Tag: big picture
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Why did CoreWeave stock get crushed this week? Look to this corner of the debt market for clues
CoreWeave’s bond yields and credit default swaps have surged as its stock sells off. Here’s what those credit signals mean for stock investors.
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Kimberly-Clark is having its best week in four years. Here’s what is propelling shares higher
After a bruising September for the stock, the good news is starting to pile up.
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‘The power of shrink’ — tour the little-known $25B company that chipmakers can’t live without
Here’s a deep dive into Qnity and how its products help build the AI semiconductors that power the world.
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Bear to bull: A double upgrade of Salesforce illustrates the folly of the ‘SaaSpocalypse’
Jim Cramer said bets against Salesforce were always wrong.
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Plenty is working against this market. Here’s why I’m staying invested anyway
The fact is, I don’t have a strong case for owning stocks at the moment.
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Cramer: Investors selling Apple on latest iPhone 18 report are ‘stupid as plywood’
Cramer says investors who don’t own the stock should use Friday’s weakness to build a position.
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Costco’s sales resilience is giving Cramer a reason to feel better about the stock
Jim Cramer is feeling better about the wholesaler following its September report
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SpaceX’s plans to buy more Nvidia GPUs is keeping Jim Cramer bullish on the chip stock
SpaceX shows that companies are making a return on their AI compute investments, according to Jim Cramer.
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Wall Street rewards Microsoft’s AI pivot. A longtime skeptic says it’s just the beginning
Melius Research’s Ben Reitzes has warned about AI disrupting legacy software providers for years. Now, he loves Microsoft’s place in the AI race.
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It’s time for us to put cash to work in this ugly market. Here’s where we will do our buying
In his Sunday column, Jim Cramer explains why investors need to hold their nose and do some buying.
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