Tag: big picture
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The AI trade has left the hyperscalers in the dust. What will it take for that to change?
In his Sunday column for Investing Club subscribers, Jim Cramer examines the market’s love affair with memory and semi-cap equipment stocks.
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Fedspeak vs. war deal: Here are the things that drove this week’s stock market
The S&P 500 surged on Thursday, making up for losses seen after central bankers convened.
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Why this year’s World Cup is happening at the perfect time for struggling Nike
The World Cup might be the boost Nike needs to jumpstart its business.
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Apple’s upcoming price hikes are good for the company not so good for consumers
Apple is throwing in the towel, facing down soaring memory and storage chip costs.
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The market didn’t like what it heard from the Fed and its new leader Kevin Warsh
The S&P 500 closed down 1.2%, as bond yields rose.
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Things are lining up in favor of the market bulls. How to proceed from here
Oil and bond yields are falling on U.S.-Iran optimism, and the market cleared the SpaceX hurdle.
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Jim Cramer gives Elon Musk’s SpaceX a ringing endorsement after Friday’s historic debut
I view SpaceX as a company with some of the greatest optionality of any newly public entity.
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What drove the stock market last week — before and after SpaceX’s historic IPO
The successful debut of Elon Musk’s rocket company wiped away a week of anxiety.
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Intel soars on double upgrade from BofA. Here’s what Jim Cramer says investors must do
Jim Cramer said investors who don’t own any Intel need to get in.
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Oracle shares tumble on earnings. But there’s a silver lining for our AI chip and power stocks
Oracle investors didn’t get what they wanted. But its earnings report was a good sign for other stocks in the AI trade.
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