Tag: Computer hardware
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The unwind of Situational Awareness isn’t the only reason the AI trade is back
The hedge fund’s forced selling was a clearing event, but earnings are sustaining the AI trade
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Big Tech’s free cash flow — or lack thereof — only tells part of the investment story
Hyperscalers are still reporting impressive growth in operating cash flow.
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Here’s my power rankings for the big 4 hyperscalers after this earnings season
In his Sunday column, Jim Cramer explains why Amazon is his favorite hyperscaler after second-quarter earnings season.
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How Apple stock rode the AI rollercoaster to record highs in 1 chart
Apple stayed true to itself in the AI race, and Wall Street is finally rewarding the stock for it.
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Jim Cramer: This third-best S&P 500 stock in 2026 can jump another 40%
“Intel is going to $200 like a rocket ship,” Jim Cramer said Tuesday.
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