Tag: GE Vernova Inc
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GE Vernova shares slip despite a beat-and-raise. What the sellers are getting wrong
We’re reiterating our buy-equivalent 1 rating on the stock after another strong earnings report.
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We’re dipping back into the AI trade with our first data center buy in weeks
The stock is also getting an upgrade, with the expectation of a bounce ahead.
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SpaceX gives the AI trade a shot in the arm. What it means for our stocks
SpaceX indicated there’s been no slowdown in demand for AI computing.
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Meta stock advances ahead of after-the-bell earnings. What we’re looking for
The Investing Club holds its “Morning Meeting” every weekday at 10:20 a.m. ET.
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Here’s where Jim Cramer stands on this newly public AI infrastructure stock
CNBC’s Jim Cramer said investors should hold off on buying newly public AI infrastructure company Accelevation Holdings.
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What Marvell’s rosy long-term guidance means for our AI chip stocks
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
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Where Cramer stands on a buzzy behind-the-meter name powering the AI build-out
After an enormous run this year, Cramer said Wednesday that he would wait for a pullback in this name.
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One key part of the AI trade has decoupled from the rest. Why that is, and whether it can come back
After falling sharply over the past few months, industrials stocks could be poised for a rebound.
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What it will take for us to buy the dip in DuPont. Plus, profit-taking hits cyber stocks
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
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Stocks stage a comeback after Fed-induced declines — plus, what’s ailing Boeing
The Investing Club holds its “Morning Meeting” every weekday at 10:20 a.m. ET.
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