Tag: stock takes
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Jim Cramer: ‘Costco’s in a funk’ but still a good name in a bad neighborhood
Costco’s moderating June comps growth reinforce that the stock’s premium valuation leaves little room for disappointment.
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Impressive growth of Eli Lilly’s obesity business is coming from all over the world
Eli Lilly’s international GLP-1 business is booming, giving investors another reason to stick with the stock.
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Cramer says ‘everything still revolves around Nvidia’ despite its lagging stock
CNBC’s Jim Cramer said that Nvidia remains at the center of the artificial intelligence boom.
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Jim Cramer: Chip stocks are staging a revenge trade for last week’s misguided selling
CNBC’s Jim Cramer said that chip stocks are staging a revenge trade after last week’s sharp sell-off.
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GE Vernova’s gas turbines aren’t the only way it’s winning from the AI boom
Electrification secured $2.4 billion in data center equipment orders during the first quarter of 2026, beating the segment’s total for all of 2025.
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Meta’s plan to launch a cloud business eases the biggest overhang on the stock
The stock’s struggles in 2026 had been due to concerns about its aggressive AI spending.
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We thought these 5 stocks could make a 2026 comeback. Here’s our midyear scorecard
Despite war volatility and AI concerns, the S&P 500 still managed to jump 9.5% year to date.
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Nvidia mostly sat out the chip sector’s best quarter ever. What needs to change?
The problem cannot be explained by looking at Nvidia’s reported results.
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Our rating, price target and outlook for newly spun off Honeywell Aerospace
Given the robust backlog, streamlined operations, and high demand for its products, we see plenty of upside in our newest position.
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The AI trade cooled and oil sank. A closer look at Wall Street’s volatile week
Micron finished the week in the red despite a blockbuster earnings report. But falling oil prices was good news for the fight against inflation.
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