Tag: stock takes
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Cramer predicts a breakout for Starbucks shares as CEO Niccol’s turnaround accelerates
“There are so many good things ahead here,” Jim Cramer said Thursday.
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‘This is a clearing event’ — Cramer says forced selling may signal a bottom for AI trade
Situational Awareness — a buzzy hedge fund founded by a former OpenAI researcher — is not the only in one in hot water, Jim Cramer said Thursday.
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Jim Cramer says Seagate is the ‘key to this market’ after blowout earnings
Jim Cramer said investors should look to Seagate Technology as a barometer of whether the AI infrastructure trade can regain momentum on Wednesday.
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Nvidia’s potential $250B backstop for OpenAI is another strike against the AI trade
This is yet another sign that investors need to look beyond AI stocks.
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FedEx is chasing the GLP-1 boom. Why healthcare logistics means big business
The push marks FedEx’s latest move to bolster business-to-business healthcare shipping, one of the four B2B verticals the company has prioritized.
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1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending
“Capex trends are going to be the number one focus,” Club portfolio director Jeff Marks said Friday ahead of next week’s Big Tech earnings.
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Jim Cramer says he is ‘struggling to have reasons to buy’ in this market
“We just don’t have the horses to continue higher right now,” CNBC’s Jim Cramer said on Thursday.
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This is the stock to buy after OpenAI’s AI agent goes rogue in a cybersecurity test
Jim Cramer said CrowdStrike is the stock to buy after OpenAI’s agentic breach.
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Cardinal Health’s latest deals won’t move the needle overnight. They still matter.
Cardinal Health announced two tuck-in acquisitions Monday that further expand one of the fastest-growing parts of its business.
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Capital One bet big on Discover. Now it must prove the gamble was worth it
Tuesday evening’s second-quarter earnings report is the perfect stage to do just that.
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