On paper the market should be great, not on edge. That’s the opportunity
When I look at Thursday’s rally, I am beginning to realize that we have become so binary and so up close that we have lost our ability to think about …
ServiceNow Inc
‘Great rotation’ faces big test with Big Tech earnings
When I was a cub reporter in Los Angeles, covering crime for the now-deceased Los Angeles Herald Examiner, we used to joke that we should never let the facts get …
How Nvidia’s gains can lift other stocks: Jim Cramer explains
CNBC’s Jim Cramer on Wednesday explained to investors how Nvidia can sometimes boost other stocks when it soars. “Take a look at today’s biggest gainers,” he said. “They’re just spinning …
A juggernaut of the market’s growth hit wall, buy these stocks
We danced around it all week. We called out the many culprits for Salesforce’s weak quarterly results on Wednesday — and subsequent stock plunge — including an elongated sales cycle, …
Software stocks got pummeled this week on troubling earnings reports
Salesforce executives told investors that deals are shrinking or getting delayed. Dell said its margin is getting smaller. Okta highlighted macroeconomic challenges. And Veeva’s CEO said on his company’s earnings …
Cramer looks at why enterprise, data tech companies are winning
CNBC’s Jim Cramer on Tuesday analyzed the current market action, pointing out the way consumer-focused companies are suffering while outfits that deal with data and have enterprise customers triumph. “Right …
Nvidia’s CEO was labeled a ‘demanding’ boss by staff. Experts discuss
Nvidia CEO Jensen Huang attends a media roundtable meeting in Singapore on Dec. 6, 2023. Edgar Su | Reuters Nvidia’s CEO Jensen Huang knows he’s a tough boss and has …
Amazon and Dell are benefiting the most from Nvidia partnership
Recently, I read a terrific little book about Abraham Lincoln, called “Lincoln Reconsidered,” by Professor David Herbert Donald, and the fundamental premise behind the title was simple: If you want …
Nvidia’s Jensen Huang takes page out of Apple playbook to lead AI’s future
When Nvidia CEO Jensen Huang took the stage Monday at the chipmaker’s hyped-up artificial intelligence conference, he joked to the thousands of attendees packed into the arena that this was …
Jim Cramer names companies and sectors poised to rally on the AI wave
CNBC’s Jim Cramer on Wednesday said artificial intelligence is going to be essential to big market rallies over the next few years. “This technological revolution is crossing all barriers, even …