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Advanced Micro Devices Inc

AI growth is just getting started, BlackRock’s thematic ETF head says

by Merchant Moller
AI growth is just getting started, BlackRock’s thematic ETF head says

BlackRock expects infrastructure and cybersecurity plays to shine in 2025. Jay Jacobs, the firm’s U.S. head of thematic and active ETFs, cites the artificial intelligence boom as a major catalyst. …

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Apple says it uses Amazon’s custom AI chips

by Merchant Moller
Apple says it uses Amazon’s custom AI chips

Amazon CEO, Andy Jassy speaking with CNBC’s Jim Cramer on Mad Money in Seattle, WA. on Dec. 6th, 2023. CNBC Apple is currently using Amazon Web Services’ custom artificial intelligence …

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Intel slides as Gelsinger exit leaves chipmaker without a ‘quick fix’

by Sipho Sepamla
Intel slides as Gelsinger exit leaves chipmaker without a ‘quick fix’

Intel CEO Pat Gelsinger speaks while holding a new chip, called Gaudi 3, during an event called AI Everywhere in New York, Thursday, Dec. 14, 2023.  Seth Wenig | AP …

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Here’s what can go right to lift each of our 34 portfolio stocks

by Shen Ridenbaugh
Here’s what can go right to lift each of our 34 portfolio stocks

Sometimes, there can be an overwhelming amount of negativity and noise on Wall Street. To counter that, Jim Cramer has said investors should not lose sight of what can go …

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Microsoft’s Recall photographic memory search has issues in test build

by Sipho Sepamla
Microsoft’s Recall photographic memory search has issues in test build

Microsoft’s Recall feature is available for testing for people with Copilot+ PCs containing Qualcomm Snapdragon chips. Jordan Novet | CNBC Microsoft on Friday started letting people test Recall, its so-called …

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Nvidia’s earnings cleared our lofty bar. Here’s our new price target on the AI chip king

by Merchant Moller
Nvidia’s earnings cleared our lofty bar. Here’s our new price target on the AI chip king

Nvidia shares moved lower Wednesday evening despite another beat-and-raise quarter. Simply put, the leading maker of AI chips again fell victim to the curse of high expectations. That’s not a …

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Nvidia (NVDA) stock slumps despite Q3 earnings beat

by Merchant Moller
Nvidia (NVDA) stock slumps despite Q3 earnings beat

POLAND – 2024/11/13: In this photo illustration, the NVIDIA company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images) Sopa Images | …

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Trump presidency impact on stocks of 6 companies that do business in China

by Merchant Moller
Trump presidency impact on stocks of 6 companies that do business in China

With Donald Trump set to reenter the White House in January, we’re expecting lots of tough talk and possible tough action aimed at China if his rhetoric is any indication. …

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Jim Cramer shakes up stock watchlist — 3 are out, rest stick around

by Merchant Moller
Jim Cramer shakes up stock watchlist — 3 are out, rest stick around

Our watchlist of stocks got a much-needed shakeup at the November Monthly Meeting . Jim Cramer on Thursday reviewed the 10 companies in our Bullpen to determine how many still …

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Rapid-fire update on all 33 portfolio stocks in November meeting 2024

by Margaret Jenner
Rapid-fire update on all 33 portfolio stocks in November meeting 2024

Here’s a rapid-fire update on all the stocks in Jim Cramer’s Charitable Trust, the portfolio we use for the CNBC Investing Club. During the November Monthly Meeting on Thursday, Jim …

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