Cramer explains why investors are no longer paying up for AI stocks

• Dell is a buy as the AI sector takes a hit, Jim Cramer says

  As the market sell-off continues, CNBC's Jim Cramer suggested Dell is a good stock to buy even while investors lose faith in the validity of the AI boom.
  
  CNBC - Mar. 11

• Jim Cramer explains what Apple investors should do with the sinking stock

  Shares dropped over 5% after Wall Street analysts revised down iPhone sales estimates.
  
  CNBC - Mar. 10

• Mainland Chinese investors snap up a record amount of Hong Kong stocks to play AI

  Mainland Chinese investors are piling into the Hong Kong stock market at record volumes as its tech-heavy Hang Seng Index trades around three-year highs.
  
  CNBC - Mar. 11

• Jim Cramer names retail stocks to buy as the market pulls back

  CNBC's Jim Cramer on Thursday highlighted two stocks in the retail space that he thinks investors have an opportunity to buy on the dip, Ralph Lauren and Gap.
  
  CNBC - 5d

• Tesla’s stock may be bouncing, but this analyst explains why you should keep selling

  One reason Tesla investors should sell into the stock’s recent bounce is because of all the “political noise” surrounding Chief Executive Elon Musk, one analyst says.
  
  MarketWatch - 6d
• 

  Why Workday’s CEO Made a Tough Layoff Decision to Invest in AI

  Carl Eschenbach explains how workers—including CEOs—can coexist with AI.
  
  Inc. - Mar. 10

• Apple’s stock sees worst day since 2022. Here are 2 major worries for investors.

  Investors are concerned about delayed AI features and the looming threat of tariffs.
  
  MarketWatch - Mar. 10
• 

  Trump Tariffs and Trade Wars Leave Investors, Once Optimistic, Feeling Apprehensive

  On Tuesday, President Trump sent markets into another tailspin by announcing additional tariffs on Canada, suggesting a falling stock market is no longer the bulwark investors had hoped.
  
  The New York Times - 5d

• Nvidia’s stock is rebounding, but the key to a real recovery may surprise investors

  While Wall Street may be worried about the sustainability of AI spending, a BofA analyst thinks gross margins are more crucial to the stock trajectory.
  
  MarketWatch - 6d

• The S&P 500 correction shows why risk tolerance matters. These strategies can get investors back on track.

  The sudden nature of the stock market’s reversal may have made the drawdown feel even worse, especially for retail investors.
  
  MarketWatch - 3d

• Nvidia’s stock is cheap by this metric. Can next week’s GTC get it going again?

  Nvidia hosts its annual conference next week at a time when investors have soured on AI stocks.
  
  MarketWatch - Mar. 10

• Wall Street reacts to Trump's tariff flip-flopping with Canada

  U.S. stocks racked up heavy losses for a second straight day in a volatile session that had investors fixated on President Trump's ever-evolving trade war with Canada. Kelly O'Grady explains.
  
  CBS News - Mar. 11

• Cramer's week ahead: Fed meeting and earnings from FedEx, Micron and General Mills

  CNBC's Jim Cramer walked investors through next week on Wall Street.
  
  CNBC - 4d

• Nvidia’s stock has been ‘brutalized.’ Here’s the big disconnect.

  Investors appear worried about the health of AI spending. But big AI customers don’t seem hesitant, an analyst notes.
  
  MarketWatch - Mar. 11

• Why this Wall Street strategist says investors should stick with U.S. stocks despite recession fears

  Oppenheimer’s John Stoltzfus, the most bullish strategist on Wall Street with a target for the S&P 500 to hit 7,100 by the end of 2025, is standing firm, even as other strategists have cut their ...
  
  MarketWatch - 4d

• Back to back upgrades for one portfolio stock — why Jim Cramer insists you buy

  The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
  
  CNBC - 6d

• Investors are fleeing U.S. stocks as tariff risks loom

  Mounting concerns about the Trump administration's trade policies are driving institutional investors away from U.S. stocks.
  
  CBS News - 6h

• Why a ‘good’ CPI report on Wednesday may not be enough to turn stock-market carnage around

  Wednesday’s consumer-price index report is now in sharp focus with investors hoping more clarity on stagflation concerns could help stem the stock-market selloff.
  
  MarketWatch - 6d

• Could the 'Magnificent Seven' rise from the ashes? Here's why I think it's possible

  In his Sunday column for Club subscribers, Jim Cramer examines whether large-cap tech stocks could once again act as safe-haven names.
  
  CNBC - 2d
• 

  Faisal Islam: Trump is no longer swayed by the stock markets

  The assumption that the US president would row back on policies if shares fell no longer holds true.
  
  BBC News - Mar. 11

• Don't let Monday's sell-off scare you out of the market entirely, Jim Cramer says

  CNBC's Jim Cramer advised investors not to leave the market entirely because of the massive sell-off.
  
  CNBC - Mar. 10

• Baidu shares jump 10% following release of new free-to-use AI models

  Shares of Chinese tech giant Baidu were trading up 10% in trading in Asia, as investors reacted positively to a spate of AI model releases over the weekend.
  
  CNBC - 20h

• Why should I tip servers who earn $20 an hour?

  “It seems the whole point of tipping was to make up for low wages, and that is no longer an issue.”
  
  MarketWatch - 6d
• 

  The Stock Market Is Waking Up to Its Overconfidence in AI and Trump

  The Nasdaq just suffered its worst day since 2022.
  
  Inc. - Mar. 11

• Jim Cramer's 6 favorite stocks right now, plus updates on the rest of the portfolio

  Jim Cramer ran through all 32 Club holdings during the Investing Club's March Monthly Meeting.
  
  CNBC - 5d

• Wall Street stocks drop as investors fret over US economic slowdown

  Tech shares hit as Tesla gives up all its post-election gains
  
  Financial Times - Mar. 10

• Why allergy season is getting longer, worse

  Allergy season may be getting longer and worse due to the effects of climate change. CBS News' Dave Malkoff breaks down the effects on your health.
  
  CBS News - 4d

• AI scammers on Amazon duped investors out of millions with 'passive income' scheme, FTC alleges

  The company promised better returns than the stock market, with a co-founder appearing in TikTok videos with wads of cash alongside an image of Warren Buffett.
  
  CNBC - 9h
• 

  NBA referee explains why Cade Cunningham was ejected in Thunder's 113-107 win over Pistons

  NBA referee explains why Cade Cunningham was ejected in Oklahoma City Thunder's 113-107 win over Detroit Pistons.
  
  Yahoo Sports - 2d

• Latest news on the stock markets after an unsettling week for investors

  Stock markets reeled this week after news varied over President Trump's tariffs and investor fears. CBS MoneyWatch correspondent Kelly O'Grady reports.
  
  CBS News - 4d

• Jim Cramer's top 10 things to watch in the stock market Thursday

  U.S. stocks were looking at a lower open following Trump's tariff news but cooler inflation reading.
  
  CNBC - 5d

• Wall Street stocks slide as sell-off in tech shares picks up pace

  Tesla sinks as investors shift away from riskier holdings
  
  Financial Times - 13h

• Buy The Dip: Fantasy baseball post-hype sleepers for 2025

  Fantasy baseball analyst Fred Zinkie explains why you shouldn't give up on these six players.
  
  Yahoo Sports - 1d

• Investors fear that market turmoil will no longer rein in Trump

  Also in today’s newsletter, meet the revered Wall Street veteran with two protégés planted in the president’s inner circle
  
  Financial Times - Mar. 11

• John Schneider explains why Seahawks haven't signed big-name OL in free agency

  Seattle Seahawks general manager John Schneider explains why the team hasn't signed any big-name free-agent offensive linemen.
  
  Yahoo Sports - 4d

• Toast, Shift4 lead drop in fintechs as investors exit stocks tied to consumer spending

  Fintech stocks are under pressure as investors worry about companies heavily reliant on consumer spending.
  
  CNBC - 5d

• Stocks sink as investors fret over volley of tariffs

  U.S. stocks resume slide as President Trump threatens to hit the European Union with 200% tariff.
  
  CBS News - 5d

• Microsoft has been the worst Big Tech stock lately. Here’s why it may become the best.

  Microsoft is getting more disciplined on AI spending and is better positioned than rivals for a consumer-spending slowdown, according to one analyst.
  
  MarketWatch - 5d

• Nvidia’s stock falls after GTC. Here’s why Wall Street wasn’t so impressed.

  Investors hoping for a surprise new revenue stream instead got an energetic keynote that was lacking in fresh developments.
  
  MarketWatch - 5h

More from CNBC

• Nvidia announces Blackwell Ultra and Rubin AI chips

  Nvidia’s sales are up more than sixfold since its business was transformed by the release of OpenAI’s ChatGPT in late 2022.
  
  CNBC - 8h

• Trump policies 'promise' an economic downturn, says prominent forecaster in first-ever 'recession watch'

  The UCLA Anderson Forecast, citing substantial changes to the economy from policies of the Trump administration, issued its first-ever "recession watch" on Tuesday.
  
  CNBC - 3h

• Bank of Japan keeps rates steady as Trump tariffs cast a shadow over economic outlook

  The BOJ's decision comes ahead of the Federal Reserve's policy meeting, where the U.S. central bank is expected to keep its benchmark interest rate steady.
  
  CNBC - 9m

• Boeing Starliner astronauts complete return to Earth in SpaceX capsule after extended stay on ISS

  Two NASA astronauts are heading home on a SpaceX ship after about nine months at the International Space Station.
  
  CNBC - 3h

• Google-Wiz deal is 'litmus test' for Trump administration's handling of Big Tech

  After Google agreed to buy security software vendor Wiz for $32 billion on Tuesday, the Trump administration will get an early chance to weigh in on Big Tech.
  
  CNBC - 6h

More in Business

• Bank of Japan keeps rates steady as Trump tariffs cast a shadow over economic outlook

  The BOJ's decision comes ahead of the Federal Reserve's policy meeting, where the U.S. central bank is expected to keep its benchmark interest rate steady.
  
  CNBC - 9m
• 

  Putin agrees 30-day halt to strikes on Ukrainian energy infrastructure in Trump call

  Russian president sticks to tough demands for overall ceasefire and end to war
  
  Financial Times - 33m
• 

  Can Trump and Musk Convince More Conservatives to Buy Teslas?

  President Trump rallied support for Elon Musk’s car company, but there may not be enough conservatives willing to buy electric cars to make up for the Democrats who now shun Teslas.
  
  The New York Times - 1h
• 

  Social Security Employees Warn of Damage From DOGE

  Current and former employees, both Republican and Democratic, are raising alarms about the damage cost-cutting efforts could do to the agency’s ability to serve the public.
  
  The New York Times - 1h
• 

  Trump’s Tariff Policies Jolt Auto Industry Executives

  President Trump’s approach to tariffs has unsettled many corporate leaders who believed he would use the levies as a negotiating tool. As it turns out, he sees them as an end in themselves.
  
  The New York Times - 1h