Latest in OpenAI data center blitz is a boon for AI stocks. Cramer says buy this one sitting out the rally
Sort by
2,776 items
-
Musk clashes with OpenAI CEO Sam Altman over Trump-supported Stargate AI data center project
Elon Musk is clashing with OpenAI CEO Sam Altman over the Stargate artificial intelligence infrastructure project touted by President Donald Trump, the latest in a feud between the two billionaires ...ABC News - 2h -
One reason renting is better than buying — for now
Tenants’ wages have gone up faster than rents, which has boosted affordability.MarketWatch - 4h -
Jim Cramer is struggling with 2 tech stocks and says another 2 names are buys
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.CNBC - 6h -
Trump may not like wind power, but Stargate AI plan is a boon for GE Vernova
GE Vernova’s stock was rallying toward a sixth straight record close Wednesday as optimism over how the power business will benefit from President Trump’s AI plan overshadowed weakness in wind.MarketWatch - 6h -
Jim Cramer's top 10 things to watch in the stock market Wednesday
Wall Street was tracking for a higher open on strong earnings after the S&P 500 rose Tuesday for the fifth straight session.CNBC - 9h -
Oracle, Nvidia and other Big Tech stocks jump as Trump rolls out Stargate AI initiative
President Trump announced a major AI infrastructure investment of “at least $500 billion,” signaling a willingness to work alongside large tech companies.MarketWatch - 1d -
Trump announces 'Stargate' AI infrastructure project with 'colossal data centers'
President Trump is joined by Larry Ellison, Masayoshi Son and Sam Altman to announce a new American company that will invest $500 billion in AI infrastructure.NBC News - 1d -
Wall Street analysts say buy this portfolio cyber stock. Why we're not taking their advice
In a note to clients, Morgan Stanley said there's an "increasingly attractive entry point" in Palo Alto Networks shares after a lackluster start to 2025.CNBC - 1d -
Trump announces $500 billion investment in 'colossal' AI data centers
The 47th president is meeting with congressional leaders this afternoon and plans to deliver remarks from the White House later today.NBC News - 1d -
LogicMonitor equips CIOs to lead the new era of AI-optimized data centers
Observability is essential as AI introduces new challenges for data centers. With Observability, CIOs can monitor, analyze and optimize in real time, ensuring systems remain scalable, reliable, and ...CBS News - 1d -
We're buying more of an underappreciated stock and downgrading another that has broken out
The purchase will increase the stock's weighting in our portfolio to more than 2%.CNBC - 5d -
Jim Cramer says don't worry about falling CrowdStrike — and buy this evolving stock
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.CNBC - 5d -
German stocks are quietly rallying. An election’s coming up.
German stocks have been the stars of the young new year, ripping higher on Friday to a fresh record high.MarketWatch - 5d -
OpenAI CEO Sam Altman Says This Will Be the No.1 Most Valuable Skill in the Age of AI
Nope, it’s not IQ, EQ, or adaptability.Inc. - 5d -
Jim Cramer says to stay focused on earnings reports after Wednesday's stock rally
CNBC's Jim Cramer examined Wednesday's market rally and stressed that it's important to stay focused on corporate earnings and commentary from management.CNBC - 6d -
Capital One cheated customers out of $2 billion by keeping deposits in lower-yield accounts, CFPB says
The Consumer Financial Protection Bureau is suing Capital One, which it says kept customers in the dark about higher-yielding savings accounts.MarketWatch - Jan. 15 -
OpenAI Details How It Would Like AI to Be Regulated
The resulting regulation—or lack thereof—could have repercussions for businesses working on artificial intelligence.Inc. - Jan. 14 -
Biden Issues Executive Order to Ensure Power for AI Data Centers
The rapid growth and huge electricity needs spawned by the artificial intelligence revolution spurs a directive to lease federal sites owned by Defense and Energy departments for power supply centers.Inc. - Jan. 14 -
Constellation’s stock soared on AI hopes. Now the energy company is using those gains to buy Calpine in $16 billion deal.
Constellation Energy Corp., an electricity provider whose stock has doubled over the last year on hopes it will help meet the voracious energy demand created by artificial-intelligence ...MarketWatch - Jan. 10 -
Elon Musk says all human data for AI training ‘exhausted’
Tech boss suggests move to self-learning synthetic data though some warn this could cause ‘model collapse’. Business live – latest updates Artificial intelligence companies have run out of ...The Guardian - Jan. 9 -
Struggling health stock perks up — and why Jim Cramer wants to buy more Disney
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.CNBC - Jan. 8 -
Jim Cramer says Nvidia's pullback could be a good chance to buy
CNBC's Jim Cramer extolled Nvidia's stock and reviewed its Tuesday action, saying the decline was unrelated to the company and its prospects.CNBC - Jan. 8 -
Jim Cramer looks ahead to Friday's employment data: 'We’re at the mercy of macro numbers'
CNBC's Jim Cramer reviewed Tuesday's market-wide decline.CNBC - Jan. 7 -
Trump Blurs Lines in $20 Billion Data Center Announcement and Other Deals
Even before the start of the new administration, there has been repeated blurring of lines between the federal government efforts and Trump family businesses.The New York Times - Jan. 7 -
Don't be fooled by Nvidia stock's slide after CEO Jensen Huang laid out an AI roadmap
The CEO's product announcements are not as important as the long-term vision he presented.CNBC - Jan. 7 -
OpenAI's Sam Altman urges Trump to ease power plant, data center construction
OpenAI CEO Sam Altman suggested that President-elect Trump should ease restrictions on data center and power plant construction to help boost the development of energy-intensive artificial ...The Hill - Jan. 7 -
Emirati billionaire investing $20B in US to build data centers
President-elect Trump announced Tuesday that Emirati billionaire Hussain Sajwani plans to invest $20 billion in the United States “over a very short period of time” to build data centers across the ...The Hill - Jan. 7 -
Deutsche Bank says it’s now overweight Europe stocks vs. the U.S. Valuation is just one reason.
There’s never been a bigger valuation gap between European and U.S. stocks, and that’s not the only reason why Deutsche Bank now says it prefers equities on the Continent on a tactical basis.MarketWatch - Jan. 7 -
Nvidia releases gaming chips for PCs, tapping AI features from data center GPUs
At CES in Las Vegas, Nvidia showed that it's still focused on serving gamers even as the company's primary business is now in the data center.CNBC - Jan. 7 -
Jim Cramer's top 10 things to watch in the stock market Tuesday
Wall Street was looking at a muted open Tuesday after the S&P 500 and the Nasdaq closed higher for a second straight sessionCNBC - Jan. 7 -
Online holiday spending rises nearly 9%, as deep discounts and AI-powered chatbots fuel purchases, Adobe data says
The holiday e-commerce results from Adobe are a promising sign for the retail industry, which will begin reporting holiday results in February.CNBC - Jan. 7 -
Nvidia’s $3,000 ‘Personal AI Supercomputer’ Will Let You Ditch the Data Center
Nvidia CEO Jensen Huang also announced new AI tools for creating autonomous agents during a keynote address at CES.Wired - Jan. 7 -
Nvidia’s stock rallies as AI chip trade reloads for fresh run higher
Nvidia Corp.’s stock continued its rally Monday, embodying the red-hot momentum in the artificial-intelligence chip trade so far this year.MarketWatch - Jan. 7 -
Jim Cramer explores why consumer goods stocks are seeing losses
CNBC's Jim Cramer reviewed Monday's market action and gave his take on why a large swath of stocks are notching losses.CNBC - Jan. 6 -
Data Centers Need to Look Beyond Green Energy, Siemens Says
Operators must find an alternative solution to the AI energy-consumption conundrum, Siemens’s Smart Infrastructure CEO said.The Wall Street Journal - Jan. 6 -
Phantom data centers: What they are (or aren’t) and why they’re hampering the true promise of AI
So-called fake data centers are a bottleneck to scaling infrastructure to keep up with compute demand for AI and other critical workloads.VentureBeat - Jan. 4 -
Microsoft expects to spend $80 billion on AI-enabled data centers in fiscal 2025
Over half of Microsoft's $80 billion in spending will take place in the U.S., Microsoft Vice Chair and President Brad Smith wrote in a Friday blog post.CNBC - Jan. 4 -
Microsoft expects to spend $80 billion on AI-enabled data centers over next 12 months
Microsoft plans to spend $80 billion in fiscal 2025 on the construction of data centers that can handle artificial intelligence workloads, the company said in a Friday blog post.NBC News - Jan. 3 -
Jim Cramer's top 10 things to watch in the stock market Friday
Shipments from Tesla's Shanghai factory posted their first annual decline. A study on GLP-1 user behavior also caught my eye.CNBC - Jan. 3 -
Barkley at peace with sitting out on cusp of mark
The Eagles plan to rest key players, including Saquon Barkley, against the Giants, coach Nick Sirianni said Wednesday.ESPN - Jan. 2