Latest in We're adding a well known tech stock to our Bullpen watchlist after Nvidia's big AI event
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We're adding a well-known tech stock to our Bullpen watchlist after Nvidia's big AI event
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.CNBC - 1d -
We're adding to our position in a financial stock, taking the other side of a downgrade
Analysts at Oppenheimer downgraded the Club stock.CNBC - 2d -
We're buying the dip in one of our hard-hit tech stocks
We're only making one buy into Monday's sharply lower open.CNBC - Mar. 10 -
A known Tesla bull calls for Elon Musk to ‘step up.’ Will he listen?
Just days after saying Tesla Inc.’s recent stock selloff was overdone, Wedbush analyst Dan Ives, a well-known tech analyst and Tesla bull, is taking a different approach: He’s speaking to the manager.MarketWatch - Mar. 11 -
Tech stocks return to earth
Presented by Ericsson — Plus: Exclusive look at "Middle Tech" AI push {beacon} Technology Technology The Big Story Tech stocks return to earth as AI explosion fizzles The world’s biggest ...The Hill - Mar. 14 -
We're adding to our position in a hard-hit stock that benefits from lower mortgage rates
It's our third stock purchase on Thursday as Wall Street continues its rough stretch.CNBC - Mar. 13 -
Tech stocks tumble as AI boom fizzles out
The world’s biggest technology companies have seen their stock prices tumble over the past month as wider tumult in the market hits the tech sector hard after years of steep gains driven by ...The Hill - Mar. 14 -
We're adding to an industrial that eased worries about its AI data center business
We're making another buy on Thursday — taking advantage of weakness and lower stock prices in a deeply oversold market.CNBC - Mar. 13 -
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 -
These are the 4 biggest things we're watching in the stock market this week
Fed Chair Jerome Powell's press conference and Nvidia CEO Jensen Huang's GTC keynote are influential events.CNBC - 5d -
We're buying more shares of our newest stock that has a catalyst on the way
We're putting some money to work Thursday into a market that has moved deeper into oversold territory.CNBC - Mar. 13 -
Nvidia Bets Big on Synthetic Data
Nvidia has acquired synthetic data startup Gretel to bolster the AI training data used by the chip maker's customers and developers.Wired - 2d -
Nvidia gets industrial software firms to integrate Omniverse to accelerate physical AI
Nvidia said the big industrial software and service providers are integrating Omniverse into their platforms to accelerate physical AI.VentureBeat - 3d -
Nvidia, GM announce deal for AI, factories and next-gen vehicles
GM and Nvidia have inked new deals that include the carmaker utilizing several AI services from the tech giant for its vehicles, ADAS and factories.CNBC - 2d -
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 -
We're trimming 2 winning names and buying more of a stock down big from its highs
We're making additional moves into Monday's weakness.CNBC - Mar. 10 -
We're locking in profits on a big gainer so we have more cash at our disposal
We're capping off a busy week of trades with another trim.CNBC - Mar. 7 -
US added to international watchlist for rapid decline in civic freedoms
Civicus, an international non-profit, puts country alongside Democratic Republic of Congo, Italy, Pakistan and Serbia. The United States has been added to the Civicus Monitor Watchlist, which ...The Guardian - Mar. 10 -
Nvidia’s big GTC event had no big surprises, but here is where the bulls and bears disagree
Some investors are getting nervous about how a downward turn in the economy could affect Nvidia’s capital spending.MarketWatch - 1d -
Apple and Nvidia led Monday’s $750 billion tech wreck. How to play the aftermath.
Trump’s policy moves are causing angst. But one analyst says the broader AI thesis is still intact, and he names Tesla and Microsoft among big potential winners.MarketWatch - Mar. 10 -
Nvidia CEO Jensen Huang says to stop worrying about this dark cloud on the stock
The Nvidia CEO made the remarks in an interview with our own Jim Cramer.CNBC - 2d -
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 - Mar. 13 -
Elon Musk’s xAI and Nvidia join BlackRock and Microsoft’s $30bn AI fund
Tech groups and financial institutions join forces in plans to build data centres and energy projects to underpin AI boomFinancial Times - 2d -
Hugging Face submits open-source blueprint, challenging Big Tech in White House AI policy fight
Hugging Face challenges Big Tech in White House AI Action Plan submission, arguing open-source models match commercial performance while democratizing access and enhancing national security.VentureBeat - 1d -
Nvidia, GM announce deal for AI, factories and next-gen vehicles
General Motors and Nvidia have agreed to a strategic collaboration that includes the automaker using several products and artificial intelligence services from the tech giant for its ...NBC News - 3d -
We're exiting a stock that has surprisingly defied the market and buying more of our newest name
We don't want to let our hard-fought gains turn into a loss.CNBC - Mar. 14 -
We're stepping back into the sell-off and buying more of our newest stock
Shares of the newest Club holding are falling sharply Monday.CNBC - Mar. 10 -
Nvidia CEO Huang praised this Trump policy. And the stock is bouncing.
Nvidia CEO Jensen Huang praised the Trump administration’s AI policies in an FT interview and said he sees the company spending hundreds of billions on U.S.-made electronics.MarketWatch - 1d -
Nvidia's Huang says faster chips are the best way to reduce AI costs
"Speed is the best cost-reduction system," Huang said Tuesday, after his keynote speech at Nvidia's GTC conference.CNBC - 2d -
The blogger who was right about Nvidia is now panning a $25 billion AI company
Jeffrey Emanuel, known for turning Wall Street’s attention to the risk DeepSeek might pose to Nvidia, warns that CoreWeave’s IPO is way overvalued.MarketWatch - 1d -
Wells Fargo’s stock dips even as analyst proclaims ‘good entry point’ for investors
RBC Capital says Wells Fargo’s stock is a good buy after the recent financial-stock selloff — but it continued to fall along with most bank stocks Thursday.MarketWatch - Mar. 13 -
Adobe’s stock has been an AI laggard. A ho-hum earnings forecast is adding to its declines.
Adobe Systems Inc. shares fell in after-hours trading Wednesday after disappointing quarterly earnings guidance, amid criticism on Wall Street that the software company is not yet monetizing ...MarketWatch - Mar. 13 -
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 - Mar. 13 -
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 - 3d -
Nvidia’s GTC keynote will emphasize AI over gaming
Don't expect to hear a lot about better framerates and raytracing at the Nvidia GTC keynote. AI will instead be the subject of the day.VentureBeat - Mar. 13 -
Nvidia’s next chips are named after Vera Rubin, astronomer who discovered dark matter
Nvidia CEO Jensen Huang is expected to reveal details about Rubin, the chipmaker's next AI GPU, on Tuesday at the company's annual GTC conference.CNBC - Mar. 13 -
Nvidia CEO Jensen Huang Says AI Is in the Middle of ‘an Inflection Point’
Nvidia’s Huang unveiled new Rubin AI chips at GTC 2025 and also outlined AI’s ‘extraordinary progress.’Inc. - 3d -
Winners and losers from the Wall Street sell-off
‘Ignored stocks’ outperform as Big Tech and banks slideFinancial Times - Mar. 12 -
US added to human rights watchlist over Trump moves
The United States has been added to CIVICUS's monitor list of potential human rights threats due to President Trump's restrictive executive orders and institutional cutbacks, which are creating an ...The Hill - Mar. 10 -
How AppLovin’s Meteoric Rise Led to an Allegation of Ad Fraud
It was the fastest-growing tech stock in 2024. Then came two reports—and the market started loving it less.Inc. - Mar. 11