Bank of America pushes back against the recent tech stock rout, arguing investor fears of both weak AI returns and massive AI disruption are contradictory. The firm sees the selloff as a buying opportunity, forecasting AI infrastructure spending to hit $1.2 trillion by 2030.
Sugar futures extended their decline this week, with prices hitting multi-year lows in London, as analysts project persistent global surpluses for the coming seasons, driven by robust harvests in Brazil and India.
CNBC's Jim Cramer describes NVIDIA's current trading pattern as a temporary 'breather,' suggesting the chipmaker's stock is poised for a potential rebound despite recent consolidation.
Mad Money host Jim Cramer pushed back against recent selling pressure on Centrus Energy Corp. (LEU), calling the nuclear fuel and services company fundamentally sound during a recent segment, while acknowledging its speculative nature within a portfolio.
CNBC's Jim Cramer expressed caution on Axon Enterprise (NASDAQ: AXON), suggesting the stock remains 'too heavy' despite its role in high-profile law enforcement contracts. The commentary comes as the company's technology faces increased public and regulatory examination.
CNBC's Jim Cramer offered a nuanced assessment of Marvell Technology, praising its execution but labeling it a 'derivative' company in the competitive semiconductor landscape, sparking debate among investors.
CNBC's Jim Cramer doubled down on his endorsement of Dollar General stock, highlighting the discount retailer's strong positioning amid ongoing economic pressures and sharing a positive personal shopping experience.
CNBC's Jim Cramer heaped praise on Solstice Advanced Materials (SOLS), a Honeywell spin-off, calling it a 'terrific' stock and expressing regret for selling his position too early during a recent 'Mad Money' segment.
CNBC's Jim Cramer offered a puzzling, dismissive take on Gladstone Land Corporation during a recent Lightning Round, sending the farmland REIT into the spotlight. We examine the context behind his comments and the stock's niche in the agricultural real estate market.
Cocoa futures extended their decline this week, pressured by forecasts of abundant global supplies and persistent weakness in demand from major chocolate producers. While some supportive factors emerge from West Africa, the market remains firmly in bearish territory.
Bitcoin's sharp decline to $73,000 has intensified the debate over its trajectory, with analysts pointing to geopolitical tensions, a flight to traditional safe havens, and bearish on-chain signals as catalysts for a potentially deeper correction.
The national women's fashion retailer Francesca's has abruptly closed its two St. Louis-area locations as part of a wider shutdown, citing a default notice from its lender after a failed capital raise. The move highlights ongoing pressures in the brick-and-mortar retail sector.
Microsoft's latest earnings reveal a company firing on all cylinders, with cloud revenue eclipsing $50 billion and AI products like Copilot seeing explosive growth, underscoring its resilience and long-term investment appeal despite a recent stock dip.
As Nebius Group's stock dips below key levels, a growing chorus of analysts argues that recent sell-offs are disconnected from the firm's robust fundamentals and explosive recurring revenue guidance. We examine the bull case.
Despite recent headwinds, Euronet Worldwide (EEFT) presents a compelling bull case. Trading at a significant discount to historical valuations, the company's accelerating digital transformation and resilient core infrastructure suggest potential for a re-rating if operational momentum improves.
A bullish thesis on Transocean Ltd. gains traction, centered on potential long-term contract awards with day rates exceeding market expectations. Management's optimistic guidance for 2025-2027 suggests a pivotal shift in the offshore drilling cycle, with implications for the entire sector.
Walmart's market cap has surged past $1 trillion, fueled by robust e-commerce and advertising growth. While its execution remains strong, analysts debate whether the stock's premium valuation leaves room for significant near-term gains.
Vice President JD Vance unveils a plan to establish an international coalition using adjustable tariffs to create price floors for critical minerals, marking the latest move in a strategic push to reduce Western reliance on Chinese supplies.
As Kraft Heinz prepares to spin off its global sauces division and braces for a potential massive share sale by Warren Buffett's Berkshire Hathaway, investors are weighing a complex mix of strategic shifts and shareholder sentiment ahead of key earnings.
Super Micro Computer's explosive quarterly revenue, fueled by AI infrastructure demand, has reignited investor enthusiasm. However, a closer look reveals significant vulnerabilities, including extreme customer concentration and eroding margins, that could threaten its long-term trajectory.
