Cramer Stops Short of Calling a Bottom for Broadcom as AI Chip Competition Heats Up
CNBC's Jim Cramer refrained from declaring a floor for Broadcom's stock amid mixed analyst sentiment and growing competition in the crucial AI semiconductor sector.
CNBC's Jim Cramer refrained from declaring a floor for Broadcom's stock amid mixed analyst sentiment and growing competition in the crucial AI semiconductor sector.
CNBC's Jim Cramer highlights Micron Technology as a key beneficiary of the AI boom and ongoing memory chip shortages, with shares soaring nearly 400% in a year on robust data center demand.
As industry analysts warn of a critical NAND wafer shortage in 2026-2027, SanDisk's stock soars. Jim Cramer highlights the memory maker's positioning, with Mizuho and Benchmark raising price targets significantly on expectations of a 330% price spike.
Damascus residents face electricity bills exceeding their monthly incomes after a massive government price hike, sparking rare public protests and deepening the crisis for a war-weary population.
Intel's contract chipmaking division is reportedly in advanced discussions with tech giants Nvidia and Apple to manufacture key components starting in 2028, a potential game-changer for the semiconductor industry's supply chain.
Shares of antibody discovery firm AbCellera Biologics (ABCL) present a complex picture for investors, with strong one-year gains overshadowed by steep declines over longer horizons. As the stock trades near $3.86, a significant gap emerges between its market price and some analyst fair value estimates, raising questions about its premium valuation in a challenging biotech market.
Dollar Tree shares have experienced notable turbulence, with a sharp weekly drop contrasting a strong yearly performance. This analysis delves into the conflicting valuation signals and the macroeconomic pressures shaping the discount retailer's investment narrative.
Divergent analyst reports from Truist and Goldman Sachs on CCC Intelligent Solutions have cast a spotlight on the data firm's path to profitability, revealing deep-seated debates about its role in the auto insurance ecosystem and its ability to convert steady growth into sustained margins.
Following the UK Prime Minister's visit to Beijing, China has agreed to slash tariffs on UK-produced whiskies from 10% to 5%, a move welcomed by the industry as a potential catalyst for growth in a key premium market.
Alphabet's stock surge, driven by its successful integration of AI, has investors weighing whether its current valuation still offers a compelling entry point for long-term growth.
American Express reported a 10.6% year-over-year revenue increase to $17.57 billion for the fourth quarter of 2025, yet missed Wall Street's sales expectations. Earnings per share of $3.53 met analyst consensus estimates.
Meta Platforms is charting an unprecedented course in capital investment, with plans to spend up to $135 billion by 2026 to build the infrastructure for AI 'superintelligence.' The staggering sum highlights the scale of Big Tech's arms race and raises questions about long-term returns.
A landmark trade agreement secured during Prime Minister Keir Starmer's visit to Beijing will see Chinese import duties on Scotch whisky cut from 10% to 5%, effective immediately. The move, hailed by industry leaders, is projected to inject £250 million into the UK economy and boost competitiveness in a key growth market.
In its latest investor letter, David Einhorn's Greenlight Capital revealed it has sold its stake in HP Inc., redirecting capital towards AI-focused investments it believes offer superior risk-reward profiles amid the tech giant's recent struggles.
A fatal shark attack on a 13-year-old boy at a popular Brazilian beach has reignited concerns over coastal safety and led authorities to expand monitoring efforts along Pernambuco's coastline.
Iran has announced plans to designate the armed forces of European Union member states as terrorist organizations, a direct response to the EU's blacklisting of the Islamic Revolutionary Guard Corps. The escalation marks a new low in diplomatic relations and raises fears of further regional instability.
In a significant departure from its longstanding position, an Israeli military official has acknowledged a death toll in Gaza close to 70,000, aligning with figures long maintained by Palestinian health authorities. This admission follows over two years of war and persistent international scrutiny over casualty counts.
In its Q4 2025 letter, Greenlight Capital revealed a new position in dental distributor Henry Schein (HSIC), arguing the stock presents an opportunity for operational improvement and shareholder returns, despite recent underperformance.
Panama's President Jose Raul Mulino has moved to calm market and labor fears following a landmark Supreme Court ruling that annulled key port contracts held by a CK Hutchison subsidiary. He announced that APM Terminals Panama is prepared to step in temporarily to ensure continuity, with a guarantee of no job losses.
South Africa has ordered Israel's deputy ambassador to leave the country, declaring him persona non grata in a significant diplomatic escalation reflecting Pretoria's strong stance on the war in Gaza.