CNBC's Jim Cramer highlights Texas Instruments (TXN) for its operational strength, as the chipmaker navigates a challenging market with better-than-expected guidance and analyst optimism.
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 supply constraints as the primary force behind Western Digital's stock surge, even as analysts raise price targets. The commentary links the storage maker's fortunes to broader semiconductor and AI trends.
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.
Lloyds Banking Group has unveiled a significant capital return to shareholders, launching a £1.75 billion share buyback and raising its dividend by 15%. The move follows robust full-year results and digital progress, but unfolds against a backdrop of ongoing regulatory scrutiny and strategic reinvestment needs.
Dutch payments giant Adyen is forging ahead with two key partnerships—enabling SNAP EBT payments in the U.S. with Forage and launching embedded solutions in Asia-Pacific with Raptor—as it seeks to reignite growth while its shares languish well below historic highs.
Medtronic secures a key European regulatory nod for its latest pulsed field ablation catheter while deepening its collaboration with Mindray, signaling a strategic push into high-growth areas of cardiac care and ambulatory surgery.
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.
ARK Invest's founder capitalized on recent market weakness to increase holdings in three of her flagship disruptive innovation picks, signaling continued conviction despite sector volatility.
As the Bank of Canada holds rates steady, speculative capital is sifting through junior resource stocks. We examine three micro-caps—a driller, an explorer, and an oil hopeful—navigating unique challenges and opportunities in early 2026.
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.
We put the AI chatbot to the test, asking if a savvy $1,000 investment in 2015 could have grown to $1 million by 2025. The answer reveals the extreme rarity of such returns in mainstream markets and highlights the stark difference between hindsight and feasible strategy.
President Trump's nomination of former Fed Governor Kevin Warsh to lead the central bank is seen as a pivotal test of its political independence, potentially aligning monetary policy more closely with White House objectives.
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.
Charles Schwab announces a strategic reorganization, merging its wealth advisory and banking divisions into a single unit led by long-time executive Neesha Hathi, alongside other key leadership changes.
David Einhorn's Greenlight Capital has closed its position in insurer Brighthouse Financial following a sale agreement, detailing the move in its latest investor letter. The hedge fund reported solid quarterly returns but continues to trail the broader market.
In a landmark deal, AstraZeneca has licensed a suite of next-generation weight-loss drugs from China's CSPC, aiming to challenge the dominance of Lilly and Novo Nordisk with longer-acting monthly injectables.
The AI-as-a-Service (AIaaS) market is witnessing significant growth, fueled by cloud innovation and corporate demand for scalable AI solutions. While data privacy remains a hurdle, the integration of generative AI and tailored platforms is accelerating adoption across industries.
HSBC has cut its price target for AI infrastructure firm CoreWeave, warning that rising borrowing costs and significant future funding needs could strain the high-flying company's financial runway.
Barclays has initiated coverage on Bloom Energy (NYSE: BE) with an 'Equal Weight' rating and a $153 price target, citing strong fundamentals but suggesting the market has already priced in its near-term growth trajectory, particularly from AI data center demand.
