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Why Jim Cramer thinks the AI trade is breaking up
After years of largely trading together, stocks related to artificial intelligence and the data center are starting to move in different directions, CNBC’s Jim Cramer said. “The Google complex cohort roared while the OpenAI complex got hammered. Meanwhile, the hyperscalers with great balance sheets held up much better than the ones with strained balance sheets,” […]
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Why December is a time for winners on Wall Street
This year’s market winners should continue to outperform through December, according to Oppenheimer. Stocks had a rocky start to the month, with the S & P 500 , Nasdaq Composite and Dow Jones Industrial Average all lower on Monday. Momentum names like Super Micro Computer and Broadcom both fell nearly 3% in midday trading. However, […]
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OpenAI takes stake in Thrive Holdings to help accelerate enterprise AI adoption
Sam Altman, CEO of OpenAI, attends the annual Allen and Co. Sun Valley Media and Technology Conference at the Sun Valley Resort in Sun Valley, Idaho, on July 8, 2025. David A. Grogan | CNBC OpenAI on Monday announced it is taking an ownership stake in Thrive Holdings, a company that was launched by one […]
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CNBC Daily Open: Alphabet to omega in AI?
A Google logo is at the announcement of Google’s biggest-ever investment in Germany on November 11, 2025 in Berlin, Germany. Sean Gallup | Getty Images News | Getty Images Alphabet on Monday resuscitated the artificial intelligence trade, which had been flagging the previous week. Its stock jumped 6.3%, lifting associated AI names such as Broadcom, […]
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CNBC Daily Open: A risky alpha bet in markets to revive AI trade
A Google cloud logo is seen at the announcement of Google’s biggest-ever investment in Germany on November 11, 2025 in Berlin, Germany. Sean Gallup | Getty Images News | Getty Images Alphabet on Monday resuscitated the artificial intelligence trade, which had been flagging the previous week. Its stock jumped 6.3%, lifting associated AI names such […]
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Alphabet is surging on notion it’s winning AI race over OpenAI. Why that’s scaring many investors
Alphabet ‘s recent move into the spotlight on artificial intelligence has sent its shares jumping while other major technology names flounder. Shares of the Google parent surged more than 5% on Monday, adding to last week’s gain of more than 8%. The Big Tech stock is on track to finish November higher by more than […]
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Here are real AI stocks to invest in and speculative ones to avoid
Concerns about stock valuations in companies tied to artificial intelligence knocked the market around this week. Whether these worries will recede, as they did Friday, or flare up again will certainly be something to watch in the days and weeks ahead. We understand the concerns about valuations in the speculative aspects of the AI trade, […]
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Tech stocks set for big losing week as AI names get rocked after Nvidia earnings
Jensen Huang, NVIDIA founder and CEO, has a Q&A session at a press conference during the APEC CEO summit on October 31, 2025 in Gyeongju, South Korea. Woohae Cho | Getty Images News | Getty Images Even Nvidia CEO Jensen Huang couldn’t save the tech and artificial intelligence trade this week. The chip giant’s talismanic […]
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Nvidia is king in AI chips, but Google and Amazon want to catch up by making their own
Nvidia outperformed all expectations, reporting soaring profits Wednesday thanks to its graphics processing units that excel at AI workloads. But more categories of AI chips are gaining ground. Custom ASICs, or application-specific integrated circuits, are now being designed by all the major hyperscalers, from Google‘s TPU to Amazon‘s Trainium and OpenAI’s plans with Broadcom. These […]
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CNBC Daily Open: Investors suffer from whiplash as AI stocks gyrate
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Nov. 20, 2025. Brendan McDermid | Reuters U.S. stocks delivered one of their sharpest mood swings in months on Thursday. The Nasdaq Composite ended down 2.16% after spending the morning stateside up as much as 2.6%. The wild […]
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