Bristol-Myers Squibb Co
These 4 turnarounds are making headway – plus, updates on our 30 other stocks
Jim Cramer and Jeff Marks, the Club’s director of portfolio analysis, on Thursday delivered updates on all 34 Club holdings during the January Monthly Meeting. Here are the highlights from the first meeting of 2026, starting with our four turnaround stories: 4 turnaround plays Nike: The apparel and sneaker retailer has shown real signs of […]
Read More
Nvidia CEO Jensen Huang says AI won’t be the job killer everyone fears. Here’s why
Nvidia CEO Jensen Huang said Wednesday that artificial intelligence will lead to more jobs, not fewer. In an interview with BlackRock CEO Larry Fink at the World Economic Forum in Davos, Switzerland, Jensen methodically explained how AI differs from other technological innovations of the past and how it can be an incredible engine for economic […]
Read More
CNBC’s UK Exchange newsletter: A diplomacy tightrope for Britain’s Starmer after Trump’s tirades
This report is from this week’s CNBC’s UK Exchange newsletter. Like what you see? You can subscribe here. The dispatch British diplomats have long prided themselves on the so-called “special relationship” with the United States. The phrase was coined by Winston Churchill, Britain’s inspirational wartime leader, when in March 1946 he famously described how an “iron curtain” had descended across […]
Read More
Another alliance of health care and AI signals why pharma stocks should be back in favor
Bristol Myers Squibb and Microsoft ‘s new partnership aimed at accelerating early detection of lung cancer marks the latest way health care and artificial intelligence are rapidly intersecting. Bristol Myers said on Tuesday it will work with Microsoft’s AI-powered radiology platform to develop and launch imaging algorithms. These new tools, which can be used to […]
Read More
Drug pricing, patent losses and deals: Here’s what pharma execs see ahead in the industry
US President Donald Trump arrives for an announcement in the Roosevelt Room of the White House in Washington, DC, US, on Friday, Dec. 19, 2025. Will Oliver | Bloomberg | Getty Images Drug pricing. Looming patent cliffs. Dealmaking. The first year of Trump 2.0. Those are among the themes that dominated conversations last week as drugmakers […]
Read More
Healthy Returns: Novo Nordisk CEO on GLP-1 pricing, and more insights from the JPM conference
A version of this article first appeared in CNBC’s Healthy Returns newsletter, which brings the latest health-care news straight to your inbox. Subscribe here to receive future editions. Good morning from San Francisco! It’s day three of the annual JPMorgan Healthcare Conference – the biggest gathering of biotech and pharma execs, investors and analysts in […]
Read More
Healthy Returns: What to expect from pharma at the JPM conference
Heidi Overton, Novo Nordisk CEO Maziar Mike Doustdar, Eli Lilly CEO David A. Ricks, and U.S. Secretary of Commerce Howard Lutnick listen while U.S. President Donald Trump announces a deal with Eli Lilly and Novo Nordisk on to reduce the prices of GLP-1 weight‑loss drugs during an event in the Oval Office at the White […]
Read More
Big Pharma race to snap up biotech assets as $170 billion patent cliff looms
Two employees in pharmaceutical industry wearing protective gloves, mask, cap and white suit seen standing by the machine that is the part of the medicaments production during the working hours in a pharmaceutical manufacturing. Extreme-photographer | E+ | Getty Images A multitude of factors are coming together to bring a big burst in biotech M&A. […]
Read More
Nine of the largest pharma companies ink deals with Trump to lower drug prices
President Donald Trump signs an executive order aimed at reducing the cost of prescription drugs and pharmaceuticals by 30% to 80% during an event in the Roosevelt Room of the White House on May 12, 2025, in Washington, DC. Andrew Harnik | Getty Images Several of the largest U.S. and European-based drugmakers inked deals with […]
Read More
We’re looking to further trim this drug stock and exit this entertainment giant
Every weekday, the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Friday’s key moments. 1. The S & P 500 turned higher Friday. The index opened lower after posting its worst one-day performance since Oct. 10. Still, Wall Street remains cautious of Big Tech’s […]
Read More