Investment strategy
Jim Cramer is unfazed by Tuesday’s sell-off: ‘You should expect them, even hope for them’
CNBC’s Jim Cramer said he’s unfazed by Tuesday’s sell-off in AI stocks because it’s exactly what the market needs. “Rain is to gardening as sell-offs are to the stock market,” the “Mad Money” host said. “You should expect them, maybe even hope for them. We just don’t realize it at the time.” Stocks retreated on […]
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Josh Brown likes next-generation aviation stock as long-shot play on potential electric aircraft boom
Joby Aviation offers investors a way to gain exposure to the emerging electric vertical takeoff and landing (eVTOL) industry, Josh Brown, co-founder and CEO of Ritholtz Management, told CNBC on Tuesday. “Joby is my favorite out of the whole group, of all the companies working on eVTOLs,” Brown said on CNBC’s ” Halftime Report .” […]
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Defense stocks have floundered since the Iran war began. Here’s why
Defense stocks haven’t been the slam-dunk play some investors expected as the U.S.-Iran war broke out. The iShares U.S. Aerospace & Defense ETF (ITA) has dropped about 12% since the start of March, when the Middle East conflict began escalating following the U.S.-Israeli strike on Iran. The S & P 500 added 3.5% over the […]
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OpenAI’s growth may be sputtering. These are the stocks most at risk
Tech companies tethered to OpenAI are in the spotlight Tuesday following a report that the ChatGPT maker missed recent targets for new users and revenue, calling its expansion plans into question. Top executives are now concerned that the company might not have the money for future computing contracts, The Wall Street Journal reported Monday . […]
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Cramer says the OpenAI-driven pullback proves recent rally was overheated
Key Points CNBC’s Jim Cramer said the report raising concerns about OpenAI’s growth trajectory highlights the fragility of the AI-driven rally. Artificial intelligence and data center stocks tumbled on Tuesday after a report claimed that OpenAI missed internal targets for user growth and revenue. CNBC’s Jim Cramer said Tuesday that the market reaction to a […]
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Jamie Dimon warns of ‘some kind of bond crisis’ ahead as global debt risks build
Jamie Dimon, Chairman and Chief Executive Officer of JPMorgan Chase & Co., attends the ribbon-cutting ceremony opening the firm’s new headquarters at 270 Park Avenue, in New York City, U.S., Oct. 21, 2025. Eduardo Munoz | Reuters JPMorgan Chase CEO Jamie Dimon on Tuesday warned that rising government debt levels could trigger a crisis in […]
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Musk and Altman go to trial, GM earnings, Spotify’s fitness push and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Tuesday. Shares of key players in the artificial intelligence trade — like Oracle, Nvidia and SoftBank Group — are all falling this morning following a report that OpenAI missed internal targets for revenue and user growth. Stock futures are mixed in […]
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OpenAI reportedly missed revenue targets. Shares of Oracle and these chip stocks are falling
In this article SFTU-FF SFTU-FF CRWV Follow your favorite stocksCREATE FREE ACCOUNT OpenAI CEO Sam Altman speaks during the BlackRock Infrastructure Summit on March 11, 2026 in Washington, DC. Anna Moneymaker | Getty Images Shares of companies tied to artificial intelligence infrastructure tumbled in early trading Tuesday after a report that OpenAI has fallen short […]
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