Investment strategy
Jim Cramer isn’t fretting Nvidia’s post-earnings sell-off. Here’s how he would respond
Key Points CNBC’s Jim Cramer said Thursday that Nvidia’s stock was swept up in a wave of institutional selling. “Don’t take today as a referendum on anything,” the “Mad Money” host said. CNBC’s Jim Cramer on Thursday downplayed Nvidia’s post-earnings stock slide, suggesting it was caught up in a vortex of institutional selling that actually […]
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DoorDash has been volatile of late but these analysts tout it as a ‘core holding’ for internet investors
DoorDash shares have been volatile of late, but it hasn’t shaken Wall Street’s conviction in growth opportunities for the stock. Shares of the food delivery platform initially tumbled as much as 12% in extended trading on Feb. 18, after DoorDash’s fourth-quarter earnings missed expectations. Its forecast also disappointed as the company warned investments in Deliveroo […]
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Jim Cramer: The reason why Nvidia’s stock is falling even after its blowout outlook
Nvidia ‘s strong earnings report made it clear that the company is still donning the AI chip king crown. So, why is the stock down in Thursday’s session? The reason, according to CNBC’s Jim Cramer, is that investors are worried that Nvidia’s largest customers cannot keep spending at such a blistering pace unless they start […]
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Columbia University says DHS detained student after making ‘misrepresentations’
Students are seen on the campus of Columbia University in New York City on April 14, 2025. Charly Triballeau | AFP | Getty Images Columbia University said a student was detained by federal agents early Thursday, the latest sign of President Donald Trump’s nationwide escalation of immigration enforcement. The student was taken by Department of […]
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The world’s biggest sovereign wealth fund is using Anthropic’s Claude AI model to screen investments for ethical issues
Nicolai Tangen, CEO of Norges Bank Investment Management, addresses a press conference on his company’s annual results for 2024 at Norges Bank in Oslo, Norway, on January 29, 2025. Ole Berg-rusten | Afp | Getty Images Norway’s $2 trillion oil fund, one of the world’s biggest investors, said Thursday that it is now using AI […]
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Nvidia earnings, Big Tech’s White House visit, protein prices and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Thursday. With focus remaining on artificial intelligence’s potential to shake up various industries, I’ve decided to start a mental count of how many times I say or write variations of the term “AI disruption.” S&P 500 futures are little changed this […]
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Market watchers back Jensen Huang’s view that investors are ‘wrong’ on SaaSpocalypse
Nvidia ‘s Jensen Huang was right when he told CNBC investors “got it wrong” over AI fears that drove them to sell off software stocks, market watchers have said. Software stocks have been caught up in a sell-off that dragged the sector into bear market territory, amid fears AI could make software as a service […]
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Nvidia keeps the AI party alive with a booming quarter and even better outlook
Nvidia on Wednesday delivered strong quarterly results to cap off its fiscal year, outdone only by the chip giant’s outlook for the current quarter, in a sign the AI boom continues apace. Revenue in the company’s fiscal 2026 fourth quarter increased 73% year over year to $68.13 billion, outpacing the $66.2 billion the Street was […]
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AI disruption didn’t show up in Salesforce results. But the fears are hard to shake
Salesforce on Wednesday evening delivered better-than-expected 2026 fourth-quarter results as its Agentforce artificial intelligence platform became increasingly embedded across the business. However, the stock dropped in after-hours trading as investors remained anxious about the potential of AI disrupting traditional enterprise software companies. Revenue in the quarter ended Jan. 31 rose 12% year over year to […]
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Wall Street priced an AI apocalypse in software, but Jim Cramer says reality is less dire
CNBC’s Jim Cramer said Wednesday that he believes plenty of software companies will survive the threat of AI disruption, rejecting the most doomsday predictions. Still, he cautioned that investors also shouldn’t hold their breathes for a return to the glory days when investors paid major premiums for their stocks. “The software companies are survivors. They […]
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