Investment strategy
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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Why has the software sell-off been so extreme? Look to this arcane way to value stocks
Why has the sell-off in software stocks — driven by artificial intelligence disruption fears — been so dramatic and seemingly unending? In this Club Check-in, CNBC’s Paulina Likos and Zev Fima answer that question by diving into an important concept that investors use to evaluate stocks called terminal value. Software profits have not collapsed, and […]
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Are collectibles a viable asset class? The buyer of the $16.5 million Pokémon card thinks so
Key Points Logan Paul auctioned and sold his Pokémon Illustrator card for a record $16.5 million to AJ Scaramucci. Scaramucci sees the card as an investment, as the trading card market has both grown and seen prices surge in recent years. While collectibles can be a way to diversify portfolios, some warn they shouldn’t be […]
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Trump’s State of the Union, Lowe’s earnings, Panera Bread’s value menu and more in Morning Squawk
1. Trump’s talk US President Donald Trump, right, and US House Speaker Mike Johnson, a Republican from Louisiana, during a State of the Union address in the House Chamber of the US Capitol in Washington, DC, US, on Tuesday, Feb. 24, 2026. Al Drago | Bloomberg | Getty Images President Donald Trump touted his economic […]
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5 takeaways from Trump’s State of Union address
President Donald Trump delivered a nearly two-hour State of the Union address on Tuesday, focusing largely on the economy that he declared was set to boom. The president delivered the signature annual address as he sees his poll numbers on the economy plummet ahead of the 2026 midterms, which loom less than nine months away. […]
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BlackRock’s Rick Rieder is locking in attractive yields in this corner of the bond market before the opportunity slips away
The window is still open for investors to grab attractive income in the bond market, but it won’t last forever, according to BlackRock’s Rick Rieder. These days, he is gravitating toward emerging market bonds, and locking in double-digit yields before the opportunity slips away. Bond yields move inversely to prices. “I’ve never seen this sort […]
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Why AMD’s megadeal with Meta shows Nvidia is still the best game in town
Advanced Micro Devices inked another monster AI chip sale agreement in its efforts to pry market share from leader Nvidia . But a closer look at the structure of the deal reinforces that Nvidia is still the best game in town. On Tuesday, AMD and fellow Club name Meta Platforms unveiled what they’re calling a […]
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Jamie Dimon says AI is already reshaping JPMorgan Chase’s workforce as bank plans ‘huge redeployment’
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., October 21, 2025. Eduardo Munoz | Reuters JPMorgan Chase CEO Jamie Dimon said the bank is taking steps to address the impact of artificial intelligence […]
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