Investment strategy
Cramer says this retail stock is ‘one of the greatest performers of all time’
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 Thursday’s key moments. 1. Stocks were little changed Thursday as Wall Street overlooked mixed labor market data. U.S. layoff announcements in November pushed the year’s total above 1.1 million, the highest level since […]
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Mark Zuckerberg comes to his senses on metaverse spending, and we’re thrilled
Is the “year of efficiency” Mark Zuckerberg back at Meta Platforms ? Shares of the social media giant rallied more than 5% to $676 each at Thursday’s highs after Bloomberg reported that Zuckerberg is set to reduce metaverse spending up to 30%. The metaverse group, which works on the company’s virtual “Horizon World” environment and […]
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Jim Cramer warns that OpenAI is the year 2000 in a nutshell
CNBC’s Jim Cramer said Thursday that OpenAI reminds him of the kind of speculation and leveraged, aggressive bets that caused the 1990s dot-com bubble to burst. “OpenAI is 2000 in a nutshell,” Cramer said on “Squawk on the Street,” comparing the current everything-AI-mentality to the everything-internet that got the market in trouble roughly 25 years […]
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Weak jobs data, Salesforce earnings, GM’s ‘Silicon Valley cowboy’ and more in Morning Squawk
A sign at a NYS Department Of Labor job fair at the Downtown Central Library in Buffalo, New York, US, on Wednesday, Aug. 27, 2025. Lauren Petracca | Bloomberg | Getty Images This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Here are five key things investors need to know to […]
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Dan Niles says his best idea right now is cash. Here’s what else he likes
In a market that could soon be topping out, the best investment idea right now is cash, according to Dan Niles, founder of Niles Investment Management. The market moved higher on Wednesday, but Microsoft shares fell after The Information reported the company was slashing software sales quotas tied to artificial intelligence. Microsoft denied the report […]
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Macy’s earnings, OpenAI under pressure, Boeing’s delivery outlook and more in Morning Squawk
Exterior view of Macy’s herald square store in New York City, on November 28, 2025. Kena Betancur | Afp | Getty Images This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Here are five key things investors need to know to start the trading day: 1. Shopping around Macy’s beat Wall […]
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Bank of America says ASML is its top semiconductor stock pick heading into 2026
Bank of America sees further gains ahead for shares of ASML . Analyst Didier Scemama reiterated the semiconductor equipment supplier at a buy rating and listed it as his top pick within the semiconductor space, as well as one of his top picks for 2026. He also hiked his price objective to $1,331 from $1,134, […]
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Buyer beware? Increasingly complex ETFs may burn investors due to market backdrop
ETF Edge Buyer beware? Increasingly complex ETFs may burn investors due to market backdrop Published Wed, Dec 3 20257:00 AM EST Blair Bao WATCH LIVE Source
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Anthropic reportedly preparing for one of the largest IPOs ever in race with OpenAI: FT
Anthropic, the AI startup behind the popular Claude chatbot, is in early talks to launch one of the largest initial public offerings as early as next year, the Financial Times reported Wednesday. For the potential IPO, Anthropic has engaged law firm Wilson Sonsini Goodrich & Rosati, which has previously worked on high-profile tech IPOs such […]
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We’re raising our CrowdStrike price target following a beat and raise quarter
CrowdStrike on Tuesday evening reported better-than-expected fiscal 2026 third-quarter results and forward guidance. The numbers, however, were not enough to power shares higher, given their roughly 24% advance since the cybersecurity company’s fiscal second-quarter print back in late August. That said, the latest beat and raise should help solidify recent stock gains and set the […]
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