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Why pension funds are doubling down on private credit despite deepening cracks
Pension funds are sticking with private credit, and in some cases doubling down on allocations even as concerns mount over underwriting standards, valuation opacity and sector concentration. Institutional investors, including pension funds, “generally remain committed to the asset class, with many continuing to build out their allocations,” said Cameron Systermans, head of multi-asset at Mercer […]
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Corning CEO to Cramer: Deals with 2 unnamed hyperscalers ‘larger’ than $6B Meta pact
The investment story for Corning looks even sweeter in the wake of Jim Cramer’s sit-down with CEO Wendell Weeks on “Mad Money” on Thursday night. One day after Corning’s blockbuster optical partnership with Nvidia , Weeks shed some more light on the company’s new supply agreements with two unnamed hyperscalers. Corning first disclosed these along […]
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CNBC Daily Open: Iran reviews ‘one-page peace plan’
This photo taken on April 20, 2026 shows a national flag of Iran hanging on a building damaged by the U.S.-Israeli attacks in Tehran, Iran. Shadati | Xinhua News Agency | Getty Images Hello, this is Leonie Kidd writing to you from London. Welcome to another edition of CNBC’s Daily Open. A one-page document has […]
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Inside India newsletter: Social media is reshaping the world’s fastest-growing market for global brands
Hello, this is Priyanka Salve, writing to you from Singapore. Welcome to the latest edition of “Inside India“ — your one-stop destination for stories and developments from the world’s fastest-growing large economy. Rising incomes and a large population base make India a key market for global consumer-focused companies. But now, celebrity endorsements and wide distribution are not […]
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Jim Cramer says Big Tech cannot afford to be cheap on AI spending
Cloud computing giants cannot afford to pinch pennies on the artificial intelligence buildout, CNBC’s Jim Cramer argued Wednesday. Cramer’s comments came after he heard someone describe the rally in data center and AI-related stocks as an “if you build it, they will come” dynamic — the idea that companies are spending aggressively on infrastructure in […]
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Snap issues cautious guidance as Perplexity deal ends, Middle East ‘geopolitical situation’ causes uncertainty
Evan Spiegel, co-founder and chief executive officer of Snap Inc., during the Axios Media Trends Live event in New York, US, on Thursday, Sept. 18, 2025. Michael Nagle | Bloomberg | Getty Images Snap shares dropped about 4% in extended trading after the company reported first-quarter earnings on Wednesday and provided cautious sales guidance while […]
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Cramer: Investors’ selling Microsoft stock to fund flashier AI picks won’t last forever
Microsoft is getting left behind as investors rotate into hotter artificial intelligence stocks. Jim Cramer says this dynamic won’t last forever. “I still own it for the Trust,” Jim said on CNBC on Wednesday, referring to his Charitable Trust , which is the portfolio used by the Investing Club. Jim’s reason to keep the Microsoft […]
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Nvidia, Corning partner on massive optical fiber deal that may be a game changer for AI
Nvidia, the chipmaker at the center of the artificial intelligence boom, is partnering with glassmaker Corning for three new advanced manufacturing facilities in North Carolina and Texas dedicated entirely to optical technologies for the world’s most valuable semiconductor company. The factories will lead to the creation of at least 3,000 jobs and increase Corning’s U.S. […]
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Apple’s R&D investments top 10% of sales as AI race creates ‘sense of urgency’
Apple CEO Tim Cook gestures as he departs after a business leaders reception with the U.S. president on the sidelines of the World Economic Forum annual meeting in Davos on Jan. 21, 2026. Fabrice Coffrini | Afp | Getty Images For the first time in at least 30 years, Apple is spending more than 10 […]
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AMD tops estimates for first quarter as data center revenue jumps 57%
Lisa Su, chair and chief executive officer of Advanced Micro Devices Inc. (AMD), during the 2026 CES event in Las Vegas, Nevada, US, on Monday, Jan. 5, 2026. Bridget Bennett | Bloomberg | Getty Images Advanced Micro Devices reported first-quarter earnings Tuesday that topped expectations, while the company’s revenue forecast also exceeded estimates as demand […]
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