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Here’s our monthly update on all 31 portfolio stocks, including 3 on the buy list
The CNBC Investing Club held its April Monthly Meeting on Thursday, with Jim Cramer and Jeff Marks, director of portfolio analysis, hashing it out on each stock in the portfolio. The confab came a day after the S & P 500 closed at its first record high since late January, punctuating its dramatic comeback from […]
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Vance’s Iran and Orbán setbacks raise questions about his standing with Trump
U.S. Vice President JD Vance speaks during a Turning Point USA event at Akins Ford Arena at the Classic Center on April 14, 2026 in Athens, Georgia. Chip Somodevilla | Getty Images President Donald Trump this month sent Vice President JD Vance to Hungary to boost its embattled prime minister and then to Pakistan for […]
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‘Guns vs. butter’: IMF flags tough trade-offs as governments ramp up defense spending
Members of Houthi security forces stand guard as supporters of Yemen’s Houthis movement participate in a rally held to mark the 11th anniversary of the military campaign launched by the Saudi-led coalition on March 26, 2026 in Sana’a, Yemen. Mohammed Hamoud | Getty Images News | Getty Images A new era of higher defense spending […]
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Anthropic unveils plans for major UK expansion after OpenAI announces first permanent London office
Anthropic said Thursday it’s expanding its presence in London with new office space for 800 people, days after rival OpenAI unveiled plans for its first permanent office in the U.K. capital. The maker of the Claude AI chatbot currently has more than 200 people based in London, the company said in a statement. “London is […]
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Inside India newsletter: Small towns are powering e-commerce’s fastest-growing market, dominated by Amazon, Walmart unit
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. Amazon and Walmart’s Flipkart dominate India’s e‑commerce market. This week, I unpack why the U.S. giants are keen to expand in the […]
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The public sours on AI and data centers as Anthropic, OpenAI look to IPO and tech keeps spending
Artificial intelligence is losing the popularity contest in the United States, and that’s bad news for some of Big Tech’s power players. The trend has implications for richly valued companies like OpenAI and Anthropic, which are both on the path to go public. It also threatens Amazon, Google, Microsoft and Meta, the so-called hyperscalers planning […]
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Lumen Technology’s high-stakes fiber bet nearly bankrupted it. Now, it’s powering its AI future
Key points: Lumen Technologies has shed assets and cut debt after it narrowly skirted bankruptcy. The company is focused now on shifting toward high-growth businesses such as AI networking and cloud services. Its fiber network is a key advantage. Lumen plans to layer a digital services platform over it to provide customers the ability to […]
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Nvidia’s long-awaited stock breakout is proof that patience pays off
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. The S & P 500 on Wednesday made a new intraday high for the year, as the rebound from the Iran war sell-off continued. At one […]
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Stocks making the biggest moves midday: DoorDash, Robinhood, Broadcom, Sandisk & more
Here are the companies making headlines in midday trading. Nvidia – Shares of the chip giant popped about 1% as investors plowed money back into tech stocks. Nvidia is on pace for an 11th consecutive winning session, its longest stretch of daily gains on record. Caterpillar – The manufacturer of construction equipment dropped about 5%. […]
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Jim Cramer says the stock market is so overbought that we have to tread carefully
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 Wednesday’s key moments. 1. The major averages were mixed Wednesday. The blue-chip Dow was down about 200 points, but the S & P 500 was higher by roughly 0.3%. Leading the way is […]
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