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Jim Cramer: Here’s the list of AI winners to buy for 2026 and beyond
CNBC’s Jim Cramer said the data center and artificial intelligence boom is becoming all-consuming, spreading far beyond the tech companies and into nearly every corner of the market. “AI is inexorable. It is fierce. And it is making believers fortunes,” the “Mad Money” host said Tuesday after all three major indexes closed higher. The market […]
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Super Micro stock jumps 19% on guidance beat as revenue more than doubles
Super Micro CEO Charles Liang speaks at the HumanX conference in Las Vegas on March 10, 2025. Big Event Media | HumanX | Getty Images Super Micro Computer shares jumped 19% in extended trading on Tuesday after the server maker issued strong guidance, although revenue for its fiscal third quarter came in below estimates. Here’s […]
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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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Micron zooms past $700 billion market cap as rally in memory stocks accelerates
Micron Technology CEO Sanjay Mehrotra during a groundbreaking ceremony for the company’s new semiconductor manufacturing facility in Clay, New York, Friday, Jan. 16, 2026. Heather Ainsworth | Bloomberg | Getty Images Micron’s historic rally continued on Tuesday, with shares of the memory maker surging 11%, lifting the company’s market cap past $700 billion for the […]
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Intel soars 14% on report of Apple chip talks, hits new all-time high
Intel headquarters in Santa Clara, California, on Jan. 22, 2026. Justin Sullivan | Getty Images Intel shares climbed 14% Tuesday, hitting a new all-time high as the chipmaker continued its historic run from April. The jump comes on a Bloomberg report that Apple is in talks with both Intel and Samsung to produce the main […]
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Property Play: Nvidia and PulteGroup are helping this startup put mini data centers on homes
A version of this article first appeared in the CNBC Property Play newsletter with Diana Olick. Property Play covers new and evolving opportunities for the real estate investor, from individuals to venture capitalists, private equity funds, family offices, institutional investors and large public companies. Sign up to receive future editions, straight to your inbox. Even […]
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Cramer defends AMD after downgrade: ‘This stock is going to go up much more’
Key Points CNBC’s Jim Cramer said AMD still has significant upside, arguing AI-driven demand for CPUs will keep pushing the stock higher. Cramer was responding to HSBC’s downgrade of AMD to hold from buy. CNBC’s Jim Cramer pushed back on a downgrade of Advanced Micro Devices , saying the stock still has meaningful upside as […]
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AI chipmaker Cerebras targets $3.5 billion raise in IPO
Nikolas Kokovlis | Nurphoto | Getty Images Artificial intelligence chipmaker Cerebras aims to raise as much as $3.5 billion by going public on the Nasdaq. The company is looking to sell 28 million shares, for $115 to $125 each, according to an updated prospectus it filed on Monday. At that range, Cerebras could be worth […]
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CNBC Daily Open: Trump’s Hormuz gambit lands with a whimper
U.S. Marines from the 31st Marine Expeditionary Unit board M/V Blue Star III, a commercial ship suspected of attempting to transit to Iran in violation of the U.S. blockade of Iranian ports, April 28, 2026. U.S. forces released the vessel after conducting a search and confirming the ship’s voyage would not include an Iranian port […]
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Big Tech earnings show how big, smart spending can be rewarded by the market
I am growing tired of the endless bubble talk about all of the data center spending. It’s obvious from this quarter that the bubble talk has been proven wrong; try getting someone to say that, though. So, who do I think I am to go there? Just an observer. One who believes that this was […]
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