Here’s how the CNBC Investing Club is thinking about its semiconductor holdings after another industry player, Micron, was downgraded to a sell.
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What Friday’s downgrade of Micron means for our chipmaker stocks
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Underwater cables are a vital piece of the AI buildout and internet — investment is booming
Over 95% of international data and voice call traffic travels through nearly a million miles of underwater communication cables. These cables carry government communications, financial transactions, email, video calls and streaming around the world. The first commercial telecommunication subsea cable was used for telegraphs and was laid across the English Channel between Dover, England and […]
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Warren Buffett Watch: Cash fortress Berkshire closes gap with S&P 500 as AI worries depress Wall Street
(This is the Warren Buffett Watch newsletter, news and analysis on all things Warren Buffett and Berkshire Hathaway. You can sign up here to receive it every Friday evening in your inbox.) Berkshire’s stock gains as AI worries depress Wall Street Zoom In IconArrows pointing outwards The upturn for Berkshire shares has cut its underperformance […]
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Bank of America picks five stocks with more room to run after earnings
Bank of America named several stocks that are well positioned following earnings. The Wall Street investment bank says companies like Palantir are too attractive to ignore. Other buy-rated names screened by CNBC Pro include: Wayfair , Intapp , Diamondback and AerCap Holdings. Wayfair The online home furnishing company is firing on all cylinders, the firm […]
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