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Data center stocks to buy on the AI boom: Jefferies

by Walter Watson
Data center stocks to buy on the AI boom: Jefferies

Artificial intelligence is set to give the global data center market a major boost, according to Jefferies, and usher in a “new era of electricity demand.” “As GPUs [graphics processing …

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Victoria Greene on navigating AI boom as it boosts stocks beyond tech

by Walter Watson
Victoria Greene on navigating AI boom as it boosts stocks beyond tech

Like most investors, Victoria Greene is keeping an eye on the artificial intelligence boom. The chief investment officer of G Squared Private Wealth believes the divergence between AI winners and …

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GEHC’s unwarranted post-earnings plunge is a buying opportunity

by Akin Smith
GEHC’s unwarranted post-earnings plunge is a buying opportunity

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. (We’re …

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‘Big Short’ investor Steve Eisman is betting big on infrastructure

by Walter Watson
‘Big Short’ investor Steve Eisman is betting big on infrastructure

Steve Eisman of “The Big Short” fame has been bullish on infrastructure stocks after studying the industry for the past two years, and here are the companies he likes the …

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Good news is good news for the market. Palo Alto Networks may be a buy

by Horatio Thompson
Good news is good news for the market. Palo Alto Networks may be a buy

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. (We’re …

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Jim Cramer shares his thoughts on TSLA, HTZ, PEP, SMCI and VRT

by Horatio Thompson
Jim Cramer shares his thoughts on TSLA, HTZ, PEP, SMCI and VRT

Jim Cramer’s daily rapid fire looks at stocks in the news outside the CNBC Investing Club portfolio. Tesla : Shares rose 5% after the electric vehicle maker announced plans to …

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Here is Eli Lilly’s competitive edge in GLP-1 obesity drugs and Abbott’s secondary play

by Akin Smith
Here is Eli Lilly’s competitive edge in GLP-1 obesity drugs and Abbott’s secondary play

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. (We’re …

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These stocks are poised to benefit from power-hungry AI

by Walter Watson
These stocks are poised to benefit from power-hungry AI

Artificial intelligence is a power-hungry business. The AI servers Nvidia shipped just last year are estimated to have consumed roughly the same amount of electricity as 20 million U.S. homes, …

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