4 reasons for the tech selling Tuesday — and why we’re not changing our view on the group

4 reasons for the tech selling Tuesday — and why we’re not changing our view on the group

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. Markets: Stocks are starting the first day of October and the fourth quarter on a lower note, following a similar trend we saw at the start … Read more

India to fabricate its first chip in two years as companies pledge to expand in the country

India to fabricate its first chip in two years as companies pledge to expand in the country

Indian Minister of Commerce and Industry, Consumer Affairs, Food and Public Distribution and Textiles Shri Piyush Goyal is talking to media on EU-India trade relations. India will waive tariffs on industrial imports from four European nations for a $100 billion investment over 15 years, ending nearly 16 years of negotiations. Thierry Monasse | Getty Images … Read more

Cerebras files for IPO

Cerebras files for IPO

Andrew Feldman, co-founder and CEO of Cerebras Systems, speaks at the Collision conference in Toronto on June 20, 2024. Ramsey Cardy | Sportsfile | Collision | Getty Images Artificial intelligence chip startup Cerebras Systems on Monday filed its prospectus for an initial public offering, with plans to trade under the ticker symbol “CBRS” on the … Read more

Why Wells Fargo (WFC) is jumping, and 3 things we want from COST earnings

Why Wells Fargo (WFC) is jumping, and 3 things we want from COST earnings

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. Lost steam: Stocks are up Thursday, but the S & P 500 has come well off its highs of the morning. Similarly, the tech-heavy Nasdaq initially … Read more

India wants to become a semiconductor powerhouse, but it can’t do it on its own

India wants to become a semiconductor powerhouse, but it can’t do it on its own

Workers assembles smartphones at Dixon Technologies factory in Uttar Pradesh, India, on Thursday, Jan. 28, 2021.  Bloomberg | Bloomberg | Getty Images India has big ambitions to become a semiconductor powerhouse as the world’s fifth-largest economy pushes for self-reliance in manufacturing. Indian Prime Minister Narendra Modi has set numerous goals to propel the country’s semiconductor … Read more

Why Nvidia stock is surging, and the lesson to be learned from Home Depot’s rally

Why Nvidia stock is surging, and the lesson to be learned from Home Depot’s rally

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. Tuesday turnaround: Much weaker-than-expected consumer confidence data sent the market down earlier in the morning, but we’ve rallied since the Morning Meeting , putting the S … Read more

6 things from my San Francisco trip reveal AI stock winners

6 things from my San Francisco trip reveal AI stock winners

It’s time for some of my reflections on a week in San Francisco talking to dozens of executives and workers in tech. It was a grueling trip, but a necessary one, because we are at a pivotal time when it comes to the revolution of artificial intelligence and accelerated computing. AI gets talked about a … Read more

Hedge against political cycles is better investment than AI: Van Eck

Hedge against political cycles is better investment than AI: Van Eck

A major exchange-traded fund and mutual fund manager finds the winning gold trade isn’t talked about as much as the artificial intelligence trade — but maybe it should be. VanEck CEO Jan van Eck thinks the best investment this year is “the hedge against political cycles.” To him, that means investing in gold.  “It is quietly … Read more

Intel wild week leaves Wall Street uncertain about chipmaker’s future

Intel wild week leaves Wall Street uncertain about chipmaker’s future

Intel CEO Patrick Gelsinger speaks at the Intel Ocotillo Campus in Chandler, Arizona, on March 20, 2024.  Brendan Smialowski | AFP | Getty Images It was quite a week for Intel. The chipmaker, which has lost over half its value this year and last month had its worst day on the market in 50 years … Read more

Wall Street hits records — here are the winners and the losers after the Fed rate cut

Wall Street hits records — here are the winners and the losers after the Fed rate cut

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. Market surge: The S & P 500 jumped almost 2% to record highs Thursday in a delayed reaction to the Federal Reserve lowering the fed funds … Read more