These 3 ugly duckling stocks will become beautiful swans Fed cuts rates

These 3 ugly duckling stocks will become beautiful swans Fed cuts rates

It always turns out the same way: No matter what people might say, the beginning of an interest rate cycle always causes a change in command in the stock market. You must always change your mind, hold your nose, and buy what look to be some of the weakest names — the stocks that do … 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

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

Disney to ditch Slack after July data breach

Disney to ditch Slack after July data breach

The Mickey Mouse and Minnie Mouse float passes by during the daily Festival of Fantasy Parade at the Magic Kingdom Park at Walt Disney World on May 31, 2024, in Orlando, Florida.  Gary Hershorn | Corbis News | Getty Images The Walt Disney Company will no longer use Slack for in-house company communication months after … Read more

Tech dealmakers skeptical that M&A will pick up after election

Tech dealmakers skeptical that M&A will pick up after election

Lina Khan, chair of the U.S. Federal Trade Commission, and Jonathan Kanter, assistant attorney general for the Justice Department’s antitrust division, participate in a discussion on antitrust reforms at the Brookings Institution in Washington on Oct. 4, 2023. Khan assumed the role of FTC chair in June 2021 after being appointed by U.S. President Joe … Read more

We ranked Q2 earnings from 30 portfolio stocks from great to ugly

We ranked Q2 earnings from 30 portfolio stocks from great to ugly

It was a solid quarter for the companies in our stock portfolio, with the bulk of our names reporting what we felt were good-to-great earnings reports. Continued economic growth on the back of a resilient consumer and increasing business confidence ahead of what most expect to be a lower interest rate environment helped drive the … Read more

Thematic tech ETF investing may have selective use case, experts say

Thematic tech ETF investing may have selective use case, experts say

Even with recent rotation away from megacap tech stocks, there may still be a case for investing in thematic tech exchange-traded funds. Roundhill Investments runs the Roundhill Generative AI & Technology ETF (CHAT), which is up 13.8% year to date as of Friday’s market close. But despite recent volatility in the group, the firm’s CEO … Read more

AI craze getting funded by tech giants, distorting traditional VCs

AI craze getting funded by tech giants, distorting traditional VCs

Amazon Web Services CEO Adam Selipsky speaks with Anthropic CEO and co-founder Dario Amodei during AWS re:Invent 2023, a conference hosted by Amazon Web Services, at The Venetian Las Vegas in Las Vegas on Nov. 28, 2023. Noah Berger | Getty Images Almost three years into a largely dormant IPO cycle, venture capitalists are in … Read more

Salesforce to acquire Own for $1.9 billion in cash

Salesforce to acquire Own for .9 billion in cash

Marc Benioff, CEO of Salesforce.com, speaks during a keynote at the Dreamforce 2023 conference in San Francisco on Sept. 12, 2023. Marlena Sloss | Bloomberg | Getty Images Salesforce announced Thursday that it would pay $1.9 billion in cash for Own Co., a startup specializing in tools for backing up data in cloud-based applications. Salesforce … Read more

Your Google searches becoming big target for ‘malvertising’ hackers

Your Google searches becoming big target for ‘malvertising’ hackers

Hackers are increasingly using online ads for malicious purposes. Often, it’s happening through routine Google searches. These schemes are dubbed malvertising, and cyber criminals are striking more often and with increased sophistication. In fall 2023, cybersecurity software firm Malwarebytes tracked a 42% increase month-over-month in malvertising incidents in the U.S. All types of brands are … Read more