AI-adjacent companies may be the next big play

AI-adjacent companies may be the next big play

Inside one of Equinix’s internal operations at Equinix Data Center in Ashburn, Virginia, on May 9, 2024.  Amanda Andrade-Rhoades | The Washington Post | Getty Images This report is from today’s CNBC Daily Open, our international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where … Read more

Time to look at AI-adjacent plays

Time to look at AI-adjacent plays

An Amazon Web Services data center in Stone Ridge, Virginia, US, on Sunday, July 28, 2024.  Nathan Howard | Bloomberg | Getty Images This report is from today’s CNBC Daily Open, our international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Like … 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

Jim Cramer compares his favorite stocks to his favorite players in annual fantasy draft

Jim Cramer compares his favorite stocks to his favorite players in annual fantasy draft

As the football season kicks off with a game between the Baltimore Ravens and the Kansas City Chiefs, CNBC’s Jim Cramer drafted his annual fantasy portfolio, equating his favorite stocks with top players in the National Football League. “If you play fantasy football, you’ve probably already drafted, so good luck to your team,” he said. … Read more

Why tech companies are shopping for nuclear power for data centers

Why tech companies are shopping for nuclear power for data centers

A cooling tower at the Constellation Nine Mile Point Nuclear Station in Scriba, New York, US, on Tuesday, May 9, 2023.  Lauren Petracca | Bloomberg | Getty Images Tech companies are increasingly looking to directly connect data centers to nuclear plants as they race to secure clean energy to power artificial intelligence, sparking resistance from … Read more

Jim Cramer reviews 10 stocks leading the S&P 500 in the second quarter

Jim Cramer reviews 10 stocks leading the S&P 500 in the second quarter

CNBC’s Jim Cramer on Friday analyzed stocks that helped the S&P 500 reach significant gains this year, highlighting the top 10 performers of 2024’s second quarter. Many are involved with energy and data centers. “It’s incredible, but if you were in alternative energy or the data center you did insanely well this quarter,” he said. … Read more