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Applied Materials Inc

New AI winners beyond Big Tech are set to emerge: UK asset manager

by Joseph Addison
New AI winners beyond Big Tech are set to emerge: UK asset manager

The AI revolution is “the biggest platform shift since electricity” and, as such, will bring investment opportunities in smaller tech firms that are climbing ever nearer to the Big Tech …

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U.S. may have reached ‘high water mark’ in China tensions

by Joseph Addison
U.S. may have reached ‘high water mark’ in China tensions

CNBC’s Jim Cramer on Tuesday addressed the many unknowns regarding Donald Trump’s trade policies and wondered if the president-elect may be more amiable towards China than many think — perhaps …

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Here’s why Eli Lilly is bouncing back, plus mega-caps lag, staples rise

by Joseph Addison
Here’s why Eli Lilly is bouncing back, plus mega-caps lag, staples rise

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: …

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Earnings from Home Depot, Disney and new CPI data

by Joseph Addison
Earnings from Home Depot, Disney and new CPI data

CNBC’s Jim Cramer on Friday identified what to look out for next week on Wall Street, highlighting earnings from Home Depot, Disney and new consumer price index data from the …

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A major backer of Modelo parent Constellation sold its stake. Here’s why we’re staying invested

by Joseph Addison
A major backer of Modelo parent Constellation sold its stake. Here’s why we’re staying invested

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 …

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After a busy week of trades, we’re looking to some key inflation data

by Joseph Addison
After a busy week of trades, we’re looking to some key inflation data

It was another volatile week for stocks, but Wall Street ultimately finished lower again. The market experienced a sharp sell-off Monday on recession concerns, which led the S & P …

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Global chip equipment makers double China revenue share since U.S. controls

by Joseph Addison
Global chip equipment makers double China revenue share since U.S. controls

A worker produces chips at a semiconductor manufacturing enterprise in Binzhou, China, on June 4, 2024. Nurphoto | Nurphoto | Getty Images BEIJING — Four of the world’s largest semiconductor …

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Global chip stocks from Nvidia to ASML fall as geopolitics, Trump weigh

by Joseph Addison
Global chip stocks from Nvidia to ASML fall as geopolitics, Trump weigh

President Joe Biden and his Chinese counterpart Xi Jinping are expected to meet on the sidelines of the Asia-Pacific Economic Cooperation summit in San Francisco in November. Saul Loeb | …

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Jim Cramer’s top 10 things to watch in the stock market Friday

by Joseph Addison
Jim Cramer’s top 10 things to watch in the stock market Friday

My top 10 things to watch Friday, May 17 1. Wall Street heads for a flat open Friday, tracking to complete a strong week that was kicked into high gear …

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Earnings from Home Depot, Alibaba, Walmart

by Joseph Addison
Earnings from Home Depot, Alibaba, Walmart

CNBC’s Jim Cramer on Friday guided investors through next week’s market action, telling them to pay attention to a number of earnings reports, including Home Depot, Alibaba and Walmart. He …

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