Tech giants are borrowing at a pace that would have seemed unthinkable just a few years ago, betting that AI revenues will eventually justify the load. But skeptical investors, blocked construction projects,…
Jim Cramer says the SK Hynix mega-listing clears the biggest threat hanging over AI stocks in 2026, but one scenario could blow that thesis apart before summer ends.
David Moadel Jim Cramer is furious that investors keep dumping one of the most proprietary chip companies ever built while rewarding a commodity memory stock with a higher forward multiple. The numbers behind his…
David Moadel Six tech giants have flooded the corporate bond market with a level of borrowing that dwarfs anything seen in recent memory, and the bet only pays off if AI delivers returns at…
Rich Duprey Microsoft shares keep sliding while the business behind them keeps growing, and that gap between price and reality is exactly where conviction gets built or destroyed.
On CNBC’s Squawk on the Street, Jim Cramer made a call that resonated across chip and cloud names: the tech tape is bouncing. And that Oracle may be the most interesting contrarian…
Ian Cooper Oracle (NYSE:ORCL | ORCL Price Prediction | ORCL Price Prediction) has quietly become one of the most important AI infrastructure companies on the planet, yet its stock is behaving as if the…
Vandita Jadeja Shares of FuelCell Energy (NASDAQ:FCEL) are down 14% in Wednesday morning trading after the company priced a large dilutive stock offering below recent levels. The stock last changed hands at $22.43, well…
Shares of Cloudflare (NYSE:NET | NET Price Prediction) are up 9% in midday trading to about $269 after Scotiabank upgraded the stock and raised its price target. The move puts Cloudflare shares…
Live Updates Auto AI 12:12pm ETMicron Technology (NASDAQ:MU | MU Price Prediction) and Ford (NYSE:F) announced a long-term Strategic Customer Agreement to secure memory and storage supply for Ford’s next-generation vehicle production.…
The Number Three companies. One buildout. $750 billion is the round-number scale the market now attaches to the AI infrastructure wave rolling through NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), Alphabet (NASDAQ:GOOG), and…
The Vanguard Information Technology ETF (NYSEARCA:VGT) just gave back a chunk of its 2026 run, sliding 5% in a single week as semiconductor names corrected. The fund is still up about 21%…
Oracle (NASDAQ:ORCL | ORCL Price Prediction) shareholders can’t seem to catch a break with the stock crashing close to 43% off its year-to-date peak of $248 and change. If you chased a…
Joey Frenette Nancy Pelosi’s husband is a venture capitalist who has been highly successful in the stock market for nearly four decades, and all his trades (attributed to Pelosi due to their marriage) have…
CoreWeave (NASDAQ:CRWV) stock is down 13% to $86.72 in early trading Wednesday, extending a stretch of heavy volatility for the AI cloud provider. The slide comes without a clean, single catalyst dated…
David Moadel 
