Federal Reserve rate cut expectations shifted sharply on Thursday as Treasury yields pulled back and the S&P 500 advanced, following comments from Fed Governor Christopher Waller. Treasury Yields and Fed Rate Expectations Drive Market Gains US stocks moved higher on Thursday as investors grew more optimistic that the Federal Reserve might leave interest rates unchanged … Read more
Johnson & Johnson shares finished at a record close above $275, extending their winning streak to seven straight sessions, according to market data. UBS analysts raised their price target on the healthcare giant to $320 per share from $280, pointing to an inflecting top-line growth rate and a shift toward higher-margin products. Jim agreed with … Read more
According to the CNBC Investing Club with Jim Cramer, markets moved higher with the S&P 500 up about 0.75% and the Nasdaq gaining roughly 1.5%, driven largely by strong corporate earnings in the technology sector. However, the rally lacked broad-based participation, as technology stood as the only S&P 500 sector in the green while AI … Read more
Meta Platforms shares held onto slight gains following a proposed settlement with 52 state and U.S. territory attorneys general regarding social media addiction cases, according to the CNBC Investing Club with Jim Cramer. On Wednesday, markets remained largely unchanged as participants anticipated major technology earnings, while Treasury yields rose on the heels of a hotter-than-anticipated … Read more
Nvidia has become so critical to the artificial intelligence boom that its quarterly earnings serve as a referendum on the entire tech market, according to CNBC’s Jim Cramer. Speaking on CNBC’s “Mad Money,” Cramer stated that the chipmaker’s financial results will reverberate across the broader infrastructure buildout because the company touches everything from data centers … Read more
Market sentiment around high-growth equities often pivots on polarizing valuations, with CNBC commentator Jim Cramer offering mixed assessments on speculative names like Rocket Lab and Palantir alongside traditional stalwarts such as IBM. According to CNBC business coverage, investors are weighing aggressive growth plays against established industrial and tech leaders as portfolios adjust to changing market … Read more
Jim Cramer’s Charitable Trust is cutting its Broadcom position in half, selling 165 shares at roughly $361.27 to decrease portfolio exposure to artificial intelligence infrastructure amid rising political friction. According to portfolio disclosures, the trade reduces the trust’s AVGO weighting from 3% to about 1.5%, realizing a profit of approximately 323% on shares purchased in … Read more
Cramer Highlights Data Center Demand and Resilient GPU Pricing Market confidence in accelerated computing infrastructure received a boost on August 12 when Jim Cramer pointed to strong sector indicators during his television broadcast. According to Cramer, data center stocks surged following a benign consumer price index reading, bolstered by fiber optics reports from Lumentum and … Read more
AI Data Center Trade Reclaims Market Leadership Following Forced Fund Unwind According to CNBC’s Jim Cramer, the artificial intelligence data center trade is reclaiming its central position in the market as underlying fundamentals overcome recent investor pressure. Speaking on “Mad Money,” Cramer stated that market participants betting against data center infrastructure faced heavy losses during … Read more
Cardinal Health shares set a record close after the company reported fourth-quarter fiscal 2026 results that beat adjusted earnings expectations despite a top-line revenue miss, according to LSEG data. Revenue for the quarter ending June 30 increased nearly 6% year over year to $63.67 billion, falling short of the $65.03 billion consensus estimate, while adjusted … Read more