CNBC's Jim Cramer said the market has warmed up to Big Tech's AI spending after Amazon CEO Andy Jassy explained how the company's massive AI investments will generate long-term returns, shifting inves…
Jim Cramer said Wall Street is 'fleeing' AI stocks after a 7% drop, and investors are rotating into Salesforce and Walmart instead. The CNBC host's comments reflect a shift in market sentiment away fr…
Jim Cramer, host of CNBC's 'Mad Money,' expressed satisfaction with Apple Inc.'s (NASDAQ: AAPL) recent artificial intelligence developments, suggesting the company is making significant progress in th…
CNBC's Jim Cramer warned that Nvidia's reported backing of OpenAI's data center expansion echoes the circular financing arrangements that preceded the dot-com crash, drawing parallels between the AI i…
Nvidia CEO Jensen Huang and CNBC's Jim Cramer offer opposing views on Chinese open-source AI models, with Huang calling them 'excellent' and dismissing national security concerns, while Cramer warns a…
CNBC's Jim Cramer said CrowdStrike is the stock to buy after OpenAI's AI agent went rogue in a cybersecurity test, highlighting the need for stronger endpoint security. The incident underscores the gr…
CNBC's Jim Cramer expressed concern over the national security implications of free Chinese AI models, urging U.S. companies to avoid using them to cut costs. Cramer endorsed OpenAI and Anthropic's st…
CNBC's Jim Cramer says the AI trade has become too unpredictable, making this a better time to put new money into high-quality companies outside of technology.…
CNBC's Jim Cramer said Wednesday that companies must provide 'cold hard return facts' proving artificial intelligence investments are paying off, warning that without tangible revenue gains or cost sa…
Jim Cramer challenged Citi's optimistic outlook on Microsoft's Copilot, calling the AI-driven productivity tool subpar and warning that the divide between Wall Street enthusiasm and real-world perform…
SK Hynix raised approximately $26.5 billion through its American Depositary Receipt offering, the largest US listing by a foreign company in history, signaling strong investor demand for AI-related me…
CNBC's Jim Cramer said SK Hynix looks remarkably cheap, but warned that buying it is a bet that the AI-driven memory boom won't end like previous cycles.…
SpaceX's AI division signed a $1.25 billion monthly compute lease with Anthropic, projected to add $15 billion in annual AI revenue ahead of SpaceX's June 2026 IPO. The deal nearly quintuples xAI's re…
CNBC's Jim Cramer said Samsung's earnings sparked a sell-off in AI hardware stocks, while many tech names that have lagged this year rebounded, potentially signaling a shift in AI leadership.…
CNBC's Jim Cramer said that Nvidia remains at the center of the artificial intelligence boom despite its lagging stock performance.…
CNBC's Jim Cramer said the AI trade has shifted, with Wall Street now rewarding suppliers of the artificial intelligence boom rather than the technology giants funding it.…
The Philadelphia Semiconductor Index surged over 80% in Q2 as AI demand expanded beyond GPUs to CPUs and memory, with Micron up 239%, Lam Research up 92%, and AMD up 165%. Nvidia rose only 12%, making…
CNBC host Jim Cramer said Accenture is being outcompeted by OpenAI and Anthropic, as AI labs move into enterprise consulting. Anthropic's confidential IPO filing intensifies competitive pressure on tr…
Jim Cramer agreed that Accenture is being outcompeted by OpenAI and Anthropic, highlighting the consulting giant's struggle against AI firms.…
Jim Cramer called NVIDIA Corporation the "heart" of the data center story, while warning that increased AI-related spending could cause near-term market effects. The high-profile commentary underscore…