On Friday, the CNBC Investing Club held its February Monthly Meeting, where Jim Cramer and Director of Portfolio Analysis ran through each stock in the portfolio. Jim put a special focus on the Club stocks within the artificial intelligence trade. He’s dubbed them the “Fourth Industrial Revolution stocks,” borrowing the …
Cisco Systems shares fell Wednesday evening despite the networking company delivering a beat and raise. The results were solid but not enough with the stock trading at record highs and at a premium to its historical valuation — something we warned created a tricky backdrop for the report. Revenue in …
Jim Cramer and Jeff Marks, the Club’s director of portfolio analysis, on Thursday delivered updates on all 34 Club holdings during the January Monthly Meeting. Here are the highlights from the first meeting of 2026, starting with our four turnaround stories: 4 turnaround plays Nike: The apparel and sneaker retailer …
During the December Monthly Meeting , Jim Cramer and Jeff Marks, the Investing Club’s director of portfolio analysis, set the table for the stock market in 2026, including identifying out-of-favor stocks that are strong buys right now. Here’s a rapid-fire update on each stock in the portfolio, starting with seven …
It was a volatile week for the stock market, with the Dow Jones Industrial Average hitting an all-time high before pulling back. Wall Street pulled money away from Big Tech and into more defensive sectors, such as health care and financials. The end of the longest-ever U.S. government shutdown and …
“Let’s start with something simple. I cannot recall a time this year when it feels this good to be diversified among a whole host of terrific growth stocks, because growth of all kinds always works. Until now, it’s been terrific for all of 2025 to own nothing but data center, …
Cisco Systems shares spiked higher Wednesday evening after the networking company delivered a quarterly beat and outlook raise. Another quarter of double-digit order growth proves Cisco is an underrated winner from the AI infrastructure buildout. Revenue in the company’s fiscal 2026 first quarter, which ended Oct. 25, increased 8% year …
A brutal week for tech stocks dragged the Nasdaq Composite to its worst week since April. Investors will try turning the page in the week ahead, as the government shutdown drags on and third-quarter earnings season chugs along. Here’s a closer look at the three big things on our radar. …
If I hear one more hedge fund oligarch on television tell me that the data center buildout/artificial intelligence story is just like the dot-com bubble, I am going to tear someone else’s hair out because I don’t have enough to demonstrate my full frustration. Many of the people opining and whining …
Nikesh Arora of the United States on the first hole during the third round of The Alfred Dunhill Links Championship at The Old Course on October 02, 2021 in St Andrews, Scotland. David Cannon | David Cannon Collection | Getty Images When Nikesh Arora was named CEO of Palo Alto …