Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Monday’s key moments. 1. The S & P 500 rose on Monday, supported by strength in big tech. Club holdings Nvidia and Broadcom climbed more than 3%, building on gains from Friday’s broad…
Lisa Su, chair and chief executive officer of Advanced Micro Devices Inc., during a Bloomberg Television interview in San Francisco, Oct. 6, 2025. David Paul Morris | Bloomberg | Getty Images Advanced Micro Devices reported fourth-quarter earnings that topped expectations, but the company’s first-quarter forecast fell short of what some analysts were expecting amid an…
The stock market is well-positioned to bounce next week if the heavyweight companies set to report earnings deliver strong numbers, CNBC’s Jim Cramer said Friday. That’s because the market ended the week on a subdued note, the “Mad Money” host said, after the S&P 500 finished in the red for three straight days. The busy…
onathan Raa | Nurphoto | Getty Images ASML reported on Wednesday orders that smashed past expectations while 2026 sales guidance was also ahead of estimates as AI demand continues to support the Dutch chip giant’s business. Bookings, one of the most closely-watched metrics from investors, came in at 13.2 billion euros ($15.8 billion) in the…
Intel CEO Lip-Bu Tan holds a wafer of CPU tiles for the Intel Core Ultra series 3, code-named Panther Lake, outside the Intel Ocotillo campus in Chandler, Arizona. Panther Lake is the first client system-on-chips (SoCs) built on the Intel 18A process node. Courtesy: Intel Wall Street is piling into Intel ahead of the chipmaker’s…
Micron stock rose nearly 8% Friday as investors looked to buy AI chip supply chain stocks after Taiwan Semiconductor Manufacturing Co. reported robust earnings on Thursday, signaling continued AI infrastructure spending. Shares of Micron, one of the makers of memory and storage for artificial intelligence systems, is up over 250% over the past year, as…
A view of the TSMC Global R&D center in Hsinchu, Taiwan April 15, 2025. Ann Wang | Reuters Thursday offered markets a rare respite from nonstop geopolitical upheaval. Yet the week’s headlines still reflected larger global dynamics. Case in point: Taiwan’s $250 billion investment in chip production in the U.S., which is as much a…
A man walks past a TSMC logo at Hsinchu Science Park in Hsinchu, Taiwan April 15, 2025. Ann Wang | Reuters Thursday offered markets a rare respite from nonstop geopolitical upheaval. Yet the week’s headlines still reflected larger global dynamics. Case in point: Taiwan’s $250 billion investment in chip production in the U.S. is not…
Maskot | Maskot | Getty Images If there is still no clear answer to the question of how artificial intelligence is influencing gains and losses in the job market, there is at least one AI question that job candidates, and current workers hoping to keep their roles, should be prepared to answer clearly in 2026….