Jim Cramer Breaks Down the Generational Shift Driving Robinhood (HOOD) Forward
During the September 8 episode of Mad Money, Jim Cramer turned his attention to the momentum in Robinhood Markets, Inc.
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Jim Cramer Favors Dell (DELL) Over Super Micro (SMCI) as AI Server Demand Surges
During the September 8 episode of Mad Money, a caller asked for thoughts on Super Micro Computer, Inc.
Jim Cramer on Simon Property (SPG) and Federal Realty (FRT): “Both of Them Are Excellent”
During the September 8 episode of Mad Money, a caller inquired if they should buy Simon Property Group, Inc.
Jim Cramer Highlights Affirm (AFRM) and Its Strong Merchant Network
During the September 8 episode of Mad Money, examining consumer demand and macroeconomic pressures surrounding Affirm Holdings, Inc.
Jim Cramer Says Jersey Mike’s (JMKE) Could Be at the Start of a Longer-Term Rally
Mad Money host Jim Cramer believes Jersey Mike’s Subs Inc.
Jim Cramer Waits for Oil to Fall Before Adding to FedEx Freight (FDXF)
During the September 9 episode of Mad Money, a caller asked for guidance on managing a sizable underwater position in FedEx Freight Holding Company, Inc.
Intrepid’s (IPI) Trio Turnaround Funds A Bigger Buyback And Cleaner Balance Sheet
On August 4, Intrepid Potash (NYSE:IPI) reported second-quarter results that leaned heavily on one segment doing the heavy lifting.
Jim Cramer Calls Akamai (AKAM) “Terrific” and Cloudflare (NET) One of His Favorites
Starting the lightning round of the September 9 episode of Mad Money, a caller asked for Jim Cramer’s opinion of Akamai Technologies, Inc. (NASDAQ:AKAM).
Palantir and Nvidia Are Building a Sovereign AI Stack. Who Captures More of the Economics?
Palantir Technologies Inc.
Jim Cramer on Builders FirstSource (BLDR): “No, Thank You”
On September 9, during the lightning round, a caller inquired about Builders FirstSource, Inc.
Meta May Overtake Google Search in Ad Revenue This Year, Bernstein Says
According to a note published on August 31, Bernstein analysts believe Meta Platforms, Inc. (NASDAQ:META) will surpass Alphabet Inc.
Krispy Kreme’s (DNUT) Turnaround Math Still Has A Revenue Problem
On August 6, Krispy Kreme (NASDAQ:DNUT) reported second-quarter results that read like two different companies wearing the same ticker.
3D Systems (DDD) Finally Turns The Corner, But Cracks Remain
On August 3, 3D Systems (NYSE:DDD) reported second-quarter results that finally showed some separation between the parts of the business pulling their weight and the parts still...
Investors Title’s (ITIC) Profit Surge Isn’t As Clean As It Looks
On August 6, Investors Title Company (NASDAQ:ITIC) reported second-quarter net income of $14.6 million, or $7.73 per diluted share, for the period ended June 30, up from $12.3...
Eupraxia Pharma (EPRX): When Painful Swallowing Nearly Disappeared, Investors Took Notice
On August 13, Eupraxia Pharmaceuticals Inc.
BridgeBio Oncology Therapeutics (BBOT) Bets Big On A Narrower KRAS Playbook
On September 8, BridgeBio Oncology Therapeutics (NASDAQ:BBOT) released new clinical data for its lead KRASG12C inhibitor, BBO-8520, and used the moment to narrow its focus: the...
Walmart (WMT) Starts Delivering Donuts, and DoorDash and Uber Eats Should Take Notice
CNBC reported on September 5 that Walmart Inc.
GM and Ford Take their Century-Old Rivalry to the Battlefield and the Power Grid
General Motors Company (NYSE:GM) and Ford Motor Company (NYSE:F), rivals for more than a century in racing and vehicle sales, are now competing in defense contracting and energy...
Equinix (EQIX): A 1998 Data Center Company that Found its Own AI Niche
CNBC reported on September 2 that Equinix, Inc.
Honda (HMC) Squeezes its Suppliers to Fight Off Cheaper Chinese Rivals
Reuters reported on September 2 that Honda Motor Co., Ltd.
American Airlines (AAL) Puts $1,000 Behind its Workers’ Kids
American Airlines Group Inc.
Cook Hands Ternus Apple (AAPL) that Still has to Prove itself on AI
Tim Cook stepped down as Apple Inc.
Tesla (TSLA)’s China Growth Streak Hits Double Digits, But Barely
Reuters reported on September 2, citing data from the China Passenger Car Association that Tesla, Inc.
Meta’s $18 Billion Settlement Could Be the Green Light for a New AI Push
Meta Platforms, Inc.
Palantir (PLTR)’s CEO Bets his Own Money on Ukraine’s Ousted Tech-Warfare Architect
CNBC reported on September 2 that Palantir Technologies Inc.
Berkshire (BRK.B)’s CEO Says Communities Are Fighting Back on Data Centers
Berkshire Hathaway Inc.
Uber Cuts 10% of its Workforce to Fund a $10 Billion Robotaxi Bet
Uber Technologies, Inc.
Revolution Medicines (RVMD) Gets its First Approved Drug, and the Market Shrugs
Reuters reported that the FDA approved Revolution Medicines, Inc.
Oracle (ORCL)’s Licensing Terms Draw the Same EU Scrutiny that Just Cost SAP Concessions
The licensing practices of Oracle Corporation (NYSE:ORCL) are on the radar of European Union antitrust regulators, a person familiar with the matter told Reuters on September ...
Baldness Drug Stocks like Veradermics (MANE) and Absci (ABSI) Are Chasing the Same Wall Street Magic as Ozempic
Bloomberg reported on August 29 that hair-loss drug stocks are surging as Wall Street bets on a new pharmaceutical goldmine following the GLP-1 weight-loss boom.
Conagra (CAG) Bets “GLP-1 Friendly” Labels Can Offset a Shrinking Appetite for its Food
The Wall Street Journal reported that weight-loss drugs are reshaping how Americans eat, posing what it called Big Food's biggest challenge: a shrinking appetite for packaged ...
Mercado Pago Keeps Issuing Credit Cards Even as Brazil Worries About Debt
Reuters reported that Mercado Pago, the fintech arm of MercadoLibre, Inc.
Frontier (ULCC)’s CEO is Racing to Claim the Market Spirit Airlines Left Behind
The Wall Street Journal reported that Frontier Group Holdings, Inc.
Palo Alto (PANW)’s CEO Puts a Trillion-Dollar Number on the AI Security Gap
CNBC reported that Palo Alto Networks, Inc.
Dell Technologies (DELL) Raises its AI Server Forecast for the Second Time This Year
On September 1, CNBC reported that Dell Technologies Inc.
Micron (MU)’s Taiwan Workers Want a Bigger Slice of its Record AI Profits
Reuters reported that Micron Technology, Inc.
Nvidia Is Letting Rival AI Chips Into Its Racks. Astera Labs Could Be the Quiet Winner
NVIDIA Corporation (NASDAQ:NVDA) is doing something that initially sounds counterintuitive: making it easier for competing AI accelerators to live inside Nvidia-designed systems...
An Intel-Backed Startup Says It Can Beat HBM. Is Micron’s AI Memory Boom Vulnerable?
Micron Technology, Inc. (NASDAQ:MU) has become one of the AI boom's biggest beneficiaries because high-bandwidth memory has turned into a scarce strategic resource.
Broadcom’s Custom AI Chip Boom Has a Powerful Landlord: TSM
Broadcom Inc. (NASDAQ:AVGO) has become one of the clearest alternatives to NVIDIA's merchant-GPU model as hyperscalers increasingly design custom AI accelerators.
Google’s $15 Billion Finland AI Build Is Good News for Nvidia, With One Important Catch
Alphabet Inc. (NASDAQ:GOOGL) is putting another $15 billion behind the AI infrastructure race.
TSM’s Record Month Confirms AMD’s AI Ramp, but Its Pricing Power Could Take Some of the Upside Back
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) reported a record August just as Advanced Micro Devices, Inc.
Marvell Is Winning Custom AI Business. TSMC May Be the Safer Way to Play It
Marvell Technology, Inc. (NASDAQ:MRVL) is betting heavily on custom AI accelerators and networking.
AI’s HBM Shortage Strengthens Micron’s Hand—and Pressures Nvidia’s GPU Economics
One of the biggest bottlenecks in the AI chip market has become high-bandwidth memory.
RTX Corporation (RTX) Doubles Down on Defense Manufacturing — Is the Stock Still a Buy?
On August 27, RTX Corporation (NYSE:RTX) announced that its Raytheon unit had completed a $50 million expansion of its Forest, Mississippi, manufacturing facility.
TSM Just Posted Record Sales. Nvidia May Be Both the Winner and the One Paying for It
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) just delivered another hard-data point showing that the AI semiconductor boom remains very much alive.
Jensen Huang Says Cybersecurity Is AI’s Next Blockbuster App. CrowdStrike Is Already Building It With Nvidia
NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang thinks cybersecurity could become one of artificial intelligence's next major application markets. CrowdStrike Holdings, Inc.
Oracle Just Showed a Less Painful Way to Finance AI Clouds. That’s Awkward for CoreWeave
Oracle Corporation (NYSE:ORCL) and CoreWeave, Inc. (NASDAQ:CRWV) are both spending enormous sums to turn scarce GPUs and data-center capacity into AI cloud revenue.
American Airlines Group (AAL) Chases the High-Spend Flyer — But Can Margins Follow?
American Airlines Group Inc. (NASDAQ:AAL)’s first retrofitted Boeing 777-300ER took off on its maiden commercial flight on September 2 from New York to Buenos Aires.
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