In this article ASML Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 2:04 02:04 The AI-led computer economy is far broader than most people realize, says Jim Cramer Mad Money with Jim Cramer CNBC's Jim Cramer said the data center and artificial intelligence boom is becoming all-consuming, spreading far beyond the tech companies and into nearly every corner of the market . "AI is in...
In this article ASML Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 2:04 02:04 The AI-led computer economy is far broader than most people realize, says Jim Cramer Mad Money with Jim Cramer CNBC's Jim Cramer said the data center and artificial intelligence boom is becoming all-consuming, spreading far beyond the tech companies and into nearly every corner of the market . "AI is inexorable. It is fierce. And it is making believers fortunes," the " Mad Money " host said Tuesday after all three major indexes closed higher. The market during first-quarter earnings season has been powered by what Cramer called an "explosion of profits" among companies tied to AI and data centers. And the gains are increasingly being seen across a widening group of stocks, he said. To explain the breadth of the trend, Cramer alluded to a framework popularized by Nvidia CEO Jensen Huang. Huang has described the AI economy as a " five-layer cake " — a stack of interconnected industries all benefiting from the same buildout. At the base is power, the foundation of the entire system. Data centers require enormous amounts of electricity, and Cramer said that's driving strength in companies like Vistra , GE Vernova , and Constellation Energy . The next layer is semiconductors. "You need the chips," Cramer said, pointing to Nvidia , along with rivals like AMD and Intel . He also highlighted storage and memory players like Western Digital and Micron Technology , as well as equipment makers including ASML and Applied Materials . Above that sits another hardware layer that makes AI systems possible. Cramer pointed to Dell Technologies for servers, Vertiv for cooling technology, and Eaton for electrical equipment. Additionally, he said networking firms like Cisco Systems and Arista Networks and fiber optic cable supplier Corning help stitch the data center together. Backup power providers such as Caterpillar and Cummins help keep the lights on at all times, he added. Next is the AI ...
Greg Brockman never wanted to discuss his personal journal in public. But the OpenAI president has been stuck for days doing exactly that, while testifying in a trial in which Elon Musk has alleged that OpenAI abandoned its nonprofit mission to instead focus on personally enriching leaders like Brockman and Sam Altman. "It's very painful," Brockman told OpenAI lawyer Sarah Eddy during his second d...
Greg Brockman never wanted to discuss his personal journal in public. But the OpenAI president has been stuck for days doing exactly that, while testifying in a trial in which Elon Musk has alleged that OpenAI abandoned its nonprofit mission to instead focus on personally enriching leaders like Brockman and Sam Altman. "It's very painful," Brockman told OpenAI lawyer Sarah Eddy during his second day on the stand. Although he's not "ashamed" of any of the journal entries, he considers them to be deeply personal, he said. Rather than serving as a straightforward log of his actions or feelings, the entries reflect a stream of consciousness that meanders as it explores alternate viewpoints. Read full article Comments
lixu OpenAI ( OPENAI ) President Greg Brockman told a federal court on Tuesday that Elon Musk's apparent lack of knowledge about AI made OpenAI's early leadership leery about giving him control of the company. “Look, he knows rockets, he knows electric cars,” Brockman said,
lixu OpenAI ( OPENAI ) President Greg Brockman told a federal court on Tuesday that Elon Musk's apparent lack of knowledge about AI made OpenAI's early leadership leery about giving him control of the company. “Look, he knows rockets, he knows electric cars,” Brockman said,
Mexico's Claudia Sheinbaum Is Caught Between A Rock And A Hard Place Authored by Nick Corbishley via NakedCapitalism.com, The rock is the rising threat of US military intervention in Mexico; the hard place is Sheinbaum’s own party’s narco-politicians. Late last week, as Mexico was still reeling from revelations that CIA agents are operating in Chihuahua, in direct violation of Mexico’s constitutio...
Mexico's Claudia Sheinbaum Is Caught Between A Rock And A Hard Place Authored by Nick Corbishley via NakedCapitalism.com, The rock is the rising threat of US military intervention in Mexico; the hard place is Sheinbaum’s own party’s narco-politicians. Late last week, as Mexico was still reeling from revelations that CIA agents are operating in Chihuahua, in direct violation of Mexico’s constitution and sovereignty, the Sheinbaum government received an extradition request from Washington for 10 Sinaloa-based individuals. They included the state’s governor, Rubén Rocha, and its senator, Enrique Inzunza Cázares. The indictments pose the biggest threat yet to Sheinbaum’s presidency. If she bows to US pressure and agrees to indict Rocha, a senior member of Sheinbaum’s Morena party, and the other nine serving and former politicians and security chiefs, she risks opening the floodgates to more US extradition requests. If she doesn’t, she risks the wrath of an increasingly unhinged Trump administration. “Without Precedent” The veteran Mexican journalist Denise Marker described the development as “extremely worrying” and “without precedent”. As one twitter commenter remarked tartly, it is indeed “without precedent”: drug cartels have operated in Sinaloa with total impunity and government protection for nigh on 80 years and not a single PRI or PAN governor has ever been extradited. Speaking to Al Jazeera , Vanda Felbab-Brown, an expert on non-state armed groups at the Brookings Institution think tank in Washington, DC, said that indicting elected politicians in Mexican had “long been considered a very big step, almost a ‘nuclear option’”. And more indictments are likely to come, she added. Rumours are already flying of an approaching second wave of extradition requests — including for three more governors, two legislators and the son of an ex-president, presumably Andrés Manuel López Obrador. For the moment, this is pure conjecture, but it would be in keeping with the Trump a...
Morguard press release ( MRC:CA ): Q1 FFO of $3.71 misses by $0.21 . Revenue of $275.05M (-2.5% Y/Y). GAAP EPS of $5.48. More on Morguard Historical earnings data for Morguard Dividend scorecard for Morguard Financial information for Morguard
Morguard press release ( MRC:CA ): Q1 FFO of $3.71 misses by $0.21 . Revenue of $275.05M (-2.5% Y/Y). GAAP EPS of $5.48. More on Morguard Historical earnings data for Morguard Dividend scorecard for Morguard Financial information for Morguard
Atomera (NASDAQ:ATOM) executives said the company made progress across several customer engagements during its first-quarter 2026 earnings call, highlighting momentum in advanced logic, memory, RF, power devices, and gallium nitride (GaN) applications for its Mears Silicon Technology (MST). Gate-Al
Atomera (NASDAQ:ATOM) executives said the company made progress across several customer engagements during its first-quarter 2026 earnings call, highlighting momentum in advanced logic, memory, RF, power devices, and gallium nitride (GaN) applications for its Mears Silicon Technology (MST). Gate-Al
Astera Labs (NASDAQ:ALAB) reported strong first-quarter fiscal 2026 results and issued upbeat second-quarter guidance, pointing to accelerating AI infrastructure spending and broad-based demand across its connectivity portfolio. Management said hyperscalers, AI labs, and sovereign entities are signa
Astera Labs (NASDAQ:ALAB) reported strong first-quarter fiscal 2026 results and issued upbeat second-quarter guidance, pointing to accelerating AI infrastructure spending and broad-based demand across its connectivity portfolio. Management said hyperscalers, AI labs, and sovereign entities are signa