Dell Technologies Inc. (NYSE:DELL) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. Cramer mentioned the company during the episode and said: And look, it’s not just Meta. We all kick ourselves for missing out on winners that seem obvious in retrospect. I wish I’d bought […]
Dell Technologies Inc. (NYSE:DELL) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. Cramer mentioned the company during the episode and said: And look, it’s not just Meta. We all kick ourselves for missing out on winners that seem obvious in retrospect. I wish I’d bought […]
Meta Platforms, Inc. (NASDAQ:META) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. Cramer highlighted the company’s growth, as he commented: This morning on Squawk on the Street, I said something I kind of want to take back. I was being smarmy about Meta Platforms, saying […]
Meta Platforms, Inc. (NASDAQ:META) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. Cramer highlighted the company’s growth, as he commented: This morning on Squawk on the Street, I said something I kind of want to take back. I was being smarmy about Meta Platforms, saying […]
Shares of Advanced Micro Devices (AMD) are up 112.5% year-to-date, with the majority of the gains achieved in recent weeks. From March 31 through May 8, AMD shares jumped 123.76%, according to Morningstar data, as Wall Street grew more optimistic about the company’s position in the AI ...
Shares of Advanced Micro Devices (AMD) are up 112.5% year-to-date, with the majority of the gains achieved in recent weeks. From March 31 through May 8, AMD shares jumped 123.76%, according to Morningstar data, as Wall Street grew more optimistic about the company’s position in the AI ...
asbe Seeking Alpha analysts issued a range of views on Micron Technology ( MU ) this week as the semiconductor maker extended its recent gains, adding ~38% for the week on Friday, its best weekly rally since 2008. In a recent podcast interview, Seeking Alpha’s head of Quant, Steve Cress, said that Micron ( MU ) shares have further room to run. While his remarks resonated with many SA analysts, sev...
asbe Seeking Alpha analysts issued a range of views on Micron Technology ( MU ) this week as the semiconductor maker extended its recent gains, adding ~38% for the week on Friday, its best weekly rally since 2008. In a recent podcast interview, Seeking Alpha’s head of Quant, Steve Cress, said that Micron ( MU ) shares have further room to run. While his remarks resonated with many SA analysts, several others chose to disagree. The Bulls “I believe that MU is the most undervalued opportunity in AI today,” wrote SA analyst Sarfatti Investment Research in “Micron Technology: I Think There Is A Clear Path To Over $1,500.” “MU is currently priced as though demand dynamics are still cyclical, even as it is now clearly evident that demand from AI is more structural.” “Micron ( MU ) stock is still showing explosive growth in market value, proving my point that the memory market isn’t oversaturated,” noted Dmytro Lebid in “Micron's 50% Rally: Just A Prelude To The Structural Deficit.” “The Micron stock continues to trade at a massive 62% discount, so I'm sticking with my "Strong Buy" rating.” “MU stock’s rally is driven mainly by surging EBITDA expectations rather than multiple expansion, suggesting a fundamentally driven, earnings-led upcycle rather than a hype-driven move,” argued Hunting Alphas in “Micron: I Finally Get It - The Market Still Underestimates The AI Memory Supercycle.” “The technical setup on the MU chart is very clearly bullish. The stock has recently broken out of a nice, re-accumulating base as well.” “Micron Technology, Inc. ( MU ) shares have gone absolutely vertical over the last month as AI stocks have rebounded sharply on optimism that data center build-outs are chugging along as planned,” observed Kumquat Research in “Micron Stock: I Called The Supercycle - Here's What Comes Next.” “Demand remains strong, and I expect MU stock's upward momentum to continue.” The Bears “Micron Technology, Inc. remains a key AI beneficiary, but upside is now more limi...
The Braves announced Cox's death on Saturday. He managed the team to prominence during the 1990s and the team's only championship in 1995, before retiring after the 2010 season. (Image credit: John Bazemore)
The Braves announced Cox's death on Saturday. He managed the team to prominence during the 1990s and the team's only championship in 1995, before retiring after the 2010 season. (Image credit: John Bazemore)
After a biblical downpour, the skies cleared, and Manchester City executed the gameplan: secure a win and three points to keep their breath on Arsenal’s neck. The clincher arrived via Erling Haaland’s 26th Premier League goal – as with his side’s performance this was hardly pretty but no one in blue cared. Antoine Semenyo marauded down the right, his cross hit at least one Brentford body, the ball...
After a biblical downpour, the skies cleared, and Manchester City executed the gameplan: secure a win and three points to keep their breath on Arsenal’s neck. The clincher arrived via Erling Haaland’s 26th Premier League goal – as with his side’s performance this was hardly pretty but no one in blue cared. Antoine Semenyo marauded down the right, his cross hit at least one Brentford body, the ball came to Haaland who, with a second stab at it, bundled home from close-range, the No 9 facing away from goal. Continue reading...
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. When a caller mentioned that they wished to add to their position, Cramer commented: They have more business than they can handle. What can I say? Even tonight, Arm Holdings said […]
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. When a caller mentioned that they wished to add to their position, Cramer commented: They have more business than they can handle. What can I say? Even tonight, Arm Holdings said […]
Salesforce, Inc. (NYSE:CRM) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. When a caller asked about the stock during the episode, Cramer said: Okay, CRM’s very tough. It’s one of my smallest positions. It’s tough because the market hates software, whether it be Palantir, whether […]
Salesforce, Inc. (NYSE:CRM) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. When a caller asked about the stock during the episode, Cramer said: Okay, CRM’s very tough. It’s one of my smallest positions. It’s tough because the market hates software, whether it be Palantir, whether […]
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. Cramer noted how the analyst downgrade of the stock was wrong, as he stated: In November, she (CEO, Lisa Su) thought that her CPU market would grow at about an 18% clip. […]
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. Cramer noted how the analyst downgrade of the stock was wrong, as he stated: In November, she (CEO, Lisa Su) thought that her CPU market would grow at about an 18% clip. […]
Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. Cramer maintained a positive view of the company, as he commented: Go back to what we learned from Amazon on Monday on the show. The age of compute domination based on AI is already […]
Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. Cramer maintained a positive view of the company, as he commented: Go back to what we learned from Amazon on Monday on the show. The age of compute domination based on AI is already […]
Palantir Technologies Inc. (NASDAQ:PLTR) was one of the stocks featured in Jim Cramer’s Mad Money recap, as he discussed how the AI build-out could power the economy. Cramer highlighted the market’s reaction following the company’s earnings, as he commented: Palantir gives you one of the best quarters I’ve ever seen. Great margins, terrific revenue growth, […]
Palantir Technologies Inc. (NASDAQ:PLTR) was one of the stocks featured in Jim Cramer’s Mad Money recap, as he discussed how the AI build-out could power the economy. Cramer highlighted the market’s reaction following the company’s earnings, as he commented: Palantir gives you one of the best quarters I’ve ever seen. Great margins, terrific revenue growth, […]