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Jim Cramer urges discipline on GE Vernova as Wall Street analysts get more bullish

Jim Cramer urges discipline on GE Vernova as Wall Street analysts get more bullish

Wall Street analysts have increasingly jumped on the GE Vernova bandwagon during a volatile week for the stock and the broader artificial intelligence trade. Jim Cramer urged caution. Shares of the energy equipment maker rose more than 4.5% on Thursday after plunging 10.5% in the prior session as stocks tied to AI data centers were […]

Jim Cramer urges discipline on GE Vernova as Wall Street analysts get more bullish Read More »

Google and Nvidia VC arms back vibe coding startup Lovable at .6 billion valuation

Google and Nvidia VC arms back vibe coding startup Lovable at $6.6 billion valuation

The VC arms of Google and Nvidia have invested in Swedish vibe coding startup Lovable’s $330 million Series B at a $6.6 billion valuation, the company announced on Thursday. The news confirms an earlier story from CNBC, which reported on Tuesday that Lovable had raised at that valuation, trebling its valuation from its previous round

Google and Nvidia VC arms back vibe coding startup Lovable at $6.6 billion valuation Read More »

CNBC Daily Open: Oracle’s debt seems to be affecting data center funding

CNBC Daily Open: Oracle’s debt seems to be affecting data center funding

A view of Oracle headquarters on September 11, 2023 in Redwood Shores, California.  Justin Sullivan | Getty Images The apprehension investors have surrounding Oracle has spilled over from manifesting in its stock price — which has fallen nearly 50% from its all-time high on Sept. 10 — to affecting its projects. Asset management firm Blue

CNBC Daily Open: Oracle’s debt seems to be affecting data center funding Read More »

SoftBank leads decline in Japanese tech stocks as worries over AI spending spill over to Asia

SoftBank leads decline in Japanese tech stocks as worries over AI spending spill over to Asia

TOKYO, JAPAN – FEBRUARY 03: SoftBank Group CEO Masayoshi Son delivers a speech during an event titled “Transforming Business through AI” in Tokyo, Japan, on February 03, 2025. SoftBank and OpenAI announced that they have agreed a partnership to set up a joint venture for artificial intelligence services in Japan. Tomohiro Ohsumi | Getty Images

SoftBank leads decline in Japanese tech stocks as worries over AI spending spill over to Asia Read More »

CNBC Daily Open: Concerns over Oracle’s debt spill over into its projects

CNBC Daily Open: Concerns over Oracle’s debt spill over into its projects

A view of Oracle’s headquarters in Redwood Shores, California. Justin Sullivan | Getty Images The apprehension investors have surrounding Oracle has spilled over from manifesting in its stock price — which has fallen nearly 50% from its all-time high on Sept. 10 — to affecting its projects. Asset management firm Blue Owl Capital reportedly pulled

CNBC Daily Open: Concerns over Oracle’s debt spill over into its projects Read More »

MetaX and Moore Threads’ IPOs underscore Chinese chipmakers’ growing challenge to Nvidia

MetaX and Moore Threads’ IPOs underscore Chinese chipmakers’ growing challenge to Nvidia

MetaX booth at the Shanghai New Expo Center in Shanghai, China, on July 26, 2025. (Photo by Ying Tang/NurPhoto via Getty Images) Nurphoto | Nurphoto | Getty Images It felt like déjà vu when shares of chipmaker MetaX Integrated Circuits soared 700% in its Shanghai market debut on Wednesday. Moore Threads surged over 400% on

MetaX and Moore Threads’ IPOs underscore Chinese chipmakers’ growing challenge to Nvidia Read More »

Instacart shares plunge 11% on report that FTC is probing company over AI pricing tool

Instacart shares plunge 11% on report that FTC is probing company over AI pricing tool

Shares of grocery delivery service Instacart dropped 11% in extended trading on Wednesday, following a report that said the U.S. Federal Trade Commission has begun an investigation into the company’s pricing practices. The FTC sent a civil investigative demand to Instacart, Reuters reported, citing unnamed people. A study released last week showed that prices for

Instacart shares plunge 11% on report that FTC is probing company over AI pricing tool Read More »

Cramer slams Amazon for considering a circular AI deal reminiscent of the dotcom bubble

Cramer slams Amazon for considering a circular AI deal reminiscent of the dotcom bubble

Jim Cramer implores Amazon not to engage in “sham-like” circular AI deals that remind him of the kind of speculation that fueled the 1990s dotcom bubble that burst more than two decades ago. According to multiple reports on Wednesday, Amazon is in talks about a potential $10 billion investment in OpenAI in exchange for the

Cramer slams Amazon for considering a circular AI deal reminiscent of the dotcom bubble Read More »

Amazon says AI chief Rohit Prasad is leaving, Peter DeSantis to lead ‘AGI’ group

Amazon says AI chief Rohit Prasad is leaving, Peter DeSantis to lead ‘AGI’ group

Rohit Prasad, Senior VP & Head Scientist for Alexa, Amazon, on Centre Stage during day one of Web Summit 2022 at the Altice Arena in Lisbon, Portugal. Ben McShane | Sportsfile | Getty Images Rohit Prasad, a top Amazon executive overseeing its artificial general intelligence unit, is leaving the company at the end of this

Amazon says AI chief Rohit Prasad is leaving, Peter DeSantis to lead ‘AGI’ group Read More »

Oracle stock dips 4% on report Blue Owl Capital won’t back  billion data center

Oracle stock dips 4% on report Blue Owl Capital won’t back $10 billion data center

The Oracle logo exhibited during the Mobile World Congress, on February 28, 2019 in Barcelona, Spain. Joan Cros | NurPhoto | Getty Images Oracle stocks dipped about 4% on Wednesday following a report that discussions with Blue Owl Capital on backing a $10 billion data center in Michigan had stalled, although the cloud company later

Oracle stock dips 4% on report Blue Owl Capital won’t back $10 billion data center Read More »

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