Broadcom (AVGO) Pairs AI Chip Boom With A Software Security Push
Broadcom (NASDAQ:AVGO) has drawn significant market attention in 2026 for its custom AI chips.
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Through July 24, 86 percent of the S&P 500 companies that reported second-quarter earnings exceeded analyst expectations, well above the 10-year average of 76 percent.
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SentinelOne (S) Deepens AWS Ties As Growth Accelerates
On August 4, SentinelOne (NYSE:S) expanded its work with Amazon Web Services, folding its AI security tools into a single governance layer for Amazon Bedrock.
Jim Cramer Praises Exchange Duopoly CME Group (CME) and Cboe (CBOE)
Cramer’s endorsement highlights the core economic moat that protects exchange operators like CME Group Inc. (NASDAQ:CME).
Jim Cramer Is Telling Investors to Accumulate SpaceX for the Long Term
During CNBC’s Mad Money episode aired on August 5, Jim Cramer addressed investor concerns surrounding Space Exploration Technologies Corp. (NASDAQ:SPCX) and its immense capital requirements.
Jim Cramer Weighs In on Space Equities: Rocket Lab (RKLB) vs. Voyager Technologies (VOYG)
Commercial space and defense equities continue to draw investor attention, but CNBC’s Mad Money host Jim Cramer took a cautious stance on higher-risk plays in the sector on August 5.
AMD (AMD) Buys Taalas: Is AI Inference the Next Battleground With Nvidia?
Advanced Micro Devices, Inc. (NASDAQ:AMD) just announced an acquisition that could give major competition to NVIDIA Corporation (NASDAQ:NVDA) in AI-inference.
Nokia's (NOK) AI Network Bet Gets A Taiwan Proving Ground
Nokia (NYSE:NOK) has spent the past year rebuilding its story around AI, and earlier on July 14, it added another data point.
Tenable (TENB) Widens Its AI Security Net Just As Profits Turn A Corner
On August 4, Tenable Holdings (NASDAQ:TENB) announced that it now covers every major AI platform and developer tool through its Tenable One platform, adding Google Gemini to a list that already included...
LegalZoom (LZ) Integrates Microsoft Copilot Amid Growth Shifts
LegalZoom.com (NASDAQ:LZ) had one of the roughest weeks in its history, and it happened almost right on top of a product launch.
Lumen (LUMN) Extends AWS Push While Its CEO Doubles Down
Lumen Technologies (NYSE:LUMN) just did two things worth paying attention to at once.
Jim Cramer Favors Fortinet (FTNT) Alongside CrowdStrike (CRWD) and Palo Alto (PANW)
Okay, we just had a little kind of a discussion. Fortinet's good, by the way. We had a little discussion about PaloAlto and about CrowdStrike.
Nike (NKE) Is Betting Big on Basketball’s Next Generation. Will It Pay Off?
Nike Inc.’s (NYSE:NKE) latest move comes as the company continues to work toward restoring investor confidence in its turnaround story.
Wall Street Is Losing Confidence in GoDaddy's (GDDY) AI Strategy. Should Investors?
GoDaddy Inc. (NYSE:GDDY) beat consensus estimates on both revenue and earnings, but that wasn’t enough to prevent the stock from dropping 12%.
Silicon Motion’s (SIMO) Next Chapter: Can Diversification Outrun the NAND Cycle?
Following its latest earnings report, Silicon Motion Technology Corporation (NASDAQ:SIMO) jumped nearly 22%, a rally signaling that investors may be accepting a narrative Wall Street has questioned for...
This Analyst On Wall Street Thinks The CPU Trade Is Overdone, Should You Sell ARM (ARM) Stock?
ARM Holdings Plc (NASDAQ:ARM) has become one of the key beneficiaries of the AI boom. It has expanded beyond its traditional smartphone business into the fastest-growing cloud and data center markets.
Rocket Lab (RKLB) Won a Major Space Force Contract. Now It Has to Prove Neutron
Rocket Lab Corporation (NASDAQ:RKLB) continues to strengthen its presence in the defense sector. On August 4, the company won a $397 million U.S.
The Numbers Behind ON Semiconductor’s (ON) Higher Target and Unchanged Hold Rating
ON Semiconductor Corp (NASDAQ:ON) gave investors plenty of reasons for optimism after delivering stronger-than-expected second-quarter earnings, issuing third-quarter guidance above Wall Street’s expectations...
Palantir (PLTR) Posted Record 93% Growth, Here's Why Analysts Think It Won't Last
Palantir Technologies Inc.
Apple (AAPL) Tops $10 Billion in India Sales, But Wall Street’s Focus Is on Supply Constraints and Margins
Apple Inc. (NASDAQ:AAPL) has reached a major milestone in India.
Google Cloud's Taiwan Launch Hints at Alphabet's (GOOGL) Next Growth Phase
On August 7, Google Cloud switched on Google Security Operations in its new Taiwan Region, giving local banks, hospitals and chipmakers an AI-powered defense platform they can run without sending sensitive...
Why Apple's 10% Drop Fails to Tell the Whole Story
On July 30, Apple Inc. (NASDAQ:AAPL) released its fiscal third-quarter 2026 report, and the company's shares dropped as much as 10% in the sell-off.
Nvidia's (NVDA) Alpamayo Launch and the Robotaxi Bet
On August 4, Nvidia Corporation (NASDAQ:NVDA) opened up commercial use of Alpamayo 2 Super, a reasoning model built for robotaxis and self-driving cars.
Jim Cramer Was "Blown Away" By Microsoft Corporation (NASDAQ:MSFT)'s Financials
Microsoft Corporation (NASDAQ:MSFT)'s shares are down by 4% over the past year and are up by 5% year-to-date. The year's gains are due to a strong fourth-quarter earnings performance.
Jim Cramer Says There's Merit To Starbucks Corporation (NASDAQ:SBUX)'s Turnaround Efforts
Starbucks Corporation (NASDAQ:SBUX)'s turnaround has seen Cramer discuss the firm on several occasions. On most of these, he has been optimistic about the firm and its prospects.
Jim Cramer Believes Meta Platforms, Inc. (NASDAQ:META) Can Do Better
Meta Platforms, Inc. (NASDAQ:META)'s shares are down by 22% over the past year and by 9% year-to-date.
Jim Cramer Reveals How Alphabet Inc (NASDAQ:GOOGL) Can Reverse Recent Weakness
Alphabet Inc (NASDAQ:GOOGL)'s shares are up by 80% over the past year and by 12.3% year-to-date. Cramer has turned increasingly positive on the firm over the past couple of months.
Jim Cramer Called Linde plc (NASDAQ:LIN)'s Share Price Movement "Stupid"
Industrial giant Linde plc (NASDAQ:LIN)'s shares are up by 4.30% over the past year and by 14% year-to-date.
Jim Cramer Shares Key Reason Why Caterpillar Inc. (NYSE:CAT)'s Shares Are Higher Than Deere's
Caterpillar Inc. (NYSE:CAT) has been on Jim Cramer's radar with respect to the AI data center buildout for quite some time now.
Jim Cramer Gloats After Getting The Boeing Company (NYSE:BA)'s Shares Right
Aerospance giant The Boeing Company (NYSE:BA) is a stock that Jim Cramer got right well before its turn.
Jim Cramer Didn't Think Seagate Technology Holdings plc (NASDAQ:STX)'s Earnings Were Bad
Seagate Technology Holdings plc (NASDAQ:STX)'s shares have caught a lot of quarters, including Cramer, by surprise in today's AI-driven era of investing.
Jim Cramer Thought Ford Motor Company (NYSE:F)'s Quarter Was Among The Top Results
Ford Motor Company (NYSE:F)'s shares are up by 24% over the past year and by 5%. year-to-date. The shares gained almost 8% between July 23rd and July 29th.
Jim Cramer's Post Earnings Palantir Technologies Inc. (NASDAQ:PLTR) Worry Didn't Materialize
Palantir Technologies Inc. (NASDAQ:PLTR) is a stock that Jim Cramer has, perhaps begrudgingly, shifted his opinion on.
Jim Cramer Shares Reasons Behind Why NVIDIA Corporation (NASDAQ:NVDA)'s Shares Are Finally Rising
NVIDIA Corporation (NASDAQ:NVDA) is a stock that Jim Cramer continues to stand by with, even though it has struggled.
Jim Cramer Says US Markets Will Regret Letting SK hynix Inc. (NASDAQ:SKHY) In
SK hynix Inc. (NASDAQ:SKHY)'s journey is a classic tale of how fortunes can change due to expanding industries.
Jim Cramer Continues To Believe In Banco Santander, S.A. (NYSE:SAN) & European Banks
Banco Santander, S.A. (NYSE:SAN) continues to remain one of Jim Cramer's top European stocks. The CNBC TV host praised the firm several times in 2025.
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