We recently published 10 Stocks Jim Cramer Talked About. CoreWeave, Inc. (NASDAQ:CRWV) is one of the stocks Jim Cramer discussed. CoreWeave, Inc. (NASDAQ:CRWV) is a computing infrastructure company that is one of the key players in the AI ecosystem, as it hosts NVIDIA's AI GPUs used by software companies for their computing needs. Since its IPO in March, Cramer has regularly discussed it. The CNBC TV host has been proud of supporting CoreWeave, Inc. (NASDAQ:CRWV) even during controversial debates surround ...

We recently published 10 Stocks Jim Cramer Talked About. Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer discussed. Like CoreWeave, Oracle Corporation (NYSE:ORCL) also provides computing infrastructure to AI software firms. However, unlike CoreWeave, Cramer has started to discuss the firm almost daily. The CNBC TV host's comments about Oracle Corporation (NYSE:ORCL) revolve primarily around the firm's remaining performance obligations (RPOs). The shares, which were up 97% year-to-date at on ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7] Investment Landscape - Wall Street is investing hundreds of billions into AI, but there is a looming question regarding the energy supply needed to sustain this growth [2] - AI data centers consume vast amounts of energy, comparable to that of small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Company Profile - The company in focus is not a chipmaker or cloud platform but is positioned as a crucial player in the energy sector, particularly in nuclear energy infrastructure [7][8] - It is capable of executing large-scale engineering, procurement, and construction (EPC) projects across various energy sectors, including oil, gas, and renewables [7] Financial Position - The company is noted for being completely debt-free and holding a significant cash reserve, amounting to nearly one-third of its market capitalization [8] - It is trading at less than 7 times earnings, indicating a potentially undervalued position in the market [10] Market Trends - The company is poised to benefit from the onshoring trend driven by tariffs, as well as the surge in U.S. LNG exports under the current administration's energy policies [5][14] - There is a growing recognition on Wall Street of this company's potential, as it quietly capitalizes on multiple favorable market trends without the high valuations seen in other sectors [8][9] Future Outlook - The demand for AI is expected to continue growing, with a talent influx ensuring ongoing innovation and advancements in the field [12] - The company is positioned to profit from the anticipated energy spike driven by AI, making it a compelling investment opportunity for those looking to capitalize on the digital age's energy needs [3][11]

We recently published 10 Stocks Jim Cramer Talked About. Apple Inc. (NASDAQ:AAPL) is one of the stocks Jim Cramer discussed. Apple Inc. (NASDAQ:AAPL)'s plans to capitalize on AI developments have generated quite a bit of debate in the media. The discussions have caught Cramer's attention as well. He commented on them regularly early in the year before switching his attention to the firm's commitments to the Trump administration, US investments, and the latest iPhone launch. With two months having passed s ...

We recently published 10 Stocks Jim Cramer Talked About. Intercontinental Exchange, Inc. (NYSE:ICE) is one of the stocks Jim Cramer discussed. Intercontinental Exchange, Inc. (NYSE:ICE), the firm behind the well-known New York Stock Exchange, made a rare appearance on Cramer's morning show. He has discussed the firm a handful of times in 2025 and has remained mostly optimistic. Cramer commented in March that he had been a "backer of ICE for a long time" and added in August that "there’s a raging bull mark ...

RT Nick Szabo (@NickSzabo4)Corporatism vs. socialism: an awful dichotomy, like Odysseus having to choose between having his ships destroyed by rocks if he steered them a bit too far north, and being sucked in by a whirlpool if they went a bit too far south.Innovations at large social scales -- and I daresay I helped a bit with that myself -- have often been a great economic boon for mankind. Innovations in contract law, property law, financial markets, and related areas have, after maturation, often turned ...

Core Points - The opening of the "AI Mirror - Nanjing Artificial Intelligence Ecological District" marks a significant step for Nanjing in seizing the high ground of the new generation of artificial intelligence development [3][10] - The district aims to deepen the integration of technological and industrial innovation, focusing on "intelligent leadership, digital-physical integration, and scenario demonstration" to upgrade the software industry in the region [3][10] Group 1 - The establishment of the AI Application Talent Collaborative Innovation Center will focus on cultivating professionals in AI and Hongmeng fields, enhancing the integration of talent and industry in the Software Valley [5] - The signing of several projects, including the AI4SE Innovation Center and the Southeast University - China (Nanjing) Software Valley Intelligent Robot Collaborative Innovation Center, aims to leverage university technology for core technology breakthroughs and technology transfer [7] - The launch of major innovation platforms, such as the Huawei AI Industry Innovation Center and the ZTE (Nanjing) Intelligent Computing Innovation Center, will support the intelligent upgrade of regional industries [8] Group 2 - The Nanjing Artificial Intelligence Ecological District is expected to enter a new stage of ecological development, becoming a key engine for high-quality economic growth in the region [10] - The district will facilitate industry clustering and platform empowerment, laying a solid foundation for Nanjing to become a national hub for the artificial intelligence industry [10] - The presence of over 150 representatives from government departments, universities, and enterprises highlights the importance of this milestone in the development of Nanjing's AI industry [10]

Market Overview - The US stock market finished higher, with the S&P 500 gaining 1.0%, the Dow Jones Industrial Average climbing 493 points (1.1%), and the Nasdaq composite rising 0.9% [1][12] - The S&P 500 is now just 4.2% below its record, despite experiencing significant volatility throughout the week [2] Investor Sentiment - Investors are grappling with sharp swings in stock prices, reminiscent of the sell-off in April, raising concerns about whether prices for high-profile stocks like Nvidia and Bitcoin have become too inflated [2][3] - The uncertainty surrounding the Federal Reserve's interest rate decisions is contributing to market volatility, with some officials advocating against further cuts due to persistent inflation [5] Company Performance - Nvidia's stock experienced significant fluctuations, dropping 4.3% before closing down 1%, despite a strong profit report [8][11] - Retailers like Gap and Ross Stores saw substantial gains, with Gap jumping 8.2% and Ross Stores rising 8.4% after reporting better-than-expected profits [11][12] - Homebuilders also performed well, with D.R. Horton up 6.8%, Lennar rising 5.9%, and PulteGroup gaining 5.2%, driven by hopes of lower mortgage rates [12] Cryptocurrency Market - Bitcoin briefly fell below $81,000 before recovering to around $85,000, down from nearly $125,000 last month [9] Market Dynamics - Despite the volatility, nearly 90% of stocks in the S&P 500 rose, indicating that the overall market strength may be overshadowed by the performance of large tech stocks [10] - The bond market reacted positively to expectations of potential interest rate cuts, with a significant increase in the probability of a December cut from 39% to nearly 72% [13]

Fears about the artificial intelligence boom turning into an overblown bubble have diminished for now, thanks to a stellar earnings report from Nvidia that illustrated why its indispensable chips transformed it into the world’s most valuable company.But that doesn’t mean the spectre of an AI bubble won’t return in the months and years ahead as Big Tech gears up to spend trillions of dollars more on a technology the industry’s leaders believe will determine the winners and losers during the next wave of inno ...

Core Insights - Walmart reported strong sales and profits for the third quarter, exceeding Wall Street expectations, and is well-positioned for the holiday shopping season [1] - The company is transferring its stock listing from the New York Stock Exchange to Nasdaq, effective December 9, under the same ticker symbol "WMT" [2] - CEO Doug McMillon announced his early retirement, with John Furner set to take over, continuing the company's focus on technology and automation [3][4] Financial Performance - Third-quarter profits increased to US$6.1 billion (77 cents per share), up from US$4.6 billion (57 cents per share) a year earlier [8] - Sales rose nearly 6% to US$179.5 billion, compared to US$169.6 billion in the same period last year, surpassing analyst forecasts [9] - Global e-commerce sales grew by 27%, following previous quarterly increases of 25% and 22% [10] Future Outlook - Walmart raised its adjusted profit per share guidance for the fiscal year to a range of US$2.58 to US$2.63, up from earlier estimates [11] - The company expects sales growth for the year to be between 4.8% and 5.1%, an increase from previous estimates of 3.75% to 4.75% [11] - Analysts are closely monitoring consumer health as the holiday shopping season approaches and how Furner will implement McMillon's strategies [7]