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Here's an update on our 4th Industrial Revolution stocks and the rest of the portfolio

Jim Cramer spotlighted the "Fourth Industrial Revolution" winners in the Club's portfolio during Friday's Monthly Meeting.

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Here's an update on our 4th Industrial Revolution stocks and the rest of the portfolio

Jim Cramer spotlighted the "Fourth Industrial Revolution" winners in the Club's portfolio during Friday's Monthly Meeting.

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Jim Cramer: Here are 4 reasons I can't be negative on this stock market

"We're in a new Industrial Revolution, and you're not at the part where you're winning yet," Cramer said.

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Jim Cramer: Here are 4 reasons I can't be negative on this stock market

"We're in a new Industrial Revolution, and you're not at the part where you're winning yet," Cramer said.

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In Defense-Anthropic clash, AI is real-time testing the balance of power in future of warfare

Pentagon's clash with Anthropic highlights growing fight over who controls military AI . Anthropic standoff exposes who controls the future of military AI 

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Apple appears to be sitting out the AI arms race. Will the strategy work?

In fiscal 2025, Apple allocated $12.72 billion on capital expenditures likely tied to AI. That's far less than others.

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OpenAI closes $110 billion funding round with backing from Amazon, Nvidia, Softbank

OpenAI's latest funding round is even bigger than its prior financing, which was a record amount for private tech companies.

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Anthropic faces lose-lose scenario in Pentagon conflict as deadline for policy change looms

Anthropic has just hours to decide whether it will accede to the Defense Department's demands that it be able to use the company's models how it sees fit.

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Netflix drops its WBD bid, Block layoffs, Anthropic's DOD deadline and more in Morning Squawk

Here are five key things investors need to know to start the trading day.

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The Tech Download: Software was going to eat the world. Now it’s facing an 'existential' crisis

Fears that AI will upend the much-loved software-as-a-service business model continue to fuel a selloff in the sector.

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Smartphone market poised for 'sharpest decline on record' in 2026

Two recent reports predict further declines in the smartphone market in 2026, as dwindling memory supplies continue to drive up prices of consumer electronics.

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Opinion: Block's layoffs might just be the biggest story of a tumultuous week. Here's why

Block, Jack Dorsey's payments company, will cut 6,000 of its 10,000 workers as it embraces AI. CNBC's Steve Sedgwick says it's the biggest story of the week.

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See the movie, play the game: How Nintendo is pulling out all the stops to sell the Switch 2

Nintendo is betting on nostalgia and new gamers to drive sales of its flagship Switch 2 console and key games.

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CoreWeave shares slip 8% as quarterly revenue guidance disappoints

The company's quarterly revenue forecast fell short of consensus.

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Block shares soar 24% as company slashes workforce by nearly half

Block said Thursday it's laying off more than 4,000 employees, or about half of its head count.

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Anthropic CEO Amodei says Pentagon's threats 'do not change our position' on AI

Anthropic said its negotiations with the DoD are still ongoing.

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Jim Cramer isn't fretting Nvidia's post-earnings sell-off. Here's how he would respond

"Don't take today as a referendum on anything," CNBC's Jim Cramer said after Nvidia's stock sold off on earnings.

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EBay laying off about 800 roles, or 6% of its workforce

The job cuts are occurring across the company, and are a result of its push to focus on "strategic priorities," eBay said.

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Have we seen peak pricing power for Nvidia chips?

Investors may be concerned that a more balanced supply-demand environment could pressure Nvidia's ability to sustain elevated margins.

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Jim Cramer: The reason why Nvidia's stock is falling even after its blowout outlook

CNBC's Jim Cramer said Thursday that investors are skeptical about Nvidia's customers, not the company's technology leadership.

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