Tech giants commit billions to Indian AI as New Delhi pushes for superpower status

Tech giants have committed to funneling hundreds of billions of dollars into Indian AI efforts, against the backdrop of a major summit in the country that’s brought together world leaders and AI execs. Record sums are being ploughed into AI as governments and companies across the globe race to roll out the technology. Hyperscalers — … Read more

The AI trade has entered a puzzling phase. Do we know who the winners are anymore?

All hail Anthropic, the destroyer of everything. What an amazing service. It can wipe out Adobe by allowing you to design something better that has a much simpler commerce system, designed personally for you. That one is child’s play. ServiceNow may call itself the “AI Control Tower” to signify who is in charge, but the … Read more

The Club’s top 10 things to watch in the stock market Friday

My top 10 things to watch Friday, Jan. 2 1. S & P 500 futures are up early this morning as the market readies to kick off its first trading session of 2026. The broad market index gained more than 16% in 2025, its third consecutive annual gain. The Dow and tech-heavy Nasdaq are on track … Read more

Data center stocks can get on track if OpenAI raises money, Jim Cramer says

CNBC’s Jim Cramer on Friday explained how he thinks the data center sector can regain its footing on the market, saying OpenAI needs to raise cash to pay Oracle, one of its major partners. “No matter what, OpenAI needs to raise a lot of money, and it needs to raise it now,” he said. “Or … Read more