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

Cramer’s week ahead: A key jobs report. Plus, earnings from Robinhood, McDonald’s and more

CNBC’s Jim Cramer on Friday outlined what to watch in Wall Street’s week ahead, from key labor data to big earnings reports from McDonald’s, Robinhood and others.  “There’s a lot going on next week, but the most important thing, believe it or not, is the Labor Department’s nonfarm payroll report on Wednesday,” Cramer said. “If … Read more

Big Food gets leaner with divestitures and breakups as consumers turn away from packaged snacks

Kraft Heinz announced plans to split into two separately traded companies, reversing its 2015 megamerger, which was orchestrated by billionaire investor Warren Buffett. Justin Sullivan | Getty Images News | Getty Images Big Food is slimming down. As both consumers and regulators push back against ultra-processed foods, the companies that make them have been splitting … Read more

Earnings, jobs loom large in the week ahead for a discerning market. Here’s what’s coming up

More Magnificent Seven earnings are coming next week, helping to decide the direction of a stock market that’s becoming more discerning, while the latest data on the labor market will cast light on the state of the economy. Alphabet and Amazon are the next big technology companies in line to have their income statements scrutinized, … Read more

‘The next protein’: Fiber is shaping up to be the latest grocery obsession

Workers are suspended on a Pepsi sign on a building outside of Allegiant Stadium ahead of LVIII in Las Vegas, Nevada, U.S., February 9, 2024. Brian Snyder | Reuters One of this year’s top food trends is facing some tough competition. Protein captivated consumers and food companies in 2025, but fiber is increasingly stealing the … Read more