Jim Cramer says don’t trade Apple and Nvidia as money rotates into overlooked stocks ahead of earnings season

Jim Cramer says don’t trade Apple and Nvidia as money rotates into overlooked stocks ahead of earnings season

CNBC’s Jim Cramer said Friday that investors shouldn’t read too much into uneventful unemployment data, arguing that a lack of surprises on the labor front is actually giving the market room to reveal the real story: a broad-based rally spreading well beyond last year’s winners. “When you get an employment report that’s basically uneventful, it … Read more

S&P 500 ticks higher to another record, but rally this week loses some momentum: Live updates

S&P 500 ticks higher to another record, but rally this week loses some momentum: Live updates

Traders work on the floor of the New York Stock Exchange (NYSE) in New York, US, on Monday, Jan. 5, 2026. Michael Nagle | Bloomberg | Getty Images The S&P 500 and Dow Jones Industrial Average notched fresh all-time intraday records on Wednesday, building on their strong starts to 2026, though the rally has lost … Read more

Stock futures climb marginally after S&P 500 posts back-to-back losses: Live updates

Stock futures climb marginally after S&P 500 posts back-to-back losses: Live updates

Traders work on the floor of the New York Stock Exchange in New York, Dec. 29, 2025. Michael Nagle | Bloomberg | Getty Images Stock futures were relatively unchanged Tuesday, after the S&P 500 posted back-to-back losses amid mounting pressure across the tech sector. S&P 500 futures were virtually flat, while futures tied to the … Read more

Morgan Stanley says these are top stock picks in 2026, including Nvidia

Morgan Stanley says these are top stock picks in 2026, including Nvidia

Morgan Stanley named several stocks that are best positioned going in to 2026. The Wall Street investment bank said companies such as Nvidia are its top ideas for next year. Other overweight-rated names screened by CNBC Pro include: Western Digital, Spotify and Palo Alto Networks. Spotify Spotify is firing on all cylinders, Morgan Stanley said. … Read more

These 5 infrastructure stocks have more than tripled this year on the AI trade

These 5 infrastructure stocks have more than tripled this year on the AI trade

Wires and cables in a server room. Thomas Northcut | Digitalvision | Getty Images Nvidia has been the biggest infrastructure winner in the artificial intelligence boom, soaring in value by almost thirteenfold since the end of 2022 to a market cap of $4.6 trillion. While Nvidia’s rally continued in 2025, investors betting on other AI … Read more

Sandisk joins S&P 500 following Western Digital spinoff, replacing Interpublic

Sandisk joins S&P 500 following Western Digital spinoff, replacing Interpublic

Atmosphere at the Variety 2025 Power of Young Hollywood Party, Presented by SANDISK held at the Four Seasons Los Angeles at Beverly Hills on August 07, 2025 in Beverly Hills, California. Michael Buckner | Variety | Getty Images Shares of flash storage vendor Sandisk popped 7% in extended trading on Monday after the company was … Read more