A semiconductor wafer is on display at Touch Taiwan, an annual display exhibition in Taipei, Taiwan, on April 16, 2025. Ann Wang | Reuters Chip stocks in Asia rose Thursday, after artificial intelligence darling Nvidia’s shares hit a record close to reclaim the title of the world’s most valuable company. Shares of South Korea’s SK Hynix,…
Jensen Huang, CEO of Nvidia, holds a motherboard as he speaks during the Viva Technology conference dedicated to innovation and startups at Porte de Versailles exhibition center in Paris, France, on June 11, 2025. Gonzalo Fuentes | Reuters Nvidia shares rose more than 4% on Wednesday and closed at a record for the first time…
In a landmark shift for the U.S. housing finance system, the Federal Housing Finance Agency has issued a directive ordering Fannie Mae and Freddie Mac to formally consider cryptocurrency as an asset in single-family mortgage loan risk assessments. The move, signed by FHFA Director William J. Pulte on Wednesday, signals a new era of crypto…
Jim Cramer on CNBC called defense technology company AeroVironment the next “Palantir of hardware” on Wednesday morning, and the stock went on to soar even higher after his commentary. Shares of AeroVironment, which makes unmanned aircraft systems, were already up 6% in the premarket after the company reported strong earnings after Tuesday’s close. By the…
My top 10 things to watch Wednesday, June 25 1. All-time high watch for Nvidia today. Shares of the AI chip giant closed yesterday at $147.90, less than $2 below its Jan. 6 record close of $149.43. I’ll discuss Nvidia and the rest of the Club’s portfolio at our Monthly Meeting at noon ET. Nvidia’s…
Apple is one of the greatest stock buyback stories in history. It’s time to cut it. We have long been fans of Apple’s repurchase plans in addition to the margin expansion attributable to strong services sales. The combination has supported earnings growth even when overall sales stalled. However, with shares down nearly 20% year to…
Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Tuesday’s key moments. 1. U.S. stocks jumped and oil prices declined again Tuesday as Wall Street speculated that a ceasefire between Israel and Iran would hold. The S & P 500 advanced about…
My top 10 things to watch Tuesday, June 24 1. Is there an Israel-Iran ceasefire or not? President Donald Trump announced an agreement to end the conflict, but hours later, Israel accused Tehran of violating it. Trump said Israel will not go through with a retaliatory strike on Iran, and that the truce is still…
A motorcycle is seen near a building of the Taiwan Semiconductor Manufacturing Company (TSMC), which is a Taiwanese multinational semiconductor contract manufacturing and design company, in Hsinchu, Taiwan, on April 16, 2025. Daniel Ceng | Anadolu | Getty Images Semiconductor stocks declined Friday following a report that the U.S. is weighing measures that would terminate…
Jeremy Allaire, CEO of Circle Internet Group, the issuer of one of the world’s biggest stablecoins, and Circle co-founder Sean Neville pose outside the New York Stock Exchange (NYSE), on the day of the company’s IPO in New York City, U.S., June 5, 2025. NYSE Shares of Circle and Coinbase rallied on Wednesday, as Wall…