Jim Cramer warns investors not to get fooled by the latest AI stock rally

CNBC’s Jim Cramer warned that the latest rally in AI stocks doesn't mean the data center trade is out of the woods.

CNBC Top News Oct 28, 2026 1:24 AM

CoreWeave and other AI stocks rise as Anthropic restores the market’s faith in sustained spending

Now that investors have been able to dive further into Anthropic’s IPO filing, they’re seeing the same sorts of trends that helped buoy AI stocks for much of this year.

MarketWatch Oct 28, 2026 12:41 AM

Walmart says AI training is boosting confidence with the technology among its 2.1 million associates

Walmart says training from OpenAI and Google is helping its 2.1 million associates feel more confident using AI and digital tools.

CNBC Top News Oct 27, 2026 11:48 PM

How major US stock indexes fared Tuesday 10/27/2026

AI stocks led Wall Street higher. The Dow Jones Industrial Average edged up less than 0.

Yahoo S&P Oct 27, 2026 11:18 PM

AI Rally Keeps Rolling Ahead of Massive Day for Markets

AI stocks left the rest of the market in the dust on Tuesday, but a gauntlet of key earnings reports and a Federal Reserve interest-rate decision loom large.

Yahoo S&P Oct 27, 2026 11:01 PM

AI debt fears ease ahead of Oracle, Alphabet and Amazon updates. Here's what to watch.

Credit markets will be closely watching updates from Oracle and other hyperscalers later this week. What to expect.

CNBC Top News Oct 27, 2026 10:57 PM

Fitch affirms Broadcom at ’A-’ with positive outlook despite AI backstop risks

Investing Stocks Oct 27, 2026 10:49 PM

What's behind the AI trade comeback — plus, our take on Intel's latest deal

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

CNBC Top News Oct 27, 2026 9:13 PM

Pentair Helps Cool AI Data Centers—and Its Stock Is Leading the Market

Pentair makes water-cooling systems for AI data centers. The stock is heading for its best single-day percentage gain in nearly six years.

Yahoo S&P Oct 27, 2026 8:36 PM

U.S. economy is gathering steam. This is the chief reason why.

The AI boom shows no sign of easing as Anthropic prepares to go public and businesses gobble up durable goods.

MarketWatch Oct 27, 2026 6:34 PM

Exclusive-Neocloud firm Argentum AI in talks for $5 billion AI chip financing, sources say

Investing Stocks Oct 27, 2026 5:37 PM

Ahead of the Anthropic IPO: Is this AI partner the smarter play?

Investing Stocks Oct 27, 2026 5:23 PM

Stock Market Says Alphabet Is AI Loser

Alphabet pours hundreds of billions into AI while its stock lags the S&P by double digits, and the reasons go deeper than most investors realize.

Yahoo S&P Oct 27, 2026 5:18 PM

AI Infrastructure Stocks Are Back, For Now

The AI infrastructure trade was leading the Nasdaq higher again.

Yahoo S&P Oct 27, 2026 4:55 PM

Prediction: The Stock Market Could Crash in 2027, and Elon Musk Just Explained Why

Elon Musk just issued a blunt warning about the artificial intelligence (AI) infrastructure boom.

Yahoo S&P Oct 27, 2026 3:50 PM

Healthcare Stocks Become Anti-AI Bet as Investors Turn Defensive

With investor confidence in the artificial intelligence trade under pressure, traders are turning to healthcare stocks for refuge.

Yahoo S&P Oct 27, 2026 3:45 PM

Apollo exec says AI has ‘zero financial payoff’ beyond tech sector

Though the artificial intelligence boom has helped lift the stocks of a few tech giants, it’s done little for other S&P 500 firms, argues Apollo Chief Economist Torsten Slok.

Yahoo S&P Oct 27, 2026 3:21 PM

Global alarm over AI: World Bank President Banga speaks to CNBC

World Bank President Ajay Banga came on CNBC's "Squawk Box" on Oct. 27, 2026.

CNBC Economy Oct 27, 2026 3:14 PM

Exclusive: Webull brings AI-assistant trading to Canada via ChatGPT, Claude

Investing Stocks Oct 27, 2026 3:00 PM

Which AI stocks could rally on a strong Anthropic IPO debut?

Investing Stocks Oct 27, 2026 2:26 PM

AI stocks haven’t played by the normal valuation rules. Now that rates are higher, they may have to, says UBS

Historically, the surges in investment and in the profitability it produced have proven unsustainable for U.S. tech companies, says Michel Lerner.

MarketWatch Oct 27, 2026 2:15 PM

AI debt trouble could help Fed’s Warsh get his way with fewer rate hikes

AI financing has been harder and more expensive to come by as the capital-spending boom comes under more scrutiny.

MarketWatch Oct 27, 2026 2:00 PM

Who controls powerful AI? Anthropic has a plan for long after its leaders depart

Investing Stocks Oct 27, 2026 1:55 PM

Jefferies sees AI trading tools boosting market volumes

Investing Stocks Oct 27, 2026 1:43 PM

How Bad Would Cooling AI Security Demand Be For CrowdStrike Stock?

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Yahoo S&P Oct 27, 2026 1:39 PM