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AI & Enterprise

AI fear-battered stocks revive in August U.S. market rebound lineup

In August, U.S. stocks that had been weighed down by Wall Street’s bearish narratives rebounded sharply, CNBC reported. Jim Cramer said worries over AI threats, slower growth and worsening conditions were overturned by earnings and shifts in positioning. Moderna surged after reporting promising results for an experimental melanoma vaccine with Merck. Enterprise software names rebounded as a high-leverage hedge fund unwound bets. Other gainers included Gartner, Newmont, Paramount Skydance, Super Micro Computer, Sandisk and Coinbase.

AI & Enterprise

Nvidia, Salesforce strong results shake tech stock bear case

Nvidia and Salesforce posted quarterly results that beat market expectations, undercutting a bearish view of the two tech stocks. CNBC reported that Jim Cramer said the results overturned some of Wall Street’s main concerns. Salesforce and Nvidia shares jumped 22 percent and 8 percent, respectively, after their earnings releases. Concerns had ranged from software pricing pressure to cloud demand and chip competition, but both companies pointed to growth, diversification and upbeat outlooks.

AI & Enterprise

Data centre regulation, power crunch reshape winners; Jim Cramer says big tech has edge

Jim Cramer said the data centre investment theme is not over, but the winners may change as political and local opposition increases. He said pushback over power costs, water use and community burdens is pressuring related stocks, and that stricter requirements in places such as Pennsylvania and Texas could curb unchecked expansion. Cramer said hyperscalers such as Amazon, Alphabet, Microsoft and Meta may benefit, while some suppliers could face pressure.