CNBC’s Jim Cramer said one of the biggest overlooked risks to the market is a coming wave of massive initial public offerings that could drain liquidity from stocks. “A bull [market] can also be killed by excess supply — too many big IPOs and it collapses under its own weight,” said the “Mad Money” host…
CNBC’s Jim Cramer said the blistering rally in semiconductor and AI-related stocks may be sending a warning signal about the broader market. “Lately, we’ve been seeing parabolic moves all over the market” said the “Mad Money” host. “Those are worrisome.” His caution comes after a historic run in the Philadelphia Semiconductor Index, often called the…
The Micron Memory Japan K.K. booth at the Semicon Japan exhibition in Tokyo, Japan, on Thursday, Dec. 18, 2025. Kiyoshi Ota | Bloomberg | Getty Images Shares of memory companies Micron and Sandisk jumped on Monday, continuing their extended runs, after Melius Research said demand could remain high through the end of the decade. Memory…
Amazon is making a big move to advance its ambitions in outer space — one that is pricey and pits it against a formidable incumbent. It could also end up a huge winner for the e-commerce and cloud giant. The Seattle-based company said this month it plans to acquire satellite operator Globalstar for $90 per…
Wall Street is touting one of our long-held views: AI represents a tailwind —not a headwind — for CrowdStrike and cybersecurity stocks. Shares of CrowdStrike rose 1.6% Monday after receiving a pair of bullish analyst calls. Mizuho upgraded the stock to outperform from neutral while upping its price target to $520 from $490, saying recent…
There’s a land grab underway in the U.S. for perpetual futures, one of the biggest and riskiest parts of the crypto trading world — and prediction markets Kalshi and Polymarket reportedly want a piece of it. Perpetual futures, better known by users as “perps,” are futures contracts without expiration dates that have seen explosive growth…
A combination image shows Sam Altman, CEO of OpenAI, during the Asia-Pacific Economic Cooperation (APEC) CEO Summit in San Francisco, California, U.S., on November 16, 2023 and Elon Musk, Chief Executive Officer of SpaceX and Tesla and owner of X, formerly known as Twitter during Viva Technology conference dedicated to innovation and startups at the…
A former top researcher at Google AI division DeepMind announced Monday a record $1.1 billion seed round for his months-old startup Ineffable Intelligence. The startup is pursuing superintelligence and was founded in late 2025 by UCL professor and former lead of DeepMind’s reinforcement learning team David Silver. The seed round is the largest ever in…
CEO of OpenAI Sam Altman speaks during the 2026 Infrastructure Summit of government officials, corporate executives, and labor leaders, in Washington, D.C., U.S., March 11, 2026. Kylie Cooper | Reuters OpenAI and Microsoft on Monday announced a revamped partnership agreement that will allow the artificial intelligence company to cap revenue share payments and serve customers…
Qualcomm is one of the biggest semiconductor companies making chipsets. Nurphoto | Nurphoto | Getty Images Qualcomm shares rose on Monday following reports that it’s partnering with OpenAI to create smartphone processing chips to advance the AI firm’s hardware ambitions. The U.S. smartphone chipmaker is set to work alongside Taiwanese semiconductor firm MediaTek to develop…