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Jim Cramer

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Global bond sell-off persists amid rising debt and yields

26 clusters · 179 sources · last updated

Latest: US economy faces debt servicing surge and corporate bond supply shortage

Global bond markets are experiencing heightened volatility as yields reach multi-year highs. In the United States, the 10-year Treasury yield has approached 5%, its highest level since 2007. Bob Michele, head of global f

[ACTIVE] [BUSINESS] [US] [IN]

Marvell Technology: AI demand, Google partnership and Q2

9 clusters · 52 sources · last updated

Latest: GlobalFoundries and Marvell expand chip capacity for AI networking

In late July 2026, Marvell Technology’s shares slid approximately 34% from recent highs, prompting discussions regarding potential buying opportunities. Despite the dip, institutional investors such as Delta Global Manag

[ACTIVE] [BUSINESS] [US] [SE] [AU]

GE Vernova: Infrastructure expansion and AI power demand

20 clusters · 28 sources · last updated

Latest: Newmont stock fluctuates following Federal Reserve rate hike

GE Vernova is capitalizing on rising electricity demand from artificial intelligence data centers by expanding its footprint in power generation, transmission, and grid modernization. In Q2 2026, the company reported a 2

[ACTIVE] [BUSINESS] [US] [DE] [GB]

SpaceX: AI expansion, IPO volatility, and revenue targets

430 clusters · 1861 sources · last updated

Latest: SpaceX sees Nasdaq-100 weighting boost and potential Tesla merger talks

Following its June 2026 IPO, which raised approximately $85.7 billion, SpaceX has experienced significant market volatility. While the company briefly reached a nearly $3 trillion market capitalization, shares have retre

[ACTIVE] [BUSINESS] [US] [MK]

Okta, Inc. financial performance and stock valuation

4 clusters · 18 sources · last updated

Latest: CrowdStrike and Okta stocks surge on rising AI security demand

Okta, Inc. has experienced updates regarding its stock valuation and financial reporting. Financial institutions have issued increased price targets for the company, with Barclays raising its target from $170.00 to $180.

[QUIET] [BUSINESS] [US] [CA]

Quantum computing market activity and industrial adoption

8 clusters · 23 sources · last updated

Latest: Tech sector analysis highlights Snowflake growth and quantum computing volatility

The quantum computing sector continues to experience significant volatility, driven by small revenue bases and high sensitivity to technical milestones or government awards. While the industry is transitioning toward ear

[QUIET] [TECHNOLOGY] [KR] [US] [CN]

Global AI memory and NAND flash shortage intensifies

15 clusters · 74 sources · last updated

Latest: Micron targets 100,000 HBM wafers per month by 2026

The global memory shortage, driven by AI demand, is intensifying across DRAM, HBM, and NAND flash sectors. Major manufacturers, including Samsung, SK hynix, and Micron Technology, have reportedly exhausted their DRAM and

[QUIET] [BUSINESS] [US]

Jim Cramer market analysis and investment advice

2 clusters · 5 sources · last updated

Latest: Jim Cramer warns of disconnect between stock prices and reality

Jim Cramer has provided evolving commentary on market trends and investment strategies. Initially, he advised investors to prioritize long-term compounding through index funds rather than speculative short-term trading.

[QUIET] [BUSINESS] [US]

Bitcoin security concerns regarding quantum computing

3 clusters · 6 sources · last updated

Latest: Bitcoin price surges following Jim Cramer's previous sell recommendation

CNBC host Jim Cramer announced plans to sell his Bitcoin holdings due to concerns that advancements in quantum computing could compromise the cryptocurrency’s cryptographic security. This decision followed an interview w

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