Intel’s Balance Sheet Just Went From Teetering to Rock Solid

Jim Cramer just said something surprising about Intel: the chip giant's balance sheet, which was "teetering for so long," is now "rock solid." Coming from Cramer, that's not faint praise. What changed? Intel is buying back part of an Irish manufacturing facility it previously sold to private equity when it desperately needed cash. That's a power move — you don't buy back assets unless your finances are strong and you're confident about the future. This comes as Intel rides the AI data ...
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Oil Isn’t the Only Commodity Surging — Aluminum’s Hidden Rally

Everyone's watching oil prices spike above $100 a barrel. But here's what they're missing: aluminum is quietly staging its own supply shock, and most investors haven't noticed yet. The Iran conflict just knocked out about 10% of global aluminum supply. Emirates Global Aluminium took "significant damage" over the weekend. Aluminium Bahrain is assessing its own hits. Meanwhile, the energy crisis is making aluminum production brutally expensive — smelting aluminum requires massive amounts of electricity, and electricity prices are through the roof. This ...
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Datadog Just Got a $150 Price Target — Here’s Why

Benchmark just slapped a $150 price target on Datadog (NASDAQ:DDOG) and called it a Buy. That's a big vote of confidence for a stock that's been quietly building a fortress in the AI infrastructure world. The pitch? Datadog's observability platform has become critical infrastructure for companies running AI workloads and cloud environments. When your business depends on servers, apps, and AI models staying online, you need real-time monitoring. Datadog does that — and now it's embedding AI directly into development workflows ...
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The Magnificent Seven Are on Sale—And It’s Actually a Good Time to Buy

Remember when everyone was screaming about an AI bubble? Yeah, well, the Mag 7 stocks just got a reality check, and honestly, it might be the best thing that could've happened to your portfolio. Here's the deal: Nvidia, Amazon, Microsoft, Meta, Alphabet, Apple, and Tesla have all taken a beating—down roughly 19% since October. But here's where it gets interesting. According to Marta Norton, chief investment strategist at Empower Investments, these mega-cap darlings are now trading at valuations we haven't seen ...
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When Good News Goes Bad: Why Albertsons Stock Tanked After Crushing Earnings

Here's a plot twist nobody saw coming: Albertsons reported solid earnings, beat revenue estimates, and somehow managed to tank 8% anyway. Welcome to the grocery store drama nobody asked for. The company posted fourth-quarter results that looked pretty decent on paper. Revenue hit $18.8 billion—beating the $18.6 billion estimate. Digital sales jumped 24%, loyalty members climbed 15% to 45.6 million, and same-store sales grew 2.3%. CEO Vivek Sankaran was basically doing a victory lap, talking about "positive momentum" and their "Customers ...
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Why Everyone’s Panicking About AI Memory Stocks (And Why They’re Probably Wrong)

Google just dropped a compression algorithm called TurboQuant, and Wall Street collectively lost its mind. Memory stocks tanked. Analysts started writing obituaries. The narrative was simple: AI needs less memory now, so memory stocks are toast. Here's the thing though—this panic is basically a rerun of a movie we've already seen, and it didn't end the way the bears predicted. Let's start with what TurboQuant actually does. AI models use something called a KV cache to store context—basically, the model's working memory ...
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Apple Turns 50 — But Insiders Say It Blew a 5-Year Lead on AI

Apple just celebrated its 50th birthday with a Nasdaq bell-ringing ceremony at Apple Park and a performance by Paul McCartney. The optics were perfect. The AI strategy? Not so much. Former insiders are saying it out loud now: Apple had a five-year head start with Siri, launched in 2011, and squandered it. "Apple basically blew a five-year lead," said Walt Mossberg, the legendary tech columnist who covered the company for decades. Siri co-founder Adam Cheyer was more diplomatic, but the message ...
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Arm Holdings Just Became Cramer’s Latest Winner — And He’s Rubbing It In

Jim Cramer loves being right. And when it comes to Arm Holdings (NASDAQ:ARM), he's been right for a while now — and he's not letting anyone forget it. The chip designer is up 29% year-to-date and 22% over the past month. On March 25th, the stock surged 16% after Arm revealed its in-house AI chip could generate $15 billion in revenue by 2031. That's not a projection. That's a new business line the market didn't fully price in until now. Bank of ...
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