The AI Sell-Off Continues—These 3 Stocks Keep Raising Guidance Anyway

Fresh AI sell-off is ‘indiscriminate’. But beware the other story

Another neocloud drubbing, more artificial intelligence fears. But a Morgan Stanley guru says another part of this boom is not being watched closely enough.

Jim Cramer says the recent AI stock sell-off echoes a crucial lesson from the 1987 market crash

CNBC’s Jim Cramer said the 1987 stock market crash offers an important lesson that can be applied to the recent AI sell-off.

The AI Sell-Off Continues—These 3 Stocks Keep Raising Guidance Anyway

AI stocks like Lumentum, Dell and Everpure are selling off even as they report sold-out capacity and raised guidance, compressing valuations as analysts watch earnings revisions for a bottom.

Jim Cramer Warns AI Stocks May Have Further to Fall as Investors Await Big Tech Earnings and Anthropic IPO

CNBC’s Jim Cramer has cautioned investors against rushing back into artificial intelligence stocks following Monday’s technology-sector rebound, arguing that technical weaknesses, uncertainty over Big Tech’s spending plans and upcoming political and market events could keep pressure on AI infrastructure companies. “Even after today’s bounce, I think it’s too soon to say the coast is clear […]

Jim Cramer spots familiar pattern in the AI stock sell-off

Wall Street has a long memory, and few dates carry more weight than Oct. 19. On the anniversary of the worst single day in market history, Jim Cramer told his “Mad Money” audience that the AI trade may be repeating an old mistake, one where prices stop listening to the businesses behind them,…

Jim Cramer Compares AI Stock Sell-Off to 1987 Market Crash

The Nasdaq Composite fell 4.5% last week as semiconductor and data center stocks came under pressure.