Today the market was brought back to reality, says Jim Cramer
'Mad Money' host Jim Cramer unpacks Wednesday's market action.
Market News
Wall Street priced an AI apocalypse in software, but Jim Cramer says reality is less dire
CNBC's Jim Cramer said Wall Street's software sell-off is an overreaction, wrongly treating those stocks as if extinction were inevitable. However, the "Mad Money" host cautioned that the stock are unlikely to regain the premium they once commanded.
Congressman Who Bought Small-Cap Stocks In 2025 Is Back With New 2026 Pick: Here's What He's Buying
The trading activity of members of Congress is closely monitored and investors are looking to see which Magnificent Seven stocks are most loved and which large-cap names are being bought and sold.
Nasdaq Leads Stock Market Rally As S&P 500 Gaps Above 50-Day Line; Nvidia Earnings In Focus
It was a bullish day for the stock market Wednesday as tech stocks outperformed and the S&P 500 gapped above its 50-day moving average.
'Follow the leverage' to find risks: CIO says AI stocks still trading at premiums despite correction
Nick Ferres says Vantage Point Asset Management explains why he's concerned about private assets, and highlights the parallels between the current market moves and the 2008 collapse of the Lehman Brothers, questioning if there will be a return on investment on the capex boom into AI by hyperscalers. He remains bullish on Asian equities and semiconductors.
Victor Khosla Sees 'Fat' Tail Risk in Credit Markets
Victor Khosla, founder and CIO of Strategic Value Partners, warns about the contagion risk facing the credit market from the selloff in software stocks. He speaks on "Bloomberg The Close.
Why The Buffett Indicator And Shiller's CAPE Are Stuck In The 20th Century
The Shiller PE Ratio and Buffett Indicator are outdated and systematically pessimistic, failing to reflect today's higher profit margins and globalized corporate earnings. Both indicators overlook structural changes: tech-driven margin expansion, buybacks, and international revenue dominance, making them unreliable for current market valuation.
These Flawed Arguments Can Be Especially Misguiding In 2026
Popular charts based on rolling SP500 returns are fundamentally flawed due to the use of highly overlapping and non-independent samples. These flaws have provided very misleading signals in recent years and can be especially relevant for the next ~1–2 years.
Wall Street Rallies Ahead of Nvidia Earnings | Closing Bell
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Caroline Hyde, Carol Massar and Tim Stenovec. -------- More on Bloomberg Television and Markets Like this video?
Investors Shouldn't Be Fleeing American Stocks
I reiterate my buy recommendation on assets tracking main American indices, citing resilient profits and attractive risk-return dynamics. The overturning of IEEPA tariffs increases market uncertainty but creates opportunities as U.S. stocks remain driven by rising corporate earnings.
The Race To Build The Stablecoin Bank
Banking licenses have become the new battleground in the stablecoin economy. From a stablecoin issuer and a US asset manager to a Japanese multinational conglomerate and a European fintech affiliate, digital-asset firms are pursuing charters not only as compliance shields but also as competitive moats.
Tech stocks shake off panic over AI ‘doomsday scenario' where unemployment hits 10%
Tech stocks were bouncing back Wednesday as investors shook off jitters related to a viral essay from Citrini Research, which outlined a dystopian potential future in which artificial intelligence upends the economy and causes unemployment to surge above 10%.
Bitcoin climbs toward $70,000 level as U.S. equities rise: CNBC Crypto World
On today's episode of CNBC Crypto World, bitcoin is on pace to break a multi-week losing streak. Also, Trump family-backed crypto platform World Liberty Financial says it was targeted by a 'coordinated attack.
Software Isn't Dead Yet. These Stocks Could Rally First.
Software stocks are in bear market territory with some of the industry's biggest names about to report earnings. What to expect next.
Trump policy benefits will start to emerge in 2026, says Strategas' Dan Clifton
Dan Clifton, Strategas head of policy research, joins 'The Exchange' to discuss the President's State of the Union, budget reconciliation efforts and much more.
Fed's Bostic Says People Have Begun to Doubt Fed Independence
Atlanta Fed President issues one of the most direct warnings yet from a top monetary-policy official about the consequences of President Trump's aggressive stance toward the Fed.
Big Moves Have Rocked Stocks. There Might Be More to Come.
Investors fear AI will eliminate entire companies and jobs, not just reduce head count, affecting sectors like software and finance.
Activists Step Up Pressure on Struggling Stocks. Beware, Long-Term Investors.
Prominent activist investment firms are going after Whirlpool, Norwegian Cruise Line, Tripadvisor and other laggards.
Why the Nasdaq Is Beating the Dow and S&P 500 Today
The Nasdaq Composite is leading Wednesday's gains, followed by the S&P 500, with the Dow trailing slightly behind. Nvidia, Apple, and Microsoft account for 26% of the Nasdaq's weight but only 18% of the S&P 500 and 10.6% of the Dow.
Kansas City's Schmid Says Federal Reserve Has Work to Do With Inflation
Kansas City Fed President Jeff Schmid, who will not have a vote on policy this year, continued to express his concerns about inflation.
