Author: franperez66q@protonmail.com

Shortly after the opening bell, we will be buying 280 shares of Intel at roughly $125.38. Following the trade, Jim Cramer’s Charitable Trust will own 780 shares of Intel, increasing its weighting in the portfolio to 2.5% from 1.6%. We’re making a sizeable buy of Intel to get the position up to 2.5% in the portfolio ahead of what we continue to expect to be a strong move higher. Jim will share more details on his long-term outlook on Intel during our Monthly Meeting at noon ET Wednesday. The stock has rallied $13 since we initiated this position two weeks…

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HONG KONG, CHINA – 2025/03/01: In this photo illustration, Artificial intelligence (AI) apps of perplexity, DeepSeek and ChatGPT are seen on a smartphone screen.Sopa Images | Lightrocket | Getty ImagesThe U.S. has held off adding China’s AI startup DeepSeek, memory chipmaker CXMT and more than 100 other companies flagged as national security risks to a trade blacklist, according to two people familiar with the matter, as the Trump administration tries to avoid escalating tensions with Beijing. DeepSeek, CXMT and other companies were approved by an interagency committee last year for addition to the Commerce Department’s Entity List, which is being…

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HPE’s new promotion aims to entice customers to more deeply consider migrating off VMware. While numerous third-party surveys have pointed to a significant amount of VMware customers looking to reduce or eliminate their VMware use over the next few years, concerns around time and cost are also expected to slow or deter migration plans, especially given that migration can require paying for two virtualization products simultaneously. “One of the big things we see is that as customers are going through this journey on transforming their operating model, you end up with double expenses,” HPE’s EVP and CTO Fidelma Russo said,…

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SpaceX IPO at the Nasdaq on June 12th, 2026.Adam Jeffery | CNBCSpaceX options on their first day of trading showed about a 15% chance for the stock to rise by 50% and a similar possibility that it loses half its value in the next three months, according to Susquehanna.The stock saw the fifth-highest call volume of the day, Susquehanna strategist Chris Murphy wrote in a note Tuesday.”The largest trades increasingly looked like hedges tied to future supply risk,” Murphy wrote. “Upside calls reflect demand for another sharp move higher, while downside puts reflect concern around lock-up supply, valuation risk, and…

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In this photo illustration, the Anthropic logo is seen on a smartphone with a Claude Mythos logo in the background.Sopa Images | Lightrocket | Getty ImagesAnthropic’s suspension of its top AI models late last week drove home a hard truth for the companies that were counting on them: access can be cut off at any time. It’s been a big theme this week, and one that Wall Street will be watching closely as Anthropic and OpenAI gear up for potentially massive IPOs in the coming months. Microsoft CEO Satya Nadella is warning of the risks, even as his company is…

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SpaceX has been fast-tracked to enter several major stock market indexes and that could eventually ground its stock performance in the broader fundamentals of the tech sector. But before SpaceX goes into those indexes in coming weeks, market forces – amplified by derivative securities based on the stock and maneuvers by big-money investors – could drive the stock price much higher. After less than three days as public company, SpaceX has already soared 55% above its $135 initial public offering price. These financial industry factors have little to do with SpaceX itself, its various industrial segments or the broader economy.”It’s…

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The Trump administration is trying to help Elon Musk’s xAI Corp. beat a Clean Air Act lawsuit filed by the National Association for the Advancement of Colored People (NAACP). The US said the NAACP lawsuit threatens an xAI data center that powers Grok systems needed by the military. The NAACP sued xAI and subsidiary MZX Tech in April, alleging that they violated the Clean Air Act by operating 27 gas turbines without an air permit in Southaven, Mississippi. The number of unpermitted turbines rose to 57 by mid-May and there were plans to install two more, the NAACP said in…

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