Author: i2wtc

On Friday, the CNBC Investing Club held its February Monthly Meeting, where Jim Cramer and Director of Portfolio Analysis ran through each stock in the portfolio. Jim put a special focus on the Club stocks within the artificial intelligence trade. He’s dubbed them the “Fourth Industrial Revolution stocks,” borrowing the term from Nvidia CEO Jensen Huang, who has often used it to describe the AI boom. Here is Jim’s rapid-fire update on the portfolio, beginning with the AI basket before broadening to our remaining positions across financials, retail and more. Fourth industrial revolution stocks Jim started the meeting by running…

Rep. Maxine Waters, D-Calif., gestures at the United Center, on Day 1 of the Democratic National Convention in Chicago, Aug. 19, 2024.Mike Segar | ReutersHouse Democrats this week laid out their plans to counter President Donald Trump’s rhetoric about “nationalizing” this year’s elections ahead of the 2026 midterms. The lawmakers convened at their annual policy retreat, where they set their agenda for the year and hone campaign messaging. They met in northern Virginia this week following Trump’s escalating calls for voter-ID requirements at the polls and his desire to require presenting documents to register to vote, both changes that would…

The Paramount logo is displayed above an entrance to Paramount Studios on Feb. 23, 2026 in Los Angeles, California. Justin Sullivan | Getty ImagesA day after Paramount Skydance emerged as the winner to take over fellow media giant Warner Bros. Discovery, questions are mounting about the companies’ regulatory path forward.The WBD board said on Thursday that Paramount’s revised $31-per-share offer was superior to an existing bid from Netflix, prompting the streamer to announce that it was walking away from the deal entirely and clearing the way for Paramount. Paramount’s raised offer — up from $30 per share — was the…

Health and medical care issues of PTI founder Imran Khan also discussed, sources sayMeeting in Opposition Chamber under chairmanship of Mahmood Khan Achakzai, with Allama Raja Nasir Abbas, Gohar Ali Khan, Salman Akram Raja, other leaders present. Photo File: TTAP/X ISLAMABAD: The federal government and opposition alliance Tehreek-e-Tahaffuz-e-Ain Pakistan (TTAP) have initiated formal contacts amid ongoing political tensions, with the first high-level engagement held at Parliament House on Friday, sources privy to the matter informed The Express Tribune. Leader of the Opposition in the National Assembly Mahmood Khan Achakzai met Prime Minister’s Advisor on Political Affairs Rana Sanaullah in the Parliament…

Nvidia CEO Jensen Huang speaks during a dinner event with the company’s Taiwanese suppliers in Taipei, Taiwan, on Saturday, Jan. 31, 2026.Lam Yik Fei | Bloomberg | Getty ImagesNvidia reported blowout earnings on Wednesday and issued a better-than-expected forecast showing accelerating growth. CEO Jensen Huang proclaimed that “compute demand is skyrocketing.” Investor concerns appear to be elsewhere.The stock fell for a second straight day on Friday and was down almost 7% for the week in its sharpest pullback since November. With the retreat, Nvidia’s stock is now down for the year, joining the rest of tech’s megacap companies.One broad concern…

President Donald Trump said Friday that he was ordering every U.S. government agency to “immediately cease” using technology from the artificial intelligence company Anthropic.Trump’s abrupt and unexpected order came as the AI startup faces pressure by the Defense Department to comply with demands that it can use the company’s technology without restrictions sought by Anthropic. The company wants the Pentagon to assure it that the AI models will not be used for fully autonomous weapons or mass domestic surveillance of Americans.The Pentagon had set a deadline of 5:01 p.m. ET Friday for Anthropic to agree to its demands allowing the…

The Warner Bros. Discovery board may have enriched its shareholders Thursday when it chose Paramount Skydance’s acquisition offer over Netflix’s, but it also terrified a lot of its employees.While some of those people own WBD shares and may prefer the financials of Paramount’s $31-per-share bid to Netflix’s $27.75-per-share offer, CNBC spoke to 10 WBD employees in a variety of different roles at the company. All 10, who asked not to be named for fear of potential backlash, expressed concerns about potential job losses and questions of who would ultimately run their divisions if Paramount and WBD are eventually merged.”It’s fair…

A Pakistani soldier at the Pakistan-Afghanistan border. PHOTO: AFP Pakistani air strikes struck Taliban’s military installations in major urban centres of Afghanistan as part of “Operation Ghazab Lil Haq” launched in response to “unprovoked and miscalculated” attacks on Pakistani border posts on Thursday.  Taliban regime officials confirmed air raids deep inside Afghanistan – as far as capital Kabul, but they would downplay their losses. Kabul residents, however, reported that they heard secondary explosions for hour that rattled homes across the Afghan capital. Video verified by Reuters showed thick plumes of black smoke rising above Darulaman, a residential neighbourhood in western…

Coreweave CEO Mike Intrator backed up the company’s massive spending plans during an interview with CNBC’s “Squawk on the Street” on Friday as shares dropped post-earnings on profitability worries. Intrator told CNBC that Coreweave has willingly chosen to invest in more infrastructure and take a margin hit to meet the “once in a generation moment” for capacity demand.”I understand the concerns that people have as they see us allocating a massive scale of money to this market, but the truth of the matter is, our backlog is enormous,” he said.Coreweave’s stock plummeted nearly 20% on disappointing revenue guidance. The New…

Analysts warn Taliban may boost TTP, BLA support, risking wider conflict in PakistanAn army soldier stands guard at a deserted entry point at the Friendship Gate, following the exchanges of fire between Pakistan and Afghanistan forces, at the border crossing between the two countries, in Chaman, Pakistan February 27, 2026. Picture taken with a mobile phone. REUTERS/Abdul Khaliq Achakzai Weeks after the Taliban’s lightning 2021 takeover of Afghanistan from a US-led coalition, Pakistan’s then spy chief visited Kabul and told a reporter: “Don’t worry, everything will be okay.” Five years later, Islamabad — once seen as a Taliban patron —…