Jim Cramer says investors aren't ditching tech — they just want cheaper stocks
CNBC's Jim Cramer said investors aren’t abandoning AI or technology stocks — they’re rotating out of high-multiple names and into cheaper stocks.
Largecap briefs
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Broadcom's stock drops 5% as weak guidance overshadows earnings beat
Broadcom gave a disappointing revenue forecast for the current quarter.
Why Palantir’s stock is suffering its worst slump since February
After a strong postearnings rally in August, Palantir’s rich valuation multiple is under pressure once again.
‘I currently give him $1,000 a month’: My grandson has severe mental illness. How do I protect him after I’m gone?
“I’m desperately trying to plan ahead while I’m still able.”
Chevron stock on track for record high as oil giant outlines $7 billion plan to expand in Venezuela
Chevron says it will expand its operations in Venezuela, following the Trump administration’s move for a Pentagon-backed plan to develop the country’s oil reserves.
American Airlines continues premium push with redesigned Boeing planes
American Airlines is adding its most premium seats to its largest planes, which it uses for its most popular long international flights.
Uber to cut 10% of workforce in bid to move 'simpler and faster'
Uber is cutting small teams by nearly half and allowing about 1% of its workforce to continue working remotely.
Energy Secretary Chris Wright tells CNBC more than 17 million barrels of oil transited Hormuz on Monday
The Energy Secretary spoke to CNBC's Brian Sullivan in Venezuela Wednesday, after President Donald Trump announced a massive oil deal with Caracas.
Largecap News Today — September 2, 2026
Meta settlement could clear the way for new AI product launches, Morgan Stanley says and more — today's largecap signal.
Meta settlement could clear the way for new AI product launches, Morgan Stanley says
"There are certainly signals, in our view, that Meta's product pipeline could start flowing following this legal clearing event," analysts said.
AI capital expenditure forecast to exceed the cost of building railways in both the U.S. and the U.K. — with the internet added on top
The accounting giant says the buildout of artificial intelligence differs from the development of railways and the internet because of its scale and spending growth.
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Broadcom’s stock falls despite upbeat earnings, extending a frustrating stretch for investors
Broadcom topped expectations with its latest quarterly financial results, but that wasn’t enough to send its stock higher.
Snowflake’s stock soars as the company blows away estimates with its AI-fueled forecast
Companies looking to build AI tools on top of their data are turning to Snowflake, driving robust revenue growth.
HPE follows in Dell’s footsteps as it rides the AI server boom to a big earnings beat
Unlike Dell, HPE focuses on enterprise and sovereign customers, which one analyst noted have a better profit profile.
Inside India newsletter: India’s economic growth is smashing forecasts, but its biggest stocks aren't feeling the love
India's strong economic growth has surprised every quarter for the last year, but the performance of its key stock benchmarks has been deeply disappointing.
J&J's run to record highs hasn't reached the finish line yet. Here are the key drivers
Jim Cramer agrees with UBS: The rally in Johnson & Johnson shares still has room to run.
Jim Cramer says investors aren't ditching tech — they just want cheaper stocks
CNBC's Jim Cramer said investors aren’t abandoning AI or technology stocks — they’re rotating out of high-multiple names and into cheaper stocks.
How Equinix has found a niche in the multitrillion-dollar AI data center boom
Nvidia announced a new data center deal with Equinix and Together AI on Wednesday to help enterprise customers with open-model inference.
Microsoft to start disclosing Azure quarterly revenue as company consolidates business units
Microsoft will begin reporting quarterly Azure revenue in dollars for the first time, providing more clarity about its business that competes with AWS.
Broadcom delivers strong earnings view as CEO touts growth with AI labs
Broadcom gave a disappointing revenue forecast for the current quarter but provided robust earnings guidance for fiscal 2028.
NBA suspends Clippers owner Ballmer for one year in Kawhi Leonard salary cap probe
The NBA also fined the Los Angeles Clippers $30 million and said the team will forfeit five first-round picks, one in each year in drafts starting in 2029.
We’re in our 60s. We earn $345,000 and have $1 million in 403(b)s. Is it too late for Roth conversions?
“Roth assets would provide our children with tax-free distributions.”
Nvidia’s stock is climbing as investors get more confidence in an expanding base of AI customers
Dell’s earnings showed that demand for AI hardware extends beyond major cloud providers.
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