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Jim Cramer on Why Marvell (MRVL) Plunged
Insider Monkey13d agobearish
Jim Cramer on Why Marvell (MRVL) Plunged

Marvell Technology, Inc. (NASDAQ:MRVL) delivered a quarterly beat and raised its revenue outlook, yet the stock plunged more than 10% the following day. The sharp reaction led Jim Cramer to question, during the September 8 Mad Money episode, why investors punished a company whose AI business continues to accelerate. What the heck just happened to […]

Jim Cramer Discussed The Contradictions Surrounding NVIDIA Corporation (NASDAQ:NVDA)’s Shares
Insider Monkey13d agoneutral
Jim Cramer Discussed The Contradictions Surrounding NVIDIA Corporation (NASDAQ:NVDA)’s Shares

If there’s one stock that Jim Cramer can’t stop talking about, it’s NVIDIA Corporation (NASDAQ:NVDA). Throughout the year, the CNBC TV host has remained one of the firm’s most ardent supporters. He wholeheartedly believes that NVIDIA Corporation (NASDAQ:NVDA) is at the center of a new industrial revolution. On September 3rd, after the firm announced that […]

Jim Cramer Names NVIDIA the Main Portfolio “Running Back”
Insider Monkey13d agoneutral
Jim Cramer Names NVIDIA the Main Portfolio “Running Back”

During the September 8 episode of Mad Money, host Jim Cramer compared NVIDIA Corporation (NASDAQ:NVDA) to Detroit Lions star running back Jahmyr Gibbs. Cramer emphasized its complete package of hardware and software dominance, as he remarked: Next, let’s talk running backs, key position in fantasy. What you want are the equivalent of compounders, stocks that […]

Palantir and Nvidia Are Building a Sovereign AI Stack. Who Captures More of the Economics?
Insider Monkey13d agoneutral
Palantir and Nvidia Are Building a Sovereign AI Stack. Who Captures More of the Economics?

Palantir Technologies Inc. (NASDAQ:PLTR) and NVIDIA Corporation (NASDAQ:NVDA) are pushing their partnership deeper into one of the most important emerging enterprise AI themes: keeping proprietary data and operational intelligence under customer control. On September 10, Palantir and Nvidia announced a sovereign AI architecture combining Nvidia’s Nemotron open models with Palantir Foundry and AIP. The first […]