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Technology

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We’re again trimming a stock up 46% last week and 80% since our April initiation

TazaPulseMay 26, 2026

Shortly after the opening bell, we will be selling 55 shares of Arm Holdings at roughly $314 each. Following Tuesday’s trade, Jim Cramer’s Charitable Trust will own 130 shares of ARM, decreasing its weighting to roughly 1% from 1.44%. We will be locking in more big gains in Arm following another huge rally. Shares of...

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‘The Mandalorian and Grogu’ is Disney’s lowest Star Wars film opening

TazaPulseMay 24, 2026

Still from Disney’s “Star Wars: The Mandalorian and Grogu.” Disney Walt Disney’s “The Mandalorian and Grogu” jettisoned into theaters Friday, marking the first time in seven years that a new Star Wars film has launched on the big screen. Sunday estimates indicated that the film, based on the hit Disney+ show “The Mandalorian,” surpassed initial box...

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Microsoft’s new responsible tech lead on high-speed AI development

TazaPulseMay 23, 2026

Fully responsible, trustworthy technology is an almost impossible mandate in a tech landscape that prioritizes speed — but that doesn’t mean some companies aren’t trying. On the heels of the Trump administration’s national AI legislative framework on March 20, in which “winning the AI race” remains paramount, tech developers face tension between the common ethos...

Technology

Qualcomm’s stock pop shows investors ‘waking up’ to boom in AI devices

TazaPulseMay 23, 2026

Qualcomm CEO Cristiano Amon delivers a keynote speech at Computex in Taipei, Taiwan, May 19, 2025. Ann Wang | Reuters Qualcomm shares surged 12% on Friday and are now up 75% in the past month, as the chipmaker’s increasingly central position in the physical AI boom becomes more apparent to Wall Street. The stock is...

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Mega-IPOs could signal market top as SpaceX preps float

TazaPulseMay 22, 2026

A SpaceX Falcon 9 rocket carrying the company’s Dragon spacecraft is launched on NASA’s SpaceX Crew-12 mission to the International Space Station with NASA astronauts Jessica Meir, Jack Hathaway, ESA (European Space Agency) astronaut Sophie Adenot, and Roscosmos cosmonaut Andrey Fedyaev onboard, on Feb. 13, 2026 from Cape Canaveral Space Force Station in Florida. Aubrey...

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5 thing to know before the market opens Friday

TazaPulseMay 22, 2026

This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Friday. If you’re looking for a book for the long weekend, JPMorgan has some ideas. Stock futures are higher before the bell. All three major indexes posted a winning day yesterday and are on track for a positive week. Here are...

Technology

Microsoft was positioned to win in AI coding. Outages got in the way

TazaPulseMay 22, 2026

Microsoft CEO Satya Nadella speaks at a company event on artificial intelligence technologies in Jakarta, Indonesia, on April 30, 2024. Dimas Ardian | Bloomberg | Getty Images Microsoft had all the pieces to win in vibe coding, thanks to the near ubiquity of GitHub, which the company bought for $7.5 billion in 2018. But repeated...

Technology

What you might have missed in Nvidia’s earnings

TazaPulseMay 22, 2026

Nvidia’s earnings on Wednesday capped off another big earnings season for the tech sector. The chip giant reported another blockbuster quarter, with revenue surging 85% to $82 billion. It also unveiled an $80 billion share buyback program and raised its dividend. Investors, as is becoming customary immediately after Nvidia’s booming earnings, weren’t impressed, with shares...

Technology

Lenovo shares jump 15% on record earnings as AI revenue nearly doubles

TazaPulseMay 22, 2026

Chinese multinational technology company, Lenovo logo seen in Shenzhen. (Photo by Alex Tai/SOPA Images/LightRocket via Getty Images) Alex Tai | SOPA Images | LightRocket | Getty Images Shares of Lenovo surged over 15% on Friday, after the personal computer and electronics giant posted strong revenue growth powered by its growing artificial intelligence business. Group revenue...

What’s behind the hype and demand?

TazaPulseMay 22, 2026

This photograph shows displayed collectible cards from the Pokemon Trading Card Game (TCG) at an amateur collector’s appartment in Paris on March 11, 2026. Martin Lelievre | Afp | Getty Images When I was a kid in the late 90s, collecting Pokémon cards was a fun hobby. I’d buy packs, hoping to get the rarest...