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Jim Cramer says it’s time to trim this volatile AI chipmaker

TazaPulseMay 15, 2026

Every weekday, the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Friday’s key moments. 1. The three major indexes fell Friday, weighed down by weakness in technology stocks and higher Treasury yields. Semiconductor and AI-related names pulled back after a powerful rally, while investors...

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5 things to know before the market opens Friday

TazaPulseMay 15, 2026

This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Friday. It’s Jerome Powell’s last day as the chair of the Federal Reserve, marking the end of an era at the central bank. Stock futures are falling this morning. The three major indexes gained yesterday and are on track for a...

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Cerebras stock falls after blockbuster IPO debut — here’s why

TazaPulseMay 15, 2026

Cerebras Systems Inc. signage during the company’s initial public offering (IPO) at the Nasdaq MarketSite in New York, US, on Thursday, May 14, 2026. Michael Nagle | Bloomberg | Getty Images Cerebras Systems‘ shares were volatile in early trading Friday after the company completed the largest IPO by a U.S. tech firm in years. The...

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Trump’s China visit left chip export issue unresolved

TazaPulseMay 15, 2026

This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. One look at the roster of U.S. execs that cozied up to U.S. President Donald Trump on the 20+ hours flight from Alaska to China on Wednesday and you get a sense of the American delegation’s key focus...

Cramer urges investors to be more selective in the AI frenzy

TazaPulseMay 15, 2026

CNBC’s Jim Cramer said that investors need to become far more selective in the semiconductor rally. Cerebras, a chipmaker focused on artificial intelligence workloads, completed the largest IPO of the year Thursday. The stock priced at $185 Wednesday night but opened around $350, briefly valuing the company at roughly $107 billion. It ended the day...

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Closing arguments conclude Musk v. Altman, jury deliberates next week

TazaPulseMay 15, 2026

OpenAI CEO Sam Altman arrives at the federal courthouse, as the trial in Elon Musk’s lawsuit over OpenAI’s for-profit conversion continues, in Oakland, California, U.S., May 14, 2026. Manuel Orbegozo | Reuters The first phase of the Musk v. Altman trial concluded proceedings in federal court in Oakland, California, on Thursday after attorneys for Elon...

Technology

Gemini surges after Winklevoss Capital invests $100 million in the crypto exchange

TazaPulseMay 15, 2026

A screen displays an image of Gemini co-founders Tyler Winklevoss and Cameron Winklevoss, and the Gemini logo, during the company’s IPO at the Nasdaq MarketSite, in New York City, U.S., Sept. 12, 2025. Jeenah Moon | Reuters Gemini Space Station, the crypto exchange founded and led by the Winklevoss brothers, saw shares surge in extended...

Cramer backs Nvidia selling AI chips in China

TazaPulseMay 15, 2026

CNBC’s Jim Cramer said Nvidia should be allowed to sell artificial intelligence chips into China, arguing the U.S. would be better served by keeping Chinese companies reliant on American technology rather than forcing them to develop competing products. “You force them to build their own chips, they will catch up and with seemingly unlimited electricity,...

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Cerebras is the hot new AI chipmaker. Here’s Jim Cramer’s advice on the stock

TazaPulseMay 15, 2026

CNBC’s Jim Cramer cautioned investors against chasing shares of Cerebras Systems after its explosive market debut Thursday. “While there might be a situation in the future where I can recommend Cerebras, I just can’t even come close to justifying the valuation up here given how much it’s already run right out of the gate,” the...

Technology

Cerebras IPO mints two billionaires, sets stage for potential AI wave

TazaPulseMay 15, 2026

Andrew Feldman, co-founder and chief executive officer of Cerebras Systems Inc., holds the Wafer Scale Engine 3 AI chip during the company’s initial public offering (IPO) at the Nasdaq MarketSite in New York, US, on Thursday, May 14, 2026. Bloomberg | Bloomberg | Getty Images The tech billionaires club has two new members after Cerebras’...