Nouvelles de la Bourse

Jim Cramer sur Netflix : « Ce n'est pas un achat, achat, achat »

Jim Cramer on Netflix: “It’s Not a Buy, Buy, Buy”

Netflix's (NFLX) future hinges on Q2 results, with panelists divided on the sustainability of growth and margin expansion. Key concerns …

Jim Cramer sur Monarch Casino : « Cette chose mérite son incroyable rally »

Jim Cramer on Monarch Casino: “This Thing Deserves Its Incredible Rally”

The panel's net takeaway is that while MCRI's pristine balance sheet and growth potential make it an attractive play, the …

Jim Cramer met en évidence la "course incroyable de Rockwell Automation"

Jim Cramer Highlights the “Incredible Run in Rockwell Automation”

The panelists agree that Rockwell Automation (ROK) has seen significant growth in warehouse automation and data center sales, but disagree …

Jim Cramer liste Alphabet et d'autres acteurs clés sur le marché de l'interface IA et des services cloud

Jim Cramer Lists Alphabet and Other Key Players in the AI Interface and Cloud Services Market

The panelists debate the long-term prospects of Alphabet (GOOGL) in the AI and cloud landscape, with mixed views on the …

Jim Cramer dit « Je pense que vous devriez choisir Oracle »

Jim Cramer Says “I Think That You Should Go With Oracle”

The panel is largely bearish on Oracle (ORCL), citing extreme volatility, execution risk in cloud transition, high debt levels, and …

Jim Cramer met en évidence Caterpillar comme l'un des paris de secours d'énergie

Jim Cramer Highlights Caterpillar As One of the Backup Power Plays

The panelists debated Caterpillar's (CAT) valuation, with some bullish on its data center power generation and higher-margin Energy & Transportation …

Focus Quotidien : Les effectifs dépassent le consensus

Daily Spotlight: Payrolls Top Consensus

The panel consensus is bearish, with all participants agreeing on a decelerating labor market. The net takeaway is that while …

La perte de Polestar au premier trimestre s'aggrave en raison des tarifs et de la pression sur les prix

Polestar first quarter loss widens on tariffs and pricing pressure

Panelists agree that Polestar is burning cash and needs to improve its unit economics, but they disagree on the extent …

Jim Cramer met en avant les serveurs Dell et le refroidissement Vertiv comme composants majeurs de l'IA

Jim Cramer Highlights Dell Servers and Vertiv Cooling as Major AI Components

The panelists debate Dell's (DELL) role as an 'AI factory' play, with concerns about margin compression, debt servicing, and hyperscaler …

Jim Cramer discute la valeur croissante des CPU Intel et AMD

Jim Cramer Discusses Surging Value of Intel and AMD CPUs

The panel consensus is bearish on Intel (INTC), citing execution risks in its 18A process node rollout, uncompetitive performance-per-watt against …

Jim Cramer sur Bloom Energy : « L'action est une fusée »

Jim Cramer on Bloom Energy: “Stock Is a Rocket Ship”

The panelists generally agree that Bloom Energy (BE) is overvalued and faces significant risks, including capital intensity, volatile gross margins, …

Jim Cramer on GE Vernova: “It’s Printing Money”

The panel consensus is bearish on GE Vernova (GEV), with key concerns being the company's high valuation, potential execution risks, …