Here's an update on our 4th Industrial Revolution stocks and the rest of the portfolio

Here’s an update on our 4th Industrial Revolution stocks and the rest of the portfolio

On Friday, the CNBC Investing Club held its February Monthly Meeting, where Jim Cramer and Director of Portfolio Analysis ran through each stock in the portfolio. Jim put a special focus on the Club stocks within the artificial intelligence trade. He’s dubbed them the “Fourth Industrial Revolution stocks,” borrowing the term from Nvidia CEO Jensen…

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With Trump's 'reciprocal' tariffs struck down, here are the industries still facing higher rates

With Trump’s ‘reciprocal’ tariffs struck down, here are the industries still facing higher rates

The Supreme Court during a rain storm in Washington, Feb. 20, 2026. Annabelle Gordon | Bloomberg | Getty Images The Supreme Court on Friday ruled that President Donald Trump’s country-specific “reciprocal” tariffs are unconstitutional, delivering a win for many consumer companies facing higher import costs. But the ruling doesn’t cover all sectors. The Supreme Court…

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Another alliance of health care and AI signals why pharma stocks should be back in favor

Another alliance of health care and AI signals why pharma stocks should be back in favor

Bristol Myers Squibb and Microsoft ‘s new partnership aimed at accelerating early detection of lung cancer marks the latest way health care and artificial intelligence are rapidly intersecting. Bristol Myers said on Tuesday it will work with Microsoft’s AI-powered radiology platform to develop and launch imaging algorithms. These new tools, which can be used to…

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Healthy Returns: Novo Nordisk CEO on GLP-1 pricing, and more insights from the JPM conference

Healthy Returns: Novo Nordisk CEO on GLP-1 pricing, and more insights from the JPM conference

A version of this article first appeared in CNBC’s Healthy Returns newsletter, which brings the latest health-care news straight to your inbox. Subscribe here to receive future editions. Good morning from San Francisco! It’s day three of the annual JPMorgan Healthcare Conference – the biggest gathering of biotech and pharma execs, investors and analysts in…

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