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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Danaher stock fails to rise on solid earnings — leading us to question what's next

Danaher stock fails to rise on solid earnings — leading us to question what’s next

Danaher shares dropped on Wednesday because Wall Street was not giving the supplier of tools and equipment to drugmakers and hospitals credit for beating its rosy earnings guidance from earlier this month. Revenue for Danaher’s fourth quarter 2025 rose 4.6% year over year to $6.84 billion, exceeding the LSEG-compiled analyst consensus estimate of nearly $6.81…

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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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