Jim Cramer expressed concern that the recent surge in stock and bond offerings, including major deals from companies like Alphabet, SpaceX, and Amazon, might overwhelm investor demand and threaten the ongoing bull market. He highlighted discounted offerings like Rivian's stock sale and SK Hynix's planned Nasdaq listing as signs that the market may be reaching its limit for absorbing new supply. While the market has so far managed to absorb these issuances, Cramer warned that continued high levels of new equity and debt could lead to oversupply, potentially hurting the bull market unless there is a slowdown in IPOs and secondary offerings or a rise in mergers and acquisitions.
Despite a down week in stocks and bonds, the S&P 500 remains within 2% of its all-time high, supported by active dip buyers. Commodities like gold, silver, and crude oil show strong performance as investors shift away from financial assets. Healthcar...
Microsoft reported $331 billion in annual revenue with Azure surpassing $100 billion, growing 41%. Its $678 billion contracted commercial backlog supports recurring revenue from AI and cloud services, fueling a 22% upside price target of $590.43. Des...
Nvidia has surpassed Apple in the holdings of every S&P 500 index fund, reflecting a significant change in investment trends within these funds. This shift highlights growing investor confidence in Nvidia's growth potential and the tech sector's evol...
Berkshire Hathaway increased its Alphabet shares by $17 billion in Q2 2026, making Alphabet its third-largest equity holding, narrowly surpassing Coca-Cola. Despite Greg Abel being CEO, Warren Buffett remains the key decision-maker for major stock in...
The AI-driven capital cycle is powering record spending by hyperscalers and strong growth in key US tech stocks. Microsoft’s Azure cloud surpassed $100 billion in annual revenue, driven by expanding AI services like Copilot, but faces margin risks if...
