Jim Cramer margin warning targets AI data center stocks bought with debt
CNBC’s Jim Cramer said investors using borrowed money in AI data center stocks should sell as volatility rises.
By Marcus V. Thorne 3 weeks agoMarkets Editor
Marcus V. Thorne
Marcus writes the market wraps and the flows analysis: equities, volatility, and the positioning behind the tape.
Latest from Marcus V. Thorne
BC Partners InfoRLife deal gives firm co-control stake
BC Partners agreed to acquire co-control of InfoRLife, adding a healthcare platform as its second Fund XII investment.
By Marcus V. Thorne 3 weeks ago
Trump tariffs ads target Democrats in 15 competitive House districts
The NRCC is attacking Democrats over opposition to Trump tariffs as Republicans test trade policy as a midterm campaign issue.
By Marcus V. Thorne 3 weeks ago
China DUV machine report weighs on ASML, but analysts see limits
ASML shares fell after a report on a China DUV machine, though analysts cited yield, scale and export-control constraints.
By Marcus V. Thorne 3 weeks ago
UPS q2 earnings top estimates as company raises 2026 guidance
UPS reported $22.8 billion in second-quarter revenue and lifted its 2026 outlook, sending shares slightly higher before the open.
By Marcus V. Thorne 3 weeks ago
France and Spain wildfires burn nearly 300,000 acres as heat wave nears
Fires have burned about 104,000 acres in France and 190,000 in Spain, forcing nearly 300,000 evacuations as heat risks rise.
By Marcus V. Thorne 3 weeks ago
Iran Hormuz talks with Saudi Arabia and Oman continue as truce holds
Iran said it discussed Strait of Hormuz stability with Saudi and Omani officials as Trump cited talks and Tehran denied direct neg...
By Marcus V. Thorne 3 weeks ago
TowerBrook Europe private equity view points to lower multiples, tougher rules
Joseph Knoll said Europe offers lower valuations but higher regulatory risk, as ECP and KKR agreed a £5.75bn deal for DCC Energy.
By Marcus V. Thorne 3 weeks ago
SpaceX market cap loss tops $1.2 trillion from June peak
SpaceX shares fell again Monday as options activity and an upcoming lock-up release kept traders focused on post-IPO selling press...
By Marcus V. Thorne 3 weeks ago
Care Career acquires MAS Medical Staffing in seventh deal in two years
Care Career bought Periscope Equity-backed MAS Medical Staffing, expanding its healthcare workforce technology platform.
By Marcus V. Thorne 3 weeks ago
Trump says Venezuela oil sales have topped $13 billion
Trump said the U.S. has sold more than $13 billion of Venezuelan oil since taking control of exports after Maduro’s capture.
By Marcus V. Thorne 3 weeks ago
Trump mail-in voting restrictions reach Supreme Court in emergency bid
The administration asked the justices to permit enforcement as states challenge Trump’s authority over state-run elections.
By Marcus V. Thorne 3 weeks ago