Zev Fima
- Indexed articles, last 90 days
- 51
- Latest publication
- Oct 1, 2026
- Outlet visibility, for CNBC
- Top 5K sites
- Earliest in this view
- Jul 5, 2026
Latest articles
You think Nvidia's $235 billion buyback is big? Just wait and see what Micron might do (opens the original)
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When is $100 billion worth more than $235 billion? That's what we're going to find out. In investing, price is what you pay; value is what you get. It's a saying that works for buybacks as well. The share repurchase authorization is what you get, but the market capitalization tells you how valuable it is. Heading into Micron earnings, one of the biggest questions was: How large could the company's buyback be in 2027 once the CHIPS Act restrictions expire? We did not get the full answer Wednesday
Wall Street is closing out a strong quarter. Plus, Lilly's mixed obesity drug trial data (opens the original)
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Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch â an actionable afternoon update, just in time for the last hour of trading on Wall Street. The S & P 500 and Nasdaq were higher on this last day of September and the third quarter. The market is rallying despite rising oil prices and bond yields. We thought the 10-year Treasury yield would fall after the August personal consumption expenditures price index showed slower-than-expected inflation. While the data push
Higher interest rates can be scary for stocks â but it's not that simple (opens the original)
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Stocks have a bond problem. But enough is enough. The market is currently in its longest oversold stretch since the period just after the Iran war started and into the lows of the year in late March. The S & P Short Range Oscillator has been flashing oversold for 14 straight sessions. Our discipline when this momentum indicator that Jim Cramer has trusted for decades goes this negative says it's time to buy stocks. During the Oscillator's only other oversold stretch in 2026, it was below the min
Meta's splashy new business AI hire offers yet another reason to bank on Zuckerberg (opens the original)
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Mark Zuckerberg did it again. Meta Platforms owned the news cycle last week, as the CEO showcased consumer artificial intelligence innovations, from the company's Muse personal agent to new iterations of smart glasses, and the stock soared 13%. This week, Zuckerberg came right out of the gate with a splashy foray into helping businesses grow with AI. The breather in shares in Monday's down market notwithstanding, Zuckerberg revealed plans for a new Meta Enterprise Platform business to be headed
Here are the 4 big things we're watching in the stock market in the week ahead (opens the original)
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The labor market, inflation, a weight loss drug update, and earnings from a central figure in the AI trade will take center stage in the week ahead. The fresh jobs and inflation data will arrive as Wall Street debates whether the Federal Reserve's first interest rate hike in three years will be the start of a prolonged tightening cycle, or something shorter-lived. This week's releases cover both sides of the Fed's dual mandate of maximum employment and stable prices, creating the possibility of
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