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Cramer calls Nuvation Bio a pure spec, prefers CoreWeave over IREN, is unsure on Seneca, cautious on NuScale, and approves Box.
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Box CEO says falling frontier AI costs will expand economical agent use, accelerating automation and AI adoption across businesses.
McKinsey warns AI agents could raise corporate spending as task costs vary sharply and companies increase AI investment.
Levie says AI agents could reshape consumer tech by completing tasks for users and becoming new gatekeepers for companies.
SemiAnalysis says GPU scarcity is so severe that even poorly configured cloud infrastructure is still finding buyers at healthy margins.
Stocks traded mixed at midday Friday as oil fell, yields neared 19-year highs, and Akamai jumped on a huge Anthropic deal.
CoreWeave shares are falling Friday. A regulatory filing showed CEO Michael Intrator sold a large block of company stock Monday.