Cramer is flagging deeper geopolitical and infrastructure risks that markets may be underpricing as tensions escalate in the South China Sea and Middle East.

To understand what's happening underneath, just read CAT 5 by Bing West
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Michael Dell and NVIDIA are rallying industry support around open AI security standards as governments tighten oversight of the sector.

RT @MichaelDell: Proud to join @nvidia as a founding member of the Open Secure AI Alliance. Defenders need open tools, collaboration, and t…
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NVDANVDA
Regular session
$195.50
-6.03%open $208.04

Semiconductor selloff hits NVIDIA hard, erasing $12.54 per share from today's open. Magnitude of move signals broader sector weakness.

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Up 100% in a Year. Will CAT's Rally Continue?

Caterpillar has quietly become one of Wall Street’s most unexpected AI infrastructure plays, but a 10% pullback from all-time highs and mounting tariff costs raise a critical question about whether the bull case still holds.

Microsoft and Nvidia CEOs have just announced a strategic AI security alliance, and Musk's amplification signals the tech titans are unified on frontier model safety.

RT @satyanadella: @JensenHuang Glad to join this important alliance to advance AI security across the frontier ecosystem
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Musk's amplification underscores Starlink's rapid expansion into education and infrastructure markets as libertarian-friendly policy environments unlock deployment opportunities abroad.

RT @cb_doge: BREAKING: President Javier Milei announced Starlink will connect 6,000 rural schools across Argentina. 🇦🇷 "Thanks to Starlink…
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