Next week will show just how sustainable the AI trade is
Tech came back in a big way this week, but whether artificial intelligence can sustain its advance —…
What to expect from Apple’s September event and what’s driving rally
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
3 of our stocks surged in the AI trade came back. 3 others stumbled
The stock market moved higher since our last CNBC Investing Club Monthly Meeting as the artificial intelligence trade…
IBM’s Krishna argues that AI won’t disrupt software unit
CEO of IBM Arvind Krishna looks on during a roundtable discussion hosted by U.S. President Donald Trump in…
What’s wrong with Palantir? How investors see the stock
Military software company Palantir was supposed to be the stock for the current geopolitical moment, but its poor…
Oracle stock ends worst week since 2001 as investors dwell on finances
Oracle CEO Clay Magouyrk, right, speaks on a media tour of the Stargate data center in Abilene, Texas,…
Two reasons for optimism after Tuesday’s whipsaw market sell-off
Traders work at the New York Stock Exchange on June 9, 2026. NYSE With CPI inflation data in…
The case for owning cybersecurity stocks in the age of AI just got stronger
The case for owning cybersecurity stocks in the age of artificial intelligence just got stronger after new evidence…
Some software stocks are breaking out of the AI-driven ‘SaaSpocalypse.’ JPMorgan likes these names
Things may be turning around for one of the most beaten-down parts of the stock market: software. The…
Street research adopts our long-held view on AI and cybersecurity stocks
Wall Street is touting one of our long-held views: AI represents a tailwind —not a headwind — for…
Stocks making the biggest moves midday: ORCL, CAG, CRM, GS
Here are some of the stocks making headlines in midday trading. Oracle — Shares of the cloud platform…
AI threat plagues software stocks after latest updates from Anthropic
Software’s artificial intelligence troubles don’t appear as though they will let up anytime soon, following the sector’s slide…