Muted U.S. CPI and cooling tensions with Iran give investors some comfort
People shop for fruit in a grocery store in the Manhattan borough of New York City on December…
Microsoft is down this year on fears AI will disrupt Office. Goldman says buy the dip
Goldman Sachs believes that fears around AI disruption and slower-than-expected Azure growth are overstated and the recent pullback…
Nvidia Shares Go Cold Even as Big Tech Spending on AI Balloons
Photographer: David Paul Morris/Bloomberg (Bloomberg) — Big Tech keeps raising its spending plans for artificial intelligence infrastructure, yet…
Can hyperscalers justify their huge AI capex?
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here.…
Better-than-expected U.S. jobs report and AI fears spook markets
Traders work on the floor of the New York Stock Exchange (NYSE) in New York, US, on Friday,…
U.S. markets rise on tech rebound, while ‘Takaichi trade’ lifts Japanese stocks
Traders work on the floor of the American Stock Exchange (AMEX) at the New York Stock Exchange (NYSE)…
Microsoft’s stock is cheaper than IBM’s for the first time in a decade. What that says about the AI trade.
Published: Feb. 9, 2026 at 5:20 p.m. ET As the market digests Big Tech’s ambitious artificial-intelligence spending plans for…
Takaichi and the AI trade in focus this week
Japan’s Prime Minister Sanae Takaichi, leader of the ruling Liberal Democratic Party (LDP), speaks during a press conference…
This AI play just hit another record high. What we’re making of the stock’s gains
Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET.…
We’re upgrading shares of a big beneficiary of AI spending going through the roof
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Amazon slide continues Big Tech’s $1 trillion wipeout as AI bubble fears rise
The logo and lettering of online retailer Amazon can be seen on the façade of Amazon Germany’s headquarters.…
Software stocks are selling off, but this big name may be worth another look, charts show
Software stocks have been in the headlines lately for all the wrong reasons — namely the iShares Expanded…