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…
Databricks revenue growth tops 80% to $6.9 billion annualized
Ali Ghodsi, co-founder and CEO of Databricks, speaks at the company’s Data and AI Summit in San Francisco…
3 themes that drove stocks to another record week — and a banner month
Stocks soared to record highs again last week, capping off a banner month for the market. Investor optimism…
This major AI bottleneck could be solved using light
The AI boom is in many ways a hype cycle like no other. Sure, there are comparisons to…
Snowflake just had its best day ever. HSBC thinks there’s more to go
Shares of Snowflake are still attractive even after they had their strongest single-day performance on record, according to…
Jim Cramer says these 3 mistakes are keeping investors out of AI winners
CNBC’s Jim Cramer said on Thursday investors may be talking themselves out of some of the market’s biggest…
Stocks making the biggest moves premarket: SNOW, KSS, DLTR
Check out the companies making the biggest moves premarket: Dollar Tree — The discount retailer surged more than…
Software industry executives jump ship to OpenAI
India’s Prime Minister Narendra Modi (L) takes a group photo with AI company leaders including OpenAI CEO Sam…
Amazon says Anthropic remains available outside of defense work
Amazon said Friday it will continue offering Anthropic’s artificial intelligence technology to its cloud customers, excluding work involving…
5 things to know before the stock market opens Monday
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Monday. With the Winter…
Goldman says these software stocks have ‘moats’ that can thwart AI disruption
Not all software stocks appear to be losers after the sector’s recent carnage, according to Goldman Sachs. Software…
Software stocks face ‘Innovator’s Dilemma’ as they plunge on AI fears
Software stocks are falling out of favor after years of market leadership, as investors fear the group may…