Japan’s Sakura Internet jumps 20% as Microsoft plans $10 billion AI push with SoftBank
Microsoft’s Vice Chair and President Brad Smith (L) and Japan’s Prime Minister Sanae Takaichi pose before their meeting…
This AI marketing stock is a top gainer today. Goldman says there’s much more to go
Artificial intelligence marketing firm Braze emerged Wednesday as a top performer Wednesday, and Goldman Sachs thinks there’s even…
Demand for AI infrastructure will drive more gains in this stock, says Bank of America
CoreWeave is poised to gain ground thanks to strong demand for artificial intelligence infrastructure, according to Bank of…
Apollo’s Sambur says software’s AI troubles will persist
Apollo Global Management‘s David Sambur told CNBC on Thursday that the selloff in software stocks from fears of…
Nebius stock pops 14% on Nvidia $2 billion investment announcement
Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada,…
AI chipmaker Cerebras namedropped by Oracle, alongside Nvidia and AMD
As AI chipmaker Cerebras angles for an eventual IPO, the company appears to have landed a significant cloud-computing…
AI startups go global from day one
This report is from this week’s CNBC’s The China Connection newsletter, which brings you insights and analysis on…
These stocks are the most at risk from AI disruption
Jefferies analysts just released a basket of major companies at risk of artificial intelligence disruption, providing some guideposts…
UBS turns bullish on Palantir, says buy the dip on this clear AI winner
UBS views accelerating demand tied to artificial intelligence and data spending as a key growth driver for Palantir…
Software SaaSpocalypse? HSBC’s top picks in sector after sell-off
“Software is already eating AI” and will continue to do so, according to HSBC, with the bank shrugging…
Nvidia’s earnings beat and other AI news give markets relief — for now
Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada,…
The important valuation metric fueling the AI software sell-off
Why has the sell-off in software stocks — driven by artificial intelligence disruption fears — been so dramatic…