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…
Two ‘Big Short’ traders share their favorite bets amid AI disruption
“Big Short” traders Danny Moses and Vincent Daniel, who are known for successfully betting against the housing market…
Jamie Dimon says ‘watch out’ as lofty asset prices add to economic risks: ‘My anxiety is high’
Jamie Dimon, chief executive officer of JPMorgan Chase & Co., during the 2025 IIF annual membership meeting in…
The market is so on edge about AI that it’s selling off Monday on an unlikely source
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
GDP grew way less than expected in Q4. Why many on Wall Street aren’t worried
At face value, fourth-quarter U.S. economic growth was not good. The U.S. economy expanded at annualized pace of…
This stock has nearly 30% upside as AI data center demand grows, says Goldman
Goldman Sachs believes that demand for high-speed, short-range connectivity in artificial intelligence data centers could support further gains…
Alphabet’s new AI music model could lure content creators from rivals
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
This software stock was hit hard on AI disruption fears. Now it’s proving detractors wrong
For the most part, analysts across Wall Street maintained their long-term bullishness on shares of Cadence Design Systems…
Buy this AI infrastructure stock that has doubled in the past year, says Compass Point
Compass Point is adopting a bullish stance on Nebius Group . The firm initiated the artificial intelligence infrastructure…
AI fears hitting software stocks. Citi sees opportunity in many names
Worries over how artificial intelligence may disrupt software companies have shaken up those stocks, and Citi says some…
Banker Who Helped Lead Saudi Debt Boom Will Now Drive FDI Push
Photographer: Eva Marie Uzcategui/Bloomberg (Bloomberg) — About a decade ago, Saudi Arabia picked a veteran banker to help…
AI disruption fears hit yet another new industry: Media
The artificial intelligence threat trade is continuing to widen as fears AI will disrupt a variety of industries…