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…
Anthropic gives our cyber stocks and other big tech names an AI stamp of approval
Project Glasswing. Sounds like something out of a spy movie. But those two words from AI poster-child Anthropic,…
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…
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…
Meta backtracks on decision to end Horizon Worlds VR fans speak up
Pavlo Gonchar| SOPA Images | Lightrocket | Getty Images A day after announcing that it will be shutting…
New inflation data is set for release Wednesday. How to trade it
Traders see the February consumer inflation report as a major inflection point for their Federal Reserve outlooks and…
‘It’s the beginning’ — Cramer warns the weak payroll report shows AI-related job losses are here
CNBC’s Jim Cramer on Friday expressed concern about the surprisingly weak February jobs report . The line that…
CrowdStrike makes case on AI with an excellent quarter — where we stand
CrowdStrike delivered robust quarterly results on Tuesday, exceeding expectations across all key measures. Still, the market was wavering…
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…
The new anti-AI trade sweeping Wall Street: ‘HALO’
Suddenly, what’s old is new again. There’s a popular trade sweeping Wall Street that’s offering an old world…
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…