What the midterms mean for defense, healthcare, crypto and AI stocks
Lockheed Martin gets about 70% of its sales from the U.S. government. Medicaid accounts for three-quarters of Molina…
Satya Nadella reinvented Microsoft once. Can he do it in the AI era?
Microsoft CEO Satya Nadella speaks at the Microsoft AI Tour event in Munich, Germany, on Feb. 25, 2026.…
Meta launches Muse for Small Business Zuckerberg pushes enterprise AI
Jolly, the mascot for the Muse AI agent, during the Meta Connect event in Menlo Park, California, US,…
OpenAI spark Hugging Face bid war early investment bid ahead of Nvidia
Clement Delangue, co-founder and chief executive officer of Hugging Face Inc., during the Bloomberg Technology Summit in San…
Microsoft AI CEO: OpenAI’s latest AI revelation a ‘serious situation’
Microsoft AI CEO Mustafa Suleyman pressed for the need for artificial intelligence models to stay aligned to humanity’s…
Snap brings Specs enterprise, partnering with Nvidia, AWS, Salesforce
Snap is partnering with Nvidia, Amazon Web Services and Salesforce as part of an effort to bring its…
Meta CEO Mark Zuckerberg sides with Nvidia’s Huang on AI safety and slowdown debate
Meta CEO Mark Zuckerberg shared his view of artificial intelligence safety on Tuesday, taking a stance that’s more…
Nvidia and Anthropic CEOs diverge on AI safety at Dreamforce
Dario Amodei, Anthropic Co-Founder and CEO, and Marc Benioff, Salesforce CEO and Co-Founder, attend Dreamforce 2026 summit in…
Op-ed: Salesforce revealed next battleground in AI. It’s not models
Putilich | Istock | Getty Images Analysts and pundits in finance have an endless supply of clever, simplistic…
Big lesson from this week’s earnings: AI buildout is not a zero-sum game
This week’s impressive earnings results showed that the AI buildout is not a zero-sum game: both hardware and…
CNBC Daily Open: Nvidia is selling more shovels than ever in the AI gold rush
Nvidia’s logo is displayed at their headquarters on Aug. 26, 2026 in Santa Clara, California. Benjamin Fanjoy |…
Wall Street sees a floor under software stocks in potential Workday deal
The potential purchase of payroll platform Workday by private equity firm Silver Lake puts a solid floor under…