AI demand is inflated — only Anthropic is being realistic
The main demand signal for artificial intelligence looks explosive on paper, but it may be significantly overstated. Anthropic,…
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,…
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…
Alibaba launches agentic AI tool for businesses with Slack, Teams integration plans
A general view of the Alibaba headquarters is at West Bund in Shanghai, China, on February 28, 2026.…
The private equity crunch is not a prelude to the next crisis
We are fixated on two problems: the price of oil and the frailty of our banking system. We…
Swedish AI legaltech Legora hits $5 billion valuation
Swedish legaltech Legora has raised $550 million at a $5.55 billion valuation in a Series D round, the…
Nvidia plans open-source AI agent platform ‘NemoClaw’ for enterprises: Wired
Nvidia CEO Jensen Huang delivers the keynote address at the GTC AI Conference in San Jose, California, on…
Gender gap in AI revealed in CNBC SurveyMonkey Women at Work survey
The logos of Google Gemini, ChatGPT, Microsoft Copilot, Claude by Anthropic, Perplexity, and Bing apps are displayed on…
‘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…
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…
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…