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…
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…
CoreWeave (CRWV) Q2 earnings report 2026
CoreWeave shares jumped 14% in extended trading on Tuesday after the AI infrastructure provider reported results than topped…
‘SaaSpocalypse’ debate intensifies as software stocks swing wildly
Michael Cannon-Brookes, co-CEO of Atlassian. Scott Mlyn | CNBC The “SaaSpocalypse” was raging this week. Then it got…
Fireworks hits $17.5 billion valuation and $1B in annualized revenue
Fireworks founders pose for a photo at the startup’s headquarters in San Mateo, California. From left in front…
Software stocks plunge on ServiceNow, IBM results, AI fears escalate
Signage outside the ServiceNow headquarters in Santa Clara, California, US, on Thursday, Sept. 4, 2025. David Paul Morris…
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…
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…
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…