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…
CrowdStrike’s shows AI is a cybersecurity tailwind, not a threat
Shares of CrowdStrike jumped 10% after the company delivered another beat-and-raise quarter, cementing our thesis that cybersecurity has…
CrowdStrike (CRWD) earnings Q2 2027
George Kurtz, CEO and founder of CrowdStrike, speaks to the Economic Club of New York in New York…
Okta (OKTA) earnings Q2 2027
Todd McKinnon, chief executive officer of Okta Inc., during a Bloomberg Television interview, in London, UK, on Friday,…
How to best play a vitally important AI infrastructure cog using options
The AI infrastructure trade is no longer just about graphics processing units. As AI clusters get larger, the…
AI agent hacks to lead to cybersecurity spending boom
Hirun | Istock | Getty Images A string of recent AI hacking incidents has pushed cybersecurity to the…
Cyber execs on the AI Hugging Face hack: The situation is ‘urgent’
Omer Taha Cetin | Anadolu | Getty Images Cybersecurity executives are ready to close the book on the…
The Situational Awareness unwind is only one reason the AI trade is back
It was a clearing event after all. It’s been just over a week since the forced unwind of…
OpenAI’s Hugging Face hack confirmed months of AI cyber warnings
For months, cybersecurity leaders warned that artificial intelligence would reshape the threat landscape, compressing weeks- and dayslong cyberattacks…
J&J gets a big win on its new robotic surgical system — plus, a flood of earnings
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Ready for takeoff: This stock’s next growth runway is securing identity in an AI age
Clear Secure’s resilient airport franchise is more than a travel business. It serves as the customer acquisition engine…
The AI rotation stole the spotlight from a strong start to earnings season
The AI trade dominated the market once again this week, upstaging an impressive start to the second-quarter earnings…