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…
Oracle earnings give analysts hope the stock can recover. Here’s what they said
Analysts across Wall Street were happy after Oracle delivered stronger-than-expected fiscal third-quarter results , with accelerating cloud infrastructure…
Two sectors benefit from larger German fiscal spending: Deutsche
Cyclical stocks and software could benefit from increased German fiscal expansion if the Iran conflict continues to disrupt…
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…
Stocks making the biggest moves after hours: XYZ, INTU, DELL
Check out the companies making headlines in after-hours trading. Block — Payment company Block announced on Thursday that…
Nvidia’s Huang says software sell-off ‘wrong’, market watchers agree
Nvidia ‘s Jensen Huang was right when he told CNBC investors “got it wrong” over AI fears that…