Muted U.S. CPI and cooling tensions with Iran give investors some comfort
People shop for fruit in a grocery store in the Manhattan borough of New York City on December…
Fears of AI disruption have created an opening for this software options trade
Feeling lucky on Friday the 13 th ? It is time to dive into the pungent software dumpster.…
Nvidia Shares Go Cold Even as Big Tech Spending on AI Balloons
Photographer: David Paul Morris/Bloomberg (Bloomberg) — Big Tech keeps raising its spending plans for artificial intelligence infrastructure, yet…
Can hyperscalers justify their huge AI capex?
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Stock market today: Live updates
Traders work at the New York Stock Exchange on Feb. 10, 2026. NYSE The S&P 500 moved lower…
Takaichi and the AI trade in focus this week
Japan’s Prime Minister Sanae Takaichi, leader of the ruling Liberal Democratic Party (LDP), speaks during a press conference…
This AI play just hit another record high. What we’re making of the stock’s gains
Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET.…
Melius Research downgrades Microsoft as its free cash flow comes under pressure
Melius Research sees Microsoft ‘s free cash fall taking a dip in the near term. The research firm…
Amazon spending looks painful but it’s not a reason to sell
Jim Cramer is urging Amazon investors to remain patient and trust the cloud and e-commerce company’s massive spending…
Stock market news for Feb. 6, 2026
A trader works as the Dow Jones Industrial Average surpasses the 50,000 mark on the floor at the…
Amazon slide continues Big Tech’s $1 trillion wipeout as AI bubble fears rise
The logo and lettering of online retailer Amazon can be seen on the façade of Amazon Germany’s headquarters.…
Stifel downgrades Microsoft, says AI spending and Azure concerns could limit near-term upside
Stifel believes that heavy AI spending and rising competition could weigh on Microsoft ‘s growth. The investment firm…