It’s wartime, not peacetime for software
This year’s Morgan Stanley Tech, Media and Telecom conference lineup was stacked: Dario Amodei and Sam Altman (both…
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…
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…
Asia markets trade mixed after Trump revives tariff threat and AI fears hit tech
A Cruise Ship next to Hong Kong Skyline on March 21, 2023 in Hong Kong, China. (Photo by…
We’re upgrading shares of a big beneficiary of AI spending going through the roof
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Stock market records, Fed rate cut, trades, and new iPhones
The stock market reached records again this week, propelled by the Federal Reserve’s decision to cut interest rates…
Here are the 2 big things we’re watching in the stock market in the week ahead
The week ahead on Wall Street is largely about the Federal Reserve – not so much the widely…