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…
Okta (OKTA) earnings Q2 2027
Todd McKinnon, chief executive officer of Okta Inc., during a Bloomberg Television interview, in London, UK, on Friday,…
Inflation moderated as Intel and Nvidia fueled the AI trade in last week’s market
No surprises on inflation and new financing developments in the artificial intelligence trade drove the record-breaking action on…
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…
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…
Cyber stocks rally on AI spending change comments from IBM’s Krishna
Okta and Crowtstrike. Jonathan Raa | Nikolas Kokovlis | Nurphoto | Getty Images Cybersecurity stocks jumped on Tuesday…
Chip stocks sell off as high expectations overshadow Samsung results
Investors dumped semiconductor stocks on Tuesday after results from Samsung Electronics failed to meet Wall Street’s lofty artificial…
Arm shares extend weekly rally to almost 50%, and Starbucks pulls the plug on an AI project
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
The case for owning cybersecurity stocks in the age of AI just got stronger
The case for owning cybersecurity stocks in the age of artificial intelligence just got stronger after new evidence…
Some software stocks are breaking out of the AI-driven ‘SaaSpocalypse.’ JPMorgan likes these names
Things may be turning around for one of the most beaten-down parts of the stock market: software. The…