3 of our stocks surged in the AI trade came back. 3 others stumbled
The stock market moved higher since our last CNBC Investing Club Monthly Meeting as the artificial intelligence trade…
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…
AI is crushing startup valuations for pre-ChatGPT firms
Matthias Balk | Picture Alliance | Getty Images Five years ago, venture capitalists were pouring money into American…
Software stocks plunge on ServiceNow, IBM results, AI fears escalate
Signage outside the ServiceNow headquarters in Santa Clara, California, US, on Thursday, Sept. 4, 2025. David Paul Morris…
AI will boost workers so ServiceNow won’t have to backfill jobs
Bill McDermott, CEO of ServiceNow, speaking on CNBC’s Squawk On The Street outside the World Economic Forum in Davos,…
AI threat plagues software stocks after latest updates from Anthropic
Software’s artificial intelligence troubles don’t appear as though they will let up anytime soon, following the sector’s slide…
Anthropic gives our cyber stocks and other big tech names an AI stamp of approval
Project Glasswing. Sounds like something out of a spy movie. But those two words from AI poster-child Anthropic,…
Nvidia’s Huang pitches AI tokens on top of salary as agents reshape how humans work
Nvidia CEO Jensen Huang delivers the keynote address at the GTC AI Conference in San Jose, California, on…
The private equity crunch is not a prelude to the next crisis
We are fixated on two problems: the price of oil and the frailty of our banking system. We…
Gender gap in AI revealed in CNBC SurveyMonkey Women at Work survey
The logos of Google Gemini, ChatGPT, Microsoft Copilot, Claude by Anthropic, Perplexity, and Bing apps are displayed on…
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…
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…