AI stocks rebound, and why J&J’s earnings guidance cut is not cause for concern
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
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…
CNBC Daily Open: Nvidia posts strong quarter, AI leaders race to IPO
Jensen Huang, chief executive officer of Nvidia Corp. speaks during a Bloomberg Television interview on the sidelines of…
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 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…
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…
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…
The important valuation metric fueling the AI software sell-off
Why has the sell-off in software stocks — driven by artificial intelligence disruption fears — been so dramatic…
Jim Cramer’s top 10 things to watch in the stock market Wednesday
My top 10 things to watch Wednesday, Sept. 17 1. It’s Fed day. The central bank is widely…