‘SaaSpocalypse’ debate intensifies as software stocks swing wildly
Michael Cannon-Brookes, co-CEO of Atlassian. Scott Mlyn | CNBC The “SaaSpocalypse” was raging this week. Then it got…
1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending
One down, three to go. Alphabet kicked off Big Tech earnings this week — telling Wall Street it…
Google (GOOG) Q2 2026 earnings report: Live updates
World Cup drives record search win for Google Mikel Merino of Spain celebrates after winning the FIFA World…
From Macron to Modi, governments are rolling out the red carpet for AI giants
Countries are scrambling not to fall behind in AI — and French President Emmanuel Macron and Indian Prime…
Alphabet burnishes one of its best weapons in the battle for AI supremacy
Alphabet has squashed concerns that artificial intelligence will destroy its Google tech empire. One of its biggest weapons…
Alphabet 160% rally in year reflects value of owning most of AI stack
Sundar Pichai, chief executive officer of Alphabet Inc., during the Bloomberg Tech conference in San Francisco, California, US,…
Akamai stock soars after $1.8 billion AI infrastructure deal
The Akamai Technologies logo and lettering can be seen on the headquarters building at the company’s German headquarters…
Wall Street is getting bullish on neoclouds. These stocks hold more risk than other AI plays
There’s a lot of market buzz on the emerging crop of companies known as neoclouds, but these stocks…
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…
Japan’s Sakura Internet jumps 20% as Microsoft plans $10 billion AI push with SoftBank
Microsoft’s Vice Chair and President Brad Smith (L) and Japan’s Prime Minister Sanae Takaichi pose before their meeting…
Nvidia CEO Huang says $30 billion OpenAI investment ‘might be the last’
Nvidia CEO Jensen Huang said the company’s recent $30 billion investment in OpenAI “might be the last time”…
AI startups go global from day one
This report is from this week’s CNBC’s The China Connection newsletter, which brings you insights and analysis on…