‘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…
Datadog stock soars 31% as AI winners emerge in software
Datadog surged 31% on Thursday after reporting blockbuster earnings and lifting its guidance for the year, showing how…
Stock market today: Live updates
Traders work on the floor of the New York Stock Exchange (NYSE) in New York, US, on Wednesday,…
Why Boeing and Honeywell are rallying, plus the AI trade gets a boost
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Software industry executives jump ship to OpenAI
India’s Prime Minister Narendra Modi (L) takes a group photo with AI company leaders including OpenAI CEO Sam…
This software stock is set to rally as demand for AI developer tools grows, Guggenheim says
Datadog could gain ground due to growing demand for solutions that support developers’ work on artificial intelligence models,…
Amazon says Anthropic remains available outside of defense work
Amazon said Friday it will continue offering Anthropic’s artificial intelligence technology to its cloud customers, excluding work involving…
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…
Software stocks face ‘Innovator’s Dilemma’ as they plunge on AI fears
Software stocks are falling out of favor after years of market leadership, as investors fear the group may…
I talked to many health CEOs out West and see big things for drug stocks
We get so caught up in the buzz and the sizzle that we forget about the steak, especially…
Monday’s biggest analyst calls on Wall Street
Here are Monday’s biggest calls on Wall Street: Morgan Stanley upgrades Datadog to overweight from equal weight Morgan…
AppLovin and Robinhood added to S&P 500
Shares of advertising technology company AppLovin and stock trading app Robinhood Markets each jumped about 7% in extended…