Nvidia keeps the AI party alive with a booming quarter and even better outlook
Nvidia on Wednesday delivered strong quarterly results to cap off its fiscal year, outdone only by the chip…
AI disruption didn’t show up in Salesforce results. But the fears are hard to shake
Salesforce on Wednesday evening delivered better-than-expected 2026 fourth-quarter results as its Agentforce artificial intelligence platform became increasingly embedded…
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…
Eli Lilly’s lead in the obesity race gets wider after win against Novo
In the lucrative obesity drug race, there is Eli Lilly — and then there’s everybody else. A pair…
Two ‘Big Short’ traders share their favorite bets amid AI disruption
“Big Short” traders Danny Moses and Vincent Daniel, who are known for successfully betting against the housing market…
Jim Cramer’s framework for identifying winners in age of AI disruption
CNBC’s Jim Cramer on Tuesday outlined a simple framework to make sense of the current market, as the…
Cybersecurity stocks are latest AI victim. Analysts say buy the dip
Cybersecurity continue to sell off as artificial intelligence disruption fears ripple throughout the market. But the Street doesn’t…
The market is so on edge about AI that it’s selling off Monday on an unlikely source
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Cybersecurity stock selling deepens on AI threat concerns. Why we’re not bailing
Investors are running for the exits on cybersecurity stocks as persistent artificial intelligence disruption fears overpower the industry’s…
5 things to know before the stock market opens Monday
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Monday. With the Winter…
Wells Fargo upgrades Google parent Alphabet, says it has ‘3 key traits of AI winner’
Alphabet shares are set to outperform again because the company has the “3 key traits of [an] AI…
GDP grew way less than expected in Q4. Why many on Wall Street aren’t worried
At face value, fourth-quarter U.S. economic growth was not good. The U.S. economy expanded at annualized pace of…