Meta stock enjoys best month since 2022 on AI momentum
Meta CEO Mark Zuckerberg demonstrates Muse, Meta’s artificial intelligence agent, during the Meta Connect event in Menlo Park,…
Meta is bringing Muse AI to small businesses — and it already has a huge head start
Meta Platforms is wasting no time bringing its new enterprise AI ambitions directly to business owners — starting…
Meta launches Muse for Small Business Zuckerberg pushes enterprise AI
Jolly, the mascot for the Muse AI agent, during the Meta Connect event in Menlo Park, California, US,…
Nvidia says it can control AI models — plus, how to act on Boeing’s dip
Every weekday, the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET.…
Meta hires MongoDB CEO CJ Desai for enterprise unit
MongoDB CEO CJ Desai is joining Meta Platforms as its chief enterprise platform officer and will report directly…
Fireworks hits $17.5 billion valuation and $1B in annualized revenue
Fireworks founders pose for a photo at the startup’s headquarters in San Mateo, California. From left in front…
SpaceX adds long-time Elon Musk ally Roelof Botha to board
Roelof Botha speaks onstage during day one of TechCrunch Disrupt 2025 at Moscone Center on Oct. 27, 2025…
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…
AI tailwinds will drive gains for this software stock after a decline to start 2026, Mizuho says
MongoDB is poised for a rally as its growth profile improves and it continues to embrace artificial intelligence…
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…
Goldman says these software stocks have ‘moats’ that can thwart AI disruption
Not all software stocks appear to be losers after the sector’s recent carnage, according to Goldman Sachs. Software…
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…