Arm shares extend weekly rally to almost 50%, and Starbucks pulls the plug on an AI project
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
The case for owning cybersecurity stocks in the age of AI just got stronger
The case for owning cybersecurity stocks in the age of artificial intelligence just got stronger after new evidence…
Some software stocks are breaking out of the AI-driven ‘SaaSpocalypse.’ JPMorgan likes these names
Things may be turning around for one of the most beaten-down parts of the stock market: software. The…
CrowdStrike to rally as Anthropic spotlights AI cybersecurity threats, Mizuho says
CrowdStrike Holdings stock should benefit from a likely boom in interest in its cybersecurity services as Anthropic’s Project…
Street research adopts our long-held view on AI and cybersecurity stocks
Wall Street is touting one of our long-held views: AI represents a tailwind —not a headwind — for…
Here’s a rapid-fire update on all our AI stocks and 5 names Jim Cramer wants to buy
On Friday, the CNBC Investing Club held its March Monthly Meeting, where Jim Cramer and Director of Portfolio…
CrowdStrike makes case on AI with an excellent quarter — where we stand
CrowdStrike delivered robust quarterly results on Tuesday, exceeding expectations across all key measures. Still, the market was wavering…
Software SaaSpocalypse? HSBC’s top picks in sector after sell-off
“Software is already eating AI” and will continue to do so, according to HSBC, with the bank shrugging…
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…
Asia markets trade mixed after Trump revives tariff threat and AI fears hit tech
A Cruise Ship next to Hong Kong Skyline on March 21, 2023 in Hong Kong, China. (Photo by…
AI fears and tariff confusion spook U.S. markets
Traders work on the floor of the New York Stock Exchange during afternoon trading on Feb. 20, 2026…
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…