What the midterms mean for defense, healthcare, crypto and AI stocks
Lockheed Martin gets about 70% of its sales from the U.S. government. Medicaid accounts for three-quarters of Molina…
ServiceNow (NOW) earnings Q3 2026
Bill McDermott, CEO of ServiceNow speaks with CNBC on May 5, 2026. CNBC ServiceNow shares sank 25% on…
Salesforce shares sit at the epicenter of AI confusion. Here’s how to trade it
If ever there was a stock that personified the promise and peril of the AI trade, it’s Salesforce.…
3 of our stocks surged in the AI trade came back. 3 others stumbled
The stock market moved higher since our last CNBC Investing Club Monthly Meeting as the artificial intelligence trade…
Jim Cramer says software’s comeback could be the blueprint for AI stocks’ next rally
CNBC’s Jim Cramer said on Wednesday that software’s sharp turnaround shows how quickly Wall Street can change its…
Jim Cramer says Wall Street is fleeing the AI trade and buying these stocks instead
CNBC’s Jim Cramer said Tuesday that Wall Street is taking profits in this year’s biggest AI infrastructure winners…
ServiceNow CEO defends the company’s relevancy, touting a kill switch for rogue AI agents
ServiceNow CEO Bill McDermott said on Wednesday that the rapid adoption of artificial intelligence is strengthening the company’s…
Stock market today: Live updates
Traders work on the floor of the New York Stock Exchange (NYSE) on July 21, 2026 in New…
The AI rotation stole the spotlight from a strong start to earnings season
The AI trade dominated the market once again this week, upstaging an impressive start to the second-quarter earnings…
Jim Cramer says the market’s reaction to Samsung may signal a shift in AI leadership
CNBC’s Jim Cramer said Tuesday felt like a vintage day on Wall Street after Samsung’s earnings sent chip…
AI is crushing startup valuations for pre-ChatGPT firms
Matthias Balk | Picture Alliance | Getty Images Five years ago, venture capitalists were pouring money into American…
Arm, IBM and Hewlett Packard soar; Nvidia chip extends software rally
Software stocks spiked ahead of Monday’s opening bell after Nvidia CEO Jensen Huang unveiled plans for a new…