Big lesson from this week’s earnings: AI buildout is not a zero-sum game
This week’s impressive earnings results showed that the AI buildout is not a zero-sum game: both hardware and…
CoreWeave (CRWV) Q2 earnings report 2026
CoreWeave CEO Michael Intrator appears after the company’s initial public offering at the Nasdaq MarketSite in New York…
‘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…
Amazon (AMZN) Q2 earnings report 2026
Andy Jassy, CEO of Amazon, speaks during an unveiling event in New York on Feb. 26, 2025. Michael…
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…
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…
Cerebras prices IPO above expected range, Wall Street expects AI flood
Cerebras Systems, a maker of artificial intelligence chips, priced its IPO at $185 a share, above the expected…
Wall Street is getting bullish on neoclouds. These stocks hold more risk than other AI plays
There’s a lot of market buzz on the emerging crop of companies known as neoclouds, but these stocks…
Salesforce won’t be discarded in the AI boom, but what companies want is changing
Companies are not going to abandon Salesforce altogether in the age of artificial intelligence, but they are changing…
Japan’s Sakura Internet jumps 20% as Microsoft plans $10 billion AI push with SoftBank
Microsoft’s Vice Chair and President Brad Smith (L) and Japan’s Prime Minister Sanae Takaichi pose before their meeting…
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…
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…