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 season. Cooler-than-expected...
Software
These underperforming trades could yield big returns over next six months
Overlooked market areas may have a banner second half of the year.ETF Action co-founder Mike Akins is encouraging investors to...
The AI race is shifting from bigger models to cheaper, smarter systems
For the past two years, the artificial intelligence race has been easy to score: bigger models, better benchmarks and whichever...
Meta's stock has best week since early 2024 as optimism builds around AI strategy
Meta CEO Mark Zuckerberg attends the annual Allen and Co. Sun Valley Media and Technology Conference at the Sun Valley...
China's Zhipu is closing in on top U.S. AI models with Anthropic and OpenAI held back
Zhipu's GLM 5.2 artificial intelligence model landed last week with the kind of Silicon Valley buzz that followed DeepSeek's launch...
AI buildout gives tech investors new reasons to watch bond market
Artificial intelligence is giving tech investors an entirely new reason to pay attention to the Federal Reserve. For years, megacap...
Databricks sales growth tops 80%, but margin are shrinking from swarm of AI agents
Ali Ghodsi, co-founder and CEO of Databricks, speaks at the company's Data and AI Summit in San Francisco on June...
Palantir's Karp says businesses are 'unhappy' with the frontier AI labs
Palantir CEO Alex Karp said the artificial intelligence software company's enterprise customers are "unhappy" with how the frontier labs are...
Cramer’s week ahead: Stocks face pressure from rates, oil, and a flood of new offerings
CNBC's Jim Cramer on Friday warned that a combination of rising interest rates, elevated oil prices, and a wave of...
Microsoft and Google are late to AI coding, but 'absolutely critical' they compete for growth
Microsoft CEO Satya Nadella speaks on stage during the Microsoft AI Tour in Munich, Germany, on Feb. 25, 2026.Sven Hoppe...
Michael Dell courted Trump early. His company has reaped rewards
CEO of Dell Technologies Michael Dell (L) speaks during a roundtable discussion with U.S. President Donald Trump in the Roosevelt...
Salesforce CEO Marc Benioff outlines his plan to turn around his struggling stock
Salesforce CEO Marc Benioff laid out his strategy for navigating a period of sharp stock underperformance: focus on delivering a...
Software stock dogs have joined market rally. There's a classic investing lesson in the rebound
Cybersecurity and enterprise software stocks have been market dogs in 2026, with fears that AI will wipe out a wide...
Jim Cramer on the market's 'remarkable' rally — and what to watch in a big earnings week ahead
CNBC's Jim Cramer on Friday laid out his game plan for the week ahead after what he called one of...
Meta's long-awaited AI model is finally here. But can it make money?
Mark Zuckerberg, chief executive officer of Meta Platforms Inc., wears a pair of Meta Oakley Vanguard AI glasses during the...
Figma's stock drops 12% in two days after Google releases 'vibe design' product
Dylan Field, co-founder and CEO of Figma, appears on the floor of the New York Stock Exchange on July 31,...
OpenClaw demand in China is driving up the price of used MacBooks
Attendees bring their laptops to install the OpenClaw AI agent during a Baidu event in Beijing, China, on Tuesday, March...
A 'significant' private credit shakeout on par with Covid losses is coming, predicts Morgan Stanley
More pain is coming in private credit as defaults ramp up, creating "significant" risks, according to Morgan Stanley. The sector...
Atlassian slashes 10% of workforce to 'self-fund' investments in AI and enterprise sales
Mike Cannon-Brookes, co-founder of Atlassian Corp., in Sydney, Australia, on Dec. 6, 2023. Lisa Maree Williams | Bloomberg | Getty...
AI chipmaker Cerebras namedropped by Oracle, alongside Nvidia and AMD
As AI chipmaker Cerebras angles for an eventual IPO, the company appears to have landed a significant cloud-computing customer: Oracle....
