Stock winners and losers as Anthropic passes OpenAI as hottest AI upstart
Anthropic is pulling ahead of OpenAI in the frontier model race, laying the foundations for a new hierarchy…
Cadence is a chip stock left behind by the AI boom. Why the CEO says that’s a mistake
Cadence Design Systems President and CEO Anirudh Devgan said Tuesday AI is a growth driver for the chip-design…
Inflation moderated as Intel and Nvidia fueled the AI trade in last week’s market
No surprises on inflation and new financing developments in the artificial intelligence trade drove the record-breaking action on…
AI infrastructure debt and leverage draw market scrutiny
As Nvidia partners with Wall Street firms to mobilize more than $500 billion of third-party capital for AI…
Here’s how we played the massive rebound in AI stocks this week
AI stocks came roaring back this week as investors worked through another wave of corporate earnings and a…
The Situational Awareness unwind is only one reason the AI trade is back
It was a clearing event after all. It’s been just over a week since the forced unwind of…
‘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…
Microsoft makes OpenAI GPT-5.6 Sol default in GitHub Copilot for staff
Jay Parikh, executive vice president of CoreAI at Microsoft, speaks at a Siemens news conference at the Consumer…
Alphabet, Amazon and Microsoft added $1.5T in combined value this week
Wall Street is growing increasingly divided over AI’s winners and losers after the world’s largest technology companies reported…
Tech’s pricey AI buildout: Dwindling cash and soaring memory costs
Almost four years into the artificial intelligence boom, the world’s biggest tech companies are still making grand promises…
Microsoft (MSFT) Q4 earnings report 2026
Microsoft shares moved 7% higher in extended trading on Wednesday after the software maker disclosed strong fiscal fourth-quarter…
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…