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AI disruption didn't show up in Salesforce results. But the fears are hard to shake
The stock dropped in after-hours trading as investors remained anxious about the potential of AI disrupting traditional enterprise software companies.
Nvidia reports earnings and guidance beat as AI boom pushes data center revenue up 75%
Nvidia has been the best performer on Wall Street this year among tech's megacap companies.
Wall Street priced an AI apocalypse in software, but Jim Cramer says reality is less dire
The software sell-off has been overdone, CNBC's Jim Cramer said. But that doesn't mean the stocks will get back to where they once were.
Former Alphabet 'moonshot' robotics company Intrinsic is folding into Google
Instrinsic will use Gemini models and Cloud and work closely with Google DeepMind.
Thrive Capital invested about $1 billion in OpenAI at a $285 billion valuation, source says
The investment was separate from the $100 billion funding round that OpenAI is finalizing, according to a source.
Why has the software sell-off been so extreme? Look to this arcane way to value stocks
Uncertainty around the long-term viability of software business models has major ripple effects on today's stock prices.
Bill Gates reportedly apologizes, admits to two affairs in candid town hall
Bill Gates "took responsibility for his actions" in a meeting with employees of the Gates Foundation, which had held fundraising discussions with Epstein.
Samsung's S26 gives an advance look at what the Google-powered Apple Siri could do
The Samsung S26 has three separate AI systems with Google's Gemini, Perplexity and its own upgraded Bixby.
Samsung launches S26 smartphone as sector braces for memory chip crunch
The latest generation of Galaxy phones touts enhanced AI capabilities, but supply chain concerns hang over sector
Trump's State of the Union, Lowe's earnings, Panera Bread's value menu and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Nvidia’s new AI system Vera Rubin is 10 times more efficient than its predecessor — here’s a first look
CNBC got an exclusive first look at Vera Rubin, Nvidia's next AI system that's due to ship in the second half of the year
Why Chile is the latest LATAM country to be caught in a U.S.-China power struggle
The spat comes just days before a Latin American leader's summit in Miami and two weeks before Chile's incoming right-wing government takes over in Santiago.
These are the European tech stocks to watch after Nvidia reports earnings — and how strong or weak results would affect them
The world's most valuable company reports its earnings on Wednesday. These European stocks are likely to react.
Software stocks rebound as Anthropic announces new partnerships
Cybersecurity and software names have sold off heavily in recent weeks as investors fretted about potential disruption from artificial intelligence.
Workday stock sinks on weak revenue guidance
The results come weeks after Workday said that CEO Carl Eschenbach is stepping down, with co-founder Aneel Bhusri replacing him.
Register now: Applications open for the World's Top Fintech Companies 2026
CNBC and Statista chart the top fintech players from around the world, ranging from startups to Big Tech names.
Head of Amazon’s AGI lab is leaving the company
David Luan, the head of Amazon's artificial general intelligence lab, announced on Tuesday that he will be departing the company at the end of the week.
PayPal pops nearly 7% on report fintech startup Stripe is weighing an acquisition
PayPal's stock lost nearly a third of its value last year due to slowing growth and competition concerns.
Anthropic faces Friday deadline in Defense AI clash with Hegseth
Until this week, Anthropic was the only AI company cleared to deploy its models on classified networks. Elon Musk's xAI is now the second.
Why AMD's megadeal with Meta shows Nvidia is still the best game in town
AMD gave up equity in its deals with Meta and OpenAI. Nvidia shareholders should be glad it doesn't need to go there.
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