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Etsy stock pops 14% on sale of Depop to eBay for $1.2 billion
Etsy, which bought Depop nearly five years ago, said the deal would allow it to focus on its core marketplace business.
Doordash stock climbs 14%, reversing plunge after earnings and revenue miss
Investors have raised concerns over the company's ambitious investing plans as it ramps up its artificial intelligence and autonomous tech
Why India joining this U.S.-led tech alliance could help supply chains
India is joining the U.S.-led Pax Silica initiative, giving Washington its biggest win yet in the race to shape and influence who has access to advanced semiconductors and AI infrastructure supply chains.
Figma stock jumps 15% as company sees AI monetization accelerating growth
The design software company maintained its gross margin even as more people adopted the Figma Make artificial intelligence tool.
Cadence Design Systems shares pop on earnings beat, custom chip optimism
CEO Anirudh Devgan said he expects the trend of companies making their own custom chips to accelerate.
Anthropic is clashing with the Pentagon over AI use. Here's what each side wants
Anthropic landed a $200 million Defense contract last year, as did AI rivals OpenAI, Google and xAI.
Meta deal for millions of Nvidia chips is big — these 2 charts illustrate why
Money has been leaving Nvidia and going to other parts of the AI chip complex in recent months.
Cramer is looking to nibble on a software stock and bail on a health-care name
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
Microsoft’s Brad Smith says U.S. tech should ‘worry a little’ about Chinese firms' government subsidies
The Microsoft president said American firms will have to compete with subsidies provided by Beijing to Chinese companies.
In wartime Ukraine, the government is deploying a super app for the citizenry's future
Digital transformation and reskilling are challenges during the best of times, but Ukraine's wartime achievements are a unique form of success under fire.
Arm shares edge higher as Nvidia sells entire stake in company
SEC filings showed Nvidia has exited its position in the British chip designer, which it once tried to buy for $40 billion.
Palo Alto shares sink 8%, CEO defends cybersecurity's position as AI hits software stocks
Palo Alto has bet big on AI in recent months and launched an aggressive acquisition spree that included buying CyberArk for $25 billion.
Meta CEO Mark Zuckerberg set to testify in LA social media safety trial
Meta CEO Mark Zuckerberg will take the stand in a closely watched social media and safety trial that could reshape the industry.
AI-enabled robotics could shift global manufacturing power, CEO of Alphabet company says
When low labor costs aren’t the primary driver of manufacturing advantage, the world might experience a dramatic economic shift – and AI could be the key.
Amazon's losing streak, Berkshire's new position, the 'boomcession' and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
‘A matter of national survival’: European governments on how they're accelerating digital sovereignty as geopolitical tensions ramp up
The region's reliance on U.S. systems has come under scrutiny as its relationship with the Donald Trump administration has become strained.
More than 50% of enterprise software could switch to AI, Mistral CEO says
Software stocks have sold off on fears AI could eat into so-called software as a service, or SaaS, business models.
We cut our Palo Alto price target, but view the post-earnings drop as an opportunity
With noise around guidance, investors are better served focusing on the qualitative commentary regarding the impact of AI on business.
Tesla adding Grok AI chatbot to its cars in the UK, Europe amid regulatory probes
The embattled xAI Grok chatbot is coming to Tesla EVs in the U.K. and Europe.
Palo Alto Networks slumps 6% as third quarter profit guidance falls short
The cybersecurity company also said on Tuesday that it's buying Israeli startup Koi
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