‘Disrupted or dead’: AI is crushing a generation of startups built before ChatGPT
Matthias Balk | Picture Alliance | Getty ImagesFive years ago, venture capitalists were pouring money into American startups selling everything ...
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Software stocks wrap up best month since 2001 as talk of ‘SaaSpocalypse’ subsides
Sridhar Ramaswamy, CEO of Snowflake, helps ring The Closing Bell at the New York Stock Exchange on Sept. 30, 2025. ...
Trump touted Palantir on Truth Social after buying the company’s stock, records show
U.S. President Donald Trump, Secretary of Defense Pete Hegseth behind, speaks to reporters aboard Air Force One on a flight ...
One of the market’s hottest stock themes is buying everything AI can’t replace
As investors worry about all of the companies that AI will wipe out, they are rotating into the ones that ...
Bill Ackman gets into Microsoft for reasons similar to Cramer’s arguments to hold it
Jim Cramer is warning investors not to sleep on Microsoft 's ability to stay competitive. Most of the analyst community ...
U.S. seizes Iranian-flagged ship, Warsh’s big week, Cursor funding and more in Morning Squawk
This is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.Good morning. The Boston Marathon is today, and ...
Oracle jumps for a second day, Bloom Energy soars 20% on AI data center power deal
A trader works on the floor of the New York Stock Exchange (NYSE) after the opening bell in New York ...
Oracle pops 11%, leading bounce back rally in software stocks
Oracle Corporation rings the Opening Bell at the New York Stock Exchange on Feb. 3, 2026.NYSEOracle's stock surged 11% as ...
Microsoft stock may be in a slump. But here’s why it is wrong to give up now
Things keep lining up against Microsoft , with all roads leading back to the company's tarnished standing as an artificial ...
Apollo’s Sambur says software’s AI troubles will persist, noting the ‘very large unknowns’
Apollo Global Management's David Sambur told CNBC on Thursday that the selloff in software stocks from fears of artificial intelligence ...
