CNBC’s Jim Cramer said next week could bring key answers for technology stocks after a blockbuster quarter from Dell Technologies added to the enthusiasm around the data center trade. “When we look back, I wonder if we’ll say this was that moment when Dell simply took over the computer space” the “Mad Money” host said…
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Friday. I’m CJ, filling in for Alex this morning. You might know me from my coverage of technology stocks on and off since 2024. My co-workers know me as the news associate that can fold a serious origami crane. Speaking of…
Sridhar Ramaswamy, CEO of Snowflake, helps ring The Closing Bell at the New York Stock Exchange on Sept. 30, 2025. NYSE The “SaaSpocalypse” may not be over. But for now at least, fears of software’s demise have cooled. Software stocks soared this week, driven by strong results from Snowflake and Okta, signaling that some companies…
The European Union is looking to “intensify” discussions with the U.S. administration on the most advanced AI models, including those with “cyber capabilities,” a Commission official told CNBC. Anthropic’s powerful Mythos model, announced in April, sent governments and businesses into a frenzy, prompting a wave of concerns about AI-powered cyberattacks. That same month, the Wall…
Artificial intelligence is turning out to be far more expensive than anyone expected, and CFOs at major U.S. companies are now facing a brutal new trade-off: tokens or humans. That was the picture two enterprise AI CEOs at the center of the buildout described to CNBC this week. Their accounts of what’s happening inside the…
Don’t fight the tape. That’s the message from strategists at Piper Sandler on Friday morning, and you know what, it’s hard to argue with their take. “The market’s price action continues to remind us of a simple mantra from the movie Maverick— ‘Don’t Think, Just Do,’” they wrote. “The primary trends are firmly bullish, rewarding investors…
Every weekday, the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Friday’s key moments. 1. Club holding Costco’s stock fell 4.5% Friday as investors zeroed in on softer-than-expected membership growth in the retailer’s quarterly report . Jim said management’s commentary on the earnings call…
This photograph shows the logo of the logo of SentinelOne during the 18th edition of the “InCyber” Forum, an international cyber security event, at the Grand Palais in Lille, northern France on April 1, 2026. Sameer Al-doumy | Afp | Getty Images SentinelOne shares sank 12% as the cybersecurity company laid off 8% of its…
Shares of Dell Technologies skyrocketed 32% on Friday after the company reported its fastest pace for revenue growth for any period since returning to the public market in 2018. The stock is pacing for its best day ever. Dell, which reported first-quarter earnings after the bell on Thursday, saw a flood of artificial intelligence-related demand…
Ives’ comments come as part of a wider prediction for the Nasdaq to top 30,000 points by 2027, reiterating his call from earlier interviews with CNBC. Source link