Why has the sell-off in software stocks — driven by artificial intelligence disruption fears — been so dramatic and seemingly unending? In this Club Check-in, CNBC’s Paulina Likos and Zev Fima answer that question by diving into an important concept that investors use to evaluate stocks called terminal value. Software profits have not collapsed, and…
CEO and Co-Founder of Anthropic Dario Amodei speaks during the 56th annual World Economic Forum (WEF) meeting in Davos, Switzerland, January 20, 2026. Denis Balibouse | Reuters Anthropic‘s Claude Cowork, which rocked Wall Street last month, is getting a wider release. The artificial intelligence startup launched a series of connectors and plugins for the knowledge…
Rick Smith, CEO of Axon Enterprises. Adam Jeffery | CNBC Axon Enterprise‘s stock surged more than 20% after the maker of Tasers, body cameras and drones topped Wall Street’s fourth-quarter estimates as artificial intelligence accelerated demand for its software products The company reported adjusted earnings of $2.15 per share on $797 million in revenue, surpassing…
1. Trump’s talk US President Donald Trump, right, and US House Speaker Mike Johnson, a Republican from Louisiana, during a State of the Union address in the House Chamber of the US Capitol in Washington, DC, US, on Tuesday, Feb. 24, 2026. Al Drago | Bloomberg | Getty Images President Donald Trump touted his economic…
View of the city of Santiago and the Andes Mountains, taken from the Metropolitan Park on July 2, 2024. Rodrigo Arangua | Afp | Getty Images Chile is the latest Latin American country to have become embroiled in a U.S.-China power struggle. The country, which counts Washington as its top foreign investor and Beijing as…
Key Points Chip giant Nvidia, the world’s most valuable company, will report its earnings on Wednesday, which could have a sizable impact on the market. “Nvidia’s earnings are widely viewed as a barometer for the strength and durability of the global AI investment cycle,” Camilla Papaleo, product manager at VanEck, told CNBC. CNBC spoke to…
The Anthropic logo displayed on the stage during the company’s Builder Summit in Bengaluru, India, on Monday, Feb. 16, 2026. Photographer: Samyukta Lakshmi/Bloomberg via Getty Images Bloomberg | Bloomberg | Getty Images Anthropic on Monday accused three Chinese AI companies of coordinated campaigns to extract information from its model, making it the latest American tech…
Cybersecurity and software names have sold off heavily in recent weeks as investors fretted about potential disruption from artificial intelligence. Source link
United States Secretary of War Pete Hegseth speaks during a visit to Sierra Space in Louisville, Colorado on Monday, Feb. 23, 2026. Aaron Ontiveroz | Denver Post | Getty Images Defense Secretary Pete Hegseth has told Anthropic it has until Friday evening to give the military broad access to its artificial intelligence models, CNBC confirmed…
Elon Musk attends the 56th annual World Economic Forum meeting in Davos, Switzerland, Jan. 22, 2026. Denis Balibouse | Reuters Microsoft on Tuesday announced a collaboration with SpaceX‘s Starlink satellite internet service to expand connectivity across the world. It’s a sign of the software company’s willingness to collaborate with Tesla CEO Elon Musk‘s family of…