Month: February 2026
How exposed are software stocks to AI tools? We put vibe-coding to the test
Software, legal services and video games stocks have been selling off in recent weeks on fears that new AI features and tools could wipe them out. But how real is that threat? We decided to find out. CNBC’s Deidre Bosa and I used Anthropic’s AI coding tool “Claude Code” with the goal of creating a […]
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Good news in a sea of pain sends 2 non-tech stocks higher in Thursday’s down market
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. The S & P 500 and Nasdaq were sinking for the third straight session as the rotation out of tech and into the less flashy areas […]
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Trump would decide whether to investigate Fed pick Warsh over refusal to cut rates: Bessent
Sen. Elizabeth Warren (L), and Treasury Secretary Scott Bessent during a Senate Banking Committee hearing on Feb. 5th, 2026. Getty Images | Reuters Treasury Secretary Scott Bessent on Thursday refused to rule out the possibility of a criminal investigation of Kevin Warsh, President Donald Trump’s nominee for Federal Reserve chair, if Warsh ends up refusing to […]
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Anthropic launches Claude Opus 4.6 as AI moves toward a ‘vibe working’ era
Dario Amodei, CEO and co-founder of Anthropic, speaks during the 56th annual World Economic Forum meeting in Davos, Switzerland, Jan. 20, 2026. Denis Balibouse | Reuters Anthropic on Thursday announced the launch of Claude Opus 4.6, its latest artificial intelligence model that’s better at coding, sustaining tasks for longer and creating higher-quality professional work products […]
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Warren to call for reversal of Trump’s UAE chip sales after ‘Spy Sheikh’ revelations
Sen. Elizabeth Warren (D-MA) (L), and Sheikh Tahnoon bin Zayed Al Nahyan Getty Image | Reuters Sen. Elizabeth Warren, D-Mass., will ask the Senate on Thursday to condemn and call for the reversal of the sale of 500,000 advanced artificial intelligence chips to the United Arab Emirates. Warren’s resolution, shared exclusively with CNBC, comes after […]
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Dow drops 400 points, Nasdaq craters for a third day as stock sell-off gains steam: Live updates
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Feb. 5, 2026. Brendan McDermid | Reuters U.S. equities fell for another day on Thursday as investors took a risk-off stance, leading popular trades in technology and bitcoin to unravel. The Dow Jones Industrial Average shed 416 points, […]
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Jim Cramer spots 2 stocks to buy as market drops for a third straight day
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 Thursday’s key moments. 1. Stocks are down on Thursday, following a volatile session that saw a sell-off in software stocks. Big Tech is broadly lower, with Alphabet down 4.3% and Amazon , which […]
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Estée Lauder expects $100 million tariff hit to full-year profitability; stock sinks more than 20%
In this photo illustration the Estee Lauder Companies Inc. logo seen displayed on a smartphone with Estee Lauder Companies Inc. logo in the background. Thiago Prudencio | Lightrocket | Getty Images Estée Lauder said Thursday it’s expecting a $100 million hit to its full-year profitability because of tariff impacts. The beauty company’s stock tumbled more […]
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