Technology
Reddit reported fourth-quarter earnings and revealed strong guidance and $1 billion buyback
Sopa Images | Lightrocket | Getty Images Reddit shares rose 6% and then receded to flat in after-hours trading on Thursday after the company reported fourth-quarter earnings that beat on the top and bottom lines and gave strong guidance for the start of 2026. Here’s how the company did compared with LSEG estimates: Earnings per […]
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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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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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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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Qualcomm stock sinks 10% as company issues dire warning on memory shortage
Qualcomm CEO Cristiano Amon delivers a keynote speech at Computex in Taipei, Taiwan, May 19, 2025. Ann Wang | Reuters Qualcomm shares plunged 10% after the chipmaker issued disappointing guidance as skyrocketing demand for artificial intelligence data centers eats away at memory chip supply for consumer electronics. On an earnings call with analysts, Qualcomm CEO […]
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Super Bowl AI ad spat heats up as Altman lashes out at Anthropic campaign
Sam Altman, chief executive officer of OpenAI Inc., during a media tour of the Stargate AI data center in Abilene, Texas, US, on Tuesday, Sept. 23, 2025. Kyle Grillot | Bloomberg | Getty Images After Anthropic took aim at OpenAI’s ad push in a new Super Bowl campaign on Wednesday, OpenAI CEO Sam Altman shared a […]
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OpenAI launches new enterprise platform in bid to win more business customers
Sam Altman, CEO of OpenAI, is pictured on Sept. 25, 2025, in Berlin. Florian Gaertner | Photothek | Getty Images OpenAI on Thursday announced a new enterprise platform called Frontier, its latest launch as part of its ongoing effort to win more business customers. Frontier acts as an intelligence layer that stitches together disparate systems […]
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We’re booking profits in an industrial-focused stock benefiting from tech exodus
Shortly after the opening bell, we will be selling 100 shares of DuPont at roughly $48. Following Thursday’s trade, Jim Cramer’s Charitable Trust will own 1,525 shares of DD, decreasing its weighting to about 1.85% from about 2%. We are booking big gains in DuPont to take advantage of the recent market rotation out of […]
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Software stocks struggle, Google’s AI spending, layoffs surge and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Thursday. Taco Bell’s parent company reported strong same-store sales growth for the chain yesterday, which makes me wonder how much my Crunchwrap Supreme orders contributed. Stock futures are falling this morning. The S&P 500 saw another losing session yesterday. Here are […]
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