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AI fears pummel software stocks: Is it ‘illogical’ panic or a SaaS apocalypse?
World

AI fears pummel software stocks: Is it ‘illogical’ panic or a SaaS apocalypse?

Pavlo Gonchar | SOPA Images | Lightrocket | Getty Images The software sector faced renewed market concerns this week after artificial intelligence company Anthropic released new AI tools, triggering a sell-off in software-as-a-service and data provider stocks.  Anthropic’s new AI tools, built for its Claude “Cowork” AI agent, are designed to handle complex professional workflows that […]

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Jim Cramer spots 2 stocks to buy as market drops for a third straight day
Technology

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
Technology

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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Stocks making the biggest moves premarket: Qualcomm, Strategy, Align, Estee Lauder and more
Finance

Stocks making the biggest moves premarket: Qualcomm, Strategy, Align, Estee Lauder and more

Check out the companies making the biggest moves in premarket trading: Qualcomm — The chipmaker sank nearly 11% as a global memory shortage hurt its forecast . Qualcomm expects fiscal second-quarter adjusted earnings of between $2.45 and $2.65 per share on revenue of $10.2 billion to $11 billion. Analysts polled by LSEG were expecting $11.11 […]

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Shares of Arm plunge 8% after licensing revenue misses estimates, Qualcomm outlook adds pressure
World

Shares of Arm plunge 8% after licensing revenue misses estimates, Qualcomm outlook adds pressure

The replica of the ARM is an electronic chip board during a collaborative ceremony launching a partnership between Malaysia and ARM Holdings in Kuala Lumpur, Malaysia, on March 5, 2025. Hari Anggara | Nurphoto | Getty Images Shares of UK-based semiconductor designer Arm Holdings plunged 7.48% in after-hours trading Wednesday after the company’s licensing revenue […]

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Intel’s stock jumps 10% to highest since early 2022 ahead of earnings
Technology

Intel’s stock jumps 10% to highest since early 2022 ahead of earnings

Intel CEO Lip-Bu Tan holds a wafer of CPU tiles for the Intel Core Ultra series 3, code-named Panther Lake, outside the Intel Ocotillo campus in Chandler, Arizona. Panther Lake is the first client system-on-chips (SoCs) built on the Intel 18A process node. Courtesy: Intel Wall Street is piling into Intel ahead of the chipmaker’s […]

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Tech stocks rebound after Trump says U.S. won’t use military force in Greenland
Technology

Tech stocks rebound after Trump says U.S. won’t use military force in Greenland

Traders work on the floor of the New York Stock Exchange during morning trading on January 21, 2026 in New York City. Michael M. Santiago | Getty Images News | Getty Images Technology stocks bounced on Wednesday as President Donald Trump ruled out military force in Greenland, easing geopolitical fears that sparked a global sell […]

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Nvidia has a cash problem — too much of it
Technology

Nvidia has a cash problem — too much of it

When Nvidia this week said it would take a $2 billion stake in chip design company Synopsys, it was just the latest in a string of massive investments announced by the chipmaker this year. Nvidia has also said it would take a $1 billion stake in Nokia, invest $5 billion in Intel and $10 billion […]

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Global tech stocks climb as Nvidia results spark relief rally soothing AI bubble concerns
Technology

Global tech stocks climb as Nvidia results spark relief rally soothing AI bubble concerns

Global tech stocks rallied Thursday as investors piled back into AI-related names, buoyed by Nvidia earnings. Nvidia topped forecasts for revenue, which jumped 62% to $57.01 billion year-on-year, and issued stronger-than-expected fourth-quarter sales guidance, giving investors the confidence they were looking for to continue placing bets on the AI industry. Shares were 5% higher in […]

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Asian chip names rally as Nvidia forecasts hotter-than-expected sales after earnings beat
Technology

Asian chip names rally as Nvidia forecasts hotter-than-expected sales after earnings beat

A 300mm wafer on display at the booth of Taiwan Semiconductor Manufacturing Company during the 2023 World Semiconductor Conference at Nanjing International Expo Center on July 19, 2023, in Nanjing, China. Vcg | Visual China Group | Getty Images Asian chip stocks rallied in early trading Thursday after American AI chip darling Nvidia beat Wall […]

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