Microsoft Corp
Market watchers back Jensen Huang’s view that investors are ‘wrong’ on SaaSpocalypse
Nvidia ‘s Jensen Huang was right when he told CNBC investors “got it wrong” over AI fears that drove them to sell off software stocks, market watchers have said. Software stocks have been caught up in a sell-off that dragged the sector into bear market territory, amid fears AI could make software as a service […]
Read More
Nvidia keeps the AI party alive with a booming quarter and even better outlook
Nvidia on Wednesday delivered strong quarterly results to cap off its fiscal year, outdone only by the chip giant’s outlook for the current quarter, in a sign the AI boom continues apace. Revenue in the company’s fiscal 2026 fourth quarter increased 73% year over year to $68.13 billion, outpacing the $66.2 billion the Street was […]
Read More
AI disruption didn’t show up in Salesforce results. But the fears are hard to shake
Salesforce on Wednesday evening delivered better-than-expected 2026 fourth-quarter results as its Agentforce artificial intelligence platform became increasingly embedded across the business. However, the stock dropped in after-hours trading as investors remained anxious about the potential of AI disrupting traditional enterprise software companies. Revenue in the quarter ended Jan. 31 rose 12% year over year to […]
Read More
Nvidia set to report quarterly results after the bell
Nvidia CEO Jensen Huang speaks during the 2026 CES event in Las Vegas, Jan. 6, 2026. Bridget Bennett | Bloomberg | Getty Images Nvidia is scheduled to report fiscal fourth-quarter results after the close of regular trading on Wednesday. Here’s what Wall Street is expecting, according to LSEG consensus estimates: EPS: $1.53 adjusted Revenue: $66.2 […]
Read More
Thrive Capital invested about $1 billion in OpenAI at a $285 billion valuation, source says
OpenAI CEO Sam Altman attends an event to pitch AI for businesses in Tokyo, Feb. 3, 2025. Kim Kyung-hoon | Reuters Joshua Kushner’s Thrive Capital invested roughly $1 billion in OpenAI at a $285 billion valuation in December, a source confirmed Wednesday. It is a preferential deal for the venture capital firm that has long […]
Read More
Stocks rise, adding to Tuesday’s comeback as Nvidia and Oracle shares gain: Live updates
Traders work on the floor of the New York Stock Exchange (NYSE) at the opening bell in New York on February 25, 2026. Timothy A. Clary | Afp | Getty Images U.S. equities rose on Wednesday, supported by Nvidia and Oracle, as stocks look to build on the gains from the prior trading day. The […]
Read More
Bill Gates addresses Epstein files in candid town hall days after last-minute speaking cancellation
Bill Gates, chair of the Gates Foundation, speaks at the Bloomberg Philanthropies 2025 Global Business Forum in New York on Sept. 24, 2025. Michael Nagle | Bloomberg | Getty Images Bill Gates spoke about his association with Jeffrey Epstein in a town hall meeting with employees of the Gates Foundation, a spokesperson for the nonprofit […]
Read More
Microsoft Japan raided over suspected violation of anti-monopoly law: Reuters
NEW YORK, NY – APRIL 29: A Microsoft corporate logo hangs on the side of their office building on Eighth Avenue on April 29, 2023, in New York City. (Photo by Gary Hershorn/Getty Images) Gary Hershorn | Corbis News | Getty Images Japan’s Fair Trade Commission raided Microsoft Japan’s offices on Wednesday as part of […]
Read More
Nvidia’s new AI system Vera Rubin is 10 times more efficient than its predecessor — here’s a first look
Nvidia’s earnings on Wednesday are expected to show booming sales of the company’s current rack-scale system. But all eyes are on its next AI system, Vera Rubin, which is scheduled to roll out later this year. Vera Rubin, which is made up of 1.3 million components, will deliver 10 times more performance per watt than […]
Read More
These are the European tech stocks to watch after Nvidia reports earnings — and how strong or weak results would affect them
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 […]
Read More