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The Tech Download: Software was going to eat the world. Now it’s facing an ‘existential’ crisis
Technology

The Tech Download: Software was going to eat the world. Now it’s facing an ‘existential’ crisis

This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. Back in 2011, venture capitalist Marc Andreessen published the now well-worn words: “software is eating the world.” Now, a debate is raging around how much software AI will eat. Many of the world’s most valuable software stocks have […]

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Stock futures slide after S&P 500 closes lower; wholesale inflation reading looms: Live updates
World

Stock futures slide after S&P 500 closes lower; wholesale inflation reading looms: Live updates

Traders work at the New York Stock Exchange on Feb. 25, 2026. NYSE Stock futures slipped Thursday night after the S&P 500 closed lower, dragged down by losses in Nvidia. Traders also looked ahead to an inflation reading due Friday morning. Futures tied to the Dow Jones Industrial Average dropped 268 points, or 0.5%. S&P […]

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European markets open mixed as traders parse through more earnings and economic data
World

European markets open mixed as traders parse through more earnings and economic data

The City of London financial district at sunrise. Alexander Spatari | Moment | Getty Images European markets opened mixed on Friday as traders parsed through several earnings reports and economic data at the end of the week. The pan-European Stoxx 600 was up 0.1% shortly after the opening bell. London’s FTSE 100 was nearly 0.2% […]

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An Indian company is set to build a  billion AI hub with Nvidia’s GPUs and go public. Here’s what we know so far
World

An Indian company is set to build a $2 billion AI hub with Nvidia’s GPUs and go public. Here’s what we know so far

Nvidia H100 chips inside a server room at the Yotta Data Services Pvt. data center, in Navi Mumbai, India, March 14, 2024. Dhiraj Singh | Bloomberg | Getty Images India’s Yotta Data Services, which is building a $2 billion artificial intelligence hub using Nvidia‘s chips, said demand for graphic processing units in the country is […]

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CNBC Daily Open: Netflix bows out from Warner Bros. Discovery bidding war
World

CNBC Daily Open: Netflix bows out from Warner Bros. Discovery bidding war

In the latest plot twist of the high-stakes bidding war for Warner Bros. Discovery, Netflix said Thursday it would not increase a counteroffer for the company’s studio and streaming assets, effectively clearing the way for Paramount Skydance’s revised bid to take center stage.  That comes after the WBD board deemed Paramount’s revised all-cash bid earlier this week of $31 […]

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Asia markets opens mixed after Wall Street pullback on Nvidia slump
World

Asia markets opens mixed after Wall Street pullback on Nvidia slump

Low angle view of tall buildings in Tokyo, Japan, showcasing diverse architectural styles George Pachantouris | Moment | Getty Images Asia-Pacific markets traded mixed Friday, after U.S. stocks declined overnight as Nvidia shares tumbled despite a quarterly earnings beat. Japan’s Nikkei 225 slid 0.6%, while the Topix traded flat. The benchmark Japanese index hit 59,000 […]

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Jim Cramer isn’t fretting Nvidia’s post-earnings sell-off. Here’s how he would respond
Technology

Jim Cramer isn’t fretting Nvidia’s post-earnings sell-off. Here’s how he would respond

Key Points CNBC’s Jim Cramer said Thursday that Nvidia’s stock was swept up in a wave of institutional selling. “Don’t take today as a referendum on anything,” the “Mad Money” host said. CNBC’s Jim Cramer on Thursday downplayed Nvidia’s post-earnings stock slide, suggesting it was caught up in a vortex of institutional selling that actually […]

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CoreWeave beats revenue projections as backlog swells to nearly  billion
World

CoreWeave beats revenue projections as backlog swells to nearly $67 billion

Michael Intrator, Chief Executive Officer of CoreWeave Inc., speaks during an interview with CNBC on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Sept. 22, 2025. Jeenah Moon | Reuters CoreWeave shares fell as much as 11% in extended trading on Thursday after the artificial intelligence-focused cloud infrastructure provider […]

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Have we seen peak pricing power for Nvidia chips?
Technology

Have we seen peak pricing power for Nvidia chips?

Nvidia reported fiscal fourth-quarter results that comfortably topped Wall Street expectations on both revenue and earnings. Shares initially jumped in after-hours trading, but that enthusiasm faded, and the stock was lower Thursday. The pullback may emanate from comments made by CFO Colette Kress during the company’s earnings call regarding inventory levels. For several years, demand […]

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Jim Cramer: The reason why Nvidia’s stock is falling even after its blowout outlook
Technology

Jim Cramer: The reason why Nvidia’s stock is falling even after its blowout outlook

Nvidia ‘s strong earnings report made it clear that the company is still donning the AI chip king crown. So, why is the stock down in Thursday’s session? The reason, according to CNBC’s Jim Cramer, is that investors are worried that Nvidia’s largest customers cannot keep spending at such a blistering pace unless they start […]

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