Technology Select Sector SPDR Fund
Software stocks rebound as Anthropic announces new partnerships
Software stocks made a comeback on Tuesday after Anthropic hosted its enterprise agents event, where it revealed new partnerships, quelling some investor fears that the sector could be displaced by artificial intelligence. The AI startup launched new updates to Claude Cowork that allow companies to integrate the productivity tool into a host of enterprise apps, […]
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Meta-AMD chip deal, Wall Street’s AI angst, Trump’s State of the Union and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Tuesday. I found yesterday’s snowfall to be quite idyllic, granted I didn’t actually step foot outside until it had stopped (don’t repeat that to my many colleagues who found themselves on shoveling duty). S&P 500 futures are little changed this morning […]
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Nvidia earnings report collides with Wall Street skepticism over AI spending
Jensen Huang, president and CEO of Nvidia, attends the 56th annual World Economic Forum meeting in Davos, Switzerland, Jan. 21, 2026. Denis Balibouse | Reuters It’s been a tough start to the year for technology investors. Shares of seven of the eight trillion-dollar tech companies have notched losses so far. The lone exception is Nvidia. […]
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Stock futures tick higher after big sell-off due to worries over AI disruption, tariffs: Live updates
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Feb. 23, 2026. Brendan Mcdermid | Reuters Stock futures were slightly higher Tuesday after a rough start to the final week of February’s trading. Futures tied to the Dow Jones Industrial Average added 140 points, or 0.3%, boosted […]
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As Wall Street punishes software stocks over AI concerns, Canva gets more acquisitive
From left, MangoAI’s Nirmal Govind, Canva Co-Founder and Chief Operating Officer Cliff Obrecht and MangoAI’s Vinith Misra. Canva Software stocks have been hammered in recent weeks as investors worry about threats from artificial intelligence. In the startup world, Canva has been among the highest fliers due to its popularity with designers, but that market is […]
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Jim Cramer says AI fears have made the stock market fragile
CNBC’s Jim Cramer offered a blunt takeaway from Monday’s selloff: Artificial intelligence concerns have left the stock market incredibly fragile. After the S&P 500 and Nasdaq each shed more than 1%, the “Mad Money” host urged investors to exercise caution because stocks were “just too easy to take down today.” The reason for the early-week […]
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IBM is the latest AI casualty. Shares are tanking 11% on Anthropic programming language threat
International Business Machines Corp. (IBM) signage on the floor of the New York Stock Exchange (NYSE) in New York, US, on Monday, Dec. 8, 2025. Michael Nagle | Bloomberg | Getty Images International Business Machines stock is getting slammed, becoming the latest victim of rapidly developing AI technology, after Anthropic’s Claude announced COBOL capabilities. Shares […]
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Stocks making the biggest moves midday: KKR, Blackstone, CrowdStrike, International Paper & more
Check out the companies making the biggest moves midday: Financials — The financials sector of the S & P 500 slid more than 3% in midday trading, the worst performer in the broad market. Alternative asset managers KKR and Blackstone slid roughly 9% and 7%, respectively, after activist hedge fund Saba Capital Management and Cox […]
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NYSE insider Jay Woods is watching this key level in Nvidia as a tell for the S&P 500
(PRO Views are exclusive to PRO subscribers, giving them insight on the news of the day direct from a real investing pro. See the full discussion above.) Highly awaited quarterly results from Nvidia and two key software stocks will test important levels in the market this week, Jay Woods says. Woods, chief market strategist at […]
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China’s DeepSeek is set to release a new AI model. A rough period for Nasdaq stocks could follow
The release of a new artificial intelligence model from China’s DeepSeek could mean a rough period will follow for Nasdaq stocks. The Chinese AI company has yet to announce a release date, but it’s expected to be imminent following last week’s conclusion of the Lunar New Year celebration. The startup has announced previous models early […]
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