The AI trade has entered a puzzling phase. Do we know who the winners are anymore?

All hail Anthropic, the destroyer of everything. What an amazing service. It can wipe out Adobe by allowing you to design something better that has a much simpler commerce system, designed personally for you. That one is child’s play. ServiceNow may call itself the “AI Control Tower” to signify who is in charge, but the … Read more

AWS CEO Garman says software AI fears are ‘overblown’

Amazon Web Services CEO Matt Garman suggested that investors might be worrying too much about the risk of artificial intelligence models slowing the growth of major software companies. “Look, my own opinion is that much of the fear is overblown,” Garman told CNBC’s Jon Fortt on Thursday. Technology stocks have sold off this year following … Read more

Salesforce employees call on CEO Benioff to cancel ICE ‘opportunities’

Salesforce CEO Marc Benioff participates in an interview at the World Economic Forum in Davos, Switzerland, on Jan. 21, 2026. Chris J. Ratcliffe | Bloomberg | Getty Images Over 1,400 Salesforce employees have signed a letter calling on CEO Marc Benioff to drop potential business with the U.S. Immigration and Customs Enforcement agency, two people … Read more

AI startup Replit launches feature to vibe code mobile apps

Artificial intelligence coding startup Replit is now letting users create and publish mobile apps for Apple devices using only natural language prompts, the latest evolution in so-called vibe-coding. Additionally, Replit is nearing new round of funding that would value the startup at $9 billion, a source familiar with the matter told CNBC. The Mobile Apps … Read more

Investors are betting these stocks will reap considerable returns in 2026

Although stocks closed lower on the last trading day of 2025, several names could gain ground in the new year, investors said Wednesday on CNBC’s “Halftime Report.” “I will admit it has a sour feeling to it … but whatever January may bring in the markets, we’re likely to have a good year,” Jim Lebenthal, … Read more

AI tools could drive $263 billion in holiday sales. Walmart and Target are racing to get in

Holiday shopping has always felt like a “chore” for Amrita Bhasin.  Between deciding what to buy, comparing prices and checking reviews, the 24-year-old retail tech CEO said she spent more than 15 hours each year buying gifts for her friends and family, a process that took the joy out of giving.  But this year, Bhasin … Read more

Stock futures are little changed after Wall Street notches back-to-back winning weeks: Live updates

Traders work on the floor of the New York Stock Exchange (NYSE) at the opening bell in New York on December 3, 2025. Timothy A. Clary | Afp | Getty Images Stock futures are near flat on Sunday night, following another winning week for Wall Street, as investors look toward the Federal Reserve meeting. Dow … Read more

Microsoft faces uphill climb to turn enterprise dominance into widespread AI chatbot adoption

Microsoft CEO Satya Nadella speaks at Microsoft Build AI Day in Jakarta, Indonesia, on April 30, 2024. Adek Berry | AFP | Getty Images On Microsoft’s earnings call last month, CEO Satya Nadella boasted about the company’s artificial intelligence products, and said over 150 million people are using its Copilot assistant for productivity, cybersecurity, coding … Read more