Software experiencing ‘most exciting moment’ as AI fears hammer the stocks

Salesforce CEO Marc Benioff appears at the US-Saudi Investment Forum at the Kennedy Center in Washington on Nov. 19, 2025. Stefani Reynolds | Bloomberg | Getty Images Box CEO Aaron Levie says that in the 20-year history of his cloud software vendor, “this is the most exciting moment we’ve ever had.” Wall Street doesn’t see … Read more

Musk’s xAI needs SpaceX deal for the money. Data centers in space are still a dream

Elon Musk, chief executive officer of Tesla Inc., during the US-Saudi Investment Forum at the Kennedy Center in Washington, DC, US, on Wednesday, Nov. 19, 2025. Bloomberg | Bloomberg | Getty Images Elon Musk said a primary reason for merging SpaceX with his artificial intelligence startup, xAI, is to more effectively build “orbital data centers.” … Read more

Meta and Microsoft are making big moves in opposite directions after earnings

It’s a tale of two different megacaps so far this earnings season when it comes to artificial intelligence. Meta Platforms surged more than 8% after showing signs that AI investments are boosting the bottom line, while Microsoft shares dropped as the company struggled to justify recent spending plans to investors and showed a slowdown in … Read more

CoreWeave stock jumps 9% as Nvidia invests $2 billion to expand AI data center capacity

Michael Intrator, CEO of Coreweave, speaking on CNBC’s Squawk Box at the World Economic Forum in Davos, Switzerland on Jan. 20th, 2026. Oscar Molina | CNBC Shares of CoreWeave popped 9% in premarket trading on Monday after Nvidia announced it has invested $2 billion in the artificial intelligence infrastructure provider. Nvidia purchased CoreWeave Class A … Read more

Databricks obtains $1.8 billion in additional debt ahead of IPO

Databricks co-founder and CEO Ali Ghodsi. Databricks Data analytics software company Databricks has landed $1.8 billion in fresh debt, a person familiar with the matter told CNBC. Databricks now has access to over $7 billion in debt, the person added. The company declined to comment. Databricks is among the highly valued technology companies that are … Read more

Microsoft fixes Outlook email issues

The Microsoft office building is in the RheinauArtOffice in Cologne, Germany, on September 11, 2025. Michael Nguyen | Nurphoto | Getty Images Microsoft on Thursday resolved technical issues that got in the way of people sending and receiving email messages in its Outlook application and completing other tasks. The event started in the middle of … Read more

ServiceNow inks deal with OpenAI to boost its AI software stack

Bill McDermott, CEO of ServiceNow (L), and Sam Altman, CEO of OpenAI. Reuters ServiceNow signed a three-year deal with OpenAI to use its artificial intelligence models to give businesses access to AI agents, the companies announced on Tuesday. As part of the deal, ServiceNow will integrate GPT-5.2 into its enterprise workflow platform and create AI … Read more

Chip stocks pop after TSMC’s earnings beat boosts confidence in industrywide demand

Nvidia founder and CEO Jensen Huang speaks about the Vera Rubin AI platform during a question and answer session with reporters at the annual Consumer Electronics Show in Las Vegas, Jan. 6, 2026. Patrick T. Fallon | AFP | Getty Images Chipmakers Nvidia and Advanced Micro Devices led an industrywide rally in the U.S. on … Read more

Microsoft says communities won’t see energy price hikes near data centers as utility costs rise

Microsoft on Tuesday promised that consumers won’t pay more when the software maker sets up data centers nearby. The company also committed to replenish more water than it uses, and to add to local tax bases in places where it has data centers. “Our pledge to each of these communities is that we will pay … Read more

Trump says Microsoft will make changes to ensure consumers don’t pay for power used in AI buildout

US President Donald Trump speaks to members of the media on the South Lawn of the White House before boarding Marine One in Washington, DC, US, on Saturday, Dec. 13, 2025. Trump said there will be “serious retaliation” after two US Army soldiers and an interpreter were killed in Syria on Saturday, and three other … Read more