Workday stock slips on light quarterly margin guidance

Workday CEO Carl Eschenbach, right, walks to the morning session during the Allen & Co. Media and Technology Conference in Sun Valley, Idaho, on July 11, 2025. David Paul Morris | Bloomberg | Getty Images Workday shares slid more than 5% in extended trading Tuesday after the finance and human resources software maker issued quarterly … Read more

Why rural Wisconsin is blocking the AI data center boom: ‘Horses are skittish’

A sign opposing a zoning change for a Microsoft data center appears in Caledonia, Wisconsin, on Sept. 19, 2025. Jordan Novet | CNBC The village of Caledonia, Wisconsin, sandwiched between Chicago and Milwaukee along Lake Michigan, is dotted with corn and soybean fields, single-story homes and traffic signs alerting drivers to horseback riders. In September, … Read more

Sandisk joins S&P 500 following Western Digital spinoff, replacing Interpublic

Atmosphere at the Variety 2025 Power of Young Hollywood Party, Presented by SANDISK held at the Four Seasons Los Angeles at Beverly Hills on August 07, 2025 in Beverly Hills, California. Michael Buckner | Variety | Getty Images Shares of flash storage vendor Sandisk popped 7% in extended trading on Monday after the company was … 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

Nvidia earnings takeaways: Bubble talk, ‘half a trillion’ forecast and China orders

Nvidia on Wednesday reported fiscal third-quarter earnings that beat expectations, and provided a strong forecast for the current quarter. Wall Street welcomed the report, and Nvidia stock rose after the release and during the conference call. Other stocks in the so-called artificial intelligence trade also saw a boost. A closer look at Nvidia’s report shows … Read more

Klarna tops third-quarter revenue estimates in first earnings report since IPO

Sebastian Siemiatkowski, CEO and Co-Founder of Swedish fintech Klarna, gives a thumbs up during the company’s IPO at the New York Stock Exchange in New York City, U.S., Sept. 10, 2025. Brendan McDermid | Reuters Klarna topped Wall Street third-quarter revenue expectations in its first earnings report after debuting on the New York Stock Exchange … Read more

Cisco’s stock jumps on earnings beat, strong guidance and $1.3 billion in AI orders

Chuck Robbins, Cisco CEO, speaking on CNBC’s Squawk Box outside the World Economic Forum in Davos, Switzerland on Jan. 22, 2025. Gerry Miller | CNBC Cisco reported better-than-expected profit and revenue for its fiscal first quarter on Wednesday. The stock rose more than 7% in extended trading. Here’s how the company did in comparison with … Read more

CoreWeave CEO won’t say if Core Scientific caused data center delays, both stocks plunge

CoreWeave shares closed down 16% on Tuesday after CEO Mike Intrator addressed delays at a third-party data center developer that hit full-year guidance in its latest earnings report. “Quite frankly, every single part of this quarter went exactly as we planned, except for one delay at a singular data center,” Intrator told CNBC’s “Squawk on the Street” … Read more

CoreWeave’s revenue more than doubles as AI buildout expansion accelerates

Michael Intrator, co-founder and chief executive officer of CoreWeave, center, appears at the Nasdaq MarketSite in New York on March 28, 2025. CoreWeave raised $1.5 billion in its initial public offering, a downsized deal that reflects how stock market volatility is hurting demand for even highly anticipated listings. Michael Nagle | Bloomberg | Getty Images … Read more