Stock futures rise ahead of Fed minutes as Nvidia shares gain: Live updates

Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., February 17, 2026. Brendan McDermid | Reuters Stock futures were higher on Wednesday, led by tech, as traders awaited the release of the minutes from the Federal Reserve’s most recent policy meeting. Futures tied to the Dow Jones … Read more

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

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

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

Megacap earnings next week could lift a stock market that’s broadening out. Here’s what’s ahead

Megacap earnings results next week could lift a stock market that’s broadened out to include a larger number of winners. Earnings kick into high gear next week, with four of the so-called Magnificent Seven companies set to report: Meta Platforms , Microsoft , and Tesla report Wednesday, while Apple posts Thursday. But the group isn’t … 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

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

ServiceNow in talks to acquire cybersecurity startup Armis in potential $7 billion deal, Bloomberg reports

Software company ServiceNow is in advanced talks to buy cybersecurity startup Armis, which was last valued at $6.1 billion, Bloomberg reported.  The deal, which could reach $7 billion in value, would be ServiceNow’s largest acquisition, the outlet said, citing people familiar with the situation who asked not to be identified because the talks are private.  … Read more