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- CNBC Daily Open: Amazon one-ups its rivals on capex spending, but investors are already worried over AI valuations
- AI fears pummel software stocks: Is it ‘illogical’ panic or a SaaS apocalypse?
- Tesla maintains competitive showing in China-made EV sales despite industry headwinds
- Why Amazon’s CEO is ‘confident’ with $200 billion spending plan
- CNBC Daily Open: Amazon’s projected capex dwarfs that of its peers — which have already spooked markets
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Tag Archives: CNBC
How exposed are software stocks to AI tools? We put vibe-coding to the test
How real is the AI threat to software companies? CNBC put it to the test by vibe-coding a Monday.com replacement.
Good news in a sea of pain sends 2 non-tech stocks higher in Thursday’s down market
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
Anthropic launches Claude Opus 4.6 as AI moves toward a ‘vibe working’ era
Anthropic’s latest AI model is better at coding, sustaining tasks for longer and creating high-quality professional work.
Is the AI bubble popping itself? Software’s break from the tech stock boom raises concerns
Many investors expect the sell-off has gone too far, saying agentic AI is unable to meaningfully hurt incumbents in the sector.
Jim Cramer spots 2 stocks to buy as market drops for a third straight day
The Investing Club holds its “Morning Meeting” every weekday at 10:20 a.m. ET.
Amazon set to report earnings with AI spend, cloud growth, job cuts in focus
Investors are expected to focus on cloud growth, AI spending and the recent layoffs in Amazon’s corporate workforce.
Qualcomm stock sinks 10% as company issues dire warning on memory shortage
The chipmaker is grappling with a memory shortage hitting the entire industry as the AI data center buildout snaps up supply.
Super Bowl AI ad spat heats up as Altman lashes out at Anthropic campaign
OpenAI recently announced plans to begin testing ads with some ChatGPT users.
OpenAI launches new enterprise platform in bid to win more business customers
Frontier can work with OpenAI agents, enterprise-build agents, as well as agents from third parties like Google, Microsoft and Anthropic.
We’re booking profits in an industrial-focused stock benefiting from tech exodus
We’re taking advantage of the recent market rotation out of tech and momentum stocks and into more value, industrial economy names.