Artificial intelligence is turning out to be far more expensive than anyone expected, and CFOs at major U.S. companies are now facing a brutal new trade-off: tokens or humans. That was the picture two enterprise AI CEOs at the center of the buildout described to CNBC this week. Their accounts of what’s happening inside the…
The main demand signal for artificial intelligence looks explosive on paper, but it may be significantly overstated. Anthropic, by pricing its tools for that reality, might be the best-positioned AI company if a correction comes. Tokens are the basic unit of AI usage: words and characters that make up both the queries users send and…
CNBC’s Jim Cramer said investors who fled the market during recent volatility may be grappling with a familiar realization that the worst-case scenarios driving their decisions never materialized. “What we have is a rally that appears to be based on nothing,” said the “Mad Money” host on Tuesday. “But in reality, it’s based on the…
A version of this article appeared in CNBC’s Inside Alts newsletter, a guide to the fast-growing world of alternative investments, from private equity and private credit to hedge funds and venture capital. Sign up to receive future editions, straight to your inbox. Fears of rising defaults and a systemic crisis from private credit don’t reflect the underlying…
Oracle Corporation rings the Opening Bell at the New York Stock Exchange on Feb. 3, 2026. NYSE Oracle‘s stock surged 11% as software shares, beaten down by artificial intelligence disruption fears, clawed back some year-to-date losses. Adobe jumped about 6%, while Salesforce rallied 5%. ServiceNow, HubSpot, and Workday rallied more than 7% each. Cybersecurity stocks…
Fears of a private credit crisis are rising as firms at the heart of the growing, but less liquid and less transparent, bond market face investor redemptions. That stress test has arrived just as private loans became more prevalent in the ETF market. It was a little over a year ago that the Securities and…
