Cisco CEO Chuck Robbins appears at the World Economic Forum in Davos, Switzerland, on Jan. 21, 2026. Krisztian Bocsi | Bloomberg | Getty Images Options traders might have found a new big-tech favorite ahead of this week’s earnings: legacy networking giant Cisco, a stock that’s undergone a years-long pivot to software and cloud-based AI technology…
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Stocks are rallying to another new record high on Friday, capping off a week in which the S & P 500 gained more than 2%. Once…
Apple and Intel are reportedly closing in on a deal that would see Intel make some of the chips for the iPhone maker’s devices, marking a major shift in the chipmaking landscape. Talks between the two companies have been brewing for more than a year, with a preliminary agreement reached in recent months, the Wall…
I am growing tired of the endless bubble talk about all of the data center spending. It’s obvious from this quarter that the bubble talk has been proven wrong; try getting someone to say that, though. So, who do I think I am to go there? Just an observer. One who believes that this was…
Lip-Bu Tan, CEO of Intel Corp., departs following a meeting at the White House in Washington, Aug. 11, 2025. Alex Wroblewski | Bloomberg | Getty Images Intel reported first-quarter earnings Thursday that blew past Wall Street’s expectations, as the struggling chipmaker shows signs of a revival. Shares of the U.S. chipmaker jumped 20% in after-hours…
Cybersecurity and enterprise software stocks have been market dogs since the start of 2026, with fears that AI will wipe out a wide range of companies in the enterprise space dominating the narrative. But they snapped a brutal losing streak this past week, joining in the broader market rally that saw all losses from the…
Samuel Boivin | Nurphoto | Getty Images If one thing became clear at the HumanX conference in San Francisco this week, where 6,500 executives, founders and investors gathered to talk about artificial intelligence, it’s that OpenAI no longer dominates the conversation in their industry. For now, at least, that distinction belongs to Anthropic. Anthropic’s viral…
Anthropic CEO and co-founder Dario Amodei speaks during the 56th annual World Economic Forum meeting in Davos, Switzerland, Jan. 20, 2026. Denis Balibouse | Reuters Anthropic on Tuesday announced an advanced artificial intelligence model that will roll out to a select group of companies as part of a new cybersecurity initiative called Project Glasswing. The…
Jaque Silva | Nurphoto | Getty Images The office of U.S. tech giant Oracle in Dubai was damaged by falling debris, the city’s media office said on Sunday, as Iran continued to fire projectiles at targets around the Middle East in retaliation against U.S. and Israeli strikes. “Authorities confirm that they responded to a minor…
Talk about a confusing and frustrating market. Following two days of gains fueled by optimism on an Iran war resolution, Wall Street went back in sell-off mode Thursday morning after President Donald Trump’s primetime address was filled with escalatory rhetoric. That sent oil prices higher and stocks lower to start the day — the inverse…
