Dan Ives: Anthropic’s growth is 'just the tip of the sphere' for AI rally
Ives’ comments come as part of a wider prediction for the Nasdaq to top 30,000 points by 2027, reiterating his call from earlier interviews with CNBC. Source link
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Veeva Systems will join S&P 500 index, replacing Coterra Energy
FILE PHOTO: Veeva Systems Founder and CEO Peter Gassner gives an interview on the floor of the New York Stock Exchange. Brendan McDermid | Reuters Veeva Systems, which sells cloud software to life sciences companies and drugmakers, is joining the S&P 500, becoming the latest tech company to get added to the benchmark. The stock…
Software industry executives jump ship to OpenAI
India’s Prime Minister Narendra Modi (L) takes a group photo with AI company leaders including OpenAI CEO Sam Altman (C) and Anthropic CEO Dario Amodei (R) at the AI Impact Summit in New Delhi on February 19, 2026. Ludovic Marin | Afp | Getty Images Software giants are seeing their worst stock performance in years…
Amazon plans ‘deep dive’ internal meeting to address outages
The logos of World Economic Forum (WEF) and Amazon are displayed during the 56th annual World Economic Forum (WEF) meeting, in Davos, Switzerland, Jan. 20, 2026. Romina Amato | Reuters Amazon convened an internal meeting on Tuesday to address a string of recent outages, including one tied to AI-assisted coding errors, CNBC has confirmed. Dave…
Amazon says Anthropic remains available outside of defense work
Amazon said Friday it will continue offering Anthropic’s artificial intelligence technology to its cloud customers, excluding work involving the Department of Defense. The announcement comes after the federal agency informed Anthropic on Thursday that it would label the company a “supply chain risk.” Anthropic responded by saying it has “no choice” but to challenge the…
Amazon says outage was triggered by ‘software code deployment’
An Amazon facility on Amazon Prime Day in the Queens borough of New York, US, on Tuesday, July 8, 2025. Klaus Galiano | Bloomberg | Getty Images Amazon‘s website and shopping app were down for some users on Thursday, leaving consumers unable to check out, access account information or view product prices. Trouble on the…
Amazon’s $50B stake in OpenAI could boost its AI, cloud businesses
Amazon on Friday unveiled a strategic partnership with OpenAI that includes an investment of up to $50 billion, the latest sign of deepening ties between the tech giant and the maker of ChatGPT. As part of the deal, OpenAI will use more Amazon Web Services infrastructure, including a commitment to deploy 2 gigawatts of the…
Top analysts are bullish on the growth potential of these 3 stocks
Investors have been grappling with volatility amid fears of artificial intelligence disruption in a range of sectors, but attractive opportunities abound if they can look beneath the surface. Ignoring the ongoing noise, investors with a long-term horizon can track the recommendations of top Wall Street analysts, who take several aspects into account and conduct in-depth…
Here are the 5 big things we’re watching in the stock market this week
We’re through the busiest part of the earnings season storm, with most of the world’s biggest tech firms already in. Nonetheless, this week brings numbers from two more portfolio names — plus, three important economic reports. According to FactSet, nearly three-quarters of the 59% of S & P 500 companies that have reported quarterly results…
I talked to many health CEOs out West and see big things for drug stocks
We get so caught up in the buzz and the sizzle that we forget about the steak, especially in this era of GLP-1s, which have revolutionized the treatment of diabetes and obesity and are being studied for so many more diseases and conditions. That’s my chief takeaway from meeting with 15 different CEOs, a dozen…
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