AI disruption jitters have ripped through global stock markets over the last couple of weeks, with sectors across the spectrum ending up in the crosshairs of investors looking to bet on which industry could be upended by the inevitable wave of agentic AI. There will almost certainly be more of these moments this week, as…
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…
You sometimes have to leave the world of business to understand business. Right now, many of the biggest players in the hyper-competitive battle for AI dominance — including Microsoft, Google, Meta, Amazon, OpenAI, and Anthropic — are forcing us to question everything we know about how to value a stock. It’s turning us upside down….
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…
Low angle view of tall buildings in Tokyo, Japan, showcasing diverse architectural styles George Pachantouris | Moment | Getty Images Asia-Pacific markets mostly fell Wednesday, tracking Wall Street losses after a sell-off in U.S. technology stocks weighed on sentiment. Japan’s Nikkei 225 lost 1.2%, dragged by tech stocks. Among the biggest losers on the index…
ServiceNow Inc. signage during the Nvidia GPU Technology Conference in San Jose, California, on March 20, 2025. David Paul Morris | Bloomberg | Getty Images Software stocks on Thursday slid deeper into an ongoing intense sell-off this year as investors recoiled from the sector on growing fears that artificial intelligence could upend many firms’ business…
ServiceNow CEO Bill McDermott looks on during an “Invest America” roundtable discussion with US President Donald Trump in the State Dining Room of the White House in Washington, DC on June 9, 2025. Brendan Smialowski | AFP | Getty Images ServiceNow topped Wall Street’s fourth-quarter estimates after the bell on Wednesday, but shares fell more…
There’s a new Chinese model gaining buzz among developers: Zhipu AI’s GLM 4.7. That in itself is not new, but what did catch our attention was where it’s becoming popular: the U.S., our own turf. I first spotted Zhipu’s post on WeChat, announcing that the new coding tool was seeing so much demand, it would…
I like the setup this week, especially for Big Tech, barring another intrusion by our intrusive president. Apologies to people who wish I would call his fits of pique more offensive. These injudicious, blunt-force tariffs do get undone almost as quickly as they are slapped on, thank heavens. How is it possible, ahead of a…
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…
