In what’s turning out to be a great quarter for corporate earnings growth, company executives and investors alike are focused on something else entirely: the threat from artificial intelligence.

Cohere hit roughly $240 million in annual recurring revenue last year, surpassing its $200 million target, according to a February investor memo viewed by CNBC. The company develops AI models and ...

No, the Threat to U.S. Interests Need Not Be ‘Imminent’ for POTUS to Use Force Unilaterally Saudi Reminder: Whom Can You Trust? Well . . . Nobody The Iranians Cannot Overthrow the Regime Without ...

The stock market has begun killing its darlings, sliding into a brutal selloff that has rippled across the technology sector. Nvidia, the chipmaker synonymous with the AI boom, has shed around 17 ...

Want more stock market and economic analysis from Phil Rosen directly in your inbox? Subscribe to Opening Bell Daily’s newsletter. When it comes to AI, investors have made a habit of selling first and ...

While we wait for Cloudflare’s earnings (expected at about 4:15 p.m. ET), check out our AI Investor Podcast. Each week we break down the biggest news in the AI investing space and highlight our best ...

DOHA, Qatar – This week’s historic $1 trillion rout in U.S. software giants like Microsoft and Salesforce has sent a chill across Silicon Valley and around the world. Speaking with fast-growing AI ...

Stocks are experiencing a rotation out of momentum-driven AI trades as investors shift their focus from pure technology companies to businesses across the broader economy that are benefiting from AI ...

For quite some time now, investors have fought the suggestion that the artificial intelligence industry may be forming a massive bubble, risking an eventual collapse of epic proportions that could ...

LONDON, Feb 6 (Reuters) - The global AI trade is starting to fracture as soaring capex, rising debt loads and doubts over who will profit from the technology force investors to draw sharper lines.

As 2025 came to a close, the crescendo of discourse around whether the “AI bubble” was ready to burst was hard to avoid. Looking ahead to 2026, whether skepticism toward AI companies and their ...