Microsoft CEO Nadella warns of AI bubble risk and concentrated power in CNN interview
Microsoft chief executive Satya Nadella used a rare television interview to warn about the growing risk of an AI bubble...
Stock Market News
Latest stock market news covering equities beyond the Magnificent 7 — sector earnings, IPOs, M&A activity and broader market moves.
Piper Sandler names five software stocks positioned to cut enterprise AI token costs
Piper Sandler named five infrastructure software companies — Elastic, GitLab, MongoDB, Snowflake and Atlassian — as the main beneficiaries of...
IBM CEO puts a 2% figure on his software business’s AI replacement risk
IBM CEO Arvind Krishna told CNBC that only 2% of the company's software could be replaced by applications built by...
Morgan Stanley says semiconductors now make up about 18% of the S&P 500 and urges investors to broaden
Morgan Stanley Wealth Management’s July Global Investment Committee note argues the S&P 500 has grown lopsided: the 10 largest stocks...
Visa’s Fiscal Q3 Print Lands July 28 With Cross-Border Volume in Focus
Visa reports fiscal Q3 2026 results on July 28, with street models clustered around $11.383 billion in revenue and EPS...
