Marc Benioff, chief executive officer of Salesforce Inc., during the World Economic Forum (WEF) in Davos, Switzerland, on Tuesday, Jan. 20, 2026. Krisztian Bocsi | Bloomberg | Getty Images Salesforce shares slipped 3% in extended trading on Wednesday after the customer service software maker reported healthy results and boosted its long-range revenue goal, although its…
Nvidia CEO Jensen Huang speaks during the 2026 CES event in Las Vegas, Jan. 6, 2026. Bridget Bennett | Bloomberg | Getty Images Nvidia is scheduled to report fiscal fourth-quarter results after the close of regular trading on Wednesday. Here’s what Wall Street is expecting, according to LSEG consensus estimates: EPS: $1.53 adjusted Revenue: $66.2…
Why has the sell-off in software stocks — driven by artificial intelligence disruption fears — been so dramatic and seemingly unending? In this Club Check-in, CNBC’s Paulina Likos and Zev Fima answer that question by diving into an important concept that investors use to evaluate stocks called terminal value. Software profits have not collapsed, and…
Bill Gates, chair of the Gates Foundation, speaks at the Bloomberg Philanthropies 2025 Global Business Forum in New York on Sept. 24, 2025. Michael Nagle | Bloomberg | Getty Images Bill Gates spoke about his association with Jeffrey Epstein in a town hall meeting with employees of the Gates Foundation, a spokesperson for the nonprofit…
Nvidia’s earnings on Wednesday are expected to show booming sales of the company’s current rack-scale system. But all eyes are on its next AI system, Vera Rubin, which is scheduled to roll out later this year. Vera Rubin, which is made up of 1.3 million components, will deliver 10 times more performance per watt than…
Rick Smith, CEO of Axon Enterprises. Adam Jeffery | CNBC Axon Enterprise‘s stock surged more than 18% after the maker of Tasers, body cameras and drones topped Wall Street’s fourth-quarter estimates as artificial intelligence accelerated demand for its software products The company reported adjusted earnings of $2.15 per share on $797 million in revenue, surpassing…
1. Trump’s talk US President Donald Trump, right, and US House Speaker Mike Johnson, a Republican from Louisiana, during a State of the Union address in the House Chamber of the US Capitol in Washington, DC, US, on Tuesday, Feb. 24, 2026. Al Drago | Bloomberg | Getty Images President Donald Trump touted his economic…
Key Points Chip giant Nvidia, the world’s most valuable company, will report its earnings on Wednesday, which could have a sizable impact on the market. “Nvidia’s earnings are widely viewed as a barometer for the strength and durability of the global AI investment cycle,” Camilla Papaleo, product manager at VanEck, told CNBC. CNBC spoke to…
Shlomo Kramer, chief executive officer of Cato Networks Ltd., at the Bloomberg Tech Summit in London, UK, on Tuesday, Oct. 22, 2024. Hollie Adams | Bloomberg | Getty Images Cato Networks surpassed $350 million in annual recurring revenue in 2025 as more businesses adopted its tools in the age of artificial intelligence, the cybersecurity startup…
AMD gave up equity in its deals with Meta and OpenAI. Nvidia shareholders should be glad it doesn’t need to go there. <
