Anthropic's suspension of its top AI models late last week drove home a hard truth for the companies that were counting on them: access can be cut off at any time. It's been a big theme this week, and one that Wall Street will be watching closely as Anthr... See more
Venture capital is buying its way into the artificial intelligence transformation that enterprise software hasn't delivered. Instead of selling AI tools to companies, venture firms are buying legacy companies outright and rebuilding them around AI from th... See more
A new spending discipline is taking hold inside corporate America, as CFOs and boards start cracking down on inefficient artificial intelligence spending. The change has the potential to reshape the AI trade. For the past two years, the playbook has been ... See more
Software, legal services and video games stocks have been selling off in recent weeks on fears that new AI features and tools could wipe them out. But how real is that threat? We decided to find out. CNBC's Deidre Bosa and I used Anthropic's AI coding too... See more
One year after DeepSeek upended the U.S. markets, investors are bracing for what could be the next moment of reckoning out of China: A rapid and coordinated push to scale home-grown Nvidia rivals for artificial intelligence chips. In just the past two mon... See more
