Software stocks have become ground zero for investors anxiety over the possible disruption coming from AI. The software sector as a whole has lost about 30% of its value in just the last 3 months with those losses accelerating this week even despite some relatively strong earnings from leaders such as Salesforce. com such as Microsoft.Now the main concern here is that either free or cheap coding tools being rolled out by the likes of Anthropic through its cloud service may displace a lot of paid for softwar ...

I just want to know whether you will commit today to pause and heighten the scrutiny of any bank charter or licensing application at the OC connected to the World Liberty Financial until all of these conflicts of interest and Floren influence reviews are completed and shared with the United States Congress. All I need to know is will you halt it >> and do a complete investigation and scrutiny of this licensing uh uh application. >> Uh all you have to ask is yes or no. >> Uh no congressman the all you have t ...

The IGV software ETF is down 13% in a week. Some of its components including Unity, AppLoving, and Circle have lost more than a quarter of their value in just five sessions. So when does this selling lead to a buying opportunity.Joining us now are Steve Sausnik from Interactive Brokers. He is looking at how retail investors are playing the space and Chenali Bassik from I Capital is here to tell us whether opportunities are starting to emerge. Uh so Chanali, uh part of this is hey, we wanted a broader market ...

Guy, what's your quick take on this >> big numbers. I mean, and the capex guide is clearly not scaring anybody. I'm sure Nvidia's hires.Well, here's my quick take. It is a very strong quarter and you know, I guess the rumors of the death of Google six, seven months ago were obviously exaggerated. >> Greatly exaggerated.But the problem I think now is back then you can make a very compelling valuation case. Now, not as much. So at 31 timesish, I I'm not saying you got to get out of Google here, but I think yo ...

SO IN FOCUS. THAT WAS TRUE WITH THE BANKS. WE'RE SEEING IT WITH THE CHIPS.AND OF COURSE COMPANIES LIKE ALPHABET AS WELL. THAT WILL BE IN FOCUS. MAC.THANK YOU. WE KNOW YOU WILL BE ALL OVER THOSE NUMBERS AFTER THE CLOSE. LET'S NOW BRING IN ALPHABET SHAREHOLDER INTELLIGENT ALPHAS DOUG CLINTON AND OPPENHEIMER ANALYST JASON HELFSTEIN.THANK YOU BOTH VERY MUCH FOR BEING HERE. DOUG, LET'S START WITH YOU. WHAT ARE YOU FOCUSED ON, AT LEAST IN TERMS OF THE QUARTER.THIS WAS, OF COURSE, THE QUARTER WHERE GEMINI REALLY B ...

Joining us is Daniel Newman, the CEO of the Futurum Group. Daniel, it's great to have you and I think, you know, we need to ask what stops the Alphabet train, although today finally this whole kind of um what do we call it. Tech tantrum is certainly taking Alphabet down with it.>> Yeah, Kelly, great to see you. Alphabet is a company that's done all the things right. You know, we have talked many times over the years, you and I, and it was underrated for a very long time, and I think it's now being fully app ...

really Lily's gain. Let's ask Guggenheim, managing director and pharma analyst Sheamus Fernandez. Sheamus, thanks for coming back on.Um, if one's winning, I don't want to say one's losing, but if one is doing better than the other, does that mean people are shifting their GLP1 drug of choice. >> Yeah, it's a great question, Brian. Look, I I don't think that we're seeing a lot of market shifts just yet uh in terms of their their drug of choice. We're seeing a huge market expansion in general occur.I think th ...

And so I am hearing from a source familiar with this deal that OpenAI and Amazon are now in talks for a broad partnership that could bring these chat GPT models into Amazon's ecosystem. Alexa in particular, Alexa plus that rolled out more widely today. Other internal projects over in Amazon as well.Company here Amazon did decline to comment. The information did have some of these details first earlier in the day. The discussions though, I'm told, are happening alongside Amazon's current talks, which we've r ...

AI isn't just answering questions anymore… it's building software. And we put it to the test, vibecoding our own version of Monday.com. Did it work? Kinda. Does it mean software is dead? Probably not. In this livestream, we sit down with Guillermo Rauch, co-founder and CEO of Vercel, to talk about the AI shift that's putting software companies on notice. Vercel powers some of the biggest websites in the world and is at the center of the AI coding revolution. We'll cover: Why AI coding is different from ever ...

On this week's episode of CNBC Crypto World, bitcoin faces selling pressure as investors continue to rotate out of risk-on assets. Plus, Patrick Witt, President Trump's crypto advisor, leads a meeting between the banking industry and crypto executives on the issue of stablecoin rewards. And, Senate Agriculture Committee Chairman John Boozman, R-Ark., discusses what happens next after his committee voted to advance its version of a crypto market structure bill in a party-line vote. Chapters: 00:00 - Introduc ...