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Skip NavigationMarketsBusinessInvestingTechPoliticsVideoWatchlistInvesting ClubPROLivestreamMenuPrivate credit lenders say their big software bet faces an AI reckoning — but not a ‘SaaSpocalypse’Hugh Leaskan hour agoPalantir’s Karp says businesses are ‘unhappy’ with the frontier AI labsSamantha Subin32 min agowatch nowThoma Bravo: SaaSpocalypse is overTue, Jun 9th 2026watch nowApple debuts Siri AI at WWDCMacKenzie SigalosMon, Jun 8th 2026Cramer’s week ahead: Stocks face pressure from rates, oil, and a flood of new offeringsAlexa LoMonacoFri, Jun 5th 2026TechMythos rejuvenated the cybersecurity sector. Earnings put the rally to the testFri, Jun 5th 2026AI AgeModel routing is a fix for AI overspending. That’s a problem for OpenAI and AnthropicFri, Jun 5th 2026TechLinkedIn co-founder Reid Hoffman is leaving Microsoft’s board after almost a decadeFri, Jun 5th 2026Squawk on the StreetDocuSign CEO says millions of agreements create a powerful AI moatFri, Jun 5th 2026TechVibe-coding phenomenon lifts AI startup Supabase to $10.5 billion valuationThu, Jun 4th 2026Morning MeetingJim Cramer: It may be time to trim 2 bank stocks but for very different reasonsThu, Jun 4th 2026

• 1Trump says ‘I love the inflation’ after consumer price index hits 3-year high
• 2Trump pledges more Iran attacks, saying U.S. will be ‘attacking them very hard’
• 3Dow drops 650 points to session lows as Trump doubles down on Iran threat: Live updates
• 4Sen. Warren calls on SEC to delay SpaceX IPO, flagging concerns about valuation and governance
• 5We’re paring another stock position to bring our cash weighting closer to 12%

TechCrowdStrike narrowly beats estimates on AI tailwinds, but stock falls 10%Wed, Jun 3rd 2026Morning MeetingWhere Jim Cramer stands on CrowdStrike and Broadcom ahead of earningsWed, Jun 3rd 2026TechMeta is trying to sell AI agents to businesses in latest push to diversify away from adsWed, Jun 3rd 2026TechPalo Alto Networks tops earnings as AI fuels cybersecurity urgencyTue, Jun 2nd 2026The ExchangeSoftware’s run higher isn’t over but may need consolidation, says BTIG’s Jonathan KrinskyTue, Jun 2nd 2026TechAnthropic expands Mythos to 150 additional organizations, more than 15 countriesTue, Jun 2nd 2026TechMicrosoft and Google are late to AI coding, but ‘absolutely critical’ they compete Mon, Jun 1st 2026watch nowwatch nowVIDEO04:09Closing BellSoftware businesses showed they are extremely healthy this earnings season, says Box CEO Aaron LevieMon, Jun 1st 2026watch nowwatch nowVIDEO05:22The ExchangeSoftware sector still not out of the woods, says Deepwater’s Gene MunsterMon, Jun 1st 2026AI AgeAnthropic confidentially files for IPO, prepping Wall Street for landmark AI dealMon, Jun 1st 2026Europe MarketsArm, IBM and HPE soar; Nvidia chip update extends software rallyTue, Jun 2nd 2026Inside IndiaNvidia’s CUDA software ecosystem will be a key driver in company’s future growthMon, Jun 1st 2026TechSoftware stocks wrap up best month since 2001 as talk of ‘SaaSpocalypse’ subsidesFri, May 29th 2026TechTokens or humans? the new corporate trade-offSat, May 30th 2026TechSentinelOne drops 8% as cyber firm slashes headcount to boost AI investmentsFri, May 29th 2026Squawk Box AsiaMany memory chip stocks are priced beyond perfection and a ‘dicey game’: BairdFri, May 29th 2026PoliticsMichael Dell courted Trump early. His company has reaped rewardsFri, May 29th 2026TechCheckMarkets show software companies partnered with AI giants are in favorThu, May 28th 2026Morning MeetingJim Cramer says to buy these two stocks — including one with nearly 20% upsideThu, May 28th 2026AI AgeSnowflake surges 36% for best day ever on AI frenzy, fueling software rallyThu, May 28th 2026Mad MoneySalesforce CEO Marc Benioff outlines his plan to turn around his struggling stockWed, May 27th 2026Mad MoneyJim Cramer says ask yourself this question when looking for AI winners to buyWed, May 27th 2026PoliticsDell wins a $9.7 billion Pentagon software deal after donating to Trump accountsThu, May 28th 2026Closing Bell: OvertimeTech trade is ‘very stretched’ to the upside, says Vital Knowledge’s Adam CrisafulliWed, May 27th 2026

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