Tech

Jefferies says Alphabet’s spending plans are great for Broadcom. The analyst sees a 60% surge

Jefferies believes that Broadcom has an edge over rival MediaTek in supplying Alphabet’s next two major chip generations.

Anthropic launches Claude Opus 4.6 as AI moves toward a 'vibe working' era

Anthropic's latest AI model is better at coding, sustaining tasks for longer and creating high-quality professional work.

Dan Ives names 5 stocks to buy amid software 'Armageddon'

Wedbush analyst Dan Ives thinks there are still winners to be found among software stocks despite the recent sell-off.

How exposed are software stocks to AI tools? We put vibe-coding to the test

How real is the AI threat to software companies? CNBC put it to the test by vibe-coding a Monday.com replacement.

This software ETF is in freefall. How to catch the bottom using charts

The iShares Expanded Tech-Software Sector ETF (IGV) is about to notch its eighth losing day, but there’s a right way and a wrong way to play a potential bounce.

Alphabet shares close flat after earnings beat. Here's what's happening

Alphabet shares closed flat on Thursday after the company said it would hugely increase its AI spending in 2026.