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Software earnings vs. AI disruption
Melius' Ben Reitzes on how AI is eating software stocks
US software stocks climb after Anthropic announcement
OpenAI vs. Anthropic, the AI shift that's rattling software stocks and AI Super bowl commercials
AI's impact on software stock prices is overdone, says Yardeni Research's Ed Yardeni
Software stocks will rebound from AI scare, says D.A. Davidson's Gil Luria
OpenAI begins to threaten software stocks
Markets show software companies partnered with AI giants are in favor
Megacap tech stocks sells off as AI spending outpaces revenue growth
AI Weekly: OpenAI Nvidia tensions Wild week for AI stock
One investor that isn't bullish on legacy software stocks, Superhuman CEO talks AI and Grammarly
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Last Updated: November 6, 2026
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Summary
CNBC's Seema Mody looks at the sharp selloff in CNBC's Deirdre Bosa reports on news regarding Ben Reitzes, head of technology research at Melius Research, joins 'Money Movers' to discuss Ed Yardeni, Yardeni Research president, joins 'Closing Bell' to discuss his thoughts on the tech trade, the market's standings and ... Gil Luria, D.A. Davidson & Co. managing director, joins 'Fast Money' to talk why he believes the CNBC's Seema Mody reports on news regarding OpenAI. For access to live and exclusive video from CNBC to CNBC ... From possible tensions between OpenAI and Nvidia to a wild week for Yahoo Finance Executive Editor Brian Sozzi breaks down the latest market news for February 10, 2026. Eric Jackson, founder and ...
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