More than 50% of enterprise software could switch to AI, Mistral CEO says
Software stocks have sold off on fears AI could eat into so-called software as a service, or SaaS, business models.
CNBC’s UK Exchange newsletter: The billion-dollar takeover of one of London’s oldest asset managers won’t be forgotten
The loss of one of the Square Mile’s bastions of banking marks the start of a new era for the City.
JPMorgan prefers international stocks to America’s — here’s where it sees opportunities beyond Wall Street
A strategy team at the investment bank said in a note to clients that they prefer international stocks to those listed in the United States.
Germany’s long-awaited fiscal stimulus is finally here — but there’s a defense spending catch, says Goldman Sachs
Germany’s defense spending is set to surge this year, but the country may not execute on its “ambitious” budget target, Goldman’s analyst said.
‘A matter of national survival’: European governments on how they’re accelerating digital sovereignty as geopolitical tensions ramp up
The region’s reliance on U.S. systems has come under scrutiny as its relationship with the Donald Trump administration has become strained.
CNBC’s The China Connection newsletter: Businesses scramble to reach China’s growing experiences economy
From a new theme park to business partnerships, companies are trying new ways to reach China’s consumer ahead of the Lunar New Year.
Nvidia is partnering with major Indian VC firms in search for the country’s next AI start-ups
Nvidia is expanding its partnerships in India, including with venture capital firms, as it bets on the country’s AI ecosystem that has drawn massive Big Tech investments.
IMF urges Japan to keep raising rates, avoid reducing sales tax
The recommendation came as dovish Prime Minister Sanae Takaichi’s landslide election win heightens market attention to whether she will push back against further rate hikes.
Japan exports growth surges to over 3-year high, up nearly 17% in January, as shipments to China soar
Value of exports to China, Japan’s largest trading partner, jumped 32%, after rising 5.6% in December.
Stock futures are little changed as traders await Fed meeting minutes: Live updates
The major averages posted slim gains on Tuesday, kicking off a holiday-shortened week.
