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AI disruption fears rock software stocks again. How Jim Cramer is navigating the sell-off

  • Paulina Likos
  • Published date: 2026-02-03 23:40:47

CNBC's Jim Cramer said the sell-off in software reflects a shift in how investors value future growth rather than a collapse in earnings.

CNBC's Jim Cramer said Thursday that investors need to tread carefully in the wake of another brutal day of selling in software stocks. The market's fear around artificial intelligence-driven disru… [+2381 chars]

AMD beats expectations but guidance fails to excite investors and stock falls

  • Mike Wheatley
  • Published date: 2026-02-03 23:33:26

Advanced Micro Devices Inc. easily beat Wall Street’s expectations in its latest financial results, but although it offered a bullish forecast for the current quarter, it still disappointed some analysts who were expecting the chipmaker to show even stronger …

Advanced Micro Devices Inc. easily beat Wall Streets expectations in its latest financial results, but although it offered a bullish forecast for the current quarter, it still disappointed some analy… [+5361 chars]

News 2/4/26

  • Jennifer
  • Published date: 2026-02-03 23:28:47

Top News Tenet Healthcare regains full ownership of subsidiary Conifer ...

Top News Tenet Healthcare regains full ownership of subsidiary Conifer Health Solutions by unwinding its joint venture with CommonSpirit Health. Conifer will pay $540 million to redeem CommonSpirit… [+9198 chars]

AMD CEO Tips 2027 Launch for Next-Gen Xbox

  • Michael Kan
  • Published date: 2026-02-03 23:12:57

Development of a new console with an AMD semi-custom SoC is 'progressing well,' Lisa Su says on an earnings call. Did AMD’s CEO just spill the beans on when the next-generation Xbox will launch? In an earnings call on Tuesday, Lisa Su appeared to casually dro…

I've been a journalist for over 15 years. I got my start as a schools and cities reporter in Kansas City and joined PCMag in 2017, where I cover satellite internet services, cybersecurity, PC hardwar… [+1242 chars]

AMD CEO Tips 2027 Launch for Next-Gen Xbox

  • Michael Kan
  • Published date: 2026-02-03 23:12:57

Development of a new console with an AMD semi-custom SoC is 'progressing well,' Lisa Su says on an earnings call. Did AMD’s CEO just spill the beans on when the next-generation Xbox will launch? In an earnings call on Tuesday, Lisa Su appeared to casually dro…

I've been a journalist for over 15 years. I got my start as a schools and cities reporter in Kansas City and joined PCMag in 2017, where I cover satellite internet services, cybersecurity, PC hardwar… [+1242 chars]

AI startup Phylo nabs $13.5M for its ‘integrated biology environment’

  • Maria Deutscher
  • Published date: 2026-02-03 23:07:49

Biology software developer Phylo Inc. today announced that it has raised $13.5 million in seed funding. Andreessen Horowitz led the round with Anthology Fund, a $100 million investment vehicle created last in 2024 by Menlo Ventures and Anthropic PBC. Zetta, C…

Biology software developer Phylo Inc. today announced that it has raised $13.5 million in seed funding. Andreessen Horowitz led the round with Anthology Fund, a $100 million investment vehicle creat… [+4510 chars]

Silicon Motion Announces Results for the Fourth Quarter and Year Ended December 31, 2025

  • Silicon Motion Technology Corporation.
  • Published date: 2026-02-03 23:00:00

Business Highlights Fourth quarter of 2025 sales increased 15% Q/Q and increased 46% Y/Y SSD controller sales: 4Q of 2025 increased 25% to 30% Q/Q and...

Business Highlights <ul><li>Fourth quarter of 2025 sales increased 15% Q/Q and increased 46% Y/Y <ul><li>SSD controller sales: 4Q of 2025 increased 25% to 30% Q/Q and increased 35% to 40% Y/Y</li><l… [+41368 chars]

More companies are pointing to AI as they lay off employees

  • Mary Cunningham
  • Published date: 2026-02-03 22:47:54

Although economists have generally downplayed the impact of artificial intelligence on jobs, some employers are highlighting their adoption of AI.

When Pinterest and Dow announced layoffs last month, they attributed the job cuts in part to a shift to artificial intelligence — a sign that some employers are stepping up their investment in AI as … [+5408 chars]

Orion Security raises $32 million to advance autonomous data loss prevention

  • Duncan Riley
  • Published date: 2026-02-03 22:45:25

Contextual data security startup Orion Security Ltd. announced today that it had raised $32 million in new funding for platform development, go-to-market operations and to expand its autonomous security agents. Founded in 2024, Orion prevents data exfiltratio…

Contextual data security startup Orion Security Ltd. announced today that it had raised $32 million in new funding for platform development, go-to-market operations and to expand its autonomous secur… [+4007 chars]

Top 5 Takeaways to Find Yourself in the Future of Data Science

  • Beth Bezaire Oommen
  • Published date: 2026-02-03 22:28:27

If you’ve ever thought that a career in data science was out of your reach or "too technical," you’ll definitely want to watch this session.

I just finished listening to the latest episode of our Find Yourself in the Future series, and I have to tell youif youve ever thought that a career in data science was out of your reach or “too tech… [+4754 chars]

DBII, Notepad++, Covenant, Fancy Bear, CTFs, Firefox, AI Slop, Josh Marpet, and More - SWN #552

  • None
  • Published date: 2026-02-03 22:00:00

DBII, Notepad++, Covenant, Fancy Bear, CTFs, Firefox, AI Slop, Josh Marpet, and More on the Security Weekly News. Visit https://www.securityweekly.com/swn for all the latest episodes! Show Notes: https://securityweekly.com/swn-552

Welcome to the Security Weekly Podcast Network, your all-in-one source for the latest in cybersecurity! This feed features a diverse lineup of shows, including Application Security Weekly, Business S… [+454 chars]

John Zettler: 2026 will be the year of DeFi vaults, infrastructure is primed for explosive growth, and liquidity preferences are key to optimizing yield | Empire

  • Editorial Team
  • Published date: 2026-02-03 21:59:52

DeFi vaults are set for explosive growth by 2026, reshaping how institutions manage digital assets. The post John Zettler: 2026 will be the year of DeFi vaults, infrastructure is primed for explosive growth, and liquidity preferences are key to optimizing yie…

DeFi vaults are set for explosive growth by 2026, reshaping how institutions manage digital assets. Key takeaways <ul><li>2026 is projected to be a pivotal year for DeFi vaults, with significant gro… [+17895 chars]

When AI Bots Form Their Own Social Network: Inside Moltbook's Wild Start

  • Macy Meyer
  • Published date: 2026-02-03 21:49:10

On Moltbook, bots have formed communities, invented their own inside jokes, cultural references and even formed a parody religion. Or have they?

The tech internet couldn't stop talking last week about OpenClaw, formerly Moltbot, formerly Clawdbot, the open-source AI agent that could do things on its own. That is, if you wanted to take the sec… [+6350 chars]

Senator says AT&T and Verizon blocked release of Salt Typhoon security reports

  • David DiMolfetta
  • Published date: 2026-02-03 21:46:00

“AT&T and Verizon apparently intervened” to block a major cyber intelligence firm from sending documentation about the telecom hackers, Sen. Maria Cantwell wrote in a letter.

Sen. Maria Cantwell, D-Wash., said Tuesday that Verizon and AT&amp;T are preventing the release of documents tied to Salt Typhoon, a Chinese cyber collective that infiltrated U.S. telecom networks an… [+2376 chars]

Trump's call to 'nationalize' elections draws furious pushback from Democrats

  • None
  • Published date: 2026-02-03 21:33:45

President Donald Trump’s call for Republicans to &quot;nationalize&quot; elections drew pushback on Tuesday from lawmakers, including from a few Republicans, as Democrats voiced fresh concern that he intends to interfere with the November midterms that will d…

President Donald Trumps call for Republicans to "nationalize" elections drew pushback on Tuesday from lawmakers, including from a few Republicans, as Democrats voiced fresh concern that he intends to… [+5316 chars]

Step Finance says compromised execs' devices led to $40M crypto theft

  • Bill Toulas
  • Published date: 2026-02-03 21:33:23

Step Finance announced that it lost $40 million worth of digital assets after hackers compromised devices belonging to the company's team of executives. [...]

Step Finance announced that it lost $40 million worth of digital assets after hackers compromised devices belonging to the company's team of executives. The platform detected the breach on January 3… [+2733 chars]

Weatherford Announces Fourth Quarter and Full Year 2025 Results

  • Weatherford International, LLC
  • Published date: 2026-02-03 21:30:00

*Non-GAAP - refer to the section titled Non-GAAP Financial Measures Defined and GAAP to Non-GAAP Financial Measures Reconciled HOUSTON, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Weatherford International plc (NASDAQ: WFRD) (“Weatherford” or the “Company”) announced t…

<ul><li>Fourth quarter revenue of $1,289 million increased 5% sequentially and decreased 4% year-over-year; full year revenue of $4,918 million decreased 11% from prior year</li><li>Fourth quarter op… [+72749 chars]

Brandywine Realty Trust Announces Fourth Quarter, Full Year 2025 Results and Initiates 2026 Guidance

  • Brandywine Realty Trust
  • Published date: 2026-02-03 21:15:00

PHILADELPHIA, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Brandywine Realty Trust (NYSE:BDN) today reported its financial and operating results for the three and twelve-month periods ended December 31, 2025.

PHILADELPHIA, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Brandywine Realty Trust (NYSE:BDN) today reported its financial and operating results for the three and twelve-month periods ended December 31, 2025. … [+56511 chars]

AI info-sharing center is in development, CISA official says

  • David DiMolfetta
  • Published date: 2026-02-03 21:08:00

CISA’s Nick Andersen told reporters that he didn’t know of a completion timeline, but talks were ongoing across government and industry.

An ongoing policy dialogue between stakeholders is the latest update in the development of a cyber intelligence-sharing body focused on AI security that the White House ordered last year, a top Cyber… [+2006 chars]

U.S. CISA adds SolarWinds Web Help Desk, Sangoma FreePBX, and GitLab flaws to its Known Exploited Vulnerabilities catalog

  • Pierluigi Paganini
  • Published date: 2026-02-03 21:06:49

U.S. Cybersecurity and Infrastructure Security Agency (CISA) adds SolarWinds Web Help Desk, Sangoma FreePBX, and GitLab flaws to its Known Exploited Vulnerabilities catalog. The U.S. Cybersecurity and Infrastructure Security Agency (CISA) added SolarWinds Web…

U.S. CISA adds SolarWinds Web Help Desk, Sangoma FreePBX, and GitLab flaws to its Known Exploited Vulnerabilities catalog The U.S. Cybersecurity and Infrastructure Security Agency (CISA) added Solar… [+3263 chars]

Varonis Announces Fourth Quarter 2025 and Full-Year 2025 Financial Results

  • Varonis Systems, Inc.
  • Published date: 2026-02-03 21:05:00

Annual recurring revenues increased 16% year-over-yearSaaS ARR, excluding conversions increased 32% year-over-yearSaaS ARR as a percentage of total ARR was approximately 86%Year-to-date cash from operations generated $147.4 million vs. $115.2 million last yea…

Annual recurring revenues increased 16% year-over-yearSaaS ARR, excluding conversions increased 32% year-over-yearSaaS ARR as a percentage of total ARR was approximately 86%Year-to-date cash from ope… [+46716 chars]

Varonis to Acquire AllTrue.ai to Manage and Secure AI Across the Enterprise

  • Varonis Systems, Inc.
  • Published date: 2026-02-03 21:05:00

Varonis, the leader in data security, announced it is acquiring AllTrue.ai, an AI Trust, Risk, and Security Management (AI TRiSM) company....

MIAMI, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (NASDAQ: VRNS), the leader in data security, today announced it is acquiring AllTrue.ai, an AI Trust, Risk, and Security Management (AI … [+3548 chars]

PayPal appoints HP boss Enrique Lores as CEO after disappointing quarter

  • Maria Deutscher
  • Published date: 2026-02-03 21:04:53

PayPal Holdings Inc. today appointed long-time technology executive Enrique Lores as its new chief executive officer. Lores previously held the same role at HP Inc., which he joined in 1989 as an intern. The personal computer and printer maker said director B…

PayPal Holdings Inc. today appointed long-time technology executive Enrique Lores as its new chief executive officer. Lores previously held the same role at HP Inc., which he joined in 1989 as an in… [+3861 chars]

John Zettler: 2026 will be pivotal for DeFi vaults, traditional asset managers will struggle to compete, and liquidity is fundamentally tied to yield | Empire

  • Editorial Team
  • Published date: 2026-02-03 20:45:20

DeFi vaults are set to revolutionize finance by 2026, attracting institutional players with new compliance tools. The post John Zettler: 2026 will be pivotal for DeFi vaults, traditional asset managers will struggle to compete, and liquidity is fundamentally …

DeFi vaults are set to revolutionize finance by 2026, attracting institutional players with new compliance tools. Key Takeaways <ul><li>2026 is expected to be a pivotal year for DeFi vaults, with si… [+11640 chars]

Moltbook is scary—but not for the reasons so many headlines said

  • Jeremy Kahn
  • Published date: 2026-02-03 20:25:41

It is people's devil-may-care attitude to the risk of AI agents that ought to really frighten us.

Hello and welcome to Eye on AI. In this editionwhy you really should be worried about MoltbookOpenAI eyes an IPOElon Musk merges SpaceX and xAINovices dont benefit as much from AI as people thinkand … [+12037 chars]