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Feb 18, 2026 • 4 min

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.

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CNBC Finance

Feb 18, 2026 • 6 min

‘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.

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CNBC Finance

Feb 18, 2026 • 4 min

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.

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CNBC Finance

Feb 18, 2026 • 1 min

FirstFT: Lagarde to step down early as ECB head

Also in today’s newsletter: Eni’s return to oil trading and UK defence spending

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Financial Times (FT)

Feb 18, 2026 • 1 min

US and Japan unveil first mega-projects under $550bn trade deal

Oil, natural gas and synthetic diamond facilities worth a combined $36bn mark crucial progress on pledged financing

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Financial Times (FT)

Feb 18, 2026 • 1 min

Europe’s creaking carbon tax is in need of repair

The emissions trading system has been a success so far but the next phase will be harder to pull off

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Financial Times (FT)

Feb 18, 2026 • 1 min

The link between material and moral flourishing is real

Two decades after he wrote it, an economics professor’s thesis is still one of this century’s most prescient

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Financial Times (FT)

Feb 18, 2026 • 6 min

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.

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CNBC Finance

Feb 18, 2026 • 3 min

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.

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CNBC Finance

Feb 18, 2026 • 8 min

We cut our Palo Alto price target, but view the post-earnings drop as an opportunity

With noise around guidance, investors are better served focusing on the qualitative commentary regarding the impact of AI on business.

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CNBC Finance

Feb 18, 2026 • 3 min

Japan exports growth surges to over 3-year high, up nearly 17% in January, as shipments to China surge

Value of exports to China, Japan's largest trading partner, jumped 32%, after rising 5.6% in December.

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CNBC Finance

Feb 17, 2026 • 4 min

Tesla adding Grok AI chatbot to its cars in the UK, Europe amid regulatory probes

The embattled xAI Grok chatbot is coming to Tesla EVs in the U.K. and Europe.

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CNBC Finance