Articles from www.cnbc.com

Articles from www.cnbc.com

Cadence shares closed up 7.6% on Wednesday after the chip design company reported Q4 revenue up ~6% to $1.44B and adjusted EPS of $1.99, both above estimates (www.cnbc.com)
14 hours ago 4Q

DoorDash reports Q4 revenue up 38% YoY to $3.96B, vs. $3.99B est., total orders up 32% to 903M, and forecasts Q1 adjusted EBITDA below estimates (www.cnbc.com)
15 hours ago 4Q

Figma reports Q4 revenue up 40% YoY to $303.8M, vs. $293.15M est., and forecasts Q1 revenue above estimates; FIG jumps 15%+ after hours (www.cnbc.com)
16 hours ago 4Q

Social media addiction trial: Mark Zuckerberg says increasing engagement on Instagram is not a company goal and that Meta removes underage users it identifies (www.cnbc.com)
17 hours ago Instagram Zuckerberg

Nvidia says it is working with Peak XV and other VC firms in India to fund AI startups; over 4,000 Indian AI startups have joined its global startup program (www.cnbc.com)
1 day ago India Startup AI Nvidia

Amazon shares close up 1.2%, snapping a nine-day slide that wiped out $450B+ in market valuation over concerns about Amazon's plan to spend $200B in 2026 capex (www.cnbc.com)
1 day ago Amazon

Figma and Anthropic partner to launch Code to Canvas, letting users import code generated in Claude Code directly into Figma as editable designs (www.cnbc.com)
1 day ago

Render, which is positioning itself as an alternative to Salesforce-owned Heroku, raised $100M at a $1.5B valuation, says 4.5M+ developers use its tools (www.cnbc.com)
1 day ago Salesforce

Sensor Tower: TikTok's US DAUs are at ~95% of the week of Jan. 19, with engagement metrics showing little sign of a mass exodus since its Jan. 23 US takeover (www.cnbc.com)
3 days ago Sensor

BNP Paribas analysis: Anthropic saw visits to its site jump 6.5% after its Super Bowl ad and DAUs jump 11% post-game, outperforming other AI companies (www.cnbc.com)
5 days ago AI

February investor memo: Cohere hit ~$240M in ARR in 2025, above its $200M target, with QoQ growth of 50%+ and average gross margins of ~70% throughout the year (www.cnbc.com)
5 days ago

Baidu plans to let users access OpenClaw via its search app and integrate OpenClaw's capabilities into its e-commerce business and other services (www.cnbc.com)
6 days ago

Apple's stock dropped 5% on Thursday, its worst day since April, following FTC scrutiny of Apple News and reports about delays with Siri (www.cnbc.com)
6 days ago Apple

Instacart reports Q4 revenue up 12% YoY to $992M vs. $974M est., gross transaction value up 14% to $9.85B, gives strong Q1 guidance; CART jumps 14%+ after hours (www.cnbc.com)
6 days ago 4Q

Pinterest reports Q4 revenue up 14% YoY to $1.32B, vs. $1.33B est., MAUs up 12% to 619M, and forecasts Q1 revenue below estimates; PINS drops 17%+ after hours (www.cnbc.com)
6 days ago 4Q

Airbnb reports Q4 revenue up 12% YoY to $2.78B, vs. $2.72B est., Nights and Seats Booked up 10% to 121.9M, and forecasts Q1 revenue above estimates (www.cnbc.com)
6 days ago Airbnb 4Q

Cisco stock falls 12%+ as rising memory prices put pressure on the networking company's margins; it is the stock's worst day since 2022 (www.cnbc.com)
6 days ago Cisco

Anthropic says its run-rate revenue hit $14B, growing over 10x annually in the past three years, and Claude Code's run-rate revenue hit $2.5B (www.cnbc.com)
6 days ago

Waymo begins deploying its next-gen Ojai robotaxis, which it says can better navigate in harsh weather, starting with employees and their guests in SF and LA (www.cnbc.com)
6 days ago

Dutch payments company Adyen reports H2 2025 net revenue up 17% YoY to €1.27B and forecasts 2026 net revenue growth at 20%-22%, vs 22.8% est.; ADYEN falls 15%+ (www.cnbc.com)
7 days ago Netherlands

SoftBank Group reports Q3 net profit of $1.6B after its Vision Fund posted a $2.4B gain, as a jump in the value of its OpenAI investment helped offset losses (www.cnbc.com)
7 days ago

Hong Kong-listed Zhipu AI surged 30% after releasing its GLM-5, an open-source LLM with enhanced coding capabilities and long-running agent tasks (www.cnbc.com)
7 days ago Hong Kong AI

Cisco reports Q2 revenue up 10% YoY to $15.35B, vs. $15.12B est., and forecasts Q3 adjusted EPS only in line with estimates; CSCO drops 7%+ after hours (www.cnbc.com)
7 days ago Cisco

Elon Musk announces an xAI reorganization that “required parting ways with some people”, after two xAI co-founders announced they were leaving this week (www.cnbc.com)
7 days ago Elon Musk

EssilorLuxottica says it sold over 7M Meta AI glasses in 2025, up from the 2M that the company sold in 2023 and 2024 combined (www.cnbc.com)
7 days ago AI

Meta launches an AI feature that lets Threads users temporarily personalize their feed by specifying topics in a public post that begins with “Dear Algo” (www.cnbc.com)
7 days ago AI

Anthropic CCO Paul Smith says the company is focused on “growing revenue” rather than making “flashy headlines”, calls the market selloff “hyperbole”, and more (www.cnbc.com)
8 days ago

Lyft launches teen accounts in the US more than two years after Uber, with safety features such as PIN verification, real-time tracking, and audio recordings (www.cnbc.com)
9 days ago Uber

Shares of Monday.com plunge 20%+ after the company issued weak Q1 guidance, as it battles rising pressure from agentic AI tools (www.cnbc.com)
9 days ago AI

Databricks raised $5B in funding and $2B in new debt at a $134B valuation and says its annualized revenue exceeded $5.4B for the January quarter, up 65% YoY (www.cnbc.com)
9 days ago

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