Articles from www.cnbc.com

Articles from www.cnbc.com

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)
2026-2-12

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)
2026-2-10 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)
2026-2-10 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)
2026-2-10

Workday announces CEO Carl Eschenbach is stepping down and will be replaced by the company's co-founder, Aneel Bhusri, effective immediately; WDAY drops 8%+ (www.cnbc.com)
2026-2-10

Internal memo: Sam Altman tells staff that ChatGPT is “back to exceeding 10% monthly growth”, and OpenAI plans to release “an updated Chat model” this week (www.cnbc.com)
2026-2-10

Nvidia stock closes up 7.87% after Jensen Huang said the tech industry's surging capex for AI infrastructure is justified, appropriate, and sustainable (www.cnbc.com)
2026-2-7 AI Nvidia

Goldman Sachs says it has been working with Anthropic on AI agents to automate a growing number of roles at the bank, including client vetting and onboarding (www.cnbc.com)
2026-2-6 AI Goldman

Reddit reports Q4 revenue up 70% YoY to $726M, vs. $665M est., DAUq up 19% to 121.4M, above est., forecasts Q1 revenue above est., announces a $1B share buyback (www.cnbc.com)
2026-2-6 4Q Reddit

Amazon reports Q4 AWS revenue up 24% YoY to $35.6B, vs. $34.9B est., AWS operating income up 17% YoY to $12.5B, and boosts capex in 2026 to $200B (www.cnbc.com)
2026-2-6 Amazon 4Q

Sony reports Q3 revenue up 1% YoY to ~$23.68B, vs. ~$23.53B est., operating profit up 22% to ~$3.28B, vs. ~$2.99B est., raises FY operating profit outlook 8% (www.cnbc.com)
2026-2-5 Sony

Andy Jassy taps Dharmesh Mehta, Amazon VP of worldwide selling partner services, as technical advisor, a “shadow” role often leading to greater responsibilities (www.cnbc.com)
2026-2-5 Amazon

Snap reports Q4 revenue up 10% YoY to $1.72B, vs. $1.7B est., DAUs up 5% to 474M, vs. 478M est., and announces a $500M share buyback; SNAP jumps 5%+ after hours (www.cnbc.com)
2026-2-5 4Q

Microsoft says cybersecurity head Charlie Bell will move into a position focused on engineering quality; Hayete Gallot will return from Google to run security (www.cnbc.com)
2026-2-5 Google Microsoft

KKR and Singtel agree to acquire the remaining 82% stake in data center operator STT GDC for ~$5.1B, giving the company an enterprise value of ~$10.86B (www.cnbc.com)
2026-2-4

Bitcoin dived below the $73,000 mark on Tuesday, hitting its lowest price since November 2024 as heavy selling resumes amid mounting geopolitical concerns (www.cnbc.com)
2026-2-4 Bitcoin

Nintendo reports Q3 revenue of $5.2B vs. $5.45B est., a net profit of $1.03B vs. $950M est., and maintains its 19M Switch 2 sales forecast for fiscal 2026 (www.cnbc.com)
2026-2-3 Nintendo

Palantir reports Q4 revenue up 70% YoY to $1.41B, vs. $1.33B est., and forecasts FY 2026 and Q1 revenue above estimates; PLTR jumps 6%+ after hours (www.cnbc.com)
2026-2-3 4Q

OpenAI plans to retire several models from ChatGPT on February 13, including GPT‑4o, GPT‑4.1, and o4-mini, saying only 0.1% of users still choose GPT-4o (www.cnbc.com)
2026-1-30

Apple reports Q1 revenue up 16% YoY to $143.76B, vs. $138.48B est., net income up 16% to $42.1B, and China net sales up 38% to $25.53B (www.cnbc.com)
2026-1-30 China Apple

Microsoft shares fell ~10% on Thursday following an earnings report that disappointed some investors, the stock's sharpest daily decline since March 2020 (www.cnbc.com)
2026-1-30 Microsoft

SK Hynix surpassed Samsung in annual operating profit for the first time in 2025; SK Hynix posted a record profit of ~$33B in 2025 while Samsung posted ~$30.5B (www.cnbc.com)
2026-1-29 Samsung

Samsung reports Q4 revenue up 24% YoY to ~$65.6B, vs. ~$65.28B est., and operating profit up 200%+ to ~$14.06B, driven by memory chip price surge and HBM demand (www.cnbc.com)
2026-1-29 Samsung 4Q

SK Hynix announces a new US-based “AI Company” from a restructuring of its California-based subsidiary Solidigm, and commits at least $10B to the new entity (www.cnbc.com)
2026-1-29 AI California

ServiceNow reports Q4 revenue up 20.5% YoY to $3.57B, vs. $3.53B est., and subscription revenue up 21% YoY to $3.47B; NOW drops ~3% after hours (www.cnbc.com)
2026-1-29 4Q

Meta reports Reality Labs Q4 revenue of $955M vs. $940.8M est. and a $6.02B operating loss vs. $5.67B est.; Reality Labs now has $75B+ in losses since late 2020 (www.cnbc.com)
2026-1-29 4Q

Crypto PAC Fairshake expanded its war chest to $193M by the end of last year, up from $141M in July; Ripple gave $25M, and a16z gave $24M in H2 2025 (www.cnbc.com)
2026-1-29

Outtake, which uses autonomous AI agents to help companies detect and remove cyberthreats, raised $40M led by Iconiq, after a $16.5M Series A in April 2025 (www.cnbc.com)
2026-1-29 AI

SK Hynix reports Q4 revenue up 66% YoY to $23B, above ~$22.4B est., and operating profit up 137% YoY to $13.3B, both company records, driven by AI HBM demand (www.cnbc.com)
2026-1-28 AI 4Q

ASML reports Q4 net sales of €9.7B, vs. €9.6B est., and €2.84B net profit, vs. €3.01B est., and says it expects China to account for 20% of its total 2026 sales (www.cnbc.com)
2026-1-28 China 4Q

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