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Articles from www.cnbc.com
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Alex Karp says Palantir's enterprise customers are “unhappy” with how the frontier labs are operating, believing the labs only care about tokenmaxxing
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25 days ago
CrowdStrike: Chinese entities accounted for 58%+ of state-sponsored cyberattacks aimed at tech companies, especially AI assets, over the 12 months to March 31
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www.cnbc.com
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25 days ago
China
AI
Asset
Edge Markets, which provides banking tools for gambling and prediction markets, including real-time payments on Kalshi, raised a $29.2M Series A led by CoinFund
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www.cnbc.com
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25 days ago
In an interview, Perplexity CEO Aravind Srinivas says that the company is planning its IPO for 2028, regardless of how well the IPOs for Anthropic and OpenAI go
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www.cnbc.com
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26 days ago
IPO
Interview
Google and Nvidia are helping Apple with Apple Foundation Model Cloud Pro, which Apple says is comparable to Gemini frontier models and runs on Nvidia GPUs
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www.cnbc.com
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26 days ago
Google
Apple
Nvidia
OpenAI confidentially files for an IPO, says it has “not decided on timing yet”, as “there are things we want to do that are likely easier as a private company”
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www.cnbc.com
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26 days ago
IPO
A federal judge blocks President Trump's policy imposing a $100,000 fee for employer H-1B visa applications
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www.cnbc.com
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27 days ago
Trump
H1B
Amazon announces a multiyear, multibillion-dollar deal with Corning to produce optical fiber for its US data centers; Corning shares jump 8%+
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www.cnbc.com
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27 days ago
Amazon
Marvell and Flex, a contract manufacturer for electronics, will join the S&P 500; MRVL jumps 6%+ after hours after closing down 16.74% amid a broader sell-off
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29 days ago
Source: OpenAI and White House are discussing a government stake in the company, to seed something like the “Public Wealth Fund” that OpenAI outlined earlier
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29 days ago
Bitcoin falls below $60K, its lowest level since October 2024, amid a record streak of bitcoin ETF outflows following Strategy's bitcoin sale
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29 days ago
Bitcoin
ETF
OpenAI confirms it will follow President Trump's EO that asks AI companies to allow the US government to assess their models' capabilities before release
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30 days ago
Trump
AI
Quantinuum closed up 0.63% in its Nasdaq debut on Thursday, with a market value of $15.7B, after raising $1.68B in an upsized IPO
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www.cnbc.com
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30 days ago
IPO
Supabase, which provides backend tools for building AI apps, raised a $500M Series F led by GIC at a $10B pre-money valuation, up from $5B in October 2025
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2026-6-5
AI
CrowdStrike reports Q1 revenue up 26% YoY to $1.39B, vs. $1.36B est., and forecasts Q2 revenue of about $1.44B, vs. $1.43B est.; CRWD drops 9%+ after hours
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2026-6-4
Palo Alto Networks reports Q3 revenue up 31% YoY to $3B, including $388M from CyberArk and Chronosphere, vs. $2.94B est., and forecasts Q4 revenue above est.
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2026-6-3
4Q
Marvell shares closed up 32.52% on Tuesday after Jensen Huang hailed the chipmaker as the “next trillion-dollar company” at Computex
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www.cnbc.com
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2026-6-3
CFTC chair Michael Selig says Gemini was the victim of Biden-era political targeting, a week after the CFTC motioned to vacate a 2025 order against the exchange
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2026-6-3
CFTC
An interview with Sam Altman on OpenAI's massive Stargate data center project in Saline, Michigan, coding models being the biggest driver of AI demand, and more
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2026-6-2
Interview
AI
Startups from the pre-ChatGPT era face a reckoning in private markets; PitchBook: half of US unicorns haven't raised in three years, 220+ are “fallen unicorns”
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2026-6-2
Startup
Runway, the AI startup most recently valued at $5.3B, plans to make London its European headquarters and invest $200M+ into the UK's AI ecosystem by 2028 end
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2026-6-1
Europe
Startup
AI
London
Jensen Huang says Microsoft and Nvidia will “reinvent the PC”, starting with 30+ laptops and 10 desktops coming in the fall from Dell, HP, Lenovo, and others
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2026-6-1
Microsoft
Nvidia
Lenovo
The DOD's $9.7B contract with Dell has raised eyebrows as a potential payback for Michael and Susan Dell's $6.25B donation to 25M US children's Trump Accounts
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2026-5-30
Trump
SentinelOne's stock closes down 8% after the company announced plans to lay off 8% of its workforce and forecasted Q2 and FY revenue guidance below estimates
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www.cnbc.com
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2026-5-30
Dell stock closed up 32.81%, its best day ever, after reporting its fastest pace of revenue growth for any period since returning to the public market in 2018
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www.cnbc.com
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2026-5-30
Okta reports Q1 revenue up 11% YoY to $765M, vs. $752M est., says the agentic AI build-out is spiking demand for its identity tools; OKTA jumps 7%+ after hours
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www.cnbc.com
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2026-5-29
AI
Dell reports Q1 revenue up 88% YoY to $43.84B, vs. $35.43B est., and forecasts FY 2027 revenue above estimates; DELL jumps 15%+ after hours
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www.cnbc.com
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2026-5-29
Snowflake stock closed up 36% on Thursday, its best day ever, after the company boosted guidance and announced an AI compute deal with Amazon
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2026-5-29
Amazon
AI
Israel-based web development company Wix is cutting 20% of its workforce, citing the “fast evolution of AI capabilities” and currency exchange rate difficulties
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www.cnbc.com
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2026-5-28
Israel
AI
Mark Zuckerberg tells shareholders that a Meta cloud computing business is “definitely on the table” if it overspends on data centers and has excess capacity
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www.cnbc.com
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2026-5-28
Zuckerberg
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