Articles from www.cnbc.com

Articles from www.cnbc.com

Nintendo reports Q2 revenue of $3.7B, vs. ~$3B est., and net profit of ~$667M, vs. ~$412M est.; it now expects 19M Switch 2 sales by March 2026, up from 15M (www.cnbc.com)
2025-11-4 Nintendo

Palantir reports Q3 revenue up 63% YoY to $1.18B, vs. $1.09B est., US government revenue up 52% to $486M, and forecasts Q4 revenue above estimates (www.cnbc.com)
2025-11-4 4Q

Lambda announces a multibillion-dollar agreement with Microsoft for AI infrastructure powered by Nvidia chips; the specific deal value was not disclosed (www.cnbc.com)
2025-11-4 Microsoft AI Nvidia

As part of the AWS deal, OpenAI says it will immediately begin running workloads on AWS infrastructure, tapping hundreds of thousands of Nvidia GPUs in the US (www.cnbc.com)
2025-11-4 Nvidia

MongoDB CEO Dev Ittycheria is stepping down after 11 years, replaced by Cloudflare President of Product & Engineering Chirantan Desai, effective November 10 (www.cnbc.com)
2025-11-4

Microsoft AI chief Mustafa Suleyman says only biological beings can be conscious and it “would be absurd to pursue research” about AI consciousness (www.cnbc.com)
2025-11-3 Microsoft AI

Baidu says its Apollo Go robotaxi hit 250,000 weekly orders globally as of October 31, matching Waymo's 250,000 weekly paid US rides reported in April 2025 (www.cnbc.com)
2025-11-3

Pony.ai becomes the first company to receive a citywide robotaxi permit for Shenzhen, allowing self-driving taxis to operate beyond pilot zones (www.cnbc.com)
2025-11-1 AI Shenzhen

Apple reports Q4 revenue up 8% YoY to $102.47B, vs. $102.24B est., net income up 86% to $27.5B, and FY 2025 revenue up 6% to $416.16B (www.cnbc.com)
2025-10-31 Apple 4Q

Netflix announces a 10-for-1 stock split, after its shares boomed over the last three years to above $1,000 a share (www.cnbc.com)
2025-10-31 Netflix

Reddit reports Q3 revenue up 68% YoY to $585M, vs. $546M est., and daily active uniques up 19% to 116M, vs. 114M est.; RDDT jumps 5%+ after hours (www.cnbc.com)
2025-10-31 Reddit

Amazon reports Q3 AWS revenue up 20% YoY to $33B, vs. $32.42B est., and AWS operating income up 9.5% YoY to $11.4B (www.cnbc.com)
2025-10-31 Amazon

Samsung reports Q3 revenue up 8.85% YoY to ~$60.5B, vs. ~$60.4B est., and operating profit up 32.9% YoY to ~$8.57B, vs. ~$7.9B est., more than doubling from Q2 (www.cnbc.com)
2025-10-30 Samsung

Microsoft's OpenAI investment resulted in a $3.1B hit to Q1 net income; Productivity and Business Processes revenue, with Office and LinkedIn, grew 17% to $33B (www.cnbc.com)
2025-10-30 Microsoft LinkedIn

Meta reports Reality Labs Q3 revenue of $470M vs. $316M est., and a $4.4B operating loss vs. $5.1B est.; Reality Labs has lost $70B+ since 2020 (www.cnbc.com)
2025-10-30

Alphabet reports Google Cloud Q3 revenue of $15.15B vs. $14.74B est., and raises 2025 capex forecast to $91B-$93B, after projecting $85B in July (www.cnbc.com)
2025-10-30 Google Alphabet

Microsoft 365 and Azure suffer outages; users report problems accessing sites and services, and the company says it is investigating (www.cnbc.com)
2025-10-30 Microsoft

Amazon opens Project Rainier, an $11B AI data center on 1,200 acres in Indiana that trains and runs Anthropic's AI models using 500K+ Amazon Trainium 2 chips (www.cnbc.com)
2025-10-30 Amazon AI

SK Hynix reports Q3 revenue up 39% YoY to $17.02B, vs. $17.22B est, operating profit up 62% YoY to $7.92B, a record, boosted by demand for its HBM chips for AI (www.cnbc.com)
2025-10-29 AI

Jensen Huang says its Blackwell GPUs are now in full production in Arizona, after being solely manufactured in Taiwan previously (www.cnbc.com)
2025-10-29 Taiwan

Securitize, a blockchain company that tokenizes investments, files to go public via a SPAC started by Cantor Fitzgerald, valuing Securitize at $1.25B pre-money (www.cnbc.com)
2025-10-29 Blockchain

Palo Alto Networks launches Cortex AgentiX, AI agents that can be deployed across various security vendor platforms to automate cybersecurity actions (www.cnbc.com)
2025-10-29 AI

Appfigures: between September 30 and October 18, OpenAI's Sora had 2.6M iOS downloads, above the Meta AI app, which had 1.1M; Sora is iOS- and invite-only (www.cnbc.com)
2025-10-28 IOS AI

PayPal CEO Alex Chriss says the company signed a deal with OpenAI to let shoppers use PayPal's digital wallet in ChatGPT to pay for items, starting in 2026 (www.cnbc.com)
2025-10-28

OpenAI urges the US to commit to building 100GW of new energy capacity each year to stay ahead of China in AI, and says “electrons are the new oil” (www.cnbc.com)
2025-10-28 China Energy AI

Filing: iRobot says its last potential buyer withdrew from the process and its financials remain dire, following Amazon abandoning a 2024 bid; IRBT drops 33%+ (www.cnbc.com)
2025-10-28 Amazon

Qualcomm unveils two AI chips, the AI200, set for 2026, and the AI250, planned for 2027, based on its Hexagon NPUs, and says Humain is the first customer (www.cnbc.com)
2025-10-28 AI

Mustafa Suleyman says Microsoft won't provide erotica AI services and that “other companies will build that”, after Sam Altman said ChatGPT would offer erotica (www.cnbc.com)
2025-10-24 Microsoft AI

Anthropic and Google announce their cloud partnership worth tens of billions of dollars, giving Anthropic access to 1M TPUs and 1GW of capacity in 2026 (www.cnbc.com)
2025-10-24 Google

Intel reports Q3 revenue up 3% YoY to $13.7B, vs. $13.2B est., and net income of $4.1B, vs. a net loss of $16.6B in Q3 2024; INTC jumps 5%+ after hours (www.cnbc.com)
2025-10-24 Intel

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