Articles from www.cnbc.com

Articles from www.cnbc.com

Trump says he canceled plans for a “surge” of National Guard to San Francisco after speaking to “great people like Jensen Huang, Marc Benioff, and others” (www.cnbc.com)
2025-10-24 Trump San Francisco

Super Micro's shares drop 5%+ after the server maker reports it expects $5B in Q1 revenue, down from its $6B to $7B guidance, due to “design win upgrades” (www.cnbc.com)
2025-10-24

Elon Musk says Tesla's AI5 chip will be made by Samsung in Texas and TSMC in Arizona, with the “oversupply” of chips not used by Tesla going to his data centers (www.cnbc.com)
2025-10-23 Samsung AI Tesla Elon Musk Texas

GM plans to roll out Google Gemini in its vehicles starting in 2026 and plans an advanced driver-assistance system with eyes-off driving capabilities in 2028 (www.cnbc.com)
2025-10-23 Google

Netflix reports Q3 revenue up 17% YoY to $11.51B, matching est., operating margin below est. due to Brazilian tax dispute expense; NFLX drops 5%+ after hours (www.cnbc.com)
2025-10-22 Tax Netflix Brazil

DraftKings acquires predictions platform Railbird as it prepares to launch its mobile platform DraftKings Predictions in the coming months (www.cnbc.com)
2025-10-22 Mobile

A US judge orders Mark Zuckerberg, Evan Spiegel, and Adam Mosseri to testify in the “first bellwether trial” over child social media safety, set for January (www.cnbc.com)
2025-10-22 Zuckerberg

Dario Amodei addresses “inaccurate claims” about Anthropic's policy stances after David Sacks said the “real issue” is “Anthropic's agenda to backdoor Woke AI” (www.cnbc.com)
2025-10-22 AI

AWS says service recovery “continues to improve” after an outage in its US-EAST-1 region, first reported at 3:11am ET, that took down numerous major websites (www.cnbc.com)
2025-10-21

Reid Hoffman calls Anthropic “one of the good guys” after David Sacks accused the company of running a “regulatory capture strategy based on fear-mongering” (www.cnbc.com)
2025-10-21

OpenAI says it will work with SAG-AFTRA, CAA, UTA, and others to crack down on Sora 2 deepfakes, following concerns from actor Bryan Cranston and SAG-AFTRA (www.cnbc.com)
2025-10-21

Anthropic announces Claude Life Sciences, a new offering for researchers that integrates Claude AI models with lab tools like Benchling to boost efficiency (www.cnbc.com)
2025-10-21 AI

A profile of Credo, which makes active electrical cables to connect AI servers and whose stock price has more than doubled this year, after soaring 245% in 2024 (www.cnbc.com)
2025-10-19 AI

Marc Benioff apologizes for saying Trump should send the National Guard to SF, says the comments were made out of “an abundance of caution” around Dreamforce (www.cnbc.com)
2025-10-18 Trump

Apple and Formula One announce a five-year US media rights deal for all races starting in 2026; sources: Apple is paying $140M/year, up from ESPN's ~$85M/year (www.cnbc.com)
2025-10-18 Apple

EssilorLuxottica stock jumps 10%+ after reporting Q3 revenue up 11.7% YoY to €6.9B, with wearables like Ray-Ban Meta contributing 4 percentage points to growth (www.cnbc.com)
2025-10-17 Ban

Microsoft to bring Copilot Actions, which can use apps to complete certain tasks on local files in Windows 11, to the Windows Insider Program and Copilot Labs (www.cnbc.com)
2025-10-17 Microsoft

Upgrade, which offers online loans and other financial services, raised $165M led by Neuberger Berman at a $7.3B valuation and is “12 to 18 months” from an IPO (www.cnbc.com)
2025-10-16 IPO

The US FCC announces proceedings to potentially bar Hong Kong telecom HKT and its subsidiaries from accessing domestic US networks, citing its ties to China (www.cnbc.com)
2025-10-16 China Hong Kong

The EU's aim to triple AI data center capacity over the next five to seven years sparks water scarcity concerns, especially in water-stressed Southern Europe (www.cnbc.com)
2025-10-16 Europe AI

Salesforce says it expects FY 2030 revenue of $60B+, vs. $58.37B est., excluding impact from the $8B pending acquisition of data management company Informatica (www.cnbc.com)
2025-10-16 Salesforce

Sam Altman says OpenAI is “not the elected moral police of the world” after receiving backlash for saying ChatGPT will allow “erotica for verified adults” (www.cnbc.com)
2025-10-16

ASML reports Q3 net sales of €7.5B, v. €7.7B est., and €2.12B net profit, v. €2.11B est., warning that it expects China sales to decline “significantly” in 2026 (www.cnbc.com)
2025-10-15 China

OpenAI forms the Expert Council on Well-Being and AI, with eight experts to help guide OpenAI's work on ChatGPT and Sora (www.cnbc.com)
2025-10-15 AI

The US DOJ seizes ~$15B in bitcoin from a man who oversaw a Cambodian “pig butchering” operation, in the DOJ's largest ever forfeiture; the man remains at large (www.cnbc.com)
2025-10-15 Bitcoin

Oracle plans to deploy 50K AMD Instinct MI450 chips, announced in June, starting in H2 2026; the Instinct MI450 is AMD's first chip for rack-sized systems (www.cnbc.com)
2025-10-14 Oracle AMD

Sources: Tata Electronics bought the Indian unit of Justech Precision, a China-based Apple supplier that provides CNC machines to Foxconn, for ~$100M in August (www.cnbc.com)
2025-10-14 China India Apple

Charlie Kawwas, president of Broadcom's semiconductor group, says OpenAI is not the $10B customer the company announced during its earnings call in September (www.cnbc.com)
2025-10-14

Broadcom closes up 9.88% following the announcement of its custom chip deal with OpenAI; its stock is up over 50% in 2025 after more than doubling in 2024 (www.cnbc.com)
2025-10-14

JPMorgan Chase launches a decade-long plan to invest $10B in industries critical for national security, including “frontier” tech like AI and quantum computing (www.cnbc.com)
2025-10-14 AI JPMorgan Quantum

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