Articles from www.cnbc.com

Articles from www.cnbc.com

Sam Altman says the DOD affirmed that OpenAI's tools wouldn't be used by agencies like the NSA, and services to them would need a further contract modification (www.cnbc.com)
2026-3-3

AWS says its facilities in the Middle East are facing power and connectivity issues after drone strikes impacted its infrastructure in the UAE and Bahrain (www.cnbc.com)
2026-3-3 Drone

Claude hit #2 on Apple's US App Store, hours after the DOD designated Anthropic a supply chain risk; it bounced between #20 and #50 for much of February (www.cnbc.com)
2026-3-1 Apple

OpenAI raised $110B at a $730B pre-money valuation, up from $500B in a secondary financing in Oct.; Amazon invested $50B, Nvidia and SoftBank invested $30B each (www.cnbc.com)
2026-2-28 Amazon Nvidia

Netflix is walking away from a deal to buy WBD's studio and streaming assets after the WBD board deemed a revised bid by Paramount Skydance to be superior (www.cnbc.com)
2026-2-27 Netflix Asset

Block says it is laying off more than 4,000 of its 10,000+ employees; XYZ jumps 19%+ in extended trading (www.cnbc.com)
2026-2-27

Nvidia stock is down 4%+, as investor concerns around the AI infrastructure boom dampen enthusiasm about the chipmaker's better-than-expected earnings (www.cnbc.com)
2026-2-27 AI Nvidia

David Luan, the head of Amazon's AGI lab, is leaving the company less than two years after he joined through an acqui-hire deal of his startup Adept (www.cnbc.com)
2026-2-25 Amazon Startup

Waymo opens its robotaxi service to “select riders” in Dallas, Houston, San Antonio, and Orlando, expanding its operations to 10 US cities (www.cnbc.com)
2026-2-25

Software stocks rebound as Anthropic announces partnerships integrating its AI tools with enterprise apps, including Slack, Intuit, Docusign, and FactSet (www.cnbc.com)
2026-2-25 AI Slack

Tesla sues California's DMV to reverse a ruling that found Tesla violated the law by falsely promoting its Autopilot and Full Self-Driving systems (www.cnbc.com)
2026-2-24 Tesla California

Uber agrees to acquire SpotHero for an undisclosed sum, to offer parking reservation for events and at venues and airports; SpotHero was last valued at $290M (www.cnbc.com)
2026-2-24 Uber

IBM shares fall 12%+ after Anthropic outlined in a blog post how Claude Code can automate the exploration and analysis phases of COBOL modernization (www.cnbc.com)
2026-2-24 IBM

Amazon plans to invest $12B in new data centers in Louisiana and says it worked with the local utility “to ensure we pay 100% of the costs” tied to the campus (www.cnbc.com)
2026-2-24 Amazon

OpenAI launches Frontier Alliances, entering into multiyear deals with Accenture, BCG, Capgemini, and McKinsey to help deploy its enterprise platform Frontier (www.cnbc.com)
2026-2-24

Aalyria, a Google spinoff and a Starlink rival that helps satellite constellations fill network gaps during disasters, raised $100M at a $1.3B valuation (www.cnbc.com)
2026-2-24 Google

Sources: OpenAI is telling investors it's targeting ~$600B in total compute spend by 2030, months after Sam Altman touted $1.4T in infrastructure commitments (www.cnbc.com)
2026-2-21

Phil Spencer will retire after 38 years at Microsoft; Asha Sharma, the president of product in Microsoft's Core AI business, will become the CEO of gaming (www.cnbc.com)
2026-2-21 Microsoft AI

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)
2026-2-19 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)
2026-2-19 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)
2026-2-19 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)
2026-2-19 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)
2026-2-18 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)
2026-2-18 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)
2026-2-18

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)
2026-2-18 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)
2026-2-16 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)
2026-2-14 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)
2026-2-14

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)
2026-2-13

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