Articles from www.cnbc.com

Articles from www.cnbc.com

Apple's stock dropped 5% on Thursday, its worst day since April, following FTC scrutiny of Apple News and reports about delays with Siri (www.cnbc.com)
2026-2-13 Apple

Instacart reports Q4 revenue up 12% YoY to $992M vs. $974M est., gross transaction value up 14% to $9.85B, gives strong Q1 guidance; CART jumps 14%+ after hours (www.cnbc.com)
2026-2-13 4Q

Pinterest reports Q4 revenue up 14% YoY to $1.32B, vs. $1.33B est., MAUs up 12% to 619M, and forecasts Q1 revenue below estimates; PINS drops 17%+ after hours (www.cnbc.com)
2026-2-13 4Q

Airbnb reports Q4 revenue up 12% YoY to $2.78B, vs. $2.72B est., Nights and Seats Booked up 10% to 121.9M, and forecasts Q1 revenue above estimates (www.cnbc.com)
2026-2-13 Airbnb 4Q

Cisco stock falls 12%+ as rising memory prices put pressure on the networking company's margins; it is the stock's worst day since 2022 (www.cnbc.com)
2026-2-13 Cisco

Anthropic says its run-rate revenue hit $14B, growing over 10x annually in the past three years, and Claude Code's run-rate revenue hit $2.5B (www.cnbc.com)
2026-2-13

Waymo begins deploying its next-gen Ojai robotaxis, which it says can better navigate in harsh weather, starting with employees and their guests in SF and LA (www.cnbc.com)
2026-2-13

Dutch payments company Adyen reports H2 2025 net revenue up 17% YoY to €1.27B and forecasts 2026 net revenue growth at 20%-22%, vs 22.8% est.; ADYEN falls 15%+ (www.cnbc.com)
2026-2-12 Netherlands

SoftBank Group reports Q3 net profit of $1.6B after its Vision Fund posted a $2.4B gain, as a jump in the value of its OpenAI investment helped offset losses (www.cnbc.com)
2026-2-12

Hong Kong-listed Zhipu AI surged 30% after releasing its GLM-5, an open-source LLM with enhanced coding capabilities and long-running agent tasks (www.cnbc.com)
2026-2-12 Hong Kong AI

Cisco reports Q2 revenue up 10% YoY to $15.35B, vs. $15.12B est., and forecasts Q3 adjusted EPS only in line with estimates; CSCO drops 7%+ after hours (www.cnbc.com)
2026-2-12 Cisco

Elon Musk announces an xAI reorganization that “required parting ways with some people”, after two xAI co-founders announced they were leaving this week (www.cnbc.com)
2026-2-12 Elon Musk

EssilorLuxottica says it sold over 7M Meta AI glasses in 2025, up from the 2M that the company sold in 2023 and 2024 combined (www.cnbc.com)
2026-2-12 AI

Meta launches an AI feature that lets Threads users temporarily personalize their feed by specifying topics in a public post that begins with “Dear Algo” (www.cnbc.com)
2026-2-12 AI

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

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