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Nintendo reports Q3 revenue of $5.2B vs. $5.45B est., a net profit of $1.03B vs. $950M est., and maintains its 19M Switch 2 sales forecast for fiscal 2026
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www.cnbc.com
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2026-2-3
Nintendo
Palantir reports Q4 revenue up 70% YoY to $1.41B, vs. $1.33B est., and forecasts FY 2026 and Q1 revenue above estimates; PLTR jumps 6%+ after hours
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www.cnbc.com
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2026-2-3
4Q
OpenAI plans to retire several models from ChatGPT on February 13, including GPT‑4o, GPT‑4.1, and o4-mini, saying only 0.1% of users still choose GPT-4o
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2026-1-30
Apple reports Q1 revenue up 16% YoY to $143.76B, vs. $138.48B est., net income up 16% to $42.1B, and China net sales up 38% to $25.53B
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www.cnbc.com
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2026-1-30
China
Apple
Microsoft shares fell ~10% on Thursday following an earnings report that disappointed some investors, the stock's sharpest daily decline since March 2020
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www.cnbc.com
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2026-1-30
Microsoft
SK Hynix surpassed Samsung in annual operating profit for the first time in 2025; SK Hynix posted a record profit of ~$33B in 2025 while Samsung posted ~$30.5B
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www.cnbc.com
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2026-1-29
Samsung
Samsung reports Q4 revenue up 24% YoY to ~$65.6B, vs. ~$65.28B est., and operating profit up 200%+ to ~$14.06B, driven by memory chip price surge and HBM demand
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www.cnbc.com
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2026-1-29
Samsung
4Q
SK Hynix announces a new US-based “AI Company” from a restructuring of its California-based subsidiary Solidigm, and commits at least $10B to the new entity
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www.cnbc.com
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2026-1-29
AI
California
ServiceNow reports Q4 revenue up 20.5% YoY to $3.57B, vs. $3.53B est., and subscription revenue up 21% YoY to $3.47B; NOW drops ~3% after hours
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www.cnbc.com
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2026-1-29
4Q
Meta reports Reality Labs Q4 revenue of $955M vs. $940.8M est. and a $6.02B operating loss vs. $5.67B est.; Reality Labs now has $75B+ in losses since late 2020
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www.cnbc.com
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2026-1-29
4Q
Crypto PAC Fairshake expanded its war chest to $193M by the end of last year, up from $141M in July; Ripple gave $25M, and a16z gave $24M in H2 2025
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www.cnbc.com
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2026-1-29
Outtake, which uses autonomous AI agents to help companies detect and remove cyberthreats, raised $40M led by Iconiq, after a $16.5M Series A in April 2025
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www.cnbc.com
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2026-1-29
AI
SK Hynix reports Q4 revenue up 66% YoY to $23B, above ~$22.4B est., and operating profit up 137% YoY to $13.3B, both company records, driven by AI HBM demand
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www.cnbc.com
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2026-1-28
AI
4Q
ASML reports Q4 net sales of €9.7B, vs. €9.6B est., and €2.84B net profit, vs. €3.01B est., and says it expects China to account for 20% of its total 2026 sales
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www.cnbc.com
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2026-1-28
China
4Q
An interview with Mozilla president Mark Surman about plans to deploy its ~$1.4B in reserves to fund an AI “rebel alliance” to challenge companies like OpenAI
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www.cnbc.com
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2026-1-28
Interview
AI
Mozilla
UPS plans to eliminate 30,000 jobs this year as part of winding down its partnership with Amazon; it expects $3B in savings related to the Amazon unwind
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www.cnbc.com
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2026-1-28
Amazon
Filing: Pinterest plans to lay off less than 15% of its workforce by Q3 and cut back on office space, saying it is “reallocating resources” to AI teams
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www.cnbc.com
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2026-1-28
AI
Corning says Meta committed to paying up to $6B through 2030 for fiber-optic cable in its AI data centers, and it plans to expand its Hickory, NC, factory
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www.cnbc.com
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2026-1-28
AI
Meta's decision to deprioritize VR in favor of AI and internet-connected glasses has chilled the VR industry, leading to concerns about its future
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www.cnbc.com
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2026-1-26
VR
AI
Source: Databricks obtained $1.8B in fresh debt and now has over $7B in debt ahead of a potential IPO; it raised $4B+ in December at a $134B valuation
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www.cnbc.com
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2026-1-24
IPO
Adam Presser, previously TikTok's head of operations and trust and safety, will be the CEO of TikTok USDS Joint Venture; TikTok CEO Shou Chew will be a director
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www.cnbc.com
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2026-1-23
Intel reports Q4 revenue down 4% YoY to $13.7B, vs. $13.4B est., a $600M net loss, up from $100M in Q4 2024, offers soft Q1 guidance; INTC down 6%+ after hours
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www.cnbc.com
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2026-1-23
Intel
4Q
Waymo launches its robotaxi service in Miami, its sixth market, initially covering a 60-square-mile area, and partners with Moove for fleet management
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www.cnbc.com
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2026-1-23
Blue Origin unveils TeraWave, a satellite communications network for enterprise, data center, and government customers, and plans to begin deployment in Q4 2027
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www.cnbc.com
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2026-1-22
4Q
OpenEvidence, which is building “ChatGPT for doctors”, raised $250M led by Thrive and DST at a $12B valuation, up from $6B in October and $1B in February 2025
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www.cnbc.com
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2026-1-22
Sensor Tower: Reels accounted for 50%+ of all Instagram ads in 2025, up from 35% in 2024; Reels accounted for 46% of time spent on Instagram in the US in 2025
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www.cnbc.com
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2026-1-21
Instagram
Sensor
Cloudflare acquires AI data marketplace Human Native for an undisclosed sum, aiming to create a new system where AI developers pay creators for training content
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www.cnbc.com
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2026-1-16
AI
Replit launches Mobile Apps on Replit, which enables vibe-coding of iOS apps with integrated Stripe monetization
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www.cnbc.com
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2026-1-16
IOS
Mobile
The Department of Commerce says the US and Taiwan have reached a trade agreement as part of which Taiwan will invest $250B in chip production capacity in the US
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www.cnbc.com
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2026-1-16
Taiwan
Amazon files an objection to Saks Global's bankruptcy financing plan, and says its $475M investment in the department store is now effectively “worthless”
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www.cnbc.com
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2026-1-16
Amazon
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