Krysta Escobar / CNBC: Modular data center maker Armada raised a $230M Series B co-led by Overmatch, 8090 Industries, and BlackRock at a $2B valuation, and plans a new Arizona factory — Armada, which builds modular data centers that are becoming increasingly popular with customers in defense, energy and the military sector …
Kevin Breuninger / CNBC: Filings: in Q1, Trump traded $220M-$750M in NVDA, MSFT, AMZN, META, ORCL, and other stocks; millions of dollars of NVDA were bought shortly before major news — President Donald Trump reported thousands of financial transactions totaling hundreds of millions of dollars …
Sawdah Bhaimiya / CNBC: EU Commission President Ursula von der Leyen says the EU will take action against “addictive design” on TikTok and Instagram, including “endless scrolling” — The EU is clamping down on social media firms and plans to target “addictive design” features on TikTok …
Tanaya Macheel / CNBC: Circle raised $222M via the presale of its native Arc token at a $3B valuation; a16z led with a $75M investment, with participation from BlackRock and others — Circle Internet Group has raised $222 million in the presale of Arc, the native token of its new blockchain …
Brandon Gomez / CNBC: Whoop plans to offer on-demand video consultations with licensed clinicians for US users, and adds electronic health records and AI-powered health guidance — Wearable fitness tracker Whoop announced on Friday it will introduce in-app access to on-demand licensed clinicians for users in the United States.
Arjun Kharpal / CNBC: Nintendo reports Q4 revenue of ~$2.60B, below ~$2.75B est., net profit of ~$416M, above ~$403.68M est., and forecasts a decline in FY 2027 Switch 2 unit sales — Nintendo will hike the retail price of the Switch 2 after forecasting a decline in sales for its flagship console as the memory chip crunch hits the Japanese gaming giant.
Kai Nicol-Schwarz / CNBC: Sony reports Q4 revenue up 8% YoY to ~$19.4B, above ~$18.4B est., ~$1.06B operating profit, below ~$1.7B est., and forecasts FY 2027 net profit up 13% to ~$7.4B — Japanese entertainment giant Sony on Friday said it expects annual profit to rise as revenue from some business segments …
CNBC: Apple's R&D spending hit 10.3% of revenue in Q2, up from 7.6% in Q1 and 9% in Q2 2025, amid the AI boom; Q2 revenue rose 17% YoY, while R&D jumped 34% YoY — For the first time in at least 30 years, Apple is spending more than 10 cents of every dollar it brings in on research and development …
Katie Tarasov / CNBC: Corning and Nvidia partner to open three advanced manufacturing plants in North Carolina and Texas dedicated to optical tech for Nvidia, creating 3,000+ jobs — Nvidia, the chipmaker at the center of the artificial intelligence boom, is partnering with glassmaker Corning for three …
Jonathan Vanian / CNBC: The jury-less bench trial phase of Meta's child safety case in NM begins today to determine if Meta's actions were a public nuisance and warrant product changes — Meta is back in a New Mexico courthouse on Monday as part of an ongoing child safety case that could determine whether the company …
Ashley Capoot / CNBC: Filing: Elon Musk texted Greg Brockman about settling days before trial; after being denied, he said Brockman and Altman “will be the most hated men in America” — Two days before Elon Musk's multi-billion-dollar lawsuit against OpenAI was slated to head to trial …
Evelyn Cheng / CNBC: China's EV makers are competing on in-car AI features; ByteDance says its Doubao AI is used in 7M+ cars across 145 models, including from Mercedes, Audi, and VW — - China's EV price war is evolving into a “feature war” focused on AI and cockpit tech — ByteDance's Doubao AI chatbot …
Katie Tarasov / CNBC: Intel's stock jumped 114% in April, hitting a record on April 24 and lifting its market cap past $470B, closing out the chipmaker's best month on record — Intel is on a winning streak unlike any since it became one of the first companies to go public on the Nasdaq nearly 55 years ago.
Ashley Capoot / CNBC: An overview of Elon Musk's $134B lawsuit against Sam Altman, scheduled to begin on Monday, accusing Altman of reneging on a vow to keep OpenAI nonprofit — A yearslong legal brawl between Elon Musk, the world's richest man, and OpenAI CEO Sam Altman heads to court in Northern California …
Evelyn Cheng / CNBC: Alibaba says its Qwen AI model will be integrated into select car models from BYD, Volkswagen, and others, letting users buy food and tickets via voice commands — BEIJING — Chinese tech giant Alibaba said Friday that its Qwen artificial intelligence model will be integrated into vehicles …
Kai Nicol-Schwarz / CNBC: As part of the Cohere-Aleph Alpha deal, Aleph Alpha backer Schwarz Group plans to invest $600M in Cohere's Series E, which a source says is set to close in 2026 — Canadian AI lab Cohere announced on Friday that it planned to acquire German AI company Aleph Alpha, as it eyed major expansion in Europe.
Ashley Capoot / CNBC: Trump says his administration had “some very good talks” with Anthropic during a WH meeting last week and “it's possible” there will be a deal with DOD — President Donald Trump on Tuesday told CNBC that “it's possible” that a deal will be made to allow Anthropic's …
Jordan Novet / CNBC: Cerebras files to go public on Nasdaq and reports $510M in 2025 revenue, up 76% YoY, with a net income of $87.9M, up from a $485M net loss in 2024 — Cerebras, a producer of chips that run artificial intelligence models, on Friday filed to go public on Nasdaq under the ticker symbol “CBRS.”
Tanaya Macheel / CNBC: Charles Schwab unveils its long-awaited crypto investing product, Schwab Crypto, with a 0.75% fee on every crypto trade and plans to launch in the coming weeks — Charles Schwab on Thursday introduced its long-awaited crypto investing product, making bitcoin and ether trading available …
Kai Nicol-Schwarz / CNBC: Anthropic secures new London office space for 800 people, days after OpenAI started leasing its first London office; Anthropic currently has 200+ London staff — Anthropic said Thursday it's expanding its presence in London with new office space for 800 people, days after rival OpenAI unveiled plans …
Ashley Capoot / CNBC: Internal memo: OpenAI Chief Revenue Officer Denise Dresser says the Microsoft deal “limited our ability” to reach clients on Bedrock and touts its Amazon deal — OpenAI's newly appointed revenue chief, Denise Dresser, sent a memo to staffers on Sunday, touting the company's alliance …
Kai Nicol-Schwarz / CNBC: OpenAI plans to open its first permanent London office with a 500+ staff capacity; in February, OpenAI said it would make London its largest non-US research hub — OpenAI has announced it's opening its first permanent London office with a capacity of over 500 team members …
Ashley Capoot / CNBC: Takeaways from HumanX, one of the AI industry's main events: Claude Code dominated the conversation, while some execs noted China's lead in open-weight models — If one thing became clear at the HumanX conference in San Francisco this week, where 6,500 executives, founders and investors gathered …
Jordan Novet / CNBC: Meta commits to spending additional $21B on AI cloud infrastructure from CoreWeave, running from 2027 to 2032, on top of its prior $14.2B deal that ends in 2031 — Meta has committed to spending an additional $21 billion on AI cloud infrastructure from CoreWeave, which comes on top …
Jennifer Elias / CNBC: A Jeffrey Epstein victim files a class action against the Trump administration and Google, claiming Google's search and AI Mode published victims' personal info — A victim of notorious sex predator Jeffrey Epstein filed a class action lawsuit Thursday on behalf of herself and other survivors …
Annie Palmer / CNBC: Amazon begins three-hour deliveries in ~2K US cities and towns and one-hour deliveries in hundreds of those areas, after 2025 pilots; 90K+ products are eligible — Amazon said Tuesday it's starting one-hour and three-hour deliveries in parts of the U.S., as the company continues to look for ways to satisfy impatient consumers.
Samantha Subin / CNBC: Gecko Robotics secures a $71M US Navy contract to use robots to slash repair time for dated ships, as the US races to reindustrialize its aging defense systems — Gecko Robotics, a Pittsburgh-based robotics startup, on Tuesday announced a $71 million deal with the U.S. Navy to cut …
Katie Tarasov / CNBC: A preview of Nvidia's 2026 GTC, which kicks off on March 16, where the company is expected to unveil new agentic-optimized CPUs, a CPU-only rack, and more — Nvidia's graphics processing units have been the hottest-selling chips for years, but the sudden advent of agentic artificial intelligence …
Samantha Subin / CNBC: AI cybersecurity startup Armadin, started by Mandiant founder Kevin Mandia to build AI agents, raised ~$190M led by Accel; Google bought Mandiant for $5.4B — Four years ago Kevin Mandia agreed to sell his cybersecurity company Mandiant to Google for $5.4 billion. Now he's back in the game, with Google's help.
Jordan Novet / CNBC: Microsoft plans to keep Anthropic's tools embedded in client products, after its lawyers determine the DOD's designation doesn't apply to non-defense projects — Microsoft said Thursday that it will keep startup Anthropic's artificial intelligence technology embedded in its products for clients, excluding the U.S. Department of War.
Dylan Butts / CNBC: 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 — OpenAI CEO Sam Altman said Monday that the company “shouldn't have rushed” its recent deal with the U.S. Department of Defense and outlined revisions to the agreement.
Jordan Novet / CNBC: Claude became the #1 free app in the US App Store on Saturday, after DOD designated Anthropic a supply chain risk; it hovered in the top 20 for much of February — Anthropic's Claude artificial intelligence assistant app jumped to the No. 1 slot on Apple's chart of top U.S. free apps late on Saturday …
CNBC: 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 — OpenAI is telling investors that it's now targeting roughly $600 billion in total compute spend by 2030, months …
Jordan Novet / CNBC: 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 — Microsoft's head of gaming, Phil Spencer, is leaving the software maker following a 38-year tenure, as the company's Xbox business faces increased challenges.
Samantha Subin / CNBC: 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 — The Seahawks may have won the Super Bowl, but Anthropic also walked away with bragging rights, according to data analyzed by BNP Paribas.
Evelyn Cheng / CNBC: Baidu plans to let users access OpenClaw via its search app and integrate OpenClaw's capabilities into its e-commerce business and other services — BEIJING — Baidu plans to give users of its main smartphone app direct access to the wildly popular artificial intelligence tool OpenClaw …
Jennifer Elias / CNBC: Apple's stock dropped 5% on Thursday, its worst day since April, following FTC scrutiny of Apple News and reports about delays with Siri — Apple just wrapped up its worst day on the stock market since April after reports surfaced about delays with Siri and as the company's news app faced regulatory scrutiny.
Kai Nicol-Schwarz / CNBC: 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%+ — Dutch payments giant Adyen's stock fell as much as 20% after it posted net revenue guidance and payment processing volume that were slightly weaker than expected.
Arjun Kharpal / CNBC: SoftBank reports Q3 net profit of $1.6B, below est., and Vision Fund posted a $2.4B gain, after a $4.2B gain in its OpenAI investment helped offset losses — SoftBank posted a $2.4 billion gain at its Vision Fund in the December quarter as a jump in the value of its OpenAI investment helped offset losses in some of its other bets.
CNBC: Anthropic CCO Paul Smith says the company is focused on “growing revenue” rather than making “flashy headlines”, calls the market selloff “hyperbole”, and more — Anthropic is focused on growing its business rather than making “flashy headlines,” …
CNBC: 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 — As OpenAI faces intensifying pressure from rival Anthropic's improved coding tools, CEO Sam Altman …
Kif Leswing / CNBC: Nvidia stock closes up 7.92% after Jensen Huang said the tech industry's surging capex for AI infrastructure is justified, appropriate, and sustainable — The tech industry's surging capital expenditures for AI infrastructure are justified, appropriate and sustainable, Nvidia CEO Jensen Huang said Friday on CNBC's “Halftime Report.”
Hugh Son / CNBC: 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 — Goldman Sachs has been working with the artificial intelligence startup Anthropic to create AI agents to automate a growing number …
Arjun Kharpal / CNBC: Nintendo reports Q3 revenue of $5.2B, below $5.45B est., a net profit of $1.03B, vs. $950M est., and maintains its 19M Switch 2 sales forecast for fiscal 2026 — Nintendo maintained its full-year Switch 2 sales forecast on Tuesday allaying some fears that the flagship console was losing momentum.
Ashley Capoot / CNBC: 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 — OpenAI announced it will retire several models from its ChatGPT chatbot next month, including its GPT‑4o model that is beloved by some users.
Dylan Butts / CNBC: 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 — South Korea's SK Hynix on Wednesday reported record full-year profit for 2025, more than doubling its operating earnings as shortages …
Annie Palmer / CNBC: 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 — Pinterest said Tuesday it plans to lay off less than 15% of its workforce and cut back on office space as the company embraces artificial intelligence.
Katie Tarasov / CNBC: 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 — As Meta tries to rapidly construct massive data centers to keep pace with the artificial intelligence craze, it's turning to a 175-year-old glass manufacturer for help.
Kate Rooney / CNBC: 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 — A startup widely known as “ChatGPT for doctors” raised a new funding round that values the company at $12 billion.
Zach Vallese / CNBC: 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 — More than half of all ads on Meta's Instagram ran in the service's short-form video Reels product in 2025, up from 35% in 2024 …