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 …
Davis Giangiulio / CNBC: 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 — Cloudflare is acquiring artificial intelligence data marketplace Human Native, the company said Thursday …
Tasmin Lockwood / CNBC: US Big Tech companies have been on an energy-related hiring spree; Workforce.AI says Microsoft has hired 570+ people with energy-related expertise since 2022 — Big Tech has been on an energy hiring spree. — Technology companies investing heavily in artificial intelligence are bolstering …
CNBC: China says it will investigate Meta's $2B Manus acquisition to assess compliance with laws on export controls, tech import and export, and overseas investment — China said Thursday it will investigate Meta's $2 billion acquisition of artificial intelligence startup Manus to assess its compliance with export control laws.
CNBC: Ilya Lichtenstein, sentenced in Nov. 2024 to five years in prison for hacking Bitfinex, has been released early due to First Step Act, Trump's prison-reform law — The Russian-U.S. national who hacked crypto exchange Bitfinex and stole nearly 120,000 bitcoin said he has been freed …
Alex Harring / CNBC: Despite Palantir's high trailing P/E ratio of ~450, retail traders have poured billions of dollars into the stock, which is up ~3,000% in the past three years — Kyle Dijamco is a proud member of Palantir Technologies' fast-growing retail investor base. — The Los Angeles-based marketer …
Jordan Novet / CNBC: Oracle stock fell 30% this quarter, its steepest drop since Q3 2001, when it slid ~34%, amid skepticism about its ability to open more data centers for OpenAI — Three months ago Oracle named Clay Magouyrk and Mike Sicilia as its new CEOs. They're off to a rough start.
Annie Palmer / CNBC: As startups flood the market with AI shopping agents, Amazon is playing defense by blocking agents' access to its site and investing heavily in its own tools — Amazon CEO Andy Jassy could see how dramatically artificial intelligence was altering e-commerce.
David Faber / CNBC: Disruptive CEO Alex Davis says Nvidia has agreed to buy assets from Groq for $20B in cash; leaked email: Jensen Huang says Nvidia is not acquiring Groq — Nvidia has agreed to buy assets from Groq, a designer of high-performance artificial intelligence accelerator chips, for $20 billion in cash …
Ari Levy / CNBC: Waymo says it is updating its fleet to improve navigation during widespread outages, after pausing its service during blackouts in San Francisco on December 20 — Three days after a blackout in San Francisco caused Waymo to pause it driverless car service, the Alphabet-owned company …
Sara Salinas / CNBC: Paramount says Larry Ellison “agreed to provide an irrevocable personal guarantee of $40.4B” for its WBD bid, after WBD's board raised concerns about the offer — Paramount Skydance on Monday guaranteed the backing of billionaire Larry Ellison in an amended offer for Warner Bros. Discovery …
CNBC: Waymo resumes its robotaxi service in SF after suspending it during a blackout, and says most trips finished before vehicles returned to depots or pulled over — Alphabet-owned Waymo has resumed its driverless ride-hail service in the San Francisco Bay Area after a temporary pause during blackouts …
Jennifer Elias / CNBC: A profile of Josh Woodward, the head of Google Labs who is credited with turning around the Gemini app, growing its MAUs from 350M in March to 650M by October — Josh Woodward may not be a household name in Silicon Valley. But inside Google, everybody knows about him.
April Roach / CNBC: S&P Global: data center deals hit $61B globally in 2025; debt issuance nearly doubled YoY to $182B, with Meta raising $62B debt since 2022, ~50% of that in 2025 — Global data centers dealmaking surged to hit another record high this year, driven by a rush to build out the infrastructure required for energy-intensive AI workloads.
Krysta Escobar / CNBC: Esusu, which offers a rent reporting API used by Zillow, banks, and others to help renters build credit scores, raised a $50M Series C at a $1.2B valuation — Esusu, a fintech platform that helps renters build credit scores, has raised $50 million in a Series C funding round at a $1.2 billion valuation.
CNBC: Broadcom CEO Hock Tan reveals that Anthropic placed a $10B order for Google's Ironwood TPU racks in Q3 and says it placed an additional $11B order in Q4 — Broadcom revealed during a September earnings call that it had signed a customer that had placed a $10 billion order for custom chips.
Jonathan Vanian / CNBC: Sources: Meta is pursuing a new Llama successor and frontier AI model, codenamed Avocado, set for release in Q1 2026, and it could be a proprietary model — Meta CEO Mark Zuckerberg was so optimistic last year about his company's Llama family of artificial intelligence models that he predicted …
Dylan Butts / CNBC: At a Tokyo forum, Masayoshi Son says he “was crying” over SoftBank selling its $5.83B Nvidia stake but “I just had more need for money to invest in OpenAI” — SoftBank Group founder Masayoshi Son on Monday downplayed the decision to offload the conglomerate's entire Nvidia stake …
Ashley Capoot / CNBC: Nvidia invests $2B in Synopsys' common stock and announces a strategic partnership to accelerate computing and AI engineering products, including deploying CUDA — Nvidia on Monday announced it has purchased $2 billion of Synopsys' common stock as part of a strategic partnership …
MacKenzie Sigalos / CNBC: An MIT study finds that AI can replace 11.7% of the US labor market, or ~$1.2T in wages, based on the “Iceberg Index”, which measures job automation potential — Massachusetts Institute of Technology on Wednesday released a study that found that artificial intelligence …
CNBC: PitchBook: US AI and robotics VC deals are up over 4x since 2023 to $160B+ so far in 2025, while comparable China deals are just $10B+, up from $9.24B in 2023 — The big story — Sitting in his new Beijing office, AI2 Robotics Founder and CEO Eric Guo wistfully reflected on fundraising challenges …
Ashley Capoot / CNBC: A look at NY's RAISE Act, requiring AI companies to publish safety protocols and disclose serious incidents, as its co-sponsor is targeted by a pro-AI super PAC — New York is 3,000 miles away from the tech hub of Silicon Valley, but in recent weeks, the state has inserted itself into the center …
Lora Kolodny / CNBC: Figure AI's former head of product safety sues the humanoid robot startup, alleging he was unlawfully terminated after warning executives about product safety — Figure AI, an Nvidia-backed developer of humanoid robots, was sued by the startup's former head of product safety who alleged …
Evelyn Cheng / CNBC: NetEase says 2M+ people played martial arts game Where the Winds Meet in the 24 hours after its global release, as Chinese companies' cultural influence expands — The big story — From Nezha 2 to Labubu, it's been quite a year for Chinese cultural exports.
Samantha Subin / CNBC: Klarna reports Q3 revenue up 26% YoY to $903M, above $882M est., a $95M net loss, and expects $1B+ revenue in Q4, in its first post-IPO earnings release — Klarna topped Wall Street third-quarter revenue expectations in its first earnings report after debuting on the New York Stock Exchange in September.
Yun Li / CNBC: Filing: Berkshire Hathaway discloses a $4.3B stake in Alphabet in Q3, a surprising move given Warren Buffett's reluctance toward high-growth, tech-driven stocks — Warren Buffett's Berkshire Hathaway revealed a new position in internet and AI giant Alphabet in a filing …
CNBC: Foxconn reports Q3 revenue of $66.3B, in line with est., net profit up 17% YoY to $1.86B, above $1.63B est., and expects Q4 results to “remain favorable” — Foxconn, the world's largest contract electronics maker, said Wednesday that its third-quarter profit jumped 17% from a year earlier …
Tasmin Lockwood / CNBC: Oura CEO Tom Hale says the Finnish company expects “maybe close” to $2B in sales in 2026, up from $1B in 2025, and there is “no news on an IPO” — The chief executive of Finland's Oura told CNBC on Tuesday that he expects the wearable tech company to generate close to $2 billion in sales next year.
Magdalena Petrova / CNBC: Investment in subsea cable projects is expected to reach $13B between 2025 and 2027, almost 2x the amount invested between 2022 and 2024, driven by AI buildout — Over 95% of international data and voice call traffic travels through nearly a million miles of underwater communication cables.
Evelyn Cheng / CNBC: Chinese startup Moonshot releases Kimi K2 Thinking, an open-source model it claims beats GPT-5 in agentic capabilities; source: the model cost $4.6M to train — Chinese startup Moonshot on Thursday released its latest generative artificial intelligence model which claims to beat OpenAI's ChatGPT in …
Samantha Subin / CNBC: Armis, which helps businesses secure and manage IoT devices, raised $435M at a $6.1B valuation, up from $4.2B after raising a $200M Series D in October 2024 — Cybersecurity startup Armis has raised $435 million in a funding round that values the company at $6.1 billion.
Arjun Kharpal / CNBC: Nintendo reports Q2 revenue up 90% YoY to $3.7B, vs. ~$3B est., net profit of ~$667M, vs. ~$412M est., and expects 19M Switch 2 sales by March 2026, up from 15M — Nintendo raised its forecast for sales of the Switch 2 console in its current fiscal year as momentum for its new flagship console grows.
Salvador Rodriguez / CNBC: Microsoft AI chief Mustafa Suleyman says only biological beings can be conscious and it “would be absurd to pursue research” about AI consciousness — Microsoft AI chief Mustafa Suleyman says only biological beings are capable of consciousness, and that developers and researchers …
CNBC: Appfigures: between September 30 and October 18, OpenAI's Sora had 2.6M iOS downloads, above the Meta AI app, which had 1.1M; Sora is iOS- and invite-only — Meta's AI app has seen a major jolt in downloads since launching its Vibes feed of AI-generated videos, giving investors a glimpse …
Hugh Son / CNBC: PayPal CEO Alex Chriss says the company signed a deal with OpenAI to let shoppers use PayPal's digital wallet in ChatGPT to pay for items, starting in 2026 — PayPal has signed a deal with OpenAI to have its digital wallet embedded into ChatGPT so users can pay for items found through …
Salvador Rodriguez / CNBC: Mustafa Suleyman says Microsoft won't provide erotica AI services and that “other companies will build that”, after Sam Altman said ChatGPT would offer erotica — Microsoft AI CEO Mustafa Suleyman said the software giant won't build artificial intelligence services that provide …
Kif Leswing / CNBC: 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 — In July, Elon Musk posted photos from inside an xAI data center called Colossus 2, which the artificial intelligence startup aims …
Ari Levy / CNBC: 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 — Salesforce CEO Marc Benioff apologized on Friday for making comments in support of President Donald Trump sending federal troops …
Alex Sherman / CNBC: 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 — Apple and Formula 1 announced a five-year media rights deal Friday that will bring every F1 race to Apple TV beginning in 2026.
CNBC: 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 — EssilorLuxottica said a healthy amount of its revenue growth in the third quarter was due to its partnership with Meta …
Jaures Yip / CNBC: 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 — Upgrade, the online lender started by LendingClub founder Renaud Laplanche, has raised a new round of funding that values the startup at $7.3 billion.
Dylan Butts / CNBC: 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 — Regulators in the U.S. have moved to block one of Hong Kong's largest telecommunications companies from accessing domestic networks, citing national security concerns.
CNBC: 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 — Europe's ambitious artificial intelligence strategy is at risk of colliding with an often overlooked but critically important environmental issue: water scarcity.
CNBC: 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 — Oracle Cloud Infrastructure on Tuesday announced that it will deploy 50,000 Advanced Micro Devices graphics processors starting in the second half of 2026.