Articles from www.cnbc.com

Articles from www.cnbc.com

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 (www.cnbc.com)
14 hours ago 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 (www.cnbc.com)
18 hours ago 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 (www.cnbc.com)
19 hours ago 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 (www.cnbc.com)
22 hours ago 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 (www.cnbc.com)
23 hours ago 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 (www.cnbc.com)
23 hours ago

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 (www.cnbc.com)
1 day ago 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 (www.cnbc.com)
1 day ago 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 (www.cnbc.com)
1 day ago 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 (www.cnbc.com)
2 days ago 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 (www.cnbc.com)
2 days ago 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 (www.cnbc.com)
2 days ago 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 (www.cnbc.com)
2 days ago 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 (www.cnbc.com)
4 days ago 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 (www.cnbc.com)
6 days ago 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 (www.cnbc.com)
6 days ago

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 (www.cnbc.com)
6 days ago 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 (www.cnbc.com)
7 days ago

Blue Origin unveils TeraWave, a satellite communications network for enterprise, data center, and government customers, and plans to begin deployment in Q4 2027 (www.cnbc.com)
7 days ago 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 (www.cnbc.com)
8 days ago

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 (www.cnbc.com)
9 days ago 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 (www.cnbc.com)
13 days ago AI

Replit launches Mobile Apps on Replit, which enables vibe-coding of iOS apps with integrated Stripe monetization (www.cnbc.com)
13 days ago 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 (www.cnbc.com)
14 days ago 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” (www.cnbc.com)
14 days ago Amazon

AWS launches European Sovereign Cloud, creating a new parent company for its sovereign cloud that will be locally controlled in the EU and run by EU citizens (www.cnbc.com)
14 days ago Europe

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 (www.cnbc.com)
15 days ago Microsoft Energy AI

Apple announces a multi-year deal to use Google's Gemini to power new Siri features later in 2026, saying Google's tech “provides the most capable foundation” (www.cnbc.com)
17 days ago Google Apple

CrowdStrike buys identity management startup SGNL, in a deal valued at nearly $740M, to bolster identity security defenses on its flagship Falcon platform (www.cnbc.com)
21 days ago Startup

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 (www.cnbc.com)
21 days ago China

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