Articles from www.cnbc.com

Articles from www.cnbc.com

Apple reports Q4 revenue up 8% YoY to $102.47B, vs. $102.24B est., net income up 86% to $27.5B, and FY 2025 revenue up 6% to $416.16B (www.cnbc.com)
9 hours ago Apple 4Q

Netflix announces a 10-for-1 stock split, after its shares boomed over the last three years to above $1,000 a share (www.cnbc.com)
9 hours ago Netflix

Reddit reports Q3 revenue up 68% YoY to $585M, vs. $546M est., and daily active uniques up 19% to 116M, vs. 114M est.; RDDT jumps 5%+ after hours (www.cnbc.com)
9 hours ago Reddit

Amazon reports Q3 AWS revenue up 20% YoY to $33B, vs. $32.42B est., and AWS operating income up 9.5% YoY to $11.4B (www.cnbc.com)
9 hours ago Amazon

Samsung reports Q3 revenue up 8.85% YoY to ~$60.5B, vs. ~$60.4B est., and operating profit up 32.9% YoY to ~$8.57B, vs. ~$7.9B est., more than doubling from Q2 (www.cnbc.com)
1 day ago Samsung

Microsoft's OpenAI investment resulted in a $3.1B hit to Q1 net income; Productivity and Business Processes revenue, with Office and LinkedIn, grew 17% to $33B (www.cnbc.com)
1 day ago Microsoft LinkedIn

Meta reports Reality Labs Q3 revenue of $470M vs. $316M est., and a $4.4B operating loss vs. $5.1B est.; Reality Labs has lost $70B+ since 2020 (www.cnbc.com)
1 day ago

Alphabet reports Google Cloud Q3 revenue of $15.15B vs. $14.74B est., and raises 2025 capex forecast to $91B-$93B, after projecting $85B in July (www.cnbc.com)
1 day ago Google Alphabet

Microsoft 365 and Azure suffer outages; users report problems accessing sites and services, and the company says it is investigating (www.cnbc.com)
1 day ago Microsoft

Amazon opens Project Rainier, an $11B AI data center on 1,200 acres in Indiana that trains and runs Anthropic's AI models using 500K+ Amazon Trainium 2 chips (www.cnbc.com)
1 day ago Amazon AI

SK Hynix reports Q3 revenue up 39% YoY to $17.02B, vs. $17.22B est, operating profit up 62% YoY to $7.92B, a record, boosted by demand for its HBM chips for AI (www.cnbc.com)
2 days ago AI

Jensen Huang says its Blackwell GPUs are now in full production in Arizona, after being solely manufactured in Taiwan previously (www.cnbc.com)
2 days ago Taiwan

Securitize, a blockchain company that tokenizes investments, files to go public via a SPAC started by Cantor Fitzgerald, valuing Securitize at $1.25B pre-money (www.cnbc.com)
2 days ago Blockchain

Palo Alto Networks launches Cortex AgentiX, AI agents that can be deployed across various security vendor platforms to automate cybersecurity actions (www.cnbc.com)
2 days ago AI

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 (www.cnbc.com)
2 days ago IOS AI

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 (www.cnbc.com)
2 days ago

OpenAI urges the US to commit to building 100GW of new energy capacity each year to stay ahead of China in AI, and says “electrons are the new oil” (www.cnbc.com)
3 days ago China Energy AI

Filing: iRobot says its last potential buyer withdrew from the process and its financials remain dire, following Amazon abandoning a 2024 bid; IRBT drops 33%+ (www.cnbc.com)
3 days ago Amazon

Qualcomm unveils two AI chips, the AI200, set for 2026, and the AI250, planned for 2027, based on its Hexagon NPUs, and says Humain is the first customer (www.cnbc.com)
3 days ago AI

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 (www.cnbc.com)
7 days ago Microsoft AI

Anthropic and Google announce their cloud partnership worth tens of billions of dollars, giving Anthropic access to 1M TPUs and 1GW of capacity in 2026 (www.cnbc.com)
7 days ago Google

Intel reports Q3 revenue up 3% YoY to $13.7B, vs. $13.2B est., and net income of $4.1B, vs. a net loss of $16.6B in Q3 2024; INTC jumps 5%+ after hours (www.cnbc.com)
7 days ago Intel

Trump says he canceled plans for a “surge” of National Guard to San Francisco after speaking to “great people like Jensen Huang, Marc Benioff, and others” (www.cnbc.com)
7 days ago Trump San Francisco

Super Micro's shares drop 5%+ after the server maker reports it expects $5B in Q1 revenue, down from its $6B to $7B guidance, due to “design win upgrades” (www.cnbc.com)
7 days ago

Elon Musk says Tesla's AI5 chip will be made by Samsung in Texas and TSMC in Arizona, with the “oversupply” of chips not used by Tesla going to his data centers (www.cnbc.com)
8 days ago Samsung AI Tesla Elon Musk Texas

GM plans to roll out Google Gemini in its vehicles starting in 2026 and plans an advanced driver-assistance system with eyes-off driving capabilities in 2028 (www.cnbc.com)
8 days ago Google

Netflix reports Q3 revenue up 17% YoY to $11.51B, matching est., operating margin below est. due to Brazilian tax dispute expense; NFLX drops 5%+ after hours (www.cnbc.com)
9 days ago Tax Netflix Brazil

DraftKings acquires predictions platform Railbird as it prepares to launch its mobile platform DraftKings Predictions in the coming months (www.cnbc.com)
9 days ago Mobile

A US judge orders Mark Zuckerberg, Evan Spiegel, and Adam Mosseri to testify in the “first bellwether trial” over child social media safety, set for January (www.cnbc.com)
9 days ago Zuckerberg

Dario Amodei addresses “inaccurate claims” about Anthropic's policy stances after David Sacks said the “real issue” is “Anthropic's agenda to backdoor Woke AI” (www.cnbc.com)
9 days ago AI

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