Articles from www.cnbc.com

Articles from www.cnbc.com

SoftBank Group Corp was among the Japanese tech stocks that fell on Dec. 18, as AI infrastructure spending worries on Wall Street crossed into the Asian markets (www.cnbc.com)
2025-12-18 Japan AI Wall Street

Coinbase is rolling out stock trading, more advanced trading tools, prediction markets via Kalshi, and more, amid a push to be a one-stop financial app (www.cnbc.com)
2025-12-18 Coinbase

Micron reports Q1 revenue up 57% YoY to $13.64B, vs. $12.84B est., net income up 180% to $5.24B, and Q2 revenue forecast above est.; MU jumps 5%+ after hours (www.cnbc.com)
2025-12-18

California DMV says a California administrative law judge recently ruled Tesla engaged in deceptive marketing around its Autopilot and Full Self-Driving systems (www.cnbc.com)
2025-12-17 Tesla California

Shares of Tesla closed at a 2025 high on Monday after the company confirmed it is testing driverless vehicles in Austin without a human safety operator (www.cnbc.com)
2025-12-16 Tesla

Shares of Broadcom, CoreWeave, and Oracle, companies tied to the AI infrastructure buildout, extend last week's decline; ORCL is down 46%+ since September 10 (www.cnbc.com)
2025-12-16 AI Oracle

Thrive Capital announces it has hired Palantir CIO Jim Siders to serve as CEO of Shield Technology Partners, a newly created business focused on IT services (www.cnbc.com)
2025-12-16

Esusu, which offers a rent reporting API to Zillow, banks, and others to help renters build credit scores, raised a $50M Series C at a $1.2B valuation (www.cnbc.com)
2025-12-14

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 (www.cnbc.com)
2025-12-12 Google 4Q

Broadcom reports Q4 revenue up 28% YoY to $18.02B, vs. $17.49B est., and forecasts Q1 revenue above estimates, with AI chip sales doubling to $8.2B (www.cnbc.com)
2025-12-12 AI 4Q

Oracle reports Q2 revenue up 14% YoY to $16.06B vs. $16.21B est., remaining performance obligations up 438% to $523B vs. $502B est.; ORCL drops 5%+ after hours (www.cnbc.com)
2025-12-11 Oracle

Starcloud, which launched a satellite with a Nvidia H100 chip in November, says the satellite is running and querying responses from Google's Gemma (www.cnbc.com)
2025-12-11 Google Nvidia

Amazon will invest $35B+ in India's cloud and AI sector by 2030, adding to the ~$40B it has invested in the country, and says the plan will create 1M more jobs (www.cnbc.com)
2025-12-10 India Amazon AI

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 (www.cnbc.com)
2025-12-9 AI

President Trump says the US will allow Nvidia to ship H200 chips to “approved customers” in China and elsewhere, and that Xi Jinping “responded positively” (www.cnbc.com)
2025-12-9 Trump China Nvidia

Leaked letter: Tiger Global launches Private Investment Partners 17, a fund targeting raising ~$2B to $3B, signaling a pivot from megafunds to more discipline (www.cnbc.com)
2025-12-9

Paramount launches a hostile bid to acquire WBD, offering WBD shareholders $30/share in a $108B all-cash deal; sources say WBD rejected the same bid last week (www.cnbc.com)
2025-12-9

Google Cloud partners with Replit to expand the use of Google's cloud offerings and AI models and to jointly support AI use cases for enterprise customers (www.cnbc.com)
2025-12-5 Google AI

Apple says general counsel Kate Adams and policy chief Lisa Jackson will retire, and Jennifer Newstead, Meta's former chief legal officer, will replace Adams (www.cnbc.com)
2025-12-5 Apple

Microsoft will increase prices for commercial Office subscriptions on July 1, 2026, including a 33% jump for front-line worker plans like Microsoft 365 F1 (www.cnbc.com)
2025-12-5 Microsoft

Horizon Quantum, which aims to list on Nasdaq via a SPAC in Q1 2026, claims it is the first private company to deploy a commercial quantum computer in Singapore (www.cnbc.com)
2025-12-4 Singapore Quantum

Salesforce reports Q3 revenue up 8.6% YoY to $10.26B, vs. $10.27B est., and forecasts Q4 revenue above estimates; CRM jumps 5%+ after hours (www.cnbc.com)
2025-12-4 4Q Salesforce CRM

IoT security device maker Verkada hit a $5.8B valuation after new funding, source says totaling $100M, led by CapitalG; it passed $1B in annualized bookings (www.cnbc.com)
2025-12-4 IoT

MongoDB stock jumped 22% on December 2 after Q3 revenue rose 19% YoY to $628M, above $592M est., and raises full-year guidance on Atlas growth and AI demand (www.cnbc.com)
2025-12-3 AI

Marvell announces a deal to buy Celestial AI for at least $3.25B, expected to close in Q1 2026; the price can rise to $5.5B if Celestial hits revenue targets (www.cnbc.com)
2025-12-3 AI

AWS launches Nova Forge, a $100,000/year service allowing clients to customize Amazon's AI models at various stages of training and refine open-weight models (www.cnbc.com)
2025-12-3 Amazon AI

AWS launches DevOps Agent, an AI-enabled tool designed to help clients quickly identify root causes of outages and implement fixes, available in preview (www.cnbc.com)
2025-12-3 AI

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” (www.cnbc.com)
2025-12-2 Nvidia Tokyo

Kalshi says users can now trade tokenized versions of their wagers on Solana, in a bid to court crypto holders; Polymarket already allows on-chain trading (www.cnbc.com)
2025-12-2

Shopify suffers an outage, leaving some merchants unable to log in or access POS systems, and says it has fixed an issue and is seeing signs of recovery (www.cnbc.com)
2025-12-2 Shopify

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