Articles from www.cnbc.com

Articles from www.cnbc.com

Jensen Huang says Microsoft and Nvidia will “reinvent the PC”, starting with 30+ laptops and 10 desktops coming in the fall from Dell, HP, Lenovo, and others (www.cnbc.com)
14 days ago Microsoft Nvidia Lenovo

The DOD's $9.7B contract with Dell has raised eyebrows as a potential payback for Michael and Susan Dell's $6.25B donation to 25M US children's Trump Accounts (www.cnbc.com)
16 days ago Trump

SentinelOne's stock closes down 8% after the company announced plans to lay off 8% of its workforce and forecasted Q2 and FY revenue guidance below estimates (www.cnbc.com)
17 days ago

Dell stock closed up 32.81%, its best day ever, after reporting its fastest pace of revenue growth for any period since returning to the public market in 2018 (www.cnbc.com)
17 days ago

Okta reports Q1 revenue up 11% YoY to $765M, vs. $752M est., says the agentic AI build-out is spiking demand for its identity tools; OKTA jumps 7%+ after hours (www.cnbc.com)
18 days ago AI

Dell reports Q1 revenue up 88% YoY to $43.84B, vs. $35.43B est., and forecasts FY 2027 revenue above estimates; DELL jumps 15%+ after hours (www.cnbc.com)
18 days ago

Snowflake stock closed up 36% on Thursday, its best day ever, after the company boosted guidance and announced an AI compute deal with Amazon (www.cnbc.com)
18 days ago Amazon AI

Israel-based web development company Wix is cutting 20% of its workforce, citing the “fast evolution of AI capabilities” and currency exchange rate difficulties (www.cnbc.com)
18 days ago Israel AI

Mark Zuckerberg tells shareholders that a Meta cloud computing business is “definitely on the table” if it overspends on data centers and has excess capacity (www.cnbc.com)
19 days ago Zuckerberg

The US DOD announces a $9.7B five-year deal with Dell to provide Microsoft 365, advanced cloud subscriptions, and on-premises licensing to the US military (www.cnbc.com)
19 days ago Microsoft

Snowflake reports Q1 revenue up 33% YoY to $1.39B, vs. $1.32B est., and commits to spending $6B on AWS over five years; SNOW jumps 29%+ after hours (www.cnbc.com)
19 days ago

Salesforce reports Q1 revenue up 13% YoY to $11.13B, vs. $11.05B est., Agentforce annual recurring revenue up 205% to $1.2B, and forecasts Q2 revenue below est. (www.cnbc.com)
19 days ago Salesforce

The UK's GCHQ head says the UK and allies have a “narrowing window” to counter cyber threats from China and Russia, as Russia intensifies “daily” hybrid warfare (www.cnbc.com)
19 days ago Russia China

Amazon says it is making the “architecture, starter code, and learnings” from Alexa for Shopping available to third-party retailers, starting with Kate Spade (www.cnbc.com)
19 days ago Amazon

Micron hit a $1T market value for the first time on Tuesday as shares jumped 19%, driven by demand for its memory chips in the AI race (www.cnbc.com)
20 days ago AI

American Airlines picks SpaceX's Starlink for in-flight Wi-Fi on more than 500 planes; SpaceX already has contracts with United Airlines, Southwest, and others (www.cnbc.com)
20 days ago U.S. SpaceX United Airlines

Dropbox founder Drew Houston is stepping down as CEO after 19 years to become executive chairman, replaced by Ashraf Alkarmi, who is SVP and GM of Dropbox Core (www.cnbc.com)
20 days ago Dropbox

Qualcomm stock closed up 11.6% on Friday and is now up 75% in the past month, as the company increasingly becomes a key player in AI devices (www.cnbc.com)
24 days ago AI

Reddit stock fell 5%+ on Friday after Meta launched a standalone app for online forums, called Forum; Reddit's stock is now down almost 40% this year (www.cnbc.com)
24 days ago Reddit

Republican House Oversight Committee Chairman James Comer says he requested information from Kalshi and Polymarket on their efforts to prevent insider trading (www.cnbc.com)
24 days ago Republican

Meta, Broadcom, Applied Materials, GlobalFoundries, and Synopsys launch a $125M “Semiconductor Hub” at UCLA to advance AI chip research and more (www.cnbc.com)
24 days ago AI

Shares of quantum computing companies surged Thursday after the US government awarded grants and took equity stakes: D-Wave closed up 33%, Rigetti 30%, IBM 12% (www.cnbc.com)
25 days ago IBM Equity Quantum

Spotify closes up 13% after announcing new features and 2030 guidance, forecasting a compound annual growth rate in the mid-teens and gross margins of 35%-40% (www.cnbc.com)
25 days ago Spotify

Workday reports Q1 revenue up 13% YoY to $2.54B vs. $2.52B est., and lifts its full-year forecast, saying its AI strategy is working; WDAY jumps 9%+ after hours (www.cnbc.com)
25 days ago AI

Jeff Bezos dismisses AI job fears, defends billionaires against “vilification”, proposes eliminating income taxes for low earners, and praises President Trump (www.cnbc.com)
25 days ago Trump Tax AI Jeff Bezos

Jensen Huang said that Nvidia has “largely conceded” China's AI chip market to Huawei and should “expect nothing” regarding chip sale approvals to China (www.cnbc.com)
26 days ago China AI Nvidia

Mercury, which provides banking services to startups, raised a $200M Series D led by TCV at a $5.2B valuation, up from $3.5B in March 2025 (www.cnbc.com)
26 days ago Startup

Singapore announces a National AI Partnership with Google and an MoU with OpenAI, which will set up an AI lab and commit $234M+ to the city-state's AI ecosystem (www.cnbc.com)
26 days ago Google AI Singapore

Radar, which helps retailers like American Eagle manage inventory and cut back on theft and lost merchandise, raised a $170M Series B at a $1B+ valuation (www.cnbc.com)
27 days ago U.S.

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 (www.cnbc.com)
27 days ago

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