Articles from www.cnbc.com

Articles from www.cnbc.com

Tesla sues California's DMV to reverse a ruling that found Tesla violated the law by falsely promoting its Autopilot and Full Self-Driving systems (www.cnbc.com)
21 days ago Tesla California

Uber agrees to acquire SpotHero for an undisclosed sum, to offer parking reservation for events and at venues and airports; SpotHero was last valued at $290M (www.cnbc.com)
21 days ago Uber

IBM shares fall 12%+ after Anthropic outlined in a blog post how Claude Code can automate the exploration and analysis phases of COBOL modernization (www.cnbc.com)
21 days ago IBM

Amazon plans to invest $12B in new data centers in Louisiana and says it worked with the local utility “to ensure we pay 100% of the costs” tied to the campus (www.cnbc.com)
21 days ago Amazon

OpenAI launches Frontier Alliances, entering into multiyear deals with Accenture, BCG, Capgemini, and McKinsey to help deploy its enterprise platform Frontier (www.cnbc.com)
21 days ago

Aalyria, a Google spinoff and a Starlink rival that helps satellite constellations fill network gaps during disasters, raised $100M at a $1.3B valuation (www.cnbc.com)
21 days ago Google

Sources: OpenAI is telling investors it's targeting ~$600B in total compute spend by 2030, months after Sam Altman touted $1.4T in infrastructure commitments (www.cnbc.com)
24 days ago

Phil Spencer will retire after 38 years at Microsoft; Asha Sharma, the president of product in Microsoft's Core AI business, will become the CEO of gaming (www.cnbc.com)
24 days ago Microsoft AI

Cadence shares closed up 7.6% on Wednesday after the chip design company reported Q4 revenue up ~6% to $1.44B and adjusted EPS of $1.99, both above estimates (www.cnbc.com)
26 days ago 4Q

DoorDash reports Q4 revenue up 38% YoY to $3.96B, vs. $3.99B est., total orders up 32% to 903M, and forecasts Q1 adjusted EBITDA below estimates (www.cnbc.com)
26 days ago 4Q

Figma reports Q4 revenue up 40% YoY to $303.8M, vs. $293.15M est., and forecasts Q1 revenue above estimates; FIG jumps 15%+ after hours (www.cnbc.com)
26 days ago 4Q

Social media addiction trial: Mark Zuckerberg says increasing engagement on Instagram is not a company goal and that Meta removes underage users it identifies (www.cnbc.com)
26 days ago Instagram Zuckerberg

Nvidia says it is working with Peak XV and other VC firms in India to fund AI startups; over 4,000 Indian AI startups have joined its global startup program (www.cnbc.com)
27 days ago India Startup AI Nvidia

Amazon shares close up 1.2%, snapping a nine-day slide that wiped out $450B+ in market valuation over concerns about Amazon's plan to spend $200B in 2026 capex (www.cnbc.com)
27 days ago Amazon

Figma and Anthropic partner to launch Code to Canvas, letting users import code generated in Claude Code directly into Figma as editable designs (www.cnbc.com)
27 days ago

Render, which is positioning itself as an alternative to Salesforce-owned Heroku, raised $100M at a $1.5B valuation, says 4.5M+ developers use its tools (www.cnbc.com)
27 days ago Salesforce

Sensor Tower: TikTok's US DAUs are at ~95% of the week of Jan. 19, with engagement metrics showing little sign of a mass exodus since its Jan. 23 US takeover (www.cnbc.com)
29 days ago Sensor

BNP Paribas analysis: Anthropic saw visits to its site jump 6.5% after its Super Bowl ad and DAUs jump 11% post-game, outperforming other AI companies (www.cnbc.com)
30 days ago AI

February investor memo: Cohere hit ~$240M in ARR in 2025, above its $200M target, with QoQ growth of 50%+ and average gross margins of ~70% throughout the year (www.cnbc.com)
2026-2-14

Baidu plans to let users access OpenClaw via its search app and integrate OpenClaw's capabilities into its e-commerce business and other services (www.cnbc.com)
2026-2-13

Apple's stock dropped 5% on Thursday, its worst day since April, following FTC scrutiny of Apple News and reports about delays with Siri (www.cnbc.com)
2026-2-13 Apple

Instacart reports Q4 revenue up 12% YoY to $992M vs. $974M est., gross transaction value up 14% to $9.85B, gives strong Q1 guidance; CART jumps 14%+ after hours (www.cnbc.com)
2026-2-13 4Q

Pinterest reports Q4 revenue up 14% YoY to $1.32B, vs. $1.33B est., MAUs up 12% to 619M, and forecasts Q1 revenue below estimates; PINS drops 17%+ after hours (www.cnbc.com)
2026-2-13 4Q

Airbnb reports Q4 revenue up 12% YoY to $2.78B, vs. $2.72B est., Nights and Seats Booked up 10% to 121.9M, and forecasts Q1 revenue above estimates (www.cnbc.com)
2026-2-13 Airbnb 4Q

Cisco stock falls 12%+ as rising memory prices put pressure on the networking company's margins; it is the stock's worst day since 2022 (www.cnbc.com)
2026-2-13 Cisco

Anthropic says its run-rate revenue hit $14B, growing over 10x annually in the past three years, and Claude Code's run-rate revenue hit $2.5B (www.cnbc.com)
2026-2-13

Waymo begins deploying its next-gen Ojai robotaxis, which it says can better navigate in harsh weather, starting with employees and their guests in SF and LA (www.cnbc.com)
2026-2-13

Dutch payments company Adyen reports H2 2025 net revenue up 17% YoY to €1.27B and forecasts 2026 net revenue growth at 20%-22%, vs 22.8% est.; ADYEN falls 15%+ (www.cnbc.com)
2026-2-12 Netherlands

SoftBank Group reports Q3 net profit of $1.6B after its Vision Fund posted a $2.4B gain, as a jump in the value of its OpenAI investment helped offset losses (www.cnbc.com)
2026-2-12

Hong Kong-listed Zhipu AI surged 30% after releasing its GLM-5, an open-source LLM with enhanced coding capabilities and long-running agent tasks (www.cnbc.com)
2026-2-12 Hong Kong AI

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