Articles from www.cnbc.com

Articles from www.cnbc.com

Cisco reports Q2 revenue up 10% YoY to $15.35B, vs. $15.12B est., and forecasts Q3 adjusted EPS only in line with estimates; CSCO drops 7%+ after hours (www.cnbc.com)
2026-2-12 Cisco

Elon Musk announces an xAI reorganization that “required parting ways with some people”, after two xAI co-founders announced they were leaving this week (www.cnbc.com)
2026-2-12 Elon Musk

EssilorLuxottica says it sold over 7M Meta AI glasses in 2025, up from the 2M that the company sold in 2023 and 2024 combined (www.cnbc.com)
2026-2-12 AI

Meta launches an AI feature that lets Threads users temporarily personalize their feed by specifying topics in a public post that begins with “Dear Algo” (www.cnbc.com)
2026-2-12 AI

Anthropic CCO Paul Smith says the company is focused on “growing revenue” rather than making “flashy headlines”, calls the market selloff “hyperbole”, and more (www.cnbc.com)
2026-2-12

Lyft launches teen accounts in the US more than two years after Uber, with safety features such as PIN verification, real-time tracking, and audio recordings (www.cnbc.com)
2026-2-10 Uber

Shares of Monday.com plunge 20%+ after the company issued weak Q1 guidance, as it battles rising pressure from agentic AI tools (www.cnbc.com)
2026-2-10 AI

Databricks raised $5B in funding and $2B in new debt at a $134B valuation and says its annualized revenue exceeded $5.4B for the January quarter, up 65% YoY (www.cnbc.com)
2026-2-10

Workday announces CEO Carl Eschenbach is stepping down and will be replaced by the company's co-founder, Aneel Bhusri, effective immediately; WDAY drops 8%+ (www.cnbc.com)
2026-2-10

Internal memo: Sam Altman tells staff that ChatGPT is “back to exceeding 10% monthly growth”, and OpenAI plans to release “an updated Chat model” this week (www.cnbc.com)
2026-2-10

Nvidia stock closes up 7.87% after Jensen Huang said the tech industry's surging capex for AI infrastructure is justified, appropriate, and sustainable (www.cnbc.com)
2026-2-7 AI Nvidia

Goldman Sachs says it has been working with Anthropic on AI agents to automate a growing number of roles at the bank, including client vetting and onboarding (www.cnbc.com)
2026-2-6 AI Goldman

Reddit reports Q4 revenue up 70% YoY to $726M, vs. $665M est., DAUq up 19% to 121.4M, above est., forecasts Q1 revenue above est., announces a $1B share buyback (www.cnbc.com)
2026-2-6 4Q Reddit

Amazon reports Q4 AWS revenue up 24% YoY to $35.6B, vs. $34.9B est., AWS operating income up 17% YoY to $12.5B, and boosts capex in 2026 to $200B (www.cnbc.com)
2026-2-6 Amazon 4Q

Sony reports Q3 revenue up 1% YoY to ~$23.68B, vs. ~$23.53B est., operating profit up 22% to ~$3.28B, vs. ~$2.99B est., raises FY operating profit outlook 8% (www.cnbc.com)
2026-2-5 Sony

Andy Jassy taps Dharmesh Mehta, Amazon VP of worldwide selling partner services, as technical advisor, a “shadow” role often leading to greater responsibilities (www.cnbc.com)
2026-2-5 Amazon

Snap reports Q4 revenue up 10% YoY to $1.72B, vs. $1.7B est., DAUs up 5% to 474M, vs. 478M est., and announces a $500M share buyback; SNAP jumps 5%+ after hours (www.cnbc.com)
2026-2-5 4Q

Microsoft says cybersecurity head Charlie Bell will move into a position focused on engineering quality; Hayete Gallot will return from Google to run security (www.cnbc.com)
2026-2-5 Google Microsoft

KKR and Singtel agree to acquire the remaining 82% stake in data center operator STT GDC for ~$5.1B, giving the company an enterprise value of ~$10.86B (www.cnbc.com)
2026-2-4

Bitcoin dived below the $73,000 mark on Tuesday, hitting its lowest price since November 2024 as heavy selling resumes amid mounting geopolitical concerns (www.cnbc.com)
2026-2-4 Bitcoin

Nintendo reports Q3 revenue of $5.2B vs. $5.45B est., a net profit of $1.03B vs. $950M est., and maintains its 19M Switch 2 sales forecast for fiscal 2026 (www.cnbc.com)
2026-2-3 Nintendo

Palantir reports Q4 revenue up 70% YoY to $1.41B, vs. $1.33B est., and forecasts FY 2026 and Q1 revenue above estimates; PLTR jumps 6%+ after hours (www.cnbc.com)
2026-2-3 4Q

OpenAI plans to retire several models from ChatGPT on February 13, including GPT‑4o, GPT‑4.1, and o4-mini, saying only 0.1% of users still choose GPT-4o (www.cnbc.com)
2026-1-30

Apple reports Q1 revenue up 16% YoY to $143.76B, vs. $138.48B est., net income up 16% to $42.1B, and China net sales up 38% to $25.53B (www.cnbc.com)
2026-1-30 China Apple

Microsoft shares fell ~10% on Thursday following an earnings report that disappointed some investors, the stock's sharpest daily decline since March 2020 (www.cnbc.com)
2026-1-30 Microsoft

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)
2026-1-29 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)
2026-1-29 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)
2026-1-29 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)
2026-1-29 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)
2026-1-29 4Q

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