Articles from www.cnbc.com

Articles from www.cnbc.com

Microsoft announces its first voluntary retirement program, for staff whose years of employment and age add up to 70+; source: 7% of US employees are eligible (www.cnbc.com)
2026-4-24 Microsoft

Sources: Microsoft considered buying Cursor in recent weeks but didn't make an offer; Microsoft has been working to boost GitHub Copilot's popularity (www.cnbc.com)
2026-4-23 Microsoft GitHub

SK Hynix reports Q1 revenue up 198% YoY to ~$35.55B, vs. ~$36.2B est., and operating profit up 405% YoY to ~$25.4B, vs. ~$25.6B est., as memory prices rise (www.cnbc.com)
2026-4-23

Kalshi suspends and fines congressional candidates Mark Moran of Virginia, Matt Klein of Minnesota, and Ezekiel Enriquez of Texas for political insider trading (www.cnbc.com)
2026-4-23 Virginia Texas

ServiceNow reports Q1 subscription revenue up 22% YoY to $3.67B, vs. $3.65B est., says conflict in the Middle East weighed on growth; NOW drops 12%+ after hours (www.cnbc.com)
2026-4-23

IBM reports Q1 revenue up 9% YoY to $15.92B, vs. $15.62B est., software revenue up 11% to $7.05B, and maintains FY 2026 guidance; IBM drops ~6% after hours (www.cnbc.com)
2026-4-23 IBM

LinkedIn names COO Daniel Shapero as its new CEO, succeeding Ryan Roslansky, who will retain his position as EVP at Microsoft (www.cnbc.com)
2026-4-23 Microsoft LinkedIn

Vast Data, which makes software infrastructure for managing large amounts of data with a focus on AI applications, raised a $1B Series F at a $30B valuation (www.cnbc.com)
2026-4-23 AI

Polymarket says perpetuals are coming to the platform and lets users sign for early access; it has not specified whether crypto perpetual futures are included (www.cnbc.com)
2026-4-22

Trump says his administration had “some very good talks” with Anthropic during a WH meeting last week and “it's possible” there will be a deal with DOD (www.cnbc.com)
2026-4-21 Trump

Amazon agrees to invest up to $25B in Anthropic, on top of the $8B that it has already invested; Anthropic commits to spend $100B+ on AWS over the next 10 years (www.cnbc.com)
2026-4-21 Amazon

Cerebras files to go public on Nasdaq and reports $510M in 2025 revenue, up 76% YoY, with a net income of $87.9M, up from a $485M net loss in 2024 (www.cnbc.com)
2026-4-18

Charles Schwab unveils its long-awaited crypto investing product, Schwab Crypto, with a 0.75% fee on trades and plans to launch in the coming weeks (www.cnbc.com)
2026-4-17

Anthropic says Opus 4.7 is “less broadly capable” than Claude Mythos Preview and that its “cyber capabilities are not as advanced” as those of Mythos Preview (www.cnbc.com)
2026-4-17

Anthropic secures new London office space for 800 people, days after OpenAI unveiled its first London office; Anthropic currently has 200+ London staff (www.cnbc.com)
2026-4-16 London

TSMC reports Q1 revenue up 35.1% YoY to ~$35B, net income up 58.3% YoY to ~$18B, both above est., and says 7nm or smaller chips were ~74% of its wafer revenue (www.cnbc.com)
2026-4-16

ASML reports Q1 net sales of €8.8B, vs. €8.5B est., and €2.8B net profit, vs. €2.5B est., and raises 2026 net sales forecast to €36B-€40B from €34B-€39B (www.cnbc.com)
2026-4-15

Meta and Broadcom announce an expanded partnership to co-develop multiple generations of Meta's MTIA chips; Broadcom CEO Hock Tan plans to leave Meta's board (www.cnbc.com)
2026-4-15

Nvidia stock rose 18%+ over the past ten days, its longest winning streak since 2023; Jensen Huang said in March that Nvidia has $1T of GPU orders through 2027 (www.cnbc.com)
2026-4-15 Nvidia

Oracle expands its partnership with fuel cell maker Bloom to procure up to 2.8 GW of capacity, after receiving a warrant to purchase $400M of Bloom stock (www.cnbc.com)
2026-4-14 Oracle

Internal memo: OpenAI Chief Revenue Officer Denise Dresser says the Microsoft deal “limited our ability” to reach clients on Bedrock and touts its Amazon deal (www.cnbc.com)
2026-4-13 Amazon Microsoft

OpenAI plans to open its first permanent London office with a 500+ staff capacity; in February, OpenAI said it would make London its largest non-US research hub (www.cnbc.com)
2026-4-13 London

Takeaways from HumanX, one of the AI industry's main events: Claude Code dominated the conversation, while some execs noted China's lead in open-weight models (www.cnbc.com)
2026-4-12 China AI

Sources: a week before Mythos release, JD Vance and Scott Bessent questioned Amodei, Altman, and others about AI model security and responding to cyber attacks (www.cnbc.com)
2026-4-11 AI

Meta commits to spending additional $21B on AI cloud infrastructure from CoreWeave, running from 2027 to 2032, on top of its prior $14.2B deal that ends in 2031 (www.cnbc.com)
2026-4-9 AI

TSMC says its most advanced chip packaging tech, CoWoS, is growing at an 80% CAGR as it ramps up capacity; Nvidia has reportedly reserved most of the capacity (www.cnbc.com)
2026-4-9 Nvidia

CFO Sarah Friar says OpenAI will “for sure” reserve shares for retail investors in its IPO, after “strong demand” from individuals in its latest funding round (www.cnbc.com)
2026-4-9 IPO Retail

Meta will offer Muse Spark in private preview via API to select partners, and plans to offer paid API access to a wider audience at a later date; META jumps 8%+ (www.cnbc.com)
2026-4-9

Alibaba and China Telecom launch a data center in southern China that is powered by 10,000 of Alibaba's Zhenwu chips designed for AI training and inferencing (www.cnbc.com)
2026-4-9 China Alibaba AI

A look at Catches and other startups that are offering AI tools to let shoppers visualize fit and style before buying clothes, aiming to curb online returns (www.cnbc.com)
2026-4-7 Startup AI

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