Articles from www.cnbc.com

Articles from www.cnbc.com

AWS says service recovery “continues to improve” after an outage in its US-EAST-1 region, first reported at 3:11am ET, that took down numerous major websites (www.cnbc.com)
2025-10-21

Reid Hoffman calls Anthropic “one of the good guys” after David Sacks accused the company of running a “regulatory capture strategy based on fear-mongering” (www.cnbc.com)
2025-10-21

OpenAI says it will work with SAG-AFTRA, CAA, UTA, and others to crack down on Sora 2 deepfakes, following concerns from actor Bryan Cranston and SAG-AFTRA (www.cnbc.com)
2025-10-21

Anthropic announces Claude Life Sciences, a new offering for researchers that integrates Claude AI models with lab tools like Benchling to boost efficiency (www.cnbc.com)
2025-10-21 AI

A profile of Credo, which makes active electrical cables to connect AI servers and whose stock price has more than doubled this year, after soaring 245% in 2024 (www.cnbc.com)
2025-10-19 AI

Marc Benioff apologizes for saying Trump should send the National Guard to SF, says the comments were made out of “an abundance of caution” around Dreamforce (www.cnbc.com)
2025-10-18 Trump

Apple and Formula One announce a five-year US media rights deal for all races starting in 2026; sources: Apple is paying $140M/year, up from ESPN's ~$85M/year (www.cnbc.com)
2025-10-18 Apple

EssilorLuxottica stock jumps 10%+ after reporting Q3 revenue up 11.7% YoY to €6.9B, with wearables like Ray-Ban Meta contributing 4 percentage points to growth (www.cnbc.com)
2025-10-17 Ban

Microsoft to bring Copilot Actions, which can use apps to complete certain tasks on local files in Windows 11, to the Windows Insider Program and Copilot Labs (www.cnbc.com)
2025-10-17 Microsoft

Upgrade, which offers online loans and other financial services, raised $165M led by Neuberger Berman at a $7.3B valuation and is “12 to 18 months” from an IPO (www.cnbc.com)
2025-10-16 IPO

The US FCC announces proceedings to potentially bar Hong Kong telecom HKT and its subsidiaries from accessing domestic US networks, citing its ties to China (www.cnbc.com)
2025-10-16 China Hong Kong

The EU's aim to triple AI data center capacity over the next five to seven years sparks water scarcity concerns, especially in water-stressed Southern Europe (www.cnbc.com)
2025-10-16 Europe AI

Salesforce says it expects FY 2030 revenue of $60B+, vs. $58.37B est., excluding impact from the $8B pending acquisition of data management company Informatica (www.cnbc.com)
2025-10-16 Salesforce

Sam Altman says OpenAI is “not the elected moral police of the world” after receiving backlash for saying ChatGPT will allow “erotica for verified adults” (www.cnbc.com)
2025-10-16

ASML reports Q3 net sales of €7.5B, v. €7.7B est., and €2.12B net profit, v. €2.11B est., warning that it expects China sales to decline “significantly” in 2026 (www.cnbc.com)
2025-10-15 China

OpenAI forms the Expert Council on Well-Being and AI, with eight experts to help guide OpenAI's work on ChatGPT and Sora (www.cnbc.com)
2025-10-15 AI

The US DOJ seizes ~$15B in bitcoin from a man who oversaw a Cambodian “pig butchering” operation, in the DOJ's largest ever forfeiture; the man remains at large (www.cnbc.com)
2025-10-15 Bitcoin

Oracle plans to deploy 50K AMD Instinct MI450 chips, announced in June, starting in H2 2026; the Instinct MI450 is AMD's first chip for rack-sized systems (www.cnbc.com)
2025-10-14 Oracle AMD

Sources: Tata Electronics bought the Indian unit of Justech Precision, a China-based Apple supplier that provides CNC machines to Foxconn, for ~$100M in August (www.cnbc.com)
2025-10-14 China India Apple

Charlie Kawwas, president of Broadcom's semiconductor group, says OpenAI is not the $10B customer the company announced during its earnings call in September (www.cnbc.com)
2025-10-14

Broadcom closes up 9.88% following the announcement of its custom chip deal with OpenAI; its stock is up over 50% in 2025 after more than doubling in 2024 (www.cnbc.com)
2025-10-14

JPMorgan Chase launches a decade-long plan to invest $10B in industries critical for national security, including “frontier” tech like AI and quantum computing (www.cnbc.com)
2025-10-14 AI JPMorgan Quantum

Quantum computing stocks jumped after JPMorgan announced a $10B strategic tech investment; Arqit, D-Wave, Rigetti, and IonQ each rose about 20% (www.cnbc.com)
2025-10-14 JPMorgan Quantum

Sources: Morgan Stanley told its financial advisors it will broaden access to crypto investments to all clients and allow such investments in any account type (www.cnbc.com)
2025-10-11 Morgan Stanley

Leaked audio: Apple nears a deal to acquihire computer vision startup Prompt AI; it was approached by other potential suitors, including xAI and Neuralink (www.cnbc.com)
2025-10-11 Startup AI Apple

Govini, a Palantir competitor whose AI software Ark helps militaries manage product lifecycles, raised $150M led by Bain and says it hit $100M in ARR (www.cnbc.com)
2025-10-11 AI

Trump says the US would impose an extra 100% tariff on imports from China and export controls on “any and all critical software” from November 1 (www.cnbc.com)
2025-10-11 Trump China

President Trump threatens a “massive increase of Tariffs” on Chinese products, in response to export controls that China imposed on rare earth minerals (www.cnbc.com)
2025-10-11 Trump China

Campus, which is building an online alternative to community colleges, hires Meta's ex-VP of AI Jerome Pesenti as its CTO, and acquires his company Sizzle AI (www.cnbc.com)
2025-10-11 AI

China bans TechInsights from working with or receiving data from Chinese entities, citing national security concerns, after a report on Huawei's Ascend AI chips (www.cnbc.com)
2025-10-10 China AI

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