Articles from www.cnbc.com

Articles from www.cnbc.com

Duolingo stock falls 25%+ after saying it expects bookings to range between $329.5M and $335.5M this quarter, falling short of a $344.3M estimate (www.cnbc.com)
2025-11-7

Google says Ironwood, its seventh-gen TPU, will launch in the coming weeks and is more than 4x faster than its sixth-gen TPU; it comes in a 9,216-chip config (www.cnbc.com)
2025-11-7 Google

Sens. Mark Warner and Josh Hawley introduce a bipartisan bill that would require companies and US agencies to submit quarterly reports on AI-related job impacts (www.cnbc.com)
2025-11-6 AI

Figma reports Q3 revenue up 38% YoY to $274.2M, vs. $265.2M est., adjusted operating margin of 12%, vs. 6.5% est., and forecasts Q4 revenue above estimates (www.cnbc.com)
2025-11-6 4Q

Robinhood reports Q3 revenue up 100% YoY to $1.27B, vs. $1.19B est., transaction-based revenue up 129% to $730M, vs. $739M est., and net income up 271% to $556M (www.cnbc.com)
2025-11-6

DoorDash reports Q3 revenue up 27% YoY to $3.45B, vs. $3.36B est., and total orders up 21% to 776M, vs. 770.13M est.; DASH drops 18%+ after hours (www.cnbc.com)
2025-11-6

Qualcomm reports Q4 revenue up 10% to $11.27B, vs. $10.79B est., handsets revenue up 14% to $6.96B, and forecasts Q1 revenue above estimates (www.cnbc.com)
2025-11-6 4Q

Snap reports Q3 revenue up 10% YoY to $1.51B vs. $1.49B est., DAUs up 8% to 477M vs. 476M est., and announces a $500M share buyback; SNAP jumps 23%+ after hours (www.cnbc.com)
2025-11-6

Pinterest shares dropped 20% on Wednesday after forecasting Q4 revenue below estimates as advertising took a hit from retailers dealing with tariffs (www.cnbc.com)
2025-11-6 4Q

Armis, which helps businesses secure and manage IoT devices, raised $435M at a $6.1B valuation, up from $4.2B after raising a $200M Series D in October 2024 (www.cnbc.com)
2025-11-5 IoT

Shares of Asian AI-linked companies fall, tracking declines in US peers, as investors worry about stretched valuations; SoftBank falls 9%+, Advantest 7%+ (www.cnbc.com)
2025-11-5 AI

Pinterest reports Q3 revenue up 17% YoY to $1.05B, MAUs up 12% to 600M, vs. 590M est., but forecasts Q4 revenue below est.; PINS drops 13%+ after hours (www.cnbc.com)
2025-11-5 4Q

Perplexity AI accuses Amazon of “bullying” after receiving “an aggressive legal threat” demanding Comet not make purchases on users' behalf (www.cnbc.com)
2025-11-5 Amazon AI

Nintendo reports Q2 revenue of $3.7B, vs. ~$3B est., and net profit of ~$667M, vs. ~$412M est.; it now expects 19M Switch 2 sales by March 2026, up from 15M (www.cnbc.com)
2025-11-4 Nintendo

Palantir reports Q3 revenue up 63% YoY to $1.18B, vs. $1.09B est., US government revenue up 52% to $486M, and forecasts Q4 revenue above estimates (www.cnbc.com)
2025-11-4 4Q

Lambda announces a multibillion-dollar agreement with Microsoft for AI infrastructure powered by Nvidia chips; the specific deal value was not disclosed (www.cnbc.com)
2025-11-4 Microsoft AI Nvidia

As part of the AWS deal, OpenAI says it will immediately begin running workloads on AWS infrastructure, tapping hundreds of thousands of Nvidia GPUs in the US (www.cnbc.com)
2025-11-4 Nvidia

MongoDB CEO Dev Ittycheria is stepping down after 11 years, replaced by Cloudflare President of Product & Engineering Chirantan Desai, effective November 10 (www.cnbc.com)
2025-11-4

Microsoft AI chief Mustafa Suleyman says only biological beings can be conscious and it “would be absurd to pursue research” about AI consciousness (www.cnbc.com)
2025-11-3 Microsoft AI

Baidu says its Apollo Go robotaxi hit 250,000 weekly orders globally as of October 31, matching Waymo's 250,000 weekly paid US rides reported in April 2025 (www.cnbc.com)
2025-11-3

Pony.ai becomes the first company to receive a citywide robotaxi permit for Shenzhen, allowing self-driving taxis to operate beyond pilot zones (www.cnbc.com)
2025-11-1 AI Shenzhen

Apple reports Q4 revenue up 8% YoY to $102.47B, vs. $102.24B est., net income up 86% to $27.5B, and FY 2025 revenue up 6% to $416.16B (www.cnbc.com)
2025-10-31 Apple 4Q

Netflix announces a 10-for-1 stock split, after its shares boomed over the last three years to above $1,000 a share (www.cnbc.com)
2025-10-31 Netflix

Reddit reports Q3 revenue up 68% YoY to $585M, vs. $546M est., and daily active uniques up 19% to 116M, vs. 114M est.; RDDT jumps 5%+ after hours (www.cnbc.com)
2025-10-31 Reddit

Amazon reports Q3 AWS revenue up 20% YoY to $33B, vs. $32.42B est., and AWS operating income up 9.5% YoY to $11.4B (www.cnbc.com)
2025-10-31 Amazon

Samsung reports Q3 revenue up 8.85% YoY to ~$60.5B, vs. ~$60.4B est., and operating profit up 32.9% YoY to ~$8.57B, vs. ~$7.9B est., more than doubling from Q2 (www.cnbc.com)
2025-10-30 Samsung

Microsoft's OpenAI investment resulted in a $3.1B hit to Q1 net income; Productivity and Business Processes revenue, with Office and LinkedIn, grew 17% to $33B (www.cnbc.com)
2025-10-30 Microsoft LinkedIn

Meta reports Reality Labs Q3 revenue of $470M vs. $316M est., and a $4.4B operating loss vs. $5.1B est.; Reality Labs has lost $70B+ since 2020 (www.cnbc.com)
2025-10-30

Alphabet reports Google Cloud Q3 revenue of $15.15B vs. $14.74B est., and raises 2025 capex forecast to $91B-$93B, after projecting $85B in July (www.cnbc.com)
2025-10-30 Google Alphabet

Microsoft 365 and Azure suffer outages; users report problems accessing sites and services, and the company says it is investigating (www.cnbc.com)
2025-10-30 Microsoft

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