Articles from www.cnbc.com

Articles from www.cnbc.com

Super Micro forecasts FY 2026 revenue above est. and is “confident” it will file its delayed annual report by the Feb. 25 deadline; SMCI jumps 7%+ after hours (www.cnbc.com)
2025-2-12

Investors behind the $97.4B OpenAI bid include xAI, Baron Capital, Valor, Atreides, Vy Capital, Joe Lonsdale's 8VC, and an investment vehicle led by Ari Emanuel (www.cnbc.com)
2025-2-11

An Alabama man pleads guilty in connection with the Jan. 2024 SIM-swap hack of the SEC's X account, then used to falsely claim the SEC had approved bitcoin ETFs (www.cnbc.com)
2025-2-11 Bitcoin ETF

Sources: Anduril has signed a term sheet to raise up to $2.5B at a $28B valuation; its revenue in 2024 doubled to ~$1B and annual contract value reached $1.5B (www.cnbc.com)
2025-2-8

Elon Musk says he will rehire a DOGE staffer who resigned following the exposure of his posts advocating for racism and eugenics, after Trump endorsed the idea (www.cnbc.com)
2025-2-8 Trump Elon Musk Racism

Sources: SoftBank is set to invest $40B in OpenAI at a $260B pre-money valuation; OpenAI was last valued at $157B by private investors in October 2024 (www.cnbc.com)
2025-2-8

Amazon expects to boost its capex to $100B in 2025, largely driven by AI and up from 2024's ~$83B, on what Andy Jassy calls a “once-in-a-lifetime” opportunity (www.cnbc.com)
2025-2-7 Amazon AI

Affirm reports Q2 revenue up 47% YoY to $866M, vs. $807M est., GMV up 35% YoY to $10.1B, and active consumers up 23% YoY to 21M; AFRM jumps 10%+ after hours (www.cnbc.com)
2025-2-7

Amazon reports Q4 AWS revenue up 19% YoY to $28.8B, in line with est., and AWS operating income of $10.6B, up from $7.2B in Q4 2023 (www.cnbc.com)
2025-2-7 Amazon 4Q

WH crypto czar David Sacks says stablecoin legislation could be done in the next six months, after lawmakers introduced a bill to create a regulatory framework (www.cnbc.com)
2025-2-6

Qualcomm reports Q1 revenue up 17% YoY to $11.67B, vs. $10.93B est., handsets revenue up 13% to $7.57B, net income up 15% to $3.18B, issues a strong Q2 guidance (www.cnbc.com)
2025-2-6

The USPS says it will resume accepting mail from China and Hong Kong, hours after suspending service, and is working with the CBP on “the new China tariffs” (www.cnbc.com)
2025-2-6 China Hong Kong

Alphabet expects to invest about $75B in capex in 2025, vs. $59.73B est.; GOOG drops 7%+ after hours after its Q4 revenue missed estimates (www.cnbc.com)
2025-2-5 4Q Alphabet

Snap reports Q4 revenue up 14% YoY to $1.56B, vs. $1.33B est., global DAUs up 9%, issues light Q1 guidance, names Ajit Mohan as CBO; SNAP jumps 10%+ after hours (www.cnbc.com)
2025-2-5 4Q

Palantir reports Q4 revenue of $828M, up 36% YoY, vs. $776M est., US commercial revenue up 64% YoY; PLTR, which soared 340% in 2024, jumps ~15% after hours (www.cnbc.com)
2025-2-4 4Q

SoftBank commits $3B annually for itself and subsidiaries to use OpenAI's tech, and launches SB OpenAI Japan to market OpenAI's enterprise tech in Japan (www.cnbc.com)
2025-2-3 Japan

Hugging Face's Thomas Wolf and other experts say startups like DeepSeek and the rise of AI agents may erode the value of LLMs from OpenAI and Big Tech companies (www.cnbc.com)
2025-2-2 Startup AI

Atlassian reports Q2 revenue of $1.29B vs. $1.24B est. and expects 26.5% cloud growth, 21.5% data center growth for the fiscal year; TEAM jumps 20%+ pre-market (www.cnbc.com)
2025-2-1 Atlassian

Cloudflare Radar: TikTok has nearly bounced back to its original traffic levels after usage fell 85% when the app temporarily shut down on January 19 (www.cnbc.com)
2025-2-1

Samsung reports Q4 revenue up 12% YoY to ~$52.2B, vs. ~$51.9B est., operating profit up 132% YoY to ~$4.5B, vs. ~$4.7B est., and FY 2024 revenue of ~$207B (www.cnbc.com)
2025-1-31 Samsung 4Q

Apple Services revenue reached an all-time high of $26.34B in Q1, up 14% YoY, beating estimates and helping lift the company's gross margin to a record 46.9% (www.cnbc.com)
2025-1-31 Apple

Apple reports Q1 revenue up 4% YoY to $124.3B, net income up 7.1% to $36.3B, China net sales down 11% to $18.5B, the largest drop in China sales since Q1 2024 (www.cnbc.com)
2025-1-31 China Apple

Intel reports Q4 revenue down 7% YoY to $14.26B, vs. $13.81B est., Data Center and AI down 3% YoY to $3.39B, and forecasts Q1 revenue below estimates (www.cnbc.com)
2025-1-31 Intel AI 4Q

Fairshake, the crypto super PAC bankrolled by Coinbase, a16z, and others, says it has $116M in cash on hand aimed at the 2026 midterm election cycle (www.cnbc.com)
2025-1-31 Coinbase

Microsoft stock fell 5%+ after saying it expects revenues for the current quarter to range between $67.7B and $68.7B, compared to the estimated $69.78B (www.cnbc.com)
2025-1-31 Microsoft

OpenAI says the US National Laboratories will use its o1 models for research; it will work with Microsoft to deploy a model on Los Alamos' Venado supercomputer (www.cnbc.com)
2025-1-31 Microsoft

Meta's Reality Labs posts Q4 revenue up 1% YoY to $1.1B, vs. $1.1B est., and a $4.97B operating loss, vs. $5.4B est.; Reality Labs has lost $60B+ since 2020 (www.cnbc.com)
2025-1-30 4Q

Microsoft reports Q2 Intelligent Cloud revenue up 19% YoY to $25.5B, vs. $25.8B est., with Azure and other cloud services revenue up 31%, down from 33% in Q1 (www.cnbc.com)
2025-1-30 Microsoft

ASML CEO Christophe Fouquet says cheaper AI “could mean more applications” and “more demand over time”, and “cost and energy” are the big issues to address (www.cnbc.com)
2025-1-29 Energy AI

ASML reports Q4 net profit of €2.69B on €9.26B net sales, net bookings up 169% QoQ to €7.09B, and expects 2025 net sales of €30B to €35B, up from €28.3B in 2024 (www.cnbc.com)
2025-1-29 4Q

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