Articles from www.cnbc.com

Articles from www.cnbc.com

Nvidia embraces its role as an AI investor in 2026, committing $40B+ to equity investments including a $30B stake in OpenAI, $3.2B in Corning, and $2.1B in IREN (www.cnbc.com)
27 days ago AI Nvidia Equity

Whoop plans to offer on-demand video consultations with licensed clinicians for US users, and adds electronic health records and AI-powered health guidance (www.cnbc.com)
29 days ago AI

Nintendo reports Q4 revenue of ~$2.60B, below ~$2.75B est., net profit of ~$416M, above ~$403.68M est., and forecasts a decline in FY 2027 Switch 2 unit sales (www.cnbc.com)
30 days ago Nintendo 4Q

Sony reports Q4 revenue of $19.4B, above ~$18.4B est., operating profit of ~$1.06B, below ~$1.7B est., and forecasts FY 2027 net profit to rise 13% to ~$7.4B (www.cnbc.com)
30 days ago 4Q Sony

French prosecutors escalate an investigation into Elon Musk and X, focused on alleged algorithmic manipulation and sexual deepfakes, to a criminal probe (www.cnbc.com)
30 days ago France Elon Musk

CoreWeave reports Q1 revenue up 112% YoY to $2.08B, vs. $1.97B est., a $99.4B revenue backlog, forecasts Q2 revenue below estimates; CRWV drops 8%+ after hours (www.cnbc.com)
30 days ago

Nvidia and data center operator IREN announce a deal to deploy up to 5 GW of AI infrastructure; Nvidia can invest $2.1B into IREN; IREN jumps 9%+ after hours (www.cnbc.com)
30 days ago AI Nvidia

Coinbase reports Q1 revenue down 31% YoY to $1.41B, vs. $1.52B est., and a loss of $1.49 per share, vs. a $0.27 profit est.; COIN drops 4%+ after hours (www.cnbc.com)
30 days ago Coinbase

Airbnb reports Q1 revenue up 18% YoY to $2.68B, vs. $2.62B est., Nights and Seats Booked up 9% to 156.2M, vs. 155.77M est., lifts 2026 revenue growth guidance (www.cnbc.com)
30 days ago Airbnb

Snap reports Q1 revenue up 12% YoY to $1.53B, in line with est., and says it ended its $400M Perplexity deal announced in November; SNAP drops 4%+ after hours (www.cnbc.com)
2026-5-7

Apple's R&D spending hit 10.3% of revenue in Q2, up from 7.6% in Q1 and 9% in Q2 2025, amid the AI boom; Q2 revenue rose 17% YoY, while R&D jumped 34% YoY (www.cnbc.com)
2026-5-6 AI Apple

Corning and Nvidia partner to open three advanced manufacturing plants in North Carolina and Texas dedicated to optical tech, boosting Corning's US capacity 10x (www.cnbc.com)
2026-5-6 Manufacturing Nvidia Texas

Micron closes up 11% after announcing its highest-capacity SSD has started to ship, lifting its market cap past $700B for the first time; Sandisk closes up 12% (www.cnbc.com)
2026-5-6

Memo: Xbox CEO Asha Sharma overhauls the group's leadership, including bringing over executives from Microsoft's CoreAI engineering unit where she worked before (www.cnbc.com)
2026-5-6 Microsoft Xbox

Intel stock jumps 12%+, hitting a new all-time high, on a report that Apple has had early-stage talks with Intel about enlisting Intel's chipmaking services (www.cnbc.com)
2026-5-6 Intel Apple

Crypto stocks jump after lawmakers struck a compromise on the CLARITY Act to preserve stablecoin rewards under certain conditions; Circle's stock closed up ~20% (www.cnbc.com)
2026-5-5

Pinterest reports Q1 revenue up 18% YoY to $1B, vs. $966M est., MAUs up 11% YoY to 631M, and forecasts Q2 revenue above estimates; PINS jumps 17%+ after hours (www.cnbc.com)
2026-5-5

Bret Taylor's Sierra, which sells AI customer service agents, raised a $950M Series E led by Tiger and GV at a $15.8B post-money valuation, up from $10B in 2025 (www.cnbc.com)
2026-5-5 AI

The jury-less bench trial phase of Meta's child safety case in NM begins today to determine if Meta's actions were a public nuisance and warrant product changes (www.cnbc.com)
2026-5-5

Filing: Elon Musk texted Greg Brockman about settling days before trial; after being denied, he said Brockman and Altman “will be the most hated men in America” (www.cnbc.com)
2026-5-4 U.S. Elon Musk

China's EV makers are competing on in-car AI features; ByteDance says its Doubao AI is used in 7M+ cars across 145 models, including from Mercedes, Audi, and VW (www.cnbc.com)
2026-5-1 China AI

Intel shares jumped 114% in April, hitting a record on April 24 and lifting its market cap past $470B, closing out the chipmaker's best month on record (www.cnbc.com)
2026-5-1 Intel

The US Senate unanimously passed a rule barring senators from trading on prediction markets like Kalshi and Polymarket, amid rising concern over insider trading (www.cnbc.com)
2026-5-1 Senate

Alphabet's stock climbed 10% on Thursday and 34% in April, its best month since 2004; Meta's stock plunged 8.5% on Thursday, its steepest drop since October (www.cnbc.com)
2026-5-1 Alphabet

Apple Q2: iPhone up 22% YoY to $56.99B, vs. $57.21B est., Mac up 6% to $8.4B, iPad up 8% to $6.91B, and Wearables, Home, and Accessories up 5% to $7.9B (www.cnbc.com)
2026-5-1 iPhone Apple iPad

Reddit reports Q1 revenue up 69% YoY to $663M, vs. $611M est., DAUq up 17% to 126.8M, vs. 125.9M est., and forecasts Q2 revenue above estimates (www.cnbc.com)
2026-5-1 Reddit

Samsung reports Q1 revenue up 69% YoY to ~$90.2B, vs. ~$89.4B est., and operating profit up 756% to ~$38.5B, vs. ~$37.2B est., driven by AI-linked memory demand (www.cnbc.com)
2026-4-30 Samsung AI

Meta says Q1 family daily active people fell 20M QoQ to 3.56B, vs. 3.62B est., due to internet disruptions in Iran and WhatsApp access restrictions in Russia (www.cnbc.com)
2026-4-30 Russia WhatsApp Iran

Microsoft's Q3 Intelligent Cloud revenue was $34.68B vs. $34.27B est., with Azure and other cloud services surging 40% YoY; Microsoft 365 Copilot has 20M+ seats (www.cnbc.com)
2026-4-30 Microsoft

Amazon reports Q1 ad revenue up 24% YoY to $17.24B, vs. $16.87B est., and subscription services revenue up 15% to $13.43B (www.cnbc.com)
2026-4-30 Amazon

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