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Meta reports Reality Labs Q1 revenue of $402M, vs. $488.8M est., and a $4.03B operating loss, vs. $4.82B est.; Reality Labs has $80B+ in losses since late 2020
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www.cnbc.com
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2026-4-30
Alphabet reports Q1 revenue up 22% YoY to $109.9B, vs. $107.2B est., Google Cloud revenue up 63% to $20B, vs. $18.05B est., net income up 81% to $62.58B
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www.cnbc.com
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2026-4-30
Google
Alphabet
Sources: PayPal is separating Venmo into its own standalone unit and is looking to recruit a digital banking executive to run the new Venmo segment
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www.cnbc.com
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2026-4-30
Pentagon's Digital and AI Chief Cameron Stanley confirms the DoD is expanding its Google Gemini use, saying “overreliance on one vendor is never a good thing”
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www.cnbc.com
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2026-4-29
Google
AI
Pentagon
True Anomaly, which makes autonomous spacecraft and software for the US Space Force, raised a $650M Series D at a $2.2B valuation, bringing total funding to $1B
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www.cnbc.com
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2026-4-29
Jury selection begins in Musk v. Altman trial at a federal courthouse in California, with Sam Altman and Greg Brockman in attendance
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www.cnbc.com
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2026-4-28
California
An overview of Elon Musk's $134B lawsuit against Sam Altman, scheduled to begin on April 27, accusing him of reneging on a vow to keep OpenAI nonprofit
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www.cnbc.com
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2026-4-25
Elon Musk
Nvidia stock jumps 4.3% to close at a record for the first time since Oct., pushing Nvidia's market cap past $5T, as a rally in Intel pushed chipmakers higher
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www.cnbc.com
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2026-4-25
Intel
Nvidia
Intel stock closes up 23.6%, its best performance since October 1987, as Intel shows signs of renewed growth amid the AI boom; the stock is up 124% YTD
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www.cnbc.com
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2026-4-25
Intel
AI
Alibaba says its Qwen AI models will be integrated into BYD, Volkswagen, and other cars, letting users buy food and tickets via voice commands on select models
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www.cnbc.com
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2026-4-24
Alibaba
AI
As part of the Cohere-Aleph Alpha deal, Aleph Alpha backer Schwarz Group plans to invest $600M in Cohere's Series E, which a source says is set to close in 2026
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www.cnbc.com
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2026-4-24
Texas Instruments stock rose 19% on Thursday, its best day since 2000, after upbeat Q2 guidance driven by high demand for analog chips used in AI data centers
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www.cnbc.com
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2026-4-24
AI
Texas
Intel reports Q1 revenue up 7% YoY to $13.58B, vs. $12.42B est., and forecasts Q2 revenue and adjusted EPS above estimates; INTC jumps 15%+ after hours
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www.cnbc.com
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2026-4-24
Intel
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
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www.cnbc.com
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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
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www.cnbc.com
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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
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www.cnbc.com
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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
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www.cnbc.com
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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
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www.cnbc.com
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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
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www.cnbc.com
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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
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www.cnbc.com
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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
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www.cnbc.com
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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
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www.cnbc.com
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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
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www.cnbc.com
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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
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www.cnbc.com
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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
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www.cnbc.com
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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
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www.cnbc.com
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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
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www.cnbc.com
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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
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www.cnbc.com
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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
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www.cnbc.com
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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
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www.cnbc.com
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2026-4-15
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