Articles from www.cnbc.com

Articles from www.cnbc.com

Fireworks, which helps developers access AI chips and open-source models, raised $1.5B at a $17.5B valuation and says it has exceeded $1B in annualized revenue (www.cnbc.com)
2026-7-16 AI

Nvidia unveils Cosmos 3 Edge, a world model designed for robots and vision AI agents to perceive and navigate physical environments in real time (www.cnbc.com)
2026-7-16 AI Robot Nvidia

TSMC reports Q2 revenue up 36% YoY to ~$39.45B, net income up 77.4% YoY to ~$21.9B, both above est., and says chips 7nm or smaller were 77% of its wafer revenue (www.cnbc.com)
2026-7-16

SpaceX shares fell for a fourth-straight session on Wednesday, briefly dropping below their $135 IPO price for the first time before closing at $135.27 (www.cnbc.com)
2026-7-16 IPO SpaceX

IBM stock fell 25%+ on Tuesday, sinking further than its previous worst day of October 19, 1987, after reporting preliminary Q2 results below estimates (www.cnbc.com)
2026-7-15 IBM

ASML reports Q2 net sales of €9.3B, above €8.8B est., a €2.9B net profit, above €2.6B est., and raises its 2026 net sales forecast from €36B-€40B to €43B-€45B (www.cnbc.com)
2026-7-15

Cybersecurity stocks rallied on Tuesday after IBM CEO Arvind Krishna flagged cyber fears as a top priority for customers; CrowdStrike jumped 12%, Okta rose 11% (www.cnbc.com)
2026-7-15 IBM

PrismML launches Bonsai 27B, a model based on Qwen3.6 27B that it says runs natively on Apple devices via MLX; its CEO says Apple is evaluating the tech (www.cnbc.com)
2026-7-15 Apple

TerraFirma, a construction tech company founded by two former SpaceX engineers to build remote-controlled construction equipment, raised $115M (www.cnbc.com)
2026-7-15 SpaceX

In the wake of China's “embodied AI” push, there's an urgency among China's 100+ humanoid startups to launch IPOs; LimX Dynamics raises $200M in a pre-IPO round (www.cnbc.com)
2026-7-14 China IPO Startup AI

SK Hynix's shares fall 15%+ in Seoul, posting its largest-ever fall, after a strong Nasdaq debut, as investors book profit amid US share valuation uncertainty (www.cnbc.com)
2026-7-13

Apple alleges that Tang Tan, OpenAI's chief hardware officer and a former Apple VP, has directed Apple staffers interviewing at OpenAI to share Apple secrets (www.cnbc.com)
2026-7-11 Apple

Source: Greg Brockman will continue to oversee OpenAI's products as the company doesn't plan to hire anyone to replace Fidji Simo after she stepped down (www.cnbc.com)
2026-7-11

SK Hynix opens up 14% at $170 after raising $26.5B in the largest ever US market debut by a foreign company (www.cnbc.com)
2026-7-11

Meta announces its first data center in Canada, a 1GW facility in Alberta that will cost the company about $9B and take two to three years to construct (www.cnbc.com)
2026-7-9 Canada

US lawmakers are considering strategies to curb US companies' growing adoption of Chinese AI models, as a House committee investigation investigates the risks (www.cnbc.com)
2026-7-8 China AI

A look at Chinese lidar maker Hesai, blacklisted by the US DOD in 2024, as it expands in the US; Hesai says it has ~33% of the global automotive lidar market (www.cnbc.com)
2026-7-8 China

OpenRouter: Chinese AI models have drawn 30%+ of token use by US companies each week since February 8, peaking at 46%, up from 11% over the previous 12 months (www.cnbc.com)
2026-7-7 China AI

Anthropic signs a 20-year, $19B lease to use a TeraWulf data center in Kentucky, set to have a ~400MW capacity, with the first power delivery in H2 2027 (www.cnbc.com)
2026-7-6

SemiAnalysis: Nvidia delays its next-gen AI rack system Kyber NVL144 by 12+ months to 2028 due to PCB manufacturing issues, and cancels its NVL72x2 architecture (www.cnbc.com)
2026-7-6 AI Manufacturing Nvidia

An interview with Amazon SVP of Devices Panos Panay on designing custom chips for Echo and Fire TV devices, experimenting with AI-enabled gadgets, and more (www.cnbc.com)
2026-7-2 Amazon Interview AI

Soaring memory costs are posing existential threats to small electronics makers, amid thin margins, low supply chain leverage, and little room for price hikes (www.cnbc.com)
2026-6-29

Sports clips' rise on platforms like YouTube has left broadcasters debating whether to use them to attract younger viewers or protect their subscription revenue (www.cnbc.com)
2026-6-28 YouTube

Polymarket says its annualized revenue is now $1B+; Dune Analytics: daily volume on Polymarket's US platform rose from ~$50M in mid-May to $200M+ by June 20 (www.cnbc.com)
2026-6-28

Oracle's stock fell 19% this week, the steepest weekly drop since a 20% plunge in August 2001, amid concerns about its debt load and AI investments (www.cnbc.com)
2026-6-27 AI Oracle

President Trump threatens to impose a 100% tariff on any country that imposes a digital services tax on US companies (www.cnbc.com)
2026-6-27 Trump Tax

Chipmaker Onsemi agrees to buy Synaptics in a nearly $7B all-stock deal expected to close in the middle of 2027; ON drops 9%+ and SYNA jumps 11%+ after hours (www.cnbc.com)
2026-6-26

Apple stock closed down 6.15% on Thursday after the company raised some product prices, its worst fall since April 2025 (www.cnbc.com)
2026-6-26 Apple

Micron reports Q3 revenue up 346% YoY to $41.46B, vs. $35.84B est., gross margin above estimates, and forecasts Q4 revenue above est.; MU jumps 14%+ after hours (www.cnbc.com)
2026-6-25 4Q

Qualcomm unveils Dragonfly C1000, a new data center CPU built for agentic AI, and says Meta will use the chip when production starts in 2028 (www.cnbc.com)
2026-6-25 AI

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