Technology
Investor Matt Shumer says viral essay wasn’t meant to scare people
Investor Matt Shumer ignited a firestorm on social media this week with an essay that warned about the disruptive potential of AI. More than 80 million views later, he said it “wasn’t meant to scare people.” “I want to be very clear about this, the article wasn’t meant to scare people in this way,” Shumer […]
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Nvidia’s stock is down and AMD is up. The culprit may be Arista.
President and CEO of Arista Networks Jayshree Ullal Scott Mlyn | CNBC Shares of Nvidia and Advanced Micro Devices moved in opposite directions on Friday, after the CEO of Arista Networks told investors that her company is seeing some deployment shifting to AMD. Nvidia’s stock fell almost 3%, while AMD gained close to 1%. “A […]
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We’re looking for things to buy, and may ‘nibble’ on this beaten down stock
Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Friday’s key moments. 1. Stocks are trying to stabilize on Friday after a brutal sell-off in the prior session that spared few corners of the market. Banks, office real estate, transportation and logistics […]
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Anthropic taps ex-Microsoft CFO, Trump aide Liddell for board
Chris Liddell, White House deputy chief of staff for policy, listens during an American Workforce Policy Advisory Board meeting in the East Room of the White House in Washington, D.C., U.S., on Friday, June 26, 2020. Al Drago | Bloomberg | Getty Images Anthropic on Friday announced it has appointed longtime executive and political operative […]
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Roku stock surges on earnings beat, record quarter for premium subscriptions
Shares of Roku jumped more than 6% on Friday after the video streaming company posted fourth-quarter results that trounced analysts’ expectations and offered strong guidance. Here’s how the company did based on analysts’ estimates compiled by LSEG: Earnings per share: 53 cents adjusted vs. 28 cents Revenue: $1.39 billion vs. $1.35 billion “The biggest driver […]
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Instacart jumps 14% on strong results as CEO calls grocery competition fears ‘overblown’
Jakub Porzycki | Nurphoto | Getty Images Instacart‘s stock surged more than 14% after the company’s robust results alleviated worries over mounting competitive pressures in the grocery delivery market. During an earnings call with analysts, CEO Chris Rogers, who took the helm last year, called the concerns “overblown” and said the company monitors threats “extremely […]
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Pinterest is down 22% premarket as tariffs hit earnings. Here’s what’s happening
In this photo illustration, a smartphone displays the logo of Pinterest in front of a screen showing the company’s latest stock market chart on February 3, 2026. Cheng Xin | Getty Images News | Getty Images Pinterest shares were down 22% in premarket trading on Friday, after the company cited tariff-related shocks in disappointing fourth-quarter […]
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CPI report, AI disruption sell-off, EPA rollback and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Friday. Remember that Ring Super Bowl commercial, the one about finding the lost dog? Turns out it didn’t quite have the effect the Amazon-owned doorbell company was hoping for. Stock futures are down this morning, following a negative session for all […]
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Trucking and real estate stocks struggle to gain momentum in premarket after becoming latest victims of AI fears
In an aerial view, trucks line up to enter a shipping berth at the Port of Oakland on Aug. 26, 2025 in Oakland, California. Justin Sullivan | Getty Images Investors are anxious heading into the final trading session of the week, after AI concerns gripped equity markets again to trigger a fresh sell-off — this […]
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U.S. signs trade deal with Taiwan, lowering tariffs to 15%, while Taipei to boost American goods purchases
U.S. and Taiwanese flags are seen in San Francisco, California, Jan. 28, 2026. Stephen Nellis | Reuters Washington and Taipei have signed a trade deal lowering tariffs on Taiwanese exports to 15%, on par with those on Asian allies Japan and South Korea, while the island will open its market for U.S. goods. Taiwan will […]
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