Alphabet Class A
Iran says U.S. breached ceasefire, Anthropic’s court loss, rate cut odds and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Good morning. We’re minutes away from the release of February’s personal consumption expenditures price index. Watch CNBC live for the numbers and analysis. Stock futures are lower this morning. All three major averages posted major gains yesterday. Here are five key things […]
Read More
Meta commits to spending additional $21 billion with CoreWeave as AI costs keep rising
Arda Kucukkaya | Anadolu | Getty Images Meta has committed to spending an additional $21 billion on AI cloud infrastructure from CoreWeave, which comes on top of a prior arrangement of $14.2 billion, as the social media company continues to ramp up its investments in artificial intelligence. The new agreement, announced on Thursday, runs from […]
Read More
CNBC Daily Open: Trump touts “next conquest”
President Donald Trump delivers a speech to U.S. Navy personnel on board the US Navy’s USS George Washington aircraft carrier at the US naval base in Yokosuka on October 28, 2025. Philip Fong | Afp | Getty Images Hello, this is Leonie Kidd writing to you from London. Welcome to another edition of CNBC’s Daily […]
Read More
Meta debuts new AI model, attempting to catch Google, OpenAI after spending billions
Meta CEO Mark Zuckerberg makes a keynote speech at the Meta Connect annual event at the company’s headquarters in Menlo Park, Calif., on Sept. 25, 2024. Manuel Orbegozo | Reuters Meta is debuting its first major artificial intelligence model since the costly hiring of Scale AI’s Alexandr Wang nine months ago, as the Facebook parent […]
Read More
Anthropic gives our cyber stocks and other big tech names an AI stamp of approval
Project Glasswing. Sounds like something out of a spy movie. But those two words from AI poster-child Anthropic, and the efforts behind it, have sent beaten-down cybersecurity stocks soaring, along with a host of other megacap names. Glasswing — named after a butterfly with see-through wings as a metaphor for finding bugs in plain sight […]
Read More
Alphabet, Meta, Amazon, Nvidia lead tech rally after Trump announces ceasefire with Iran
U.S. stocks soared on Wednesday after President Donald Trump announced a two-week ceasefire with Iran, and beaten-down tech names shared in the rally. Meta, Amazon, Alphabet and Nvidia led the way among the Magnificent 7 names. Chipmakers also soared, with Taiwan Semiconductor Manufacturing Co. gaining 7% and ASML, Applied Materials and Micron popping 9%. Lam […]
Read More
AI’s next bottleneck: Why even the best chips made in the U.S. take a round trip to Taiwan
An underappreciated step in the chipmaking process is poised to become the next bottleneck for artificial intelligence. Every microchip used to power artificial intelligence must be put into hardware that can interact with the outside world. But right now, almost all of this chipmaking step, known as advanced packaging, happens in Asia, and capacity is […]
Read More
Countries around the world are considering teen social media bans – why experts warn it’s a ‘lazy’ fix
Gen Z girl looking at smartphone screen feeling upset scrolling on social media. Mementojpeg | Moment | Getty Images Governments around the world are making efforts to crack down on teen social media use amid mounting evidence of potential harms, but critics argue blanket bans are an ineffective quick fix. Australia became the first country […]
Read More
CNBC Daily Open: Markets cheer as Trump and Tehran agree to 2-week ceasefire
WASHINGTON DC, UNITED STATES – APRIL 6: The United States President Donald Trump holds a Press Conference in the James S. Brady Press Briefing Room at the White House on April 6, 2026, in Washington DC, United States. Celal Gunes | Anadolu | Getty Images Hello, this is Dylan Butts writing to you from Singapore. […]
Read More
Google CEO Sundar Pichai says ‘AI shift’ opens opportunities to invest in startups
With Alphabet poised to earn potentially $100 billion or more from its 2015 bet on Elon Musk’s SpaceX, Google CEO Sundar Pichai said the explosion of artificial intelligence has opened the door to more startup investments. “You know SpaceX, Anthropic and so on so, I think now with the AI shift, there are more opportunities […]
Read More