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Apple needs to deliver an AI-charged Siri so good it gets older iPhone users to upgrade
Apple CEO Tim Cook speaks as Apple holds an event at the Steve Jobs Theater on its campus in Cupertino, California, U.S. Sept. 9, 2025. Manuel Orbegozo | Reuters Apple has one heck of a mulligan coming ahead of its 50th anniversary in 2026. After failing on its promise to launch an artificial intelligence-supercharged version […]
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Meta acquires intelligent agent firm Manus, capping year of aggressive AI moves
The logo of Meta is seen at the Viva Technology conference dedicated to innovation and startups at Porte de Versailles exhibition center in Paris, France, on June 11, 2025. Gonzalo Fuentes | Reuters Meta Platforms said Tuesday that it has acquired Manus, a Singapore-based developer of general-purpose AI agents, as the tech giant continues its […]
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Nvidia quietly bought a competitor last week. Why analysts believe this could be big deal for the stock
Nvidia has considerable room to run after spending billions of dollars on assets from artificial intelligence accelerator chipmaker Groq — a deal that analysts think can give its graphics-processing units an edge over competitors. Groq announced its $20 billion “non-exclusive licensing agreement” with Nvidia on Wednesday, marking the largest such deal in the semiconductor manufacturer’s […]
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One year on from the UK’s grand AI plan: has its infrastructure buildout been a success?
QTS’s data center in Cambois, North East of England When the U.K. announced its AI Opportunities Action Plan — a grand blueprint to deploy the tech across society — in January, Prime Minister Keir Starmer declared the strategy would make the country an “AI superpower.” One of the key pillars of this plan was a […]
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Nvidia-Groq deal is structured to keep ‘fiction of competition alive,’ analyst says
Nvidia founder and CEO Jensen Huang looks on as US President Donald Trump speaks at the US-Saudi Investment Forum at the John F. Kennedy Center for the Performing Arts in Washington, DC on Nov. 19, 2025. Brendan Smialowski | AFP | Getty Images It’s been two days since news broke that Nvidia was spending $20 […]
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Nvidia’s Groq deal, S&P’s winning week, leather tariffs and more in Morning Squawk
A trader works on the floor of the New York Stock Exchange. NYSE This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Here are five key things investors need to know to start the trading day: 1. Tiptoeing toward a winning week Stock futures are little changed after the Christmas holiday […]
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Google is rolling out a new feature allowing users to change their Gmail address
A Google logo is at the announcement of Google’s biggest-ever investment in Germany on November 11, 2025 in Berlin, Germany. Sean Gallup | Getty Images News | Getty Images Google just unveiled a Christmas gift for Gmail users who are still stuck with their embarrassing email addresses from High School. In a long-requested change, account […]
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Waymo pauses robotaxis in SF again due to flash flood warnings on Christmas Day
Waymo autonomous taxis turns onto Post Street in San Francisco, California, US, on Wednesday, Dec. 17, 2025. David Paul Morris | Bloomberg | Getty Images Waymo temporarily paused its robotaxi service in the San Francisco Bay Area on Thursday, ahead of expected storms in the area, according to a customer notification in the company’s driverless ride-hailing […]
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Exclusive: Nvidia buying AI chip startup Groq for about $20 billion in its largest acquisition on record
Jonathan Ross, chief executive officer of Groq Inc., during the GenAI Summit in San Francisco, California, US, on Thursday, May 30, 2024. David Paul | Bloomberg | Getty Images Nvidia has agreed to buy Groq, a designer of high-performance artificial intelligence accelerator chips, for $20 billion in cash, according to Alex Davis, CEO of Disruptive, […]
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The blowout AI trades that surprised Wall Street in 2025
The artificial intelligence trade got tougher in 2025. While a significant capital expenditure cycle and earnings growth from the world’s biggest tech companies supported the market’s rally to record heights — with the S & P 500 to jumping more than 17% and the Nasdaq Composite gaining 22% year to date — the easy gains […]
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