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CNBC Daily Open: Tremors spread globally as Middle East conflict rages on
World

CNBC Daily Open: Tremors spread globally as Middle East conflict rages on

In this handout released by the U.S. Navy, aircraft are staged for flight operations on the flight deck of the Nimitz-class aircraft carrier USS Abraham Lincoln (CVN 72) in support of Operation Epic Fury on March 2, 2026 at sea. U.S. Navy | Getty Images What you need to know today A vote to force […]

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Anthropic and the Pentagon are back at the negotiating table, FT reports
World

Anthropic and the Pentagon are back at the negotiating table, FT reports

Anthropic CEO Dario Amodei looks on after a meeting with French President Emmanuel Macron during the AI Impact Summit in New Delhi on February 19, 2026. Ludovic Marin | Afp | Getty Images Anthropic CEO Dario Amodei is back at the negotiating table with the U.S. Department of Defense after the breakdown of talks on […]

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CNBC Daily Open: China sets lowest growth target in decades
World

CNBC Daily Open: China sets lowest growth target in decades

A plume of smoke rises after a strike on Tehran on March 4, 2026. Atta Kenare | AFP | Getty Images What you need to know today China on Thursday set its GDP growth target for 2026 at 4.5% to 5% — the lowest target on record going back to the early 1990s — according […]

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Amazon’s Bahrain data center targeted by Iran for support of U.S. military, state media says
World

Amazon’s Bahrain data center targeted by Iran for support of U.S. military, state media says

People walk past the logo of Amazon Web Services (AWS) at its exhibitor stall at the India Mobile Congress 2025 at Yashobhoomi, a convention and expo center in New Delhi, India, October 8, 2025. Anushree Fadnavis | Reuters Amazon‘s data center in Bahrain was targeted by Iran’s Islamic Revolutionary Guard Corps for the company’s support […]

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Tech industry group expresses ‘concern’ to Pete Hegseth over supply chain risk label
Technology

Tech industry group expresses ‘concern’ to Pete Hegseth over supply chain risk label

Pete Hegseth, US secretary of defense, arrives for a medal of honor ceremony in the East Room of the White House in Washington, DC, US, on Monday, March 2, 2026. Jim Lo Scalzo | EPA | Bloomberg | Getty Images A tech industry group, whose members include Nvidia, Google and Anthropic, sent a letter to […]

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As bond investors fret over an AI bubble, what to know — and how to find an opportunity
Technology

As bond investors fret over an AI bubble, what to know — and how to find an opportunity

There is no reason to be rattled by the surge in bond issuance from hyperscalers, according to Bob Michele, chief investment officer and head of global fixed income at JPMorgan Asset Management. While the market’s focus this week has largely been on the U.S.-Iran conflict , artificial intelligence’s power to disrupt certain businesses has remained […]

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Nvidia CEO Huang says  billion OpenAI investment ‘might be the last’
Technology

Nvidia CEO Huang says $30 billion OpenAI investment ‘might be the last’

Nvidia founder and CEO Jensen Huang speaks about the Vera Rubin AI platform at the annual Consumer Electronics Show in Las Vegas, Jan. 6, 2026. Patrick T. Fallon | Afp | Getty Images Nvidia CEO Jensen Huang said the company’s recent $30 billion investment in OpenAI “might be the last time” it invests in the […]

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Target is making big changes to win back customers. Here’s what shoppers can expect to see
Business

Target is making big changes to win back customers. Here’s what shoppers can expect to see

A sign hangs outside of a Target store on Feb. 10, 2026 in Chicago, Illinois. Scott Olson | Getty Images MINNEAPOLIS — Target customers will soon see changes on the retailer’s shelves, as the company tries to woo back shoppers during a turnaround effort that has started to catch Wall Street’s eye. Among those shifts, […]

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Defense tech companies are dropping Claude after Pentagon’s Anthropic blacklist
Technology

Defense tech companies are dropping Claude after Pentagon’s Anthropic blacklist

Dario Amodei, co-founder and chief executive officer of Anthropic, at the AI Impact Summit in New Delhi, India, on Thursday, Feb. 19, 2026. Prakash Singh | Bloomberg | Getty Images Following the Trump administration’s decision on Friday to blacklist Anthropic and designate its technology a supply chain risk, defense tech companies are telling employees to […]

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Gulf oil trade, Pentagon’s AI usage, Gen Z’s analog obsession and more in Morning Squawk
Technology

Gulf oil trade, Pentagon’s AI usage, Gen Z’s analog obsession and more in Morning Squawk

This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Wednesday. Treasury Secretary Scott Bessent told CNBC this morning that President Donald Trump’s 15% global tariff would be implemented this week. He also said the U.S. would make “a series of announcements” to support oil trade in the Gulf. Stock futures […]

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