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CoreWeave stock sinks 10% on weak revenue guidance, increased spending forecast
Michael Intrator, co-founder and chief executive officer of CoreWeave Inc., at the Bloomberg Tech summit in London, UK, on Tuesday, Oct. 21, 2025. Chris J. Ratcliffe | Bloomberg | Getty Images CoreWeave shares tumbled 10% in extended trading on Thursday after the AI infrastructure provider issued light revenue guidance and increased its 2026 capital spending […]
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CNBC Sport: Media’s TV upfront presentations have become an NFL showcase
Key Points NFL Commissioner Roger Goodell plans to attend the Disney upfront in New York next week, sources told CNBC. YouTube and Netflix will both get additional live games as part of their NFL offerings for the 2026-27 season, sources told CNBC. The NFL schedule will likely be announced Wednesday or Thursday of next week, […]
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CNBC Daily Open: Iran reviews ‘one-page peace plan’
This photo taken on April 20, 2026 shows a national flag of Iran hanging on a building damaged by the U.S.-Israeli attacks in Tehran, Iran. Shadati | Xinhua News Agency | Getty Images Hello, this is Leonie Kidd writing to you from London. Welcome to another edition of CNBC’s Daily Open. A one-page document has […]
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Arm’s quarter shows how it’s carving a lucrative path in the crowded CPU resurgence
Arm Holdings shares fell Wednesday evening despite the chip designer reporting a better-than-expected quarter and giving an upbeat outlook for its data center CPU business. Revenue for the company’s fiscal 2026 fourth quarter ended March 31 increased 20% year-over-year to $1.49 billion, ahead of the LSEG-compiled analysts’ consensus estimate of $1.47 billion. Non-GAAP earnings per […]
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Jim Cramer says Big Tech cannot afford to be cheap on AI spending
Cloud computing giants cannot afford to pinch pennies on the artificial intelligence buildout, CNBC’s Jim Cramer argued Wednesday. Cramer’s comments came after he heard someone describe the rally in data center and AI-related stocks as an “if you build it, they will come” dynamic — the idea that companies are spending aggressively on infrastructure in […]
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Anthropic CEO says 80-fold growth in first quarter explains ‘difficulties with compute’
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 Anthropic CEO Dario Amodei said his company tried to plan for 10-fold growth. But revenue and usage increased 80-fold in the first quarter on an […]
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Cramer: Investors’ selling Microsoft stock to fund flashier AI picks won’t last forever
Microsoft is getting left behind as investors rotate into hotter artificial intelligence stocks. Jim Cramer says this dynamic won’t last forever. “I still own it for the Trust,” Jim said on CNBC on Wednesday, referring to his Charitable Trust , which is the portfolio used by the Investing Club. Jim’s reason to keep the Microsoft […]
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Jim Cramer warns this stock may have run up too much ahead of earnings
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 Wednesday’s key moments. 1. The S & P 500 and Nasdaq touched record highs on Wednesday on progress toward a possible U.S.-Iran peace deal. “Oil went down, interest rates [bond yields] went down, […]
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Nvidia, Corning partner on massive optical fiber deal that may be a game changer for AI
Nvidia, the chipmaker at the center of the artificial intelligence boom, is partnering with glassmaker Corning for three new advanced manufacturing facilities in North Carolina and Texas dedicated entirely to optical technologies for the world’s most valuable semiconductor company. The factories will lead to the creation of at least 3,000 jobs and increase Corning’s U.S. […]
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Apple’s R&D investments top 10% of sales as AI race creates ‘sense of urgency’
Apple CEO Tim Cook gestures as he departs after a business leaders reception with the U.S. president on the sidelines of the World Economic Forum annual meeting in Davos on Jan. 21, 2026. Fabrice Coffrini | Afp | Getty Images For the first time in at least 30 years, Apple is spending more than 10 […]
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