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CPI report, AI disruption sell-off, EPA rollback and more in Morning Squawk
Technology

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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The Tech Download: Can hyperscalers justify their huge AI capex?
World

The Tech Download: Can hyperscalers justify their huge AI capex?

This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. The core Earnings season has seen endless spending commitments from tech companies as they scramble to build out data center capacity amid the AI boom. Hyperscalers, including the likes of Amazon, Microsoft, Meta and Alphabet, announced capital […]

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How packaging and logistics companies are automating their warehouses
Business

How packaging and logistics companies are automating their warehouses

DHL Autonomous Robot at work. Source: DHL Workers at DHL Group used to walk close to a half marathon each day just to classify, pick and move items across massive warehouses. Now, their distance and efforts are greatly reduced by autonomous mobile robots that can unload containers for the package delivery and supply chain management […]

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These four charts show how reliant Europe is on U.S. digital infrastructure
World

These four charts show how reliant Europe is on U.S. digital infrastructure

As geopolitical tensions between the EU and the U.S. escalate, these charts show how reliant the continent is on American tech providers, despite pledges to become more independent. Since returning to the White House last year, U.S President Donald Trump imposed tariffs on the continent and caused headaches and fear in Europe as he initially […]

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Amazon’s Ring cancels Flock partnership amid Super Bowl ad backlash
Technology

Amazon’s Ring cancels Flock partnership amid Super Bowl ad backlash

Ring security cameras are displayed on a shelf at a Target store on June 01, 2023 in Novato, California.  Justin Sullivan | Getty Images Ring is terminating its partnership with police tech provider Flock Safety, the Amazon-owned company announced Thursday. The partnership between Flock and Ring came under scrutiny after the Amazon doorbell company ran […]

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AWS CEO Garman says software AI fears are ‘overblown’
Technology

AWS CEO Garman says software AI fears are ‘overblown’

Amazon Web Services CEO Matt Garman suggested that investors might be worrying too much about the risk of artificial intelligence models slowing growth of major software companies. “Look, my own opinion is that much of the fear is overblown,” Garman told CNBC’s Jon Fortt on Thursday. Technology stocks have sold off this year following the […]

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Waymo begins deploying next-gen Ojai robotaxis to extend its U.S. lead
Technology

Waymo begins deploying next-gen Ojai robotaxis to extend its U.S. lead

A Waymo autonomous vehicle outside the Google headquarters in Mountain View, California, US, on Tuesday, Feb. 3, 2026. David Paul Morris | Bloomberg | Getty Images Waymo on Thursday said it has begun using its sixth-generation driverless system to provide robotaxi rides to employees on Ojai vehicles, which use a base model made by Chinese […]

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Canada tariffs, McDonald’s value push, El Paso airport and more in Morning Squawk
Technology

Canada tariffs, McDonald’s value push, El Paso airport and more in Morning Squawk

This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Thursday. For nearly a week last year, McDonald’s was the number-one global seller of one thing, and it wasn’t edible. The fast-food chain in December became the world’s top sock — yes, sock — seller thanks to its Grinch Meal. Stock […]

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Tech IPO hype gets drowned out on Wall Street by prospect of  trillion in debt sales
Finance

Tech IPO hype gets drowned out on Wall Street by prospect of $1 trillion in debt sales

AI Age Tech IPO hype gets drowned out on Wall Street by prospect of $1 trillion in debt sales Published Thu, Feb 12 20268:00 AM EST Ari Levy@levynews Jordan Novet@in/jordannovet/ WATCH LIVE Source

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Why Alphabet’s 100-year sterling bond is raising new fears over debt-fuelled AI arms race
World

Why Alphabet’s 100-year sterling bond is raising new fears over debt-fuelled AI arms race

Alphabet‘s rare 100-year sterling bond is the latest sign of late-cycle exuberance in credit markets, strategists say, as tech hyperscalers ramp up borrowing to historic levels to fund vast data center and AI infrastructure buildouts. The century bond — the Google-owner’s debut issuance in sterling — is part of a broader multi-tranche, multi-currency borrowing drive […]

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