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Column: Jensen Huang doesn’t need a new chip. He needs a new moat.
World

Column: Jensen Huang doesn’t need a new chip. He needs a new moat.

Nvidia dominated the first era of AI — CEO Jensen Huang is making sure it owns the next one. He’s turning Nvidia from a chipmaker that’s helping to drive a market cycle into the operating system for the future of artificial intelligence. The shift has mostly gone unnoticed and hasn’t yet been priced in by […]

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Figma’s stock drops 11% in two days after Google releases ‘vibe design’ product
Technology

Figma’s stock drops 11% in two days after Google releases ‘vibe design’ product

Dylan Field, co-founder and CEO of Figma, appears on the floor of the New York Stock Exchange on July 31, 2025. Michael Nagle | Bloomberg | Getty Images Figma’s downward slide this year, driven by concerns about artificial intelligence, intensified over the past two days after Google intoduced an AI-powered design product. On Tuesday, Google […]

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Meta backtracks on decision to end Horizon Worlds VR after fans speak up
Technology

Meta backtracks on decision to end Horizon Worlds VR after fans speak up

Pavlo Gonchar| SOPA Images | Lightrocket | Getty Images A day after announcing that it will be shutting down Horizon Worlds for Quest virtual reality headsets, Meta has changed course. The company said Wednesday that the VR platform will remain available “for the foreseeable future.” “We have decided, just today in fact, that we will […]

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Eli Lilly’s new shot shows solid weight loss in study — plus, a way for Nvidia to perk up
Technology

Eli Lilly’s new shot shows solid weight loss in study — plus, a way for Nvidia to perk up

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 Thursday ‘ s key moments. 1. Stocks fell Thursday as oil prices continued higher. Brent international crude briefly touched $119 per barrel after Iran attacked a key LNG facility in Qatar. Tehran said […]

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Meta to cut back on third-party vendors in favor of AI for content enforcement
Technology

Meta to cut back on third-party vendors in favor of AI for content enforcement

Arda Kucukkaya | Anadolu | Getty Images Meta is beginning a yearslong rollout of more advanced artificial intelligence systems that will handle content enforcement-related tasks like catching scams and removing illegal media, as the company reduces its use of third-party vendors and contractors in favor of AI. In a blog post Thursday, Meta said that […]

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OpenAI to acquire developer tooling startup Astral in boost for Codex team
Technology

OpenAI to acquire developer tooling startup Astral in boost for Codex team

OpenAI CEO Sam Altman speaks during the BlackRock Infrastructure Summit on March 11, 2026 in Washington, DC. Anna Moneymaker | Getty Images OpenAI on Thursday announced it’s acquiring Astral, a small startup that builds popular open source tools for software developers. Astral’s team will join OpenAI and help build out its artificial intelligence coding assistant […]

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Crypto.com lays off 12% of workforce in latest company to cite AI in job cuts
Technology

Crypto.com lays off 12% of workforce in latest company to cite AI in job cuts

Omar Marques | Lightrocket | Getty Images Cryptocurrency trading platform Crypto.com announced Thursday that it is laying off 12% of its staff as the company integrates artificial intelligence. “We are joining the list of companies integrating enterprise-wide AI. Companies that do not make this pivot immediately will fail,” CEO Kris Marszalek posted on X. “As […]

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Uber to invest up to .25 billion in EV maker Rivian in deal to launch 50,000 robotaxis
Technology

Uber to invest up to $1.25 billion in EV maker Rivian in deal to launch 50,000 robotaxis

The Rivian R2 is on display during the 2025 Los Angeles Auto Show at the Los Angeles Convention Center on Nov. 23, 2025 in Los Angeles, California. Josh Lefkowitz | Getty Images Uber Technologies plans to invest up to $1.25 billion in electric vehicle maker Rivian Automotive as part of a deal to deploy up […]

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OpenClaw demand in China is driving up the price of used MacBooks
Finance

OpenClaw demand in China is driving up the price of used MacBooks

Key Points Jeremy Ji, chief strategy officer at ATRenew, told CNBC that the consumer electronics reseller is seeing more people trade-in their older MacBooks for a more powerful one. The increased demand comes as people in China rush to try the new OpenClaw artificial intelligence agent. Ji declined to share exact volume of MacBooks processed, […]

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Alibaba revenue misses estimates in December quarter as net income drops 66%
World

Alibaba revenue misses estimates in December quarter as net income drops 66%

Chinese tech giant Alibaba on Thursday reported net income had dropped 66% year-over-year, as it missed analyst revenue expectations. Here’s how Alibaba performed its fiscal quarter, ending Dec. 31, 2025: Revenue: 284.8 billion Chinese yuan ($41.4 billion), compared to the 290.7 billion Chinese yuan expected by analysts, according to data compiled by LSEG. Net income: […]

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