Meta Platforms Inc
Nvidia shares fall 3% on report Meta will use Google AI chips
Jensen Huang, NVIDIA founder and CEO, has a Q&A session at a press conference during the APEC CEO summit on October 31, 2025 in Gyeongju, South Korea. Woohae Cho | Getty Images News | Getty Images Nvidia shares fell on Tuesday after The Information reported that Meta is considering using chips designed by Google. Shares […]
Read More
Execs say OpenAI has first hardware prototypes, plan to reveal device in 2 years or less
Sam Altman, CEO of OpenAI attends the annual Allen and Co. Sun Valley Media and Technology Conference at the Sun Valley Resort in Sun Valley, Idaho, U.S., on July 8, 2025. David A. Grogan | CNBC OpenAI CEO Sam Altman said on Friday that the artificial intelligence startup has finally finished its first prototypes for […]
Read More
Amazon to spend up to $50 billion on AI infrastructure for U.S. government
An aerial view of an Amazon Web Services Data Center known as US East 1 in Ashburn, Virginia, U.S., October 20, 2025. Jonathan Ernst | Reuters Amazon said Monday it will invest as much as $50 billion to expand its capacity to provide artificial intelligence and high-performance computing capabilities for its cloud unit’s U.S. government […]
Read More
Here’s what’s in the RAISE Act, a state-level AI bill opposed by Trump and industry leaders
New York is 3,000 miles away from the tech hub of Silicon Valley, but in recent weeks, the state has inserted itself into the center of a fierce debate around artificial intelligence regulation. A bipartisan super PAC called “Leading the Future” announced last week that it will target Alex Bores, a Democratic congressional candidate who […]
Read More
Holiday air travel, Novo Nordisk trial results, ‘Wicked: For Good’ debut and more in Morning Squawk
John Williams, president and chief executive officer of the Federal Reserve Bank of New York, during a farewell symposium for former De Nederlandsche Bank NV President Klaas Knot at the central bank headquarters in Amsterdam, Netherlands, on Friday, Oct. 3, 2025. Lina Selg | Bloomberg | Getty Images This is CNBC’s Morning Squawk newsletter. Subscribe here to […]
Read More
Could markets be facing an ‘everything bubble’? Investors are divided
Global stocks have fluctuated wildly over the past week, as concerns about AI valuations hang over equity markets. Some respite from a four-day sell-off followed Nvidia ‘s earnings release on Wednesday, but its own gains were quickly reversed during Thursday’s trading session as New York-listed stocks lost further ground . Friday saw U.S. stocks rebound […]
Read More
Meta halted internal research suggesting social media harm, court filing alleges
Mark Zuckerberg, chief executive officer of Meta Platforms Inc., during a dinner with tech leaders in the State Dining Room of the White House in Washington, DC, US, on Thursday, Sept. 4, 2025. US President Donald Trump said he would be imposing tariffs on semiconductor imports “very shortly” but spare goods from companies like Apple […]
Read More
Google’s new AI model puts OpenAI, the great conundrum of this market, on shakier ground
Almost every night, for almost a decade, I got a phone call between 7:00 and 7:01 p.m. ET. I didn’t have to look at the three letters on my phone screen to know who was ringing. It was the old man we called Pop, or more like “The Old Man of the Mountain,” as he […]
Read More
Global week ahead: Which tail is wagging the market dog?
What a week for markets. Global stocks posted their worst week since April as the heat around AI stocks began to burn. On Thursday, the Nasdaq marked its wildest swing from green to red since President Donald Trump’s ‘Liberation Day’ shocked equities back in April. And it reverberated around the world, with the Stoxx 600 […]
Read More
This week in AI: Brushing off new bubble warnings, Google’s AI comeback and Nvidia’s China threat
This week, volatility took hold of the AI trade as bubble fears continued to rise and Nvidia‘s blowout earnings failed to steady the market. “Unless you’re the most optimistic person on the planet … you know you’re in a bubble, right?” Dan Niles, founder of Niles Investment Management, told CNBC’s Deirdre Bosa. “There is no […]
Read More