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Palantir rallies 15% for the week as Iran war boosts prospects, muting Anthropic concern
Palantir Technologies CEO Alex Karp attends the 56th annual World Economic Forum (WEF) meeting in Davos, Switzerland, January 20, 2026. Denis Balibouse | Reuters Palantir was an outlier in a tough week for the stock market, as the provider of software and services to the U.S. government saw its stock rally 15% following the U.S. […]
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Amazon says Anthropic’s Claude still OK for AWS customers to use outside defense work
Amazon CEO Andy Jassy speaks during a keynote address at AWS re:Invent 2024, a conference hosted by Amazon Web Services, at The Venetian Las Vegas on December 3, 2024 in Las Vegas, Nevada. Noah Berger | Getty Images Amazon said Friday it will continue offering Anthropic’s artificial intelligence technology to its cloud customers, excluding work […]
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Jim Cramer sees opportunities in Friday’s ugly market. Here’s where he is looking
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 Friday’s key moments. 1. Stocks fell Friday as the war in the Middle East escalated. The S & P 500 and Nasdaq were both off roughly 1% after President Donald Trump said Friday […]
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Jobs report, Gap’s weather problem, a new tariff lawsuit and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Friday. As if this week wasn’t newsy enough, we’re minutes away from February’s jobs report. Stock futures are down this morning after a losing day. Here are five key things investors need to know to start the trading day: 1. Ups […]
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Dow futures tick higher, but index heads for worst week since October on oil surge: Live updates
A trader works on the floor of the New York Stock Exchange (NYSE) at the opening bell on March 5, 2026 in New York City. Angela Weiss | Afp | Getty Images Dow futures inched up Thursday night after U.S. equities extended their sell-off this week amid the war in Iran and spiking oil prices. […]
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Microsoft says its customers can still access Anthropic products after supply chain risk designation
Microsoft CEO Satya Nadella speaks at the Microsoft AI Tour event in Munich, Germany, on Feb. 25, 2026 Sven Hoppe | Picture Alliance | Getty Images Microsoft said Thursday that it will keep startup Anthropic’s artificial intelligence technology embedded in its products for clients, excluding the U.S. Department of War. Earlier on Thursday, the federal […]
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Morgan Stanley’s top tech banker: It’s ‘wartime, not peacetime’ for software
This year’s Morgan Stanley Tech, Media and Telecom conference lineup was stacked: Dario Amodei and Sam Altman (both in the middle of the Pentagon drama) Jensen Huang, Satya Nadella, and dozens of enterprise software CEOs trying to convince investors they’ll survive the AI reckoning. I spent a day on the ground covering it, and then […]
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Broadcom CEO’s copper commitment tanks Corning shares — but sellers are mistaken
Shares of optics maker Corning are tumbling Thursday, likely in response to comments from well-respected Broadcom CEO Hock Tan on the chipmaker’s earnings call the prior evening. But the market reaction seems like a clear-cut overreaction based on Corning’s own guidance and industry outlook. A key pillar of our investment thesis in Corning is the […]
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Broadcom stock rallies as CEO Tan makes strong case for why AI growth will last
Broadcom‘s stock surged about 5% on Thursday as CEO Hock Tan touted strong demand for the company’s chips amid the artificial intelligence boom. He told analysts on Wednesday that he anticipates AI chip revenue in 2027 that’s “significantly in excess of $100 billion” as demand mounts for designing custom silicon. That far surpassed many bullish […]
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OpenAI’s Altman takes jabs at Anthropic, says government should be more powerful than companies
OpenAI CEO Sam Altman took subtle swipes at rival Anthropic on Thursday and said he thinks it’s “bad for society” if companies start abandoning their commitment to the democratic process because “some people don’t like the person or people currently in charge.” “The government is supposed to be more powerful than private companies,” Altman said […]
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