NVIDIA Corp
Google and Anthropic announce cloud deal worth tens of billions of dollars
Anthropic and Google officially announced their cloud partnership Thursday, a deal that gives the artificial intelligence company access to up to one million of Google’s custom-designed Tensor Processing Units, or TPUs. The deal, which is worth tens of billions of dollars, is the company’s largest TPU commitment yet and is expected to bring well over […]
Read More
Intel beats on sales in first earnings report since U.S. government became top shareholder
Intel CEO Lip-Bu Tan holds a wafer of CPU tiles for the Intel Core Ultra series 3, code-named Panther Lake, outside the Intel Ocotillo campus in Chandler, Arizona. Panther Lake is the first client system-on-chips (SoCs) built on the Intel 18A process node. Courtesy: Intel Intel reported better-than-expected revenue on Thursday, signaling that demand for […]
Read More
Tesla’s earnings miss, Meta job cuts, U.S. sanctions Russian oil and more in Morning Squawk
Elon Musk, during a news conference with President Donald Trump, inside the Oval Office at the White House in Washington on May 30, 2025. Tom Brenner | The Washington Post | Getty Images This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Here are five key things investors need to know […]
Read More
Elon Musk says Tesla ‘not about to replace Nvidia’ as EV maker develops chips for cars, robots
Tesla CEO Elon Musk listens as U.S. President Donald Trump speaks to reporters in the Oval Office of the White House on May 30, 2025 in Washington, DC. Kevin Dietsch | Getty Images Tesla’s forthcoming artificial intelligence chip that it’s calling the AI5 will be manufactured by Samsung in Texas as well as by TSMC […]
Read More
Netflix earnings, Anthropic’s ‘woke’ problem, Travis Kelce’s Six Flags stake and more in Morning Squawk
Dario Amodei, Anthropic CEO, speaking on CNBC’s Squawk Box outside the World Economic Forum in Davos, Switzerland on Jan. 21st, 2025. Gerry Miller | CNBC This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Here are five key things investors need to know to start the trading day: 1. To be, or […]
Read More
CNBC’s The China Connection newsletter: Losing the Chinese shopper could soon have global consequences
Apple CEO Tim Cook met with Labubu artist Kasing Lung during a trip to China in Oct. 2025, as pictured here on the iPhone company’s official Xiaohongshu account. Screenshot This report is from this week’s CNBC’s The China Connection newsletter, which brings you insights and analysis on what’s driving the world’s second-largest economy. You can […]
Read More
Are we in an AI bubble? Here’s what analysts and experts are saying
Nicoletaionescu | Istock | Getty Images It is tech’s biggest question, and there is a wide range of takes on every side. With artificial intelligence-driven spending leading to record deals and valuations, seemingly everyone is weighing in on the AI boom — and potential bust. Economic bubbles happen with a rapid rise in market values […]
Read More
Gold is getting knocked on Tuesday – it’s still the hottest trade of the year
While gold was taking a hit on Tuesday, the metals trade has outshined artificial intelligence on Wall Street this year, even the latter has propelled the broader stock market to record levels. Gold crossed the $4,000-per-ounce threshold earlier in October, and just this week, it hit a record above $4,300 . It’s currently up more […]
Read More
AWS recovers, Apple rallies, General Motors beats and more in Morning Squawk
Attendees walk through an exposition hall at AWS re:Invent, a conference hosted by Amazon Web Services, in Las Vegas on Dec. 3, 2024. Noah Berger | Getty Images This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Here are five key things investors need to know to start the trading day: […]
Read More
CoreWeave CEO says Core Scientific ‘not a need to have’ as shareholder opposition to deal rises
CoreWeave Inc. signage in Times Square in New York, US, on Friday, May 9, 2025. Yuki Iwamura | Bloomberg | Getty Images CoreWeave CEO Michael Intrator told CNBC Tuesday that the firm’s proposed acquisition of Core Scientific would be a “nice to have” rather than a necessity as shareholders prepare to potentially block the deal. In […]
Read More