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How Amazon’s massive stake in OpenAI could boost its AI and cloud businesses
Amazon on Friday unveiled a strategic partnership with OpenAI that includes an investment of up to $50 billion, the latest sign of deepening ties between the tech giant and the maker of ChatGPT. As part of the deal, OpenAI will use more Amazon Web Services infrastructure, including a commitment to deploy 2 gigawatts of the […]
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WBD and Paramount may have an easier time winning regulatory approval than Netflix
The Paramount logo is displayed above an entrance to Paramount Studios on Feb. 23, 2026 in Los Angeles, California. Justin Sullivan | Getty Images A day after Paramount Skydance emerged as the winner to take over fellow media giant Warner Bros. Discovery, questions are mounting about the companies’ regulatory path forward. The WBD board said […]
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Nvidia’s stock wrapping up tough week as Wall Street focuses more on competition than growth
Nvidia CEO Jensen Huang speaks during a dinner event with the company’s Taiwanese suppliers in Taipei, Taiwan, on Saturday, Jan. 31, 2026. Lam Yik Fei | Bloomberg | Getty Images Nvidia reported blowout earnings on Wednesday and issued a better-than-expected forecast showing accelerating growth. CEO Jensen Huang proclaimed that “compute demand is skyrocketing.” Investor concerns […]
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Jim Cramer: Here are 4 reasons I can’t be negative on this stock market
Stocks fell on Friday after a key inflation gauge came in much hotter than expected, and fears of AI disruption continued to rise. But CNBC’s Jim Cramer said there are four reasons why he remains bullish right now. “I am not going to be pessimistic when the 10-year [Treasury] is going down in yield,” he […]
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OpenAI closes $110 billion funding round with backing from Amazon, Nvidia, Softbank
Sam Altman, CEO of OpenAI, is pictured on Sept. 25, 2025, in Berlin. Florian Gaertner | Photothek | Getty Images OpenAI has closed a $110 billion funding round, a financing that’s more than double the size of its last raise a year ago, which was a record for a private tech company. Amazon invested $50 […]
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Asia markets opens mixed after Wall Street pullback on Nvidia slump
Low angle view of tall buildings in Tokyo, Japan, showcasing diverse architectural styles George Pachantouris | Moment | Getty Images Asia-Pacific markets traded mixed Friday, after U.S. stocks declined overnight as Nvidia shares tumbled despite a quarterly earnings beat. Japan’s Nikkei 225 slid 0.6%, while the Topix traded flat. The benchmark Japanese index hit 59,000 […]
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Anthropic CEO Amodei says Pentagon’s threats ‘do not change our position’ on AI
Anthropic CEO Dario Amodei on Thursday said the company “cannot in good conscience” agree to allow the Department of Defense to use its models in all lawful use cases without limitation, adding that the agency’s threats do not change its position. The artificial intelligence startup has been engaged in tense negotiations with the Pentagon in […]
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Jim Cramer: The reason why Nvidia’s stock is falling even after its blowout outlook
Nvidia ‘s strong earnings report made it clear that the company is still donning the AI chip king crown. So, why is the stock down in Thursday’s session? The reason, according to CNBC’s Jim Cramer, is that investors are worried that Nvidia’s largest customers cannot keep spending at such a blistering pace unless they start […]
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Nvidia earnings, Big Tech’s White House visit, protein prices and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Thursday. With focus remaining on artificial intelligence’s potential to shake up various industries, I’ve decided to start a mental count of how many times I say or write variations of the term “AI disruption.” S&P 500 futures are little changed this […]
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CNBC Daily Open: Nvidia’s earnings beat and AI developments provide some respite for markets
Nvidia founder and CEO Jensen Huang speaks during Nvidia Live at CES 2026 ahead of the annual Consumer Electronics Show in Las Vegas, Nevada, on Jan. 5, 2026. Patrick T. Fallon | AFP | Getty Images It’s a good day for the artificial intelligence sector. New partnerships and earnings reports from AI-related companies lifted sentiment […]
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