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Showing 1-18 of 19Results matching "CNBC"

Yesterday

2 stories

AI Takes a Bigger Role in Back-to-School Buying as Google and Amazon Build Checkout Paths

The seasonal shift puts assistants closer to the point of purchase. Google is building a cross-retailer cart, while Amazon is pairing recommendations and price triggers with Alexa for Shopping.

Yesterday

3 min readRead story

Acquisition Business

Nvidia Agrees to Buy Hugging Face for $12.93B, Promising Hardware Choice

The pending acquisition would bring a major developer platform inside Nvidia, while the company promises users can still choose competing models, clouds and computing hardware.

Yesterday

2 min readRead story

Earlier this week

8 stories

Earnings Business

Broadcom Forecasts $21.7B in Quarterly AI Chip Sales After a 221% Surge

The earnings show custom AI accelerators and networking becoming a much larger part of Broadcom’s business. The immediate test is whether the company can convert its $21.7 billion fourth-quarter AI semiconductor forecast into delivered sales while maintaining its margin target.

Sep 3, 2026

3 min readRead story

Earnings Business

Snowflake Lifts Product-Revenue Forecast After Q2 Beat; CoCo Hits 9,100 Accounts

The higher targets give Snowflake a clearer near-term financial bar. CoCo’s account growth adds an AI adoption signal, though the disclosed figure measures reach rather than a direct financial contribution.

Sep 2, 2026

2 min readRead story

Earnings Business

Microsoft Will Publish Azure’s Quarterly Revenue as It Consolidates Segments

The new figure gives Azure a clearer quarterly measure, but it arrives under a narrower definition and alongside less profitability detail for Microsoft’s former business lines.

Sep 2, 2026

2 min readRead story

Earnings Business

Oracle’s Coming Earnings Put Its AI Cloud Financing Under Scrutiny

Fast cloud growth and a large backlog have raised the bar for Oracle’s next report. Its reliance on debt and equity makes the spending plan as important as the revenue line.

Sep 2, 2026

2 min readRead story

Earnings Business

Nvidia Rises 4% as Dell’s Results Reinforce AI Server Demand

Dell’s stronger results gave investors a new read on demand for Nvidia-based AI server racks. Broadcom’s earnings later Wednesday will test a different question: whether it can raise its AI semiconductor outlook while Alphabet broadens its chip supplier base.

Sep 2, 2026

3 min readRead story

Acquisition Business

Palo Alto Networks Acquires Console After $3.41B Quarter to Add Cortex AI Agents

Console gives Palo Alto a workflow-building layer intended to turn natural-language goals into investigation and remediation steps. The completed quarter supports the security demand argument; the product outcome remains an integration test, with the deal price undisclosed.

Sep 1, 2026

3 min readRead story

Pricing change Business

Silicon Data’s Token Index Falls to 97 Cents, Tightening the Squeeze on Model Pricing

The benchmark’s new low points to cheaper model use for customers, while testing whether foundation-model providers can protect revenue as market rates fall.

Sep 1, 2026

2 min readRead story

Earnings Business

Micron Trades at Just Above 6x Forward Earnings as Contracts Test Its Memory Cycle

Long-term customer agreements may curb both peak-price gains and later declines, but new supply and uncontracted sales leave the durability of Micron’s earnings open to debate.

Aug 31, 2026

2 min readRead story

Last week

5 stories

Earnings Business

Nvidia’s $63.1 Billion Receivables Add a Cash-Flow Caveat to Its Earnings Beat

The chipmaker’s demand outlook remains strong, but a faster-growing pool of unpaid invoices, longer payment terms and larger supply obligations shift attention toward how the buildout is financed.

Aug 27, 2026

3 min readRead story

Government action Business

Nvidia Optimizes DeepSeek and Qwen as It Warns U.S. Limits Could Hit Business

The company is making its stack easier to use with prominent Chinese open models, but the potential limits it flagged have not been defined as a final rule.

Aug 27, 2026

3 min readRead story

Earnings Business

Okta Raises Outlook After $805M Quarter as It Widens AI-Agent Security

Okta’s agent tools focus on discovering agents, securing their connections and governing permissions. Permiso is meant to add threat detection after authentication, but the company says the market is still taking shape.

Aug 27, 2026

2 min readRead story

Partnership Business

BlackBerry Calls Robotics a Fast-Growing QNX Business; Order Value Undisclosed

The company is extending its safety-focused software pitch from vehicles to physical equipment, but has not put a number on robotics orders.

Aug 25, 2026

2 min readRead story

Earnings Business

Cramer: Nvidia Results May Move an AI Trade Facing Memory and China Risks

Jim Cramer remains bullish on Nvidia, but says investors will use its report to assess whether supply constraints, data-center buildouts and competitive pressure can curb the wider AI spending cycle.

Aug 25, 2026

3 min readRead story

August 2026

3 stories

Funding Business

Anthropic’s IPO Pitch Faces Two Tests: Compute Growth and Enterprise Data Control

A reported offering that could rival SpaceX’s record would fund a business dependent on data-center expansion. But the company’s enterprise challenge is more specific: give customers more control over sensitive data without ending its reported retention policy.

Aug 21, 2026

4 min readRead story

Enterprise adoption Business

OpenAI’s CFO Sets a 2027 IPO Target as Enterprise Takes the Lead

A confidential filing and a fresh timing target turn OpenAI’s public-market ambitions into an operating deadline. The unresolved question is whether fast enterprise growth can overcome the scrutiny that comes with substantial costs and a rival that may list first.

Aug 19, 2026

4 min readRead story

Earnings Business

Anthropic Told Investors Its Revenue Run Rate Reached $65 Billion

The confidential investor update suggests a rapid expansion ahead of a potential public listing, though a run rate is an extrapolation rather than booked full-year revenue.

Aug 18, 2026

3 min readRead story

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