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Microsoft reports Q2 Intelligent Cloud revenue up 19% YoY to $25.5B, vs. $25.8B est., with Azure and other cloud services revenue up 31%, down from 33% in Q1
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www.cnbc.com
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2025-1-30
Microsoft
ASML CEO Christophe Fouquet says cheaper AI “could mean more applications” and “more demand over time”, and “cost and energy” are the big issues to address
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www.cnbc.com
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2025-1-29
Energy
AI
ASML reports Q4 net profit of €2.69B on €9.26B net sales, net bookings up 169% QoQ to €7.09B, and expects 2025 net sales of €30B to €35B, up from €28.3B in 2024
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www.cnbc.com
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2025-1-29
4Q
Doc: Google's maps unit reclassified the US as a “sensitive country”, reserved for states with strict governments or border disputes, after Trump's map changes
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www.cnbc.com
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2025-1-29
Trump
Google
The US Navy has instructed its members to avoid using DeepSeek “in any capacity” due to “potential security and ethical concerns”
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www.cnbc.com
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2025-1-29
X announces X Money Account, a digital wallet and peer-to-peer payments service with Visa as its launch partner, debuting “later this year”
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www.cnbc.com
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2025-1-29
OpenAI launches ChatGPT Gov, built specifically for US government use, and says 90K+ government employees have generated 18M+ prompts since the start of 2024
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www.cnbc.com
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2025-1-29
Nvidia's stock drops 16.86%, closing at $118.58, losing nearly $600B in market cap, more than twice as much as any US company has ever lost in a single day
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www.cnbc.com
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2025-1-28
Nvidia
Single Market
Google says it will change Gulf of Mexico to Gulf of America on Maps after “official government sources” are updated, after Trump signed an EO changing the name
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www.cnbc.com
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2025-1-28
Trump
U.S.
Mexico
Google
Nvidia's stock drops 16.86%, closing at $118.58, dropping nearly $600B in market cap, more than twice as much as any US company has ever dropped in a single day
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www.cnbc.com
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2025-1-28
Nvidia
Single Market
Apple releases iOS 18.3, iPadOS 18.3, and macOS 15.3, enabling Apple Intelligence by default on supported devices but disabling AI summaries for news apps
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www.cnbc.com
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2025-1-28
IOS
AI
Apple
Intelligence
DeepSeek says it's temporarily limiting new user registrations “due to large-scale malicious attacks” on its services
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www.cnbc.com
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2025-1-28
Source: Perplexity AI revises its TikTok US merger proposal, which now allows for the US government to own up to 50% of the new company upon a future IPO
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www.cnbc.com
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2025-1-27
IPO
AI
After pouring tens of millions into Trump's campaign, the crypto industry has been paid back handsomely during his first week back, with EOs, rule changes, more
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www.cnbc.com
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2025-1-26
Trump
EOS
The US SEC revokes SAB 121, a controversial accounting rule that forced banks to treat bitcoin and other tokens as a liability on their balance sheets
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www.cnbc.com
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2025-1-25
Bitcoin
Twilio says its adjusted operating margin will reach 21%- 22% in 2027, exceeding est. and up from 16.1% in the most recent quarter; TWLO jumps 11%+ after hours
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www.cnbc.com
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2025-1-24
Trump signs an EO to create a cryptocurrency working group to consider a national digital asset stockpile “potentially derived” from seized cryptocurrencies
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www.cnbc.com
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2025-1-24
Trump
Asset
Cryptocurrency
The UK CMA opens an investigation into Apple's App Store and Google's Play Store to “explore the impact on people who use mobile devices” and on businesses
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www.cnbc.com
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2025-1-23
Google
Mobile
Apple
EA expects net bookings of $7B to $7.15B for the FY ending March 31, below guidance of $7.5B to $7.8B, citing underperforming games; stock falls 5%+ after hours
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www.cnbc.com
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2025-1-23
Source: Trump had a lengthy conversation with Sam Altman last week about the potential of AI and the need to develop the tech in the US
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www.cnbc.com
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2025-1-23
Trump
AI
The SEC launches a “Crypto 2.0” task force led by SEC Commissioner Hester Peirce, to create a “comprehensive and clear regulatory framework for crypto assets”
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www.cnbc.com
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2025-1-22
Asset
An interview with Jeff Atwood, co-founder of Stack Overflow, which was acquired by Prosus for $1.8B in 2021, on his plans to donate half his net worth and more
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www.cnbc.com
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2025-1-20
Interview
TikTok is not available for download in the App Store and Play Store in the US, as the app halts service in the country to comply with the divest-or-ban law
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www.cnbc.com
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2025-1-19
Ban
Source: Perplexity AI made a TikTok US bid to ByteDance, proposing a merger that brings video to Perplexity, with ByteDance investors retaining their stakes
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www.cnbc.com
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2025-1-19
AI
TikTok says it will go dark in the US on Sunday unless the Biden admin provides a “definitive statement” to critical service providers assuring non-enforcement
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www.cnbc.com
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2025-1-18
The US FTC refers a complaint against Snap to the DOJ, alleging Snapchat's My AI chatbot poses “risks and harms to young users”; SNAP closed down 5%
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www.cnbc.com
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2025-1-17
AI
chatbot
Snapchat
Klarna strikes a partnership with Stripe to make its BNPL service available to merchants using Stripe's payment tools in 26 countries, ahead of its US IPO
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www.cnbc.com
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2025-1-15
IPO
The UK CMA opens a probe to assess Google's position in search and search ads business and how it impacts consumers, advertisers, publishers, and its rivals
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www.cnbc.com
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2025-1-14
Google
IAC board approves the spinoff of home improvement marketplace Angi; IAC has previously spun off companies like Expedia, Ticketmaster, and LendingTree
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www.cnbc.com
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2025-1-14
The SEC says that two Robinhood broker-dealers agreed to pay $45M in combined penalties to settle charges that they violated over 10 securities law provisions
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www.cnbc.com
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2025-1-14
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