CNBC Daily Open: Capex is the number to look at amid Big Tech earnings

Posted on October 30, 2025 by Techme101

The crux is that spending on artificial intelligence isn’t going to slow down, at least for the next year, thanks to increasing demand for AI services.

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Wall Street hates Meta’s AI spending guidance raise. We don’t

Posted on October 30, 2025 by Techme101

The pressure on Meta stock was almost certainly due to management’s expense guidance raise.

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India’s Snabbit valuation doubled to $180M in 5 months on its quick house-help bet

Posted on October 30, 2025 by Techme101

Snabbit has raised its third funding round in nine months.

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Samsung’s third-quarter profit more than doubles, beating estimates as chip recovery gathers pace

Posted on October 30, 2025 by Techme101

Samsung Electronics reported a rebound in earnings on Thursday, with operating profit more than doubling from the previous quarter.

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Cluely’s Roy Lee on the ragebait strategy for startup marketing

Posted on October 30, 2025 by Techme101

Cluely’s Roy Lee has a message for startup founders: you should be thinking harder about how to go viral.

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Fund managers reveal their bubble recipes and what to watch for as AI stocks soar

Posted on October 30, 2025 by Techme101

“Fundamentals and valuations can only be ignored for so long,” one portfolio manager told CNBC.

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Meta CEO Mark Zuckerberg defends AI spending: ‘We’re seeing the returns’

Posted on October 30, 2025 by Techme101

Mark Zuckerberg is reminding investors that Meta needs to keep spending on artificial intelligence because of the risk of not investing enough.

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Google expects ‘significant increase’ in capital expenditure in 2026, execs say

Posted on October 30, 2025 by Techme101

Alphabet is planning a “significant increase” in spend next year as it continues to invest in AI infrastructure to meet the demand of its customer backlog.

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ServiceNow CEO denies AI companies are threatening enterprise software: ‘They don’t do what we do’

Posted on October 30, 2025 by Techme101

ServiceNow CEO Bill McDermott pushed back against the idea that artificial intelligence technology will make enterprise software redundant.

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NBA champion Tristan Thompson and World Mobile launch community-owned network Uplift

Posted on October 30, 2025 by Techme101

With Uplift, every subscription will contribute to neighborhood-level network expansion, while local hosts that are known as “AirNode operators” will earn a portion of network revenue by providing community coverage.

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