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Tag Archives: CNBC
Amazon’s push to make AI cheaper — and why it matters to reigniting the stock
AWS’ custom chip strategy should aid cloud reacceleration, which investors see as key to getting the stock back on track.
Google parent Alphabet shares are down premarket after its earnings beat. Here’s what’s happening
Alphabet shares continued its decline on Thursday after the company said it would hugely increase its AI spending in 2026.
CNBC Daily Open: Alphabet could more than double its capex in 2026, unsettling investors
Alphabet expects capital expenditure for 2026 to come in between $175 billion and $185 billion — at the higher end, capex will more than double from last year.
China’s EV slowdown persists as BYD posts near two-year low in sales
At least six major Chinese electric car brands reported a sharp sales drop in January from December, according to CNBC’s analysis.
U.S. proposes critical minerals trade bloc aimed at countering China’s grip
The U.S. is mobilizing allies into a preferential trade bloc for critical minerals as part of efforts to counter China’s dominance in the market.
China’s Hong Kong-listed tech stocks enter bear market as tax and AI fears take hold
Chinese technology stocks have slid into bear market territory, marking a sharp reversal from last year’s rally.
Sony profit jumps 22% in December quarter, beating expectations and lifting full-year outlook
Sony posted a stronger-than-expected rebound in operating profit for the December quarter and lifted its full-year forecast.
Shares of Arm plunge 8% after licensing revenue misses estimates, Qualcomm outlook adds pressure
Shares of UK-based semiconductor designer Arm Holdings fell in aftermarket trading, despite the company posting record revenues amid AI demand.
CNBC Daily Open: Alphabet capex plans spook investors, while AMD has a brutal day in markets
Alphabet expects capital expenditure for 2026 to come in between $175 billion and $185 billion — at the higher end, capex will more than double from last year.
Alphabet resets the bar for AI infrastructure spending
The search giant’s proposed capex spend for 2026 exceeds that of its hyperscalers peers.