Tag Archives: CNBC

Firefly Aerospace shares jump 15% on strong revenues, boosted guidance

Firefly Aerospace, which went public in August on the Nasdaq, issued better-than-expected third-quarter results and lifted its guidance.

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Cisco beats on earnings and guidance, lifting stock

Cisco has returned to growth this year after revenue dropped in 2024, but Wall Street is waiting to see if the company can be a major player in AI.

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Defense startup Govini founder Eric Gillespie charged in child sex sting

Govini has a $900-million U.S. government contract and multiple deals with the Pentagon.

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What Anthropic’s $50 billion AI infrastructure investment means for these 3 portfolio stocks

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

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AI startup Code Metal is going beyond vibe coding with the help of $36 million in fresh capital

Code Metal has raised $36.5 million in a funding round led by Accel.

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Waymo begins offering freeway robotaxi rides in San Francisco, LA and Phoenix

The Google sister company has been testing robotaxi freeway rides with employees for more than a year.

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Anthropic to spend $50 billion on U.S. AI infrastructure, starting with Texas, New York data centers

Anthropic rival OpenAI has secured more than $1.4 trillion worth of deals with Nvidia, Broadcom, Oracle, and the major cloud providers.

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AMD’s Lisa Su dismisses AI spending fears as stock rallies on growth projections: ‘It’s the right gamble’

Many of AMD’s hyperscaler customers have beefed up spending as AI reaches an “inflection point” and companies can see the return on that spending, Su added.

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Coinbase moves incorporation to Texas from Delaware, following Musk’s lead

Coinbase’s legal chief wrote in a Wall Street Journal op-ed that the crypto platform is moving its state of incorporation to Texas.

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AI trade stalls, ‘ghost job’ listings, Trump floats tariff rebate checks and more in Morning Squawk

Here are five key things investors need to know to start the trading day.

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