Meta CEO Mark Zuckerberg during the Meta Connect event in Menlo Park, California, Sept. 17, 2025. David Paul Morris | Bloomberg | Getty Images With Mark Zuckerberg counting on Meta’s new artificial intelligence model, Muse Spark, to revive his company’s standing in the booming AI market, guidance and commentary are going to be of heightened…
Sam Altman, CEO of OpenAI, at the AI Impact Summit in New Delhi, India, Feb. 19, 2026. Prakash Singh | Bloomberg | Getty Images OpenAI has fallen short of its own revenue and user growth estimates, raising questions about whether the AI company can meet its massive data center spending plans, the Wall Street Journal…
Shares of Swedish audio-streamer Spotify fell 9% in premarket trading after soft guidance overshadowed an earnings beat. The New York-listed stock fell as much as 12% following earnings before the bell before paring some of the losses. First-quarter revenue rose 8% from last year to 4.5 billion euros ($5.3 billion), while monthly active users (MAUs)…
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Tuesday. Shares of key players in the artificial intelligence trade — like Oracle, Nvidia and SoftBank Group — are all falling this morning following a report that OpenAI missed internal targets for revenue and user growth. Stock futures are mixed in…
Manus was hailed by Chinese state media as the “next DeepSeek” soon after its launch in March 2025, months before the startup relocated to Singapore. Cheng Xin | Getty Images News | Getty Images BEIJING — China’s decision to block U.S. tech giant Meta‘s $2 billion acquisition of artificial intelligence startup Manus is being seen…
CNBC’s Jim Cramer said one of the biggest overlooked risks to the market is a coming wave of massive initial public offerings that could drain liquidity from stocks. “A bull [market] can also be killed by excess supply — too many big IPOs and it collapses under its own weight,” said the “Mad Money” host…
CNBC’s Jim Cramer said the blistering rally in semiconductor and AI-related stocks may be sending a warning signal about the broader market. “Lately, we’ve been seeing parabolic moves all over the market” said the “Mad Money” host. “Those are worrisome.” His caution comes after a historic run in the Philadelphia Semiconductor Index, often called the…
Wall Street is touting one of our long-held views: AI represents a tailwind —not a headwind — for CrowdStrike and cybersecurity stocks. Shares of CrowdStrike rose 1.6% Monday after receiving a pair of bullish analyst calls. Mizuho upgraded the stock to outperform from neutral while upping its price target to $520 from $490, saying recent…
Amazon is making a big move to advance its ambitions in outer space — one that is pricey and pits it against a formidable incumbent. It could also end up a huge winner for the e-commerce and cloud giant. The Seattle-based company said this month it plans to acquire satellite operator Globalstar for $90 per…
There’s a landgrab underway in the U.S. for perpetual futures, one of the biggest and riskiest parts of the crypto trading world — and prediction markets Kalshi and Polymarket reportedly want a piece of it. Perpetual futures, better known by users as “perps,” are futures contracts without expiration dates that have seen explosive growth since…
