SAN FRANCISCO — Inside Anthropic headquarters, President and co-founder Daniela Amodei keeps coming back to a phrase that’s become a sort of governing principle for the artificial intelligence startup’s entire strategy: Do more with less. It’s a direct challenge to the prevailing mood across Silicon Valley, where the biggest labs and their backers are treating…
Chipmaking stocks rallied to kick off 2026 as investors piled into the winning artificial intelligence-fueled sector following another big year of gains. Dutch chip equipment maker ASML surged 9%, while Micron Technology jumped 8% to start the new trading year. Lam Research and Intel rallied about 7% each, while Marvell Technology rose 5%. Advanced Micro…
A Tesla showroom is seen on Dec. 13, 2023 in Austin, Texas. Brandon Bell | Getty Images Tesla posted its fourth-quarter 2025 vehicle production and deliveries report on Friday. Shares climbed about 1% after the numbers were released. Here are the key numbers: Total Q4 deliveries: 418,227 Total Q4 production: 434,358 Total 2025 deliveries: 1.64 million Total 2025…
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Friday and happy 2026! I began my year at the movie theater watching an Amanda Seyfried-led movie-musical (“The Testament of Ann Lee,” not “Mamma Mia!”). Stock futures are up this morning. The market is on a four-day losing streak. Here are…
A general view of the Baidu logo is seen at the Shanghai New Expo Center during the World Artificial Intelligence Conference 2025 in Shanghai, China, on July 28, 2025. Ying Tang | Nurphoto | Getty Images Chinese tech giant Baidu has announced plans to spin off its artificial intelligence chip subsidiary, Kunlunxin, and list it…
Democratic Socialist Sen. Bernie Sanders and right-wing Gov. Ron DeSantis agree on virtually nothing. But they found common ground this year as leading skeptics of the artificial intelligence industry’s data center boom. The alignment of two national figures on the left and right signals that a political reckoning is brewing over the AI industry’s impact…
The Stargate AI data center in Abilene, Texas, US, on Wednesday, Sept. 24, 2025. Kyle Grillot | Bloomberg | Getty Images West Texas dust, iron-tinged and orange-red, rides the wind and sticks like a film to everything you touch. It clings to skin and the inside of your mouth, a fine grit that turns every…
Google CEO Sundar Pichai waves as he arrives to attend the Artificial Intelligence (AI) Action Summit at the Grand Palais in Paris, France, February 11, 2025. Benoit Tessier | Reuters After a tough start to the year, Google closed out 2025 with its strongest performance — from Wall Street’s perspective — since 2009, when the…
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Wednesday and New Year’s Eve. I’ve decided that there are three main groups of holiday observers this year: Those going to parties or watching the Times Square ball drop at home; those doing late-night workout classes or races; and those going…
Charlie Ergen Karl Gehring | Dever Post | Getty Images Wall Street grew increasingly obsessed with the artificial intelligence boom this year, pouring money into chips, data centers and applications. But investors looking beyond Silicon Valley found outsized returns in another location: space. Some of the year’s biggest market winners were defense companies that benefited…
