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Reddit CEO says Google's AI Overviews can't replace '10 blue links' for referral traffic
Reddit CEO Steve Huffman said his company has to find ways to work around changes at Google, which is delivering less traffic than in the past.
Microsoft's Xbox chief lays out plan to pass rivals on margin by 2030 in memo to employees
Microsoft's gaming unit wants to invest in its Minecraft franchise and expand through partnerships, including in China.
Amazon got $600 million in Trump tariff refunds and will pass return along to some customers
The company previously hadn't disclosed whether it would recoup tariff costs after the Supreme Court ruled many of President Donald Trump's levies were illegal.
Jim Cramer says this hedge fund's blowup reveals the hidden risks of leverage
CNBC's Jim Cramer said the forced unwind of Situational Awareness shows how borrowing money can quickly magnify losses and trigger forced selling.
Amazon posts Q2 revenue beat, accelerating cloud growth
Amazon projected its 2026 capex will reach $200 billion, and some analysts believe the total could rise in the face of surging artificial intelligence demand.
Reddit crushes revenue and earnings estimates, issues strong guidance
Reddit reported second-quarter earnings that beat on the top and the bottom, and gave a revenue forecast that topped estimates.
Apple earnings live updates: iPhone, AI and Tim Cook’s final CEO call
Apple reports its third-quarter earnings on Thursday, July 30, after the closing bell. The conference call with analysts is scheduled for 5 p.m. ET.
AMD and Micron surge, Lam Research climbs 17% as chip stocks rip higher
Strong earnings from Lam Research, Microsoft and Arm boosted hard-hit semiconductor stocks.
China’s open-weight model lead exposes America’s AI blind spot
The future of AI may be dictated not by who builds the smartest model, but who builds the models everyone runs on. Right now, that's China.
OpenAI cuts prices for two of its GPT-5.6 AI models as companies grow sensitive to costs
The company is facing pressure to cater to a more cost-sensitive customer base.
Amazon's Zoox to begin charging for rides in Las Vegas after clearing NHTSA hurdle
The exemption allows Zoox to operate up to 2,500 vehicles annually for two years, subject to "enhanced, adaptable" oversight conditions.
'This is a clearing event' — Cramer says forced selling may signal a bottom for AI trade
Situational Awareness — a buzzy hedge fund founded by a former OpenAI researcher — is not the only in one in hot water, Jim Cramer said Thursday.
New details in the OpenAI Hugging Face hack show how far agents will go: 'It's now remarkably easy'
OpenAI's rogue models used publicly exposed credentials across "four accounts on four services" to help facilitate the Hugging Face breach.
Warsh's inflation problem, Meta's weak guidance, Chipotle earnings and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Meta tanks nearly 9%, Microsoft jumps 8% as the AI trade splits Big Tech
Microsoft posted strong Azure and Copilot growth, while Meta missed revenue guidance forecasts as free cash flow plunged leading to diverging stock moves.
Rolls-Royce hikes guidance as it benefits from both the defense boom and AI data center buildout
Orders in the company's data center power business grew more than 50% in the first half of the year.
China threatens retaliation against U.S. humanoid robot ban, says it 'severely damages' relations
China's Commerce Ministry said Thursday the U.S. Federal Communications Commission has repeatedly ignored Beijing's restrained stance.
Inside India newsletter: Meta's clout in the world's largest democracy is surging — inviting scrutiny
Meta Platforms has strengthened its influence on India as Gen Z protesters widely relied on Instagram to raise their concerns against the Modi government.
Microsoft's AI spending guide is music to our ears, quieting the bears — for now
Microsoft broke ranks — and the troubled stock was handsomely rewarded Wednesday evening.
Zuckerberg lays out Meta's AI capacity dilemma: What to sell vs. what to keep
For investors anxious to hear more about Meta's plans to make money from its big AI spending, Mark Zuckerberg said there's a trade-off.
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