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Broadcom earnings, Lululemon CEO steps down, 'fibermaxxing' and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Reddit challenges Australia’s under-16 social media ban in High Court filing, says law curbs political speech
Reddit filed a legal challenge seeking to either declare the law invalid, or exclude the platform from the provisions of the law
Broadcom stock reverses lower on a misinterpretation of what the CEO said on the earnings call
Investors were apparently not satisfied with Broadcom CEO Hock Tan's answer to an important question.
Altman and Musk launched OpenAI as a nonprofit 10 years ago. Now they’re rivals in a trillion-dollar market
As OpenAI turns 10, the former nonprofit AI lab is at the center of a roughly $1.4 trillion bet on AI infrastructure.
CNBC Daily Open: U.S. stocks hit records despite AI-led tech slide
Even though the AI theme seems to be under scrutiny, other sectors are performing well on the back of a resilient U.S. economy and buoyed by interest-rate cut.
Oracle's lease commitments jump by almost 150% as company builds out to meet AI demand
Oracle's lease commitments now total $248 billion, with $10 billion tied to cloud capacity.
Trump signs executive order for single national AI regulation standard, limiting power of states
President Trump's executive order, which limits the power of states in regulating AI, is a win for big tech companies that have lobbied for a federal standard.
Broadcom reveals its mystery $10 billion customer is Anthropic
Broadcom CEO Hock Tan said Anthropic placed an additional $11 billion order in the fourth quarter.
Palantir sues former employees, says Percepta AI CEO set out to 'pillage' top developers
Palantir accused three former employees of violating non-solicitation agreements, and said they're competing with the company by hiring top developers.
Musk says SpaceX report of 2026 IPO is 'accurate'
Elon Musk ally Jared Isaacman looks set to be confirmed as the new NASA administrator after President Trump re-nominated him for the role.
Don't use Oracle and its challenges as a barometer for the many great AI stocks we own
The broader AI trade is back in the hot seat because of Oracle. It shouldn't be.
Sam Altman expects OpenAI to exit 'code red' by January after launch of GPT-5.2 model
The new model will be available starting Thursday within OpenAI's ChatGPT chatbot and its API.
Rivian announces new AI tech, in-house chip and robotaxi ambitions
The company has also developed AI models to power its Autonomy+ subscription, which it intends to roll out early next year for $2,500 upfront or $49.99 a month.
Disney making $1 billion investment in OpenAI, will allow characters on Sora AI video generator
Disney is investing in OpenAI and has licensed its iconic characters like Mickey Mouse, Ariel and Iron Man to be used in the Sora AI video generator.
Broadcom reports fourth quarter earnings after the bell
Broadcom stock is at all-time highs and has climbed 75% so far in 2025.
Disney's OpenAI stake is 'a way in' to AI and Sora will help reach younger audience, Iger tells CNBC
Disney CEO Bob Iger told CNBC he thinks the deal is a "good investment for the company."
Oracle shares tank 15%, dragging down Nvidia, AMD, CoreWeave
Investors have questioned Oracle's AI infrastructure plans and colossal amount of debt.
Esusu, platform for renters to build credit scores, valued at $1.2 billion in new funding round
Esusu raises $50 million at a $1.2 billion valuation as it helps more renters build credit scores and gain access to mortgages and other financial products.
Goldman Sachs leads investment in software delivery startup Harness at $5.5 billion valuation
Harness CEO Jyoti Bansal wants to eventually take Harness public after he sold his previous startup, AppDynamics, to Cisco just before a planned IPO.
The Fed's hawkish cut, Oracle earnings, Coca-Cola's next CEO and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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