This year’s Morgan Stanley Tech, Media and Telecom conference lineup was stacked: Dario Amodei and Sam Altman (both in the middle of the Pentagon drama) Jensen Huang, Satya Nadella, and dozens of enterprise software CEOs trying to convince investors they’ll survive the AI reckoning. I spent a day on the ground covering it, and then…
Broadcom‘s stock surged nearly 5% on Thursday as CEO Hock Tan touted strong demand for the company’s chips amid the artificial intelligence boom. He told analysts on Wednesday that he anticipates AI chip revenue in 2027 that’s “significantly in excess of $100 billion” as demand mounts for designing custom silicon. That far surpassed many bullish…
OpenAI CEO Sam Altman took subtle swipes at rival Anthropic on Thursday and said he thinks it’s “bad for society” if companies start abandoning their commitment to the democratic process because “some people don’t like the person or people currently in charge.” “The government is supposed to be more powerful than private companies,” Altman said…
New York Times columnist Andrew Ross Sorkin and CEO and co-founder of Anthropic Dario Amodei speak onstage during the 2025 New York Times Dealbook Summit at Jazz at Lincoln Center on December 03, 2025 in New York City. Michael M. Santiago | Getty Images The Department of Defense has officially informed Anthropic’s leadership that the…
Amazon and Google think that artificially intelligent assistants like Alexa+ and Gemini will speed up the process of setting up a smart home, but many problems remain unsolved. Source link
Traders work on the floor at the New York Stock Exchange, March 3, 2026. Brendan McDermid | Reuters Cloud and software stocks were a rare bright spot amid Thursday’s market drop. The WisdomTree Cloud Computing Fund (WCLD) gained 2.7%, putting the exchange-traded fund on track for its best day since April 24, when it jumped…
An Apollo humanoid robot prototype, made by Apptronik Inc., demonstrates its dexterity during a media day at the Mercedes-Benz Digital Factory Campus in Berlin, Germany on Tuesday, March 18, 2025. Bloomberg | Bloomberg | Getty Images Recently, Apptronik announced a $520 million funding round at a valuation north of $5 billion, with Alphabet‘s Google DeepMind…
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Thursday. If you’re concerned about automation impacting your job, I’m sorry to say this story Xiaomi’s humanoid robot “interns” probably won’t ease those worries. Stock futures are lower this morning. The three major indexes are coming off a winning day. Here…
A Shahed-136 drone is displayed at a rally in western Tehran, Iran, on February 11, 2026. Nurphoto | Nurphoto | Getty Images In the aftermath of the Israeli-U.S. strikes on Iran, American allies in the Persian Gulf are hearing a sound that Ukrainian soldiers have long come to dread: the foreboding hum of the Shahed-136…
Anthropic CEO Dario Amodei looks on after a meeting with French President Emmanuel Macron during the AI Impact Summit in New Delhi on February 19, 2026. Ludovic Marin | Afp | Getty Images A group of former defense and intelligence officials and policy experts sent a letter on Thursday to Congress calling for an investigation…