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- CNBC Daily Open: All about Trump-Xi, Fed cuts and Big Tech earningson October 30, 2025 at 7:40 am
The crux is that spending on artificial intelligence isn’t going to slow down, at least for the next year, thanks to increasing demand for AI services.
- CNBC Daily Open: Capex is the number to look at amid Big Tech earningson October 30, 2025 at 6:32 am
The crux is that spending on artificial intelligence isn’t going to slow down, at least for the next year, thanks to increasing demand for AI services.
- Samsung’s third-quarter profit more than doubles, beating estimates on strong demand from AI chipson October 30, 2025 at 3:35 am
Samsung Electronics reported a rebound in earnings on Thursday, with operating profit more than doubling from the previous quarter.
- Wall Street hates Meta’s AI spending guidance raise. We don’ton October 30, 2025 at 12:53 am
The pressure on Meta stock was almost certainly due to management’s expense guidance raise.
- Azure outage: Microsoft still working on fix, says recovery expected in several hourson October 29, 2025 at 11:39 pm
Microsoft users reported outages for Azure and 365 services a week after many customers of Amazon Web Services suffered hours of downtime.