Broadcom reveals its mystery $10 billion customer is Anthropic

Broadcom reveals its mystery  billion customer is Anthropic

A Broadcom sign is pictured as the company prepares to launch new optical chip tech to fend off Nvidia in San Jose, California, U.S., September 5, 2025. Brittany Hosea-small | Reuters Broadcom revealed during a September earnings call that it had signed a customer that had placed a $10 billion order for custom chips. At … Read more

Oracle plummets 11% on weak revenue, pushing down AI stocks like Nvidia and CoreWeave

Oracle plummets 11% on weak revenue, pushing down AI stocks like Nvidia and CoreWeave

Oracle shares sank 11% in extended trading on Wednesday after the database software maker reported lower quarterly revenue than expected despite booming demand for its artificial intelligence infrastructure. AI-related stocks were hit following the report with, chipmakers Nvidia and Advanced Micro Devices each dropping about 1% and cloud provider CoreWeave sliding more than 3%. Here’s … Read more

Meta acquiring AI wearable company Limitless

Meta acquiring AI wearable company Limitless

Meta CEO Mark Zuckerberg wears the Meta Ray-Ban Display glasses, as he delivers a speech presenting the new line of smart glasses, during the Meta Connect event at the company’s headquarters in Menlo Park, California, U.S., Sept. 17, 2025. Carlos Barria | Reuters Meta is acquiring artificial intelligence wearable startup Limitless, the companies said Friday. … Read more

Paramount questions Warner Bros. Discovery on ‘fairness and adequacy’ of sale process: Read the full letter

Paramount questions Warner Bros. Discovery on ‘fairness and adequacy’ of sale process: Read the full letter

A bus passes near Warner Bros. Studio on Sept. 12, 2025 in Burbank, California. Mario Tama | Getty Images Paramount Skydance is calling foul on how Warner Bros. Discovery has conducted its sale process. In a letter reviewed by CNBC, Paramount attorneys told Warner Bros. Discovery CEO David Zaslav that Paramount was questioning the “fairness … Read more

Microsoft stock sinks on report AI product sales are missing growth goals

Microsoft stock sinks on report AI product sales are missing growth goals

Microsoft pushed back on a report Wednesday that the company lowered growth targets for artificial intelligence software sales after many of its salespeople missed those goals in the last fiscal year. The company’s stock sank more than 2% on The Information report. A Microsoft spokesperson said the company has not lowered sales quotas or targets … Read more

Amazon launches cloud AI tool to help engineers recover from outages faster

Amazon launches cloud AI tool to help engineers recover from outages faster

Mateusz Slodkowski | SOPA Images | Lightrocket | Getty Images Amazon’s cloud unit on Tuesday announced AI-enabled software designed to help clients better understand and recover from outages. DevOps Agent, as the artificial intelligence tool from Amazon Web Services is called, predicts the cause of technical hiccups using input from third-party tools such as Datadog … Read more

Meta’s Instagram orders employees back to the office 5 days a week

Meta’s Instagram orders employees back to the office 5 days a week

Instagram has installed a new privacy setting which will default all new and existing underage accounts to an automatic private mode. Brandon Bell | Getty Images Instagram will require U.S.-based employees to work five days a week in an office, Meta confirmed on Monday. The new return-to-office policy will take effect on Feb. 2 and … Read more

Forget AI spending — the biggest risk to this stock market is speculative junk

Forget AI spending — the biggest risk to this stock market is speculative junk

Chicken and egg? Cart before the horse? Six of one, half dozen of the other? After a while, you realize there isn’t a simple phrase to capture the linkages between alternative investments that cloud the landscape of money-making opportunities. What kind of alternative investments am I alluding to? They could be any number of things: … Read more

AI is taking jobs — here’s Coursera CEO’s No. 1 tip for grads to stay competitive

AI is taking jobs — here’s Coursera CEO’s No. 1 tip for grads to stay competitive

Greg Hart, President and CEO of Coursera Coursera With entry-level jobs declining as employers continue to deploy AI, Coursera’s CEO has shared his top tips for graduates to stay competitive in the job market and stand out in interviews. Greg Hart, former technical advisor to Jeff Bezos at Amazon, became president and CEO of online … Read more

The warehouse real estate sector is seeing a rebalance. Here’s what to watch for

The warehouse real estate sector is seeing a rebalance. Here’s what to watch for

A large industrial warehouse features rows of shelves stacked with packages, while two workers in safety gear are walking and inspecting the storage. Utilized space exemplifies efficiency and systematic inventory management. Witthaya Prasongsin | Moment | Getty Images A version of this article first appeared in the CNBC Property Play newsletter with Diana Olick. Property … Read more