Nebius falls 16% as company expects increased 2026 capex spend, issues weak outlook
Nebius' earnings report comes after fellow neoclouds IREN and CoreWeave showed better-than-expected results in the past week.
CNBC Technology
Coinbase CEO says industry collaboration can help contain fallout from hacks like Binance breach
Coinbase CEO Brian Armstrong joined "Squawk Box" for his first TV interview since the Binance hack to share his perspective on cybersecurity.
Nerves around Nvidia as investors await the outcome of Board's crisis CEO meeting
Shares in Nvidia are back in the red in premarket trading as Huang's future hangs in the balance
Jensen Huang affair in DC: Resignation calls and moves to tighten Nvidia China exports
Huang was notably opposed to strict export controls on AI chips to China, which ruffled feathers with congressional China hawks.
Ukrainian defense tech startup hits $6 billion valuation as investors bet on battle-tested drones
UFORCE's NEMESIS drones have completed 300,000 combat flights, and its MAGURA naval vessels have contributed to the destruction of Russian warships.
AI is coming for consulting’s billable hours — and its graduate pipeline
AI is changing the consulting industry, forcing firms to rethink billable hours and the traditional graduate career ladder.
Jensen Huang's affair with alleged spy revives push to tighten China chip curbs ahead of Trump-Xi summit
The scandal engulfing Jensen Huang is fueling calls for tighter restrictions on China's access to advanced AI chips, just days before the Trump-Xi summit.
Nvidia board meeting to decide CEO Jensen Huang’s fate stretches into evening
Nvidia's board is meeting days after CEO Jensen Huang admitted to an affair with a woman who is believed by U.S. intelligence of being a Chinese spy.
Elon Musk says it would be an 'honor' to hire Nvidia's Jensen Huang
The post on X comes amid reports that Nvidia's board is preparing to oust Huang.
What we know so far about Nvidia partner Megaspeed’s Asia footprint
Megaspeed is at the center of a U.S. probe over its role in sending billions of restricted Nvidia chips to China, and its executive's alleged affair with Jensen Huang.
Meta head of infrastructure will leave and be succeeded by former AWS cloud exec
Meta's head of infrastructure and co-head of engineering Santosh Janardhan will leave in 2027, with former AWS senior vice president David Brown taking over.
Jim Cramer says investors need to pay attention to CoreWeave. Here's why
Cramer said he's becoming less skeptical of CoreWeave after strong earnings and reassuring comments from its CEO.
Jim Cramer: This is the bet you're making if you buy the Anthropic IPO
CNBC's Jim Cramer said that Anthropic must sustain extraordinary growth to cover its mounting infrastructure costs.
CoreWeave beats on revenue and lifts guidance, easing AI slowdown concerns
CoreWeave's stock has been hammered heading into the neocloud's Q3 earnings report.
CoreWeave soars more than 24% for best day since April 2025 after strong Q3 report
Neoclouds such as CoreWeave, Nebius and IREN have come under scrutiny this month as investors assessed the sustainability of the AI trade.
Nvidia shares rebound as Jensen Huang faces scrutiny ahead of earnings
Investors are assessing whether CEO Jensen Huang's affair will have spillover effects on Nvidia's business.
Schumer accuses Trump of defending Nvidia CEO Jensen Huang at cost of national security
Rep. John Moolenaar, R-Mich., the Republican chairman of the Select Committee on China, told CNBC he expects answers about Jensen Huang's relationship.
CoreWeave CEO Intrator tells CNBC he has canceled his planned share sale program
After CoreWeave beat on revenue and upped its forecast, CEO Mike Intrator indicated the company will be fine despite last week's Democratic midterm sweep.
Jensen Huang's affair with alleged Chinese spy further complicates Nvidia’s China problem
The allegations against Jensen Huang have brought new attention to the Nvidia CEO's potential influence over U.S. policy on chip sales to China.
Nvidia's Huang tries to project 'business as usual' in return to office after affair revelation
Nvidia employees described the mood as "sad" as CEO Jensen Huang returned to the office after disclosing an affair.
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