Investors punish heavy AI spenders, while rewarding the capex-lite business models
CNBC's Seema Mody and MacKenzie Sigalos report on trends regarding AI's capex concerns. source
Thursday, July 30, 2026
Tag: silicon valley
Databricks CEO: We’re hosting open source models like Kimi and running out of GPUs
Ali Ghodsi, Databricks CEO, joins 'The Exchange' to discuss the company's latest funding round, the capabilities of Chinese AI models ...
Netflix earnings: Here’s what to expect
CNBC's MacKenzie Sigalos reports on news regarding Netflix. source
Uber launches takeover bid for Delivery Hero
CNBC's Mackenzie Sigalos reports on Uber launching a takeover bid for the German food delivery company, Delivery Hero. source
OpenAI’s hardware push: Here’s what you need to know
CNBC's Kate Rooney reports on OpenAI. source
Elon Musk and Sam Altman spar on X over Apple’s lawsuit against OpenAI
CNBC's Kate Rooney reports on Elon Musk and Sam Altman sparring on X over Apple's lawsuit against OpenAI. source
Global high bandwidth memory leader SK Hynix opens for trade on Nasdaq
CNBC's Kristina Partsinevelos reports on the latest news regarding SK Hynix. source
OpenAI’s GPT-5.6: CEO Sam Altman says it is 54% more token efficient relative to rivals
CNBC's Kate Rooney reports on news regarding OpenAI. source
Apple expands Broadcom partnership with $1.5B expansion of Colorado manufacturing facility
CNBC's MacKenzie Sigalos reports on news regarding Apple. source
Amazon raising at least $25B in bond sale
CNBC's Kate Rooney reports on news regarding Amazon's data center buildout. source
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