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CNBC Tech

@CNBCtech

Follow for the latest tech news from Silicon Valley and around the world.

 San Francisco
cnb.cx/tech
Joined February 2009
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Microsoft plans to use fewer neoclouds as AI buildout shows signs of strain cnbc.com/2026/11/06/microsof…
Microsoft plans to use fewer neoclouds as AI buildout shows signs of strain

Microsoft plans to use fewer neoclouds as AI buildout shows signs of strain

Microsoft is winding down the number of neoclouds it counts as partners, picking key suppliers and focusing on its own data centers.

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OpenAI, Arm and Qualcomm executives react to post-midterm AI sell-off cnbc.com/2026/11/06/tech-exe…
OpenAI, Arm and Qualcomm executives react to post-midterm AI sell-off

OpenAI, Arm and Qualcomm executives react to post-midterm AI sell-off

Executives of major tech companies are largely projecting optimism about continued growth in the artificial intelligence sector despite a post-midterm sell-off.

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OpenAI will keep investing in AI data centers despite election results, CFO tells CNBC cnbc.com/2026/11/06/open-ai-…
OpenAI will keep investing in AI data centers despite election results, CFO tells CNBC

OpenAI will keep investing in AI data centers despite election results, CFO tells CNBC

Voters across the country on Tuesday voiced their support for candidates who have pledged to place restrictions on data center development.

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Tesla to wind down Cybertruck production in Texas next year to ramp Cybercab, Musk says cnbc.com/2026/11/06/tesla-cy…
Tesla to wind down Cybertruck production in Texas next year to ramp Cybercab, Musk says

Tesla to wind down Cybertruck production in Texas next year to ramp Cybercab, Musk says

The Cybertruck and its polarizing design gained a niche following, but it did not achieve mass-market sales and Tesla has issued several voluntary recalls.

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AI stocks hammered by midterm shock as data center buildout becomes a 'war of attrition' cnbc.com/2026/11/06/ai-data-…
AI stocks hammered by midterm shock as data center buildout becomes a 'war of attrition'

AI stocks hammered by midterm shock as data center buildout becomes a 'war of attrition'

The election rout landed on an AI trade already under pressure from high interest rates, heavy capital spending and questions about returns.

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Nasdaq sell-off batters Asian chip stocks as SK Hynix, Samsung, Softbank tumble cnbc.com/2026/11/06/tech-sto…
Nasdaq sell-off batters Asian chip stocks as SK Hynix, Samsung, Softbank tumble

Nasdaq sell-off batters Asian chip stocks as SK Hynix, Samsung, Softbank tumble

Asian technology stocks tumbled Friday, tracking a sharp sell-off on Wall Street overnight that sent the tech-heavy Nasdaq Composite into correction territory.

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Jim Cramer explains why no AI stock seems safe from the market carnage cnbc.com/2026/11/05/jim-cram…
Jim Cramer explains why no AI stock seems safe from the market carnage

Jim Cramer explains why no AI stock seems safe from the market carnage

CNBC’s Jim Cramer said AI stocks are becoming increasingly difficult to value.

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Jim Cramer says the AI sell-off isn't over, but it isn't another dot-com crash cnbc.com/2026/11/05/jim-cram…
Jim Cramer says the AI sell-off isn't over, but it isn't another dot-com crash

Jim Cramer says the AI sell-off isn't over, but it isn't another dot-com crash

Cramer warned that the sell-off in AI stocks likely has further to run.

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Magnificent 7 loses $1 trillion. The most eye-popping stats from Thursday's tech stock plunge cnbc.com/2026/11/05/stock-ma…
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Neocloud IREN says $4 billion in annualized revenue being delayed due to customer request cnbc.com/2026/11/05/iren-ear…
Neocloud IREN says $4 billion in annualized revenue being delayed due to customer request

Neocloud IREN says $4 billion in annualized revenue being delayed due to customer request

Following a dramatic plunge in its stock price, IREN said some revenue is being delayed from 2026 until early next year.

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Elon Musk's Tesla and SpaceX lose over $420 billion in combined market cap after midterms cnbc.com/2026/11/05/tesla-sp…
Elon Musk's Tesla and SpaceX lose over $420 billion in combined market cap after midterms

Elon Musk's Tesla and SpaceX lose over $420 billion in combined market cap after midterms

Elon Musk's Tesla and SpaceX lose $420 billion in combined market cap after midterms

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Blue Origin pushes launch to January 2027 as it races to rebuild damaged launch pad cnbc.com/2026/11/05/blue-ori…
Blue Origin pushes launch to January 2027 as it races to rebuild damaged launch pad

Blue Origin pushes launch to January 2027 as it races to rebuild damaged launch pad

CEO Dave Limp said the company has moved swiftly to repair a launchpad that was damaged by the New Glenn explosion in May, but the work hasn't been easy.

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Jim Cramer says the AI trade is not going away as Nasdaq enters correction cnbc.com/investingclub/2026/…
Jim Cramer says the AI trade is not going away as Nasdaq enters correction

Jim Cramer says the AI trade is not going away as Nasdaq enters correction

The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.

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Marc Lore's Wonder confidentially files for IPO cnbc.com/2026/11/05/wonder-c…
Marc Lore's Wonder confidentially files for IPO

Marc Lore's Wonder confidentially files for IPO

Marc Lore's latest startup Wonder has confidentially filed for an initial public offering.

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Qualcomm slides 9% after earnings, leading post-election chip stock sell-off cnbc.com/2026/11/05/qualcomm…
Qualcomm slides 9% after earnings, leading post-election chip stock sell-off

Qualcomm slides 9% after earnings, leading post-election chip stock sell-off

Qualcomm slid Thursday morning after its Q4 earnings report as chip stocks face continued post-election pressure.

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Democratic sweep puts crypto on defensive in Washington cnbc.com/2026/11/05/crypto-m…
Democratic sweep puts crypto on defensive in Washington

Democratic sweep puts crypto on defensive in Washington

Democrats in Congress could impose tougher rules on crypto and investigate President Donald Trump, ushering in a tougher era for the industry.

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Markets cool after the monster midterm rally with Musk's stocks under pressure cnbc.com/2026/11/05/markets-…
Markets cool after the monster midterm rally with Musk's stocks under pressure

Markets cool after the monster midterm rally with Musk's stocks under pressure

Futures are mixed and oil settles after a sharp sell-off

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Chinese AI lab Moonshot turned to Europe for Nvidia Blackwell access amid U.S. China curbs, sources tell CNBC cnbc.com/2026/11/05/moonshot…
Chinese AI lab Moonshot turned to Europe for Nvidia Blackwell access amid U.S. China curbs, sources...

Chinese AI lab Moonshot turned to Europe for Nvidia Blackwell access amid U.S. China curbs, sources...

Moonshot AI has sought leasing agreements with neoclouds for advanced chips in Europe, as U.S. export controls restrict their import to China.

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Voters rejected AI data centers over resource concerns. Here's why measuring water usage is hard cnbc.com/2026/11/05/meta-spa…

Voters rejected AI data centers over resource concerns. Here's why measuring water usage is hard

AI data centers are facing national outcry for draining local water and power supply. The truth about how they use water to stay cool is far more complicated.

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The midterms could fuel the K-shaped AI trade cnbc.com/2026/11/05/ai-data-…
The midterms could fuel the K-shaped AI trade

The midterms could fuel the K-shaped AI trade

U.S. midterm results could slow data center development, raising the value of existing AI capacity while increasing pressure on debt-funded neoclouds.

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