CNBC Tech - Gaming

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1. OpenAI strikes deal with Pentagon, hours after rival Anthropic was blacklisted by Trump

   OpenAI CEO Sam Altman said on X that his company has come to terms with the Defense Department for use of its models.

2. Jack Dorsey made the loudest case yet that AI is already replacing jobs

   In cutting nearly 40% of its workforce, Block loudly professed that the days of AI taking the jobs of humans has arrived.

3. How Amazon's massive stake in OpenAI could boost its AI and cloud businesses

   The deal could ease some of Wall Street's fears about Amazon's monster $200 billion capex spending, and accelerate its development of AI tools.

4. Nvidia's stock wraps up tough week as Wall Street focuses more on competition than growth

   Meta will use AMD's chips and is reportedly interested in Google processors, while OpenAI is turning to Amazon silicon, as Nvidia faces increasing competition.

5. Here's an update on our 4th Industrial Revolution stocks and the rest of the portfolio

   Jim Cramer spotlighted the "Fourth Industrial Revolution" winners in the Club's portfolio during Friday's Monthly Meeting.

6. Sam Altman aims to 'help de-escalate' tensions with Pentagon as OpenAI employees voice support for Anthropic

   Altman said OpenAI shares Anthropic's red lines when it comes to use of its models, according to a memo he shared with employees.

7. CoreWeave CEO defends spending plans, tries to combat debt narrative as stock plummets 18%

   Coreweave CEO Mike Intrator said the company has intentionally accelerated its infrastructure buildout.

8. Dell shares climb 22% on earnings beat as company navigates rising memory costs

   Dell's strong fourth-quarter results show the company is navigating the memory shortage well so far.

9. Pentagon-Anthropic AI standoff is real-time testing balance of power in future of warfare

   The Pentagon clash with Anthropic and Friday's severe response from Trump and Defense Secretary Hegseth highlights a growing war over who controls military AI.

10. Anthropic faces lose-lose scenario in Pentagon conflict as deadline for policy change looms

    Anthropic has just hours to decide whether it will accede to the Defense Department's demands that it be able to use the company's AI models how it sees fit.