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Business news related to the technology industry, including Apple, Amazon, Microsoft, Google, and Facebook, plus consumer electronics, start-ups, cryptocurrency, media, advertising, streaming, venture capital, antitrust and regulation.

  1. Palantir rallies 15% for the week as Iran war boosts prospects, muting Anthropic concern

    Palantir's stock had its best week since August and outperformed all of its large-cap tech peers after the U.S. attacked Iran.

  2. Amazon says Anthropic’s Claude still OK for AWS customers to use outside defense work

    Amazon joined Microsoft and Google in continue to offer Anthropic's Claude AI technology to customers after the Pentagon deemed it a "supply chain risk."

  3. Vast wraps $500 million funding round as company vies for NASA space station contract

    Vast is betting on a "leapfrog strategy" to land a phase two NASA award for the International Space Station.

  4. AI's got a gender gap: Women are more skeptical

    Men are more enthusiastic about AI, while women are more skeptical, according to CNBC's 5th annual SurveyMonkey Women at Work survey.

  5. Google joins Microsoft in telling users Anthropic is still available outside defense projects

    Cloud vendors are letting customers know that Anthropic's popular AI tools can still be accessed after the Department of Defense blacklisted the company.

  6. Jim Cramer sees opportunities in Friday's ugly market. Here's where he is looking

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

  7. Marvell stock surges 18% as CEO points to continuing AI demand: 'Do you see me blinking?'

    Marvell shares surged on Friday after the company beat earnings expectations and issued strong guidance on continuing AI demand.

  8. Samsung reveals first details of its AI smart glasses to CNBC

    Samsung's AI smart glasses will be launched in 2026 and will mark the company's first foray into the product category.

  9. Jobs report, Gap's weather problem, a new tariff lawsuit and more in Morning Squawk

    Here are five key things investors need to know to start the trading day.

  10. The Tech Download: Data centers become military targets as Iran war rages on

    Infrastructure underpinning digital services has been pulled into the conflict in the Middle East

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