02 Jul 2026
CNBC Daily Open: Chips are down, OpenAI's woos the White House, and Russia strikes
Hello, this is Leonie Kidd writing to you from London. Welcome to today's edition of the Daily Open newsletter. The first full trading day of July has been marked by another bout of profit-taking in the chip space. Double-digit declines for stocks from Micron to Samsung come amid huge gains on the year. But the rollercoaster ride for AI could get bumpier with the latest reporting on OpenAI…
02 Jul 2026
OpenAI proposes 5% stake to Trump administration to ease Washington pressure: report
OpenAI has proposed handing the U.S. government a 5% stake in the company, the Financial Times reported Thursday, as the artificial intelligence startup seeks to defuse mounting political pressure in Washington.
01 Jul 2026
Palantir's Karp bashes OpenAI, Anthropic token model: 'Something has gone completely wrong'
Palantir CEO Alex Karp on Wednesday criticized the token model used by U.S. artificial intelligence labs Anthropic and OpenAI as costs skyrocket. "I'm not throwing shade at them, but something has gone completely wrong," he told CNBC's " Squawk Box ". "The basic view among enterprises in this country is I'm going to chillax and waste my time with tokens."
01 Jul 2026
Here are Wednesday's biggest analyst calls: Nvidia, SpaceX, Apple, Sandisk, Salesforce, Nike, Lockheed Martin & more
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30 Jun 2026
Nvidia mostly sat out the chip sector's best quarter ever. What needs to change?
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26 Jun 2026
Trump admin allows Anthropic to release Mythos AI model to some companies, government agencies
CEO of Anthropic Dario Amodei attends a working lunch with G7 leaders, G7 outreach partners and global tech CEOs on innovation and AI, during the G7 Summit on June 17, 2026, in Évian-les-Bains, France. Anna Moneymaker | Getty Images News | Getty Images
26 Jun 2026
'The cult of Elon': SpaceX investors grapple with volatility amid big swings
Rollercoaster. That's probably the most accurate word to describe SpaceX's opening two weeks as a public company. The stock surged for several successive days following a record-breaking IPO, briefly overtaking both Amazon and Microsoft in terms of market cap and rising more than 60% on the initial share offering price of $135. But the good times weren't set to last. Daily drops of 5% and 4% were…
25 Jun 2026
On Semiconductor strikes $7 billion deal for Synaptics in physical AI push
On Semiconductor has agreed to buy Synaptics in a nearly $7 billion all-stock deal to bolster its push into physical artificial intelligence technology.
25 Jun 2026
Inside India newsletter: Meet the humans teaching robots to perform routine tasks, as India finds a way to enter the AI race
Hello, this is Priyanka Salve, writing to you from Singapore. Welcome to the latest edition of " Inside India " — your one-stop destination for stories and developments from the world's fastest-growing large economy. India is seen as a laggard in the global AI race, but having the world's second-largest workforce and relatively low labor costs has led to a boom in companies collecting data to…
