CNBC Tech

Google conditions search access in schools on acceptance of AI Overviews, drawing political criticism over AI adoption leverage.

CrowdStrike CEO announces kill-switch feature for controlling rogue AI agents; positioning safety tooling as market opportunity.

AMD reports Q3 earnings with doubled data center revenue, driven by AI chip demand.

Apple’s annual filing warns that AI agents could exceed permissions, resist instructions or take actions that are difficult to reverse.

CrowdStrike launched an AI kill switch that the company says can stop internal agents, block relaunches and cut enterprise network access.

Jim Cramer sees the tool as a significant growth driver for CrowdStrike and a breakthrough for the broader industry.

Meta is aiming to raise between $20 billion and $25 billion in a bond sale as the company ramps up spending on infrastructure and AI models and services.

Tuesday's midterm elections follow record spending on AI-generated political ads.

Binance has replenished 98% of $6.34 billion in affected assets, according to a security report the crypto exchange issued Tuesday.

Europe is scrambling to develop infrastructure to support the rollout of AI amid high energy and land costs.

Blackstone President Jon Gray says AI infrastructure needs more equity as debt investors face concentration risks amid massive spending plans.

Anthropic reports $17B Q3 revenue and $895.4B purchase commitments in revised S-1 ahead of IPO.

Marvell acquires Lumentum in all-stock deal for AI connectivity hardware consolidation; closing expected H1 2028.

OpenAI signs four deals with Abu Dhabi government and energy sectors; Sam Altman meets crown prince.

South Korea allocates 21.3 trillion won (~$16B) for sovereign AI model, chips, and data centers by 2027.

Sam Altman visits South Korea to discuss OpenAI chip partnerships with Samsung and SK Group.

JPMorgan and Amazon block Meta Muse; retail experts debate whether friction-reduction AI agents ultimately prevail.

Meta's AI ad targeting grew faster than Google Search revenue in latest quarter, widening competitive gap.

Santander and Novartis report early AI cost savings and revenue impact in earnings; investor focus on ROI vs. hype.

OpenAI reduces Series B fundraising target to $20B amid ongoing negotiations; deal not closed.

SpaceX fails to dismiss NAACP lawsuit over air pollution from Memphis-area data center project.

Startups Dazzle, Duckbill, Wajo deploy human workers to handle AI agent failures, revealing gap between marketed autonomy and current capabilities.

Musk and Zuckerberg adopt 'super intelligence' terminology on earnings calls; marketing rebranding without technical substance.

Analysis of Anthropic's IPO prospectus raises questions about unit economics and profitability path for frontier AI labs.

Hyperscalers' massive AI capex spending constrains free cash flow and pressures legacy business growth sustainability.

Foxconn targets 50% global AI server market share within two years amid U.S. expansion.

Microsoft plans $25B debt raise to fund AI infrastructure while maintaining positive free cash flow.

Jim Cramer commentary favors Microsoft's AI strategy over Alphabet based on earnings performance; market analysis without technical insight.

Alphabet earnings miss signals material AI-driven erosion of search revenue, first quantified evidence of competitive displacement.

ServiceNow stock drops 27% on Q3 earnings; market reprices enterprise software disruption risk from AI.

Nvidia disputes NYT report that CEO Jensen Huang was investigated as Chinese intelligence target.

Microsoft and Alphabet both miss capex guidance; signals potential slowdown in AI infrastructure spending amid cost pressures.