News & Analysis - CNBC

1. Nvidia’s Jensen Huang says markets ‘got it wrong’ on AI threat to software companies

2. Trump insists trade deals safe after Supreme Court ruling upends tariff authority, but partners aren’t so sure

3. Salesforce shares sink on mixed guidance as company commits $50 billion for buybacks

4. Asia tech stocks rally as Nvidia earnings soothe AI slowdown fears

5. China holiday spending sends a strong signal on consumer stimulus plans

6. Nvidia’s new AI system Vera Rubin is 10 times more efficient than its predecessor — here’s a first look

7. These are the 2026 CNBC Changemakers: See the full list of women transforming business

8. Epstein files: Larry Summers to resign as Harvard professor as fallout continues

9. Register now: Applications open for the World's Top Fintech Companies 2026

10. Nvidia's forecast points to accelerating growth, as Vera Rubin starts hitting market

11. 5 takeaways from Trump's State of the Union address

12. Nvidia keeps the AI party alive with a booming quarter and even better outlook

13. Japan's Nikkei 225 crosses 59,000 first the first time as central bank board picks fuel 'Takaichi trade'

14. Bill Gates reportedly apologizes, admits to two affairs in candid town hall

15. Nvidia’s Huang says any Pentagon–Anthropic rift is 'not the end of the world'

16. Samsung's S26 gives an advance look at what the Google-powered Apple Siri could do

17. Big Tech companies to meet Trump at White House to sign pledge on data center power costs

18. Thrive Capital invested about $1 billion in OpenAI at a $285 billion valuation, source says

19. Former Alphabet 'moonshot' robotics company Intrinsic is folding into Google

20. House Dems project midterm optimism at annual policy retreat following State of the Union