Nvidia set to supplant Apple as TSMC's top customer, signaling chip industry's 'changing dynamic'

C.C. Wei, CEO of TSMC, and Jensen Huang, CEO of Nvidia, interact on stage during TSMC’s…

Microsoft reveals second generation of its AI chip in effort to bolster cloud business

Scott Guthrie, executive vice president of cloud and enterprise at Microsoft, speaks at the Microsoft Build…

SAP shares see biggest drop since 2020 after fourth-quarter cloud contract growth disappoints

German software giant SAP plunged as much as 16% Thursday after reporting weaker-than-expected growth in its…

Minnesota shooting, Big Tech earnings, the winter storm and more in Morning Squawk

This is CNBC’s Morning Squawk newsletter.Subscribe hereto receive future editions in your inbox. Good morning. My…

Memory chip shortage to last through 2027, semiconductor boss says

LEDs light up in a server rack in a data center. Picture Alliance | Picture Alliance…

Nvidia and Alphabet VC arms back AI startup Synthesia at $4 billion valuation

Nvidia and Alphabet’s VC arms have backed British AI startup Synthesia in a $200 million funding…

Jeff Bezos Blue Origin launches satellite internet service to rival SpaceX, Amazon

Jeff Bezos holds the aviation glasses that belonged to Amelia Earhart as he speaks during a…

Amazon CEO Jassy says Trump's tariffs have started to 'creep' into prices

Amazon CEO Andy Jassy said President Donald Trump‘s sweeping tariffs are starting to be reflected in…

Tech stocks lead Wall Street sell-off as tensions over Greenland escalate

Traders work at the New York Stock Exchange, in New York, Jan. 16, 2026. NYSE Technology…

Most of Instagram's ads ran on Reels in 2025, data shows

Mark Zuckerberg attends the UFC 320 event at T-Mobile Arena in Las Vegas, Oct. 4, 2025.…