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Broadcom earnings, AI's PR problem, Musk takes the stand and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
5 unresolved questions hanging over the Anthropic–Pentagon fracas: 'It's all very puzzling'
Plenty of unknowns remain after Defense Secretary Pete Hegseth designated Anthropic a "Supply-Chain Risk to National Security" on Friday.
Anthropic and the Pentagon are back at the negotiating table, FT reports
Anthropic CEO Dario Amodei is reportedly back at the negotiating table with the U.S. Department of Defense after the breakdown of talks on Friday.
Defense experts defend Anthropic in letter to Congress, slam DoD for setting 'dangerous precedent'
Former defense and intelligence officials and policy experts are urging Congress to investigate the Pentagon's labeling of Anthropic as a supply chain risk.
BYD sales plunge in first two months of 2026 as EV giant loses more ground to competitors
BYD lost ground to its domestic competitors over the first two months of 2026, as overall demand in China's electric vehicle market slowed.
Amazon's Bahrain data center targeted by Iran for support of U.S. military, state media says
Amazon said the Bahrain facility was damaged due to a nearby drone strike, and two data centers in the UAE were directly hit by drones.
Broadcom beats on earnings and guidance as AI revenue doubles
Broadcom's AI revenue jumped 106% as the company continues to be a big beneficiary of the boom in infrastructure spending.
Tech industry group expresses 'concern' to Pete Hegseth over supply chain risk label
The Information Technology Industry Council's letter doesn't name Anthropic, but lands days after the AI company was designated a supply chain risk.
Okta beats fourth-quarter estimates, but issues weak guidance
Okta's stock has dropped this year as investors fret over AI replacing cybersecurity
As bond investors fret over an AI bubble, what to know — and how to find an opportunity
For the first time, investors said an AI bubble was their biggest worry, according to a recent Bank of America survey. What the pros are saying.
Nvidia CEO Huang says $30 billion OpenAI investment 'might be the last'
Huang also mentioned that Nvidia's $10 billion investment in OpenAI rival Anthropic would likely be its last.
Google's AI chatbot allegedly told user to stage 'mass casualty attack,' wrongful death suit claims
The father of Jonathan Gavalas accused Google of convincing his son to commit suicide after first encouraging him to execute a "mass casualty attack."
Apple announces MacBook Neo, its first budget laptop in over a decade
Apple’s new MacBook Neo gives the company its cheapest laptop in years, creating a budget entry into the Mac lineup.
Apple announces MacBook Neo, its first budget laptop in over a decade
Apple’s new MacBook Neo gives the company its cheapest laptop in years, creating a budget entry into the Mac lineup.
Defense tech companies are dropping Claude after Pentagon's Anthropic blacklist
Anthropic customers that do business with the government are having to make the tough call on whether to abandon Claude.
Defense tech companies are dropping Claude after Pentagon's Anthropic blacklist
Anthropic customers that do business with the government are having to make the tough call on whether to abandon Claude.
Gulf oil trade, Pentagon's AI usage, Gen Z's analog obsession and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Gulf oil trade, Pentagon's AI usage, Gen Z's analog obsession and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Remember Twitter? Elon Musk expected to testify over flip-flop in $44 billion buyout
Musk is on trial for a case filed by Twitter investors in 2022, the year he purchased the social media company for $44 billion.
Remember Twitter? Elon Musk expected to testify over flip-flop in $44 billion buyout
Musk is on trial for a case filed by Twitter investors in 2022, the year he purchased the social media company for $44 billion.
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