News & Analysis - CNBC

1. Zuckerberg lays out Meta's AI capacity dilemma: What to sell vs. what to keep

2. U.S. resumes strikes against Iran, retaliating against surprise missile attack

3. Microsoft jumps 8% as it boosts capital spending plans, citing demand

4. Analysis: Fed Chairman Warsh's credibility in question after leaving interest rates unchanged

5. Todd Blanche AG nomination vote by Senate Judiciary postponed amid Trump-IRS settlement concerns

6. Samsung Electronics second-quarter operating profit beats estimates on soaring AI chip demand

7. Inside India newsletter: Meta's clout in the world's largest democracy is surging — inviting scrutiny

8. What a divided Fed means for investors

9. SpaceX faces House Energy Committee demand to tour its AI data centers in Memphis

10. The U.S. wants Asia to use its AI — but China dominates cheaper models

11. We're raising our price target on Starbucks after a home-run quarter

12. China AI supplier Zhongji Innolight slips in Hong Kong debut after $6.8 billion IPO

13. Qualcomm to raise prices during memory crunch as chipmaker issues light earnings guidance

14. OpenAI CFO Sarah Friar tells employees that annualized revenue in July topped all of Q2

15. Here are the last times the Dow dropped by 1,000 points and what happened next

16. Starbucks stock jumps as coffee giant raises full-year outlook

17. Chipotle hikes same-store sales forecast, says cyclospora fears hit sales in late July

18. Fed keeps rates steady. The big question now: What will Microsoft and Meta say on AI capex?

19. Carvana stock falls as auto retailer’s 2026 earnings guidance misses Wall Street’s expectations

20. Sam Altman to meet with White House's Wiles this week ahead of AI framework deadline