News & Analysis - CNBC

1. Apple drops 7%, Amazon surges 12% as investors pick AI winners after earnings

2. Iran targets strategic U.S. assets in Kuwait, Bahrain after Egypt drone attack

3. Anthropic says its Claude models 'gained unauthorized access' to other organizations' systems

4. Reddit CEO says Google's AI Overviews can't replace '10 blue links' for referral traffic

5. IBM CEO says quantum computing will have a 'measurable impact' on earnings by 2028 or 2029

6. Oil prices ease as recovering Hormuz Strait traffic tempers war premium

7. Amazon got $600 million in Trump tariff refunds and will pass return along to some customers

8. Microsoft's Xbox chief lays out plan to pass rivals on margin by 2030 in memo to employees

9. AI investor Leopold Aschenbrenner forced to unwind all public stock positions after steep losses, sources say

10. 'The Odyssey' extends stay in 70 mm Imax theaters as shows sell out weeks in advance

11. Tim Cook sees Apple's hybrid AI strategy as a 'competitive weapon'

12. A portfolio manager says investors are looking overseas as Magnificent Seven worries grow. Here are the stocks and sectors he favors

13. UEFA threatens World Cup boycott over FIFA private equity investment plan

14. Nexus Data Centers in advanced talks to secure $15B for Google-backed Anthropic data center

15. Coinbase shares fall after crypto exchange posts disappointing second-quarter results

16. Deadly storms and a global supply squeeze are sending copper prices soaring

17. We're raising our Apple price target, seeing plenty of good despite the memory crunch knocks

18. SK Hynix, Samsung shares skyrocket to clock best days as AI rally roars back

19. Fast-fashion retailer Shein’s 3-year IPO odyssey may have cost it the ‘golden time’ to go public

20. China’s U.S.-bound shipments fall in July after brief recovery, survey shows