News & Analysis - CNBC

1. Amazon hikes 2026 capex to $220 billion due to higher memory costs

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

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

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

5. China's factory activity unexpectedly contracts in July as export rush fades

6. SK Hynix shares surge 25%, while Samsung soars over 20% as AI rally roars back

7. Reddit shares sink 11% on 'choppy' search referrals even as results blow past estimates

8. Trump promised a 'golden age' for agriculture. Farmers in Iowa say they're still waiting

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

10. Meta sinks 8%, continuing record losing streak, while Microsoft jumps 15% as AI trade splits

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

12. Amazon soars after CEO Andy Jassy makes the case for its massive AI investment

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

14. Rivian reduces 2026 spending plans, narrows earnings guidance

15. Jersey Mike's stock falls 6% in public market debut after pricing shares at $23

16. Jim Cramer says this hedge fund's blowup reveals the hidden risks of leverage

17. Indonesian state telecom said to weigh sale of venture arm managing $830 million

18. China’s open-weight model lead exposes America’s AI blind spot

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

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