News & Analysis - CNBC

1. Google's AI reshuffle: Chief scientist Jeff Dean exits and Demis Hassabis steps down as DeepMind CEO

2. Trump admin refunds $100 billion in 'liberation day' tariffs

3. Iran, Oman say Strait of Hormuz talks in final stages, as Trump again teases a deal being close

4. Situational Awareness hedge fund meltdown was a warning shot for leveraged markets, BofA CEO says

5. Lisa Su brushes off Musk's Nvidia commitment as AMD stock sinks after earnings

6. SpaceX stock falls 12% as AI spending surge rattles investors and massive share unlock looms

7. Abdul El-Sayed wins Michigan Democratic Senate primary as voters pivot to the left

8. Disney weighs free, ad-supported streaming, says it has sold out Super Bowl ad spots

9. How Disney parks are bucking a travel slowdown

10. SpaceX moon crash is a perfect metaphor for rocket maker’s share price, analysts say

11. Kids Online Safety Act social media safety bill advances in Senate

12. Manager of DRAM memory chip stock trade blockbuster ETF is back with new AI thematic bet

13. Salad and Go files for Chapter 11 bankruptcy after cyclospora fears worsened its challenges

14. Tanger CEO says World Cup drove up traffic, sales this summer

15. Bank of America spends $250 million a year on GLP-1 drugs for its employees, CEO says

16. SpaceX gives Nvidia a much-needed boost. Plus, Cramer on an 'undervalued' stock

17. Saudi wealth fund and Jared Kushner's Affinity finalize $55 billion EA Sports deal

18. Fed's Kashkari says 'now is the time to start slowly moving' rates up

19. Anthropic's Mythos created fake identities to fool humans in new cyber incident

20. Ken Griffin's Citadel posts best month in years after scooping up Situational Awareness stocks