News & Analysis - CNBC

1. U.S. strikes Iran after surprise missile attack, dashing hopes of de-escalation

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

3. Shell posts best quarterly profit in four years as Iran war boosts oil and gas prices

4. The Strait of Hormuz is just one trade chokepoint facing a new era of maritime warfare

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

6. Here’s why Europe’s hot summers are becoming an expensive challenge

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

8. China threatens retaliation against U.S. humanoid robot ban, says it 'severely damages' relations

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

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

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

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

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

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

15. Senate Judiciary postpones Blanche AG nomination vote over Trump-IRS settlement concerns

16. What a divided Fed means for investors

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

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

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

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