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Tesla reports 418,227 deliveries for the fourth quarter, down 16%

Tesla reports 418,227 deliveries for the fourth quarter, down 16%

AUSTIN, TEXAS – DECEMBER 13: A Tesla dealership is seen on December 13, 2023 in Austin, Texas. Tesla is recalling nearly all vehicles sold in the US after a near two-year investigation by the National Highway Traffic Safety Administration found a defect in the Autopilot system. (Photo by Brandon Bell/Getty Images) Brandon Bell | Getty […]

Tesla reports 418,227 deliveries for the fourth quarter, down 16% Read More »

China’s BYD poised to overtake Tesla as world’s top EV seller for the first time

China’s BYD poised to overtake Tesla as world’s top EV seller for the first time

Imported BYD vehicles are parked at a port on March 27, 2025 in Yokohama, Japan. Tomohiro Ohsumi | Getty Images News | Getty Images Chinese auto giant BYD on Friday is expected to dethrone U.S. rival Tesla as the world’s biggest seller of electric vehicles on a calendar-year basis. The milestone would cap an extraordinary

China’s BYD poised to overtake Tesla as world’s top EV seller for the first time Read More »

Baidu’s semiconductor unit Kunlunxin files for Hong Kong listing amid AI chip boom in China

Baidu’s semiconductor unit Kunlunxin files for Hong Kong listing amid AI chip boom in China

A general view of the Baidu logo is seen at the Shanghai New Expo Center during the World Artificial Intelligence Conference 2025 in Shanghai, China, on July 28, 2025. Ying Tang | Nurphoto | Getty Images Chinese tech giant Baidu has announced plans to spin off its artificial intelligence chip subsidiary, Kunlunxin, and list it

Baidu’s semiconductor unit Kunlunxin files for Hong Kong listing amid AI chip boom in China Read More »

Bernie Sanders and Ron DeSantis speak out against data center boom. It’s a bad sign for AI industry

Bernie Sanders and Ron DeSantis speak out against data center boom. It’s a bad sign for AI industry

Democratic Socialist Sen. Bernie Sanders and right-wing Gov. Ron DeSantis agree on virtually nothing. But they found common ground this year as leading skeptics of the artificial intelligence industry’s data center boom. The alignment of two national figures on the left and right signals that a political reckoning is brewing over the AI industry’s impact

Bernie Sanders and Ron DeSantis speak out against data center boom. It’s a bad sign for AI industry Read More »

Dust to data centers: The year AI tech giants, and billions in debt, began remaking the American landscape

Dust to data centers: The year AI tech giants, and billions in debt, began remaking the American landscape

The Stargate AI data center in Abilene, Texas, US, on Wednesday, Sept. 24, 2025. Kyle Grillot | Bloomberg | Getty Images West Texas dust, iron-tinged and orange-red, rides the wind and sticks like a film to everything you touch. It clings to skin and the inside of your mouth, a fine grit that turns every

Dust to data centers: The year AI tech giants, and billions in debt, began remaking the American landscape Read More »

Google wraps up best year on Wall Street since 2009, beating megacap peers as AI story strengthens

Google wraps up best year on Wall Street since 2009, beating megacap peers as AI story strengthens

Google CEO Sundar Pichai waves as he arrives to attend the Artificial Intelligence (AI) Action Summit at the Grand Palais in Paris, France, February 11, 2025. Benoit Tessier | Reuters After a tough start to the year, Google closed out 2025 with its strongest performance — from Wall Street’s perspective — since 2009, when the

Google wraps up best year on Wall Street since 2009, beating megacap peers as AI story strengthens Read More »

How 0 million worth of export-controlled Nvidia chips were allegedly smuggled into China

How $160 million worth of export-controlled Nvidia chips were allegedly smuggled into China

On Dec. 8, Federal prosecutors in Texas unsealed documents that revealed an investigation into a massive smuggling network that stretched across the U.S. and the world. Dubbed “Operation Gatekeeper” by the feds, the investigation wasn’t focused on drug smuggling or stolen goods but rather an alleged secret, underground network of suppliers for Nvidia‘s graphic processing

How $160 million worth of export-controlled Nvidia chips were allegedly smuggled into China Read More »

5 themes that defined business and markets in 2025: Morning Squawk

5 themes that defined business and markets in 2025: Morning Squawk

This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Wednesday and New Year’s Eve. I’ve decided that there are three main groups of holiday observers this year: Those going to parties or watching the Times Square ball drop at home; those doing late-night workout classes or races; and those going

5 themes that defined business and markets in 2025: Morning Squawk Read More »

Space and defense boom lifted these satellite stocks by more than 200% in 2025

Space and defense boom lifted these satellite stocks by more than 200% in 2025

Charlie Ergen Karl Gehring | Dever Post | Getty Images Wall Street grew increasingly obsessed with the artificial intelligence boom this year, pouring money into chips, data centers and applications. But investors looking beyond Silicon Valley found outsized returns in another location: space. Some of the year’s biggest market winners were defense companies that benefited

Space and defense boom lifted these satellite stocks by more than 200% in 2025 Read More »

‘Big Short’ investor Michael Burry says he’s not shorting Tesla

‘Big Short’ investor Michael Burry says he’s not shorting Tesla

Michael Burry attends the New York premiere of “The Big Short” at the Ziegfeld Theater in New York City on Nov. 23, 2015. Jim Spellman | WireImage | Getty Images Renowned investor Michael Burry on Wednesday denied shorting Tesla‘s shares after calling the EV maker “ridiculously overvalued.” In a social media post on X, the

‘Big Short’ investor Michael Burry says he’s not shorting Tesla Read More »

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