NewsNote

CNBC: Goldman’s latest cash cow is all about funding the AI infrastructure boom Nvidia and Intel recently tapped the bank to help them meeting soaring demand for compute. https://www.cnbc.com/2026/08/14/goldmans-latest-cash-cow-is-all-about-funding-the-ai-infrastructure-boom.html

CNBC: Believe the unbelievable in this market — things can be different this time Here is what's so amazing: These four unbelievably performing stocks remain the most hated and feared on Wall Street. https://www.cnbc.com/2026/08/16/cramer-believe-the-unbelievable-in-this-market-things-can-be-different.html

CNBC: From Apple to Ford: How Chinese tech is becoming harder for global companies to ignore Global companies are increasingly tapping Chinese technology for its growing capabilities and scale, even as geopolitical risks remain. https://www.cnbc.com/2026/08/14/china-tech-global-appeal-apple-ford-catl-deepseek.html

CNBC: Why the historic U.S.-Japan intervention has failed to halt the yen’s slide The Japanese yen has erased about half of the gains from an unprecedented U.S.-Japan intervention less than two weeks ago. https://www.cnbc.com/2026/08/12/japan-yen-us-dollar-intervention-.html

CNBC: Japan second-quarter GDP grows 1.1% on an annualized basis, missing expectations On an annualized basis, Japan saw growth of 1.1%, against estimates of 2%. https://www.cnbc.com/2026/08/17/japan-gdp-misses-estimates-trade-exports-yen-nikkei.html

CNBC: Ferrari Luce: Polarizing EV becomes a $40 million collector’s item The auction of the Luce comes nearly three months after Ferrari unveiled its first fully electric car, which was priced at 550,000 euros (roughly $640,000). https://www.cnbc.com/2026/08/17/ferrari-luce-electric-car-autos.html

CNBC: China's economy slows further in July as retail sales barely grow, investment slump steepens The data is reinforcing concerns about the health of the world's second-largest economy, which has grappled with a deepening supply-demand imbalance. https://www.cnbc.com/2026/08/17/china-economy-sales-investment-july-.html

CNBC: Berkshire Hathaway boosts Alphabet to a top three holding, ups Delta and housing bets Berkshire owned about 106 million shares in the parent of Google, worth $37.9 billion at the end of June, according to a regulatory filing released Friday. https://www.cnbc.com/2026/08/14/berkshire-hathaway-boosts-alphabet-to-a-top-three-holding-ups-delta-and-housing-bets.html

CNBC: Secret outperformer: Dispelling the 'myths' about an unloved stock market European markets fly under the radar when compared with larger and more liquid U.S. markets, but Goldman Sachs offered to dispel some of the myths. https://www.cnbc.com/2026/08/16/goldman-stock-market-outperformance.html

CNBC: Anthropic revenue reportedly jumps to more than $11.5 billion in second quarter The jump in revenue underscores the rapid growth of the Claude chatbot maker as it prepares for a potential blockbuster initial public offering. https://www.cnbc.com/2026/08/15/anthropic-revenue-jumps-to-over-11point5-billion-in-q2-report.html

CNBC: Anthropic's investor talks, Workday's stock surge, Apple's new facility and more in Morning Squawk Here are five key things investors need to know to start the trading day. https://www.cnbc.com/2026/08/14/5-things-to-know-before-the-market-opens.html

CNBC: Anthropic CFO Krishna Rao is leading early IPO meetings with investors and has not discussed valuation, sources say Anthropic CFO Krishna Rao is leading early investor meetings, which have focused on big-picture themes like its Claude AI models, management and more. https://www.cnbc.com/2026/08/13/anthropic-cfo-early-ipo-meetings-valuation.html

CNBC: Uber partners with China's Pony.ai for 2,000 robotaxis in Europe The rollout comes as robotaxi fleet sizes become increasingly critical for commercialization. https://www.cnbc.com/2026/08/14/uber-partners-with-chinas-ponyai-for-2000-robotaxis-in-europe.html

CNBC: Japanese automakers vulnerable to one-two punch of Iran war, yen rally Japanese automakers vulnerable to one-two punch of Iran war, yen rally https://www.cnbc.com/2026/08/17/japanese-automakers-vulnerable-iran-war-yen-rally.html

CNBC: Data breach notices have already blown past last year’s total — and AI is playing a growing role Data breaches are surging in 2026, with artificial intelligence playing a growing role in cyberattacks, and 'malicious insider' incidents also on the rise. https://www.cnbc.com/2026/08/14/data-breaches-surge-2026-ai-cyberattacks.html

CNBC: From Apple to Ford: How Chinese tech is becoming harder for global companies to ignore Global companies are increasingly tapping Chinese technology for its growing capabilities and scale, even as geopolitical risks remain. https://www.cnbc.com/2026/08/14/china-tech-global-appeal-apple-ford-catl-deepseek.html

CNBC: Data centers in space could be a new frontier for insurers — if they can price the risk The push to build data centers has moved to lower Earth orbit, and insurers could be facing a new market with plenty of complexity. https://www.cnbc.com/2026/08/14/data-centers-in-space-emerge-as-next-frontier-for-insurers.html

CNBC: Trump sued over Truth Social advance access sale The lawsuit, filed in U.S. District Court in Manhattan, notes that Trump's posts on his own social media site often move financial markets. https://www.cnbc.com/2026/08/12/trump-truth-social-lawsuit.html

CNBC: Top Wall Street analysts like these 3 dividend stocks for steady income Investors looking for steady income can add dividend-paying energy stocks to their portfolios. https://www.cnbc.com/2026/08/16/top-wall-street-analysts-like-these-dividend-stocks-for-steady-income.html

CNBC: Strait of Hormuz shipping grinds to a halt ahead of U.S.-Iran ceasefire expiry Shipping traffic in the Strait of Hormuz sank to a new low as a ceasefire between the U.S. and Iran is set to expire on Monday with no deal in sight. https://www.cnbc.com/2026/08/17/us-iran-war-trump-hormuz.html