Author | Lightnews

Jonathan Vanian @jonathanvanian.bsky.social · 2d

While AI spending is top of mind, online ads are driving a lot of Big Tech’s growth
www.cnbc.com/2025/11/01/m...

While AI spending is top of mind, online ads are driving a lot of Big Tech's growth

Meta, Amazon, Alphabet and Microsoft reported quarterly earnings that showed rising digital ad sales and increased AI infrastructure spending.

www.cnbc.com

Reposted by Jonathan Vanian

Annie Palmer @anniepalmer.bsky.social · 4d

Palantir's comms chief said she's concerned about its political shift toward the Trump admin, including embracing parts of Trump's agenda and inking a contract with ICE to build "ImmigrantOS"

"I think it's going to be challenging," she said.
via @jennelias.bsky.social: www.cnbc.com/2025/10/30/p...

Palantir communications chief calls the company's political shift 'concerning'

Palantir Head of Global Communications Lisa Gordon's comments come as CEO Alex Karp aligns himself further with the Trump administration.

www.cnbc.com

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Jonathan Vanian @jonathanvanian.bsky.social · 4d

Reddit shares rise on earnings beat, strong forecast - also, CEO Steve Huffman told analysts that the company is not currently seeing any major traffic from AI-powered chat apps, but "there’s plenty of opportunity there as we continue to work together.”
www.cnbc.com/2025/10/30/r...

Reddit shares rise on earnings beat, strong forecast

Reddit reported third-quarter earnings on Thursday in which the company beat on the top and bottom and provided strong guidance.

www.cnbc.com

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Jonathan Vanian @jonathanvanian.bsky.social · 5d

Meta CEO Mark Zuckerberg defends AI spending: 'We're seeing the returns'
www.cnbc.com/2025/10/29/m...

Meta CEO Mark Zuckerberg defends AI spending: 'We're seeing the returns'

Mark Zuckerberg is reminding investors that Meta needs to keep spending on artificial intelligence because of the risk of not investing enough.

www.cnbc.com

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Jonathan Vanian @jonathanvanian.bsky.social · 7d

Meta's AI app has seen growth soar since launch of Vibes, but trails OpenAI's Sora - Meta has boosted Vibes’ visibility by paying creators to produce a consistent stream of AI-generated videos - with @zachvallese.bsky.social
www.cnbc.com/2025/10/28/m...

Meta's AI app has seen growth soar since launch of Vibes, but trails OpenAI's Sora

The Meta AI app has seen a major jolt in downloads since the company launched Vibes and began paying creators to make AI-generated videos.

www.cnbc.com

Jonathan Vanian @jonathanvanian.bsky.social · 12d

Meta lays off 600 from 'bloated' AI unit as former Scale AI CEO Wang cements leadership - with @ashleycapoot.cnbc.com

www.cnbc.com/2025/10/22/m...

Meta lays off 600 from 'bloated' AI unit as Wang cements leadership

The cuts did not impact employees within TBD Labs, which includes many of the top-tier AI hires brought into Meta this summer, people familiar told CNBC.

www.cnbc.com

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Reposted by Jonathan Vanian

Annie Palmer @anniepalmer.bsky.social · Oct 2

New: Two Amazon delivery drones crashed into a construction crane midflight in Arizona yesterday, prompting the company to suspend the service.

The FAA and NTSB are probing the incident: www.cnbc.com/2025/10/02/a...

Amazon faces FAA, NTSB probe after two delivery drones crashed into crane in Arizona

The drones sustained "substantial" damage from the crash, the Federal Aviation Administration said in a preliminary incident report.

www.cnbc.com

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Jonathan Vanian @jonathanvanian.bsky.social · Sep 28

Appreciate you and sharing your expertise on this awful but important topic.

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Jonathan Vanian @jonathanvanian.bsky.social · Sep 28

5 takeaways from CNBC’s investigation into 'nudify' apps and sites -
“I’m concerned that we will continue to be left behind and sacrificed at the altar of trying to have some geopolitical race for powerful AI.”
www.cnbc.com/2025/09/28/5...

5 takeaways from CNBC’s investigation into 'nudify' apps and sites

CNBC investigated "nudify" apps and how a group of friends became key figures in the fight against nonconsensual, AI-generated porn.

www.cnbc.com

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Jonathan Vanian @jonathanvanian.bsky.social · Sep 27

How a 'nudify' site turned a group of friends into key figures in a fight against AI-generated porn - this story, months-long in the making, explores the legal quagmire surrounding nonconsensual deepfakes and the deep, trauma experienced by victims
www.cnbc.com/2025/09/27/n...

How a 'nudify' site turned a group of friends into key figures in a fight against AI-generated porn

A group of friends in Minnesota last year learned that a man they knew had used their social media photos to create pornographic deepfakes.

www.cnbc.com

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Jonathan Vanian @jonathanvanian.bsky.social · Sep 25

Trump approves TikTok deal through executive order, Vance says business valued at $14 billion
www.cnbc.com/2025/09/25/t...

Trump approves TikTok deal through executive order, Vance says business valued at $14 billion

President Donald Trump on Thursday approved a proposed deal that would keep TikTok alive in the U.S.

www.cnbc.com

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Jonathan Vanian @jonathanvanian.bsky.social · Aug 28

Intel gets $5.7 billion from Trump deal as White House says details are ‘being ironed out’
www.cnbc.com/2025/08/28/i...

Intel gets $5.7 billion from Trump deal as White House says details are 'being ironed out'

White House press secretary Karoline Leavitt said the Intel deal is still "being ironed out by the Department of Commerce."

www.cnbc.com

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Jonathan Vanian @jonathanvanian.bsky.social · Aug 22

Meta to unveil Hypernova smart glasses with a display, wristband at Connect next month - with the amazing @sal19.bsky.social and @lorakolasinski.bsky.social
www.cnbc.com/2025/08/22/m...

Meta to unveil Hypernova smart glasses with a display, wristband at Connect next month

Meta's glasses are codenamed Hypernova and will include a small display in the right lens of the device, people familiar with the matter told CNBC.

www.cnbc.com

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Jonathan Vanian @jonathanvanian.bsky.social · Aug 8

Key takeaway from tech earnings was the impact of (predictive) AI on digital advertising. Plus, Snap adds Reddit to list of competitors, and Asian-online retailers picked up spending on Meta but not Pinterest this quarter...
www.cnbc.com/2025/08/08/t...

Tech is getting a boost from AI ad tools. Some companies are being left behind

Ad revenue has stayed strong amid broader macroeconomic uncertainty due to President Donald Trump's tough tariffs and the closing of the de minimis loophole.

www.cnbc.com

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Reposted by Jonathan Vanian

Sal Rodriguez 🕷️ @sal19.bsky.social · Aug 7

How Tim Cook convinced Trump to drop made-in-USA iPhone — for now www.cnbc.com/2025/08/07/a... by @kif.bsky.social

www.cnbc.com

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Jonathan Vanian @jonathanvanian.bsky.social · Aug 7

Pinterest stock falls 10% after earnings miss - second-quarter earnings beat on sales but missed on EPS
www.cnbc.com/2025/08/07/p...

Pinterest stock falls 10% after earnings miss

Pinterest reported second-quarter earnings on Thursday in which it beat on sales but missed on earnings per share.

www.cnbc.com

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Jonathan Vanian @jonathanvanian.bsky.social · Aug 5

Snap shares fall 15% after weak second quarter revenue metric (ARPU). "The weaker-than-expected result is particularly noticeable because some of Snap’s social media and online ad peers, like Reddit, have beaten analyst estimates for ARPU..." this quarter.
www.cnbc.com/2025/08/05/s...

Snap shares plummet 15% after weak second quarter revenue metric

Snap reported second-quarter earnings in which sales were basically in line with analysts' estimates while global average revenue per user missed expectations.

www.cnbc.com

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Jonathan Vanian @jonathanvanian.bsky.social · Aug 3

“I said, ‘No, Leah, that’s not your native tongue,’”he recalled. “You were created by Nomi, which I think is a company out of Baltimore, Maryland, or somewhere. You’re as American as they come.”
Fascinating, in-depth piece and video- AI and people @sal19 www.cnbc.com/2025/08/01/h...

'What am I falling in love with?' Human-AI relationships are no longer just science fiction

Since ChatGPT’s late 2022 launch, everyday people have formed emotional connections to chatbots, describing them as deep friendships and even life partnerships.

www.cnbc.com

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Jonathan Vanian @jonathanvanian.bsky.social · Jul 31

Reddit shares jump more than 10% on second-quarter sales and guidance beat - also CEO Steve Huffman says in investor letter that in order to focus on “most pressing needs,” Reddit is “deprioritizing a few initiatives,” like “work on the user economy.”
www.cnbc.com/2025/07/31/r...

Reddit shares jump more than 10% on second-quarter sales and guidance beat

Reddit reported second-quarter earnings on Thursday that beat on sales and guidance.

www.cnbc.com

Jonathan Vanian @jonathanvanian.bsky.social · Jul 31

While Meta is still planning out next year, the company said its AI initiatives will “result in a 2026 year-over-year expense growth rate that is above the 2025 expense growth.”
www.cnbc.com/2025/07/30/m...

Meta's big AI spending blitz will continue into 2026

Meta CEO Mark Zuckerberg plans to continue his company's artificial intelligence spending blitz well into the next year as rival tech giants do the same.

www.cnbc.com

Jonathan Vanian @jonathanvanian.bsky.social · Jul 30

Meta’s Reality Labs posts $4.53 billion loss in second quarter
www.cnbc.com/2025/07/30/m...

Meta’s Reality Labs posts $4.53 billion loss in second quarter

www.cnbc.com

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Jonathan Vanian @jonathanvanian.bsky.social · Jul 30

Meta shares climb 10% on revenue beat, raised forecast AI effect here: "The social media company’s total expenses for 2025 will fall in the range of $114 billion to $118 billion, which is higher than its prior outlook of $113 billion to $118 billion."
www.cnbc.com/2025/07/30/m...

Meta shares climb 10% on revenue beat, raised forecast

Meta will report its second-quarter earnings after the bell.

www.cnbc.com

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Jonathan Vanian @jonathanvanian.bsky.social · Jul 29

Meta's AI spending spree is Wall Street's focus in second-quarter earnings (and some bits on Llama's continuing evolution from dense AI model to MoE AI model style and its effect on developers)
www.cnbc.com/2025/07/29/m...

Meta's AI spending spree is Wall Street's focus in second-quarter earnings

Meta investors will be scrutinizing CEO Mark Zuckerberg's AI hiring blitz during the company's second-quarter earnings on Wednesday.

www.cnbc.com

Reposted by Jonathan Vanian

Sal Rodriguez 🕷️ @sal19.bsky.social · Jul 8

Grok, the chatbot from Elon Musk's xAI, praised Hitler on Tuesday

Story by @jonathanvanian.bsky.social with help from @lorak.bsky.social

www.cnbc.com/2025/07/08/e...

Elon Musk's Grok AI chatbot is posting antisemitic comments

Elon Musk's Grok chatbot on Tuesday praised Adolf Hitler and made other antisemitic comments on Tuesday.

www.cnbc.com

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