Steve Kovach
@stevekovach.bsky.social
Tech correspondent on CNBC.
🤣
"We own these two stocks that attract the gullible and conspiracy-minded and were surprised to learn that many of those same investors have lots of exposure to bitcoin..."
November 21, 2025 at 6:39 PM
🤣
Microsoft really oversold the AI version of Bing, claiming it would take market share from Google, etc
Didn’t happen
Didn’t happen
November 21, 2025 at 5:20 PM
Microsoft really oversold the AI version of Bing, claiming it would take market share from Google, etc
Didn’t happen
Didn’t happen
December Fed decision will be based entirely on vibes
BLS has cancelled the October CPI and the Fed will meet Dec 9 and 10 without the Nov CPI, which has been rescheduled for Dec 18 from the 10th.
As previously reported,
Fed also won’t have jobs reports
“Say Jay, how you feelin’ about the economy?”
“Not so good John. Let’s cut.”
“Ok by me”
As previously reported,
Fed also won’t have jobs reports
“Say Jay, how you feelin’ about the economy?”
“Not so good John. Let’s cut.”
“Ok by me”
November 21, 2025 at 4:26 PM
December Fed decision will be based entirely on vibes
That's gonna be a lot of chip racks sitting in buildings with zero electricity
NEW: Google's AI infra head told employees the company must double AI compute every 6 months to meet AI demand. CEO Sundar Pichai also acknowledged AI bubble concerns and told employees 2026 will be “intense."
Google must double AI compute every 6 months to meet demand, AI infrastructure boss tells employees
At a recent all-hands meeting, Google's head of AI infrastructure said the company has to race to build out compute capacity.
www.cnbc.com
November 21, 2025 at 4:25 PM
That's gonna be a lot of chip racks sitting in buildings with zero electricity
Nvidia just went negative.
a close up of a stuffed animal with a rainbow in the background .
ALT: a close up of a stuffed animal with a rainbow in the background .
media.tenor.com
November 20, 2025 at 4:45 PM
Nvidia just went negative.
They did it
a man in a leather jacket and glasses says it is safe to upgrade now
ALT: a man in a leather jacket and glasses says it is safe to upgrade now
media.tenor.com
November 19, 2025 at 9:26 PM
They did it
No presh.
a man sits at a denny 's restaurant eating a sandwich
ALT: a man sits at a denny 's restaurant eating a sandwich
media.tenor.com
November 19, 2025 at 9:08 PM
No presh.
👀
PARAMOUNT HELD TALKS WITH SAUDI WEALTH FUND OVER POTENTIAL WARNER BROS DISCOVERY BID - FT
November 19, 2025 at 1:35 AM
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In about 15 minutes on CNBC: I’m sitting down with Microsoft commercial CEO Judson Althoff to discuss that big Anthropic deal and much more… 👀
November 18, 2025 at 7:33 PM
In about 15 minutes on CNBC: I’m sitting down with Microsoft commercial CEO Judson Althoff to discuss that big Anthropic deal and much more… 👀
Reposted by Steve Kovach
Anthropic will pay Microsoft to pay Nvidia so Microsoft and Nvidia can pay Anthropic
www.cnbc.com/2025/11/18/a...
www.cnbc.com/2025/11/18/a...
Anthropic to buy $30 billion in Azure capacity in new deal with Microsoft, Nvidia
www.cnbc.com
November 18, 2025 at 3:23 PM
Anthropic will pay Microsoft to pay Nvidia so Microsoft and Nvidia can pay Anthropic
www.cnbc.com/2025/11/18/a...
www.cnbc.com/2025/11/18/a...
👀
ANTHROPIC VALUED AT $350B AFTER MICROSOFT, NVIDIA DEAL - CNBC
November 18, 2025 at 3:53 PM
👀
Anthropic will pay Microsoft to pay Nvidia so Microsoft and Nvidia can pay Anthropic
www.cnbc.com/2025/11/18/a...
www.cnbc.com/2025/11/18/a...
Anthropic to buy $30 billion in Azure capacity in new deal with Microsoft, Nvidia
www.cnbc.com
November 18, 2025 at 3:23 PM
Anthropic will pay Microsoft to pay Nvidia so Microsoft and Nvidia can pay Anthropic
www.cnbc.com/2025/11/18/a...
www.cnbc.com/2025/11/18/a...
Dang I love news
November 18, 2025 at 3:19 PM
Dang I love news
Reposted by Steve Kovach
CNBC’s Joe Kernen Presses Kevin Hassett to ‘Admit’ Claim of ‘Falling’ Prices Is ‘Not True’
CNBC’s Joe Kernen Presses Kevin Hassett to ‘Admit’ Claim of ‘Falling’ Prices Is ‘Not True’
Kernen pressed Hassett to “admit” that the White House’s repeated insistence that “prices are falling” was “not true” and doesn't reflect the reality.
The post CNBC’s Joe Kernen Presses Kevin Hassett to ‘Admit’ Claim of ‘Falling’ Prices Is ‘Not True’ first appeared on Mediaite.
dlvr.it
November 17, 2025 at 3:05 PM
CNBC’s Joe Kernen Presses Kevin Hassett to ‘Admit’ Claim of ‘Falling’ Prices Is ‘Not True’
Reposted by Steve Kovach
Gotta love how Jon Karl and ABC News had this graphic ready to go *the very moment* that Hassett rolled out his Walmart anecdote.
November 16, 2025 at 7:23 PM
Gotta love how Jon Karl and ABC News had this graphic ready to go *the very moment* that Hassett rolled out his Walmart anecdote.
No product. No revenue. $50b.
*MURATI’S THINKING MACHINES IN FUNDING TALKS AT $50B VALUATION
November 13, 2025 at 8:48 PM
No product. No revenue. $50b.
Bitcoin just dropped below $98k 👀
November 13, 2025 at 8:22 PM
Bitcoin just dropped below $98k 👀
Notice how AAPL is kinda flat on the day while the rest of tech gets wrecked
The transition of the AI trade from Trust Me to Show Me has begun, IMO.
November 13, 2025 at 8:11 PM
Notice how AAPL is kinda flat on the day while the rest of tech gets wrecked
Reposted by Steve Kovach
He said this last time we reported xAI was raising a new round of funding... you have one guess who was right
Musk on XAI raising capital: False.
November 13, 2025 at 4:27 PM
He said this last time we reported xAI was raising a new round of funding... you have one guess who was right
A cozy game that’s a hybrid of Pokémon and Animal Crossing? I’m gonna put 1,000 hours into this one
Pokémon Pokopia | Extended Trailer www.youtube.com/watch?v=SDh6...
November 13, 2025 at 2:40 PM
A cozy game that’s a hybrid of Pokémon and Animal Crossing? I’m gonna put 1,000 hours into this one
Reposted by Steve Kovach
November 13, 2025 at 12:43 PM