CNBC Tech - Gaming

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1. AI industry super PAC raises $125 million in 2025

   Group using midterms to push for single, national AI regulation, rather than individual state laws.

2. Trump picks Warsh, Apple earnings, the software bear market and more in Morning Squawk

   Here are five key things investors need to know to start the trading day.

3. Microsoft tumbled 10% in a day and isn't recovering premarket. Here's why

   Microsoft's stock saw its biggest daily decline since 2020 on Thursday after investors were dismayed by its cloud computing business not growing enough.

4. CNBC Daily Open: We'll soon find out who the new Fed chair is

   Former Fed Governor Kevin Warsh is by far the favorite, according to prediction market Kalshi.

5. CNBC Daily Open: iPhone drove Apple's robust earnings — but investors weren't too enthused

   Apple reported a 16% year-on-year jump in its fiscal first-quarter revenue on "staggering" iPhone demand, topping market estimates.

6. What's next for Apple stock after big iPhone sales everywhere, even China

   A blowout holiday quarter and a strong revenue guide for the current March quarter suggest that Apple's strong iPhone cycle will continue.

7. Apple can't secure enough chips as iPhone demand surges, memory prices rise

   Apple on Thursday said iPhone sales in the March quarter could be even better than the company's forecast if it could secure enough chips to meet demand.

8. Elon Musk's $20 billion spending plan signals 'Tesla of yesterday is gone'

   Tesla expects to more than double capital spending in 2026 as it invests heavily in robotics and driverless technology.

9. OpenAI will retire several models, including GPT-4o, from ChatGPT next month

   GPT‑4o is beloved by some users because of its warm conversational style

10. Microsoft lost $357 billion in market cap as stock plunged most since 2020

    As investors sold shares of Microsoft on Thursday, the $3.22 trillion company dragged down the software complex and the S&P 500 index.