CNBC Tech - Gaming

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1. Revolut acquires full UK banking license after years-long wait

   The UK-based startup hit a valuation of $75 billion in 2025 and is one of Europe's most valuable private tech companies.

2. Oracle stock spikes 12% as strong Q3 earnings answer Wall Street AI buildout concerns

   CEO Clayton Magouyrk said on the earnings call that the 'bring-your-own-hardware' model has been working and the company will not incur any more debt in 2026.

3. Meta rolls out in-house AI chips weeks after massive Nvidia, AMD deals

   Meta's latest generations of its MTIA series of in-house chips for artificial intelligence will help support the company's massive data center expansion plans.

4. Nebius stock pops 14% on Nvidia $2 billion investment announcement

   The announcement comes a week after Nvidia unveiled partnerships with Lumentum and Coherent, investing $2 billion in each company.

5. Oil's wild ride, Oracle earnings, Kevin Warsh's 'perfect storm' and more in Morning Squawk

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

6. How the Iran war could impact hyperscalers' massive AI buildout in the Middle East

   Tech companies have funnelled billions of dollars into Middle East AI projects — the Iran war means questions will be asked about future investments

7. Amazon's Zoox partners with Uber to reach more robotaxi riders — first in Las Vegas, then LA

   A multiyear partnership will put Zoox robotaxis on the Uber app for riders in Las Vegas this summer, extending to Los Angeles in 2027.

8. Powering AI: Europe switches on its first microgrid-connected data center

   AVK and Pure Data Centers’ microgrid facility in Ireland could mark the region’s first step toward a privately powered ecosystem.

9. Anduril expands into space as defense tech angles to support Trump's Golden Dome

   Anduril, founded by Oculus creator Palmer Luckey, is positioning itself to be a key player in President Trump's "Golden Dome" project.

10. AI chipmaker Cerebras namedropped by Oracle, alongside Nvidia and AMD

    A Cerebras deal from one of the world's top cloud providers could be a big boon for a company that's trying to hit the public market.