CNBC Tech - Gaming

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1. Jim Cramer is unfazed by Tuesday's sell-off: 'You should expect them, even hope for them'

   CNBC's Jim Cramer said he's unfazed by Tuesday's sell-off because that's exactly what the market needs when stocks rise too fast.

2. Pentagon AI chief confirms DOD's expanded use of Google, says reliance on one model 'never a good thing'

   The Pentagon's AI chief discussed the DOD's expanded use of Google Gemini after the blacklisting of Anthropic.

3. OpenAI brings its models to Amazon's cloud after ending exclusivity with Microsoft

   OpenAI's generative AI models are becoming available on Amazon's cloud a day after the AI company revamped its relationship with longtime partner Microsoft.

4. OpenAI's revenue, growth estimates fall short as company races toward IPO: Report

   Hundreds of billions in datacenter computing deals are closely tied to OpenAI

5. Spotify stock plummets after earnings beat expectations as guidance disappoints

   The Swedish audiostreamer's soft guidance overshadowed an earnings beat.

6. Meta's new AI model shows early promise, but investors want to see Zuckerberg's strategy

   Meta introduced its new AI model at the beginning of the second quarter, so Mark Zuckerberg's commentary about the future will be key during earnings.

7. Tech's hyperscalers face Wall Street for first time since U.S. Iran war sent oil prices soaring

   Wall Street is optimistic about big tech companies and their data center construction plans, despite a memory shortage and the Iran war.

8. Musk and Altman go to trial, GM earnings, Spotify's fitness push and more in Morning Squawk

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

9. True Anomaly raises $650 million to support space interceptors for Trump's Golden Dome

   True Anomaly, a four-year-old startup, plans to use the funding to scale manufacturing and double its workforce by the end of the year.

10. 'Draconian development' in Meta-Manus deal draws the line in China's AI race with the U.S.

    Beijing's decision to block Meta's acquisition of Manus is a warning to other startups thinking of relocating data, talent and intellectual property abroad.