CNBC Tech - Gaming

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1. Nvidia and Alphabet VC arms back vibe coding startup Lovable at $6.6 billion valuation

   The announcement confirms details reported by CNBC on Tuesday.

2. Micron stock pops 12% as AI memory demand soars: 'We are more than sold out'

   Micron said it expects the total addressable market for high-bandwidth memory to hit $100 billion by 2028.

3. Trump defends economy, CPI report returns, monster Medline IPO, and more in Morning Squawk

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

4. Visa says new AI shopping tool has helped customers with hundreds of transactions

   Visa said it successfully completed hundreds of AI transactions as part of a pilot program it kicked off after a product event in April.

5. CNBC Daily Open: Oracle's debt seems to be affecting data center funding

   Despite the recent pullback in artificial intelligence stocks, the Bank of America thinks "the AI trade may still have room to run into 2026."

6. SoftBank leads decline in Japanese tech stocks as worries over AI spending spill over to Asia

   The tech-heavy Nasdaq Composite slipped 1.81%, dragged by losses in Oracle, Broadcom, Nvidia and other AI names.

7. CNBC Daily Open: Concerns over Oracle's debt spill over into its projects

   Despite the recent pullback in artificial intelligence stocks, the Bank of America thinks "the AI trade may still have room to run into 2026."

8. MetaX and Moore Threads' IPOs underscore Chinese chipmakers' growing challenge to Nvidia

   New entrants like MetaX and Moore Threads join tech giants Huawei, Baidu and Alibaba in rushing to produce Nvidia alternatives.

9. Instacart shares drop on report that FTC is probing company over AI pricing tool

   The FTC sent a civil investigative demand to Instacart, Reuters reported, citing unnamed people.

10. Coinbase adds prediction markets and stock trading in push to be one-stop trading app

    Coinbase is expanding into stocks, advanced trading, prediction markets and new tools for businesses, developers and automated financial guidance.