Dan Ives

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Apple $AAPL CEO Tim Cook is in China 🇨🇳today attending an event in the southwestern city of Chengdu to commemorate the company’s 50th anniversary - Bloomberg

Micron revenue almost triples, tops estimates as demand for memory soars cnbc.com/2026/03/18/mic…

The Fed held rates steady. There was one dissent. The median rate “dot” was unchanged, as was the 12-7 split on cuts vs. no cuts. The median core PCE inflation forecast revised to 2.7% from 2.5%. The median long-run rate “dot” revised up to 3.1%.

CNBC EXCLUSIVE: AI has been great for Docusign, says CEO ⁦@thygesen_allan⁩ $DOCU cnbc.com/video/2026/03/…

Disney won’t look the same in five years at all, says former executive Kevin Mayer $DIS cnbc.com/video/2026/03/…

Demand it now! Get it now! @MottekOnMoney Weekdays 4pm PT @KABCRadio and podcast. #ICYMI Daniel Ives @DivesTech @Wedbush Dylan Rosnick @NFIB Col Hal Kempfer @HalKempfer #Nvidia #stocks #crypto #Iran #Lebanon #Israel #business omny.fm/shows/kabc-pod…

not in the numbers

- $NVDA gets China's approval to sell H200 chips: report -Coupang, Nvidia collaborate for 'AI factory' -Nvidia CEO Jensen Huang: OpenClaw is “definitely the next ChatGPT,” China stocks respond -Nvidia preparing Groq chips that can be sold in Chinese market, Reuters reports

Orlando Bravo pushes back on private markets criticism: 'Everybody's extremely comfortable' cnbc.com/2026/03/17/orl…

I have so much respect for Bryce Harper. This is something you rarely see in baseball. After a crushing loss in the WBC final, Harper went out of his way to congratulate the players of Venezuela. One of a kind player 💯

A longstanding taboo around Fed governors dissenting against the chair has been broken. Recent fractures have fallen along political lines. On what that means for the institution—and for the next chair. wsj.com/economy/centra…

THE Nvidia robotics guy!! Deepu is the best and an ⁦@Eagles⁩ fan! He REALLY bleeds green.

Great to be on @CNBC’s Squawk Box Asia with @cherykang and @MartinSoong discussing Nvidia and the AI Revolution 🏆🎯📺👇🐂🍿 @CNBCi cnbc.com/video/2026/03/…

The dream team at GTC!

SCOOP: Nvidia has received purchase orders from China for its H200 chips and is restarting manufacturing, CEO Jensen Huang tells me. Huang says Nvidia now has clearance from BOTH the U.S. and China. cnbc.com/id/108279192 $NVDA

Nvidia $NVDA CEO Jensen Huang said today that they are gearing up to sell its H200 processors to customers in China 🇨🇳 according to CNBC’s @KristinaParts “We have received purchase orders, and we’re in the process of restarting our manufacturing,” “That’s new news for all of you, and it’s different than it was two weeks ago or three weeks ago, but that’s our condition today, and and our supply chain is getting fired up.”

Tim Cook squashes retirement rumors, says he 'can't imagine life without Apple' cnbc.com/2026/03/17/app…

Happy St. Patrick’s Day from NYC! Fun fact: construction of the Empire State Building began on this day in 1930. Celebrating tonight with green lights and the Irish flag rotating in the mast. 🇮🇪 Text CONNECT to 274-16 for real-time lighting updates. See the lights live: esbo.nyc/ecx