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Seema Mody
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Seema Mody
@seemacnbc
Tech & Global Markets Reporter @CNBC. Spent time as a journo London/Mumbai. Beats: AI, tech & industrials. @CFR_org. Pratham board member. Tweets are my own.
NYC Katılım Temmuz 2009
2.3K Takip Edilen54.7K Takipçiler
Seema Mody retweetledi
Seema Mody retweetledi
AI giving military advantages feels like the new space race - except this time the winners reshape global power dynamics for decades. The intersection of tech sovereignty and national security has never been more critical.
Seema Mody@seemacnbc
I sat down exclusively with @PalantirTech CEO Alex Karp on @CNBC. He says Palantir’s AI technology is giving the U.S. and our allies a critical edge in the Middle East war. Full story: cnbc.com/2026/03/12/pal… Video: cnbc.com/video/2026/03/… $pltr
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WHAT #AI MEANS FOR THE WORKFORCE
Karp: “You cannot have this technology disrupt humanities-trained, largely Democratic voters, and make their economic power less, and increase the economic power of vocationally trained working class, often male voters.”
cnbc.com/2026/03/12/pal…
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U.S. data centers are increasingly seen as national security assets.
Karp to @CNBC: “They're [Iran] is not stupid…look who's on the list. Look who's not. I mean, we're in the middle of war. You would expect it to be a list of hardcore military companies.
cnbc.com/video/2026/03/…
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I sat down exclusively with @PalantirTech CEO Alex Karp on @CNBC. He says Palantir’s AI technology is giving the U.S. and our allies a critical edge in the Middle East war.
Full story: cnbc.com/2026/03/12/pal…
Video: cnbc.com/video/2026/03/… $pltr
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From our conversation today @cnbc
Aaron Rupar@atrupar
Palantir CEO Alex Karp: "This technology disrupts humanity's train, largely Democratic voters, and makes their economic power less, and increases the economic power of vocationally trained, working class, often male voters. These disruptions are going to disrupt every aspect of our society."
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Seema Mody retweetledi
CNBC EXCLUSIVE: Palantir is still using Anthropic's Claude as Pentagon dispute plays out, CEO Karp tells @seemacnbc $PLTR cnb.cx/4bgExMU
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Today we published a mini documentary on Oracle’s AI bet and the transformation happening inside the company as it works to turn its AI ambitions into reality $orcl @CNBC
cnbc.com/2026/03/10/ora…
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Oracle data center project with OpenAI remains on track
cnbc.com/video/2026/03/… #openai $orcl
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Source familiar shares that Oracle's mega data center project with @OpenAI in Abilene, TX remains on track and on schedule.
-2 of the 8 sites have been completed.
-No plans to expand this partnership in Abilene but existing data centers are on track.
$orcl $openai #datacenters
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Clay Magouyrk, co-CEO of Oracle, will be attending today’s event with President Trump to sign the ratepayer protection pledge.
Other attendees include:
Google President Ruth Porat
Amazon SVP & CFO Brian Olsavsky
Meta President Dina Powell McCormick
$orcl $meta $goog
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Right now, @AnthropicAI Claude Code only offers a specific security tool to identify and patch software vulnerabilities, not an end-to-end cybersecurity solution, says Tomer Weingarten, SentinelOne CEO. Enjoyed our chat on @CNBCTheExchange $S
SentinelOne@SentinelOne
What does Anthropic’s new AI security tool really mean for enterprise cybersecurity? What about the market’s reaction? 🤔 Our CEO Tomer Weingarten joined @CNBC's @seemacnbc and @KellyCNBC to break down the hype vs. reality when it comes to LLMs and their potential to disrupt subsectors of the security market.
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Seema Mody retweetledi
A clip from this morning's conversation with @carlquintanilla, @davidfaber and @seemacnbc.
Thank you so much for having me on the show.
cnbc.com/video/2026/02/…
#economy #markets #AI @cnbc @SquawkStreet
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"Software is oversold," says famed tech investor Orlando Bravo to @SaraEisen @CNBC
"Jewels in the public market...that are really cheap right now"
$IGV down 20% YTD
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Airbus renews its 10-year contract with Palantir
-Deal size exceeds $850M, per a source familiar.
-Underscores the company's growing commercial non-defense business
-key international win at a time when Palantir’s main source of growth has been stateside w/ the U.S. gov't
$PLTR
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Seema Mody retweetledi
Alphabet is close to finalizing a global bond issuance in excess of $30 billion, an increase from the $20 billion it raised on Monday. @seemacnbc cnb.cx/46FrPWo
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Alphabet's bond sale in Europe amassed $11b, bringing its total global debt sale to over $30b amid heightened demand for high-quality paper, per two sources. @cnbc $goog
Seema Mody@seemacnbc
Alphabet's mega bond deal officially priced - upsized from $15b to $20b. Way oversubscribed, likely more than 5x, per sources $GOOG
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Alphabet's mega bond deal officially priced - upsized from $15b to $20b. Way oversubscribed, likely more than 5x, per sources $GOOG
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