Bitcoin halving complete! Went inside a geothermal-powered mine near Hell’s Gate, Kenya. Pretty much the closest you can get to having a tangible hold on #bitcoin.

FEB 10 👉 Join the first-ever CNBC Digital Finance Forum, convening industry leaders, innovators, and policymakers who will explore the evolving #DeFi ecosystem and share how Wall Street will capture its momentum. REQUEST YOUR INVITE: https://t.co/ujivFurFFD #CNBCDigitalFinance

Strategy builds cash reserve and pauses Bitcoin purchases, ⁦@KenzieSigalos⁩ reports:

Coinbase is rolling out stock trading, more advanced trading tools, prediction markets via Kalshi, and more, amid a push to be a one-stop financial app (@kenziesigalos / CNBC) https://t.co/7IEYrzP8pN https://t.co/kGsEvMGZy8 📥 Send tips!

Block expects gross profit to increase in the mid-teens YoY through 2028, reaching ~$15.8B, with adjusted operating income growing ~30% YoY; XYZ closed up 7.56% (@kenziesigalos / CNBC) https://t.co/CrITxqojJU https://t.co/JqurbiVih2 📫 Subscribe:

Anthropic plans to spend $50B on a US infrastructure buildout, starting with data centers in Texas and New York in partnership with Fluidstack, opening in 2026 (@kenziesigalos / CNBC) https://t.co/Ms7fnXi2SZ https://t.co/f27k1ppPAi 📫 Subscribe:

$AFRM shares spiking after exceeding Wall Street profit and revenue estimates. CNBC's @KenzieSigalos reports: https://t.co/5QDhjFmY8a

Robinhood reports Q3 revenue up 100% YoY to $1.27B, vs. $1.19B est., transaction-based revenue up 129% to $730M, vs. $739M est., and net income up 271% to $556M (@kenziesigalos / CNBC) https://t.co/pwb9Ou69xB https://t.co/hP11mExhi8 📫 Subscribe:

$AMD moving lower after hours despite a strong earnings report, with $AMZN also disclosing it dissolved its entire stake in the chipmaker. @KenzieSigalos reports and @karenfinerman, Dan Nathan, @GuyAdami and @StocktonKatie trade it. https://t.co/4angPh1PIo

As part of the AWS deal, OpenAI says it will immediately begin running workloads on AWS infrastructure, tapping hundreds of thousands of Nvidia GPUs in the US (@kenziesigalos / CNBC) https://t.co/Vl5GFPCsAU https://t.co/j3Klf5VOX5 📫 Subscribe:

Amazon opens Project Rainier, an $11B AI data center on 1,200 acres in Indiana that trains and runs Anthropic's AI models using 500K+ Amazon Trainium 2 chips (@kenziesigalos / CNBC) https://t.co/msZTNn26zM https://t.co/fZ7Cln5X5z 📫 Subscribe:

Got an exclusive first look inside Amazon's new $11 billion AI data center megaproject in rural Indiana. Not an Nvidia GPU in site. It's powering Anthropic entirely on AWS chips: https://t.co/CTqN5UHS3G

Anthropic and Google officially announce their cloud partnership worth tens of billions, giving Anthropic access to 1M TPUs and 1 GW of capacity in 2026 (@kenziesigalos / CNBC) https://t.co/CzcCCeXWTi https://t.co/NKJ1jAC3zH 📫 Subscribe:

Broadcom closes up 9.88% following the announcement of its custom chip deal with OpenAI; its stock is up over 50% in 2025 after more than doubling in 2024 (@kenziesigalos / CNBC) https://t.co/sWZQCmlauR https://t.co/Q9q2k6HW98 📫 Subscribe:

OpenAI confirms multi-year chip deal with Broadcom after 18 months of quiet collaboration — 10GW of custom AI infrastructure, no equity involved. Chips will be ~30% cheaper than Nvidia’s, with OpenAI controlling everything from design to full rack deployment:

A look at OpenAI's search for the sites of its Stargate data centers in the US; OpenAI has received 800+ applications since January and has 20 finalist sites (@kenziesigalos / CNBC) https://t.co/UDsggoKHsP https://t.co/SESETktqgy 📫 Subscribe:

Source: OpenAI authorized up to $10.3B in shares for sale, but only $6.6B was sold, which insiders see as a sign of staff confidence and strong investor demand (@kenziesigalos / CNBC) https://t.co/bMHzySWn8H https://t.co/HLBnCBZJFN 📫 Subscribe:

More great reporting from @KenzieSigalos...on this historic week for @OpenAI, cementing its role as the central force in AI infrastructure while juggling significant financing challenges:

Anthropic plans to triple its international workforce this year, and already, nearly 80% of Claude usage comes from outside the U.S. https://t.co/1lrVL4VftB (via @KenzieSigalos)

Anthropic plans to triple its global workforce and expand its applied AI team 5x in 2025, after growing its business clients from ~1K to 300K+ in two years (@kenziesigalos / CNBC) https://t.co/fyZ3EYH5QK https://t.co/4uxoHXTEHy 📫 Subscribe:

OpenAI hires former xAI CFO Mike Liberatore as business finance officer, reporting to CFO Sarah Friar, to oversee infrastructure spend; he left xAI in July (@kenziesigalos / CNBC) https://t.co/yfQt2t2lAB https://t.co/wWLLDyz6s8 📫 Subscribe: