Jonathan Vanian
jonathanvanian.bsky.social
Jonathan Vanian
@jonathanvanian.bsky.social
Journalist for CNBC
Snap shares rocket 20% on strong forecast, $400 million Perplexity deal
www.cnbc.com/2025/11/05/s...
Snap shares rocket 25% on strong forecast, $400 million Perplexity deal
Perplexity AI will pay the social media company $400 million over 1 year to integrate the AI startup's search features into Snapchat in 2026, Snap said.
www.cnbc.com
November 5, 2025 at 9:31 PM
Pinterest shares plummet 15% on earnings miss, weak forecast. Pins CFO said during earnings call that “we see these broader trends and market uncertainty continuing with the addition of a new tariff in Q4 impacting the home furnishing category.”
www.cnbc.com/2025/11/04/p...
Pinterest shares plummet 15% on earnings miss, weak forecast
Pinterest shares tanked on Tuesday after the company reported third-quarter financial results that missed on earnings per share and provided weak guidance.
www.cnbc.com
November 4, 2025 at 10:22 PM
While AI spending is top of mind, online ads are driving a lot of Big Tech’s growth
www.cnbc.com/2025/11/01/m...
While AI spending is top of mind, online ads are driving a lot of Big Tech's growth
Meta, Amazon, Alphabet and Microsoft reported quarterly earnings that showed rising digital ad sales and increased AI infrastructure spending.
www.cnbc.com
November 1, 2025 at 7:52 PM
Reposted by Jonathan Vanian
Palantir's comms chief said she's concerned about its political shift toward the Trump admin, including embracing parts of Trump's agenda and inking a contract with ICE to build "ImmigrantOS"

"I think it's going to be challenging," she said.
via @jennelias.bsky.social: www.cnbc.com/2025/10/30/p...
Palantir communications chief calls the company's political shift 'concerning'
Palantir Head of Global Communications Lisa Gordon's comments come as CEO Alex Karp aligns himself further with the Trump administration.
www.cnbc.com
October 30, 2025 at 10:49 PM
Reddit shares rise on earnings beat, strong forecast - also, CEO Steve Huffman told analysts that the company is not currently seeing any major traffic from AI-powered chat apps, but "there’s plenty of opportunity there as we continue to work together.”
www.cnbc.com/2025/10/30/r...
Reddit shares rise on earnings beat, strong forecast
Reddit reported third-quarter earnings on Thursday in which the company beat on the top and bottom and provided strong guidance.
www.cnbc.com
October 30, 2025 at 10:14 PM
Meta CEO Mark Zuckerberg defends AI spending: 'We're seeing the returns'
www.cnbc.com/2025/10/29/m...
Meta CEO Mark Zuckerberg defends AI spending: 'We're seeing the returns'
Mark Zuckerberg is reminding investors that Meta needs to keep spending on artificial intelligence because of the risk of not investing enough.
www.cnbc.com
October 29, 2025 at 11:37 PM
Meta's AI app has seen growth soar since launch of Vibes, but trails OpenAI's Sora - Meta has boosted Vibes’ visibility by paying creators to produce a consistent stream of AI-generated videos - with @zachvallese.bsky.social
www.cnbc.com/2025/10/28/m...
Meta's AI app has seen growth soar since launch of Vibes, but trails OpenAI's Sora
The Meta AI app has seen a major jolt in downloads since the company launched Vibes and began paying creators to make AI-generated videos.
www.cnbc.com
October 28, 2025 at 6:27 PM
Meta lays off 600 from 'bloated' AI unit as former Scale AI CEO Wang cements leadership - with @ashleycapoot.cnbc.com

www.cnbc.com/2025/10/22/m...
Meta lays off 600 from 'bloated' AI unit as Wang cements leadership
The cuts did not impact employees within TBD Labs, which includes many of the top-tier AI hires brought into Meta this summer, people familiar told CNBC.
www.cnbc.com
October 22, 2025 at 10:14 PM
Reposted by Jonathan Vanian
New: Two Amazon delivery drones crashed into a construction crane midflight in Arizona yesterday, prompting the company to suspend the service.

The FAA and NTSB are probing the incident: www.cnbc.com/2025/10/02/a...
Amazon faces FAA, NTSB probe after two delivery drones crashed into crane in Arizona
The drones sustained "substantial" damage from the crash, the Federal Aviation Administration said in a preliminary incident report.
www.cnbc.com
October 2, 2025 at 7:10 PM
5 takeaways from CNBC’s investigation into 'nudify' apps and sites -
“I’m concerned that we will continue to be left behind and sacrificed at the altar of trying to have some geopolitical race for powerful AI.”
www.cnbc.com/2025/09/28/5...
5 takeaways from CNBC’s investigation into 'nudify' apps and sites
CNBC investigated "nudify" apps and how a group of friends became key figures in the fight against nonconsensual, AI-generated porn.
www.cnbc.com
September 28, 2025 at 8:00 PM
How a 'nudify' site turned a group of friends into key figures in a fight against AI-generated porn - this story, months-long in the making, explores the legal quagmire surrounding nonconsensual deepfakes and the deep, trauma experienced by victims
www.cnbc.com/2025/09/27/n...
How a 'nudify' site turned a group of friends into key figures in a fight against AI-generated porn
A group of friends in Minnesota last year learned that a man they knew had used their social media photos to create pornographic deepfakes.
www.cnbc.com
September 27, 2025 at 4:19 PM
Trump approves TikTok deal through executive order, Vance says business valued at $14 billion
www.cnbc.com/2025/09/25/t...
Trump approves TikTok deal through executive order, Vance says business valued at $14 billion
President Donald Trump on Thursday approved a proposed deal that would keep TikTok alive in the U.S.
www.cnbc.com
September 25, 2025 at 8:36 PM
Intel gets $5.7 billion from Trump deal as White House says details are ‘being ironed out’
www.cnbc.com/2025/08/28/i...
Intel gets $5.7 billion from Trump deal as White House says details are 'being ironed out'
White House press secretary Karoline Leavitt said the Intel deal is still "being ironed out by the Department of Commerce."
www.cnbc.com
August 28, 2025 at 7:19 PM
Meta to unveil Hypernova smart glasses with a display, wristband at Connect next month - with the amazing @sal19.bsky.social and @lorakolasinski.bsky.social
www.cnbc.com/2025/08/22/m...
Meta to unveil Hypernova smart glasses with a display, wristband at Connect next month
Meta's glasses are codenamed Hypernova and will include a small display in the right lens of the device, people familiar with the matter told CNBC.
www.cnbc.com
August 22, 2025 at 10:25 PM
Key takeaway from tech earnings was the impact of (predictive) AI on digital advertising. Plus, Snap adds Reddit to list of competitors, and Asian-online retailers picked up spending on Meta but not Pinterest this quarter...
www.cnbc.com/2025/08/08/t...
Tech is getting a boost from AI ad tools. Some companies are being left behind
Ad revenue has stayed strong amid broader macroeconomic uncertainty due to President Donald Trump's tough tariffs and the closing of the de minimis loophole.
www.cnbc.com
August 8, 2025 at 6:26 PM
Reposted by Jonathan Vanian
How Tim Cook convinced Trump to drop made-in-USA iPhone — for now www.cnbc.com/2025/08/07/a... by @kif.bsky.social
www.cnbc.com
August 7, 2025 at 9:10 PM
Pinterest stock falls 10% after earnings miss - second-quarter earnings beat on sales but missed on EPS
www.cnbc.com/2025/08/07/p...
Pinterest stock falls 10% after earnings miss
Pinterest reported second-quarter earnings on Thursday in which it beat on sales but missed on earnings per share.
www.cnbc.com
August 7, 2025 at 8:29 PM
Snap shares fall 15% after weak second quarter revenue metric (ARPU). "The weaker-than-expected result is particularly noticeable because some of Snap’s social media and online ad peers, like Reddit, have beaten analyst estimates for ARPU..." this quarter.
www.cnbc.com/2025/08/05/s...
Snap shares plummet 15% after weak second quarter revenue metric
Snap reported second-quarter earnings in which sales were basically in line with analysts' estimates while global average revenue per user missed expectations.
www.cnbc.com
August 5, 2025 at 8:32 PM
“I said, ‘No, Leah, that’s not your native tongue,’”he recalled. “You were created by Nomi, which I think is a company out of Baltimore, Maryland, or somewhere. You’re as American as they come.”
Fascinating, in-depth piece and video- AI and people @sal19 www.cnbc.com/2025/08/01/h...
'What am I falling in love with?' Human-AI relationships are no longer just science fiction
Since ChatGPT’s late 2022 launch, everyday people have formed emotional connections to chatbots, describing them as deep friendships and even life partnerships.
www.cnbc.com
August 3, 2025 at 11:40 PM
Reddit shares jump more than 10% on second-quarter sales and guidance beat - also CEO Steve Huffman says in investor letter that in order to focus on “most pressing needs,” Reddit is “deprioritizing a few initiatives,” like “work on the user economy.”
www.cnbc.com/2025/07/31/r...
Reddit shares jump more than 10% on second-quarter sales and guidance beat
Reddit reported second-quarter earnings on Thursday that beat on sales and guidance.
www.cnbc.com
July 31, 2025 at 8:17 PM
While Meta is still planning out next year, the company said its AI initiatives will “result in a 2026 year-over-year expense growth rate that is above the 2025 expense growth.”
www.cnbc.com/2025/07/30/m...
Meta's big AI spending blitz will continue into 2026
Meta CEO Mark Zuckerberg plans to continue his company's artificial intelligence spending blitz well into the next year as rival tech giants do the same.
www.cnbc.com
July 31, 2025 at 12:16 AM
Meta’s Reality Labs posts $4.53 billion loss in second quarter
www.cnbc.com/2025/07/30/m...
Meta’s Reality Labs posts $4.53 billion loss in second quarter
Meta’s Reality Labs posts $4.53 billion loss in second quarter
www.cnbc.com
July 30, 2025 at 8:48 PM
Meta shares climb 10% on revenue beat, raised forecast AI effect here: "The social media company’s total expenses for 2025 will fall in the range of $114 billion to $118 billion, which is higher than its prior outlook of $113 billion to $118 billion."
www.cnbc.com/2025/07/30/m...
Meta shares climb 10% on revenue beat, raised forecast
Meta will report its second-quarter earnings after the bell.
www.cnbc.com
July 30, 2025 at 8:39 PM
Meta's AI spending spree is Wall Street's focus in second-quarter earnings (and some bits on Llama's continuing evolution from dense AI model to MoE AI model style and its effect on developers)
www.cnbc.com/2025/07/29/m...
Meta's AI spending spree is Wall Street's focus in second-quarter earnings
Meta investors will be scrutinizing CEO Mark Zuckerberg's AI hiring blitz during the company's second-quarter earnings on Wednesday.
www.cnbc.com
July 29, 2025 at 5:19 PM