Samantha Subin

Coverage Timeline

2026-09-01

CNBC 9 related

Palo Alto Networks reports Q4 revenue up 34% YoY to $3.41B, vs. $3.35B est., and acquires Console, which provides AI-powered IT service management

Samantha Subin /CNBC:NEW

2026-09-01 View

2026-07-31

CNBC 6 related

Chip stocks rallied Thursday after strong Microsoft and Lam Research earnings: Lam Research closed up 18%, Micron 18%, Sandisk 26%, Arm 7%, AMD 13%, Intel 11%

Samantha Subin /CNBC:

2026-07-31 View

2026-06-22

CNBC 42 related

SpaceX announces an offering of senior unsecured notes and discloses it has ~$100.8B in cash; SPCX closes down 16.43% in its third consecutive losing session

Samantha Subin /CNBC:

2026-06-22 View

2026-05-11

CNBC 34 related

Google's TIG says it likely thwarted the use of an AI-generated zero-day in a “mass exploitation event” and tools like OpenClaw are being used to find exploits

Samantha Subin /CNBC:

2026-05-11 View

2026-04-10

CNBC 3 related

Sources: a week before Mythos release, JD Vance and Scott Bessent questioned Amodei, Altman, and others about AI model security and responding to cyber attacks

Samantha Subin /CNBC:

2026-04-10 View

2025-11-18

CNBC 8 related

Klarna reports Q3 revenue up 26% YoY to $903M, above $882M est., a $95M net loss, and expects $1B+ revenue in Q4, in its first post-IPO earnings release

Samantha Subin / CNBC :

2025-11-18 View

2025-11-12

Bloomberg 14 related

AMD CEO Lisa Su says AMD's annual revenue growth will average more than 35% and AI data center revenue growth will average 80% over the next three to five years

Lineup confirms 2026 release for Zen 6, coming with expanded AI features Samantha Subin / CNBC : AMD stock soars 10% on strong growth projections as CEO Su calls AI spending ‘the right gamble’ Kara Gr...

2025-11-12 View

2025-10-18

TechCrunch 41 related

OpenAI says it paused Sora's ability to generate videos resembling MLK Jr. at the request of his estate, after some users created “disrespectful depictions”

OpenAI responded, but is it enough? Mary Cunningham / CBS News : OpenAI blocks Sora 2 users from using MLK Jr.'s likeness after “disrespectful depictions” Katrina Morgan / WUSA : OpenAI takes away abi...

2025-10-18 View

2025-10-11

CNBC 3 related

Govini, a Palantir competitor whose AI software Ark helps militaries manage product lifecycles, raised $150M from Bain Capital and says it hit $100M in ARR

Samantha Subin / CNBC :

2025-10-11 View

2025-09-18

CNBC 7 related

Netskope priced its IPO at $19 per share, at the top end of its expected range, valuing the cybersecurity company at $7.3B, and raised $908.2M in the offering

Samantha Subin / CNBC :

2025-09-18 View

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Coverage Timeline

Palo Alto Networks reports Q4 revenue up 34% YoY to $3.41B, vs. $3.35B est., and acquires Console, which provides AI-powered IT service management

Chip stocks rallied Thursday after strong Microsoft and Lam Research earnings: Lam Research closed up 18%, Micron 18%, Sandisk 26%, Arm 7%, AMD 13%, Intel 11%

SpaceX announces an offering of senior unsecured notes and discloses it has ~$100.8B in cash; SPCX closes down 16.43% in its third consecutive losing session

Google's TIG says it likely thwarted the use of an AI-generated zero-day in a “mass exploitation event” and tools like OpenClaw are being used to find exploits

Sources: a week before Mythos release, JD Vance and Scott Bessent questioned Amodei, Altman, and others about AI model security and responding to cyber attacks

Klarna reports Q3 revenue up 26% YoY to $903M, above $882M est., a $95M net loss, and expects $1B+ revenue in Q4, in its first post-IPO earnings release

AMD CEO Lisa Su says AMD's annual revenue growth will average more than 35% and AI data center revenue growth will average 80% over the next three to five years

OpenAI says it paused Sora's ability to generate videos resembling MLK Jr. at the request of his estate, after some users created “disrespectful depictions”

Govini, a Palantir competitor whose AI software Ark helps militaries manage product lifecycles, raised $150M from Bain Capital and says it hit $100M in ARR

Netskope priced its IPO at $19 per share, at the top end of its expected range, valuing the cybersecurity company at $7.3B, and raised $908.2M in the offering

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