CNBC Television
@CNBCtelevision·3.4M subscribers·157.5K videos
Anthropic, OpenAI stakes distort Big Tech earnings picture
Posted
August 3, 2026
Views
3,480
Likes
50
Comments
6
Engagement
August 3, 2026
3,480
50
6
1.61%
Every word spoken in this episode is indexed. Type any phrase to jump straight to the moment it was said.
Type any word or phrase that may have been spoken. Click a result to seek the player to that exact moment.
Try a name, a topic, or a quoted line
Episode Timeline
Every episode in order around the one you’re watching — click any card and the page flips straight to it.
1:53Now PlayingWhen stripping out Big Tech’s investment gains from private AI companies, the earnings story is a lot less bullish.
Microsoft, Amazon and Alphabet booked sizable investment gains in the most recent quarter thanks to stakes in Anthropic and OpenAI, and in one case, SpaceX. But those gains are on paper and don’t reflect underlying growth of the business.
CNBC's Kate Rooney explains.
Sentinel Indexing in Progress
Metadata and chapters are available. Claim extraction for this episode is pending.
All video content is delivered via YouTube embedded players in accordance with the YouTube Terms of Service. Sentinel provides research tools that promote discovery and accountability across political media.
