Steve Kovach
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stevekovach.bsky.social
Steve Kovach
@stevekovach.bsky.social
Tech correspondent on CNBC.
I’m ready
a red sign that says stranger things 3 on a black background
ALT: a red sign that says stranger things 3 on a black background
media.tenor.com
November 27, 2025 at 1:19 AM
Reposted by Steve Kovach
new: people across Wisconsin are increasingly standing up to AI data centers. at the old Foxconn site, citizens are thankful for Microsoft, but they said no to a new Microsoft data center 20 miles away. worries range from a loss of open land to meager tax payments www.cnbc.com/2025/11/25/m...
Why rural Wisconsin is blocking the AI data center boom: 'Horses are skittish'
Tech giants are increasingly facing community backlash as they select places to build mammoth AI data centers.
www.cnbc.com
November 25, 2025 at 3:01 PM
Reposted by Steve Kovach
November 26, 2025 at 1:27 PM
November 26, 2025 at 1:27 PM
LinkedIn AI slop is a special genre of AI slop
November 26, 2025 at 12:44 PM
I hope the woman I saw on a flight earlier this year exit the lavatory BAREFOOT sees this
Duffy on his demand that air travelers not wear slippers or pajamas: "It honors our country ... don't take your shoes off and put your feet on the chair ahead of you"
November 24, 2025 at 10:09 PM
Reposted by Steve Kovach
This is the funniest planned economy ever
A person directly familiar with the conversations tells Semafor that Donald Trump has personally pressed Larry Ellison to revive Brett Ratner's "Rush Hour" franchise.
www.semafor.com/article/11/2...
Exclusive: How Trump is trying to remake American culture — starting with his favorite buddy-cop franchise
The president is offering some creative input on potential upcoming projects.
www.semafor.com
November 24, 2025 at 2:21 AM
Love the hustle
November 23, 2025 at 5:41 PM
🤣
"We own these two stocks that attract the gullible and conspiracy-minded and were surprised to learn that many of those same investors have lots of exposure to bitcoin..."
November 21, 2025 at 6:39 PM
Microsoft really oversold the AI version of Bing, claiming it would take market share from Google, etc

Didn’t happen
Oh, they “danced” alright. 😏

$GOOGL $MSFT
www.barrons.com/articles/goo...
November 21, 2025 at 5:20 PM
December Fed decision will be based entirely on vibes
BLS has cancelled the October CPI and the Fed will meet Dec 9 and 10 without the Nov CPI, which has been rescheduled for Dec 18 from the 10th.

As previously reported,
Fed also won’t have jobs reports

“Say Jay, how you feelin’ about the economy?”

“Not so good John. Let’s cut.”

“Ok by me”
November 21, 2025 at 4:26 PM
That's gonna be a lot of chip racks sitting in buildings with zero electricity
NEW: Google's AI infra head told employees the company must double AI compute every 6 months to meet AI demand. CEO Sundar Pichai also acknowledged AI bubble concerns and told employees 2026 will be “intense."
Google must double AI compute every 6 months to meet demand, AI infrastructure boss tells employees
At a recent all-hands meeting, Google's head of AI infrastructure said the company has to race to build out compute capacity.
www.cnbc.com
November 21, 2025 at 4:25 PM
Nvidia just went negative.
a close up of a stuffed animal with a rainbow in the background .
ALT: a close up of a stuffed animal with a rainbow in the background .
media.tenor.com
November 20, 2025 at 4:45 PM
No presh.
a man sits at a denny 's restaurant eating a sandwich
ALT: a man sits at a denny 's restaurant eating a sandwich
media.tenor.com
November 19, 2025 at 9:08 PM
👀
PARAMOUNT HELD TALKS WITH SAUDI WEALTH FUND OVER POTENTIAL WARNER BROS DISCOVERY BID - FT
November 19, 2025 at 1:35 AM
In about 15 minutes on CNBC: I’m sitting down with Microsoft commercial CEO Judson Althoff to discuss that big Anthropic deal and much more… 👀
November 18, 2025 at 7:33 PM
Reposted by Steve Kovach
Anthropic will pay Microsoft to pay Nvidia so Microsoft and Nvidia can pay Anthropic

www.cnbc.com/2025/11/18/a...
Anthropic to buy $30 billion in Azure capacity in new deal with Microsoft, Nvidia
www.cnbc.com
November 18, 2025 at 3:23 PM
👀
ANTHROPIC VALUED AT $350B AFTER MICROSOFT, NVIDIA DEAL - CNBC
November 18, 2025 at 3:53 PM
Anthropic will pay Microsoft to pay Nvidia so Microsoft and Nvidia can pay Anthropic

www.cnbc.com/2025/11/18/a...
Anthropic to buy $30 billion in Azure capacity in new deal with Microsoft, Nvidia
www.cnbc.com
November 18, 2025 at 3:23 PM
Dang I love news
November 18, 2025 at 3:19 PM
November 18, 2025 at 12:21 AM
Reposted by Steve Kovach
CNBC’s Joe Kernen Presses Kevin Hassett to ‘Admit’ Claim of ‘Falling’ Prices Is ‘Not True’
CNBC’s Joe Kernen Presses Kevin Hassett to ‘Admit’ Claim of ‘Falling’ Prices Is ‘Not True’
Kernen pressed Hassett to “admit” that the White House’s repeated insistence that “prices are falling” was “not true” and doesn't reflect the reality. The post CNBC’s Joe Kernen Presses Kevin Hassett to ‘Admit’ Claim of ‘Falling’ Prices Is ‘Not True’ first appeared on Mediaite.
dlvr.it
November 17, 2025 at 3:05 PM
Reposted by Steve Kovach
Gotta love how Jon Karl and ABC News had this graphic ready to go *the very moment* that Hassett rolled out his Walmart anecdote.
November 16, 2025 at 7:23 PM