Hosted by CNBC · EN

18 months ago, Google looked like it had missed the AI revolution. Now, Alphabet's stock is up 140% over the past year and Wall Street is betting it's one of the few companies positioned to profit from every layer of the generative AI boom. From Gemini to Google Cloud to its custom TPU chips, the company controls more of the AI stack than almost any of its rivals. This week's Google I/O is the next big test — investors want to see whether that confidence is backed by a real product roadmap. CNBC's MacKenzie Sigalos explains how Alphabet became the AI race’s unlikely frontrunner. Chapters: 0:00 Introduction 2:40 Chapter 1 - Google’s AI comeback 4:55 Chapter 2 - Monetizing AI 9:29 Chapter 3 - Google’s AI future Reporter: MacKenzie Sigalos Produced and Edited by: Andrew Evers Additional Editing: Matt Soto Senior Director of Video: Jeniece Pettitt Animations: Jason Reginato, Christina Locopo, Emily Park Additional Footage: Getty Images, Google » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more. Want to get ahead at work? Then you need to learn how to make effective small talk. In CNBC’s new online course, How To Talk To People At Work, expert instructors teach you how to use everyday conversation to gain visibility, build meaningful relationships and advance your career. Sign up now: https://cnb.cx/4sGlSkh Connect with CNBC News Online Get the latest news: https://www.cnbc.com/ Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC Follow CNBC on Threads: https://cnb.cx/threads Follow CNBC News on X: https://cnb.cx/FollowCNBC Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC #CNBC How Google Quietly Became An AI Powerhouse

Artificial intelligence is reshaping the labor market but the shift is not limited to software engineers and office workers. As demand grows for data centers, fiber networks and other digital infrastructure, AT&T CEO John Stankey told CNBC the company needs more technicians, electricians and other skilled workers who do not necessarily need four-year degrees. CNBC spoke with 24-year-old AT&T technician Kyson Cook in Kettering, Ohio to explore how the AI boom could create new career paths for young workers. Chapters: 0:00 Introduction 2:21 Trying the college path 7:05 On the job vs. college Produced and additional reporting by: Charlotte Morabito Hosted and reporting by: Gabrielle Fonrouge Camera by: Mickey Todiwala Edited by: Marisa Forziati, Erin Black Animation: Jason Reginato, Emily Park, Christina Locopo Senior Director of Video: Lindsey Jacobson Additional Footage: Getty Images, Travis Tuttle, Kyla Cook, Jason Cook, Elizabeth Arnold » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more. Want to get ahead at work? Then you need to learn how to make effective small talk. In CNBC’s new online course, How To Talk To People At Work, expert instructors teach you how to use everyday conversation to gain visibility, build meaningful relationships and advance your career. Sign up now: https://cnb.cx/4sGlSkh Connect with CNBC News Online Get the latest news: https://www.cnbc.com/ Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC Follow CNBC on Threads: https://cnb.cx/threads Follow CNBC News on X: https://cnb.cx/FollowCNBC Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC #CNBC The AI Economy’s New Career Ladder

President Donald Trump has established a reputation as a pro-stock-market president, leading to record highs in the market, while also causing some of its most significant drops. These extreme fluctuations are driven more by headlines than by underlying fundamentals, especially those related to government policy. CNBC’s Sean Conlon breaks down how investors perceive Trump’s impact on the market and what this means for everyday investors. Reporter: Sean Conlon Produced and Edited by: Jeff Huang Animation: Jason Reginato, Emily Park Managing Producer: Anuz Thapa Senior Director of Video: Lindsey Jacobson Additional Footage: Getty Images » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more. Want to get ahead at work? Then you need to learn how to make effective small talk. In CNBC’s new online course, How To Talk To People At Work, expert instructors teach you how to use everyday conversation to gain visibility, build meaningful relationships and advance your career. Sign up now: https://cnb.cx/4sGlSkh Connect with CNBC News Online Get the latest news: https://www.cnbc.com/ Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC Follow CNBC on Threads: https://cnb.cx/threads Follow CNBC News on X: https://cnb.cx/FollowCNBC Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC #CNBC Why Investors Are Living Through President Trump's Stock Market

CNBC In Other News brings you stories that missed the spotlight. AI-driven layoffs have become a defining theme across the tech industry over the past year, with some sources estimating more than 112,000 U.S. jobs being lost to AI since the start of 2025. While major companies like HP and Amazon have often framed these cuts as a way to boost efficiency and shift focus toward new technologies, investors themselves don't appear convinced that these layoffs will improve companies' bottom lines in the long run. Software companies like Twilio and Datadog are starting to prove their case as winners in artificial intelligence. Investors say the performance from Datadog and Twilio underscores how companies that can deploy AI-native solutions while also articulating their path to monetization can ease disruption fears, for now. CNBC's Seema Moody explains. Since 1959, the U.S. Navy’s Marine Mammal Program has trained bottlenose dolphins and California sea lions to detect mines and other underwater threats. Reporter Sophie Caldwell spoke with Scott Savitz, senior engineer at global policy think tank Rand Corporation and an expert on mine countermeasures, to understand the history, challenges and possibilities of marine mammals in the military. While many foreign consumer brands in China, including Starbucks, Nike, and LVMH, face slowing growth and tougher competition, McDonald’s is expanding aggressively. The company plans to open 1,000 new stores a year and reach 10,000 locations in China by 2028. About half of McDonald’s new stores last year opened in China. The company also recently bought back a stake from Carlyle Group after previously selling control of its China business to Carlyle and a Chinese state-owned firm. CNBC’s Eunice Yoon looks at why McDonald’s continues to bet big on China. Chapters: 0:00 Why AI layoffs aren't helping stocks 3:44 How Twilio and Datadog are winning back investor confidence 6:29 Pete Hegseth says Iran doesn’t have ‘kamikaze dolphins’ 8:18 Why McDonald's is supersizing in China Reporters: Liz Napolitano, Seema Mody, Sophie Caldwell, Eunice Yoon Produced by: Juhohn Lee, Meline Rosales Edited by: Andrea Miller, Erin Black, Christian Nunley Camera by: Tasia Jensen Animation: Emily Park, Christina Locopo Additional Production: Charlotte Morabito Manager Video Distribution: Divya J. Verma Senior Directors of Video: Jeniece Pettitt, Jessica Leibowitz, Lindsey Jacobson Additional Footage: Getty Images Additional Sources: Scott Savitz » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more. Want to get ahead at work? Then you need to learn how to make effective small talk. In CNBC’s new online course, How To Talk To People At Work, expert instructors teach you how to use everyday conversation to gain visibility, build meaningful relationships and advance your career. Sign up now: https://cnb.cx/4sGlSkh Connect with CNBC News Online Get the latest news: https://www.cnbc.com/ Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC Follow CNBC on Threads: https://cnb.cx/threads Follow CNBC News on X: https://cnb.cx/FollowCNBC Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC #CNBC In Other News: McDonald's Bet On China, Spy Dolphins, And AI Layoffs Vs. Stocks

Jerome Powell was the 16th Chairman of the Federal Reserve System. As one of the nation’s top economic policymakers, Powell guided the central bank through the coronavirus crisis and political efforts to reduce central bank independence. Experts say Powell may best be remembered for presiding over the sharpest uptick inflation in a generation. Others note his role in upholding the United States position as a world-leading economy, stabilizing conditions for domestic workers and consumers alongside the broader flow of dollars worldwide. CNBC’s Steve Liesman, Jeff Cox and Matt Peterson report. Reporter: Jeff Cox, Steve Liesman, Matt Peterson Produced, Shot and Edited by: Carlos Waters Additional Production: Betsy Spring Animated by: Christina Locopo, Emily Park, Jason Reginato Additional Camera by: Kaan Oguz Senior Managing Producer: Shawn Baldwin Additional Footage: Getty Images » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more. Want to get ahead at work? Then you need to learn how to make effective small talk. In CNBC’s new online course, How To Talk To People At Work, expert instructors teach you how to use everyday conversation to gain visibility, build meaningful relationships and advance your career. Sign up now: https://cnb.cx/4sGlSkh Connect with CNBC News Online Get the latest news: https://www.cnbc.com/ Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC Follow CNBC on Threads: https://cnb.cx/threads Follow CNBC News on X: https://cnb.cx/FollowCNBC Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC #CNBC How Jerome Powell Reshaped The Federal Reserve

With thousands of YouTube creators relying on the platform for income, many are turning to strategists as essential advisors on how to keep videos viral. CNBC's Zach Vallese and Alex Sherman spoke with three platform consultants on how they help creators take their channels to new heights. Produced and Edited by: Devan Burris Reporting by: Zach Vallese and Alex Sherman Senior Managing Producer: Shawn Baldwin Additional Camera: Kaan Oguz Additional Footage: Getty Images » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more. Want to get ahead at work? Then you need to learn how to make effective small talk. In CNBC’s new online course, How To Talk To People At Work, expert instructors teach you how to use everyday conversation to gain visibility, build meaningful relationships and advance your career. Sign up now: https://cnb.cx/4sGlSkh Connect with CNBC News Online Get the latest news: https://www.cnbc.com/ Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC Follow CNBC on Threads: https://cnb.cx/threads Follow CNBC News on X: https://cnb.cx/FollowCNBC Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC #CNBC How YouTube Consultants Help Creators Get MrBeast Level Views

Target has lost customers, sales and part of its reputation as a fun and trendy retailer since its 2021 peak. The company is now trying to win back shoppers and gain market share by focusing on baby products. Target has been rolling out 'baby boutiques' (can you just check if we do single quotes or double quotes?) in select stores across the country, with more planned for the future. These boutiques feature premium baby items and let parents test out car seats, strollers and other gear in person. Will it be enough to regain consumer loyalty? Melissa Repko spoke with Target's Chief Merchant, Cara Sylvester and visited a store in Clifton, New Jersey to learn more. Produced and Shot by: Natalie Rice Reporting by: Melissa Repko Edited by: Andrea Miller Animation: Jason, Reginato, Emily Park Managing Producer: Juhohn Lee Additional footage: Getty Images, Target » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more. Want to get ahead at work? Then you need to learn how to make effective small talk. In CNBC’s new online course, How To Talk To People At Work, expert instructors teach you how to use everyday conversation to gain visibility, build meaningful relationships and advance your career. Sign up now: https://cnb.cx/4sGlSkh Connect with CNBC News Online Get the latest news: https://www.cnbc.com/ Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC Follow CNBC on Threads: https://cnb.cx/threads Follow CNBC News on X: https://cnb.cx/FollowCNBC Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC #CNBC Why Target Is Betting Big On Babies

Vitamin patch brand barriére told CNBC exclusively that it is on track to double its revenue in 2026, projecting $10 million total. This comes as the brand lands a 1,700 store deal with Walmart and rolls out the first ever supplement patch for lactose intolerance. Watch the video to learn more about how the company is trying to disrupt the supplement industry and what challenges it could face in the process. Produced and shot by: Ryan Baker Edited by: Andrea Miller Additional Camera: Natalie Rice Reporter: Laya Neelakandan Animation by: Jason Reginato, Emily Park, Christina Locopo Senior Director of VIdeo: Lindsey Jacobson Additional Footage: Getty Images » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more. Want to get ahead at work? Then you need to learn how to make effective small talk. In CNBC’s new online course, How To Talk To People At Work, expert instructors teach you how to use everyday conversation to gain visibility, build meaningful relationships and advance your career. Sign up now: https://cnb.cx/4sGlSkh Connect with CNBC News Online Get the latest news: https://www.cnbc.com/ Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC Follow CNBC on Threads: https://cnb.cx/threads Follow CNBC News on X: https://cnb.cx/FollowCNBC Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC #CNBC Why Barrière Thinks You’ll Want To Wear You Vitamins

In April, U.S. Treasury Secretary Scott Bessent noted requests for permanent swap lines from the United Arab Emirates and other economies weathering the Iran War. Swap lines, typically deployed in emergencies, enable currency exchanges between central banks to prevent global dollar shortages. Recent comments from Kevin Warsh, President Trump’s nominee to lead the Federal Reserve, signal his willingness to collaborate with the Treasury on international issues. CNBC’s Matt Peterson reports. Reporter: Matt Peterson Produced and Edited by: Carlos Waters Camera by: Kaan Oguz Animation: Emily Park, Jason Reginato Senior Managing Producer: Shawn Baldwin Additional Footage: Getty Images » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more. Want to get ahead at work? Then you need to learn how to make effective small talk. In CNBC’s new online course, How To Talk To People At Work, expert instructors teach you how to use everyday conversation to gain visibility, build meaningful relationships and advance your career. Sign up now: https://cnb.cx/4sGlSkh Connect with CNBC News Online Get the latest news: https://www.cnbc.com/ Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC Follow CNBC on Threads: https://cnb.cx/threads Follow CNBC News on X: https://cnb.cx/FollowCNBC Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC #CNBC Iran War Spurs Debate Over Expanding U.S. Central Bank Swap Lines

Many US political leaders on both sides of the aisle have been scrambling to keep Chinese cars out of the United States. But some Chinese companies have already found a foothold in the US. One automaker, Zhejiang Geely Holding, often called simply Geely, has investments in Volvo, Polestar and British sports car maker Lotus. Volvo already owns a factory in South Carolina, which is currently underutilized, according to analysts who spoke with CNBC. All three brands also have a dealership network in the United States. Volvo’s CEO recently said he would be open to making Chinese branded cars in the Volvo factory if the company can navigate currently strict US laws. Geely leaders have expressed a desire to bring Chinese brands here. If it is able, it would be considerably ahead of much of its competition. Produced by: Robert Ferris Editing: Darren Geeter Animations: Jason Reginato, Emily Parl Senior Director of Video: Lindsey Jacobson Additional Footage: Getty Images » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more. Want to get ahead at work? Then you need to learn how to make effective small talk. In CNBC’s new online course, How To Talk To People At Work, expert instructors teach you how to use everyday conversation to gain visibility, build meaningful relationships and advance your career. Use coupon code EARLYBIRD for 20% off. Offer valid from April 20, 2026 to May 4, 2026. Terms apply. https://cnb.cx/4sGlSkh Connect with CNBC News Online Get the latest news: https://www.cnbc.com/ Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC Follow CNBC on Threads: https://cnb.cx/threads Follow CNBC News on X: https://cnb.cx/FollowCNBC Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC #CNBC Which Chinese Carmaker Might Be First To Win In The U.S.