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

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In Other News: McDonald’s Bet On China, Spy Dolphins, And AI Layoffs Vs. Stocks

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When Spirit Airlines shut down earlier this month, its fleet of dozens of leased planes was left stranded all over the country. Now, the canary yellow Airbus planes need a place to go. Several pilots, like Steve Giordano, are taking aircraft back from Spirit Airlines and moving them from various airports to the deserts of Arizona. Some of these planes could be leased to other airlines, while others may be dismantled and sold for parts. CNBC’s Leslie Josephs has the story.

Produced by: Juhohn Lee, Erin Black
Reporting by: Leslie Josephs
Edited by: Meline Rosales
Animation: Christina Locopo
Senior Director of Video: Jeniece Pettitt
Additional Footage: Getty Images, Steve Giordano

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Where Spirit Airlines’ Jets Are Headed After Bankruptcy

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Huy Fong Foods, owner of the iconic green-capped sriracha hot sauce, has been experiencing a shortage of red jalapeño chili peppers, a key ingredient in the sauce, for about three years. The company has cited weather-related issues to be the cause. But Huy Fong Foods’ former pepper supplier of 28 years, Underwood Ranches, told CNBC there’s a lot more to the story.

Chapters:
00:00 — Introduction
02:45 — Short supply
04:45 — Building a business
06:30 — Supplier relations
09:20 — Pivoting
12:25 — Looking ahead

Produced and Edited by: Ryan Baker
Shot by: Andrew Evers
Animation: Jason Reginato
Senior Managing Producer: Tala Hadavi
Additional Sources: The Associated Press, The New York Times, Los Angeles Times

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How Did The Sriracha Shortage Happen?

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President Trump is set to travel to Beijing next week for a highly-anticipated meeting with Chinese President Xi Jinping. Markets will be watching for signs of stability between the two nations as the summit takes place against the backdrop of the Iran war and the trade war. CNBC’s Eamon Javers and Eunice Yoon breakdown what to expect from the meeting.

Reporting by: Eamon Javers, Eunice Yoon
Produced by: Macklin Fishman
Edited by: Darren Geeter
Camera by: David Soltis
Senior Managing Producer: Shawn Baldwin
Additional Footage: Getty Images

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What To Expect From The Long-Awaited Meeting Between Chinese President Xi and Trump

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Nvidia and Corning just announced a massive, multiyear deal to expand U.S. manufacturing for new optical fiber technology, likely to flip the script for AI data center efficiency. As a part of the partnership, Corning will build three new factories in North Carolina and Texas entirely devoted to products for Nvidia, creating 3,000 new jobs. And while the companies didn’t share many specifics, it’s likely the deal is worth tens of billions of dollars. This could be the big deal many analysts have been waiting for — the debut of a new technology called co-packaged optics. It could eventually mean Nvidia replaces the 5,000 copper cables, two miles worth, inside its rack-scale systems like Vera Rubin, with tiny glass fibers made by Corning, something that, until now, has never been accomplished at scale. Co-packaged optics would vastly reduce the energy needs of an AI data center, because glass is far more energy efficient than copper. CNBC’s Katie Tarasov explains what this deal could mean for the AI boom.

Produced and Shot by: Katie Tarasov
Edited by: Andrew Evers
Additional Camera: Magdalena Petrova, Marc Ganley
Senior Director of Video: Jeniece Pettitt
Additional Footage: Getty Images, Nvidia

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Corning And Nvidia Strike Massive AI Fiber Deal

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