Stock Market News
President Trump posts cartoon image depicting him firing Fed Chief Powell
Trump has repeatedly criticized Powell for his cautious approach to cutting interest rates, nicknaming him "too late Powell."
Tariffs are “horrific” for the dining industry, Chef @AndrewZimmern says.
@AndrewZimmern "I think that's the reason we're seeing spikes in food prices."
'Spectacular' AI growth is creating a serious labor market problem for Fed, Jefferies' David Zervos warns
Long-time market bull David Zervos is worried the Federal Reserve is dangerously ignoring the artificial intelligence boom's fallout.
What are stock buybacks & how do they work?
Yahoo Finance Markets and Data Editor Jared Blikre, who also hosts Yahoo Finance's Stocks in Translation podcast, explains corporate buybacks and why companies repurchase their own shares.
The resilient stock market may be keeping the economy out of a recession
Stock market growth that seems impervious to tariffs, politics and a moribund jobs picture is in turn powering consumer spending and putting a floor under the economy. The University of Michigan consu...
The AI hype is starting to fade on Wall Street. Here's what investors need to know.
It might not seem like much based on the action in markets, but doubts about the durability of the artificial-intelligence trade were having a moment on Wall Street this week.
Recession seems far off — that's the good news. Yet the economy is also far from trouble-free.
Enough trouble spots emerged in the U.S. economy to coax the Federal Reserve to cut interest rates last week — but it turns out the news isn't all that bad.
Even smaller tech stocks are getting expensive. But these sectors could be your next big win.
The rally in small-cap stocks isn't nearly as broad — or as healthy — as it appears.
What Moved Markets This Week
Wall Street snapped a three-week win streak on Friday, as sentiment took a hit after some positive economic data and conflicting remarks from Federal Reserve speakers dented interest rate cut expectat...
Fed's favored inflation gauge climbs slightly in August
The Federal Reserve's favored inflation gauge accelerated slightly in August from a year earlier.
Wall Street rebounds after a 3-day slump, boosted by PCE report
Most U.S. stocks are rising Friday after a report showed that inflation is behaving roughly as economists expected, even if it's still high.
Trump's New Pharma, Truck Tariffs: Terrible Or Toothless?
Add heavy trucks and pharmaceuticals to the long list of imports President Trump has targeted for tariffs in his quixotic battle to rid the nation of its $1 trillion annual trade deficit.
Weekly Commentary: Canary?
For the week, KKR sank 10.0%, Ares Management 7.6%, Blackstone 6.6%, and Apollo 4.7% - for the most part, the largest weekly declines since April's 'liberation day' losses. New bond sales in the US ju...
Insurers Closing Out Underwhelming Q3 On Wall St.
Property and casualty insurers' stocks limped to the finish line of an up-and-down third quarter in the market, despite some impressive gains recorded by large-cap insurers. The S&P 500 P&C Index was ...
Chart Of The Day: Who's Winning, Who's Losing As We Close Out Q3
We're in the waning days of the third quarter – and that means the year-end sprint is about to begin. The MoneyShow Chart of the Day shows the performance of the 11 S&P 500 sector SPDR funds from the ...
Tariff Impact Is Muted Because of What Companies Are Doing. What Happens Next.
The bottom line is that aggregate corporate margins remain at high levels, and consumers have been largely shielded from rising prices.
Markets Weekly Outlook - Getting Ready For September NFP Week
A week dominated by central bank communications and seasonal dynamics kept investors on edge, even as the UN General Assembly passed without major geopolitical surprises except for some memorable US P...
'THEY CAN'T COUNT': Steve Moore shares his frustrations with Fed economists
Panelists Steve Moore and Kevin Brady break down U.S. economic data and the impact of President Donald Trump's policies on 'Kudlow.'
I think you should stop being swayed by AI negativity, says Jim Cramer
CNBC's Jim Cramer discusses the day's market action, the possibility of a market bubble in AI stocks and more.
I trust Jensen Huang's judgement, father of generative AI: Jim Cramer
CNBC's Jim Cramer discusses the day's market action, the possibility of a market bubble in AI stocks and more.
No aggressive Fed rate cuts unless labor market really deteriorates, says Peter Boockvar
CNBC's “Fast Money” team discusses new inflation data, the likelihood of the Federal Reserve's interest rate cuts and what may be next for the U.S. economy with Peter Boockvar, chief investment office...
Big Tech's Credit Power Is Staggering, $Trillions Ready To Flow Into Data Centers
Data center CAPEX projected to surpass $1.2T by 2029, fueled by hyperscaler AI infrastructure buildouts. Top six tech firms hold $2T spending power in my opinion, combining borrowing capacity and cash...
Consumer Sentiment Slide Points to Spending Shifts Ahead
Consumer sentiment has always been more than a mood measure. It shapes how households decide whether to spend, save or delay purchases, and even how they think about the security of their jobs.
Jobs report will be most important market event next week, says Vital Knowledge's Adam Crisafulli
CNBC's “Closing Bell Overtime” team discusses what to watch next week with Adam Crisafulli of Vital Knowledge.
All S&P Sectors Close Higher | Closing Bell
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Vonnie Quinn, Carol Massar and Tim Stenovec.
Not just AI input trade, its more about broader tech sector: HSBC's Rasco
CNBC's “Closing Bell Overtime” team discusses the AI trade and what may be next for tech stocks with Jose Rasco, chief investment officer of Americas with HSBC.
US dollar at risk if Trump can sway Fed to more dovish stance, says PGIM exec
The risk that pressure from U.S. President Donald Trump could shift the Federal Reserve to an overly dovish stance is the main near-term concern for the U.S. dollar, said a senior executive at U.S. as...
Review & Preview: Spending Splurge
The latest economic reports show that spending growth is outpacing income gains. That trend won't last forever.
The AI trade increasingly hinges on OpenAI — and that's a big risk for the entire market
“Be careful.” That's one Wall Street pro's advice as AI spurs a wave of debt offerings and consumer backlash.
Treasury Secretary counselor Joseph Lavorgna: People who worried about the tariffs were wrong
Joseph Lavorgna, counselor to the Treasury Secretary, discusses the impact of tariffs on inflation.
Stocks Rise After Investors Brush Off Sticky Inflation, Tariffs
Major indexes snapped a three-day losing streak.
Markets won't care if Trump fires Fed Governor Cook, DOJ tells Supreme Court
Markets won't care if Trump fires Fed Governor Cook, DOJ tells Supreme Court
Exclusive: Trump mulls tariffs on foreign electronics based on number of chips, sources say
The Trump administration is considering imposing tariffs on foreign electronic devices based on the number of chips in each device, according to three people familiar with the matter, as it seeks to d...
The Technical Setup Speaks to More Upside for Stocks Into Year End
Major indexes present a compelling risk/reward opportunity.
Tame inflation and stronger real growth are good signs for stock market: WisdomTree's Jeremy Siegel
Jeremy Siegel, Wharton professor emeritus and WisdomTree senior economist, joins 'Closing Bell' to discuss the latest PCE report, if the Fed should deemphasize inflation and much more.
Options market doesn't show worries about govt. shutdown or a rally pause, says KKM's Jeff Kilburg
Jeff Kilburg, KKM Financial CEO, joins 'Power Lunch' to discuss Kilburg's thoughts on equity performance as the third quarter ends, if stocks are too richly valued and much more.
Tactical Rules Continue to Signal Risk-On
Flashing Green Light – Anchored by a Dovish Fed SUMMARY The Fed is on the investor's side, taking a dovish stance to stabilize the labor market. The Trend remains positive, creating additional opportu...
Division At The Federal Reserve | Real Yield 9/26/2025
"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: Wolfe Research Chief Economist Stephanie Roth, Merrill and Bank of America Private Bank Head of Fixed Income ...
Trump Expands Tariffs Beyond Supreme Court's Reach
The president's tariffs on foreign drugs and furniture rely on national security laws outside the scope of current lawsuits.
U.S. 10-year bond yield nears key level
CNBC's Rick Santelli reports on the latest news regarding bond markets.
People who worried about the tariffs were wrong, says Treasury Secretary counselor Joe LaVorgna
Joe LaVorgna, counselor to Treasury Secretary Bessent, joins 'Power Lunch' to discuss the day's inflation data, the impact of tariffs and much more.
Nasdaq Gains 100 Points; US Consumer Sentiment Falls
U.S. stocks traded higher toward the end of trading, with the Nasdaq Composite gaining around 100 points on Friday.
Mobius' Favorite Global Markets For 2025-2026
Mobius explains why China is outperforming India, how Japan's corporate reforms are creating new opportunities, and why Taiwan and Vietnam remain hotspots for tech and manufacturing. He also highlight...
Wall Street Fears a Market Bubble. How to Trade One.
The S&P 500 is trading at about 26 times aggregate earnings for the last 12 months, which is in the top decile since 1960.
The biggest mistake investors make in every market rally
Here's why you shouldn't try to outsmart the market.
Record High Stock Buybacks Could Hint At An AI Bubble
Big tech companies like Meta, Alphabet, and Microsoft are flush with cash, fueling record stock buybacks and massive AI investments. Surging AI spending may be driven by FOMO and a lack of other profi...
Why Stock-Pickers Could Lead The Coming Decade
The S&P 500 is historically expensive. It is pricing in massive AI gains, but most stocks outside the Magnificent 7 remain undervalued for potential AI-driven efficiency.
Near-term digestion of market gains is appreciated and hoped for, says CFRA's Sam Stovall
Sam Stovall, CFRA Research chief investment strategist, joins 'The Exchange' to discuss Stovall's thoughts on potential market fatigue, a potential year-end rally and much more.
President Trump announces new tariffs: Here's what you need to know
The Investment Committee debates what the new tariffs announced by Trump means for the market and your money. We have full team coverage with CNBC's Eamon Javers and Emily Wilkins with the latest.
Are AI investors in for a rude awakening? Elevation Partners' Roger McNamee weighs in
Roger McNamee, Elevation Partners co-founder, joins CNBC's 'Money Movers' to discuss his concerns around AI, what investors need to know, and much more.
Trump Administration implements a host of new tariffs
From furniture to pharmaceuticals. Transcript: President Trump was up late last night - posting about new tariffs.
Raise Cash: Jerome Powell Sounds The Valuation Alarm On Stocks
Federal Reserve Chairman Jerome Powell's comment that stocks are "fairly highly valued" signals a serious warning for investors amid excessive market bullishness. Multiple valuation metrics—including ...
Bond King's Dire AI Warning: A Major Market Reversal Could Be Coming
The "Bond King" recently sounded a dire warning for the AI sector. Trillions of dollars of wealth could be wiped out quickly if his concerns turn into reality.
Former CEA chair: Protecting Fed independence is critical for U.S. and global economy
Jared Bernstein, former CEA chair, joins CNBC's 'Money Movers' to discuss the brief submitted by former top U.S. economic officials in support of Fed governor Lisa Cook and what the risks of Federal R...
Bitcoin's Weakness Warns Of Liquidity Trouble For Stocks
Liquidity stress is rising as Federal Reserve reserves remain low and the reverse repo facility is depleted, tightening overnight funding markets. SOFR spreads are widening and becoming more volatile,...
Day trading is about to get a lot easier for beginners. Things could get ugly.
Finra voted to remove the $25,000 barrier for its pattern day-trading rule.
Presidnet Trump announces new tariffs on pharma, big trucks, furniture, kitchen supplies
CNBC's Eamon Javers joins 'Money Movers' with the latest news from the White House.
DWS Group's David Bianco: Stay with tech, but pick the winners & look elsewhere
David Bianco, DWS Group Americas CIO, joins CNBC's 'Money Movers' to discuss whether he buys into the broadening trend, sectors he's keeping an eye on, and more.
Mark Zandi: From a market perspective, government shutdown is 'no big deal'
Moody's Mark Zandi joins CNBC's 'Squawk on the Street' to discuss the potential impact to markets and macro from a government shutdown.
Here's what a government shutdown could mean for the economy
CNBC's Emily Wilkins joins 'Squawk on the Street' with details about what a government shutdown could mean for the economy.
Solus' Dan Greenhaus: Government shutdown 'doesn't matter at all' for markets
Dan Greenhaus, Solus Alternative Asset Management chief strategist and managing director, joins CNBC's 'Squawk on the Street' to discuss market outlooks.
Week Ahead for FX, Bonds: U.S. Jobs Data in Focus
Investors will hone in on U.S. jobs data, where any signs of weakness could reignite prospects of a series of interest-rate cuts in the months to come.
The Haves And Have Nots
The market continues to hover near all-time highs. On the surface, the U.S. economy appears strong, with Q2 GDP growth just being revised up again.
Patrick Moorhead: Trump admin floating tariffs as U.S. lacks enough chip capacity
Moor Insights & Strategy CEO and chief analyst Patrick Moorhead joins CNBC's 'Squawk on the Street' to discuss U.S. chip policy, Nvidia's vendor financing, and why American leadership in semiconductor...
"No Surprise" Good for PCE, Economic "Cracks" Still Show
An in-line PCE print is good for the big picture of markets, says @CharlesSchwab's Collin Martin. However, he says the "engine" of the economy still needs more juice before he raises a green flag for ...
This is flying under the radar but could yield risk-off moves in popular tech stocks, says Bank of America
Bank of America strategist are watching several riskier asset plays for signs of stress. If that happens, momentum for popular trades such as tech stocks could wane.
Trump announces new tariffs on pharma, big trucks, furniture and kitchen supplies
President Donald Trump on Thursday announced a slew of new tariffs on pharmaceuticals, big tricks, furniture and kitchen supplies. CNBC's Eamon Javers has the details.
Consumer sentiment comes in at 55.1 vs. 55.4 estimated
CNBC's Rick Santelli joins 'Squawk on the Street' with the latest economic data to cross the tape.
Stocks buck September effect, plus how August's inflation data could impact rate cuts
Stocks buck the September effect, plus how August's inflation data could impact rate cuts Opening Bid host Allie Canal breaks down the latest market moves for September 26, 2025. September is typicall...
Americans More Pessimistic About U.S. Economy—Job Market, Inflation Worries Deepen
Americans' concerns about the economy worsened this month as consumers expressed growing concerns about rising prices and a weakening labor market, according to the University of Michigan's widely tra...
US consumer sentiment drops in September, but wealthier households stay steady
US consumer sentiment weakened in September, underscoring households' unease over persistent inflation and a softer labour market outlook. The University of Michigan's final Consumer Sentiment Index f...
Consumer Sentiment Warning Flag & Next Week's Headwinds
The latest consumer sentiment report showed lower-than-expected numbers, and as Kevin Green points out, the tick down included members of the GOP party. Kevin explains why the indication is interestin...
If the stock market's 3-day drop freaked you out, ‘you're taking too much risk'
Stocks were on track Friday to snap a three-day losing streak that may have felt worse to investors than history indicates it should, according to analysts at Bespoke Investment Group.
Smith: Consumers have been extraordinarily resilient this year
Mark Smith, Senior VP & Portfolio Manager at Wells Fargo Advisors, says resilient consumers, cash on sidelines, and strong demand for semiconductors shape market outlook.
Walser: PCE Shows Intact Rate Cutting Cycle, A.I. Monetization Just Beginning
@walserwealth's Rebecca Walser says there's "nothing in the data" from Friday's PCE suggesting that Fed Chair Jerome Powell needs to lean more dovish but adds that interest rate cuts are still on the ...
Aug PCE inflation data matches estimates, how Trump's new tariffs could impact markets and business
Morning Brief anchor Julie Hyman breaks down the latest market moves for September 26, 2025. August core PCE inflation data was 2.9% on an annual basis, which was in line with expectations.
The Impact On The Economy And Markets Of The Looming Government Shutdown
Congress is required to pass a budget annually, but has failed to do so on time in 94% of the past 33 years. Government shutdowns are rare, typically resolved quickly, and have a modest, temporary eco...
Consumer Sentiment Fell in September, According to University of Michigan Survey
The monthly survey's sentiment index fell to 55.1 in September, from 58.2 in August amid worries about high prices and the labor market.
‘People have predicted dollar doom for decades. What makes this time actually different?
“You keep pushing bitcoin as some kind of salvation, but it crashes 75% regularly.”
Bullard Expects Fed to Cut Rates at Next Two Meetings
Former St. Louis Federal Reserve President James Bullard says he expects the Fed to cut interest rates at the next two meetings. He speaks on "Bloomberg Surveillance.
US Personal Spending Rises More Than Expected in August
US personal spending rose in August by more than forecast as underlying inflationary pressures held steady. Inflation-adjusted consumer spending rose by 0.4% for a second month.
The Stock Market Is Up, but the Dollar Is Down. What It Means for You.
Morgan Stanley notes that the dollar's drop this year is the biggest decline since 1973 and says the greenback “could lose another 10% by the end of 2026.”
Dow Jumps Over 250 Points; Fed's Key Inflation Gauge Remains Hot
U.S. stocks traded higher this morning, with the Dow Jones index gaining more than 250 points on Friday.
US equity funds draw weekly inflows as AI boost sparks renewed demand
U.S. equity funds attracted fresh cash in the week to September 24, snapping two-weeks of outflows, as risk sentiment improved following Nvidia's announcement of a potential $100 billion investment in...
US core PCE inflation holds at 2.9% in August as Fed weighs further rate cuts
The Federal Reserve's preferred inflation gauge showed little progress in August, a trend that is expected to keep the central bank on course for upcoming interest rate cuts. The Commerce Department r...
Tired of Paying Investment Taxes? There's an ETF for That
New funds try to defer tax payments but don't yet have a proven record.
US stocks open higher: Dow up 200 points, S&P climbs 0.2%
US stocks edged higher on Friday after the release of closely watched inflation data that met expectations and reinforced bets on further interest rate cuts from the Federal Reserve. The S&P 500 rose ...
Trump announces more tariffs, reportedly to ask chipmakers to manufacture more in US
Morning Brief: Market Sunrise anchor Ramzan Karmali breaks down the latest market news for September 26, 2025. President Trump unveiled a new round of tariffs that will take effect on October 1.
Former Cleveland Fed President Mester on August PCE data: This isn't really good news for the Fed
Former Cleveland Fed President Loretta Mester joins 'Squawk Box' to discuss the August PCE inflation data, impact on the Fed's interest rate outlook, state of the economy, and more.
Fed's preferred inflation gauge rises 2.7% in August
Personal consumption expenditures inflation rose 2.7% in August over the past 12 months, according to data released Friday.
Fed's favored inflation gauge shows consumer prices remained elevated in August
The Commerce Department released the August PCE inflation data which showed that inflationary pressures remained well above the Fed's 2% target last month as tariffs push prices up.
SPX Hovers Near Key Support, Pharmaceutical & Truck Tariffs Add Pressure
Pressure on markets have pushed the SPX closer to its 20-day SMA, which Kevin Green considers a critical level to hold bullish momentum. He also points to 100% tariffs on some imported drugs and, 25% ...
High Inflation Persisted In August As Spending Slowed
The latest inflation reading comes one week before September's jobs report is released by the Bureau of Labor Statistics. Wall Street anticipates the unemployment rate to remain at 4.3% as the U.S. is...
Core inflation rate held at 2.9% in August, as expected - Fed's gauge shows
CNBC's Rick Santelli joins 'Squawk Box' to break down the August PCE inflation data.
Consumer spending is strong again — and the U.S. economy is all right
High tariffs, lingering inflation and more trouble finding a job apparently haven't been enough to throw consumers into funk. Americans increased spending again in August to help keep the U.S. economy...
A Third Down Day On Better Than Expected Data
Major indexes declined for a third day despite strong economic data, as investors worry solid growth delays Fed rate cuts. Odds of two Fed rate cuts by year-end have dropped to 60%, with upcoming PCE ...
The economy continues to have a tremendous amount of momentum, says Morgan Stanley's Daniel Skelly
Daniel Skelly, Morgan Stanley Wealth Management managing director, joins 'Squawk Box' to discuss the latest market trends, state of the economy, how long the current bull market can last, why he likes...
Core PCE Inflation Stays at 2.9% in August, Matching Forecasts and Keeping Fed Cautious
Core PCE held at 2.9% y/y in August, matching forecasts. Sticky inflation and strong spending keep the Fed on hold.
Fed's Barkin on Eco Data Risks, Business Uncertainty, Neutral Rate
Federal Reserve Bank of Richmond President Tom Barkin said “the downside is relatively limited” on risks to employment and inflation and discussed an improving view on uncertainty impacting businesses...
Inflation rises again, PCE shows, but not enough to alarm the Fed
Prices aren't rising so fast as to postpone rate cuts