Stock Market News
'PUMP AND DUMP': SEC cracks down on China-linked market manipulation
SEC Chairman Paul Atkins joins ‘Mornings with Maria' to discuss crypto regulation, market innovation and efforts to keep U.S. financial leadership onshore.
Top AI Stocks Have Room to Run
AI stocks have captured seemingly everyone's attention for a while. In some cases, the hype has been off the charts.
Average Software Stock Now Down Since Tariff Tantrum Lows
The average stock in the Russell 1,000 is still up roughly 37% since the April 8th tariff-tantrum low, but performance across industry groups has been eye-opening. After the sell-off we've seen in sof...
Don't Panic As We Clear Speculative Excess In Crypto, Metals, And Tech
The S&P 500 is nearing key support at its 200-day moving average, with a 7% correction likely setting up new all-time highs later this year. Rotation from overvalued large-cap tech into value sectors ...
The Stock Market Just Got Shaky. Where to Find Solid Ground.
Boring companies look a lot more interesting after an AI-driven rout in highflying tech shares.
The Super Bowl Means Beer and Snacks. These Stocks Are Going for a Touchdown.
Anheuser-Busch InBev and PepsiCo are among the beverage and snack companies advertising during this year's Super Bowl.
Jennifer Garner's Baby-Food Brand Hits the NYSE
Once Upon a Farm, co-founded by the actress and a veteran food executive, avoids preservatives and artificial ingredients.
The Great Substitution: Why Investors Are Skipping Bonds For Dividend Stocks
The Invesco S&P 500 Equal Weight ETF (RSP) is a compelling Strong Buy to capture the rotation from growth to dividend/value stocks in 2026. Capital is fleeing large-cap tech due to AI capex concerns, ...
Katie Stockton On Market Rotation, Tech Stock Weakness, And More
In this episode, Katie Stockton, founder and managing partner of Fairlead Strategies, breaks down what the charts are really saying about markets in 2026. Katie explains how technical analysis is shap...
CONFIRMATION FIGHT: GOP tensions ERUPT over Powell probe
Sen. Dave McCormick, R-Pa., joins ‘Mornings with Maria' to discuss stalled crypto legislation, Federal Reserve leadership and looming DHS funding deadlines on Capitol Hill.
The Market You Know Is Gone: How I'm Positioning For What's Next
AI-driven disruption is accelerating a market rotation from growth to value, with software and data services stocks facing heightened risk. AI is bifurcating the market into clear winners—like NVDA, e...
Two-decade high for Bank of America's ‘bull and bear' indicator points to stock-market peak, strategist says
Main St vs Wall St, Detroit vs Davos are some of the themes explored in Michael Hartnett's Flow Show this week. He sees a new world order, with new asset market leadership
5 Things To Know: February 6, 2026
CNBC's Becky Quick reports on the 5 things to know on February 6, 2026.
VC: The market has oversold software
Software stocks are being mispriced, Anish Acharya told CNBC, calling the sector “absolutely oversold.”
Most U.S. Bank Stocks Rallied In January
Most U.S. Bank Stocks Rallied In January
Wall St Week Ahead Tech stock shakeout clouds market ahead of economic data deluge
An artificial intelligence-driven shakeout in the heavyweight technology sector is set to keep stock investors on edge in the coming week while a barrage of data could shift focus to the health of the...
Private Markets' AI Panic: When ‘Recurring Revenue' Isn't
Investors are turning skeptical of private equity and loans premised on supposedly predictable results.
The Dark Side of A.I. Weighs on the Stock Market
The prospect of disruptions from artificial intelligence has hung over the economy for years. But this week advances in software tools precipitated a sell-off on Wall Street.
Nasdaq Index: E-mini Futures Eye 200-Day Moving Average as Tech Stocks Struggle
Tech stocks drag US indices today as Nasdaq 100 futures test the 200-day moving average, raising concerns over deeper losses in the stock market.
Jim Cramer: Why South Korea is the "hottest market" globally
Jim Cramer explains why South Korea is the hottest market in the world. Samsung and SK Hynix listened when Jensen Huang warned about a memory shortage.
Stock Market Today: Nasdaq Futures Slip; Bitcoin Steadies
Amazon in focus after huge AI spending increase prompts afterhours selloff
India and Brazil Are the Anti-AI Trade. Why Their Markets Are Ready to Shine.
East Asia is exposed to the artificial-intelligence selloff, but other parts of the developing world look insulated from those woes.
Whale's Insight: Policy Uncertainty Triggers Cross Asset Repricing
Following the January FOMC meeting, the Federal Reserve held the policy rate unchanged at 3.50%–3.75%. While the decision itself was widely expected, attention shifted to the nomination of Kevin Warsh...
Dow Tumbles Almost 600 Amid Earnings: Investor Sentiment Declines Further, Greed Index Remains In 'Fear' Zone
The CNN Money Fear and Greed index showed further decline in the overall market sentiment, while the index remained in the “Fear” zone on Thursday.
Tech-led selloff drags Asian stocks; Indonesia tumbles on Moody's outlook cut
South Korean equities extended declines on Friday as investors continue to retreat from tech stocks, while Indonesian shares fell over 2% after Moody's lowered the country's credit rating outlook, the...
Asian Stocks Fall Amid Growing Investor Anxiety Over Massive AI Capex Plans
In an indication of sharp swings in regional benchmark indexes, South Korea's stock-market regulator briefly halted trading on the main exchange.
Bitcoin Is The Noise, Google Is The Signal: Buying The 'Industrial Revolution'
The coming regime change at the Fed could squeeze excess out of the market. It may be starting with Bitcoin.
Why Kevin Warsh could bring a new outlook to the Fed
Allianz chief economic adviser Mohamed El-Erian and Unleash Prosperity principal Phil Kerpen discuss Kevin Warsh's nomination for Fed chair and how President Donald Trump's policies have impacted econ...
The Week Anthropic Tanked the Market and Pulled Ahead of Its Rivals
Once a distant second or third in the AI race, the company is pushing to the front with a focus on caution, coding and business clients.
This investing strategy offers higher odds of success with fewer sleepless nights
Diversification and discipline can reduce the risk of being stuck in the wrong place at the wrong time
Stocks Slide as Software Selloff Deepens; Bitcoin Falls | The Close 2/5/2026
Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are BNY Wealth's Sinead Colton...
Did Kevin Warsh Crash The Market?
Kevin Warsh's Fed chair nomination triggered a broad market sell-off, but fears of hawkish policy appear overstated. Despite Warsh's reputation as a monetarist, pragmatic policy—lower rates, SLR exemp...
The Software Rout Is Spreading Pain to the Debt Markets
The tech sector has an outsize presence in loan portfolios, raising the risk of contagion.
Job openings drop to lowest level since 2020
U.S. job openings fell to the lowest level in more than five years, another sign that the American labor market remains sluggish.
The Late 2020's Currency Debasement Market: Rotate Into Gold, Commodities, And Out Of U.S. Equities
Capital market leadership is rotating from the overvalued S&P 500 and mega-cap tech to commodities, gold, and non-US equities amid currency debasement and inflationary pressures. Commodities, particul...
Trillion-dollar tech wipeout ensnares all stocks in AI's path
Hundreds of billions of dollars were wiped off the value of stocks, bonds and loans of companies big and small across Silicon Valley, with software stocks at the epicenter. The spark for the selloff w...
Is Now the Time To Load Up on Bonds? Vanguard Thinks So
Vanguard is encouraging some clients to consider allocating more than 50% of their portfolios to bonds, according to the mutual fund giant's chief investment officer.
Ives Says He's Never Seen a Software Selloff Like This
Dan Ives of Wedbush Securities says he's never seen a structural software stock selloff like this in 25 years, but he's still bullish on tech stocks. He speaks on "Bloomberg The Close."
January layoffs hit highest level since 2009 as monthly job cuts surge
Challenger report shows 205% jump from December as healthcare, transportation and technology companies scale back workforce.
Growth Scare Hits Markets Edgy From Tech Selloff
Weak job data and deepening AI anxiety pushed the S&P 500 into the red for the year.
GOP Senators Cast Doubt on Powell Probe, Hope to Move Warsh Along
Republicans on the Senate Banking Committee are raising doubts over the Justice Department's investigation into Federal Reserve Chair Jerome Powell. It's important because Senator Thom Tillis says he'...
An AI Fight Is Threatening the Market. How to Avoid Getting Hurt.
Tech is ailing while other sectors are holding up. How to stay safe and avoid the AI knife fight.
How exposed are software stocks to AI tools? We put vibe-coding to the test
CNBC put the AI threat to software companies to the test by vibe-coding a version of the tools from Monday.com. Silicon Valley insiders say the most exposed software names are the ones that "sit on to...
Opinion | How Kevin Warsh Could Make the Fed Great Again
Restoring independence and credibility means getting politics out of central banking.
Sen. Warren and Treasury Sec. Bessent spar over affordability and the Fed
President Trump joked that he may sue his Fed chair nominee, Kevin Warsh, if he doesn't lower rates the way the president wants. In a heated exchange with Senator Elizabeth Warren (D-Mass.
'The market's in seek and destroy mode': The new AI model scaring lawyers and legal firms
Anthropic, one of the biggest and most influential tech companies in the world, is launching a new model: Claude Opus 4.6.
Dan Ives: The Tech Sell-Off Is a ‘Clear Buying Opportunity'
Wedbush's Dan Ives reveals why he's still bullish on AI despite tech being the worst-performing sector this year, which names he's buying, and why Microsoft could be a generational opportunity. 00:00 ...
AAII Sentiment Survey: Neutral Sentiment Jumps
Bullish sentiment decreased 4.7 percentage points to 39.7%. Neutral sentiment increased 6.5 percentage points to 31.3%.
The U.S. job market is off to a rough start in the new year, with companies announcing more layoff
Ahead of the government's delayed January jobs report, a mix of other federal and private data points to a rough start to the new year.
Another Red Wave - Dow Jones And Nasdaq Higher Time Frame Outlook
Stock benchmarks now all drag lower after the past few sessions of divergence. With recent Tech sector outflows, risk assets are taking a hit.
Atlanta Fed's Bostic Makes the Case for Keeping Interest Rates Steady
“For me, inflation has been too high for too long,” Bostic said.
Anthropic's New Model Can Run Financial Analyses. Financial Data Stocks Tumble.
Anthropic introduces its new Claude Opus 4.6 model as a way to conduct research and build spreadsheets.
Trump would decide whether to investigate Fed pick Warsh over refusal to cut rates: Bessent
Under questioning from Sen. Elizabeth Warren, Treasury Secretary Scott Bessent would not rule out the potential for a DOJ investigation into Federal Reserve Chair nominee Kevin Warsh over interest rat...
The Next Big Market Rotation Has Begun
A major rotation is happening under the surface. The real winners may surprise almost everyone.
Anthropic releases AI upgrade as market punishes software stocks
Technology startup Anthropic on Thursday launched what it called an improved artificial intelligence model, days after its product advances helped kick-start a selloff of traditional software stocks.
Steady bond market shaken by jitters over the job market, U.S.-Iran nuclear talks
U.S. government debt was getting a bid on apparent safe-haven demand Thursday, driven by fresh concerns about the labor market.
Bitcoin's 45% Plunge Is A Warning Of A Bigger Liquidity Problem
Liquidity is draining from markets, with Bitcoin down ~45% since October and further declines likely as liquidity pressures persist. The Treasury's higher TGA targets and ongoing debt issuance are dra...
January layoffs rose to the highest level for the month since 2009
Major employers including UPS and Amazon announced significant job cuts in January, with transportation and tech sectors leading the nationwide layoffs surge.
Nearing retirement? Stocks seem safer right now than they really are.
Investors who want to buy bonds have an embarrassment of options.
Stocks plunge on AI spending fears as tech rout on Wall Street deepens
In midday trading, the Dow Jones Industrial Average plunged nearly 400 points, or 0.8%, to 49,113.
AI "Disruption" to Continue as Investors Search for "Dull, New" Stocks
"Disruption" is the new word the AI trade needs to get used to, according to @CharlesSchwab's Liz Ann Sonders. She explains how the weakness in labor ties into the "cultivating" phase of tech.
Just A Healthy Correction Or The Start Of A Bear Market?
Recent violent corrections in silver, gold, and Bitcoin signal a risk-off environment and potential contagion to equities. Despite near-term volatility, I view this as a healthy pullback and am accumu...
US job openings dropped to a five-year low in December 2025, report shows
Data from November 2025 was also revised lower amid a softening in labor market conditions at the end of the year
Jefferies' Brent Thill: The amount of skepticism and negativity around tech is ‘ultra high'
Brent Thill, equity analyst at Jefferies, joins 'Squawk on the Street' to discuss Alphabet's latest earnings report, the impacts of artificial intelligence on the job market, and more.
Surging jobless claims and big layoff announcements are not signs of a collapsing labor market. Here's why.
Unemployment is still very low and is likely to stay that way.
U.S. Jobs Disappear At Fastest January Pace Since Great Recession
January was the worst start to a year for job cuts in the United States since 2009, with high-profile layoffs at UPS and Amazon fueling a tumultuous beginning to 2026 on the labor market, according to...
KG: JOLTS Down Justifying Rate Cuts, VIX Spike "Near the End" & Silver's Flush
Kevin Green offers a full-picture analysis on Thursday's market action, starting with the JOLTS report showing a downtick. He makes the case it opens the door for more interest rate cuts from the Fed.
U.S. Economy Shed Nearly 1 Million Job Openings Last Year
The number of open jobs in the U.S. economy fell to just over 6.5 million in December from about 7.5 million at the end of 2024, evidence of how demand for workers has sputtered in an uneven labor mar...
These New Indexes Track Private Market Funds. Performance Is Mixed.
Morningstar and PitchBook have developed a series of indexes to track the performance of the growing number of semiliquid funds investing in private markets.
Quarterly Refunding To Overload Treasury Bills
The U.S. Treasury will maintain current coupon auction sizes, funding incremental needs with a surge in T-Bill issuance—45% of new cash this quarter. Treasury Secretary Bessent is avoiding long-term d...
Job openings sink to a post-pandemic low. The economy is barely adding any new jobs.
The number of job openings in December fell to the lowest level in eight years if the pandemic era is excluded, underscoring the fragility of the U.S. labor market as the new year got under way.
Investor Days To Watch: What Utilities, Energy, Industrials, And Banks Could Tell Markets
The bull market has broadened out, and several non-tech Investor Days, Analyst Days, and Business Updates could offer color on the Main Street economy. Improved manufacturing sentiment sets the stage ...
Nasdaq 100 and S&P500: Tech Stocks Slide as AI Spending Hits US Stocks Today
Tech stocks drag the S&P 500 and Nasdaq 100 lower as AI spending fears, weak forecasts, and alarming layoff data weigh on US stock market sentiment.
US stocks open lower as Nasdaq falls 0.6% and tech selloff deepens
US stocks head into Thursday's session on the back foot after another bruising tech selloff knocked Wall Street's most popular trades off their pedestal. The S&P 500 dropped around 0.46%, while the Na...
US Companies Announce Most January Job Cuts Since 2009
US companies announced 108,435 job cuts in January, a 118% increase from a year earlier, marking the largest number of job cuts for any January since the depths of the Great Recession in 2009, accordi...
US Jobless Claims Jump in Week Impacted by Severe Weather
Applications for US unemployment benefits increased by 22,000 to 231,000 in the final week of January, rising by more than forecast. Michael McKee reports on Bloomberg Television.
US jobless claims climb amid storms, but labour market holds steady
The number of Americans filing new applications for unemployment benefits rose more than expected last week, highlighting short-term disruptions from severe winter weather even as the broader labour m...
It's BDC Shopping Time
BDC sector valuations have reset to 20%+ discounts to NAV despite no new negative earnings data. The recent BDC selloff is driven by market fears of rising credit risk linked to AI disruption in SaaS ...
Is Value's Outperformance The Precursor To A Bear Market?
Value stocks are outperforming growth, with the Russell 1000 Value Index beating Growth by 14% since November. Current macroeconomic fundamentals are stronger than in past downturns; value outperforma...
U.S. Jobless Claims Rose Last Week
U.S. jobless claims rose more than expected last week, but still showed no major red flags in the labor market.
Here's the smart way to play the stock market's Super Bowl Indicator
Bulls want the Seahawks; bears cheer the Patriots. Why you shouldn't worry if your team loses.
January layoffs jump to the highest level since 2009, says Challenger
US job cuts in January hit a 17-year peak. US employers announced 108,435 job cuts in the first month of the year.
HEDGE FLOW Hedge funds hit by AI sell-off, Goldman Sachs says
Big hedge funds that trade in stocks had their worst day in almost a year on Wednesday as crowded trades lost value in the tech-driven selloff, Goldman Sachs said in a note to clients released after t...
These 6 great stocks are bargain-priced right now — and a much better bet than Big Tech
Here's what value-stock pro Bill Nygren is holding in the ETF he manages.
Layoffs hit their worst January levels since 2009, Challenger says
U.S. employers announced 108,435 layoffs for the month, up 118% from the same period a year ago and 205% from December 2025. The total marked the highest for any January since 2009.
I Haven't Been This Bullish In Years - The Great Rotation Is Finally Here
I see a regime change underway, with capital rotating from Big Tech into cyclical value sectors like industrials, energy, housing, and transportation. Key leading indicators, including the ISM Manufac...
US software stocks stabilize after bruising selloff on AI disruption fears
Software and data services stocks stabilized on Thursday after a bruising selloff, as investors looked for clues on whether fast-advancing artificial intelligence tools are starting to dent demand for...
What this famed short seller is waiting for before betting against AI stocks
Muddy Waters' CEO Carson Block says investors need to bide their time before trying to short the AI revolution.
Stock market winners suffered their worst day in six years. What made the move unusual, according to Goldman.
High beta momentum names dive amid tech rout
Morning Bid: Selling begets selling
What matters in U.S. and global markets today
Warsh may struggle to lay down new rules of the road for Fed
In the 15 years since leaving the Federal Reserve, Kevin Warsh has lectured often that the ideal central bank is one with the smallest possible footprint in the economy, focused intently on controllin...
Bessent was ‘holding up a mirror' to lawmakers, economist argues
EJ Antoni, The Heritage Foundation Chief Economist, discusses Treasury Secretary Scott Bessent's congressional hearing on ‘The Bottom Line.' #fox #media #breakingnews #us #usa #new #news #breaking #fo...
Eurozone Retail Sales Sank at End of 2025
Sales fell more than expected in December, as the rebound in household spending that is expected to help the economy in 2026 remains fragile.
Global Markets Mixed After Tech Selloff; Bitcoin Hits 16-Month Low
Futures for the tech-heavy Nasdaq were up after a selloff in technology stocks on valuation concerns and rising artificial intelligence-related costs.
Global Rounds Of Funding Value Jumps 34% In January, Led By X.AI
Global private equity and venture capital funding rounds in January totaled $45.54 billion, with AI firm X.AI LLC accounting for 44% of the value, according to S&P Global Market Intelligence data. In ...
Mass layoffs fuel fears of ‘death spiral' at Washington Post
On Wednesday, storied newspaper axed nearly one-third of company after earlier unpopular moves by owner Jeff Bezos
Nasdaq sinks for second day as AI jitters prompt massive tech sell-off
The Nasdaq suffers back-to-back losses of more than 1 per cent for the first time since April following a massive tech sell-off that sees almost $1tn wiped from tech stocks as A.I. related concerns re...
Insurance Brokers Q4 2025 Update
After years of steep increases, property insurance rates, especially in E&S and Reinsurance, are falling due to a quiet hurricane season and an influx of capital. Now that valuations have come down in...
Nasdaq Tumbles 350 Points Amid Decline In Software Stocks: Investor Sentiment Declines, Greed Index In 'Fear' Zone
The CNN Money Fear and Greed index showed a decline in the overall market sentiment, while the index remained in the “Fear” zone on Wednesday.
Global Tech Stock Selloff Deepens
A slump in technology stocks spread into Asia as growing anxiety over frothy valuations and massive artificial intelligence spending drove investors to trim exposure. Bloomberg's Mark Cranfield report...