Stock Market News
Gaming association says states have lost $1 billion in tax revenue due to prediction markets
The American Gaming Association now estimates states have missed out on $1 billion in tax revenues due to the rise of prediction markets. President and CEO Bill Miller believes the platforms are curre...
S&P 500 Slips as U.S.-Iran Escalation Threatens Fragile Ceasefire
The S&P 500 (SPX) is trading slightly lower on Thursday following a series of tense military exchanges between the U.S. and Iran. On Wednesday evening, Iran launched five one-way attack…
Goldman's Wheeler Sees 'Generational Opportunity' in AI
Miriam Wheeler, Goldman Sachs global head of leverage finance, says investors are focused on hard assets associated with the infrastructure buildout of artificial intelligence and this is a "generatio...
First-quarter GDP chopped to 1.6%. Here's why — and what it tells us about the economy.
The U.S. economy wasn't all that great in the first three months of the year. But it wasn't terrible, either.
Nasdaq 100, Dow Jones 30 and S&P 500 Forecasts – US Indices Continue to See Volatility
US indices continue to be very choppy in pre-market trading on Thursday, as the markets continue to watch the interest rate markets very closely. At this point, I remain bullish but recognize that the...
Dow slips 190 points as oil jumps, inflation data eases Fed concerns
Wall Street traded mixed on Thursday as investors weighed softer-than-expected monthly inflation data against escalating geopolitical tensions between the United States and Iran, which pushed oil pric...
U.S. Jobless Claims Rose Last Week
U.S. jobless claims rose last week, a sign the labor market remains tentative amid economic uncertainty from the war in Ira
Dow Jones Wavers as PCE Inflation Volleys to 3-Year High
The Dow Jones (DJIA) is set to open Thursday slightly lower following an inflation update from the Bureau of Economic Analysis (BLS). In April, the Personal Consumption Expenditures (PCE) Index rose 0...
US core capital goods orders fall in April
New orders for key U.S.-manufactured capital goods unexpectedly fell in April after hefty gains in the prior months, but demand remains underpinned by an artificial intelligence spending boom.
Fed's favored inflation gauge remained elevated in April
The latest PCE inflation data was released by the Commerce Department and showed that inflation rose and remained elevated in April due in part to the Iran war's impact.
Iran War Keeps Fed's Inflation Gauge Above Inflation Target
The Fed's preferred gauge of monthly price increases grew at a slower pace in April but still remained above its preferred target rate.
April Durable-Goods Orders Beats Forecasts
Orders for durable goods grew at a strong pace in April, a second consecutive monthly increase, the Commerce Department said Thursday.
Centerview's Blair Effron on state of M&A, IPO pipeline and impact of AI
Blair Effron, Centerview Partners co-founder, joins 'Squawk Box' to discuss the latest market trends, state of M&A, IPO pipeline, impact of AI, and more.
Stock Futures Fall on Surging Oil Prices; Investors Assess April Inflation Data
U.S. stock futures fell on Thursday morning amid rising oil prices and renewed tensions in the Middle East. Meanwhile, investors assessed April inflation data. Notably, the personal consumption expend...
The U.S. economy grew more slowly during the first three months of the year, updated government data showed Thursday
The economy grew at a 1.6% annual rate in the first quarter, down from the initial reported pace of 2%.
Consumer spending looks strong, but higher inflation is a big reason why
Americans get less bang for their bucks
Core inflation hit an annual rate of 3.3% in April, as expected, Fed's preferred gauge shows
The PCE price index for April was expected to show an annual inflation rate of 3.8% for all items and 3.3% for core.
Inflation escalates to 3-year high. And it might get worse before it gets better.
The main inflation barometer preferred by Federal Reserve rose to a three-year high in April and it could rise even higher, posing a stiff challenge for households, businesses and the broader U.S. eco...
Crypto Liquidations Hit $934 Million as New U.S. Strikes on Iran Shock Markets
The crypto market suffered a massive $934 million meltdown over the last 24 hours after the U.S. military launched a new round of airstrikes inside Iran. This sudden military escalation…
Wall Street wants the Iran war to end, but it's also the reason why it isn't ending: Amos Hochstein
Amos Hochstein, TWG Global managing partner and former Biden White House senior advisor, joins 'Squawk Box' to discuss the latest developments in the ongoing Iran conflict, state of U.S.-Iran negotiat...
Oura launches Ring 5, world's smallest smart ring, as it heads towards IPO
Finnish-US startup has sold 5.5m rings worldwide since it was founded in 2013 and is valued at $11bn
A new Oura ring is coming — and the CEO believes it will make doctors take the trendy wearable seriously
“The body doesn't lie
Why Beauty Is The Hottest Bet In Consumer M&A
The first half of 2026 has already seen its fair share of M&A transactions across the consumer goods world. Unilever acquired vitamin gummies brand Grüns for $1.2 billion, while Henkel announced its a...
The opportunity to diversify outside the U.S. is among the greatest in history: Mary Ann Bartels
Mary Ann Bartels, Sanctuary Wealth chief investment strategist, joins 'Squawk Box' to discuss the latest market trends, how long the current secular bull market could last, inflation outlook, the oppo...
Iran War Risks Haven't Stopped the Market Rally. Why These Investors Are Sitting Out.
Wall Street's searing spring rally hasn't fully enticed retail money. And it's getting late.
US stock futures slip as Iran tensions rise ahead of inflation data
US stock index futures edged lower on Thursday as escalating tensions between the United States and Iran weighed on investor sentiment ahead of a closely watched inflation report that could influence ...
BofA expects US stocks to pullback this summer: here's why
Bank of America is urging investors to pump the brakes. Now that the S&P 500 has reached Bank of America's year-end target of 7,430, the firm's strategists are urging investors to exercise caution abo...
Rally in chip stocks becomes the most hated in history. Here's the data
The rally in semiconductor stocks is so incredible, traders can't help but bet against it.
PPHE Hotel Shares Leap on $1.24 Billion Fattal Hotel Takeover Approach
PPHE—which houses the Park Plaza brand and has partnerships with the Radisson Hotel Group—said it plans to engage with its shareholders over the proposal.
More than half of Asia-Pacific's rich worry about recession, Lombard Odier says
More than half of wealthy individuals in Asia-Pacific consider an economic recession their biggest worry over the next three years, a survey by Lombard Odier found, and nearly half are also concerne...
FDA advisers to weigh composition of COVID vaccines for 2026-2027
The U.S. FDA's advisory panel will meet and then vote on Thursday on whether COVID-19 vaccines for the 2026-2027 immunization campaign should target the dominant XFG variant, after staff members rais...
US, Mexico launch formal trade talks, haggle over automotive content rules
U.S. and Mexican negotiators begin formal talks to revamp the North American trade deal on Thursday, with Washington demanding stronger regional rules of origin including a U.S.-specific minimum leve...
Stock Market News, 5/28/26 – U.S. Futures Fall as Rising Oil Prices Rattle Markets Ahead of Inflation Data
U.S. stock futures moved lower early Thursday as rising oil prices and renewed tensions in the Middle East pressured market sentiment. Investors also looked ahead to a key inflation report…
Korean chip stocks will win no matter who survives the AI giants' 'deathmatch': KB Financial Group
Peter Kim, global investment strategist at KB Financial Group, says from a valuations and fundamentals perspective, we are "not even halfway through" the rally in South Korea's semiconductor and memor...
Exclusive: China works on AI token futures market, sources say, in race with US
China is designing a futures market for AI tokens, sources familiar with the matter said, as the country potentially takes a different tack to U.S. exchanges developing compute power futures to tap ...
Mistral Chases AI Superintelligence to Counter U.S. Dominance
The French company's CEO said its—and Europe's—biggest obstacle to tech independence is the scale of investment necessary.
Stocks, Bonds Fall as Fresh U.S.-Iran Flare-Up Weighs on Peace Hopes
U.S. stock futures fell as major indexes pulled back from a trifecta of record closes in the last session, as investors pulled back from risk in response to escalating tensions.
Stock Market Today: Investors Cautious After Fresh Mideast Hostilities
Oil prices rise, global stocks trade lower
BMI Chief Economist warns inflation pressures are far from over
Cedric Chehab from BMI discusses whether markets are underestimating the risks from ongoing disruptions in the Strait of Hormuz, why inflation has become the bigger concern for investors, and how cent...
AI Risks Prompt Carson Block to Rethink India Plans
AI‑driven market gains may be masking deeper risks, with heavy reliance on investment flows and momentum strategies rather than fundamentals, according to Muddy Waters CEO Carson Block. He warned that...
Fed's Goolsbee Warns U.S. Economy Heading in ‘Stagflationary' Direction
The Chicago Federal Reserve President warned that the persistent combination of energy shocks and stubborn inflation could push the U.S. economy into a “stagflationary” direction.
Why Are Stock Market Futures Declining Today, 5/28/26?
U.S. stock futures moved lower late Wednesday as rising oil prices and escalating tensions in the Middle East weighed on investor sentiment. Futures on the Dow Jones Industrial Average ($DJIA),…
Fed's Goolsbee says oil shock could exacerbate inflationary impulse of AI hype
Chicago Federal Reserve President Austan Goolsbee on Thursday amped up his warning that mounting expectations for the productivity-boosting potential of AI could send inflation higher and force the F...
Energy inflation has been more persistent than expected: Fed's Goolsbee
Goolsbee warned Asia faced an old-style stagflation shock. Oil prices stayed far above prewar levels despite recent declines.
Stock Market Futures Hold Steady Ahead of Key Inflation Report, 5/27/26
U.S. stock futures were steady Wednesday night as investors waited for the latest inflation data and monitored rising tensions in the Middle East. Futures on the Dow Jones Industrial Average…
US consumer watchdog recalls all staff nationwide to Washington headquarters
The top U.S. government watchdog for consumer financial protection on Wednesday said it would reassign virtually all staff nationwide to its Washington headquarters later this year, the latest move l...
Tuttle: "Don't Chase" Parabolic Tech Moves, Warsh Will Struggle with Inflation
Markets have moved on from Iran and instead have their full focus on AI, says Matthew Tuttle. After many tech stocks made parabolic moves, Matt urges investors to not chase those intense rallies and i...
Fed's Kashkari says inflation fight takes priority as labor market is 'in decent shape'
Fed's Kashkari says inflation fight takes priority as labor market is 'in decent shape'
Stocks just scored a trifecta of record closes for the first time in 2026. What to expect next.
Equities had been prone to larger upswings when President Trump previously talked positively about the two sides getting closer to ending the Iran war
Jim Cramer says ask yourself this question when looking for AI winners to buy
CNBC's Jim Cramer said investors should stop focusing on how much a stock has already rallied and instead think about how much upside may still remain. He pointed to winners like Corning and Arm Holdi...
Why Are Stock Market Futures Steady Today, 5/27/26?
U.S. stock futures were mostly flat on Wednesday evening as investors looked ahead to a key inflation report. Futures on the Dow Jones Industrial Average ($DJIA), the Nasdaq 100 ($NDX),…
Fed's Cook Ready To Raise Rates If Disinflation Fails to Appear in Timely Matter
Federal Reserve governor Lisa Cook said the right course of action is to hold interest rates steady for now, but she is prepared to raise rates if disinflation does not appear in a timely manner.
Opinion | Why the Federal Reserve's Balance Sheet Needs to Shrink
Chairman Kevin Warsh will face resistance to reform from colleagues eager to protect their turf.
Investors Are Nervous About a Sky-High Market. Why Stocks May Keep Rising.
Goldman Sachs Asset Management experts say investors should use dividend stocks and buffer ETFs to manage risk rather than fleeing equities.
Stock Market Today: SPY, QQQ Waver as Investors Brace for U.S.-Iran War Updates; Oil Extends Decline
Both the S&P 500 ETF ($SPY) and the Nasdaq 100 ETF ($QQQ) closed slightly in the red on Wednesday as investors continue to monitor the latest U.S.-Iran war updates. News That…
Dow hits record high as AI rally pauses, oil prices retreat
Wall Street closed mixed on Wednesday as the Dow Jones Industrial Average reached another record high, while the S&P 500 and Nasdaq Composite traded little changed as investors paused after a powerful...
S&P 500 Top Stock Gainers Today, 5/27/26
The S&P 500 (SPX) closed essentially unchanged on Wednesday as investors continue to await updates on a potential U.S.-Iran resolution. Let’s break down the sectors behind the performance. Today’s Top...
Fed watchdog looking at reappointment process for central bank's regional presidents
The Federal Reserve's in-house watchdog said on Wednesday it's looking into how the U.S. central bank's Board of Governors reappoints the regional Fed presidents and their deputies to respective fiv...
Forget the K-Shaped Recovery. Ed Yardeni Says It's Now a ‘G' Thang.
Life is too short to wait for what you want—whether it's a trip around the world or just to the mall—and rich retirees are often paying for their children and grandchildren to come with them.
Trump Proclaims ‘Nobody’ Will Control the Strait of Hormuz
President Trump signaled on Wednesday that he opposes Iran controlling the Strait of Hormuz and that the U.S. should “watch over it.” “Nobody’s going to control it. It’s international waters,”…
Bears load up bets against small-cap stocks ahead of economic data releases
Despite a 40% rally the past year – compared to 27% in the S&P 500 and 39% in the Nasdaq-100 – options traders look the most bearish on the Russell 2000.
Why Wall Street still believes the bull market has room to run
Wall Street still believes the bull market has room to run, but investors may need to prepare for a very different second half of the year. In this episode of Trader Talk, Kenny Polcari sits down with...
Why Is the Stock Market Down Today, 5/27/26?
After opening on higher ground, both the S&P 500 (SPX) and the Nasdaq 100 (NDX) have since pared their gains and are now in the red. Equities received an early…
Exports Of U.S. Liquefied Natural Gas—Ten-Year Revolution Has Risks
The U.S. has plenty of natural gas. It was burned off for many years in the Permian basin, when liquid crude was favored.
Lower Tariffs Could Be Ahead. Here's Why.
U.S. Trade Representative Jamieson Greer says the U.S. will impose tariffs on imports, even from neighbors Mexico and Canada, as long as trade isn't balanced. But they may not be as high as they were ...
Tech earnings lift stocks as investors weigh what comes next
The Investment Committee debate whether it's too late to buy the tech high-fliers.
Dow Jones Today: DJIA Climbs as Oil Extends Losses; White House Disputes Iran’s MOU Report
The Dow Jones (DJIA) is trading higher on Wednesday as oil prices continue to fall, alleviating inflation concerns. This morning, Iranian state television announced the details of an initial memorandu...
Goldman Sachs (GS) Lifts Year-End Target on S&P 500 Index as Earnings Remain Strong
Risks to the bank’s outlook remain.
Former CFTC Chair Gary Gensler on regulating prediction markets
Former CFTC Chair Gary Gensler joins CNBC's ‘Squawk on the Street' to discuss his take on President Donald Trump's call for the Commodity Futures Trading Commission to have exclusive authority over pr...
Trump's domestic shipping waiver has not cut gasoline prices by much, data shows
President Donald Trump's waivers allowing foreign-flagged ships to move oil and fuel between U.S. ports have had little impact on high domestic gasoline prices due to elevated shipping rates and the ...
Losing Patience: Markets Reprice Inflation Risk
US interest rates continue to break higher, moving beyond the tight range that held in place following the onset of the war. Economic data remain resilient, with growth readings holding firm despite t...
Bond Markets Are Testing the New Fed Chair. The Stock Rally Could Hinge on the Outcome.
Bond markets aren't buying the AI investment wave. And high yields can't be shrugged off for much longer.
Fed’s Kashkari Warns Extended Iran War Could Spark ‘Series of’ Rate Hikes
Minneapolis Fed President Neel Kashkari warned on Wednesday that the central bank could begin a “series of” rate hikes, although the next monetary policy move will ultimately depend on how the…
Ed Yardeni Says Dip-Buying Opportunities in This Market Are Wishful Thinking
Edward Yardeni, president at Yardeni Research, says the basic thrust of the market is higher as he touts “FEMO” or the “fabulous earnings momentum” he sees driving a melt up in stocks.
S&P 500 Wavers as U.S.-Iran War Approaches 90th Day
The S&P 500 (SPX) opened Wednesday in the green before reversing to the downside as the U.S.-Iran war nears the 90-day mark. That comes with Brent crude oil (BZ) down…
U.S. Mid Atlantic Factory Activity Jumped in May
The survey's composite index was 13, up from 3 in April, with all three of its component indexes for shipments, new orders and employment rising.
The Top Threats to the Stock Market Rally, According to Goldman Sachs
The S&P 500 (SPX) has embarked on a historic rally since reaching a bottom on March 30, returning nearly 20% since then. However, “yellow flags” signaling the end of the…
Dow rises 140 points as AI rally pushes S&P 500, Nasdaq toward records
Wall Street opened higher on Wednesday as investors extended a technology-driven rally fueled by artificial intelligence optimism, while also monitoring fragile diplomatic developments between the Uni...
Morning Call Sheet: AI rally faces growing concentration risks
Barbara Doran, CIO of BD8 Capital Partners, Veronica Clark, Citi Economist, and Marc Short, Advancing American Freedom Board Chair, discuss AI driven markets, software earnings and resilient consumers...
Everybody Wants Fed Independence, Rubenstein Says
Carlyle Co-Founder and Co-Chairman David Rubenstein discusses his outlook for interest rates and his expectations of the Federal Reserve under Chair Kevin Warsh. He also shares his views on investing ...
Morgan Stanley's Caron Says This Is a Stock Pickers Market
Jim Caron, Morgan Stanley Investment Management portfolio solutions CIO, says this is a stock pickers market, but it's still very important to have a diversified portfolio. He speaks on "Bloomberg Sur...
Dow Jones Edges Higher as Iran Shares U.S. Peace Deal Details
The Dow Jones (DJIA) is set to open Wednesday slightly higher after Iran’s state TV shared the terms of an initial memorandum of understanding (MOU) with the U.S. to end…
Focus: Defence-driven demand powers surge in US listings by mining firms
There has been a surge in mining companies seeking U.S. listings this year, but even more striking is the change in language as firms explicitly target defence-related demand for critical minerals.
S&P 500, Nasdaq Futures Rise on Continued Rally in Micron Stock (MU) and Lower Oil Prices
Futures on the Nasdaq 100 ($NDX) and the S&P 500 Index ($SPX) trended higher on Wednesday morning, driven by lower oil prices and a continued rally in Micron Technology ($MU)…
Why America is losing the AI productivity war to 3.5 million Chinese STEM graduates
Big Tech's structural mistakes are costing stock investors and fueling a massive talent crisis.
Market correction risk looks elevated as stocks hit record highs, top Europe central banker warns
The risk of a market correction is "quite elevated" due a variety of facts, the ECB's vice-president told CNBC. The war in Iran, market valuations and private credit vulnerabilities all pose risks.
Trump's Trust Made a Hard Pivot from Bonds to Stocks This Year—What the Thousands of Trades Reveal
Federal filings detail more than 5,200 securities trades in the trust held by President Donald Trump during his second term, with roughly 75% of those taking place in the first quarter of this year al...
New bull market in software stocks hinges on this report
Options traders are convinced the "SAAS-pocalypse" is over. Whether that's true will likely depend on the market's reaction to one earnings report Wednesday.
Investors hunt for AI winners in small-cap US tech stocks
U.S. small-cap technology stocks are surging after years of underperformance, a sign of how the AI frenzy is pushing technology investors to look beyond the Nvidias and Intels of the world.
Afraid of an AI Bubble? Soaring Bond Yields Can Protect You
Good morning, I'm filling in for Spencer Jakab. South Korea memory-chip maker SK Hynix became the latest company to reach a trillion-dollar market cap overnight, following U.S. memory rival Micron yes...
Dow futures surge 120 points: 5 things to know before Wall Street opens
US stock index futures advanced on Wednesday as enthusiasm around artificial intelligence continued to support risk appetite and investors stayed cautiously optimistic about a potential US-Iran deal. ...
Stock Market News, 5/27/26 – U.S. Futures Rise amid Middle East Uncertainty
U.S. stock futures moved higher early Wednesday after the S&P 500 Index ($SPX) and Nasdaq Composite closed at fresh record highs in the previous session. Investor sentiment also improved as…
Treasury yields fall as investors remain optimistic on Iran peace deal prospects despite U.S. strikes
The yield on the 10-year U.S. Treasury note — the key benchmark for U.S. government borrowing — fell more than 2 basis points to 4.465%.
The market isn't fully pricing in a U.S.-Iran peace deal — and that could be just the lift European stocks need
Since the start of the war in Iran, investors have favored U.S. stocks over international equities, but a deal could help to reduce the gap.
Financial Markets Underestimate Geopolitical And Fiscal Risks, ECB Warns
Market moves in response to the Middle East conflict have been orderly, but reflected complacency amidst increased uncertainty about the economic outlook, the bank said.
U.S. Stocks Set to Extend Record Highs as Peace Talks Optimism Holds
Global stocks extended a rally as investors remained optimistic that peace talks between the U.S.-Iran are progressing, despite a fresh exchange of strikes earlier this week.
Stock Market Today: Chip Rally Continues in Asia
The tech rally that carried the S&P 500 and Nasdaq composite to fresh records yesterday seems to be taking a breather.
CNBC Daily Open: The $1 trillion club just got bigger
Shares in SK Hynix have risen over 250% so far this year, while Micron shares rallied 9% on Tuesday. China industrial profits rise nearly 25% in April, the fastest gain in over two years.
INFLATION FEARS: Warsh takes over amid challenging environment
A panel discusses Kevin Warsh becoming Federal Reserve chair and inheriting a challenging economic environment amid President Donald Trump's policy efforts on ‘The Big Money Show.'
Review & Preview: Chip, Chip Hooray
The S&P 500 and the Nasdaq closed at record highs powered by AI optimism.
Markets are mispricing energy risk, strategist warns of looming inflation shock
David Roche of Quantum Strategy says markets are overestimating the chances of an Iran peace deal. He says the oil markets are not pricing in current energy supply constrains accurately, and warns a g...
'Do not dismiss' market: Morgan Stanley sees opportunities, even in some of the priciest groups
Kathleen Entwistle, Morgan Stanley Morgan Stanley Private Wealth Management Managing Director & Private Wealth Advisor, joins 'Fast Money' to talk buying opportunities in the current market.
Who Needs Lower Rates?
Investors looking for the Fed to cut interest rates should probably adjust their expectations, as a raft of recent economic data shows little (if any) reason for an imminent rate cut. The good news: T...
Investors Are Hunting for the Next Big Thing in Stocks. Is That Good for the Market?
Big IPOs from SpaceX and OpenAI are expected soon. Both are expected to fetch trillion-dollar valuations.
With Bond Yields Rising, Should You Adjust Your Portfolio? Maybe—But Don't Play the 'Fool's Game'
The investing playbook can seem simple: Buy the stock market and reap the rewards. But with some long-term Treasurys yielding above 5%, many are now wondering if their strategy should change.
Where to invest in bonds right now after the market's violent selloff
The bond market is tied up in knots about the Iran war and inflation, as well as what the Federal Reserve under new chair Kevin Warsh might do about it.
War And The Global Energy Future – What Has Changed And What It Means
Year 2026 has witnessed the greatest disruption in global energy and its international relations since the 1973 oil crisis. Were it to continue for several months more, it could well equal or even sur...
Dow slips as S&P 500, Nasdaq hit records on AI stock rally
US stocks finished mixed on Tuesday, with the S&P 500 and Nasdaq Composite reaching fresh record highs as investor enthusiasm around artificial intelligence and semiconductor stocks offset ongoing geo...
Here's Where the Next Market Upside Comes From
Ross Gerber, CEO, Gerber Kawasaki explains what's actually driving the next leg of market upside and how investors should think about positioning.
Consumer Confidence Drops as Gas Prices and Inflation Worries Rise
Gas prices and worries about war-related inflation caused consumer confidence to fall in May. The latest edition of The Conference Board's Consumer Confidence Index showed that confidence dipped 0.7 p...
Americans feel worse than ever, a consumer survey shows. The White House says that's bunk.
Are Americans really feeling worse than ever about their financial well-being? A long-running survey of consumers suggests the answer is yes, drawing a sharp rebuke President Trump's right-hand man on...
Small: Mag 7 Remains Reliable as AI Trade Expands, Energy Crucial in Buildout
Jeffrey Small turns to the greater AI trade and offers his bullish insights for its impact on the stock market. His firm is holding the Mag 7 with names like Nvidia (NVDA) and Alphabet (GOOGL) still s...
The Cost of Teaching Wall Street Bankers to Use AI Tools
As Wall Street is getting caught up in AI angst and looking to hire more AI specialists and shrink traditional banking roles, two highly sought-after AI trainers in finance are charging $25,000 for a ...
Kevin Hassett says inflation will drop sharply once Strait of Hormuz reopens
Kevin Hassett expects inflation to fall by year's end as energy prices decline, pointing to strong economic momentum and falling Treasury yields.
Surge in Call Options Back Bull Run, Inflation May Open Door to Bears
As the S&P 500 (SPX) hits a record high, @CharlesSchwab's Joe Mazzola believes there's room for a higher run. A surge in call options activity, backed by strength in key sectors, serve as key argument...
Morning Call Sheet: Markets rally as AI and inflation collide
Peter Boockvar, CIO at One Point BFG Wealth Partners, Ryan Detrick, Chief Market Strategist at Carson Group, and Amy Wu Silverman, Head of Derivatives Strategy at RBC Capital Markets, discuss AI momen...
BlackRock's Mike Pyle says the AI boom is bigger than the internet
BlackRock's Mike Pyle says the current AI investment boom may be one of the largest economic transformations in modern history, comparable to the rise of railroads, electrification, and the internet i...
KG on Traders Shrugging Off Geopolitical Tensions & SPX Hitting Record Highs
Iran having nuclear capabilities and charging tolls in the Strait of Hormuz remain the biggest sticking points in peace talks between it and the U.S., says Kevin Green. That said, markets remain optim...
U.S. Consumer Sentiment Worsened in May
Consumer confidence edged downward in May as the inflationary effects of the war in the Middle East intensified, a monthly survey from The Conference Board said.
Economist Mark Thornton warns of 150-year market peak, calls Fed nomination a ‘hit job' on precious metals
A stark divide between record corporate profits and plummeting consumer sentiment is not an economic paradox, but the predictable outcome of decades of monetary expansion, according to Austrian School...