Stock Market News
Durable-Goods Orders Swung to a Decline in October
Demand for U.S. durable goods fell in October, following two consecutive monthly increases, according to delayed data published by the Commerce Department.
U.S. economy grows by 4.3% in third quarter, much more than expected, delayed report shows
The U.S. economy grew at a much bigger-than-expected pace in the third quarter, boosted by strong consumer spending, a delayed report released Tuesday showed.
U.S. economy grew 4.3% before government shutdown, GDP shows, in biggest gain in 2 years
The U.S. grew at a snappy 4.3% annual pace in the third quarter — the biggest increase in two years — but the economy is unlikely to match that feat in the waning months of 2025 due partly to the long...
U.S. economy posts robust growth in the third quarter, growing at an annual 4.3% rate
A long-delayed government report shows GDP grew at an annual 4.3% rate.
2026 Market Outlook: An Underappreciated Policy Shift Could Favor The S&P 493
The S&P 500 is poised for further appreciation in 2026, led by non-tech sectors amid an accelerating capital rotation from tech, alongside additive earnings appreciation prospects. Accommodative monet...
S&P500 and Nasdaq 100: US Stocks Pause as GDP Forecast Steers Today's Analysis
US stocks pause near record highs as S&P 500, Nasdaq, and Dow futures steady ahead of key GDP data shaping today's stock market forecast.
2026 Market Could Soar 10% - But Don't Count On The Mag 7
Ed Yardeni breaks down the 2026 stock market outlook, revealing how investors could see double-digit gains even as the Mag 7 tech giants fall behind. 00:00 Introduction 00:23 Can Markets Rise Without ...
Quantum stocks are where AI was five years ago. These bets could be big winners.
The Pentagon sees quantum computing as a new Manhattan Project. China is “nanoseconds” behind.
All signs point to a pretty steady market in 2026, says Defiance ETFs' Sylvia Jablonski
Sylvia Jablonski, Defiance ETFs co-founder and CIO, joins 'Squawk Box' to discuss the latest market trends, 2026 outlook, and more.
No recession ahead, strong breadth supports continued gains: Carson Group's Detrick
Ryan Detrick, Chief Market Strategist at Carson Group, remains bullish, expecting new highs, a possible Santa Claus rally, and 12–15% gains next year, with strong breadth, credit markets, and no reces...
How A Potential 2026 Market Rotation Has Completely Reshaped My Portfolio
Tech has been the clear sector leader in recent years. One overlooked trend could flip market leadership faster than anyone expects.
Wall St futures tick higher ahead of GDP data
Wall Street futures ticked higher on Tuesday as investors awaited the year's final batch of key economic data for clues that could reshape expectations for potential interest rate cuts next year.
Retail investors to have more sway over Wall Street after record year
Retail inflows into U.S. stocks are set to hit a record in 2025, as individual investors become a major force behind a rally that is likely to extend into the next year on hopes of interest rate cuts,...
Investors eye U.S. GDP data
The Stoxx 600 reaches a new intra-day high with investors now anticipating the U.S. GDP print later today. Drug giant Novo Nordisk sees its shares soar as it seeks to gain U.S. approval for the pill-f...
Does the stock market close early on Christmas Eve? Will banks be open?
Expect plenty of schedule changes for financial markets, mail service, federal offices and more during the coming days
ValuEngine Weekly Market Summary And Commentary
U.S. equity markets continued to exhibit late-December cross-currents as investors balanced concerns around valuation in mega-cap technology and utilities against seasonal strength and improving bread...
Global investors turn to Chinese AI as Wall Street fears bubble
Global investors are increasing their wagers on Chinese artificial intelligence companies, betting on the next DeepSeek and seeking to diversify, with concerns growing about a speculative bubble in th...
S&P 500 See-Saws With Mixed AI News And Inflation Data
The S&P 500 (SPX) sank in the early part of the third week of December 2025. While the index bottomed at 6,721.43 at the close of trading on Wednesday, it went on to recover strongly by the end of the...
Markets must hit 14% earnings growth forecast in 2026, says Jim Cramer
CNBC's Jim Cramer revisits his 25 questions for 2025 and reviews what lessons were learned during the past year.
All of the deals announced today are templates for 2026, says Jim Cramer
CNBC's Jim Cramer breaks down his views on the market as 2025 comes to a close and details his roadmap to investing in 2026.
The bulls would feel better if the 10-year fell below 4% and stayed there: Jim Cramer
CNBC's Jim Cramer revisits his 25 questions for 2025 and reviews what lessons were learned during the past year.
Trump Targets Defense Firms on Weapons Speed, Stock Buybacks
The president said he wants companies to instead spend on new plants.
Takeovers, acquisitions will be extraordinary force for the bulls in 2026: Jim Cramer
CNBC's Jim Cramer breaks down his views on the market as 2025 comes to a close.
Jim Cramer's bullish on takeovers and acquisitions for 2026
CNBC's Jim Cramer suggested dealmaking will help drive the market next year. He reviewed potential mergers and acquisitions for 2026, including a bid for Warner Bros.
Setup for small cap earnings growth in 2026 looks stronger, says market strategist
CNBC's "Fast Money" team breaks down where the Russell 2000 may be headed and what investors can expect from small cap stocks in 2026 with Julie Biel, chief market strategist at Kayne Anderson Rudnick...
The AI Bubble Burst Phase One: Here's What's Coming Next
The failed Oracle-Blue Own data center deal likely pricked the credit-driven AI infrastructure bubble, and thus the AI bubble, and consequently the S&P500 bubble. This is likely the Phase one of the A...
'I don't think there's any hurry,' says former Dallas Fed President Fisher on rate decision
CNBC's "Closing Bell" team discusses who may be the next chair of the Federal Reserve, whether the Fed will move to cut rates in 2026 and more with Richard Fisher, senior advisor at Jefferies and form...
Expect markets to do well going into 2026, especially growth trade: BMO's Schleif
CNBC's "Closing Bell Overtime" discuss how markets may perform in 2026 with Carol Schleif of BMO Private Wealth and Bob Doll of Crossmark Global Investments.
Stocks Advance Toward Records in Broad Rally
Ten of 11 S&P 500 sectors closed higher, along with gold and silver prices.
GDP Data Should Be Strong. How Strong Is the Question.
Economists expect the delayed third-quarter report to show a slight slowdown from the second quarter, but not enough to cause concern.
2026 Sector Outlook: A Tech Wreck Or Oil Plunge Could Be The Best Buying Opportunity
Valuations are historically stretched; I am defensive and holding significant cash, expecting better buying opportunities in 2026. The S&P 500 Index (SPY) faces high concentration risk and potential d...
Inflation breakeven rates contracting is bullish signal for 2026: Renaissance Macro's deGraaf
CNBC's "Closing Bell" team talks about the bullish signals charts are showing for 2026 with Jeff deGraaf of Renaissance Macro Research.
Expect double-digit EPS growth in 2026, says Hightower's Stephanie Link
CNBC's "Closing Bell" team talks about what markets and the U.S. economy may look like in 2026 with Tom Lee of Fundstrat, Stephanie Link of Hightower and Chris Harvey of CIBC Capital Markets.
2026 a 'unicorn' year for investors and consumers will be in control: Innovator Capital's Urbanowicz
Tim Urbanowicz, Innovator Capital Management chief investment strategist, joins 'The Exchange' to discuss Apollo's shift to 'risk-off' mode, the strength of the consumer and much more.
'Tis The Season Of Joy And Reflection - Weekly Blog #920
The first three trading days of last week showed more losses than gains. The last two days generated advances that more than made up for the earlier losses.
US business equipment borrowings down more than 4% y/y in November, ELFA says
U.S. companies borrowed 4.4% less to finance equipment investments in November compared with the same period a year earlier, the Equipment Leasing and Finance Association (ELFA) said on Monday.
Dollar is finishing a difficult year with a ‘golden cross' — suggesting the worst might be over
The U.S. dollar has had a rough go of it in 2025 — but one recent development indicates that the beaten-down buck could be due for a bit of a reprieve in early 2026.
Favorable AI market still has 2-3 years, says Deepwater's Gene Munster
Gene Munster, Deepwater Asset Management managing partner, joins 'The Exchange' to discuss the AI trade, OpenAI's multiple and much more.
A closely watched gauge of bond-market volatility is signaling all-clear for stocks
November wasn't exactly a great month for the U.S. stock market, although the S&P 500 did manage to eke out a small gain. So far, December is shaping up to be only modestly better.
Market marches on regardless of who next Fed chair is, says Summit Global's David Harden
David Harden, Summit Global Investments CEO, joins 'The Exchange' to discuss Harden's thoughts on the economy,
Mike McGlone Warns of a “Great Reversion” as Markets Head Into 2026
As U.S. equity markets close out 2025 near record highs, Bloomberg Intelligence Senior Commodity Strategist Mike McGlone says markets are sending conflicting signals that point to a volatile reset in ...
The key questions for stocks in 2026
The Investment Committee debate the key questions facing the market in 2026.
Inflation FEARMONGERING collapses under strong economic data
‘The Big Money Show' panel discusses the Trump administration's next phase of economic policy as inflation cools, markets climb and housing affordability takes center stage.
GDP looks strong despite a turbulent year. Can the U.S. economy keep it up?
The kitchen sink was thrown at the economy in 2025 — punishing tariffs, higher inflation, rising unemployment — but the U.S. might still be growing at an above-average speed in a sign of surprising pl...
Fed's Miran Says Recession Risks Rise Without More Rate Cuts
Federal Reserve Governor Stephen Miran said the US central bank risks sparking a recession unless it continues lowering interest rates next year. He speaks on "Bloomberg Surveillance.
A Major Market Shift Is Underway, And Most Investors Aren't Ready
A quiet macro shift is taking place that most investors are missing. We discuss why today's market leaders may disappoint next.
Why the Fed is stuck between inflation and the labor market, 2026 emerging markets growth outlook
Market Catalysts anchor Julie Hyman breaks down the latest market moves for December 22, 2025. The Federal Reserve's interest rate decisions will be a key focus in 2026 as the US central bank balances...
Will The Bond Market Help Keep Stocks Humming In 2026?
Although the 10-year yield has had a volatile ride at times in 2025, looking back over the year reminds us that the general trend has been down. Reliable or not, the bond market appears to accept the ...
Wall Street's 2026 forecasts: Here's what you need to know
Dom Chu joins 'Money Movers' to discuss Wall Street's top strategists' 2026 targets.
Bond Markets Clear Path for Stock Rally by Ignoring a Near-Term Risk
Recent rate moves are supporting another solid stock market rally.
Mexico, And EWW, Can Continue The Rally: 2026 Outlook
Mexico has delivered an extraordinary YTD performance, up over 50%, outpacing both the Emerging Market Index and S&P 500. Despite tariff uncertainties and sluggish growth, Mexican equities have demons...
How AI Is Influencing The Fed's Calculus
The Federal Reserve is forecasting relatively strong GDP growth in 2026, attributable to gains in worker productivity. One long-run economic model indicates that generative AI, powered by machine lear...
Wall Street insiders discuss their stocks to watch in 2026
Yahoo Finance speaks with experts and Wall Street insiders about the outlook for stocks, crypto, and gold in watch in 2026. For more of the latest market coverage, please visit our website at: https:/...
Trump Sends Space Stocks To The Moon (Literally)
Last Thursday, President Donald Trump signed the “Ensuring American Space Superiority” executive order aimed at cementing U.S. dominance in the final frontier.
Investors' Picture of Global Growth Needs an Update
Calm headline growth figures mask a realignment among emerging and developed economies, Marcello Estevão and Jonathan Fortun writes in a guest commentary.
Inflation "Stuck" Into 2026 & Case for Incoming International Outperformance
GDP will be the most important print for markets on this holiday-shortened week, says @CharlesSchwab's Cooper Howard. He adds that inflation will likely stay "stuck" in a range into 2026, though he do...
Wells Fargo: We're sticking with larger cap, midcap, US over international
Scott Wren, chief global equity strategist at Wells Fargo Investment Institute, joins CNBC's 'Squawk on the Street' to discuss the company's S&P positions, the AI industry's focus, emerging markets, J...
'Irrational Exuberance': 5 Signs Of Market Froth
The market's current valuation levels can be described is at least frothy, looking at many historical valuation metrics. After three years of outsized returns, mainly driven by large AI related concer...
Why This Bull Market Isn't All About Tech
Ryan Detrick, Chief Market Strategist at Carson Group, offers his analysis of the stock market's recent performance and explains why he disagrees with the notion that investors are overly focused on m...
2026 S&P 500 Outlook: A History-Based Forecast With A 12% Expected Gain
My history-based, probability-weighted forecast model suggests the S&P 500 Index could gain 12% in 2026, resulting in an index level of approximately 7,600. However, historical annual EPS and P/E chan...
The ABCs Of 2026: S&P 500 Valuations, Volatility, And My Full Outlook
I expect modest 4.5% total returns for the S&P 500 in 2026, driven by earnings growth and stable valuations. US SMID caps and international equities present stronger alpha opportunities, with Russell ...
2026 Market Outlook: First Half Swoon With A Strong Finish
I expect a limited banking sector crisis in early 2026, driven by CRE loan exposure and subprime auto delinquencies, but contained by Fed intervention. Fed liquidity injections and potential rate cuts...
US Stocks Higher; Nasdaq Surges Over 100 Points
U.S. stocks traded higher this morning, with the Nasdaq Composite gaining more than 100 points on Monday.
Nasdaq 100 and S&P500: Tech Stocks Drive US Indices Higher in Holiday Trading
Tech stocks lift US indices today as AI leaders rebound. S&P 500 gains while traders assess year-end churn, sector rotation and shifting stock market sentiment.
Recession Risks Rise Without More Rate Cuts, Miran Says
Federal Reserve Governor Stephen Miran said the US central bank risks sparking a recession unless it continues lowering interest rates next year. “If we don't adjust policy down, then I think that we ...
Opening Bell: December 22, 2025
Watch the opening bell for the New York Stock Exchange and the Nasdaq from December 22, 2025.
US stocks climb higher at open: Nasdaq jumps 0.7%, Dow up over 100 pts
US stocks rose on Monday, kicking off a shortened holiday week on a firmer footing as gains in technology shares lifted the broader market. The S&P 500 advanced 0.5%, while the Dow Jones Industrial Av...
The Fed chair endgame: Here's what to know
CNBC's Steve Liesman joins 'Squawk Box' with the latest news.
Fed's Miran says he'll likely stay after term ends until his seat is filled - Bloomberg
U.S. Federal Reserve Governor Stephen Miran on Monday said he is likely to remain on the central bank's Board of Governors beyond the expiration of his term until whoever President Donald Trump nomina...
India Markets: What's Driving the Rupee's Slide?
The Indian rupee fell to an all-time low this week against the US dollar. India's central bank has been stepping in, bringing in the most gains since May, but are the RBI's efforts enough?
Forget The AI Bubble, Follow These 3 Signals
AI-driven market exuberance is not a classic bubble; structural investment and earnings growth differentiate today's cycle from past destructive bubbles. Valuations are elevated but largely justified ...
Trump Trade War: Supreme Court Decision Could Reshape Tariffs and the Economy
The Trump trade war faces a critical turning point as the Supreme Court reviews tariff legality, with potential $100 billion refunds, falling revenues, and rising economic stress reshaping legal, fisc...
Public market investors are missing out on some of the growth of private companies: ACME's Hany Nada
Hany Nada, ACME Capital co-founder, joins 'Squawk Box' to discuss the state of the private market, IPO outlook in 2026, how to make going public more attractive again, and more.
Cramer urges OpenAI to raise $200B at trillion-dollar valuation: here's why
Famed investor Jim Cramer has urged OpenAI to take an unprecedented step: raise $200 billion at a trillion-dollar valuation. OpenAI should “strike while the iron is hot,” he argued in a recent segment...
Why 2026 Won't Be a Big Tech Year - and What Replaces It
Why market leadership may shift away from mega-cap tech in 2026, and where investors can find the next gains. 00:00 Introduction 00:13 Best Investment for 2026 01:33 Year of the Other 493?
MASSIVE tax refunds incoming as Trump's economic plan kicks in
Rep. Andy Harris, R-Md., joins ‘Mornings with Maria' to discuss the expiration of Obamacare subsidies, rising healthcare costs and Republican plans to expand market-based options.
I'm Still Bullish - But The S&P 500 Is Risky In 2026
The market feels like Minesweeper: I'm still bullish, but rising concentration, lofty valuations, and shifting sentiment leave far less room for mistakes. AI demand is real, yet competition and scruti...
Trump is touting a smaller trade deficit. Economists paint a more complicated picture.
Trump promotes reduced trade deficit and tariff revenue as economic successes. Some economists argue that these indicators do not reflect overall US economic health or growth.
San Francisco Outage Impacts Thousands
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m.
Here are the macro surprises that Morgan Stanley says could trip up investors next year
Morgan Stanley analysts across various products identify areas where they think the market consensus may be proven wrong.
Freight Recession Nearing an End? Truck Capacity Signals Tighten
CNBC's Frank Holland breaks down signs the freight downturn may be easing, as the SONAR Truckload Rejection Index hits a year high and DOT enforcement tightens capacity, potentially pushing shipping r...
2026 Market Outlook Based On Valuations
It's that time of year when Wall Street polishes up its crystal balls and begins predicting returns for 2026. Heading into 2025, Wall Street predicted a median return of just 8.2%, with the highest es...
5 Things To Know: December 22, 2025
CNBC's Joe Kernen reports on the 5 things to know on December 22, 2025.
There's industrial momentum going into 2026, says Strategas' Chris Verrone
Chris Verrone, Strategas Research Partners partner and chief market strategist, joins 'Squawk Box' to discuss the latest market trends, what the technicals are saying about the broader market, state o...
How this commodity trader is preparing for a second wave of inflation
A similar pattern to the 1970's may be on the cards, says this former commodity trader
Wall Street climbs as tech rebound gathers momentum
U.S. stocks kicked off the holiday-shortened week on a positive note, as technology stocks rose further on renewed enthusiasm over artificial intelligence, while investors awaited key economic data la...
Markets Are Wary After AI, Tariff, Rate Fears. A Santa Rally Is in the Balance.
Prediction sites are on fire, Clearwater Analytics is being taken private, Disney's latest Avatar tops the box office, and more news to start your day.
Fuel For A Continued Bull Market
Retail Money Funds continue to post record highs, and fear of recession continues at a high level. This time around has been different than every other in that a top few issues - less than 20 names - ...
The 2026 Market Derby Is Under Starters Orders - Where To Put Your Money As The Market Rotates
Gold (GLD) is positioned to outperform in 2026 amid persistent geopolitical risk, de-dollarization, and a weak USD environment. Financials (XLF) and Utilities (XLU) are set to benefit from robust liqu...
The U.S. labor market is ending 2025 on a sour note: Many companies trimmed head count and wage gains slowed.
Unemployment rose and wage growth shrank this year, potentially setting up an even rougher 2026.
China slaps tariffs of up to 42.7% on EU dairy products, alleging 'damage' to the domestic dairy industry
The tariffs range from 21.9% to 42.7%, and will take effect on December 23. China said that EU subsidies for dairy products had caused "substantial damage" to China's domestic dairy industries.
The Week Ahead: Markets Focus on GDP Data and Tech Momentum in Holiday Trade
U.S. markets focus on GDP data and tech momentum as investors gauge growth and Fed signals in a quiet, holiday-shortened week.
Rising Bond Yields Will Be Key for 2026: 3-Minute MLIV
Anna Edwards, Guy Johnson and Adam Linton break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." -------- More on Bloomberg Television and Markets Like this video?
Circle's CEO explains why the dollar is going digital
Opening Bid Unfiltered is available on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. It has been a very eventful year for stablecoin player Circle (CRCL).
Nasdaq Jumps 300 Points: Investor Sentiment Improves, Fear & Greed Index Moves To 'Neutral' Zone
The CNN Money Fear and Greed index showed some improvement in the overall market sentiment, while the index moved to the “Neutral” zone on Friday.
There will be ‘initial volatility' in the 2026 markets, says strategist
SlateStone Wealth chief market strategist Kenny Polcari discusses market performance in 2025 and the opportunities in 2026 on ‘Maria Bartiromo's Wall Street.' #markets #stockmarket #investing #economy...
Fears grow of AI bubble - and here are the pressure points that could burst it
The market seems to be content, for now at least, to keep betting big on AI.
One in six seniors enrolled in Medicare's drug benefit were prescribed eight or more medications at the same time, a Wall Street Journal analysis of Medicare data found
One in six seniors enrolled in Medicare's drug benefit were prescribed eight or more medications at the same time, a Wall Street Journal analysis of Medicare data found.
Stock Futures Climb Ahead of Shortened Trading Week
The Bureau of Economic Analysis on Tuesday will report estimates of third-quarter gross domestic product growth.
U.S. stock futures rise as investors hold out hope for a Christmas rally
U.S. stock futures gained Sunday, ahead of the holiday-shortened trading week and as investors cling to hopes of a “Santa Claus rally” still to come.