Stock Market News
What's the next major catalyst for Japanese stocks? Goldman Sachs discusses
Bruce Kirk of Goldman Sachs explains the bank's overweight allocation to Japan and the sectors that stand to benefit from growing U.S.-Japan cooperation.
U.S. Banks Report Robust Loan Growth In Q4 2025
U.S. Banks Report Robust Loan Growth In Q4 2025
Stock Market Today: Nasdaq Futures Lead Gains
Walmart is due to post earnings today
China Should Shift Economic Gears to Consumption-Led Growth, IMF Says
The world's second-largest economy is built on a growth model that faces increasing challenges, top IMF officials said in a statement.
Nasdaq Settles Higher As Tech Stocks Rebound: Investor Sentiment Improves, Greed Index Remains In 'Fear' Zone
The CNN Money Fear and Greed index showed some easing in the overall fear level, while the index remained in the “Fear” zone on Wednesday.
9 Strong Dividend Stocks as the Market Rotates to ‘Real Things'
Wolfe Research's Chris Senyak sees companies that have long paid out dividends profiting from tech uncertainties. He has nine picks.
Dow Jones And U.S. Index Outlook: Stocks Explode Despite War Rumors, A Bull Trap?
US stock benchmarks exploded after forming a bottom in yesterday's trading. Nevertheless, geopolitical tensions could be emerging soon.
Kevin Hassett says Fed economists should be 'disciplined' over tariff study
White House economic advisor Kevin Hassett called for the New York Fed to discipline economists over research showing U.S. businesses and consumers bear most of the tariff burden.
Sen. Warren tells Fed and Treasury: No bailout for crypto billionaires
Sen. Elizabeth Warren urged the Treasury Department and the Federal Reserve not to "use taxpayer dollars to bail out cryptocurrency billionaires and other highly leveraged cryptocurrency investors." T...
Stocks Rise as Data Signal Resilient Economy | The Close 2/18/2026
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 Fidelity's Jurrien Timmer,...
SaaS Apocalypse: The Law Of The Strongest Crushing The Weak
Meta, Microsoft, Amazon, and Alphabet are driving unprecedented AI adoption, with $700 billion in AI CapEx projected for 2026. These tech giants' dominance is underpinned by robust cash flows, global ...
Stocks Rise as Tech Lifts S&P | Closing Bell
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec.
Fed Has to 'Play Ball' for Markets, Morgan Stanley's Wilson Says
Morgan Stanley Chief US Equity Strategist and CIO Mike Wilson says the Federal Reserve's independence has been fading for the better part of 20 years and the central bank is obligated to "play ball" t...
Fed dissent grows as some officials weigh return to interest rate hikes amid stubborn inflation
The minutes of the Federal Reserve's January meeting revealed policymakers considered language about possible rate hikes amid concerns over elevated inflation.
Tech Stocks Regain Their Footing, Lift U.S. Market for a Second Straight Day
Investors are coming back to tech stocks, whose brutal start to 2026 turned some of the market's priciest companies into unexpected bargains.
Opinion | The Trouble With Public Access to Private Markets
Small investors are unlikely to know what they're doing—and the effect on public markets would be undesirable.
Fundstrat's Tom Lee: Most stocks haven't reflected strong earnings season
Tom Lee, Fundstrat and Bitmine, joins 'Closing Bell' to talk the state of the markets and large themes moving stocks in the final hour of trading.
Why U.S. stocks are off to the worst start since 1995*
U.S. stocks are having their worst start since 1995, the same year Pixar's original Toy Story was released. Yahoo Finance Host Julie Hyman, Yahoo Finance Reporter Jake Conley, and Citi Wealth Chief In...
Should You Buy a Fund of Private Companies? What Investors Need to Know
Wall Street is removing the velvet rope from a once-exclusive club. But is the party inside worth attending?
The bullish breakout in these stocks suggests the housing market has turned a corner
With U.S. housing starts perking up, investors may be looking at an early entry point for a broad recovery for home builders and their stocks.
U.S. stocks are falling behind. It could be the beginning of an epic shift toward global markets.
International markets have been outperforming their American rivals recently. Investors could still be in the early innings of a years-long trend.
The Stock Market Is Too Confident. That's a Risk.
A BofA survey suggests global investor sentiment is the most bullish since June 2021. Equity funds' holdings of cash are unusually low.
Brace For Major Moves Ahead: The SCOTUS Ruling On Tariffs Is Imminent
SCOTUS is likely to rule against the tariffs, and the decision is likely imminent. The benign scenario is that the U.S. interest rates decrease due to disinflationary impulse, which could cause a majo...
Not A Bear Market Yet, But It's Already A Stock Picker's Dream
Major indexes are only ~6% off ATHs, so this is not a bear market, but many leading stocks are already down 20%, creating selective opportunities for stock pickers.
Smart Money Is Short Tech
Institutional investors are displaying alarming trading habits amid the ongoing software sector meltdown, going short tech at unprecedented levels. Short interest in the technology ETF has hit new hig...
‘Several' Fed Officials Say Interest Rate Hike May Be Needed, Minutes Show
The Federal Reserve appeared to be divided over further interest rate cuts, yet “several” officials suggested a rate hike may be necessary if inflation remains above the central bank's target, accordi...
Fed Minutes Signal Renewed Worries About Inflation
According to minutes of the Federal Open Market Committee's Jan. 27-28 meeting, Federal Reserve officials signaled renewed worries over inflation with “several” policymakers suggesting the central ban...
Fed officials deeply divided over future rate cuts, need to see big drop in inflation: meeting minutes
Most of the officials agreed that the Fed's key rate is close to a level that neither stimulates nor restrains the economy.
Fed Officials Signaled No Rush to Restart Rate Cuts, With Some Raising Possibility of Hikes, Minutes Show
Barring a rapid deterioration in the labor market or a significant cooling of inflation, the Federal Reserve appears poised for an extended hold.
Software Selloff Shows AI Acceleration
The software selloff shows the market is recognizing AI's disruptive power, with the focus shifting to potential losers. We favor U.S. equities and selected credit.
Fed officials signaled little appetite for reducing interest rates at their meeting last month, with most indicating they wanted to see further progress on inflation before considering any further cuts
Some officials favored more neutral language—pushing back against the prospect of future rate cuts.
Fed minutes reveal discussion of a possible rate hike if inflation doesn't cool
Minutes of the Federal Reserve's first meeting of the year showed that several officials wanted the central bank to tell the market that there was a chance its next move might be to raise interest rat...
AI Upheaval Has Delivered a Stock Picker's Market for the First Time in Years
Forget the indexes. Active ETFs are hot, and stock picking is the new ‘Big Tech.
Fed officials split on where interest rates should go, minutes say
Divided Federal Reserve officials at their January meeting indicated that further interest rate cuts should be paused for now but could resume later in the year only if inflation cooperates.
Nasdaq 100: Tech Stocks Need Base Formation to Sustain Rally, Not V-Recovery
Nasdaq-100 rallies as tech stocks find value at 200-day MA support at 24379. Base-building needed before new highs, not V-shaped recovery attempt.
This chart shows why stocks aren't all they're cracked up to be
What Wall Street doesn't tell you about the long-term return on your investments.
Nasdaq Surges Over 1%; US Durable Goods Orders Fall In December
U.S. stocks traded higher midway through trading, with the Nasdaq Composite gaining more than 1% on Wednesday.
FOMC Minutes "Won't Move the Needle," Japan Center of Global Stock Buzz
The FOMC meeting minutes aren't expected to move the needle for rate cuts, says @CharlesSchwab's Cooper Howard. He points to a resilient labor market and inflation above the FOMC's target as reasons i...
5 Signs Of The Coming Correction
U.S. equity markets are showing increased volatility after gains in January, signaling potential caution for investors. Insider selling has picked up, while market leadership is reversing, suggesting ...
Market environment allows Fed to ease with a softening labor market, says Citi's Rob Rowe
Rob Rowe, Citi Research head of global strategy, joins 'Money Movers' to discuss the churning action in equity markets, the 'hot' economy and much more.
Tech Stocks Bounce Back as AI Concerns Begin to Ease
The AI scare trade retreated Wednesday as dip-buyers stepped in after concerns over artificial intelligence battered equity markets. Mandeep Singh of Bloomberg Intelligence has more.
The Federal Reserve Wants to Change How You Shop for a Mortgage
Washington is aiming to get banks back into the mortgage market.
Hassett says New York Fed staff should be disciplined over study finding Americans paid for Trump's tariffs
Trump economist's criticism comes ahead of possible Supreme Court ruling on tariffs this week.
Macro Insights: Death Of A Software Salesman, The Great Rotation, And Dot-Com 2.0
Market sentiment is shifting as fears of an AI-driven bubble and liquidity pressures mount, signaling potential correction risks.
'Heads I Win, Tails I Win' Market Environment
Last week's jobs report was relatively strong, housing data was weak, and inflation generally remained contained. Software stocks dropped, cyclical stocks have performed, and semiconductor stocks have...
The Next Sector That Could Be Cannibalized By AI
AI-driven automation threatens HCM's revenue model. Leading industry players are down 28% to 47% YTD in 2026.
Hassett says authors of New York Fed tariff study should be disciplined: 'Worst paper I've ever seen'
White House economic advisor Kevin Hassett said Wednesday that the authors of a New York Fed paper that found U.S. companies and consumers are shouldering most of the tariff burden should be "discipli...
Industrial Production Increased in January
U.S. industrial output charged ahead in January, according to data published by the Federal Reserve.
Nouriel Roubini Expects Close to 4% US Growth by End of the Decade
Nouriel Roubini, chairman and CEO at Roubini Macro Associates, explains how the US gets to 4% economic growth in the next few years. He also discusses Federal Reserve Chair nominee Kevin Warsh's abili...
Housing Data & Durable Goods Show Strong Marks, Keep Eye on FOMC Minutes
From MBA mortgage applications to housing starts and permits, Kevin Hincks says the latest housing data offers much needed strength. He points to a delayed durable goods orders print as another sign t...
The U.S. economy is growing surprisingly fast — and here's the surprising reason why
Business investment emerges from 2-year slump as artificial-intelligence boom spreads
Daily disposable contact lenses set to power market rebound in 2026
Contact lens makers are poised for steadier growth in 2026 after a slight slowdown in the previous year, banking on rising demand for premium daily disposables and increased vision correction needs gl...
U.S. Housing Starts Rose in November, December
Housing starts rose in both November and December, reflecting that some of the headwinds in the home-building sector subsided toward the end of 2025.
This Is When The Bull Market Is In Trouble
The current bull market is underpinned by unprecedented AI-driven capital spending, fueling economic and profit growth. Capital spending is projected to increase 60% over 2025, contributing nearly a f...
Watch CNBC's full interview with White House National Economic Council Director Kevin Hassett
White House National Economic Council Director Kevin Hassett joins 'Squawk Box' to discuss President Trump's tariffs agenda, his reaction to a new study by the New York Federal Reserve claiming that 9...
Higher U.S. Tariffs Not to Blame for Jump in Chinese Exports to Europe, ECB Says
There was little evidence of trade being diverted to the eurozone, although the central bank did find signs of diversion to Africa and ASEAN countries, the central bank said.
Durable-Goods Orders Slipped in December
Demand for U.S. durable goods slipped in December, according to delayed data published by the Commerce Department.
These are the only recession signals that matter to investors now
Economist finds residential investment, equipment and durable goods are best signals of an economic contraction.
The 'boomcession': Why Americans feel left behind by a growing economy
The U.S. economy could be in a "boomcession." A portmanteau of the words "boom" and "recession," the term can help explain why many Americans don't feel the economic growth appearing on paper.
S&P 500: The Path To 5,000 Is Getting Clearer
The S&P 500 could drop to 5,000 (25% correction) due to "cracks" in the market, including the breakdown of the dominant top 20 stocks and exhaustion of the AI trade. Price trends and indicators like t...
The Stock Market Needs a Spark to Ignite a Real Rally. What Could Light It.
The next week could prove crucial to Wall Street's optimistic outlook for stocks.
UBS lifts forecast for big tech bond sales this year
UBS lifted its 2026 forecasts for U.S. tech investment grade bond sales on Wednesday, pointing to rising spending by big tech firms, while cutting its forecast for leveraged loans on expectations that...
Why a 40-year Wall Street veteran is telling clients to sell everything American
Andy Constan says the rest of the world now offers more opportunities.
Chart Of The Day: How Much AI Capex Is Too Much?
How much is too much when it comes to AI capex? New survey data suggests worries are growing - big time!
This Market Rotation Highlights the AI Problem. Why Stocks Are Struggling for a Spark.
Berkshire bets on New York Times, Palo Alto beats on earnings, Nvidia wins megadeal with Meta, and more news to start your day.
Fed minutes show division, and talk of rate hikes, beneath January pause
Federal Reserve officials were in near-unanimous agreement to keep interest rates on hold at their meeting last month, but remained split over what might happen next, with "several" policymakers raisi...
Global Equities Push Higher, Dollar Rises on U.S.-Iran Progress
U.S. futures were higher in early European trade following a pause in tech declines.
AI Displacement to Remain a Headwind for US Stocks
Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." Chapters: 00:00:00 - MLIV 00:00:19 - AI 00:01:33 -...
Stock Market Today: Dow Futures Rise Ahead of Fed Minutes, Earnings
Dollar strengthens; stock futures and global indexes mostly gain
Treasury yields nudged higher as investors await Fed meeting minutes
U.S. Treasury yields edged higher on Wednesday as investors anticipated the Federal Reserve's meeting minutes and looked ahead to key inflation data.
Emerging market consumers are going to play a 'HUGE ROLE' in this, CEO says
Crossmark Global CEO & CIO Bob Doll lays out reasons to own international emerging markets, valuations and more on 'Making Money.' #bobdoll #emergingmarkets #stockmarket #investing #ewmergingmarkets #...
Moody's Gears Up For Q4 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
Moody's Corporation (NYSE: MCO) will release earnings for its fourth quarter before the opening bell on Wednesday, Feb. 18.
Straumann beats earnings expectations
Swiss dental implants maker Straumann on Wednesday reported full-year organic sales growth of 8.9%, slightly above expectations, citing a strong performance in EMEA markets.
Dow Jones And U.S. Index Outlook: Traders Are Looking For Direction
US stock benchmarks are starting the week confused, looking for direction. With no major US data until Friday's PCE, traders will be looking at geopolitics to guide sentiment.
Goosay: Fed to Cut Rates "At Least Twice" in 2026, Emerging Markets Will Outperform
The inflation and jobs picture paints a path for the FOMC to cut interest rates "at least twice" this year, says Michael Goosay. He explains how recent weakness offers leeway for the Fed to curb rates...
Stocks Gain as Tech Holds Up; Bonds Steady | The Close 2/17/2026
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 Chipotle's Adam Rymer, IHG...
What the 10-year Treasury's move toward 4% says about AI anxiety in markets
The S&P 500 on Tuesday finished only 1.9% away from its record finish in January, but that's masking a lot of AI turbulence
Stocks in AI's Crosshairs
Market turmoil unleashed by AI advances points up two seemingly contradictory fears about the tech: that it won't fulfil its very expensive promise and that it will swallow up vulnerable industries. -...
22 Reasons AI Data Center Construction Is In A Bubble
While AI itself should continue to grow, it just won't need hundreds of massive data centers; new technology will make it more efficient. AI capex-related stocks have dropped significantly since I fir...
US Stocks Climb as Gold and Silver Slip | Closing Bell
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec. -------- More ...
Long-Term Strategies in Silver & Gold Volatility, Software Sell-Off
Following the volatile short squeezes in gold and silver, Nigam Arora turns his attention to the path ahead in precious metals. He remains constructive on gold and silver moving higher and offers advi...
Wall Street Pauses AI Selloff in Choppy Start for Stocks
Amazon.com and Nvidia clawed back early losses to finish the day in the green. The three major stock indexes each rose 0.1%.
Stocks Are Doing Something Rare. That Spells Opportunity.
It's a funny moment in the market because while everyone knows there are lots of stocks that have fallen too far, it is difficult to identify them.
Druckenmiller's Duquesne Bets on Brazil Stocks, U.S. Financials, and Airlines
A quarterly regulatory filing disclosed increased stakes in Google and Amazon as of the end of December.
Treasury Yields Fall to 2026 Lows as Investors Flock to Bonds
Despite tariffs, deficits, and lingering inflation risks, investors are piling into Treasuries—pushing yields to their lowest levels of the year.
Fed's Barr Wants Proof Goods Inflation Is Retreating Before Additional Rate Cuts
Federal Reserve governor said the job market might be “especially vulnerable to negative shocks,” given low levels of job creation and a low firing rate.
Fed must dig deep on AI impact to make right rate calls ahead, Daly says
The Federal Reserve must dig deep on the data to assess whether artificial intelligence is boosting productivity growth and enabling faster economic growth without igniting inflation or requiring the ...
Why Investors Are Quietly Rotating Out Of Semiconductor Stocks
Semiconductor stocks have been a cornerstone of market rallies in recent years, driven by strong demand for chips powering artificial intelligence, cloud computing, and consumer electronics. Yet recen...
Has inflation really slowed? Not according to this new Fed study.
An apparent slowdown in inflation since last fall has eased worries on Wall Street, but skeptics are yet to be convinced price pressures have largely evaporated. A new Federal Reserve study might add ...
The Impact Of Tariffs On The Economy, The Deficit And The Consumer
The Impact Of Tariffs On The Economy, The Deficit And The Consumer
Wall Street's Rotation Strategy: Which Sectors Are Winning Now
Northwestern Mutual's Matt Stucky joins TheStreet to break down small caps, market rotation, AI disruption risks and his 2026 market outlook.
Forget AI—Tax Refunds Could Give Retail Stocks a Lift
Artificial intelligence anxiety has driven sharp moves in retail stocks, but rising tax refunds could provide a more durable tailwind for select companies this spring.
Betting On AI Bubble Burst Is Still A Losing Proposition
AI-related CAPEX surges have reignited dot-com bubble comparisons, but I see fundamental differences between now and the 2000s. Today's market leaders, including NVDA, exhibit far superior net profit ...
The Dry Bulk Bull Market Is Just Warming Up
Dry Bulk, specifically the Capesize vessel class, was cited as a top pick for 2026. Typically, January and February exhibit seasonal weakness.
Tech Stocks Dip as AI Doubts Linger on Wall Street
Dan Skelly, Head of Market Research & Strategy at Morgan Stanley Wealth Management, discusses AI capex expansion and valuation pressures. A selloff in several tech giants weighed on stocks amid linger...
ValuEngine Weekly Market Summary And Commentary
ValuEngine Weekly Market Summary And Commentary
AI Vs. Software: The $2 Trillion Paradox
The software sector experienced a $2T sell-off. Current market pricing assumes two mutually exclusive scenarios.
Weekly Market Pulse: Is The Stock Market Peaking?
US small-cap value, international value, international core, US large-cap value, midcaps, European stocks, and even REITs have all beaten the S&P 500. From the beginning of 2000 to the peak of the nex...
AI Spending Fears May Be Overdone as the Tech Selloff Reshapes the Market
Investors are increasingly worried that massive AI investment is creating hidden risks, but some strategists argue the market's tech selloff may actually reinforce the case for continued spending.