Stock Market News
What A Bear Steepener May Mean For The Market Outlook In 2026
The yield curve is poised to steepen into 2026, driven by Fed rate cuts and rising global rates. Rising term premiums and increased Treasury issuance could push the 10-year Treasury yield above 5%.
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
Each week, Benzinga's Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention.
To lower crypto investment risk, the market is starting to diversify
Volatility will remain a feature of the cryptocurrency market, making appropriate portfolio allocation sizing a key decision for investors. The introduction of many ETFs covering leading cryptos like ...
My S&P 500 Prediction On Sector Outperformers And Laggards In 2026
The S&P 500 sector ETFs delivered strong gains in 2025, led by XLK (+25%), XLC, and XLI, with technology and AI investment driving outperformance. XLK is poised to outperform in 2026, fueled by contin...
2026 Market Outlook - A Soft Landing Will Bring More Bull Market Gains
I remain bullish on US equities into 2026, expecting a 10% S&P 500 return, with small caps (IJR) likely to outperform due to valuation and earnings growth. Economic expansion should continue, supporte...
Cleveland Fed President Beth Hammack said she doesn't see any need to change interest rates for several months in an interview with The Wall Street Journal
The Cleveland Fed president, who will vote on rates in 2026, said she is taking November's cooler inflation reading “with a grain of salt.”
2026 Outlook: The Market Enters A Full Risk-On Regime
I rate the S&P 500 a 'Strong Buy' with a 2026 year-end target of $8,280, implying a 20% gain from 2025. Aggressive rate cuts, renewed QE, and rising unemployment driven by AI-led efficiency, not econo...
The Private-Credit Party Turns Ugly for Individual Investors
Funds called BDCs that make corporate loans have had a rough 2025, just as the private-credit industry looks to “democratize” their offerings.
What to Expect in Markets This Week: Christmas Holiday, GDP, Consumer Confidence, Jobless Claims
Traders will get some time off this week with the Christmas holiday ahead, though there is some economic data to watch for in the days to come.
SpaceX eyeing public market: it could be ‘the IPO of the year', says Teresa Rivas
Barron's Roundtable panelists Ben Levisohn, Teresa Rivas and Josh Schafer analyze market movers and cover the Medline IPO and potential SpaceX public market entry on ‘The Bottom Line.'
The 1-Minute Market Report, December 21, 2025
The S&P 500 marked time last week, masking underlying sector weakness and a tired market tone. Money rotated from small caps, value, energy, and foreign equities into Nasdaq, Mag 7, growth, consumer d...
Consumer Confidence, Economic Activity Data, and a Short Trading Week for Christmas
In a shortened trading week, we'll also see third-quarter gross domestic product growth estimates from the Bureau of Economic of Analysis.
Top Trump economist calls new inflation data ‘blockbuster,' says economy mirrors first term gains
White House official calls November CPI report 'blockbuster' as inflation rises less than expected, though stops short of declaring victory on prices.
A Different Market Is Coming In 2026: Sector Winners And Losers
In 2026, I expect a shift from narrative-driven momentum to a regime rewarding cash flows, capex management, and ROIC. Utilities (XLU) and Industrials (XLI) are best positioned for outperformance, ben...
Don't bet on lots of hiring and new jobs in 2026 — or lots of layoffs, either
The U.S. jobs market took a sharp turn for the worse in 2025, and it doesn't look like hiring will catch fire in the new year.
In 2024, prediction markets called the presidential election before the polls could. Now, they're mostly betting on sports.
Prediction markets saw exponential growth in 2025 — and things are just getting started.
I Reshaped My 15-Stock Portfolio With One High-Conviction Decision
My dividend growth portfolio, launched in 2021, was initially designed as a 'Never Sell' long-term wealth builder. Life changes, including a move to Albania and new tax considerations, prompted a reas...
What Moved Markets This Week
Wall Street largely eked out weekly gains on Friday, with the benchmark S&P 500 index (SP500) finishing slightly positive. Sentiment improved due to delayed economic data that reinforced expectations ...
2026 Market outlook: Key trends in stocks, bonds, and crypto for investors to watch
Yahoo Finance anchor Josh Lipton breaks down key investing themes as we head into 2026. Some of the topics covered are the economic outlook, stocks, bonds, the Federal Reserve, crypto, tariffs, and mo...
The Chorus Of The Bulls
The latest Global Fund Manager Survey published by the Bank of America is out. The sentiment indicator is the highest it has been since July 2021.
Weekly Commentary: Global Monitoring Report On NBFI
The Bank of Japan raised its policy rate by 0.25 percentage points to around 0.75%, a three-decade high, and signalled its readiness to continue monetary tightening if conditions are right. The yen cl...
From Hype To Scrutiny: Markets Enter A More Discerning Phase
Residual angst from Oracle and Broadcom's earnings underscored rising investor scrutiny within the AI complex, though sentiment improved late in the week following Micron's strong earnings and a bulli...
2026 Sector Outlook: Energy Will Surprise, Tech Will Remain On Top
I am bullish on XLK (Technology), XLC (Communications), and XLE (Energy) for the remainder of this year and into next. Tech's AI-driven CapEx cycle should sustain outperformance, provided profit margi...
Apollo CEO, economist, and executives discuss the economy, wealth building, the Fed, AI, and more
As part of Yahoo Finance's exclusive coverage with executives at Apollo Global (APO), Yahoo Finance Executive Editor Brian Sozzi sits down with Apollo Global Management to discuss the Federal Reserve'...
OpenAI should strike while iron's hot, raise $200 billion at $1 trillion valuation: Jim Cramer
CNBC's Jim Cramer breaks down the AI trade, the market rotation into consumer-facing names, the recent Oracle volatility, where the data center trade may head from here and more.
There is where stablecoins can offer a powerful advantage, according to Fed governor
Federal Reserve Board Governor Stephen Miran discusses the role of cryptocurrency in society on 'Making Money.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #makingmoney #crypt...
Data center stocks can get on track if OpenAI raises money, Jim Cramer says
CNBC's Jim Cramer on Friday explained how he thinks the data center sector can regain its footing on the market. He suggested OpenAI needs to raise cash to pay Oracle some of the $300 billion it owes ...
Underlying inflation is running pretty close to the Fed's target, Stephen Miran explains
Federal Reserve Board Governor Stephen Miran unpacks the consumer price index and where inflation is headed on 'Making Money.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #mak...
The Stock Market Needs to Focus on Lucky 13
The market reacts, overreacts, and recovers quickly these days, and a lot of it amounts to nothing. We suggest embracing the number 13
Friday's Final Takeaways: MU Earnings, A.I. Trade Lifts Market
From Micron (MU) earnings to the A.I. trade lifting the market, Sam Vadas and Tom White turn to these headlines.
The 2026 Market Setup Is Becoming Clearer
Inflation cooled to 2.7%, supporting Fed easing, but shutdown-related data gaps mean the disinflation trend still lacks full confirmation. The Fed's hawkish cuts improve valuation support without enco...
AI will still be a tailwind in 2026, says NB Private Wealth's Shannon Saccocia
NB Private Wealth's Shannon Saccocia joins 'Closing Bell' to discuss how the equity market feels, the themes for next year and much more.
Dan Ives: 2026 will be key period to show next stage of AI trade from software and cyber
Dan Ives, Wedbush Securities, joins 'Closing Bell' to discuss why 2026 will be an inflection point for tech, what isn't known about the Microsoft story and much more.
Stocks Rise as Tech and AI Names Rebound | 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.
2026 Outlook: I Look For Fed Pivot And AI Boom To Lift The S&P 500 To 8000
I rate the S&P 500 a Strong Buy, targeting 8000 by year-end 2026, driven by robust earnings growth. Gen AI integration, a dovish Fed pivot, and resilient consumer spending are expected to fuel higher ...
Big dynamics in markets are still favorable for risk, says Goldman's Tony Pasquariello
Tony Pasquariello, Goldman Sachs head of hedge fund client coverage, joins 'Closing Bell' to discuss how investors should position their portfolio in 2026.
Shoppers are focusing on quality, not deals, in the final days before Christmas
After shoppers focused on deals early on in the holiday season, search interest shows they're more interested in brands perceived as high quality as Christmas approaches. There's also been an increase...
Technical Analysis: Use Strong Stock Market Days to Sell, Charts Suggest
Forget buying the dips. It's time to use the rips to exit positions.
Balance Sheets Starting to Fray, Says JP Morgan's Aliaga
JP Morgan Global Market Strategist Stephanie Aliaga discusses how investors are reacting to AI spending and private market fundraising. She joins Caroline Hyde on “Bloomberg Tech.
Yields rise after latest CPI data
CNBC's Rick Santelli reports on news regarding bond markets.
'Developing a Consensus' Key for Incoming Fed Chair
President Donald Trump has indicated that Kevin Hassett and Kevin Warsh are his top choices to lead the US Federal Reserve to take over for current chairman Jay Powell. The president has indicated he ...
Tech Stocks Are Surging Friday. Is the AI Trade Making a Comeback?
Are investors ready to pile back into the AI trade?
Investors should stay in the market but in unpopular places, says MAI Capital's Chris Grisanti
Chris Grisanti, MAI Capital, joins 'Power Lunch' to discuss how to think of the overall market behavior, how to outperform a top heavy index and much more.
US midday market brief: stocks rise as Nvidia lifts AI trade, Nasdaq leads gains
US stocks displayed resilience on Friday as Nvidia and other AI-focused semiconductor names powered a tech-led rebound, sending the Nasdaq Composite higher while the S&P 500 and Dow Jones also advance...
Christopher Waller has ‘strong interview' with Trump for Fed chair job: report
The interview took place inside the president's residence and wrapped up shortly before Trump addressed the nation on the economy Wednesday night.
Fed setup is for accommodative bias into 2026, says Citi's Scott Chronert
Scott Chronert, Citi U.S. equity strategist, joins 'The Exchange' to discuss the Federal Reserve, the consensus bull case and much more.
Waller had a strong interview for Fed chair with Trump as pres. appears to turn focus to job market
Fed Governor Christopher Waller had a “strong interview” for the Fed chair position with Trump, according to two senior administration officials. CNBC's Steve Liesman has the details.
Wall Street recovers from losses earlier in the week, as AI stocks climb
Stocks rose in morning trading on Wall Street Friday and further trimmed losses from earlier in the week for several major indexes.The S&P 500 jumped 0.8%, adding to gains made on Thursday.The Dow Jon...
Morgan Stanley's Michael Zezas on policy catalysts to watch in 2026
Michael Zezas, Morgan Stanley head of U.S. public policy research, joins CNBC's ‘Money Movers' to discuss how the Supreme Court's tariff decision could affect markets in 2026, the Fed's independence, ...
2025 Market Review: What Worked, What Didn't And What's Ahead
Gold, data centre-related stocks and financials performed well in 2025. Oil, software and consumer stocks were among the laggards.
Space Wars, AI Drones, And Wall Street's New Favorite Trade
Several space and defense technology companies' stocks moved sharply higher after KeyBanc Capital Markets initiated coverage across the group, as investors reacted to bullish long-term growth commenta...
S&P500 and Nasdaq: AI Rebound Lifts US Stocks with Quad-Witching Positioning in Focus
Tech stocks lift US stocks as Nasdaq and S&P500 advance, boosted by an AI rebound and quad-witching flows, with traders watching how the stock market handles rising volatility.
A Major Market Shift Is Starting To Emerge
Inflation expectations have sharply declined, signaling either fading inflation concerns or a looming economic slowdown. 5-year CPI Inflation Swaps have dropped to 2.29%, aligning with long-term histo...
AI is a bubble, and figuring out exactly when it's going to burst is really hard: GMO's Ben Inker
Ben Inker, GMO co-head of asset allocation, joins CNBC's 'Money Movers' to discuss AI bubble concerns, Japan's stock revolution and more.
This Is What Could Actually Break the Market in 2026
Ron Insana lays out the risks that could upend markets in 2026.
Fed's Goolsbee says rates ‘could come down' if economy stays on ‘golden path'
The Fed's Austan Goolsbee signaled more rate cuts are possible if inflation trends continue improving, calling November's CPI data encouraging for policymakers.
Week Ahead for FX, Bonds to Jan. 2: U.S. Data in Focus in Quiet Holiday Period
Focus will center on a smattering of U.S. data releases, particularly GDP, as investors gauge the performance of the U.S. economy.
What Christmas Tree Sales Tell Us About Holiday Spending
The needles are pointing to a more cautious consumer this year.
Nasdaq 100: Tech Stocks Lift US Indices Today as AI Optimism Builds Mid-Session
Tech stocks lift US indices today as AI optimism boosts the Nasdaq, while Nike's China miss pressures the Dow in a volatile mid-session stock market update.
Strategy for 2026's Midterm Year
Next year is an election year and they're notoriously volatile for markets. That means investors should be open to the possibility of new market leadership.
If It Walks Like A Duck
The current AI-driven market rally increasingly mirrors the late stages of the 1990s Internet Boom. Valuation exuberance and speculative behavior are becoming more pronounced, raising concerns about s...
It's going to be an uphill battle to convince the fed to cut rates: Apollo Global's Torsten Slok
Torsten Slok, Apollo Global chief economist, joins 'Squawk on the Street' to discuss the new fed chair candidates, cutting interest rates, the unemployment rate and more.
AI trade ‘is still alive and well' despite softening economic data, says J.P. Morgan's Meera Pandit
Meera Pandit, J.P. Morgan Asset Management global market strategist, joins CNBC's ‘Squawk on the Street' to discuss the market reaction to lower consumer sentiment, the fed's outlook and more.
Japan Hikes & U.S. Cuts: Weighing Interest Rate Outlooks Ahead
The Bank of Japan raised interest rates to the highest level in 30 years. @CharlesSchwab's Collin Martin explains what it means for global central banking outlooks, including the Fed's in the U.S. He ...
U.S. Labor Market Softened in October, November
The Conference Board's Employment Trends Index declined to 105.80 in a joint number for both months, fueling further concerns about hiring after the unemployment rate edged higher.
November home sales struggle as supply stalls.
CNBC's Diana Olick joins 'Squawk Box' with the latest home sale data to cross the tape.
Consumer sentiment revised lower to 52.9 in December
Rick Santelli joins 'Squawk on the Street' with the latest economic data to cross the tape.
Consumers say they are in a sour mood, but their spending habits say something different
Consumer sentiment sits near a record low at the end of 2025, but the news isn't all bad.
Consumer Sentiment Rose in December But Remains Dim, Michigan Survey Suggests
The University of Michigan's monthly survey's headline index rose to 52.9 this month, from 51 in November.
Core PCE Steadies, Existing Home Sales Higher, Japan Raises Rate to Historic Levels
George Tsilis takes investors through a slew of economic data that hit markets Friday morning. On consumer sentiment, he notes a year-over-year decline, but a range in recent months shows stabilizatio...
Home sales climb to a 9-month high as sellers finally give in
Parts of the housing market are slowly waking up, and some lucky buyers are emerging victorious. Sales of existing homes rose for the third month in a row in November, as some buyers came back to the ...
NY Fed President Williams says some 'technical factors' distorted November's CPI reading downward.
New York Federal Reserve President John Williams said Friday that “technical factors” likely distorted November's inflation data, pushing the headline reading lower than it otherwise would have been. ...
Fed seeks feedback on limited 'payment accounts' for some firms
The U.S. Federal Reserve announced Friday it was seeking feedback on establishing limited "payment accounts" for some financial firms, that would grant access to Fed payments services for clearing and...
Home Sales Rose in November for the Third Consecutive Month
Sales hit their highest level since February, after lower mortgage rates injected some fresh momentum into the long sluggish housing market.
November home sales struggle as supply stalls
Housing inventory dropped 5.9% in November from October. The median price of a home sold in November, meanwhile, was $409,200, an increase of 1.2% from November 2024.
US stocks open in the green as AI stocks attempt a Santa rally: Nasdaq up 0.5%
US stocks opened higher on Friday, led by gains in technology shares, as the artificial intelligence trade attempted to regain momentum after a volatile stretch. The Nasdaq Composite rose 0.5%, while ...
Watch CNBC's full interview with New York Fed President John Williams.
CNBC's Steve Liesman and New York Fed President John Williams joins 'Squawk Box' to discuss the state of the economy, impact of shutdown on November CPI data, the Fed's inflation fight, interest rate ...
2026 Market Outlook: The Year Of Real Assets As AI Hype Reaches Peak
The S&P 500 could be set for 8% to 12% growth next year, even with the Shiller PE Ratio close to its dot-com bubble high at 39.59. U.S. November CPI fell to 2.7% with core inflation falling 40 basis p...
NY Fed Pres. John Williams: Some 'technical factors' distorted November's CPI reading downward
CNBC's Steve Liesman and New York Fed President John Williams joins 'Squawk Box' to discuss the state of the economy, impact of shutdown on November CPI data, the Fed's inflation fight, interest rate ...
US Trade Chief Says Trump Reset Global Trading Order
US Trade Representative Jamieson Greer says the US tariff plan is in “good shape” heading into 2026 as the Trump administration “has essentially reset the global trading order.” Greer addresses the af...
2026's Questions on A.I. Story, Fed Cuts & Crypto's Key $90K Level
Ahmed Riesgo calls the latest rotation out of A.I. stocks "heathy" and poses many questions for the tech narrative in 2026.
NY Fed President Williams says some 'technical factors' distorted November's CPI reading downward
NY Fed President Williams says some 'technical factors' distorted November's CPI reading downward
Hunting For Reliable Returns In 2026
US economic weakness and the potential impact on equities. Are markets in a "stagflation-lite" scenario?
Big central banks signal rate-cut cycle is ending
Central banks in big economies are signalling a change of stance as the Bank of Japan raised interest rates to a 30-year high on Friday.
2026 Market Outlook: 6 Growth Drivers, S&P 500 +14%
The market outlook for 2026 is positive, considering the large tax refunds about to drop, deregulation, and lower inflation. Despite AI bubble fears, and previous concerns about recession, the S&P 500...
Markets quietly welcome EU shift to joint borrowing for Ukraine loan
Investors welcomed the European Union's decision to fund lending to Ukraine through borrowing on Friday, saying it cemented the use of joint debt as a financing solution while avoiding a legally conte...
Fed chair candidate Waller had 'strong interview' as Pres. Trump narrows shortlist to four
CNBC's Steve Liesman joins 'Squawk Box' with the latest developments on the search for the next Fed chair.
Rosa: It was a good quarter, but the second-half guide raised real questions
Ari Rosa, Senior Analyst at Citi, says FedEx delivered a solid quarter, but weaker second-half guidance and freight margin pressure cloud the outlook. Strength in Express and Network 2.0 keeps him bul...
5 Things To Know: December 19, 2025
CNBC's Andrew Ross Sorkin reports on the 5 things to know on December 19, 2025.
Wall Street banked on a flurry of deals under Trump in 2025. It wasn't that simple
Dealmakers across industries in the U.S. expected the floodgates to open in 2025 with the expectation of looser regulations with President Trump in office. M&A activity didn't live up to expectations ...
The media is 'flat wrong' about this: GOP lawmaker
Sen. Markwayne Mullin, R-Okla., touts the Trump administration's efforts to drive down inflation on 'The Evening Edit.
Waller had a 'strong interview' for Fed chair with Trump as president appears to turn focus to job market
Fed Governor Christopher Waller had a "strong interview" for chair with Trump, according to two senior administration officials. The Fed chair candidate list has narrowed to four: Kevin Hassett, Kevin...
The Wrap-Up for Friday, December 19
The top headlines that could drive today's trading.
Stock Markets May Have Been Hasty With Inflation Bounce. Beware These Risks.
TikTok and Oracle sign an agreement for a U.S. venture, Nike beats forecasts but China sales disappoint, more news to start your day.
Chart Of The Day: The Bull Market Rides Into Year-End
The MoneyShow Chart of the Day shows the weekly chart of the S&P 500 Index (SPX) going back three years, with 20-week, 50-week, and 200-week simple moving averages plus MACD.
Here's why current wobbles in stock market darlings may not be a sign of troubles ahead
A more critical view of AI winners is sensible, says Nomura analyst
AI layoffs could far outpace new jobs — past economic shocks reveal how fast that can fuel unrest, a professor says
London Business School professor Ekaterina Abramova said that AI layoffs may exceed job creation. Abramova said rapid AI change could spark unrest as institutions struggle to keep pace.
Morning Bid: All I want for Xmas is accurate economic data
Everything Mike Dolan and the ROI team are excited to read, watch and listen to over the weekend.
Global Markets, U.S. Futures Nudge Up on Cool U.S. Inflation
U.S. futures were largely up after a lower-than-expected U.S. inflation print prompted a tech-led rally in the U.S. on Thursday.
Stock Market Today: Bond Yields Rise After Japan Hikes Rates; Nasdaq Futures Inch Up
Yen weakens after Bank of Japan raises interest rates to 30-year high