Stock Market News
Chef Lidia Bastianich on food inflation, new PBS special and top Thanksgiving tips
Lidia Bastianich, chef, restaurateur, ‘Lidia's Kitchen' TV host and ‘Lidia's The Art of Pasta' author, joins 'Squawk Box' to discuss the state of food prices, details of her new PBS special 'Lidia Cel...
Expect choppier markets ahead, says Fundstrat's Mark Newton
Mark Newton, Fundstrat global head of technical strategy, joins 'Squawk Box' to discuss the latest market trends, what to make of the recent volatility,
Is it finally ‘game over' for AI and Big Tech stocks?
Potential Fed rate cut in December could reignite a ‘risk-on' flame. Why the market looks to be in ‘early 1999'.
Prial: We're going to continue to see volatility this week
Nancy Prial, Co-CEO & Senior Portfolio Manager at Essex Investment Management, expects volatility as markets await Fed clarity and sees rising demand and improving consumer sentiment into next year.
S&P 500 Falls As Fed Officials Get Ready For Battle Royale Over Rate Cuts
The S&P 500 (SPX) experienced a lot of intraday volatility in the trading week ending on Friday, 21 November 2025. By the close of the week's trading, the index was down 1.95% from its previous week's...
The Wrap-Up for Monday November 24
The top headlines that could drive today's trading.
Kapoor: The dollar is likely to underperform heading into 2026
Kunal Kapoor, Global CEO of Morningstar, says 2024 has been strong, warns of AI overvaluation, favors global diversification, and expects another Fed cut next year.
Turning On The Lights On Social Media
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m.
5 Things To Know: November 24, 2025
CNBC's Andrew Ross Sorkin reports on the 5 things to know on November 24, 2025.
McKnight: Retail sales could be particularly important this week
Alan McKnight, CIO at Regions Wealth Management, discusses retail data, Fed cut expectations, and why markets are focused on clarity and broader growth into 2026.
A Market Rebound Can Last. Why Ukraine, Fed Rate Hopes Are Eclipsing AI Fears.
Interest rates should be higher based on the Taylor rule, Thanksgiving air travel will be busiest in 15 years, and more news to start your day.
Wall Street Needs Some Magic in December to Reignite Tired Tech Rally
Good riddance November slump. Hello December bump?
Morning Bid: Will the Fed come to the rescue?
What matters in U.S. and global markets today
Market Bubbles: A Rational Guide To An Irrational Market
Market bubbles carry a negative reputation because we witness the devastation in the aftermath of their collapse. However, from a broader perspective, market bubbles also carry active value.
Dow Surges Over 1% Amid Fed Dovish Remarks: Investor Fear Eases, Greed Index Remains In 'Extreme Fear' Zone
The CNN Money Fear and Greed index showed some easing in the overall fear level, while the index remained in the “Extreme Fear” zone on Friday.
What SA Page-View Patterns Of My Articles Reveal About Today's Market -- And What Should Investors Do?
SPY appears to be highly valued relative to forward earnings, and too concentrated on "hot" AI and hi-tech stocks, warranting a SELL. Page-view data reveals crowd psychology, with high engagement for ...
The Week Ahead: Markets Eye Fed Signals and Economic Releases in a Holiday-Shortened Week
U.S. markets enter a holiday-shortened week focused on key data, major earnings and Fed signals as tech weakness and mixed indicators pressure sentiment.
Playing The Long Game Amid Risk Market Turbulence
Among the factors driving equity market swings recently and since summer, monetary policy – and very recently, the fear of a misstep in monetary policy – has been particularly powerful. In our view, f...
Global Markets Rise Despite Concerns Over Potential AI Bubble
U.S. stock futures rose ahead of Thanksgiving following last week's volatile trading, while international markets were mostly higher.
European defense stocks slide as U.S., Ukraine make progress on peace plan
The U.S. said Sunday that there had been progress in talks at the weekend but that no agreement was reached on security guarantees for Ukraine.
Volatility to Stay Elevated on Data & Fed: 3-Minute MLIV
Guy Johnson, Kriti Gupta and Skylar Montgomery-Koning break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." -------- More on Bloomberg Television and Markets Like...
Don't Buy This Dip: It's Black Friday In The Equity Market
Nvidia delivered stellar quarterly results, but market volatility and liquidity concerns overshadowed fundamentals, causing a sharp stock pullback. Current market weakness is driven by liquidity short...
European defence stocks selloff deepens on Ukraine peace talks
Shares in European arms makers fell for a second day on Monday as the U.S. and Ukraine were set to continue work on a plan to end the war with Russia.
Treasurys Steady as Fed Outlook Uncertain, Thanksgiving Approaches
Treasury yields traded steady amid suggestions Federal Reserve policymakers are divided over whether or not to cut interest rates next month.
CNBC Daily Open: A turnaround in sentiment for U.S. markets may be in the cards
U.S. stocks rebounded on Friday but still ended the week lower. Futures rose Sunday evening stateside.
Weekly Market Pulse: Don't Be A Newton
The most common question I get is what exactly one could or should do when the market is this overvalued. The housing bubble that led to the 2008 crisis left nothing untouched in its aftermath.
European stocks set to start the week higher, following global market positivity
European stocks are expected to start the new trading week on a positive note, following their global counterparts higher as hopes resurface for a Fed rate cut.
Union asks judge to order Trump officials to fund US consumer watchdog
A federal employees' union on Sunday asked a federal judge to order the Trump administration to fund the top U.S. consumer watchdog, weeks after the agency said its cash could run out by year's end.
Flood of AI Bonds Adds to Pressure on Markets
Prices of newly issued bonds have slid, adding to investors' anxieties about stock valuations.
South Korea sees room for cooperation with Taiwan on US chip tariffs, trade minister says
South Korea sees room for cooperation with Taiwan on U.S. President Donald Trump's tariffs on chips, the country's trade minister said on Monday.
CNBC Daily Open: Some hope after last week's U.S. market rout
U.S. stocks rebounded on Friday but still ended the week lower. Futures rose Sunday evening stateside.
US Consumers Cautious but Still ‘Fundamentally Strong'
American consumer spending is still going strong, at least at some retailers. As The Wall Street Journal (WSJ) reported Sunday (Nov. 23), shoppers continue to flock to where they see value, as shown b...
Stock Futures Rise Ahead of Holiday-Shortened Week
Stocks were looking to extend their rally from Friday.
U.S. stock futures gain ahead of Thanksgiving week — and the crucial holiday shopping season
U.S. stock futures rose Sunday, in hopes of building on Friday's rebound, as investors await the start of the critical holiday shopping season following a wild week on Wall Street.
Bessent believes there won't be a recession in 2026 but says some sectors are challenged
Treasury Secretary Scott Bessent said the U.S. was not at risk of entering a recession in 2026 and that Americans would soon benefit from President Donald Trump's policies. Bessent acknowledged there ...
Wall Street Brunch: Will Turkeys Rescue Bulls?
The S&P 500 (SP500) and Nasdaq (COMP.IND) suffered losses last week, but Fed rate-cut hopes provided some relief ahead of Thanksgiving. Alibaba (BABA) draws attention with upcoming earnings; opinions ...
Why the stakes for stocks are so high in this short Thanksgiving trading week ahead
The U.S. stock market is heading into a shortened trading week, as investors break for Thanksgiving, with a lot riding on American consumers after a recent tumultuous stretch.
A $150 Billion Liquidity Storm May Be About To Hit Markets
The S&P 500 faces further downside as Treasury settlements drain liquidity from markets, with $150 billion set to settle over the next five sessions. Liquidity pressures have intensified since the rev...
A Fed Divided
U.S. equity markets dipped in a volatile week, while benchmark interest rates pulled back from one-month highs, as renewed anxiety over stretched AI-driven valuations collided with mounting monetary p...
'Sell America' is Over—Global Investors Are Sticking With US Treasurys
If there were any lingering thoughts that foreign investors are dumping U.S. Treasury securities—and threatening to raise interest rates for American households—the latest data from the federal govern...
We Are Very Likely In A Bubble
Billionaire Ray Dalio recently asserted that the market is in a bubble. I examine why this is the case.
Wall Street Week Ahead
After a difficult November so far and coming off its worst week since early October, Wall Street will get a bit of a reprieve in the form of Thanksgiving. Due to the festival, markets will be shut on ...
Investors eye holiday season turbulence amid AI and rate cut doubts
Stock market investors are preparing for a turbulent year-end sparked by uncertainty over near-term Federal Reserve interest rate cuts and mounting worries that artificial intelligence companies, whic...
Global week ahead: Which tail is wagging the market dog?
Wave of volatility roils global stock markets CNBC covers Adopt AI in Paris
AI Investors Want More Making It and Less Faking It
The artificial-intelligence industry took Silicon Valley's hustle mentality to an extreme—and investors are catching on.
How CEOs got more comfortable with tariffs: We analyzed 5,000 earnings calls to find out
Trump's trade war is a pain, but less so than many executives expected. Among products getting some relief from tariffs are auto parts and cocoa.
The 1-Minute Market Report, November 23, 2025
The S&P 500 gave up 1.9% last week amid heightened volatility, with a key reversal day and ongoing uncertainty over December rate cuts. Investors shifted out of riskier assets, selling tech, blockchai...
Goldman's Waldron on how tariffs are impacting the economy
"We believe that much of the absorption of tariffs has actually been in the value chain in the company margin and hasn't been passed on," says Goldman Sachs President and COO John Waldron at the Bloom...
Wall Street's wild week shows just how fragile confidence in the stock market has become
Friday's market rebound was “not built on anything solid but something very ephemeral,” says strategist.
An Overlooked Market Signal Points To Potential Upside
I've seen a lot more news stories trying to do something that seems a bit weird these days: stoke anger between generations.
Boston Fed President Susan Collins Sees No ‘Urgency' for December Rate Cut
The remarks come a day after another another Fed official said there is room for a cut, and show the challenge Fed Chair Jerome Powell faces in trying to build consensus.
Hunting For AI Bubbles? Look Outside Of AI But Stay Invested
Nvidia delivered a stellar Q3 FY26 report, yet market volatility reflects rising concerns about broader macro fears rather than an AI bubble. Recent market jitters stem from global liquidity concerns,...
This Ignored Stock Indicator Just Flashed Green (Time To Buy!)
I've seen a lot more news stories trying to do something that seems a bit weird these days: stoke anger between generations.
Fed's Collins: Monetary policy currently in right place, hesitant about cutting rates
Federal Reserve Bank of Boston President Susan Collins said Saturday that she's still leaning against the U.S. central bank cutting its interest rate target next month as it faces ongoing risks to bot...
This Looks Like A Bubble: The Alarming Signs Inside The AI Boom
AI-driven market gains are concentrated in a handful of tech giants like NVIDIA (NVDA), Microsoft (MSFT), and Alphabet (GOOG), fueling bubble concerns. Despite real revenue and earnings growth for NVD...
Fed Watch: A House Divided?
By Kevin Flanagan, Head of Fixed Income Strategy Key Takeaways With the government shutdown temporarily resolved, market attention has shifted to whether the Fed will cut rates at its December meeting...
The Market Doesn't Know Where To Go: There Are Bubbles, And Then There Are Bubbles
Current AI investment resembles past industrial bubbles, which, despite failures, leave lasting innovations that benefit society. eff Bezos highlights the transformative impact of AI, predicting it wi...
The AI Wealth Transfer No One Sees Coming - And Why I'm Preparing Now
The AI revolution is entering a new phase, shifting from infrastructure buildout to proving real economic benefits and returns on massive investments. Funding for AI data centers is increasingly relia...
EU and US to restart trade talks as sticking points on July tariff deal remain
US officials to hold high-level talks in Brussels amid unhappiness in Washington at slow action on July deal
Wall street outlook: 5 factors that could shape the week ahead
As Wall Street enters the shortened Thanksgiving trading week, investors face a cocktail of competing uncertainties that could amplify volatility heading into December.
A Fed rate cut next month seemed doubtful. Here's why it's now likely to happen.
Despite dramatic differences among Fed officials, opinions are coalescing behind a third interest-rate cut in succession.
What Moved Markets This Week
Wall Street posted its worst week since early October on Friday, as Nvidia's (NVDA) blowout quarterly results failed to lift the artificial intelligence trade and U.S. economic data presented a diffic...
Investors Clamor for a Peek Behind the Private Markets Curtain
Wall Street wants to sell data on private markets, where pensions and colleges pay hefty fees and receive scant information.
The Nasdaq Has Had 4 Big Selloffs Since 2022. Is This One Different?
It's been a pattern of the AI age. Every time the Nasdaq sells off, it quickly returns to previous highs—and rises from there.
The Fed's Next Rate Move Has Everyone Guessing. Why Confusion Reigns.
A senior Fed official revived investors' rate-cut hopes, leading to more market confusion about December' policy decision.
Markets Weekly Outlook: U.K. Budget In Focus As Global Equities Eye Recovery
The week draws to a close on a positive note after a significant selloff in risk assets as US rate cut bets continued to decline from the Federal Reserve's December meeting. US jobs data for September...
Q3 Earnings Beat Expectations Amid Signs Of AI Fatigue
Q3 2025 earnings season results mattered more in the absence of economic data during the government shutdown. U.S. companies soundly beat earnings expectations, with strength in many AI and non-AI fir...
Nasdaq 100: US Stocks Lift on Friday's Rate-Cut Hopes as Tech Stocks Remain Fragile
US stocks rebound on Fed rate-cut hopes as traders rotate out of risky tech stocks, with volatility elevated and crypto sliding to new lows.
Earnings Euphoria Vs. Market Reality: Nvidia's Reversal, Fed Uncertainty, And The Volatility Trade
Nvidia delivered outstanding earnings and strong guidance, yet the stock reversed sharply the following day as profit taking, stretched positioning, and fragile sentiment around the AI trade drove a b...
Starting Monday, every data point will be scrutinized, says Jim Cramer
'Mad Money' host Jim Cramer looks ahead to next week's market game plan.
Trump said this week he expects lower interest rates once he can install a new Fed chair in May, but rising opposition to a December rate cut inside the central bank suggests he might not get his way
The president expects his next Fed chair to lower rates, but growing internal opposition shows the limits of a leadership change—and threatens to end decades of consensus.
A Wild Week in Markets Leaves Wall Street Bracing for More
The S&P 500 fell almost 2% this past week as fears of an AI bubble led to sharp intraday market swings.
Bill Ackman Eyes Simultaneous Public Offerings of Firm and New Fund
The billionaire investor wants to take his hedge-fund management company, Pershing Square, public at the same time as a new closed-end fund next year.
Japanese Policy Holds the Key to Global Markets, Not the Fed
If Japan raises interest rates to halt the yen's slide, liquidity will evaporate, upending stock and bond markets around the world.
Going to see more dissents than ever at upcoming FOMC meetings, says Peter Boockvar
Peter Boockvar, One Point BFG Wealth Partners, joins 'Fast Money' to talk what to expect from teh Federal Reserve in Fed Chair Powells final meetings.
8 Reasons We're Definitely NOT In A Bubble
I argue that despite high valuations and AI hype, current market conditions do not constitute a bubble of any kind. AI's exponential growth and real-world applications, especially by AI winners, justi...
3 Reasons Why Investors Might Dismiss Japan's Record Bond Yield Spike
Japan's 40-year treasury bond yield spike is unlikely to trigger global market turmoil, as the carry trade and risk factors are already priced in. U.S. equities remain attractive versus Japan due to s...
What the Jobs Report Tells Us About the Economy
What does the September jobs report, delayed by six weeks because of the government shutdown, say about the economy? Lydia DePillis, our economics reporter, describes how the report, which was better ...
US stocks rebound to close Friday's session higher, Thanksgiving turkey price trends for this year
Market Domination Overtime host Josh Lipton looks back on the day's market moves after the closing bell on November 21, 2025. Carnegie Investment Counsel Director of Research Greg Halter joins the pro...
Fed's December decision will be controversial and messy, says Allianz' Mohamed El-Erian
Mohamed El-Erian, Allianz chief economist, joins 'Closing Bell' to discuss the Federal Reserve's December rate decision, if equity markets will impact the Fed and much more.
Market pullback has been a healthy development, says Wilmington Trust's Meghan Shue
Meghan Shue, Wilmington Trust, joins 'Closing Bell' to discuss the risk-reward outlook for equity markets, where they go from here and much more.
AI, Crypto Anxiety Creates Volatile Week for Markets
Bloomberg's Caroline Hyde discusses the wild ride markets have been on as AI and crypto anxiety hit investors. Plus, OpenAI is teaming up with Foxconn to design AI data center hardware in the US.
US Business Activity and Optimism Boosted by End of Government Shutdown
Business activity in the United States increased for the second consecutive month and reached a four-month high in November, S&P Global said Friday (Nov. 21). The company's Flash U.S. Composite PMI Ou...
US consumer bureau shifts to limited oversight instead of dismantling agency
The U.S. Consumer Financial Protection Bureau announced on Friday that it intends to continue supervising financial institutions on a limited basis in 2026, signaling a shift from acting Director Russ...
Investors Weigh Macro Risks as AI Anxiety Rises
Eric Beiley, managing director and wealth manager for The Beiley Group at Steward Partners, discusses the volatility in the markets and the macro factors impacting investors. He joins Caroline Hyde on...
The Bull Run Keeps Sputtering. What We Have Here Is a Worrywart Market.
“AI is in a rational bubble,” says Mohamed El-Erian. “It makes sense to overinvest in it, to overspend on it, because the payoff is enormous.
Why trouble for the biggest foreign buyer of U.S. debt could ripple through America's bond market
Developments in Japan are creating a risk that investors in the U.S. Treasury market may one day pull the rug out by keeping more of their savings at home.
Bitcoin pullback is ‘a warning' to markets: Strategist
How crypto's current slide was a "warning" of a broader pull-back from risk, according to this strategist. About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfoli...
10-year Treasury yield falls under 4.1%
CNBC's Rick Santelli reports on news regarding bond markets.
As Sentiment Shifts, Fundamental Momentum Will Outperform Price Momentum
Recent market sentiment has shifted, causing a pullback in high-valuation momentum names, especially in tech and AI-related stocks. The article distinguishes between fundamental momentum (growth-justi...
Traders Cling to Fed Cut Bets, Optimism on Credit | Real Yield 11/21/2025
"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: Federated Hermes Senior Portfolio Manager Deborah Cunningham, Columbia Threadneedle Fixed Income Portfolio Ma...
Bitcoin's "Ripple Effect" & FOMC Rate Cuts: Mind Doubled-Edged Swords in Markets
Ben Emons calls the current market environment "fragile." He points to the staggering selling activity in Bitcoin and crypto-tied stocks as an impact that will last for weeks to come.
The Fed Is Unlikely To Lower Interest Rates In The December FOMC Meeting
In the near term, I am no longer bullish on the broader markets in the US. It has nothing to do with fundamentals (especially those of tech companies).
Investment banker Byron Trott on how the wealthy view the stock market
CNBC's Robert Frank sits down in a rare and exclusive interview with two of the most well known and secretive bankers to the wealthy, Byron Trott and Gregg Lemkau, co-CEOs of BDT & MSD Partners. Trott...
The Fed's Made A Big Mistake
Markets have experienced a sharp selloff due to the Federal Reserve's unexpectedly hawkish shift and worsening liquidity conditions. The Fed's late-cycle pivot, driven by inflation concerns, has creat...
US midday market brief: Dow jumps 700 points after Fed's Williams hints at another rate cut
Federal Reserve President John Williams sparked a major equity rally on Friday by signaling that the central bank still has room to cut interest rates in the near term, boosting investor appetite for ...
Stocks Are Having a Tough Month. But the AI Bubble Is Down—Not Out.
Wells Fargo analyst Ohsung Kwon put out his 2026 outlook, and predicts that the S&P 500 will end the year at 7800
Time to 'buy the dip' as resilience remains evident through economic data: Oppenheimer's Stoltzfus
John Stoltzfus, Oppenheimer chief investment strategist, joins 'The Exchange' to discuss where to look for market opportunities, the sectors the strategist favors and much more.
Wall Street Roundup: Nvidia Dips, Bitcoin Cracks, Retail Winners Emerge
Nvidia (NVDA) delivered strong earnings driven by 66% data center growth, but shares fell as markets turned cautious. Retail sector saw divergent results: Walmart (WMT) outperformed with strong e-comm...
When Will This Selloff End?
Stocks have been beaten up bad lately, with technology shares particularly in pain.