Stock Market News
Mounting Uncertainty
It was a week where extraordinary uncertainty turned only more acute. The administration's tariff policies are now in disarray, with the status of tariff applications and rates, trade agreements and r...
‘2026 MIRACLE' awaits those with patience after stock market roar
Fisher Investments executive chairman and CEO Ken Fisher discusses his bullish 2026 economic forecast on ‘Making Money.'#fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #makingmone...
Stocks Fall as Software Weakness, Tariff Risks Weigh | Closing Bell
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Kristine Aquino, Carol Massar and Emily Graffeo. -------- Mor...
Why software stocks lost more than $200 billion in market cap today
Artificial-intelligence fears have dogged the software sector this year — and the pressure continued on Monday with renewed intensity.
Today is a risk-off day to sell the things that have done well, says DCLA's Sarat Sethi
Sarat Sethi, DCLA managing partner, joins 'Power Lunch' to discuss the price action in equity markets, the recent performance in software stocks and much more.
Congress contemplates its role on tariffs after Supreme Court decision
Friday's Supreme Court ruling striking down many of President Donald Trump's tariffs is the biggest blow to his trade agenda, but anger over tariffs has been bubbling in Congress for months. GOP strat...
The Supreme Court ruling on President Trump's tariffs has left foreign officials and exporters scrambling to figure out whether to rewire supply chains and reopen trade deals
The Supreme Court ruling has left foreign officials and exporters scrambling to figure out whether to rewire supply chains and reopen trade deals.
Trump Overstepped Authority on Tariffs, Says Nevada Attorney General
Nevada Attorney General Aaron Ford says President Donald Trump overstepped his authority when it came to tariffs. He says he was not surprised by the Supreme Court's ruling.
Rest Of World Pulls Ahead
The US is experiencing near-historic underperformance relative to the rest of the world so far this year. The US S&P 500 (SPY) is basically unchanged YTD following today's declines, whereas the rest o...
'Staring down the barrel at higher costs': UK businesses face uncertain future over US tariffs
UK businesses are facing uncertainty and higher costs as Donald Trump's new global tariff hike is set to take effect from Tuesday.
Markets Take Supreme Court Tariff Ruling, U.S.-Iran Tensions In Stride
The Supreme Court struck down Trump's tariffs, but we expect the Office of the US Trade Representative to pivot to a plan B. Tensions have been rising, but we don't expect these developments to derail...
Nassim Taleb Warns About Software Bankruptcies, Volatility
Nassim Taleb, author of “The Black Swan” and distinguished scientist at Universa Investments, warns that markets are underpricing structural risks while overestimating the durability of recent AI lead...
Cash Rich
There's plenty of money on the sidelines that could move into stocks Investors keep on building their cash war chest. Assets in money market funds currently stand at $7.7 trillion—which equals roughly...
US stocks drop amid uncertainty over Trump's tariff plans
US stocks fell in the wake of tariff tumult that saw the Supreme Court cancel a key part of President Trump's tariff policy — only for him to vow new levies over the weekend — stoking fresh trade jitt...
Trump Claims He Doesn't Need Congress For Tariffs—Why That's True Yet Misleading
Section 122 Tariffs: Presidents can implement tariffs under Section 122, like the ones Trump imposed in the wake of the court's ruling, “to deal with large and serious United States balance-of-payment...
Markets Under Pressure — Here's What To Buy In This Pullback
Gibbens Capital Management CIO Mark Gibbens breaks down where he sees opportunity in a volatile market, from AI and tech to banks and small caps—and why this pullback may be creating long‑term winners...
A Viral Blog Post Slams Stocks. Fear About AI Is Real.
The Substack post envisions an economy in 2028 in which AI has triggered mass layoffs and disrupted large-cap stocks like DoorDash and Uber.
Could Tariff Uncertainty Impact the AI Buildout?
Jason Oxman, president and CEO of the Information Technology Industry Council, says the tech industry needs certainty around tariffs in order to invest in AI. Oxman discusses the current tariff landsc...
Stocks Drop From Tariff Uncertainty - Dow Jones And U.S. Index Outlook
US stock benchmarks retrace to start the week as tariff uncertainty reigns. Indexes remain at inflexion points and will face key tests this week.
ETF investors: The divide between retail and institutional
ETF Action Founding Partner Mike Akins joins CNBC's Dom Chu on ‘Halftime Report' to discuss the new dichotomy in the world of ETF investing, and which side is poised to emerge as the winner.
‘Dumb money' no longer: Wall street can't ignore growing impact of retail investors
For years, retail investors were dismissed by some on Wall Street as “dumb money.”That typically referred to those prone to trading on hype, or chasing trends rather than company or industry fundament...
Dow, S&P 500 And Nasdaq Slide As Markets Roil Over Trump's Tariff Hike
Monday marks the first trading session since Trump announced he would raise his 10% global tariffs to 15% on countries that have been “ripping the U.S. for decades, without retribution.” Officials fro...
Fed Governor Says US Likely Lost Jobs in 2025
A leading Federal Reserve official says that employment in the U.S. likely declined last year. Data from the Bureau of Labor Statistics (BLS) showing that job creation dropped to an average of 15,000 ...
Blue Owl Could Be Just The Tip Of The Iceberg
Last week's troubles at Blue Owl put the focus back on the private credit markets, an area prudent investors should be monitoring closely for further deterioration. Recent credit market shocks follow ...
'DUSA' Surpasses $1B In Assets, ETF Managers Tapping in Prediction Markets | ETF IQ 2/23/2026
"Bloomberg ETF IQ" focuses on the opportunities, risks and current trends tied to the trillions of dollars in the global exchange traded funds industry. Today's guests: Davis Select US Equity Portfoli...
The SCOTUS tariff decision fallout: What it means for markets
The Investment Committee debate how to trade the market's reaction to the Supreme Court's ruling against Trump's tariff's last week.
EU lawmakers again postpone vote on US trade deal after Trump's 15% global tariff
The EU assembly has been debating legislative proposals to remove many EU import duties on US goods, a key part of the deal struck last July.
AI Is Repricing the Future. Tech Valuations May Not Be Done Falling.
Rapid advances in artificial intelligence are forcing investors to rethink earnings forecasts, pricing power, and the long-term outlook for U.S. tech.
A Triad Of Risk Factors Stalks Markets This Week
The resilience of global markets will be tested anew this week as investors grapple with the implications of three risks that could roil sentiment. The economy probably cooled even without the shutdow...
Trump threatens ‘obnoxious' use of tariffs as markets buckle in wake of Supreme Court decision
President Donald Trump is expanding his tariff toolkit in the wake of a Supreme Court ruling against his signature economic policy.
Stock markets stumble as global trade faces more Trump tariff uncertainty
US president's international trade war spooks investors, with drops in US share prices after European losses
Dow heads for worst day in a month as Trump looks to impose replacement tariffs
President Donald Trump opened up a new round of verbal attacks against the Supreme Court on Monday, just days after the high court struck down his sweeping tariff program. The situation was creating a...
SCOTUS Tariff Decision Risks for Fixed Income, Concerns in Credit Markets
@CharlesSchwab's Cooper Howard talks about the tariff narrative's impact on fixed income after the U.S. Supreme Court ruled the Trump administration's IEEPA tariffs unconstitutional. He expects a shor...
T. Rowe Price: Active Management Can Boost Core Portfolio Returns
Active management strategies designed for the core holdings of investment portfolios could help investors capture returns that passive index funds leave on the table, according to new research from T....
One of the Most Dovish Fed Governors Just Raised the Bar for Rate Cuts
Only a few weeks ago, Christopher Waller dissented from his colleagues in favor of cutting interest rates. Now he is calling the next decision a coin flip.
Trump Administration Scrambles to Pick Up the Pieces of Broken Tariffs
President Trump is already working to piece his tariff program back together, after a Supreme Court ruling ruptured a centerpiece of his economic agenda.
EU postpones vote on U.S. trade deal after Trump's latest tariff threat
Europe has warned that trade deals struck with the U.S. could now be at risk after President Donald Trump unveiled a new global 15% tariff on all imports at the weekend. Trump's move came after the U....
'NOT GOING ANYWHERE': Tariffs here to stay despite Supreme Court blow
Wall Street Journal Editor-in-Chief Emma Tucker joins 'Mornings with Maria' to react to the Supreme Court's tariff ruling, cartel violence in Mexico and rising Iran tensions.
Tech Insiders Buy The Dip Even As The Market Panics
Recent market volatility and sector dispersion highlight a growing rotation from growth and tech into value stocks amid AI-driven uncertainty. Consumer staples have reached peak valuation multiples, r...
December factory orders fell 0.7%, in line with estimates
CNBC's Rick Santelli breaks down the latest economic data to cross the tape.
So, Now Tariffs Are 15%
I maintain my S&P 500 year-end target at 7,700-8,000 despite near-term volatility and heightened uncertainty. Recent trade tensions, hawkish Fed expectations under Kevin Warsh, and conflicting economi...
Tariff Uncertainty Clouds Market Outlook, Geopolitical Risks Back Crude Rally
A weaker-than-expected factory orders print is one Kevin Green doesn't see moving markets much. What he believes will: tariffs.
Nasdaq Index and S&P500: All Three Major US Indices Fall Below 50-Day Moving Averages
All three major US indexes breach their 50-day moving averages Monday. S&P 500, Nasdaq and Dow face key support levels as selling pressure builds across the board.
Liquidity Speaks, Sentiment Listens
Liquidity is the primary driver of asset prices across stocks, bonds, and real estate. Global liquidity conditions are tightening, posing downside risk to U.S. asset prices in coming years.
US factory orders fall in December on commercial aircraft bookings
New orders for U.S. factory goods fell in December amid a sharp decline in commercial aircraft bookings, but demand elsewhere was strong, partly driven by robust investment in artificial intelligence.
Wall Street's New Delusion: AI Will Kill Software
In my view, AI-disruption fears are overblown. Software growth already slowed from mid-2021 to end-2022 after a pandemic pull-forward tailwind.
U.S. Factory Orders Fell in December
Orders from U.S. factories fell 0.7% in December to $617.5 billion, from $621.9 billion in November. Economists polled by The Wall Street Journal were expecting a 0.2% increase.
EU demands clarity from US on Trump's tariffs.
''More is required for us to understand the full picture here,'' EU Commission Spokesperson Olaf Gil says.
Tariff ruling sparks ‘refund chaos' that small businesses and families can't afford
Employers and workers need a stable, predictable U.S. trade policy.
Here are Trump's affordability proposals — and where they stand
President Donald Trump is likely to tackle the elevated cost of living in his State of the Union address on Tuesday night. Here's a look at what he has promised on that front — and whether he's delive...
Market Reaction to Tariffs Subdued, BMO CEO Says
Market reaction to the US Supreme Court ruling on tariffs has been subdued, said Bank of Montreal Chief Executive Officer Darryl White. “Part of that is because some of the outcome that we saw over th...
EU Set to Freeze US Trade Deal Approval Over Trump Tariff Risk
The European Union is poised to halt the ratification process of its trade deal with the US as it awaits more details on the new tariff program from President Donald Trump's administration. Kasia Klim...
US stocks open flat after Trump raises global tariffs to 15%
US equities were little changed on Monday after President Donald Trump announced an increase in global tariffs to 15%, following a Supreme Court ruling that struck down his earlier “reciprocal” tariff...
SaaS Panic, BDC Opportunity
Recent SaaS-driven selloff has pushed BDC sector valuations to deep discounts, with a median P/NAV of 0.77x. Current BDC fundamentals remain robust, with no material uptick in non-accruals or SaaS-dri...
Dr. Scott Gottlieb: Tariffs are a very inefficient tool to reshore drug manufacturing
Former FDA Commissioner Dr. Scott Gottlieb joins 'Squawk Box' to discuss the impact of SCOTUS tariff ruling on the pharmaceutical industry, news of Novo Nordisk's weight loss drug failing to match Eli...
Fed Gov. Waller: Supreme Court ruling on tariffs may have positive impact on spending, investment
CNBC's Steve Liesman joins 'Squawk Box' with the latest news from the Federal Reserve.
Great Circle Ventures Launches First Growth-Stage CPG Fund With Investors From The MLB, ACH Foods
Investors can either help fuel a business with funds, or they can fuel a business with funds and a strategic partnership with specific long-term plans.
Today's panel weighs in on retail trading activity, tariffs, and what seems like a rangebound market
Stephanie Link of Hightower Advisors, Tom Sosnoff of Loss Dog, and James Pethokoukis of AEI discuss the biggest issues that could impact trading today.
The Toymaker Behind Trump's Supreme Court Tariff Loss
Sarah Holder talks to the CEO who took his case against tariffs all the way to the Supreme Court – and asks SCOTUS reporter Greg Stohr and global trade editor Brendan Murray what's next. -------- More...
Top Fed Official Sees Little Effect on Rate Outlook From Supreme Court's Tariff Ruling
Christopher J. Waller, a Federal Reserve governor, said he would support a pause in rate cuts in March if the labor market continued to show signs of stabilizing.
Congress must enact Trump's tariffs now to steer the U.S. away from a massive revenue cliff
Tariffs need to become law or the federal budget will take a hit. Lawmakers have less than 150 days to decide.
Tariffs, flight cancellations, OpenAI's spending reset and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
The tariff toll: How tariff uncertainty could impact businesses
Wall Street is trying to assess the potential economic impact of the tariffs that are going away, and the tariffs that are on the way. CNBC's Steve Liesman joins 'Squawk Box' with more.
Waller Weighs Supporting Fed Rate Pause if Labor Data Stabilize
Federal Reserve governor Christopher Waller indicated that he may join the majority of Fed officials likely to support leaving interest rates on hold in March if February data show the labor market on...
Fed's Waller says next jobs report, not Supreme Court ruling, will be key for Fed's March rate-cut decision
The February jobs report, and not the Supreme Court ruling over turning a large part of President Donald Trump's tariffs on imported goods, will be key to whether the Federal Reserve needs to cut inte...
Dollar has lost some of its safe-haven status, ING report says
The dollar has lost some, but not all, of its safe-haven value since 2024, ING said in note on Monday, adding however, that it saw no broad deterioration in global demand for the US currency.
'WE ARE BEING RIPPED OFF': Trump slams global trade imbalances after tariff ruling
Gatestone Institute senior fellow Gordon Chang joins ‘Mornings with Maria' to weigh in on President Donald Trump's escalating tariff battle with China, mounting Iran tensions and the high-stakes summi...
‘Pure Tariff Chaos.' The World—and Markets—React to Trump's Trade Shift.
President Donald Trump's new 15% global tariff is causing uncertainty and confusion among investors and international lawmakers alike.
5 Things To Know: February 23, 2026
CNBC's Andrew Ross Sorkin reports on the 5 things to know on February 23, 2026.
The AI Market Crash Just Got A Lot Worse
AI selloffs are spreading far beyond SaaS as more industries face disruption fears. Lower barriers to entry mean weaker moats and rising competition.
5 Stock Picks Last Week From Wall Street's Most Accurate Analysts
U.S. stocks settled higher on Friday, with the Dow Jones index gaining more than 200 points during the session after the Supreme Court struck down President Donald Trump's tariffs.
Weekly Market Pulse: 122 Or 301, Whatever It Takes
The Supreme Court finally released its ruling on President Trump's use of the IEEPA to impose universal tariffs on foreign goods, and the verdict was utterly unsurprising, at least to those of us who ...
S&P and Dow Jones futures fall as Trump tariffs revive uncertainty
US stock index futures declined on Monday as investors reacted to renewed tariff uncertainty after US President Donald Trump announced a new 15% global duty, even after a Supreme Court ruling struck d...
Trump's tariffs look for a rebound
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Trump's Push and Pull on Tariffs Lowers Rates but Raises Uncertainty in Global Markets
President Donald Trump's new tariff plan raises more questions than answers.
Global reaction to Trump tariff ruling
What the Supreme Court ruling on Trump's tariffs means for global trade — CNBC breaks down the international response.
President Trump is doubling down on tariffs, even though they have so far failed to achieve one of their stated goals: rebalancing lopsided global trade
Exporting countries are sticking to their economic models, frustrating U.S. hopes that levies can fix imbalances.
The Exotic Makeover of the Once-Boring ETF Market
Riskier, more-expensive funds are being launched in droves.
Fact-check: Trump's Latest Claims on Jobs, Inflation and Crime
Trends on jobs, inflation and crime that began before Donald Trump retook office continued, largely unabated, in his first year back.
Is Climate Change Making Inflation Worse?
There's mounting evidence that extreme weather is making some everyday stuff more expensive. But how that plays out for you depends several factors.
This complicates the 'rapid cut' narrative, Jason Katz says
UBS senior portfolio manager Jason Katz discusses markets reacting to cooling GDP on 'Maria Bartiromo's Wall Street.' #fox #media #breakingnews #us #usa #new #news #breaking #foxnews #mariabartiromosw...
U.S. Stock Futures Fall as Tariff Uncertainty Weighs on Global Markets
Stocks dropped premarket after initially responding positively to the Supreme Court's ruling against large swathes of Trump's tariff regime.
Trump retaliates with new tariffs after SCOTUS ruling
U.S. President Donald Trump unleashes a new 15 per cent global baseline tariff – the maximum legal amount – following the Supreme Court's ruling that reciprocal country-specific levies were illegal. T...
Europe hits back at 'pure tariff chaos' from the U.S., warning trade deals are at risk
European officials reacted with disbelief and concern to President Donald Trump's latest tariff policy. "Pure tariff chaos from the U.S. administration," the European Parliament's trade committee chai...
Consequences of the Supreme Court decision on tariffs
CNBC's Steve Sedgwick and Ben Boulos assess the impact of the Supreme Court's decision to invalidate President Trump's use of emergency authority to impose sweeping tariffs and how any refunds could b...
Treasury yields hold steady after as investors weigh new Trump tariffs
At 3:47 a.m. ET, the 10-year Treasury yield was down less than 1 basis point to 4.076%.
Tariff Fiasco Is a US Dollar Negative: 3-Minutes MLIV
Anna Edwards, Guy Johnson, Tom Mackenzie and Paul Dobson break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." For up to the minute market intelligence and insigh...
US to stop collecting Trump tariffs ruled illegal by supreme court
Dollar slumps and gold rises as authorities say they will halt levies linked to emergency powers but give no word on refunds
Stock Market Today: Dow Futures, Dollar Fall on Tariff Uncertainty
Gold and silver prices climb
Wax On, Wax Off: The Real Winners Of The Tariff Shock
The Supreme Court's IEEPA ruling curtails executive tariff authority, introducing heightened market uncertainty and a shift to Section 122 tariffs capped at 15% for 150 days. Bond markets signal conce...
Stock Market Today: Dow Futures, Dollar Fall on Tariff Uncertainty
Gold and silver prices climb
Some U.S. allies see higher duties under new tariffs, rivals see relief, trade body says
Allies like the U.K., EU, Japan, South Korea and Singapore face trade-weighted tariff increases under Trump's new 15% global duties. Brazil and China are set to see sharp reductions after the Supreme ...
'A deal is a deal' - European officials refuse to accept tariff chaos
The European Commission is calling for clarity from the U.S. government on the steps it intends to take following Friday's Supreme Court ruling on tariffs. The EU says it expects the U.S. to honour it...
Dow Jumps Over 200 Points After Court's Tariff Ruling: 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 Friday.
What's Next for Trade as Trump Ups Global Tariff to 15%
US President Donald Trump said he will increase the global 10% tariff to 15%. He is applying the new baseline tariff under Section 122 of the 1974 Trade Act, which allows the president to impose tarif...
Asian Markets Shrug Off U.S. Tariff Uncertainties
Asian stocks rose broadly on Monday, with South Korea and Taiwan setting records, despite renewed trade uncertainty.
China's leverage rises before high-stakes summit as Supreme Court curbs Trump tariffs
The Supreme Court ruling has further weakened Trump's hand, giving Beijing leverage ahead of an April summit, experts said. Trump has "effectively had his wings clipped on his signature economic polic...
US tariff turmoil leaves Treasury markets dazed
Far from being a source of relief, the Supreme Court's takedown of President Donald Trump's tariffs has infused new risks and uncertainties into trade policy, U.S. debt and the dollar.
Trump's latest tariff salvos leave markets unfazed: 'Sit still and do nothing,' analysts say
The market reaction has so far been restrained. Some strategists suggest that the key to navigating markets amid uncertainty is patience.