Stock Market News
Mizuho's Rochester Expects Fed to Cut Rates in December
Mizuho Bank's Jordan Rochester on Markets expects the Federal Reserve to cut rates in December. He says a new Federal Reserve chair could cut rates even further in 2026.
S&P500 and Nasdaq 100: Stock Market Analysis Today—AI Names Power Holiday Week Gains
US stocks extend four-day rally as tech stocks lead gains. Nasdaq reclaims 50-day MA support while Fed rate cut bets fuel cautiously bullish market forecast.
Chicago Business Activity Slumps Unexpectedly
Business activity in the Chicago area recorded a marked fall in November, driven by declines in orders, production and employment, a monthly survey showed.
All five shortlisted candidates are ‘qualified' for Fed chair, says Allianz's Mohamed El-Erian
Mohamed El-Erian, Allianz chief economic advisor and former PIMCO CEO, joins ‘Squawk on the Street' to discuss his expectations for Fed rate cuts, whether Kevin Hassett would be a strong choice to lea...
Best tech stocks to own as 2025 closes, why markets could see new highs if the Fed cuts rates in Dec
Wedbush Securities managing director and global head of technology research, Dan Ives, speaks with Yahoo Finance Executive Editor Brian Sozzi about his 10 top stock picks for 2025. The Federal Reserve...
Jobless Claims Jump, A.I. Giants Battle for Leadership
Jobless claims hit a 7-month low, painting a less gloomy picture than recent data. Alex Coffey and Sam Vadas discuss the economic data and earnings picture facing investors headed into the end of Nove...
Jobless claims fall to 216,000
Initial jobless claims came in lower than expected last week.
November Chicago PMI comes in lower than expected
CNBC's Rick Santelli joins ‘Squawk on the Street' to discuss the most recent economic data to cross the tape.
Jobless Claims Fell More Than Expected To 216,000 Last Week—Lowest Since April
This is a developing story.
Japanese Bond Rates Spike - Carry Trade Fears Are Overstated
The Japanese bond yield spike is being painted as a potential source of broad market downside risk. Concerns include a global bond market destabilistion and Yen carry trade unwind.
US Jobless Claims Drop to Lowest Level Since Mid-April
Initial claims jobless claims in the US decreased by 6,000 to 216,000 in the week ending Nov. 22, that's the lowest level since mid-April. The median forecast in a Bloomberg survey of economists calle...
November's stock-market pullback could be a speed bump. Or possibly a hint of something worse to come.
Wall Street is asking an uncomfortable question it had avoided all year: Has the equity rally finally run out of road?
US stocks open in the green: Dow Jones climbs 170 points, S&P up 0.5%
US equities advanced on Wednesday as Wall Street attempted to build on two straight days of gains, even as the broader market remains on track for a down month. The Dow Jones Industrial Average rose 1...
Kevin Hassett emerges as Fed chair frontrunner, Trump negotiates price cuts for Ozempic, Wegovy
Global markets continue to rise as hopes for a rate cut increase. Trump ally and current White House Economic Council Director Kevin Hassett has emerged as the frontrunner to be the next Federal Reser...
Michael Burry's next 'Big Short'
Michael Burry — the investor known for predicting the housing meltdown ahead of 2008 — has turned his attention to one of the market's most beloved themes: artificial intelligence.
WSJ's Greg Ip: Affordability is as much a state of mind as it is an economic condition
Greg Ip, Wall Street Journal deputy economics editor and chief economics commentator, joins 'Squawk Box' to discuss the affordability crisis in the U.S., why he doesn't believe affordability is an iss...
Global stocks to edge higher in 2026 but lag this year's strong run: Reuters poll
Most major global stock indexes should trade higher by the end of 2026 but will struggle to repeat this year's surprisingly strong performance, according to a Reuters poll of equity strategists, with ...
Global stocks rise after Wall Street surges on hopes for lower interest rates
Shares in Europe and Asia advanced on Wednesday after benchmarks on Wall Street surged on hopes the Federal Reserve will soon opt to cut interest rates.The future for the S&P 500 gained 0.3%, while th...
The Most Important Development In Yesterday's Session
Nvidia (NVDA) underperformed due to new competition from Alphabet, but the broader market rallied, signaling a potential turning point in the bull market. Market breadth improved as the Russell 2000 l...
US core capital goods orders and shipments soar in September
New orders for key U.S.-manufactured capital goods surged in September and shipments of these goods increased solidly, cementing economists' expectations that economic growth accelerated in the third ...
Jobless Claims Show Low-Hire, Low-Fire Environment Continues
The latest batch of weekly jobless-claims data brought more evidence Wednesday that the labor market is stuck in an uncertain neutral: layoffs subdued, but flagging hiring, too.
Honing In On a Fed Chair Replacement?
Ben Emons joins Morning Movers to discuss the Bloomberg report that Kevin Hassett has emerged as a frontrunner for the next Federal Reserve Chair role, replacing Jerome Powell after his term expires. ...
Layoffs show little sign of rising after end of shutdown — jobless claims drop to seven-month low
A flurry of layoffs by large companies such as Amazon and Verizon haven't made a big dent — so far — in the number of people applying for unemployment benefits, a sign the U.S. labor is still in stabl...
US weekly jobless claims fall amid steady labor market conditions
The number of Americans filing new applications for unemployment benefits fell last week, pointing to still-low layoffs, though the labor market is struggling to generate enough jobs for those out of ...
David Rosenberg says the Fed will cut in December, Shoots Itself in the Foot
David Rosenberg, founder at Rosenberg Research, discusses the market outlook while awaiting the latest Fed decision. US stocks wavered after the tech sector trimmed the sharp decline it suffered earli...
Is the Stock Market Closed Today? The Trading Hours on the Eve of Thanksgiving.
The NYSE and Nasdaq Stock Market will be open these hours the day before Thanksgiving.
Consumer confidence falls to lowest level since April as Americans worry about inflation and jobs
U.S. consumers were much less confident in the economy in November in the aftermath of the government shutdown, weak hiring, and stubborn inflation.
Tariffs have surprising effect on unemployment and inflation patterns, Fed analysis reveals
The San Francisco Federal Reserve warns that current tariffs are "unprecedented in magnitude" compared to 40 years of trade data, making economic predictions uncertain.
Interest rates should be above the rate of inflation, says Peter Boockvar
Peter Boockvar, OnePoint BFG Wealth Partners CIO, joins 'Squawk Box' to discuss the search for the next Fed chair, Treasury Secretary Scott Bessent's comments that the Federal Reserve gets too much at...
The Wrap-Up for Wednesday November 26
The top headlines that could drive today's trading.
Golden Dome Starts To Take Flight
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m.
Happy Third Birthday, AI Mania
OpenAI and its partners have been pumping hundreds of billions of dollars into new data centers in the United States as part of a technology arms race they call Project Stargate. Meanwhile, ex-AI and ...
5 Things To Know: November 26, 2025
CNBC's Andrew Ross Sorkin reports on the 5 things to know on November 26, 2025.
Mortgage rates fall sharply on expectations of a Fed rate cut. Will they keep on dropping from here?
Mortgage rates took a dive on Tuesday, pushing the 30-year rate to the lowest level in a month.
Finding Bargain Stocks In AI's Shadow
Ina market obsessed with artificial intelligence, longtime portfolio manager David Green is leaning the other way. His $767 million Hotchkis & Wiley Value Opportunities Fund (HWAIX) has become a kind ...
AMERICAS Giving thanks for bad economic news
By Anna Szymanski, Editor in Charge, Reuters Open Interest
Small U.S. retailers face holiday supply chaos due to Trump tariffs
For Matt Hassett, founder of New York-based sleep wellness brand Loftie, the year-end holiday rush has always kept him on his toes.
Howard Lutnick's Former Wall Street Firm Is Having Its Best Year Ever
Cantor Fitzgerald, now run by three co-CEOs and Lutnick's two elder sons, is reaping rewards from an early bet on crypto.
Global Markets Rise, Tracking Wall Street Gains Ahead of Thanksgiving
U.S. stock futures pointed to a higher open following the prior session's broad-based gains, as delayed data boosts expectations for a Fed rate cut next month.
Bets surge on Kevin Hassett becoming next Fed chair
The current White House National Economic Council Director is in tune with Trump's view on interest rates
Relatively cheap European stocks set for another 11% gain in 2026
European shares will repeat this year's strong gains in 2026, a Reuters poll indicated, with investors hopeful that an improving economic environment combined with still low valuations relative to the...
Stock Market Today: Dow Futures Rise; Nasdaq Futures Lead Gains
Weekly jobless claims and Deere earnings are due
Polymarket Is Cleared to Offer Prediction Markets in U.S.
Polymarket can now offer event contracts to traders through brokerage firms, as the CFTC remains noncommittal on the topic of regulation.
Dow Surges Over 650 Points: Fear & 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 Tuesday.
Retail Reality Check: What Earnings Say About The Cautious U.S. Consumer Ahead Of Black Friday
Value-focused retailers like Walmart and TJX are thriving as consumers cut back on discretionary items and trade down from mid-tier stores. Despite near-record low consumer sentiment driven by inflati...
10 Things Investors Can Be Thankful For This Year
The global unemployment rate is estimated to be 4.9%, which is the lowest level in nearly 35 years. US corporate earnings have remained remarkably strong in 2025, defying earlier expectations of a slo...
‘Hassett Effect' May Weigh on U.S. Dollar
The U.S. dollar was steady through surging odds of Fed rate cut bets, but stumbles with the jump in odds of Kevin Hassett being nominated as the next Fed Chair, said Vishnu Varathan at Mizuho Securiti...
You either believe in AI, or should stay away, says Jim Cramer
'Mad Money' host Jim Cramer talks the current state of the AI trade.
US stocks rally for third session, plus holiday shopping and consumer AI trends
Asking for a Trend anchor, Josh Lipton breaks down the latest market news for November 25, 2025. Growing hopes around the Federal Reserve cutting interest rates are just one aspect of this week's mark...
US stocks close higher, plus why small caps and financials could rally in 2026
Market Domination Overtime anchor Josh Lipton. breaks down the latest market moves for November 25, 2025.
'Very confident' labor market will turn around in 2026, says Treasury official Joe Lavorgna
Counselor to the Treasury Secretary Joe Lavorgna joins 'Closing Bell Overtime' to talk the state of the U.S. economy and rate cut outlook.
2025 has shown the 'power of diversification', says JPMorgan's Phil Camporeale
JPMorgan's Phil Camporeale and Wells Fargo's Scott Wren joins 'Closing Bell Overtime' to talk the day's market action and a look back on 2025 market performance.
US Stocks Climb for Third Day | 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.
This is a tech bull market that can go another two years, says Wedbush's Dan Ives
Dan Ives, Wedbush, joins 'Closing Bell Overtime' to talk the Big Tech trade, Dell quarterly results, the 'AI revolution', and more.
Fed will lean dovish in 2026, says PNC's Yung-Yu Ma
Trivariate's Adam Parker, PNC's Yung-Yu Ma and Requisite Capital's Bryn Talkington join 'Closing Bell' to discuss the latest news affecting markets.
Tuesday's Final Takeaways: Consumer Confidence Slips & International Movers
Alphabet (GOOGL) and Nvidia (NVDA) stole the show when it came to market movers, though Sam Vadas and Marley Kayden explain how economic data, discussions around the next Fed chair, Ukraine peace talk...
Sellers are taking their homes off the market at the fastest pace in nearly a decade.
Weak buyer demand, weakening home prices and overall uncertainty in the economy are combining to make home sellers change their minds and step out of the market.
Consumer confidence falls sharply as Americans worry about the economy
Consumer confidence plunged in November to lowest level since April as Americans cite inflation, tariffs, and uncertainty as weighing on sentiment, according to The Conference Board.
Expecting new all-time highs before the end of the year, says 3Fourteen's Warren Pies
CNBC's Michael Santoli and Warren Pies, 3Fourteen Research, join 'Closing Bell' to discuss the signs of capitulation in equity markets last week.
Ackman's Pershing targets $5 billion IPO for closed-end fund, Bloomberg News reports
Billionaire investor Bill Ackman is aiming to raise $5 billion through the U.S. listing of his closed-end fund, Bloomberg News reported on Tuesday, citing people with knowledge of the offering.
Fed doesn't need to cut in December for markets to go higher, says Ed Yardeni
Ed Yardeni, Yardeni Research president, joins 'Closing Bell' to discuss why equity markets can move higher if the Fed does little.
Not surprised Hassett is seen as frontrunner for next Fed chair, says former Dallas Fed president
Richard Fisher, former Dallas Fed president, joins 'Closing Bell' to discuss the latest National Economic Council report on the next Fed chair, the upcoming December meeting and much more.
The Fed Just Became A Bigger Threat Than AI
Investors are growing increasingly concerned about us being in an AI bubble. However, recent events make the Fed an even bigger risk to markets than an AI bubble.
U.S. Treasury reports an October record deficit of $284B
CNBC's Steve Liesman reports on news regarding the U.S. Treasury.
Stay In the AI Trade Says JPMorgan's Aliaga
Stephanie Aliaga, a global market strategist at JPMorgan Asset Management, discusses the fall in Nvidia shares and why investors should stay in the AI trade despite concerns about a bubble. She joins ...
Global stocks rise after Wall Street gets a boost from hopes for interest rate cuts
European and Asian shares mostly gained on Tuesday after U.S. stocks rallied on hopes the Federal Reserve will cut interest rates soon.The futures for the S&P 500 and the Dow Jones Industrial Average ...
THE FED IS DEEPLY SPLIT: Inside the revolt shaking Powell's leadership
‘The Big Money Show' panel discusses the growing divide inside the Federal Reserve as pressure mounts for rate cuts to protect jobs and ease inflation pain.
Inflation stifles US income growth ahead of holiday shopping season
The income growth level is similar to the rate seen in the early 2010s, when the unemployment rate was stuck at 7% and slow to come down, according to a study.
Finding Comfort in Bitcoin Volatility & Using "Triple Compounding"
Kiana Danial (@InvestDiva) believes there are still plenty of opportunities to discover in crypto amid heavy volatility in the space. She notes that the cryptocurrency's drop in 2018 was significantly...
Fed will absolutely be focused on employment over inflation, says Conference Board's Dana Peterson
CNBC's Steve Liesman and Dana Peterson, The Conference Board chief economist, joins 'The Exchange' to discuss the economy picture ahead of the Federal Reserve's December meeting.
Next year will favor U.S. equities as earnings accelerate, says Wells Fargo's Paul Christopher
Paul Christopher, Wells Fargo head of global investment strategy, joins 'The Exchange' to discuss the position he's left in the AI trade and much more.
Why this economist is worried about the economy and labor market
While more Americans report feeling the crunch from the growing affordability crisis — which has largely inflated grocery bills and housing prices — Mastercard still expects US holiday spending to ris...
5 Fintechs To Consider Selling As The Market Stays Frothy
The AI gold rush returned with a flourish last week as solid earnings from NVIDIA and Google's Gemini 3 calmed jittery investors. However, two big up days don't make a rally, and the large trading ran...
AI Spending War And AI Debt Pile-Up Could Squeeze Share Buybacks
One of the big drivers of the surge of stock prices over the past many years has been the prodigious amount of corporate cash spent on share buybacks by Big Tech and other companies. Some of the share...
Consumer Confidence Falls Sharply In November—Hitting Lowest Level Since April
Only 9% of consumers polled said they expected business conditions to improve in the next six months, although only 7% expected them to worsen during the same period. They were equally lukewarm about ...
Treasury Yields Keep Falling as Consumer Confidence Wobbles
Treasury yields continued to fall as as U.S. consumer confidence disappointed.
Kevin Hassett Frontrunner for Fed Chair, SPACS Latched to Crypto DATS | Bloomberg Crypto 11/25/2025
"Bloomberg Crypto" covers the people, transactions, and technology shaping the world of decentralized finance. Today's guests: PIMCO Economist Tiffany Wilding, Dynamix CEO Andrejka Bernatova and Hyper...
BABA's Strong A.I. Pivot from Ecommerce Faces Technical & Macro Challenges
Natascha Willans says Alibaba (BABA) posted beats in all the areas it needed through earnings. She explains the "transformational effort" to A.I.
Hassett Emerges as Frontrunner to Be Next Fed Chair
White House National Economic Council Director Kevin Hassett is seen by advisers and allies of President Donald Trump as the frontrunner to be the next Federal Reserve chair, according to people famil...
Why the Fed's Next Move Could Be a Game-Changer for Bonds
With interest rates poised to drop, bonds could see a rally- here's how investors can position themselves. 00:10 — Fed Rate Cut Expectations 00:43 — Weakening Labor Market Impact 02:56 — What It Means...
Janus Henderson's Denny Fish on AI: We'll continue to see models ‘leapfrogging each other'
Denny Fish, tech research head and portfolio manager at Janus Henderson, joins 'Money Movers' to discuss the AI race, chip stocks, and more.
What Kevin Hassett Can Bring to the Federal Reserve
As the search for a new central bank leader enters its final weeks, White House National Economic Council Director Kevin Hassett is seen by advisers and allies of President Donald Trump as the frontru...
September Retail Sales Stagnated and eCommerce Was Pinched
U.S. Census Bureau data on consumer spending is flowing again after the government shutdown, and the latest numbers give a clearer picture of how households in the United States are faring as 2026 app...
Nasdaq Gains Over 100 Points; US Retail Sales Rise 0.2% In September
U.S. stocks traded higher midway through trading, with the Nasdaq Composite gaining more than 100 points on Tuesday.
My 4 Big Tech Stock And Market Predictions For 2026
Amazon (AMZN) is my top pick among the Mag 7, with automation and robotics driving significant margin expansion and upside potential. AMZN is oversold after a strong Q3 and offers an attractive entry ...
Private Job Losses Sped Up This Month As Labor Market Declines
The U.S. private sector shed more than 13,500 jobs per week on average in October and early November, according to data released Tuesday by the private payroll processing firm ADP, offering one of the...
Rising unemployment rate suggests the Fed will cut rates in December, says iCapital's Sonali Basak
Sonali Basak, chief investment strategist at iCapital, joins 'Squawk on the Street' to discuss a possible December interest rate cut, private credit, and more.
Inflation fears are a ‘mirage,' says Fed governor
Federal Reserve Governor Stephen Miran joins ‘Mornings with Maria' to discuss inflation, market optimism over rate cuts and his outlook on President Donald Trump's tariffs.
Bessent says 'there's a very good chance' Trump names new Fed chair before Christmas
Treasury Secretary Scott Bessent said Tuesday he expects President Donald Trump to make a decision on the new Federal Reserve chair by the holiday season.
Stocks Continue To Defy Gravity Despite Lofty Market Valuation
The stock market's valuation remains elevated, holding near the second-highest level in 150 years, based on the CAPE ratio. AI optimism is fueling the bulls, who argue that productivity gains and a Ca...
Trump could make a decision on a new Fed chair 'before Christmas.' See who's on the short list
President Donald Trump has narrowed down his list of potential next Federal Reserve chairs. Treasury Secretary Scott Bessent said Trump could make his pick before Christmas.
Bessent: New Fed chair pick coming by Christmas
Federal Reserve Chair Jerome Powell's term ends in May 2026, but that isn't stopping Treasury Secretary Scott Bessent from moving ahead with finding his replacement.
Pending home sales rise 1.9% in October
CNBC's Diana Olick reports on October pending home sales.
Consumer confidence misses at 88.7 vs. 93.2 estimated
Rick Santelli joins 'Squawk on the Street' with the latest economic data to cross the tape.
Bulls aren't going to like this new stock-market valuation model
I recently was introduced to a unique stock-market valuation model whose approach is unlike any of the others whose status I regularly report in this monthly column. Unfortunately for the bulls, its m...
Market Volatility Underscores Epic Buildup of Global Risk
Some experts see a dangerous combination of factors reminiscent of practices that led to previous financial crises.
Fed governor says current economy is 'calling for large interest rate cuts' to help job market
Fed governor Stephen Miran calls for large interest rate cuts, warning that current policy is "holding the economy back" and pushing unemployment higher.
Treasury Secretary Scott Bessent says there's ‘very good chance' Trump names new Fed chair by Christmas
Trump has been eager to replace Powell – whose term expires in May 2026 – after months of blasting the Fed chairman for not slashing rates quick enough.
Americans are nerve-wracked about the economy as Black Friday and the holiday shopping season kick off. Consumer confidence slumps again.
High anxiety — that's the state of mind among Americans as the holiday shopping season gets underway in what's been a tumultuous year. Consumer confidence slumps again and is a near post-pandemic low.
Sellers are taking their homes off the market at the fastest pace in nearly a decade
Roughly 15% of the homes that were delisted in September were at risk of selling at a loss, according to Redfin. Redfin found 70% of homes listed in September were on the market for 60 days or longer.