Stock Market News
CNBC Daily Open: A rough and historically atypical November for U.S. stocks
U.S. futures are mostly flat Thursday night following a break in regular trading for the Thanksgiving holiday. Alibaba's AI glasses, which cost less than Meta's $799 Meta Ray-Ban Display glasses, go o...
Exclusive: Huawei, ZTE seal 5G deals in Vietnam after US tariffs, as ties with China warm
China's leading telecommunication firms Huawei and ZTE have won a string of contracts this year to supply 5G equipment in Vietnam, in another sign of Hanoi's strengthening bonds with Beijing, stirring...
Health Care's Epic Rally
As of Wednesday's close, the S&P 500 Health Care sector was 10% above its 50-day moving average and 2.5 standard deviations above its 50 DMA. Health Care's move in the last month has left a good chunk...
‘BUY NOW': Expert WARNS tariffs could SPARK holiday sticker shock
‘The Big Money Show' panel discusses how Americans are still opening their wallets this Black Friday despite inflation, rising credit card debt and fears of an economic slowdown.
US Thanksgiving online sales expected to rise 6%, Salesforce data shows
Online sales in the U.S. on the Thanksgiving holiday are expected to rise 6% compared with last year to reach $8.6 billion, data from Salesforce showed on Thursday, suggesting shoppers were lapping up...
Shoppers brace for a tighter holiday season as gift prices keep climbing: BofA survey
Two new BofA reports warn holiday spending may tighten as prices keep rising. Shoppers may feel the pinch as inflation, tariffs, and higher costs put a strain on their budgets.
Central bank body BIS warns of hedge fund leverage in government bond markets
The new head of the Bank for International Settlements has said reining in hedge funds' ability to make highly leveraged bets in government bond markets should be a key priority for policymakers given...
Goldman Sachs flags 'growing signs of weakness' in the US jobs market as layoffs mount
WARN-related layoff filings have risen to their highest levels in nearly a decade, Goldman found. Outplacement firm data showed corporate layoff announcements peaking outside a recession.
Is the stock market rally back on?
The past few weeks have been a reminder that markets can change direction faster than investors can make sense of them. Early November was filled with warnings about an AI bubble, stretched valuations...
Above The Noise: The K-Pop Economy
We're in a K-shaped economy, with higher-income and lower-income Americans on divergent paths. The comparison between the current market advance and the one ahead of the tech bubble is hyperbole, in m...
Cheery Earnings, Leery Investors And An Optimistic Equity Outlook
U.S. stocks, as measured by the S&P 500 Index, are on pace for 14% growth in earnings for Q3 2025. Within the context of an exceptional quarter at the index level, there were clearly leaders and lagga...
Rebound in Global Tech Stocks Extends, Lifting Markets in Asia
A rebound in global AI-related stocks continued , while U.S. markets were closed for Thanksgiving.
Nasdaq Heads for Best Thanksgiving Week Since 2008. How Bitcoin, Tech Can Drive More Gains.
Stocks are having their best Thanksgiving week since 2012 but as Americans around the country rush to put their turkeys in the oven even more market gains could be heating up.
The Real AI Shock Isn't A Bubble, It's What Happens Next
AI is driving a massive economic transformation, with hyperscalers like AMZN, GOOGL, META, MSFT, and ORCL leading record CapEx spending. Current AI demand is unprecedented, with NVDA and GOOGL reporti...
Trump's One Big Beautiful Bill Act will really kick into gear next year. These are the stocks to watch, says SocGen.
The OBBBA may provide an additional tailwind for equities in 2026
Global Stocks Stall as Dow Aims for Best Thanksgiving Week Since 2012
Wall Street has plenty to be thankful for right now, with investors hoping that the Federal Reserve will cut interest rates next month.
We've 'been down this road before': Economist on Trump's tariff 'dividends' proposal
The Heritage Foundation chief economist E.J. Antoni discusses President Donald Trump's idea to send $2,000 tariff ‘dividend' checks to taxpayers on ‘The Bottom Line.
Global Markets Boosted by Fed Rate-Cut Hopes; U.S. Markets Closed for Thanksgiving
Global markets rose on hopes of a Federal Reserve rate cut and as investor optimism over artificial intelligence returns. U.S. markets are closed Thursday for the Thanksgiving holiday
Need to have high rates to 'go away' and have a jobs, housing focused economy: Eric Johnson
EMJ Capital president and portfolio manager Eric Johnson discusses Jerome Powell's tenure at the Fed coming to an end, generational mispricing opportunities in small-cap stocks and more on ‘Making Mon...
CNBC Daily Open: Thanksgiving cheer comes a day early for U.S. markets
Major U.S. indexes notched a fourth straight day of gains. Apple's smartphone shipments are projected to overtake Samsung's this year.
Recent market rally was a ‘perfect storm' driven by Fed uncertainty: Ken Mahoney
Mahoney Asset Management CEO Ken Mahoney explains why he's scaled back his NVIDIA holdings on ‘The Claman Countdown.' #fox #media #breakingnews #us #usa #new #news #breaking #theclamancountdown #foxbu...
Former Reagan economist: I've ‘never been more optimistic' about America's future
Former Reagan economist Art Laffer and former World Bank President David Malpass assess the economy under the Trump administration on ‘Kudlow.' #fox #media #us #usa #new #news #kudlow #foxbusiness #ec...
CNBC Daily Open: An early Thanksgiving celebration in U.S. markets
Major U.S. indexes notched a fourth straight day of gains. Apple's smartphone shipments are projected to overtake Samsung's this year.
'Fast Money' traders talk if we are all clear for a year-end rally
The 'Fast Money' traders talk if we are all clear for a year-end rally.
Morgan Stanley's Kathleen Entwistle talks positioning your portfolio ahead of the new year
Kathleen Entwistle, Morgan Stanley, joins 'Fast Money' to talk how to position your portfolio heading into 2026.
Stocks have best 4-day stretch since May, Zipline wins US funding to expand deliveries in Africa
Asking for a Trend anchor, Josh Lipton takes a look back on the trading day on November 26, 2025. The Dow Jones Industrial Average, S&P 500, and Nasdaq ended Wednesday's session higher, the best 4-day...
Fed's Beige Book Flags Consumer Spending Slide as 2025 Ends
The Federal Reserve's final Beige Book of the year points to a noticeable cooling in sentiment as businesses and consumers end 2025 on more cautious footing. The report, covering activity through mid-...
Stocks Rise, Tech Leads as Rate-Cut Bets Keep Rally Alive | 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.
It may be time to get 'bullish' as 2025 winds down, reasons to invest outside the US
Market Domination anchor Josh Lipton breaks down the latest market moves for November 26, 2025. Ninety One Investment Institute director Sahil Mahtani spoke with Josh about how investors should consid...
US stocks close higher for fourth session, why investors should 'take the win' in Big Tech
Market Domination Overtime anchor Josh Lipton breaks down the day's trading for November 26, 2025. US stocks closed Wednesday's session in positive territory for a fourth consecutive session with the ...
Stocks stage powerful comeback ahead of Thanksgiving. It wasn't enough to erase November's losses.
U.S. stocks rallied for a fourth straight day on Wednesday, having clawed back all of last week's losses ahead of the Thanksgiving holiday.
The OpenAI Bubble Popped
AI stocks have experienced volatility, but the pullback is mainly tied to overhyped OpenAI-related names, not the broader AI sector. Alphabet Inc. and its partners have benefited from advances in Gemi...
U.S. Stocks Rise for a Fourth-Straight Session, Lifted by Hopes of Rate Cuts
Major stock indexes rose for a fourth straight session, boosted by expectations for interest-rate cuts and renewed enthusiasm for the AI trade. Nasdaq rose 0.8%, and the S&P 500 gained 0.7%.
Retailers are cautious amid consumer sentiment data, says Bernstein's Sherman
CNBC's "Closing Bell" team discusses retail and the state of the consumer as the holiday shopping season kicks off with Aneesha Sherman of Bernstein.
2 big things to watch in the economy: AI & Trump's Fed pick
Kevin Hassett, the director of the National Economic Council under the Trump administration, has come out as the frontrunner to become the next chair of the Federal Reserve after the end of Jerome Pow...
The job market continues to sputter even as cost and price pressures persist, a Federal Reserve report found, underscoring the competing risks central bank officials will have to weigh next month
The Federal Reserve's anecdotal look at the economy shows a sputtering job market and moderate inflation in November.
Fed's Beige Book Shows Cooling Labor Market, Softer Spending Ahead of December Rate Decision
Across many districts, the Beige Book found that employment “edged lower,” marking a shift from earlier reports.
Fed's Beige Book Underscores Labor-Market, Inflation Concerns
The Federal Reserve's an anecdotal look at the economy shows a sputtering job market and moderate inflation in November.
Fed Beige Book Shows Economic Activity Little Changed
US economic activity was little changed in recent weeks, though overall consumer spending declined further except among higher-end shoppers, according to the Federal Reserve Beige Book survey of regio...
Fed: Some retailers see negative impact from government shutdown on consumers
CNBC's Steve Liesman reports on the Federal Reserve's Beige Book.
The economy muddled along during the shutdown, the Fed found. Is another rate cut on tap?
Beige Book shows decline in employment, persistent inflation
Contrarian Plays And Real Asset Opportunities From Next Gen Investors
Rob Isbitts checks in with analysts Julia Ostian, Kenio Fontes, and Jack Bowman to see how they're thinking about the current market. How interest rates may affect investor behavior.
US midday market brief: Dow rallies over 400 points as Oracle's AI boost propels S&P 500, Nasdaq higher
Wall Street extended its winning streak to four consecutive sessions on Wednesday, with the Dow Jones Industrial Average climbing over 400 points by midday and the S&P 500 and Nasdaq Composite both ga...
Traders bet big on Fed rate cut as December odds soar above 80% on prediction markets
Prediction markets Kalshi and Polymarket show a more than 80% probability of a 25-basis-point Federal Reserve interest rate cut at the central bank's Dec. 9-10 policy meeting.
Small caps will benefit as investors look for top line growth, says Needham's Retzler
CNBC's "The Exchange" team discusses what may be the turning point for small cap stocks with Chris Retzler, portfolio manager of the Needham Small Cap Growth Fund.
Expect significant stimulus from One Big Beautiful Bill in 2026, says Glenview Trust's Stone
CNBC's "The Exchange" team discusses what catalysts may support markets in 2026 with Bill Stone, chief investment officer at The Glenview Trust Company.
Halftime traders talk the fate of 'the broadening' into 2026
The Investment Committee debate the fate of the market broadening and how to trade it as we head into a new year.
The setup for stocks into year-end
The Investment Committee debate the setup for stocks into year-end as we head into the Thanksgiving holiday.
Divided Fed sparks surge in rate options hedging as policy uncertainty lingers
Conflicting signals from the Federal Reserve on the timing and magnitude of U.S. interest rate cuts have accelerated hedging flows into swaptions and derivatives tied to overnight rates, with investor...
Dow jumps over 300 points — on pace for 4th straight day of gains as Santa visits NYSE
Investors parsed fresh economic data and doubled down on bets the Federal Reserve will cut interest rates in December.
AI will drive the market higher in 2026, says Citizens' Mark Lehmann
Mark Lehmann, vice chair at Citizens Commercial Bank, joins ‘Money Movers' to discuss why he believes AI will drive the market higher next year, his expectations for December rate cuts, and more.
3 Major Potential Headwinds For 2026
AI juggernauts like NVIDIA and Alphabet have driven market gains for three years now, but concerns of an AI bubble persist as valuations remain stretched. Even with a recent rise in volatility, equiti...
Tariffs Bring Small Businesses Tough Choices for the Holidays
With the holiday shopping rush approaching, smaller retailers are facing an unpleasant, tariff-related choice. They can either pay high levies, or find new suppliers at an even steeper cost, Reuters r...
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...