Stock Market News
Stress in private credit could spark 'psychological contagion,' Fed's Barr tells Bloomberg News
U.S. Federal Reserve Governor Michael Barr said stress in private credit could spark "psychological contagion" leading to a broader credit crunch, Bloomberg News reported on Sunday.
The Fed As Inflation Fighter Is Rooted In Phillips Curve Mysticism
What the Federal Reserve does has nothing to do with inflation. The central bank is not the source of the hyperinflation that Mises disciples (this is a shame simply because Mises himself was brillian...
Scaling AI Data Centers Through Optical Networking
As AI scales, copper is struggling to keep up with growing demand. The resulting shift to optical networking is creating a compelling market opportunity that is still in its early stages.
Tech prices could rise as Iran conflict disrupts electronics supply chain
Supply chain disruptions linked to the Iran conflict are pushing up component costs, which could translate into higher prices and tighter inventory for electronics buyers.
Jerome Powell didn't want to remain on the Fed's board after his term as chair ended. He concluded he had no choice as President Trump's legal challenges threatened to change how the Fed operates.
The departing Fed chair didn't want to remain on the board. He concluded he had no choice as President Trump's legal challenges threatened to change how the Fed operates.
Standoff in Strait Has Wall Street, Stephen Colbert Glued to Tiny Blinking Ships
Meet the Kpler data sleuths tracking Iran's oil tankers and turning maritime subterfuge into a booming business.
Buffett: 'We've never had people in a more gambling mood than now'
Warren Buffett compared “markets to a church with a casino attached,” making a distinction between traditional value investing and current enthusiasm for short-term options trading along with increasi...
‘CHOKEPOINT': Diesel prices SKYROCKET, squeeze small businesses nationwide
Spero Georgedakis, CEO and founder of Good Greek Moving and Storage, joins ‘Mornings with Maria' to discuss record diesel prices, how rising fuel costs are hitting truckers and moving companies and th...
AI won't be able to tell us which stocks to buy or sell, says Ajit Jain
Berkshire Hathaway CEO Greg Abel presides over the 2026 Berkshire Hathaway annual meeting.
Balancing AI Capex Spend with Higher Energy Costs
Jack Janasiewicz jumps on Morning Movers in the wake of several Mag 7 companies continued capex expansion for AI use. Jack says these massive spends from Alphabet (GOOGL), Amazon (AMZN), Meta Platform...
Federal Reserve Keeps Rates Unchanged Amid Internal Disagreement
extent and timing of additional adjustments" is the phrase dividing the Federal Reserve. The Federal Reserve decided to hold interest rates steady on Wednesday, marking Jerome Powell's final meeting a...
Meet the unsinkable U.S. economy — oil prices are surging, Iran tensions are rising, but it won't crack
High tariffs, stubborn inflation, government shutdowns, war with Iran, rising oil prices — nothing in the turbulent past year has poked a hole in a seemingly unsinkable U.S. economy.
What Kevin Warsh Means for the Future of the Fed
The Federal Reserve held its latest policy meeting this week with inflation still elevated, the war in Iran still rattling energy markets, and a new Chair waiting to be confirmed by the Senate. Former...
Is May 2026 a trap or an opportunity for investors?
Global markets are entering May 2026 under a cloud of uncertainty, with multiple macro and geopolitical triggers converging at once. From surging oil prices and the ongoing Middle East conflict to key...
Fed officials shift debate from rate cuts as they begin discussing conditions that would warrant future interest rate hikes
Three regional bank presidents opposed signaling rate cuts—guidance outgoing Chair Jerome Powell offered little reason to keep.
Review & Preview: All Good Now
Good vibes from tech land were enough to drive the S&P 500 higher. Is software finally back?
I wouldn't expect next week to be as good as this one, says Jim Cramer
'Mad Money' host Jim Cramer looks to what is in store for markets in the coming week.
Wall Street and Main Street bulls reclaim half the market as traders look to potential Iran deal and April jobs report for direction
Ernest Hoffman is a Crypto and Market Reporter for Kitco News. He has over 15 years of experience as a writer, editor, broadcaster and producer for media, educational and cultural organizations.
Jim Cramer says the market powered through a tough earnings week but 'that doesn't mean we're out of the woods yet'
CNBC's Jim Cramer said the market powered through a tough earnings week, led by AI and data center stocks. He warned that next week could be more uneven, urging investors not to rotate out of winners ...
AI Is Now the Bull Case for the Broader Market—Enough to Even Revive Old Tech
Many companies are benefiting from the feedback loop being created by AI demand. Just don't call it “parabolic.
Energy System Stresses Are Broadening, This Analyst Says
U.S. petroleum inventories are declining, although they are still above year-ago levels. Plus, market newsletter commentary on the Federal Reserve, consumer spending, and the growth of the venture-cap...
Friday's Final Takeaways: April Rally in Focus
Title: Friday's Final Takeaways: April Rally in Focus Description: Marley Kayden wraps up the trading week with a look back at April's market performance. Later, she chimes in on the status of Spirit ...
Global economy is at a crossroads with recent energy shocks, says JPMorgan's Bruce Kasman
Bruce Kasman, JPMorgan chief economist, joins 'Power Lunch' to discuss potential economic fallout from recent energy shocks, non-linear moves in gas prices and much more.
Can the market move higher in May?
The Investment Committee debate whether earnings can drive stocks higher and how you should position your portfolio.
What Jay Powell's Final Meeting As Fed Chair Means For Kevin Warsh
Jerome Powell delivered his final press conference as Chair of the Federal Reserve Board of Governors in April 2026. During the meeting, Powell expressed his intent to remain on the board.
US Economic Resilience Lowers Rate Cut Odds, Private Credit Fears | Real Yield 5/1/2026
"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: Wolfe Research Chief Economist Stephanie Roth, Economic Security Project Senior Director of Policy and Resear...
Stocks Hold Record Highs | 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.
Dow slips 152 pts as S&P 500 hits record high, Apple lifts Nasdaq
US equities ended Friday on a mixed note, with the S&P 500 and Nasdaq Composite extending their record-setting run, while the Dow Jones Industrial Average lagged as investors weighed strong earnings a...
US LNG exports to Asia surged in April as Middle East conflict curtailed supply
U.S. exports of liquefied natural gas to Asia jumped in April, with American producers helping offset reduced supplies from Middle Eastern exporters as the Iran war curtailed output in the region, p...
EU hits back at ‘unacceptable' Donald Trump over plans to increase tariffs
The European Union's trade chair has hit back at Donald Trump after he announced plans to increase tariffs on vehicles exported to the US.
Best Business Debt Consolidation Loans in May 2026
Business debt consolidation can improve your cash flow and repackage your obligations to potentially save you money.
Wall Street is finding a new use for the latest retail-trading obsession
As more people start using prediction markets, Wall Street is finding ways to derive value from them.
New Fed chair Warsh will have a fight on his hands if he pushes for interest-rate cuts
Statements from three officials show inflation fears are giving them cold feet about any more rate cuts.
Here's When ‘Sell in May and Go Away' Actually Makes Sense
The phrase dates back to 18th century London, when months-long vacations were the norm for the financial elite–and no one else.
Pirro keeps pressure on Fed's Powell despite dropping probe
U.S. Attorney Jeanine Pirro is facing an imminent deadline to appeal a judge's decision quashing her subpoenas into the Fed over its costly building renovations. Pirro is still planning to appeal, eve...
U.S. debt surpasses GDP
America's biggest problem, according to The Daily Wolf host Scott Melker, is that “we are going to keep printing money until infinity, until the machine breaks.”
Dan Ives: Tech Stocks Have 12–15% More Upside — His Top AI Buys Now
Dan Ives, Managing Director and Senior Equity Research Analyst at Wedbush Securities breaks down the setup behind tech's next leg higher and the AI stocks he's moving into now.
Barclays' Rajadhyaksha Shifts to Neutral on Risk Assets
Barclays Global Chairman of Research Ajay Rajadhyaksha joins "Bloomberg Surveillance" with his outlook for markets as they trade at all time highs. He said his team was overweight risk assets last wee...
Markets Rally on Crude Oil Crush
Kevin Green dissects current market optimism as early Friday trading squeezes higher "blowing past" his early resistance levels for the day. KG points to this week's economic data and earnings prints ...
US Economy 'Incredibly Resilient': Mossavar-Rahmani
Sharmin Mossavar-Rahmani, wealth management CIO and head of the investment strategy group at Goldman Sachs, says the US economy has been "incredibly resilient" despite the impact of the Iran war. She ...
Why Big Tech's $700 billion AI splurge is misleading
Rising component prices are driving Big Tech's AI spending surge. Microsoft and Meta's capital expenditure hikes largely result from higher component prices.
Trump Administration Pushes Forward With Tariffs Based on Forced Labor Laws
Nonprofit groups have applauded an investigation on trade in goods made with forced labor but say that the Trump administration should go further to enforce its own laws
Week Ahead for FX, Bonds: U.S. Jobs Data in Focus as Middle East Tensions Continue
U.S. jobs data will be the highlight of the coming week as investors look for evidence of how the Middle East war has impacted the economy.
Here's what B. of A.'s Michael Hartnett thinks investors should buy and sell in May
A cyclical uptick in economic activity in May, presaged by the boom in semiconductors, should see a reversal in the most in and out of favour sectors.
U.S. Factory Activity Expands in April
The Institute for Supply Management's purchasing managers' index was 52.7 last month, in line with March, as price pressures rose in the second month of the Iran war.
April's "Virtual Melt-Up" & What Fed Speak Means for Markets
Even with markets facing "a lot of pressures from a lot of directions," Kevin Hincks says the market is looking at lower crude oil prices as potential relief. Kevin labels last month's performance as ...
US Manufacturing Steady as Costs Gauge Hits Four-Year High
The Institute for Supply Management's gauge of prices paid for manufacturing inputs climbed for a fourth straight month to a four-year high of 84.6, according to data released Friday. Mike McKee repor...
How These New Funds Squeeze 14% Yields Out of Stocks
You can get high income from the stock market, but not without complexity and risk.
Dow rises 180 points as earnings boost stocks, oil eases but risks linger
US stocks gained on Friday, building on the momentum from one of the strongest monthly rallies in years, as investor optimism around corporate earnings outweighed lingering concerns about geopolitical...
Dow Jones: US 30 Rallies as Apple Lifts Stock Market and Indices Outlook
Dow Jones jumps as Apple earnings boost US stocks while oil drops. Tech stocks lead the stock market as traders watch crude for direction today.
Sorry, Wall Street South. Wall Street North Has the Big Bucks.
There is no satellite money-management center more significant than Boston—and that includes Texas and Florida. One of its secrets: adapting to change.
April Market Rally Brings May Momentum?
Kevin Green says even with some background geopolitical concerns, the market performance trend is still higher. The S&P 500 (SPX) notched its first close above 7,200 in addition to the Nasdaq-100 (NDX...
Morning Call Sheet: Tech and momentum drive markets higher
Daniel Newman, CEO of Futurum, Steve Sosnick, Chief Strategist at Interactive Brokers, and Ryan Detrick, Chief Market Strategist at Carson Group say momentum, tech earnings and AI spending are driving...
Risks From Iran War Swayed Kashkari's Fed Dissent
Minneapolis Fed President Neel Kashkari wrote that heightened inflation risks from the Iran war led him to object to the Fed policy statement.
Fed Officials Cite Inflation Concerns in Defending Dissents
The Federal Reserve's meeting this week was the most divisive in decades, a sign that President Trump's pick to lead the central bank will face opposition if he pursues substantially lower interest ra...
Fed dissenters explain 'no' votes, saying they disagreed with hinting next move would be a cut
Federal Reserve officials who voted this week against the post-meeting statement said they didn't think it was appropriate to signal that the next interest rate move would be lower.
Traders bet on big tech's AI buildout in April, look past Iran worries
CNBC's Steve Sedgwick breaks down the market action in April as the S&P 500 and Nasdaq round off their best months since 2020.
Tech Stocks Will Keep Pushing the Market Higher After the Best Month in Years
The S&P 500 booked at a 10.4% gain in April, its best month since 2020,
Dow futures surge 116 points: 5 things to know before market opens
US stock index futures edged modestly higher on Friday as investors absorbed a strong earnings beat from Apple and basked in the afterglow of April's exceptional rally, which handed the S&P 500 its be...
Markets Enjoyed an Historic April. Why the S&P 500 Could Fall Short in May.
Apple polishes quarter earnings and sales beat, AI spending juices outlooks for power providers, and more news to start your day.
Markets shrug off oil volatility to end April at record high
The S&P 500 closed April at a fresh record high, capping its strongest monthly performance in over three years, as investors weighed escalating geopolitical tensions in the Middle East against robust ...
Engine trouble ahead? How the Strait of Hormuz standoff threatens luxury auto giants
A global base oils shortage is starting to filter through to drivers of luxury vehicles as the Iran war drags on. Supercars engines rely on base oils because they can withstand extreme heat, high revs...
Stock Futures Higher, Oil Elevated as European and Asian Markets Shut
U.S. stock futures edged higher after most major indexes recorded their best month in six years.
Stock Market Today: Dow Holds On to Gains
Investors are kicking off May on an optimistic note, with U.S. stock futures holding onto recent gains and oil prices steady.
Aluminum Facing 'Very Large Supply Hole,' JPM Says
Greg Shearer, JPMorgan base and precious metals research head, discusses the aluminum market and the impact the conflict in the Middle East on prices. "Our outlook in the very near term is still for p...
Treasury Yields Steady as Oil Trades Well Below Thursday's Peak
Treasury yields traded steadily, with continued uncertainty surrounding the war in the Middle East offset by oil prices retreating from Thursday's spike.
Ex-commerce head WARNS of HARMFUL repercussions from tariffs
Former U.S. Secretary of Commerce Gina Raimondo discusses President Donald Trump's trade and tariff agenda on ‘The Claman Countdown.'
Review & Preview: The Nasdaq's Partying Like it's 2020
Semiconductor stocks surged as cloud providers doubled down on infrastructure spending.
Jim Cramer says the market's biggest winners all have one thing in common
CNBC's Jim Cramer said the market can be broken down into essentially two sectors: the data center stocks and everything else. He emphasized that the boom has expanded far beyond tech, fueling gains a...
Could Powell's decision to stay worsen relations between the Fed and the White House?
“I think there's a point where standing up to Trump moves into poking the bear with a sharp stick,” one analyst says.
US economy grows 2% as layoffs plunge to 55-year low, inflation lingers
Fresh data showed the economy expanded at a 2% annualized pace in the first quarter while core inflation rose 3.2% year-over-year in March.
Stocks clock their best month since 2020 as Wall Street shakes off Iran oil shock
The S&P 500 and Nasdaq composite just tallied their best month in six years, surprising the bears focused on oil prices.
Investors Ride Google, Caterpillar to Market's Best Month Since 2020
U.S. stock indexes rise on Thursday, with the Nasdaq composite closing at a record high.
Consumers Are Still Spending, but Cracks Are Emerging
Consumer spending remained solid in the first quarter, but slower wage growth, falling savings, and higher prices are starting to weigh on households.
Dow jumps 790 points as S&P 500 hits record on earnings boost
US stocks rallied on Thursday, with the Dow Jones Industrial Average surging nearly 800 points and the S&P 500 and Nasdaq both reaching fresh all-time highs, as strong corporate earnings helped invest...
Trump Says He Is Lifting Some Scotch Tariffs
President Donald Trump said he would be removing some whiskey tariffs following a visit from King Charles III during remarks to reporters at the White House.
Tech stocks close out best month since start of Covid pandemic in 2020
The Nasdaq Composite wrapped its best month since April 2020, climbing over 15%. Strong earnings reports across big tech have helped fuel the rally.
US economic growth bounces back, as AI buildout and consumer spending fuel first quarter
First quarter GDP grew at 2%, slightly below the expected 2.3%, as equipment investment in AI and computers along with consumer spending led growth.
Trump Says He Doesn't Care If Powell Stays on Fed Board
"I don't care. If he stays on he stays on,” President Donald Trump says when asked about his thoughts on Federal Reserve Chair Jerome Powell's decision to stay on the Fed Board of Governors after his ...
Getting conservative now while market digests recent gains, says CIBC's Chris Harvey
Chris Harvey, CIBC, joins 'Closing Bell' to discuss Harvey's thoughts on equity markets, the earnings story and much more.
Powell says he's staying on the Fed's board, impacting Trump and successor Kevin Warsh
Jerome Powell said Wednesday he plans to remain on the board of the Federal Reserve after his term as chair ends next month “for a period of time, to be determined,” saying the “unprecedented” legal a...
SHOCK DECISION: Powell REFUSES quiet exit from Fed
‘The Big Money Show' panel sounds off on Jerome Powell's decision to stay at the Federal Reserve, as tensions rise with President Donald Trump and incoming Chair Kevin Warsh over interest rate policy.
Thiel Capital's Jack Selby says markets have 'under-appreciated' Middle East's AI impact
Thiel Capital Managing Director Jack Selby sat down with CNBC's Robert Frank to discuss the Middle East's capex spending on AI and AI infrastructure.
Inside the Fed: Powell vows he won't be a 'shadow chair,' but a Warsh clash will be tough to avoid
When the Federal Open Market Committee gathers again in mid-June, it will mark the first time a sitting and former chair conduct central bank business together in nearly 80 years. The meeting with the...
Peter Schiff: U.S. Stocks Are a ‘Ticking Time Bomb' — What to Buy Before The Crash
Peter Schiff, Chief Economist and Global Strategist at Euro Pacific, warns the U.S. market is a ticking time bomb and breaks down where he believes investors should invest instead.
Trump says he will lift tariffs and restrictions on Scotland-Kentucky whiskey ties
U.S. President Donald Trump said on Thursday that he would be removing tariffs and restrictions related to Scotland's ability to work with the state of Kentucky on whiskey and bourbon.
Markets are underpricing the risk of Middle East pullback in AI, says tech investor Jack Selby
Middle East investors account for roughly a quarter of global investments committed to AI over the next five years, said Jack Selby, managing director of Peter Thiel's family office, Thiel Capital. If...
Hassett: I'm disappointed in Powell's decision to stay as Fed governor
National Economic Council Director Kevin Hassett says that he is disappointed in Jerome Powell's decision to stay on as a governor after his term as Fed chair ends.
Why the U.S. Economy Isn't Sliding Into 1970s-Style Stagflation
America's fixation on inflation is limiting economic growth.
Ackman blames retail traders for fund's weak Wall Street debut
Billionaire Bill Ackman on Thursday blamed retail investors for the roughly 18% drop in his newly listed closed-end fund's stock price a day earlier, adding that he expects shares to rebound.
U.S. senators ban themselves from prediction markets trading
The U.S. Senate unanimously passed a rule barring senators from trading on prediction markets effective immediately. The move came amid rising concern about insider trading on prediction market platfo...
COMPLETELY FALSE': Hassett REBUFFS claim that Fed independence is being attacked
White House National Economic Council Director Kevin Hassett joins 'Varney & Co.' to discuss the Fed's independence, Jerome Powell's future at the central bank and the state of the economy.
Fed's preferred inflation gauge hits 3-year high as gas prices spiked on Iran war
In the 12 months through March, PCE inflation shot up 3.5%, the biggest rise since May 2023 and above the Fed's 2% target.
US economy grew 2% despite Iran war — but Americans' spending slowed
The US economy accelerated at the start of 2026, expanding at a modest 2% pace from January through March after recovering from last fall's 43-day federal government shutdown. But the outlook is cloud...
US consumer finance watchdog finalizes new rule on small lending data
The U.S. Consumer Financial Protection Bureau on Thursday finalized regulations to replace a Biden-era requirement for banks to collect demographic data on small business borrowers, according to a F...
The Big Picture: Inflation vs AI Spend, Bitcoin Needs to Test $80K
From macro to crypto, Thursday's Big Picture panel from @CharlesSchwab features a broad swath of market takeaways. Joe Mazzola breaks down the latest inflation data, AI capex spending from Mag 7 names...
1st Quarter 2026 Review
The major large-cap US indices (S&P 500, NASDAQ, and Dow) were lower in the first quarter of 2026 along with growth indices which were also lower across the market cap spectrum. Economic data continue...
Big central banks say rate hikes are getting closer
Major central banks left interest rates unchanged this week but warned that they could raise them soon to prevent a jump in energy prices, caused by the U.S.-Israeli war with Iran, spilling over into ...
Big Tech's $700 billion spending on AI this year is called the ‘greatest capital misallocation in history'
Investors were already uneasy last quarter when Alphabet, Amazon.com, Meta Platforms and Microsoft announced plans to spend a cumulative $650 billion on artificial intelligence in 2026. So when three ...
U.S. Leading Indicators Forecasts Further Slowdown
The Conference Board's Leading Economic Index declined by 0.6% in March, reversing a February increase.