Stock Market News
'SERIES OF MISTAKES': Trump's Fed pick rips apart Powell's 'poor track record'
Federal Reserve Governor Stephen Miran discusses the direction of economic policy after President Donald Trump tapped Kevin Warsh to lead the Federal Reserve on 'Mornings with Maria.'
Inside the US-India Trade Deal
V. Anantha Nageswaran, India's Chief Economic Advisor, says the economy could expand close to 7.4% in the fiscal year beginning April 1, as reduced US tariffs provide a substantial boost to growth est...
Ray Dalio warns the world is ‘on the brink' of a capital war
Ray Dalio warns that the world is teetering on the edge of a capital war, amid simmering geopolitical tensions and volatile capital markets. 🔗Read more: cnb.cx/3OlOoJm
Treasury Yields Rise as Trump Pushes Lawmakers to End Shutdown
Treasury yields edged up as markets face another data blackout while President Trump pushes Republicans to quickly end the partial government shutdown.
AI Adoption Defines The Next Leg Of This Bull Market
AI Adoption Defines The Next Leg Of This Bull Market
Fed fight ERUPTS: Trump refuses to drop Jerome Powell investigation
U.S. Federal Housing Finance Agency Director William J. Pulte discusses Kevin Warsh's nomination as Fed chair and Freddie Mac's mortgage portfolio on 'Mornings with Maria.
Fed's Barkin Says We Have Been Bringing Rates Back Down Toward Neutral Levels
Thomas Barkin, president of the Federal Reserve Bank of Richmond, said as the inflation rate has fallen, the Fed has been bringing interest rates back down toward neutral levels.
Dividends By The Numbers In January 2026
Dividend-paying stocks in the U.S. stock market got off to an unexpectedly strong start in January 2026. Tallying up the dividend-payers' metadata for the month, we find the year-over-year number of n...
AI concerns pummel European software stocks
A sell-off in European software, data analytics and advertising companies accelerated on Tuesday, as updated artificial intelligence models raised fresh doubts about whether incumbent firms can defend...
S&P 500, Nasdaq futures edge higher as earnings season intensifies
US futures largely gained on Tuesday ahead of the market open as investors digested a strong start to the month for US equities and prepared for a heavy slate of corporate earnings.
Can the India-US trade breakthrough bring FIIs back to Indian equities
Indian markets have cheered the end of the impasse over the US–India bilateral trade agreement, with some analysts hoping that the breakthrough could encourage foreign investors to return to Indian eq...
Monthly Newsletter - January 2026
Silver, which had been riding the crest of a speculative wave, fell a shocking 25% on the day, and at one point was down more than 30%, its worst day in 45 years. Bitcoin, the oldest, largest and most...
US space stocks rise after Musk's SpaceX merges with xAI at $1.25 trillion valuation
U.S. space stocks rose on Tuesday after Elon Musk announced the merger of SpaceX and xAI in a deal that valued the combined entity at $1.25 trillion, a major push to expand artificial intelligence inf...
US brokers may charge fee from ETF managers as commission-free trading takes a toll
U.S. brokerage firms and custodians may seek distribution fees from managers of exchange-traded funds, J.P. Morgan said, marking a possible crucial shift in the country's $13.5 trillion ETF market.
U.S.-India deal: What we know so far
The U.S. and India have struck a trade deal, with immediate tariff cuts announced by President Donald Trump. CNBC's Amitoj Singh breaks down what we know so far.
Study finds banning energy disconnections shouldn't destabilize markets
Approaches by some European countries and Australia to protect energy consumers could help countries worldwide phase out harmful electricity disconnections without destabilizing power markets, new res...
ASEAN Macro To Equity Markets: 5 Key Questions Shaping 2025 And Beyond
ASEAN Macro To Equity Markets: 5 Key Questions Shaping 2025 And Beyond
The Global Economy's Warning Signals Are Broken
From markets to spending to debt, usually reliable indicators that forecast where the economy is headed are proving deeply fallible.
Global Markets, U.S. Futures Gain as Precious Metals Rebound
U.S. stock futures rose as global markets steadied after days of volatile trading, though the dollar slid after rallying in previous sessions.
What Trump's New Fed Pick Means For Markets
Former Fed Governor Kevin Warsh has been nominated as new Fed Chair. Warsh has been hawkish in the past, but has taken a more dovish tone recently.
Stock Market Today: Dow Futures Inch Up; Dollar Slips
Markets in Japan and South Korea surge; investors await AMD results
Third Wave Of The U.S. Dollar Cycle
We believe we are on the cusp of the third devaluation wave of the long-term US dollar cycle.
Elon Musk merges SpaceX with xAI at $1.25tn valuation
Aerospace business and artificial intelligence firm to unite for IPO as world's most valuable private company
Dow Jumps Over 500 Points Ahead Of Major Earnings: Investor Sentiment Improves, Fear Index Remains In 'Greed' Zone
The CNN Money Fear and Greed index showed an improvement in the overall market sentiment, while the index remained in the “Greed” zone on Monday.
What Is Risk?
We finished the year delivering +29.24% net to USD investors. We hold large positions in low beta equities and in certain commodities which tend to do much better than equities when stocks decline.
This is why the job of the Fed chair is misunderstood and difficult to do
Former Fed officials Randal Quarles and Dennis Lockhart analyze Fed chair nominee Kevin Warsh's likely approach to interest rates, President Donald Trump's pressure for cuts, and the complexities of F...
Saudi Arabia Opens Stock Market to Foreign Investors
Saudi Arabia's stock market is now open to foreign investors, the latest in a series of reforms ranging from foreign property ownership to liquor laws. Can Crown Prince Mohammed bin Salman turn the ki...
ValuEngine Weekly Market Summary And Commentary
Equity markets finished the week with a mixed tone as leadership continued to rotate across sectors and styles. Equity markets finished the week with a mixed tone as leadership continued to rotate acr...
Market expert reveals what he is ‘bullish' on for 2026
‘Kudlow' panelists analyze the positive impacts of President Donald Trump's pro-growth agenda and what they mean for the Federal Reserve.
Precious Metals, Asian Equities Broadly Higher
Asian equities and precious metals were mostly higher Tuesday as investors cheered the U.S.-India trade deal and upcoming U.S.-Iran talks.
Dow Jones & Nasdaq 100: US Futures Brace for Fed, Labor Signals
US futures gains lifted Asian markets as Fed rate-cut expectations, upbeat US data, and easing AI fears improved risk sentiment across the region.
Musk's xAI needs SpaceX deal for the money. Data centers in space are still a dream
While Elon Musk said he's merging SpaceX with xAI to more effectively build "orbital data centers," xAI is more in need of SpaceX's access to money. SpaceX is reportedly pursuing an IPO that could val...
Exclusive: SpaceX, xAI set share exchange ratio at 0.1433, source says
Investors in Elon Musk's xAI will receive 0.1433 shares of SpaceX for every share of xAI as part of the satellite company's purchase of the billionaire entrepreneur's artificial intelligence company, ...
The manufacturing boom President Trump promised would usher in a golden age for America is going in reverse
Levies on imports were supposed to bring back a golden age of U.S. manufacturing. They haven't worked, so far.
Stop making moves because of false tells, says Jim Cramer
'Mad Money' host Jim Cramer talks what is moving markets right now.
CNBC Daily Open: India and U.S. strike a trade deal, and markets shrug off precious metals rout
SpaceX is acquiring startup xAI, announced Elon Musk. Oracle's credit default swaps are plummeting.
Stocks Climb on Factory Data as Dollar Rises and Metals Drop | The Close 2/2/2026
Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Former Reserve Bank of Ind...
Why the Treasury Market Is Deathly Quiet—and What Ends the Lull
One possibility is that none of the developments have changed the math on interest rates. That could change.
CDT Insider Sentiment January 2026: The Gold Rally And CDT Options Trading 101
In just the first 19 trading days of the year, gold was up an astonishing +23%. Not to be outdone, silver, the ugly stepsister of the commodity market complex, was up +63% in that same relatively shor...
Trump says DOJ should continue Fed Chair Powell probe 'to the end'
President Donald Trump said the criminal investigation into Federal Reserve Chairman Jerome Powell should continue. U.S. Attorney for Washington Jeanine Pirro should "take it to the end and see," Trum...
LARRY KUDLOW: Trump Was Right About Tariffs
President Trump's policy of trade reciprocity has contributed to the Trumpian economic boom
Jim Cramer says 'prisoners of pessimism' will not make money in this stock market
CNBC's Jim Cramer said investors need to look beneath negative headlines for opportunities. "If you're a prisoner of pessimism, you must break free if you're trying to make real money in this stock ma...
Bear Market Potential Driven by Commodities, Inflation Bump
Larry Donald calls Jensen Huang “slippery as a Mississippi eel” as he tries to keep Nvidia (NVDA) stock high. He looks at the commodities trade, including memory for AI, and says a run up in prices ca...
SpaceX officially acquires xAI. Here's how Elon Musk justifies the move.
Musk says the newest merger of companies he owns is necessary to create “a sentient sun to understand the universe.”
Stocks Climb to Start February as Gold and Silver Sell Off | 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.
When Bubbles Pop Now Compared To Past Eras
The dynamics of the market have changed dramatically since I started investing just over 40 years ago. Valuations are much more elevated, and it is much easier to trade equities.
Elon Musk merges SpaceX and xAI in high-stakes bet on artificial intelligence
Elon Musk said on Monday that SpaceX has acquired his artificial intelligence group xAI, tying together two of his most ambitious ventures as he seeks to build increasingly powerful AI systems backed ...
Stocks rise to kick off February, SpaceX acquires xAI
Asking for a Trend anchor, Josh Lipton breaks down the latest market news for February 2, 2026. Stocks rose to start February trading while bitcoin and gold remained volatile.
New Captain, Same Sinking Ship: Why Warsh Can't Stop Dollar Debasement
Kevin Warsh's Fed Chair appointment triggered a sharp sell-off in gold and silver, but the underlying dollar debasement trend remains intact. Persistent US fiscal deficits and rising debt/GDP ratios c...
Warsh Nomination: A Potential Policy Error
Kevin Warsh's nomination as Fed Chair introduces significant uncertainty and removes the perceived 'Fed put' for risk markets. Recent sharp declines in gold, silver, and Bitcoin signal unhealthy marke...
Elon Musk Says SpaceX Has Acquired xAI
The merger puts the billionaire entrepreneur's rocket and artificial-intelligence companies under one roof.
Stocks Rise While Commodity Markets Face Fresh Volatility
The Dow industrials gained 1.1%, boosted by a strong U.S. manufacturing report. Gold ended 1.9% lower, while silver is down 33% over the past two sessions.
Elon Musk Said to Be Merging SpaceX and xAI Ahead of Mega IPO
Elon Musk plans to merge SpaceX with xAI, according to people familiar with the matter. The combined company would have a valuation of $1.25 trillion according to sources.
Stocks, gold, and silver steady after overnight volatility
Wild swings that swept through financial markets overnight eased after Wall Street opened for trading on Monday. U.S. stocks rose modestly following gains in Europe and sharp drops in Asia, while gold...
Elon Musk's SpaceX reportedly combining with xAI ahead of potential IPO
Elon Musk's SpaceX reportedly combining with xAI ahead of potential IPO
Musk's SpaceX to merge with xAI at combined valuation of $1.25 trillion, Bloomberg News reports
Elon Musk plans to merge SpaceX with xAI ahead of its IPO, with a combined valuation of $1.25 trillion, Bloomberg News reported on Monday, citing people familiar with the matter.
Smart Money Is Rotating Out of Tech—Here's Where It's Going
Robert Schein, Chief Investment Officer, Blanke Schein Wealth Management explains why market leadership is broadening in 2026—and which sectors could lead alongside tech.
January AAII Asset Allocation Survey: Bond Allocations Increase
Stock and stock fund allocations decreased 0.6 percentage points to 70.2%. Bond and bond fund allocations increased 1.0 percentage points to 15.4%.
Crucial U.S. jobs report delayed again. What happens next?
The January jobs report won't be published Friday as scheduled due to the partial government shutdown, but investors probably won't have to wait long for critical insights into the health of the labor...
Kevin Warsh needs to keep the Fed out of politics — no matter what Trump says
Warsh will be pressured to help with ballot-box issues. That isn't the Fed's role.
February stock trading: What the charts show about historical patterns
Yahoo Finance Markets and Data Editor Jared Blikre, who also hosts Yahoo Finance's Stocks in Translation podcast, breaks down what history says about the performance of stocks as a guide to February S...
US banks expect stronger loan demand in 2026, Fed survey shows
Banks expect demand for business loans across all categories to strengthen this year, a Federal Reserve survey showed on Monday, with most saying they expect lower interest rates and higher spending o...
The AI bubble is starting to show its face, says Tusk Ventures' Bradley Tusk
Bradley Tusk, Tusk Ventures founder and CEO, joins 'The Exchange' to discuss how Tusk is thinking about OpenAI's sustainability concerns, the AI trade and much more.
US jobs report delayed again amid government shutdown
January 2026 report to be rescheduled after BLS has already been faced with major delays from last year's shutdown
Nasdaq 100: Chip Stocks Jump as US Stocks Recover and Indices Outlook Improves
US stocks rebound as tech stocks and memory chips surge, lifting major indices while energy sinks and traders await earnings and key economic data.
Stocks Rebound To Start February - U.S. Index Outlook
Stock markets find a basis to rebound after past end-of-week high volatility. US indexes attempt another test of their record highs as positive data lifts sentiment.
Bostic Sees Fed at Neutral in Maybe One or Two Rate Cuts
Federal Reserve Bank of Atlanta President Raphael Bostic offers his policy outlook, saying he didn't have any rate cuts projected for the year ahead, and how close he sees the central bank to the neut...
Trump Says It's 'Inappropriate' to Ask Fed Pick Warsh to Cut Rates
Donald Trump named Kevin Warsh to be the next chair of the Federal Reserve, succeeding Jerome Powell when his term ends in May.
Q4 Earnings Reports From Financials Put Recession Fears To Rest
The financial sector is fundamentally healthy, with strong capital, stable credit trends, and improving borrowing momentum, supporting a bullish 'buy' rating. Consumer spending remains resilient, with...
Jobs Report Delayed Because of Partial Shutdown
The report, scheduled for Friday, would have provided data on job growth, unemployment and wages in January.
Investors Hunt for Proof AI Delivering Productivity Gains
Another big week for tech earnings kicks off with investors eyeing the impact of circular AI deals and spending. Natalie Gallagher, principal economist and director at Board, joins Caroline Hyde on “B...
The Party Is Just Getting Started At 7000 Points
I reiterate a Buy recommendation on assets tracking the S&P 500 Index, supported by strong historical momentum and robust statistical trends.
The Dollar's Decline Doesn't Doom Stocks
History suggests the relationship between the dollar and equities is inconsistent—and investors may be overreacting to the currency's recent slide.
Market Outlook: A Change Of Course
Earnings growth is likely to broaden out, and the leaders of the last three years may not be the relative winners of tomorrow—even as they could participate in a continued move higher in equity prices...
The January jobs report will not be released as scheduled Friday because of a partial government shutdown
For a second time in five months, work has stopped at the federal government's primary economic-statistics agency.
January's Fireworks Finale - Metals Melt Down, MAGS Are Mixed Up And Tesla Pivots
Last week ended with the fireworks. Stock indexes and the long bonds took it all in stride.
Government shutdown will delay release of January jobs report
The partial government shutdown that began over the weekend will delay the release of the January jobs report slated for release on Friday.
Friday's jobs report will be delayed because of the partial government shutdown
Friday's jobs report will be delayed because of the partial government shutdown
AI Capex At Unsustainable Levels
AI capex is at unsustainable levels and it won't be possible to generate economic returns on it unless we have true AGI imminently. We have reached what seems to be the first time that the current sta...
Here's the one thing the bond market is hoping to avoid on Wednesday
Any sign that the Treasury might significantly increase the sizes of its future note and bond auctions could rattle traders.
The government shutdown has delayed Friday's jobs report. Here's how the latest closure could end.
Tax refunds and air travel are also being affected.
Elon Musk mulls merging SpaceX with artificial intelligence firm xAI: report
Elon Musk is reportedly in “advanced talks” to merge his rocket company SpaceX with his artificial intelligence firm xAI.
President Trump's choice of Kevin Warsh as chairman of the Federal Reserve shines a spotlight on Stanley Druckenmiller, a billionaire investor who was Warsh's longtime boss
Trump's Fed chair pick spent over a decade working for the billionaire investor, who instilled in him a relentless trust in data.
The Latest Government Shutdown Will Delay the January Jobs Report
The widely anticipated release had been scheduled for Friday.
Global Big Picture: Japan's Bond Impact & Significance of India, EU Trade Deal
@CharlesSchwab's Michelle Gibley turns to the international movers by looking at how Japan's elections can increase demand for global bonds. India's trade deal with the EU will also prove significant,...
Navigating The Fog: The OBBBA
Over the last three years, the total return on the S&P 500 Index is up an annualized 21.7%. Some of the favorable market return carrying over into 2026 might just be due to the July passage of the One...
Financial Sector Overview: Optimism Up, Stocks Down To Start 2026
The financial sector faces a disconnect: strong 2025 results and 2026 optimism contrast with XLF's underperformance YTD. An upcoming Fed leadership change, sticky inflation, and a steepening yield cur...
What to expect from the Federal Reserve under Kevin Warsh
CNBC's Steve Liesman breaks down what to know about Kevin Warsh, President Donald Trump's pick for the next Fed chair.
Kevin Warsh 'hurts Fed independence,' says 3Fourteen's Warren Pies
Warren Pies, co-founder and strategist at 3Fourteen Research, joins 'Squawk on the Street' to discuss the Federal Reserve, the Trump administration, and more.
U.S. manufacturers had a very good January — it's the rest of the year that's the problem.
U.S. manufacturers got a burst of new orders in January and business grew for the first time in 11 months, but the improvement appeared tied to the start of a new year and probably doesn't herald an e...
U.S. Factory Activity Posts Fastest Gains Since 2022
U.S. factory activity unexpectedly expanded in January at the fastest pace in more than three years, as production and demand recovered strongly, a survey of manufacturing firms said.
Major Asset Classes: January 2026 Performance Review
Commodities and foreign stocks led the performance race in January for the major asset classes, based on a set of ETF proxies. Meanwhile, offshore assets, supported by a weak dollar, outperformed thei...
What Fed nominee Kevin Warsh's former colleagues told us about his leadership style
President Donald Trump nominated Kevin Warsh to succeed Jerome Powell as Federal Reserve chair. Former colleagues described Warsh as a consensus-builder.
Wall Street can't get a handle on Kevin Warsh. Expect a volatile market until it does.
It's going to be a bumpy ride for investors. These stock-market sectors could provide a refuge.
‘ONE-VOTE SITUATION': Johnson on the brink as shutdown chaos builds
‘Mornings with Maria' panel discusses the partial government shutdown, Speaker Mike Johnson's razor-thin vote margin, and the intensifying immigration fight as Republicans and Democrats clash over DHS...
US stocks open in the red: S&P 500 slips 0.3%, Dow downs 140 points
US stocks edged lower on Monday as Wall Street kicked off a new month of trading under renewed pressure from technology shares and sharp swings in cryptocurrencies and precious metals. The S&P 500 was...
Investing In The U.S. Tech Sector: Why "Sentiment" Is Now A Fundamental Metric
Investors have pivoted from buying the AI "promise" to demanding fundamental growth, punishing leaders like Microsoft for heavy CapEx despite record-breaking RPO growth. Meta is being rewarded for its...
Weekly Market Pulse: What's Your Risk Tolerance?
Gold fell over 10% last Friday, and that was the good news from the metals. Silver swan-dived 28.5%, platinum 18.4%, palladium 15.7%, copper 6%.
Kevin Warsh Says The Federal Reserve Lost Its Way. He Might Be Right.
Kevin Warsh, a former Federal Reserve governor, has been nominated by President Trump to lead the U.S. central bank. A longtime critic of the Fed's post-2008 trajectory, Warsh has argued that the inst...