Year: 2025
Trump inauguration trades: The sectors that could win in the early days
Specific sectors of the market could be standout winners once President-elect Donald Trump returns to the White House on Monday, according to Alpine Macro. Those pockets include small caps, industrials, fossil energy, and aerospace and defense stocks, Dan Alamariu, the firm’s chief geopolitical strategist, wrote in a Thursday note. Specifically, he suggested investors go long […]
Read More
‘Physical AI’ is the next frontier for the artificial intelligence cycle. How to play it
The advent of so-called physical artificial intelligence is believed by many to be the next frontier of the AI investing cycle, opening up opportunities to get behind robotics makers, auto suppliers and specialty semiconductor companies. Investors are looking for another way to play AI after huge runs in Nvidia and the other stocks powering and […]
Read More
GLP-1s and Brian Thompson’s killing loom large at top health-care conference
Jamie Dimon, chief executive officer of JPMorgan Chase & Co., at the Institute of International Finance (IIF) during the annual meetings of the IMF and World Bank in Washington, DC, US, on Thursday, Oct. 24, 2024. Kent Nishimura | Bloomberg | Getty Images San Francisco, famed for its abundance of hoodie-clad tech workers, was overrun […]
Read More
These stocks have major upside heading into earnings, Bank of America says
Analysts at Bank of America say there’s a slew of buy-rated stocks well positioned heading into earnings season. CNBC Pro combed through the firm’s research to find companies the firm likes as quarterly reports begin. They include: Warner Bros Discovery, Birkenstock , Spotify and United Airlines. United Following on the heels of Delta’s robust earnings […]
Read More
TikTok creators post farewell videos to their fans ahead of expected U.S. ban
With the prospect of TikTok disappearing in the U.S., creators on the app spent the week posting heartfelt goodbyes to their fans. “I never even in a million years ever thought that anybody would ever just care about what I say,” Kimberly Rhoades, a creator of humorous videos, told her 3 million followers on Thursday. […]
Read More
South Korea’s President Yoon attends court hearing on extending detention
South Korea’s impeached President Yoon Suk Yeol arrives at the Corruption Investigation Office for High-ranking Officials (CIO), in Gwacheon, South Korea, January 15, 2025. Korea Pool | Via Reuters South Korea’s impeached President Yoon Suk Yeol attended a court hearing on Saturday to fight a request by investigators to extend his detention on accusations of […]
Read More
Telefonica to hold shareholder meeting to replace CEO, El Confidencial says
Jose Maria Alvarez-Pallete, CEO of Telefonica, during a keynote at Mobile World Congress 2024 in Barcelona, Spain, on Feb. 26, 2024. Nurphoto | Nurphoto | Getty Images A group of shareholders of Spanish telecom company Telefonica led by state-owned investment fund SEPI have called for a board meeting to replace Chief Executive Jose Maria Alvarez-Pallete, […]
Read More
India likely to cut disinvestment goal by 40% for FY25, Economic Times reports
Rupee coin. Abhishek Mehta | Moment | Getty Images India will likely cut its disinvestment and asset monetization target by 40% for 2024-25 in the federal budget to be presented next month, The Economic Times newspaper reported on Saturday, as planned sales of state-run firms run into a host of setbacks. The government will likely […]
Read More
Ceasefire between Israel and Hamas will go into effect at 0630 GMT on Sunday
People react to the reports of a possible Gaza ceasefire and hostage release deal being reached during a rally calling for the return of captives held in the Gaza Strip on Jan. 15, 2025 in Tel Aviv, Israel. Amir Levy | Getty Images News | Getty Images Qatar’s foreign ministry said the ceasefire between Israel and […]
Read More
TikTok says it will go dark on Sunday unless Biden intervenes
Beata Zawrzel | Nurphoto | Getty Images TikTok said its services will go dark on Sunday without a guarantee from the Biden administration that it won’t punish Apple, Google and other service providers if they support the app. “Unless the Biden Administration immediately provides a definitive statement to satisfy the most critical service providers assuring […]
Read More