Month: January 2026
Morgan Stanley loves these stocks as the AI memory bottleneck bites
Tech companies have raced to build out compute capacity to fuel their AI ambitions but are now faced with a new bottleneck: memory capacity. The crunch comes as workloads shift from training models to using AI tools, and it’s driven in part by agentic AI, where a system can execute tasks independently. AI agents require […]
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Japan’s snap elections: A reckless risk or calculated gamble?
Sanae Takaichi, Japan’s prime minister, during a news conference the prime minister’s office in Tokyo, Japan, on Monday, Jan. 19, 2026. Takaichi officially called an early election next month and promised a temporary sales tax cut on food if she wins a fresh mandate for her new coalition. Bloomberg | Bloomberg | Getty Images Less than […]
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No fear of ‘cockroaches’? Private credit funds raise billions as investors look past warnings
Wall Street, Manhattan, New York. Andrey Denisyuk | Moment | Getty Images Investor appetite for private credit remains undeterred even as warnings mount over looser loan approval and risk-assessment practices, as well as rising pockets of borrower stress. The troubles at First Brands Group last September became a flashpoint for critics of private credit after […]
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Japan’s 40-year bond yield hits 4% record on fiscal jitters following election call
Bird’s-eye view of central Tokyo including Tokyo Tower at sunrise hours. Vladimir Zakharov | Moment | Getty Images Japan’s 40-year government bond yield hit a record high on Tuesday amid a broad selloff in government bonds, as investors worried that proposed cuts to the food sales tax could worsen the country’s fiscal position. The long-dated […]
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China keeps benchmark lending rates unchanged despite slowing economic growth
BEIJING, CHINA – JANUARY 06: The People’s Bank of China (PBOC) building is seen on January 6, 2025 in Beijing, China. Visual China Group | Getty Images China’s central bank kept its loan prime rates unchanged on Tuesday as the authorities focus on targeted support for specific sectors to bolster a slowing economy instead of […]
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CNBC Daily Open: The EU has a nuclear option to deal with Trump’s Greenland tariffs — and is mulling over it
Flags of the European Union fly outside the EU headquarters in Brussels, Belgium, on December 19, 2025. (Photo by Jonathan Raa/NurPhoto via Getty Images) Nurphoto | Nurphoto | Getty Images Greenland’s Prime Minister Jens-Frederik Nielsen stood firm on the island’s self-governance, saying on Monday that the “latest statements from the US, including threats of tariffs, do […]
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Asia-Pacific markets trade subdued as Trump-EU tensions keep investors jittery
Atlantide Phototravel | Corbis Documentary | Getty Images Asia-Pacific markets traded subdued as investors weigh renewed U.S. tariff threats tied to Greenland that have stoked concerns of a growing rift between Washington and European nations. European states are reportedly discussing counter-tariffs and broader punitive economic measures in response to fresh tariff threats from President Donald […]
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Dow set to fall more than 300 points on Trump’s new tariff threat over Greenland: Live updates
Trades work at the New York Stock Exchange on Jan. 16, 2026. NYSE Stock futures on Monday night pointed to a downbeat session on Wall Street as President Donald Trump intensifies his rhetoric on Greenland, threatening to impose new tariffs on countries opposing the sale of the Danish territory to the U.S. Futures tied to […]
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Fed chief Powell to attend Supreme Court arguments on Trump bid to fire Lisa Cook
Jerome Powell, chairman of the US Federal Reserve, during the Hoover Institution’s George P. Shultz Memorial Lecture Series in Stanford, California, US, on Monday, Dec. 1, 2025. Jason Henry | Bloomberg | Getty Images Federal Reserve Chairman Jerome Powell plans to attend oral arguments on Wednesday at the Supreme Court in a case challenging the […]
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OpenAI to focus on ‘practical adoption’ in 2026, says finance chief Sarah Friar
Sarah Friar, CFO of OpenAI, appears on CNBC’s Squawk Box on August 20, 2025. CNBC OpenAI will make 2026 its year of “practical adoption,” the artificial intelligence startup’s finance chief said in a blog Sunday. “The priority is closing the gap between what AI now makes possible and how people, companies, and countries are using […]
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