Year: 2026
S&P 500 is about to wipe out Iran war losses. Why stocks are more optimistic than oil
U.S. stocks are on the verge of erasing losses sparked by the Iran war, with investors increasingly betting the geopolitical shock will prove short-lived. Oil markets remain far more cautious. A two-week ceasefire announced Tuesday night has helped fuel the recovery in stocks, triggering a relief rally that has helped push shares to recoup more […]
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CoreWeave adds ninth top AI model provider with deal to power Anthropic’s Claude
CoreWeave announced Friday that it has entered a multi-year agreement with Anthropic to power its Claude artificial intelligence models as demand for infrastructure continues to climb. Shares of the neocloud climbed about 4% following the news. “With the addition of Anthropic, nine of the leading ten AI model providers now leverage CoreWeave’s platform, reflecting the […]
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Defense’s Silicon Valley pivot: Ukraine, Iran wars challenge the legacy playbook
Warfare is undergoing a fundamental shift where tech with big price tags is being challenged by a more agile, decentralized model, spearheaded by Silicon Valley-backed start-ups, industry watchers told CNBC. The traditional defense model — notorious for development cycles that can span decades — is coming under increasing pressure. Companies are instead betting on a […]
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Consumer prices rose 3.3% in March, as energy prices spiked due to Iran conflict
A man shops for butter at a supermarket in Houston, Texas, on March 17, 2026. Ronaldo Schemidt | AFP | Getty Images Consumer prices spiked in March as the Iran war sent energy costs soaring and took the Federal Reserve further from its inflation target, according to a Bureau of Labor Statistics reported Friday. Underlying […]
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Powell, Bessent discussed Anthropic’s Mythos AI cyber threat with major U.S. banks
Scott Bessent, Treasury Secretary (L), and Jerome Powell, chairman of the US Federal Reserve. Getty Images Federal Reserve Chairman Jerome Powell and Treasury Secretary Scott Bessent met with major U.S. bank CEOs this week to discuss the possible cyber risks raised by Anthropic’s Mythos model, CNBC confirmed Friday. The bank heads were already in Washington, […]
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China built resilience to an energy shock — it’s paid off for Chinese assets amid the Iran war
19 November 2025, China, Shanghai: Boats sail past downtown Shanghai on the Huangpu River. The tallest building on the skyline is the Shanghai Tower (rear). Bernd von Jutrczenka | Picture Alliance | Getty Images The outbreak of the Iran war sparked a sharp sell-off across most regions and asset classes in March, as investors weighed […]
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The Masters has become the biggest event of the year for private jet companies
Vista House, a private home in Westlake, Georgia, sponsored by Vista Global during the Masters. Credit: VistaJet A version of this article first appeared in CNBC’s Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight to your inbox. Private jet companies are rolling out […]
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Why ships bound for the Middle East are piling up across Asia
Congestion in Singapore’s waters is rising as the Iran war disrupts shipping routes, forcing vessels bound for the Middle East to drop anchor near its ports. Congestion in Singapore’s waters is rising as the Iran war disrupts shipping routes, forcing vessels bound for the Middle East to drop anchor near its ports. See how Singapore’s […]
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Standstill in the Strait of Hormuz, new inflation data, Warsh’s Senate hearing and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Friday. Have any letters you’ve been meaning to send? You might want to get them in the mail sooner rather than later: The U.S. Postal Service is looking to hike prices as it goes through what it calls a “severe financial […]
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Stocks making the biggest moves premarket: Lumentum, ServiceNow, Sandisk & more
Check out the companies making the biggest moves premarket: Lumentum Holdings , Coherent — Lumentum shares jumped 5% after its CEO told Bloomberg that the optical and photonic producer’s products are booked through 2027, amid the artificial intelligence buildout. Shares of Coherent, another photonics company, were up 4%. Both companies have investments from Nvidia . […]
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