Year: 2026
UK inflation cools markedly in January, boosting odds of Bank of England rate cut
A customer looks at goods on a shelf in a supermarket on January 15, 2025 in London, England. Dan Kitwood | Getty Images News | Getty Images The U.K. inflation rate cooled to 3% in January, according to the latest figures from the Office for National Statistics (ONS). Economists polled by Reuters had expected the consumer price […]
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More than 50% of enterprise software could switch to AI, Mistral CEO says
Arthur Mensch, founder of Mistral AI, during the ‘Nvidia GTC’ meeting at the 2025 VivaTech conference in Paris, France, on Wednesday, June 11, 2025. Nathan Laine | Bloomberg | Getty Images NEW DELHI — More than 50% of enterprises’ current software could be replaced by AI, the CEO of Mistral AI told CNBC on Wednesday, […]
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CNBC’s UK Exchange newsletter: The billion-dollar takeover of one of London’s oldest asset managers won’t be forgotten
This report is from this week’s CNBC’s UK Exchange newsletter. Like what you see? You can subscribe here. The dispatch Some takeovers of U.K. companies arouse little attention. Others, like the £11.5-billion takeover of Cadbury by Kraft in 2010, stir emotions even many years later. To judge from the initial response, it feels as if the […]
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Germany’s long-awaited fiscal stimulus is finally here — but there’s a defense spending catch, says Goldman Sachs
Germany’s huge fiscal expansion is now starting to show up in macro data, and investors are betting it will turbo-charge European growth in the coming months. But defense spending — a cornerstone of the package — could fall short of the ambitious ramp-up this year, a Goldman Sachs note says. The historic fiscal stimulus plan […]
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JPMorgan prefers international stocks to America’s — here’s where it sees opportunities beyond Wall Street
Erratic policy decisions, bubbling geopolitical tensions and concerns about the Federal Reserve’s independence have left some investors pivoting away from U.S. assets over the past year — and JPMorgan is among them. In a wide-ranging Monday note, equity strategists at the investment bank said they remained long emerging markets versus developed markets, and that within […]
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‘A matter of national survival’: European governments on how they’re accelerating digital sovereignty as geopolitical tensions ramp up
Digital sovereignty is a “matter of national survival,” a European minister has told CNBC, as the continent scrambles to undo the dominance of U.S. digital services in its infrastructure amid geopolitical tensions. The region’s dependence on U.S. tech and military protection has come into sharp focus, as its relationship with President Donald Trump’s administration has […]
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Trump says Japan to invest in energy, industrial projects in Ohio, Texas and Georgia
U.S. President Donald Trump (L) and Japanese Prime Minister Sanae Takaichi (R) hold up signed documents for a critical minerals/rare earth deal with Japan during a meeting at Akasaka Palace on October 28, 2025 in Tokyo, Japan. Trump is on a visit to Asia that takes in the ASEAN summit in Malaysia, followed by a […]
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CNBC’s The China Connection newsletter: Businesses scramble to reach China’s growing experiences economy
This report is from this week’s CNBC’s The China Connection newsletter, which brings you insights and analysis on what’s driving the world’s second-largest economy. You can subscribe here. The big story There’s nothing quite like the holiday rush in China for the Lunar New Year. The Beijing city streets start emptying out several days in advance […]
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Nvidia is partnering with major Indian VC firms in search of the country’s next AI start-ups
Nvidia H100 chips inside a server room at the Yotta Data Services Pvt. data center, in Navi Mumbai, India, March 14, 2024. Dhiraj Singh | Bloomberg | Getty Images American AI chip darling Nvidia is expanding its partnerships in India, including with venture capital firms, as it bets on the country’s AI ecosystem that has […]
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We cut our Palo Alto price target, but view the post-earnings drop as an opportunity
Palo Alto Networks on Tuesday evening delivered a strong quarter. But in a market with no room for error, the cybersecurity giant stumbled on guidance, and the stock sank. Revenue for the company’s fiscal 2026 second quarter ended Jan. 31 increased 15% to $2.59 billion, outpacing the $2.58 billion consensus estimate compiled by data provider […]
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