CNBC Pro Talks: How to shield your portfolio amid soaring geopolitical risks

Chaos in the Middle East and the Crimson Sea. Two years of war in Ukraine. Tensions in the South China Sea. Geopolitical hazards are increasing around the world, generating it a tough and uncertain time for buyers. In the second Professional Converse of 2024, CNBC’s Morgan Brennan speaks with four top rated advisors, strategists and analysts to discuss how traders can navigate soaring geopolitical uncertainty: Sassan Ghahramani, president and CEO of SGH Macro Advisors Sheila Kahyaoglu, aerospace and protection analyst at Jefferies Ronald Epstein, senior equity analyst at Lender of The usa Securities and Stephanie Hyperlink, chief financial commitment strategist at Hightower.

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Amazon’s expansion of grocery delivery isn’t the death knell for these stocks. Here’s why

August 17, 2025

Even as Amazon expands further into same-day grocery delivery, analysts still see room for DoorDash and Instacart to compete. Amazon announced Wednesday that it will expand its same-day delivery of perishable items like meat and dairy to more than 1,000 cities, with plans to reach at least 2,300 locations by year-end. The news put pressure […]

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Not in the cards: Why some suspect stable trade may not follow Trump’s tariff deals

August 17, 2025

The White House has signed a number of notable trade deals in the months since President Donald Trump slapped sharply higher tariffs on imports in early April. But some on Wall Street are cautioning that turmoil surrounding relations between the U.S. and its major trading partners is far from over. “Our views have been at […]

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Earnings playbook: Retail takes center stage with Walmart and Target set to report

August 17, 2025

We’re at the tail-end of the earnings season, but there are some major retailers still left to report this week. Walmart , Home Depot and Target are among the companies slated to post quarterly results. The reports will give investors a look at the state of the U.S. consumer. Overall, it’s been a strong earnings […]