Goldman Sachs Group Inc
The stock market isn’t ignoring Iran. It’s rising for these three very real reasons
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., May 5, 2026. Brendan McDermid | Reuters The U.S.-Iran war drags on with no sign yet of a peace deal. Someone needs to tell the stock market. After a small early drawdown near the outset of the war, […]
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Trump’s China trip, Nadella’s testimony, GM layoffs and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Tuesday. If you’re a big Amazon user, your orders could soon arrive much faster. The e-commerce titan this morning announced plans to roll out 30-minute delivery in dozens of U.S. cities. Stock futures are slipping before the bell after a positive […]
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OpenAI revenue chief Dresser says enterprise AI adoption is ‘at a tipping point’
OpenAI Chief Revenue Officer Denise Dresser said Monday that we’re at a “tipping point” in enterprise artificial intelligence adoption, and the startup’s new Deployment Company will help with the push to get more companies on board. “Think about the complex workflows, about how you actually build a product service, a product market, a product, and […]
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Trump invites Elon Musk, Tim Cook, Larry Fink and other CEOs to join China trip for Xi summit
U.S. President-elect Donald Trump greets Elon Musk as he arrives to attend a viewing of the launch of the sixth test flight of the SpaceX Starship rocket on November 19, 2024 in Brownsville, Texas. Brandon Bell | Getty Images News | Getty Images President Donald Trump has invited executives from some of the biggest U.S. […]
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China consumer, wholesale inflation tops estimates in April as Iran war drives energy costs higher
A shopper walks past a Coach retail store inside a shopping mall on March 24, 2026 in Shenzhen, Guangdong province, China. Cheng Xin | Getty Images China’s consumer and producer inflation jumped more than expected in April as the Middle East conflict drives commodity costs higher, offering a reflationary boost to the economy. Consumer prices […]
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The Federal Reserve is quickly running out of reasons to cut interest rates
If the Federal Reserve still has any reasons to cut interest rates in the near future, they’re getting harder and harder to find. Friday’s jobs report for April provided the latest evidence that the central bank’s larger concern isn’t a flagging labor market but rather a cost of living that is getting increasingly harder for […]
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AMD’s big day, Anthropic-SpaceX deal, the jet fuel crisis and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Thursday. If you live in the Sun Belt, you could soon be on the road next to a driverless big rig. Distribution giant McLane is planning to deploy unsupervised, self-driving trucks on routes in the region by the end of the […]
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Oil prices slide as new attacks in Strait of Hormuz threaten fragile U.S.-Iran ceasefire
In an aerial view, the Marathon Petroleum Corp’s Los Angeles Refinery is seen on April 2, 2026 in Carson, California. Justin Sullivan | Getty Images Oil prices declined on Tuesday as traders assessed the risk of immediate supply disruptions amid renewed tensions between the U.S. and Iran. International benchmark Brent crude futures dipped 1.6% to $112.67 […]
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CNBC’s The China Connection newsletter: China is rewiring the Silicon Valley model — starting in Hong Kong
Hi, this is Evelyn, writing to you from Beijing. Welcome to the latest edition of The China Connection — a succinct snapshot of what I’m seeing and hearing from local businesses. My latest conversations with investors reveal a notable shift: China has taken note of how finance powered Silicon Valley’s rise and is following suit. […]
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Anthropic teams with Goldman, Blackstone and others on $1.5 billion AI venture targeting PE-owned firms
Anthropic CEO Dario Amodei looks on after a meeting with French President Emmanuel Macron during the AI Impact Summit in New Delhi on February 19, 2026. Ludovic Marin | Afp | Getty Images Anthropic said Monday it is partnering with private equity giants Goldman Sachs and Blackstone to launch a $1.5 billion firm aimed at […]
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