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Here’s an update on our 4th Industrial Revolution stocks and the rest of the portfolio
Technology

Here’s an update on our 4th Industrial Revolution stocks and the rest of the portfolio

On Friday, the CNBC Investing Club held its February Monthly Meeting, where Jim Cramer and Director of Portfolio Analysis ran through each stock in the portfolio. Jim put a special focus on the Club stocks within the artificial intelligence trade. He’s dubbed them the “Fourth Industrial Revolution stocks,” borrowing the term from Nvidia CEO Jensen […]

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Trump administration faces first big tariff refund court deadline on Friday
Politics

Trump administration faces first big tariff refund court deadline on Friday

The US Court of International Trade in New York, US, on Thursday, April 24, 2025. Bloomberg | Bloomberg | Getty Images The Trump administration’s Department of Justice is nearing its first big legal deadline in the wake of the U.S. Supreme Court ruling that President Donald Trump’s tariffs issued under the International Emergency Economic Powers […]

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Stocks making the biggest moves midday: Netflix, Coinbase, Diageo, Cava and more
Finance

Stocks making the biggest moves midday: Netflix, Coinbase, Diageo, Cava and more

Check out some of the companies making headlines in midday trading. Coinbase — The cryptocurrency exchange’s stock jumped 12% as it launched stock trading on its platform. The move is part of Coinbase’s strategy to become the place for investors to trade not only cryptocurrency but also stocks, exchange traded funds and place prediction market […]

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Trump’s State of the Union, Lowe’s earnings, Panera Bread’s value menu and more in Morning Squawk
Technology

Trump’s State of the Union, Lowe’s earnings, Panera Bread’s value menu and more in Morning Squawk

1. Trump’s talk US President Donald Trump, right, and US House Speaker Mike Johnson, a Republican from Louisiana, during a State of the Union address in the House Chamber of the US Capitol in Washington, DC, US, on Tuesday, Feb. 24, 2026. Al Drago | Bloomberg | Getty Images President Donald Trump touted his economic […]

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Lowe’s earnings beat as sales jump more than 10% despite sluggish housing market
Business

Lowe’s earnings beat as sales jump more than 10% despite sluggish housing market

A Lowe’s store in Concord, California, US, on Monday, Nov. 17, 2025. David Paul Morris | Bloomberg | Getty Images Lowe’s topped Wall Street’s quarterly revenue and earnings expectations on Wednesday, as the retailer’s quarterly sales grew more than 10% year over year. The home improvement company said it expects total sales for the full […]

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South Korea and Japan stocks hit fresh highs amid regional gains after Wall Street’s AI relief rally
World

South Korea and Japan stocks hit fresh highs amid regional gains after Wall Street’s AI relief rally

A currency dealer monitors exchange rates in front of a big screen showing South Korea’s benchmark stock index (C) and the Korean won/USD exchange rate (R) in a foreign exchange dealing room at the Hana Bank headquarters in Seoul on April 9, 2025. Jung Yeon-je | Afp | Getty Images South Korea and Japan stocks […]

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State of the Union: Trump to announce plans for new tax cuts through budget reconciliation
Politics

State of the Union: Trump to announce plans for new tax cuts through budget reconciliation

President Donald Trump speaks during an event to honor “Angel Families” who have lost family members to crimes committed by people in the country illegally, at the White House in Washington, Feb. 23, 2026. Evelyn Hockstein | Reuters President Donald Trump is set to call for a new tax cut proposal during his State of […]

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Watch these chart formations for clues into what’s next for market volatility
World

Watch these chart formations for clues into what’s next for market volatility

Seems like the stock market is not the only thing experiencing a volatility storm lately. Last week my friends, family and I were in Park City, Utah, and a massive 2-foot snow storm hit that made for some amazing glade skiing. Sure enough on the way back home, a massive nor’easter hit that closed many […]

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Stocks making the biggest moves midday: IBM, AMD, Dillard’s, Novo Nordisk, Keysight Technologies & more
Finance

Stocks making the biggest moves midday: IBM, AMD, Dillard’s, Novo Nordisk, Keysight Technologies & more

Check out the companies making headlines in midday trading: Dillard’s — Shares fell 7% after the department store posted weaker-than-expected revenue in the holiday quarter. Fourth-quarter revenue came in at $1.99 billion, while analysts polled by FactSet anticipated $2.03 billion. Dillard’s cited winter storms as a driver behind its sales results, which it says hurt […]

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Meta-AMD chip deal, Wall Street’s AI angst, Trump’s State of the Union and more in Morning Squawk
Technology

Meta-AMD chip deal, Wall Street’s AI angst, Trump’s State of the Union and more in Morning Squawk

This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Tuesday. I found yesterday’s snowfall to be quite idyllic, granted I didn’t actually step foot outside until it had stopped (don’t repeat that to my many colleagues who found themselves on shoveling duty). S&P 500 futures are little changed this morning […]

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