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The research firm whose AI paper knocked the whole stock market is out with another big call
Key Points Citrini Research, the firm that issued a market-shaking bearish call on artificial intelligence earlier this year, is now warning that an oil-driven slowdown could drag down stocks. “If the war doesn’t end, equities will go lower,” Citrini founder James van Geelen wrote in a new Substack post. Even if the conflict in the […]
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Former SEC chair Jay Clayton says regulators would scrutinize trading ahead of Trump post
Key Points Volume in S&P 500 and oil futures spiked on Monday roughly 15 minutes before President Donald Trump said the U.S. and Iran held talks over the weekend and that strikes on Iranian infrastructure would be halted. “Any move like that in advance of any announcement, the regulators are going to look at,” Jay […]
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Hugo Barra’s return to Meta 5 years after exit underscores Zuckerberg’s AI urgency
Hugo Barr, formerly VP of VR at Facebook, has returned to Meta Money Sharma | AFP | Getty Images During Hugo Barra’s first stint at Meta — still known at the time as Facebook — he was a top executive in the virtual reality business. In the nearly five years he’s been gone, Meta’s obsession […]
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U.S.-Iran negotiations, Meta trial verdict, OpenAI shuts Sora and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Wednesday. I spent yesterday evening at a market technicals event and then went to watch the “Hannah Montana 20th Anniversary Special.” You might call it the best of both worlds. Stock futures are up this morning after a losing day. Here […]
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David Blitzer and Blackstone-backed group snaps up Indian cricket franchise for $1.8 billion
Royal Challengers Bengaluru’s players celebrate with the trophy after winning the Women’s Premier League (WPL) Twenty20 final cricket match against Delhi Capitals at the Kotambi Stadium in Vadodara on February 5, 2026. (Photo by Shammi MEHRA / AFP via Getty Images) / — IMAGE RESTRICTED TO EDITORIAL USE – STRICTLY NO COMMERCIAL USE — Shammi […]
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Meta makes ‘big bet’ on top leaders with stock options as pressure builds to catch up in AI
Arda Kucukkaya | Anadolu | Getty Images Meta is granting stock options to key leaders in an effort to retain talent as pressure intensifies on the company to bolster its position in artificial intelligence. The executives in the incentive plan include CFO Susan Li, technology chief Andrew Bosworth, Chief Product Officer Christopher Cox and operating […]
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Trump’s market-moving post, the new DHS chief, Gap’s AI push and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Tuesday. Turns out there is in fact a markets angle to South Korean boyband BTS’s comeback this weekend. Stock futures are little changed this morning after closing yesterday’s session higher. Here are five key things investors need to know to start […]
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Stocks making the biggest moves premarket: Netgear, Jefferies Financial, Apollo Global & more
Check out the companies making headlines before the bell: Netgear — The San Jose, Calif.-based maker of WiFi routers and network switches surged 11% after the Federal Communications Commission (FCC) banned all imports of consumer routers made abroad, saying they pose national security risks. Jefferies Financial Group — Shares of the investment bank rallied nearly […]
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Jeffrey Gundlach says it’s a ‘going nowhere’ market, warns of private credit strains
DoubleLine Capital CEO Jeffrey Gundlach said markets are stuck in a holding pattern with few assets delivering meaningful returns, as he warned that stresses emerging in private credit could deepen if investors rush for liquidity. “It’s kind of a going nowhere market right now, sort of trendless. Almost nothing is up. Nothing is really down […]
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Microsoft stock may be in a slump. But here’s why it is wrong to give up now
Things keep lining up against Microsoft , with all roads leading back to the company’s tarnished standing as an artificial intelligence leader and how that could impact the company’s Azure cloud growth. It’s been known for some time that Microsoft’s Copilot AI assistant has been disappointing. At a time when Alphabet ‘s Gemini, OpenAI’s ChatGPT, […]
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