Investment strategy
Goldman Sachs makes big bet on ETFs specializing in downside protection
ETF Edge Goldman Sachs makes big bet on ETFs specializing in downside protection Published Sat, Dec 13 202511:00 AM EST Blair Bao WATCH LIVE Source
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Todd Combs’ stellar 15-year career at Berkshire started with an unsolicited letter to Charlie Munger
Todd Combs, one of Warren Buffett’s handpicked investment lieutenants and a key executive at Geico, Berkshire Hathaway’ s crown jewel insurance business, is leaving the conglomerate after a 15-year tenure that helped define the firm’s post-Buffett transition. Combs, 54, first caught the attention of Buffett’s late partner Charlie Munger, who famously recounted receiving an unsolicited […]
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Hassett Fed chair odds fall, Warsh chances surge on Kalshi after Trump comments
Kevin Warsh, former governor of the US Federal Reserve, during the International Monetary Fund (IMF) and World Bank Spring meetings at the IMF headquarters in Washington, DC, US, on Friday, April 25, 2025. Tierney L. Cross | Bloomberg | Getty Images Prediction markets swung sharply Friday after President Donald Trump said Kevin Warsh has risen […]
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Trump expected to sign executive order to reclassify marijuana as soon as Monday, source tells CNBC; pot stocks surge
Stock Chart IconStock chart icon Tilray Brands, 1-day President Donald Trump is expected to issue an executive order as soon as Monday that would allow for reclassification of marijuana, a person familiar with the matter told CNBC. The person asked not to be named because they are not authorized to speak about the White House’s plans. Such […]
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Coinbase to soon unveil prediction markets powered by Kalshi, source says
Crypto World Coinbase to soon unveil prediction markets powered by Kalshi, source says Published Fri, Dec 12 20251:25 PM EST Liz Napolitano@LizKNapolitano WATCH LIVE Source
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Jim Cramer says buy the sharp decline in Broadcom. Here’s why
CNBC’s Jim Cramer told investors on Friday to buy the sharp, post-earnings sell-off in Broadcom shares. “This company is on fire,” Cramer said on ” Squawk on the Street ,” pointing to the custom chipmaker’s long list of notable clients, including Alphabet , Meta Platforms , ByteDance-owned TikTok, and Anthropic. The stock sank nearly 11% […]
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For investors all-in on Magnificent 7-led market, ‘equal weight’ is trending as stock call for 2026
ETF Edge For investors all-in on Magnificent 7-led market, ‘equal weight’ is trending as stock call for 2026 Published Fri, Dec 12 20258:40 AM ESTUpdated 53 Min Ago Krysta Escobar WATCH LIVE Source
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Broadcom earnings, Lululemon CEO steps down, ‘fibermaxxing’ and more in Morning Squawk
FILE PHOTO: A Broadcom logo and a computer motherboard appear in this illustration taken August 25, 2025. Dado Ruvic | Reuters This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Here are five key things investors need to know to start the trading day: 1. Chip types The S&P 500 and […]
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Broadcom stock reverses lower on a misinterpretation of what the CEO said on the earnings call
Broadcom on Thursday evening reported another strong quarter and better-than-expected guidance for the current quarter. Nonetheless, the Club stock gave up its initial pop and traded sharply lower as the Q & A session of the post-earnings conference call kicked off. Investors were apparently not satisfied with CEO Hock Tan’s answer to an important question. […]
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Don’t use Oracle and its challenges as a barometer for the many great AI stocks we own
The broader AI trade is back in the hot seat because of Oracle. It shouldn’t be. Oracle shares were getting crushed on Thursday following a quarterly sales miss, a disappointing guide, and a spending outlook increase. The magnitude of the stock decline was compounded by what management did not address on Wednesday evening’s conference call, […]
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