Investment strategy
Amazon’s losing streak, Berkshire’s new position, the ‘boomcession’ and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Wednesday. I’ve been craving birria since reading about the Mike’s Red Tacos new franchising plan. Stock futures are higher this morning. The three major indexes all ended yesterday’s session little changed. Here are five key things investors need to know to […]
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We cut our Palo Alto price target, but view the post-earnings drop as an opportunity
Palo Alto Networks on Tuesday evening delivered a strong quarter. But in a market with no room for error, the cybersecurity giant stumbled on guidance, and the stock sank. Revenue for the company’s fiscal 2026 second quarter ended Jan. 31 increased 15% to $2.59 billion, outpacing the $2.58 billion consensus estimate compiled by data provider […]
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Berkshire Hathaway trims Apple stake, buys NYTimes stock in Buffett’s last moves as CEO
Key Points The Omaha-based conglomerate disclosed that it pared its position in the iPhone maker by 4.3% to $61.96 billion, per data from InsiderScore. Even with the cut, Apple remains by far Berkshire’s largest equity holding. Source
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Oil prices fall as Iran sees progress in nuclear talks with U.S.
Oil prices fell Tuesday after Iran’s foreign minister said progress was made during nuclear talks with the U.S., fueling hopes that negotiations could prevent another conflict in the Middle East. U.S. crude oil fell 56 cents, or 0.89%, to close at $62.33 per barrel. Global benchmark Brent lost $1.23, or 1.79%, to settle at $67.42. […]
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Return of ‘YOLO’ market: Wells Fargo thinks hefty tax refunds will boost bitcoin and these speculative stocks
Some tax filers may get fatter refunds this year than in those past — a fact that is likely to boost investments into risk-on assets like stocks and bitcoin, according to Wells Fargo. That’s because the “big beautiful bill,” which was passed last summer, includes several favorable provisions for 2025 tax filers. Additionally, the IRS […]
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We may buy more of a stock that has been pulled into the software sell-off
Every weekday, the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Tuesday’s key moments. 1. Stocks are little changed to start the shortened trading week, with the Nasdaq , the S & P 500 , and the Dow all trading near their flatlines. The […]
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Hedge fund manager Rob Citrone is short U.S. stocks. Here’s why
After the rest of the world outperformed the U.S. in 2025 , Rob Citrone forecasts more relative weakness ahead for the country’s equities. The billionaire hedge fund manager said he is short the U.S. market and long equities in certain international markets. In an appearance Tuesday on CNBC’s ” Squawk Box ,” the Discovery Capital […]
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Jesse Jackson dies, Hyatt’s Epstein fallout, Apple’s podcast push and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Tuesday, and happy Year of the Horse! I’m back after a week in Costa Rica, where I sampled coffee, memorized the USD-colón conversion rate and wished my Spanish was better. S&P 500 futures are lower this morning. The stock market is […]
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How Jenny Johnson beat family‑name ‘bias’ to lead $1.5 trillion asset manager Franklin Templeton
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Shaped by family legacy, grit and a deep sense of responsibility, Jenny Johnson reflects on the pivotal decisions that took her from “the founder’s granddaughter” to the CEO of Franklin Templeton. Source
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Hyatt Chairman Pritzker leaves board over Epstein ties
Thomas Pritzker, executive chairman of Hyatt Hotels Corp., speaks during the Milken Institute Global Conference in Beverly Hills, California, U.S., on Wednesday, May 2, 2018. The conference brings together leaders in business, government, technology, philanthropy, academia, and the media to discuss actionable and collaborative solutions to some of the most important questions of our time. […]
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