Investment strategy
Cramer: Meta is not the new tobacco, warns against selling over social media court rulings
The slump in Meta Platforms — exacerbated by two social media court defeats this week — could be setting up as a buying opportunity. Meta shares sank more than 8% on Thursday after a Los Angeles jury late Wednesday found the company (and Google’s YouTube) negligent in the case of a woman who alleged she […]
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Meta’s latest verdict, space stocks, prediction market legislation and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Thursday. With their perky ears and pointy teeth, I thought no collectible could have a more unique appearance than Labubus. But after reading about the “Mystery Dumpling,” I stand corrected. Stock futures are dropping this morning after a positive day. Here […]
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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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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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OpenAI raises additional money to bring record funding round to $120 billion, CFO tells Cramer
OpenAI is raising an additional $10 billion from investors as part of its historic funding round, CFO Sarah Friar told CNBC’s Jim Cramer on Tuesday. The fresh capital brings OpenAI’s record fundraise to “north of $120 billion,” Friar said in an interview on “Mad Money.” That well exceeds the ChatGPT creator’s initial target of $100 […]
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Circle heads for it worst day on record as proposed law could limit stablecoin yield
Traders work on the floor at the New York Stock Exchange on the day of Circle Internet Group’s initial public offering on June 5, 2025. Brendan McDermid | Reuters Stablecoin issuer Circle is tumbling as the latest version of a bill known as the Clarity Act shows it could limit yield on stablecoin balances. The […]
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Jamie Dimon says Iran war makes Middle East peace prospects better in the long term
Key Points JPMorgan Chase CEO Jamie Dimon said the Iran war is risky in the short run but could improve the odds of a lasting Middle East peace. Dimon tied the peace calculus directly to economics, arguing that foreign direct investment flowing into the region will stall without stability. Speaking with Palantir executive Mike Gallagher […]
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We’re buying more of this cybersecurity stock as the market keeps getting it wrong
We’re buying 10 shares of CrowdStrike at roughly $395 each. Following Tuesday’s trade, Jim Cramer’s Charitable Trust will own 265 shares of CRWD, increasing its weighting in the portfolio to 2.8% from 2.7%. Enterprise software stocks were back under pressure Tuesday as concerns about AI-driven disruption intensified. When the group trades off, the first place […]
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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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