Investment strategy
Palantir is set to report earnings after the market close. What Wall Street expects
Palantir Technologies is facing an earnings test after its recent slump. Shares of Palantir have lost 25% in the past three months amid a broader decline in software stocks , which are among the S & P 500’s worst performers year to date on concerns of artificial intelligence disruption. One popular technical metric showed that Palantir […]
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Jim Cramer: Waymo’s soaring valuation adds a new layer to the Alphabet buy story
Waymo is becoming a real source of investor excitement on new valuation reports — reaffirming Jim Cramer’s view that the Alphabet stock remains a buy for that and so much more. Once an Alphabet moonshot, launched as the Google Self-Driving Car project in 2009, Waymo nowadays is shooting to the moon. The robotaxi business is […]
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Two ways for U.S. investors to cash in on the weak dollar
A weak U.S. dollar that’s expected to soften further could mean it’s time for investors to look abroad for opportunities, according to Oppenheimer. The U.S. greenback has declined considerably over the last year, and posted wild moves just in the last month following an escalation of tensions between the U.S. and Europe over Greenland and […]
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Strategy slides after bitcoin briefly dips below crypto firm’s key breakeven level
Michael Saylor, chairman of MicroStrategy, speaks at the Bitcoin 2024 conference in Nashville, Tennessee, on July 26, 2024. Bloomberg | Bloomberg | Getty Images Strategy plunged 8% on Monday after bitcoin dipped below the cryptocurrency treasury company’s average purchase price per token. Bitcoin traded at about $74,500 at its bottom on Monday – its lowest […]
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Rare earth miners jump as Trump is reportedly eyeing mineral stockpile to reduce China dependence
U.S. President Donald Trump delivers remarks before signing an executive order in the Oval Office of the White House on Jan. 30, 2026 in Washington, DC. Alex Wong | Getty Images Shares of U.S.-listed rare earth miners jumped Monday after news that President Donald Trump is preparing a sweeping plan to build a strategic stockpile […]
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The metal sell-off, Disney earnings, the ‘Melania’ movie and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Good morning. America’s favorite groundhog, Punxsutawney Phil, saw his shadow this morning, meaning we’re in for six more weeks of winter. After the recent string of cold temperatures, I can’t say I’m surprised. Stock futures are sliding this morning. The three major […]
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Buy the dip on this design software stock as AI drives growth, says JPMorgan
JPMorgan believes that accelerating cloud adoption and artificial intelligence integration could boost shares of Autodesk . The bank upgraded the design software maker to overweight from neutral. JPMorgan’s newly established target price of $319 implies that shares of Autodesk could rise 26% from here. Analyst Alexei Gogolev applauded Autodesk’s modern technology stack, calling it the […]
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Stock futures fall after silver, bitcoin sell off; questions loom over AI trade: Live updates
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Jan. 28, 2026. Brendan Mcdermid | Reuters Stock futures fell on Sunday night as Wall Street begins a new month of trading, with traders keeping an eye on bitcoin after a weekend sell-off. Dow Jones Industrial Average futures […]
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Bitcoin dips below $78,000 as market digests silver sell-off, Trump’s Fed chair pick
Bitcoin signage in Times Square in New York, Dec. 9, 2025. Michael Nagle | Bloomberg | Getty Images Bitcoin, Ethereum, and Solana slumped on Saturday as retail traders digested a busy market week that saw wild swings in commodities and a long-awaited announcement by President Donald Trump on his choice for the next Federal Reserve […]
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Here is what caused the wild swings in our 34-stock portfolio last week
The S & P 500 closed lower on Friday but slightly higher for the week. It briefly topped 7,000 for the first time ever Wednesday. There was no storage of news: Ten portfolio names, including three of our megacaps, reported earnings throughout the week; the Federal Reserve held interest rates steady on Wednesday; software stocks […]
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