Investment strategy
Retail investors close out one of their best years ever. How they beat Wall Street at their own game
A graph displaying the Apple stock price on a smartphone app. Jaap Arriens | Nurphoto | Getty Images Retail investors have had a gangbuster year in 2025. Mom-and-pop investors bought the dip at key points this year, providing strong returns as the market climbed to all-time highs. Once thought of as unsophisticated and easily duped, […]
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Warren Buffett’s exit leaves open question: Who runs Berkshire’s $300 billion equity portfolio?
As Berkshire Hathaway marks Warren Buffett ‘s official retirement Wednesday, attention is shifting to a less settled part of the succession plan: the fate of its $300 billion equity portfolio. For decades, Berkshire’s stock holdings have reflected Buffett’s long-term investing judgment and his willingness to deploy capital aggressively during market turmoil. With no obvious successor […]
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Why bitcoin is ending 2025 with losses, and whether it can rebound in the new year
Bitcoin boomed earlier this year, but its seemingly magical momentum didn’t last. In the last quarter, the token surrendered its gains, placing the flagship cryptocurrency on track to finish 2025 in the red. But while the token’s disappointing reversal has left investors on tenterhooks, some experts say bitcoin can still stage a comeback in 2026. […]
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Street analyst reveals 3 AI stocks set to dominate 2026 – plus, Meta’s next move
Wall Street analysts see more room to run for four Club stocks that shattered records in 2025. Fresh commentary from a Rosenblatt Securities analyst shows how a new deal from Meta Platforms could be a financial windfall. Meanwhile, Wedbush details exactly why CrowdStrike , Apple , and Microsoft are winners from the artificial intelligence build-out […]
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These stocks had big turnarounds in 2025. Where analysts see them heading in 2026
After steep losses in 2024, stocks including Advanced Micro Devices and CVS Health managed to stage sharp rebounds this year — and analysts believe they may still some more room to run. An artificial intelligence-driven rally drove stocks broadly higher this year, with the S & P 500 on pace for a 17% year-to-date gain […]
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Silver’s big swing, another AI acquisition for Meta, GM’s banner year and more in Morning Squawk
A selection of one kilogram silver bars at Conclude Zrt bullion dealer arranged in Budapest, Hungary, on Monday, Feb. 17, 2025. Akos Stiller | Bloomberg | Getty Images 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: […]
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Nvidia quietly bought a competitor last week. Why analysts believe this could be big deal for the stock
Nvidia has considerable room to run after spending billions of dollars on assets from artificial intelligence accelerator chipmaker Groq — a deal that analysts think can give its graphics-processing units an edge over competitors. Groq announced its $20 billion “non-exclusive licensing agreement” with Nvidia on Wednesday, marking the largest such deal in the semiconductor manufacturer’s […]
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Wharton’s Jeremy Siegel thinks the market’s gain next year will be much more modest. Here’s why
Wharton professor emeritus Jeremy Siegel believes that the stock market’s surge higher will finally lose some of its momentum next year. The benchmark S & P 500 is on pace for a nearly 18% gain for 2025. But in 2026, Siegel expects, the index — which is still heavily weighted towards technology stocks — could […]
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S&P 500 hits new highs, flight cancellations, the restaurant industry’s value push and more in Morning Squawk
Traders work on the floor at the New York Stock Exchange in New York City, U.S., Dec. 17, 2025. Brendan McDermid | 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. Green Christmas Joy to […]
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Top Wall Street analysts are confident about these 3 dividend-paying stocks
A Chevron gas station in San Francisco, California, US, on Tuesday, Oct. 28, 2025. Jason Henry | Bloomberg | Getty Images Heading into 2026, investor focus could shift from fixed-income instruments to attractive dividend stocks, given a lower interest rate backdrop. Picking the right names from a vast universe of dividend-paying companies is a challenging […]
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