Investment strategy
Trump’s Iran deadline, the Altman-Musk feud, Novo’s Wegovy pill and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Good morning, and congratulations to everyone who had the Michigan Wolverines winning their March Madness bracket. Stock futures are lower this morning after all three major averages closed Monday’s session higher. Here are five key things investors need to know to start […]
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Upstart Wall Street research firm says it sent an analyst to Strait of Hormuz. Here’s what they learned
A satellite view of the Strait of Hormuz, a strategic waterway between Iran and Oman that links the Persian Gulf to the Arabian Sea. Gallo Images | Getty Images As the world’s oil traders parsed satellite images and official statements for clues on the fate of the Strait of Hormuz, one research firm seems to […]
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Yardeni says next two trading days will test his call that the market bottom is in
Ed Yardeni expects that the volatile stock market has put in a bottom as geopolitical tumult often leads to buying opportunities. However, he concedes that nothing is certain as investors continue to watch the war-induced gyrations on Wall Street. The head of Yardeni Research last week said the S & P 500 ‘s 9.1% retreat […]
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Microsoft is the worst performing Mag 7 stock this year. Goldman believes that’s about to change
Microsoft could gain ground as artificial intelligence seems poised to boost, rather than batter, shares of the “Magnificent Seven” stock, according to Goldman Sachs. The investment bank has a buy rating on Microsoft, with a $600 price target on shares, implying nearly 61% upside from Thursday’s close. “We believe the pace of deceleration in [Microsoft […]
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Hope for a U.S.-Iran deal, Apple’s anniversary, OpenAI’s podcast deal and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Monday. My alma mater is in tonight’s March Madness championship game. While I’m not a big sports person, I have too many friends whose brackets depend on this game to not mention the Wolverines. S&P 500 futures are higher this morning […]
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Oil prices rise as Trump warns Iran to open Strait of Hormuz by Tuesday or face ‘hell’
Satellite view of the Strait of Hormuz, a critical chokepoint for global energy supply, connecting the Persian Gulf to the Gulf of Oman. Gallo Images | Getty Images Oil prices rose on Sunday with U.S. crude topping $114 per barrel, after President Donald Trump gave Iran until Tuesday to open the Strait of Hormuz or […]
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Avoid these stocks in the second quarter, says Piper Sandler
With the second quarter in full swing, Piper Sandler compiled a list of stocks to avoid during the period. Many of the factors that shaped stock performance during the first quarter persist into the second. The war with Iran has caused oil prices to rise and energy stocks to swell. The State Street Energy Select […]
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Soaring energy costs are rattling investors. Why the ‘food price shock’ could be worse
Surging energy prices amid the Iran war are worrying Wall Street, but UBS warned that higher food costs could follow. Since the start of the conflict in the Middle East, international Brent crude futures have surged 50%, while West Texas Intermediate futures have gained 66%. UBS economist Arend Kapteyn said the energy jump is subsequently […]
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Warren Buffett strikes measured tone on markets in his first remarks since stepping back
Warren Buffett offered a measured but cautionary read on markets in his first public comments since stepping back from the chief executive role at Berkshire Hathaway , warning of lingering fragility in the banking system while downplaying the significance of recent volatility. Speaking in an interview with CNBC, the 95-year-old investor said stress in financial […]
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These are Bank of America’s top picks for the second quarter after a tough start to 2026
As the second quarter kicks off, Bank of America believes that stocks such as Meta Platforms and Spotify are positioned to outperform. The first quarter was marked with macroeconomic uncertainty and geopolitical volatility, characterized by ramping tensions in the Middle East. The S & P 500 jumped to begin April’s trading and the second quarter, […]
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