Investment strategy
How Ireland became dependent on big pharma — and the risks ahead
In just 50 years, Ireland has become the world’s third largest exporter of pharmaceuticals, with medicines now making up about 20% of Ireland’s GDP. So how did Ireland become so tied to the pharma industry — and is that reliance at risk amid tariffs, patent cliffs and geopolitical tension? Ireland manufactures some of the world’s […]
Read More
The S&P 500 is wrapping up a tough month. Why April could be better
A fresh start could be just what the stock market needs, if history is any indication. The S & P 500 is down more than 5% in March, putting it on track for its worst monthly slide since March 2025. April, however, has been a strong month in the past. April is historically the second […]
Read More
Warren Buffett says Iran bomb would make nuclear disaster harder to avoid
Key Points Berkshire Hathaway chairman Warren Buffett said that the rising number of nuclear-armed states has altered the global risk landscape. “I would say that one way or another… in the next 100 years — maybe it’s 200 years, who knows — something will happen to cause it to be used,” he said. Source
Read More
While low-income consumers struggle with rising gas prices, higher earners grow nervous as markets fall
Higher oil prices due to the U.S.-Iran war are straining an already strapped lower-income consumer . But as equities fall, there’s a warning sign that higher earners are also starting to feel the heat. Internal data from Bank of America on credit and debit card spending revealed that from the start of the war through […]
Read More
Warren Buffett says he sold Apple too soon and would buy more of it, though not in this market
Key Points Warren Buffett said he sold Apple too soon and would buy more of it, though not in the current market. “It’s not impossible that Apple would get to a price, we would buy a lot of it,” Buffett told CNBC’s Becky Quick. “But not in this market.” The billionaire investor also announced he’s […]
Read More
Warren Buffett says he’s still making calls on investments at Berkshire, flags ‘tiny’ new buy
Key Points Warren Buffett told CNBC’s Becky Quick that he remains closely involved in investment decisions at Berkshire Hathaway even after stepping down as chief executive. The 95-year-old investor said he recently made a “tiny” new purchase. Buffett said he speaks with Mark Millard, Berkshire’s director of financial assets, before the opening bell to discuss […]
Read More
Warren Buffett teams up with NBA superstar Stephen Curry for charity lunch, reviving iconic auction
Key Points The 95-year-old Berkshire Hathaway chairman will be joined by Stephen and Ayesha Curry for a new fundraising auction that pairs investing icon with celebrity appeal. “Over the years, I’ve seen how the business community and innovative nonprofits can work together to create real change, and I’ve always believed in supporting organizations that are […]
Read More
Wall Street’s rough month, Powell’s inflation outlook, GLP-1 subscription and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Tuesday. In a partnership you might not have seen coming, Warren Buffett is teaming up with the NBA’s Stephen Curry to revive his iconic charity lunch. Stock futures are rising this morning. The S&P 500 ended yesterday’s session within striking distance […]
Read More
Evercore ISI predicts ‘inflection point’ is days away, plans to commit capital if S&P 500 drops to this level
A week of “maximum uncertainty” should deliver a key opportunity for investors, according to Evercore ISI’s Julian Emanuel. “We’re getting towards an inflection point where we would want to commit capital here,” the firm’s managing director said Monday on CNBC’s ” Fast Money .” Emanuel pinpoints next Monday, April 6, the day President Donald Trump […]
Read More
Bill Ackman says it’s one of the best times in a long time to buy quality stocks
Key Points Bill Ackman urged investors to look past macro fears and lean into what he sees as deeply discounted opportunities. His bullish stance comes at a time when markets have been rattled by rising energy prices and sticky inflation concerns. Source
Read More