Investment strategy
3 themes that drove Wall Street’s wild week and the new U.S.-Iran conflict wildcard
Stocks swung wildly last week as investors wrestled with the impact of artificial intelligence on various sectors and the overall economy. This coming week is a wildcard after the U.S. and Israel attacked Iran. President Donald Trump said Saturday that “major combat operations” in Iran started overnight, with American and Israeli strikes on military and […]
Read More
Berkshire CEO Greg Abel vows to keep Buffett’s culture of disciplined investing in first annual letter
In this article BRK.A Follow your favorite stocksCREATE FREE ACCOUNT Greg Abel speaks during the Berkshire Hathaway Annual Shareholders Meeting in Omaha, Nebraska on May 3, 2025. CNBC Berkshire Hathaway‘s Greg Abel used his first annual shareholder letter as chief executive to reassure investors that the conglomerate’s culture of financial conservatism and disciplined investing established […]
Read More
Berkshire Hathaway operating earnings fell nearly 30% in Warren Buffett’s final quarter as CEO
Warren Buffett and Greg Abel walkthrough the Berkshire Hathaway Annual Shareholders Meeting in Omaha, Nebraska on May 3, 2025. David A. Grogen | CNBC Berkshire Hathaway reported a big decline in its operating earnings for the fourth quarter, due in large part to weakness in the conglomerate’s insurance business. Earnings from operations totaled $10.2 billion […]
Read More
Here’s an update on our 4th Industrial Revolution stocks and the rest of the portfolio
On Friday, the CNBC Investing Club held its February Monthly Meeting, where Jim Cramer and Director of Portfolio Analysis ran through each stock in the portfolio. Jim put a special focus on the Club stocks within the artificial intelligence trade. He’s dubbed them the “Fourth Industrial Revolution stocks,” borrowing the term from Nvidia CEO Jensen […]
Read More
Jim Cramer: Here are 4 reasons I can’t be negative on this stock market
Stocks fell on Friday after a key inflation gauge came in much hotter than expected, and fears of AI disruption continued to rise. But CNBC’s Jim Cramer said there are four reasons why he remains bullish right now. “I am not going to be pessimistic when the 10-year [Treasury] is going down in yield,” he […]
Read More
Apple appears to be sitting out the AI arms race. Will the strategy work?
Unlike many of its Big Tech counterparts, Apple has refrained from spending massive amounts of money on artificial intelligence. Although that strategy has shareholders sweating, analysts in general aren’t worried. In fiscal 2025, Apple allocated $12.72 billion on capital expenditures likely tied to AI. That’s far less than what Alphabet , Meta , Microsoft and […]
Read More
UBS downgrades the U.S. stock market. Here’s what has the investment bank worried
Key Points UBS downgraded U.S. equities, saying factors that powered years of outperformance are starting to fade. The dollar risk is a central concern as the firm sees “asymmetric structural downside risks” to the greenback. Another pillar of U.S. stock strength — corporate buybacks — is also losing its edge, the bank said. Source
Read More
Netflix drops its WBD bid, Block layoffs, Anthropic’s DOD deadline and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Friday. I spent last night watching a love triangle play out in the Broadway musical “Chess.” So, it’s only fitting that we bring you the latest updates on Netflix and Paramount Skydance‘s battle for Warner Bros. Discovery in this morning’s edition. […]
Read More
Not all strategies belong in an ETF wrapper. Here’s why
ETF Edge Not all strategies belong in an ETF wrapper. Here’s why Published Fri, Feb 27 20267:00 AM EST Blair Bao WATCH LIVE Source
Read More
Jim Cramer isn’t fretting Nvidia’s post-earnings sell-off. Here’s how he would respond
Key Points CNBC’s Jim Cramer said Thursday that Nvidia’s stock was swept up in a wave of institutional selling. “Don’t take today as a referendum on anything,” the “Mad Money” host said. CNBC’s Jim Cramer on Thursday downplayed Nvidia’s post-earnings stock slide, suggesting it was caught up in a vortex of institutional selling that actually […]
Read More