Investment strategy
Investor survey shows most bearishness in 11 months. So the contrarian call is to buy
Investor pessimism has surged to the highest level in nearly a year, a development that could paradoxically signal further gains for risk assets, according to the latest Global Fund Manager Survey from Bank of America. Sentiment fell to its most bearish reading since June 2025, with the bank’s composite measure — based on cash levels, […]
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JPMorgan earnings, Oracle’s $300 million windfall, new Delta suites and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Good morning. If you’re looking for someone to blame for the rising cost of your Netflix subscription, you might take a look at Wall Street. CNBC’s Sarah Whitten and Lillian Rizzo explain how investors’ focus on profitability is prompting streamers to hike […]
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Citigroup beats estimates, boosted by gains in fixed income
Jane Fraser, CEO of CitiGroup, speaking at the World Economic Forum in Davos, Switzerland on Jan. 20th, 2026. Oscar Molina | CNBC Citigroup beat on the top and bottom lines during the first quarter. Here’s what the firm reported on Tuesday, compared with Wall Street estimates compiled by LSEG: Earnings per share: $3.06 vs. $2.65 […]
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JPMorgan Chase earnings are out – Here are the numbers
Jamie Dimon, chief executive officer of JPMorgan Chase & Co., during the America Business Forum in Miami, Florida, US, on Thursday, Nov. 6, 2025. Eva Marie Uzcategui | Bloomberg | Getty Images JPMorgan Chase reported its first-quarter earnings before the opening bell Tuesday. Here’s what the company reported compared with what Wall Street analysts surveyed […]
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Nissan to trim global car lineup, boost use of AI driving tech
Nissan at the New York International Auto Show in New York City on April 2, 2026. Danielle DeVries | CNBC Nissan Motor plans to streamline its global automobile lineup by exiting low-performing ones and deploy its artificial intelligence driving technology across 90% of its array over the long term as it targets a revitalisation after years of […]
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Know when to walk away: The decision that shaped Aviva CEO Amanda Blanc
At one of the highest points in her career, Amanda Blanc made a decision most executives would avoid — she walked away. In this episode of “Executive Decisions,” the Aviva Group CEO reflects on leaving a senior role with no safety net, the judgment required to know when something isn’t right and how that instinct […]
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Jim Cramer says this is the real reason why stocks are shrugging off Iran war fears
CNBC’s Jim Cramer said Monday that Wall Street’s resilience in the face of escalating geopolitical tensions shows investors are focusing less on the Iran war itself and more on a key driver of stock valuations: interest rates. “I think I’ve been negligent in bringing up the power of low rates, because it’s the reason the […]
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Strait of Hormuz blockade, Goldman Sachs earnings, AI cybersecurity and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Monday. Turns out one of the biggest winners at last month’s Academy Awards might have been Kodak, whose film was used to shoot “One Battle After Another” and “Sinners.” Here’s how a self-proclaimed “turnaround specialist” rebuilt the company — and took […]
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Goldman Sachs is set to report first-quarter earnings — here’s what Wall Street expects
Key Points Goldman Sachs is set to report first-quarter earnings before the market opens Monday. Wall Street analysts expect earnings per share of $16.49 and revenue of $16.97 billion, according to LSEG. GS executives will host an earnings conference call at 9:30 a.m. ET. Source
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Oil prices surge above $100 as U.S. Navy to blockade Iran’s ports after peace talks fail
Oil tankers and gas tankers were affected by the closure of the Strait of Hormuz, leading to a global energy crisis stemming from the war in the Middle East. Photos For You | Moment | Getty Images Crude oil prices surged on Sunday, as the U.S. Navy prepares to impose a blockade on Iran’s ports […]
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