Investment strategy
5 takeaways from Trump’s State of Union address
President Donald Trump delivered a nearly two-hour State of the Union address on Tuesday, focusing largely on the economy that he declared was set to boom. The president delivered the signature annual address as he sees his poll numbers on the economy plummet ahead of the 2026 midterms, which loom less than nine months away. […]
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BlackRock’s Rick Rieder is locking in attractive yields in this corner of the bond market before the opportunity slips away
The window is still open for investors to grab attractive income in the bond market, but it won’t last forever, according to BlackRock’s Rick Rieder. These days, he is gravitating toward emerging market bonds, and locking in double-digit yields before the opportunity slips away. Bond yields move inversely to prices. “I’ve never seen this sort […]
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Why AMD’s megadeal with Meta shows Nvidia is still the best game in town
Advanced Micro Devices inked another monster AI chip sale agreement in its efforts to pry market share from leader Nvidia . But a closer look at the structure of the deal reinforces that Nvidia is still the best game in town. On Tuesday, AMD and fellow Club name Meta Platforms unveiled what they’re calling a […]
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Jamie Dimon says AI is already reshaping JPMorgan Chase’s workforce as bank plans ‘huge redeployment’
Jamie Dimon, Chairman and Chief Executive Officer of JPMorgan Chase & Co., attends the ribbon-cutting ceremony opening the firm’s new headquarters at 270 Park Avenue, in New York City, U.S., October 21, 2025. Eduardo Munoz | Reuters JPMorgan Chase CEO Jamie Dimon said the bank is taking steps to address the impact of artificial intelligence […]
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Meta-AMD chip deal, Wall Street’s AI angst, Trump’s State of the Union and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Tuesday. I found yesterday’s snowfall to be quite idyllic, granted I didn’t actually step foot outside until it had stopped (don’t repeat that to my many colleagues who found themselves on shoveling duty). S&P 500 futures are little changed this morning […]
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Shares of private credit poster child Blue Owl are falling after a downgrade
Deutsche Bank sees shares of Blue Owl Capital stagnating from here, citing slower fee-related earnings growth, as the private credit poster child’s struggles continue. Analyst Brian Bedell downgraded the stock to hold from buy. He also slashed his price target to $10 from $15, which implies downside of 4%. Shares of Blue Owl have plunged […]
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Democrats counter Trump’s proposal to limit institutional housing investors
Sen. Elizabeth Warren, a Democrat from Massachusetts and ranking member of Senate Banking, Housing, and Urban Affairs Committee, speaks during a roundtable on housing affordability in Washington, Jan. 7, 2026. Al Drago | Bloomberg | Getty Images Both congressional Democrats and President Donald Trump both want to limit how many homes major corporations can own, […]
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Jamie Dimon says ‘watch out’ as lofty asset prices add to economic risks: ‘My anxiety is high’
Key Points Even as economists tout the Trump administration’s tax and deregulatory policies as boosting economic growth this year, JPMorgan Chase CEO Dimon said that his own tendencies were to consider what could go wrong. “My own view is people are getting a little comfortable that this is real, these high asset prices and high […]
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Jim Cramer says AI fears have made the stock market fragile
CNBC’s Jim Cramer offered a blunt takeaway from Monday’s selloff: Artificial intelligence concerns have left the stock market incredibly fragile. After the S&P 500 and Nasdaq each shed more than 1%, the “Mad Money” host urged investors to exercise caution because stocks were “just too easy to take down today.” The reason for the early-week […]
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Supreme Court ruling throws Trump administration’s tariff strategy into flux. What it means for global trade, U.S. economy
Key Points U.S. President Donald Trump’s decision to reimplement tariffs after the Supreme Court struck some down only served to aggravate global trade tensions. As uncertainties rise, foreign governments and big businesses are likely to adopt more cautious stances on investments as well as imports and exports, particularly on deals that involve the U.S. — […]
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