Investment strategy
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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How bond market’s private credit crisis fears are playing out in fixed-income ETFs
ETF Edge How bond market’s private credit crisis fears are playing out in fixed-income ETFs Published Sat, Apr 11 20269:49 AM EDTUpdated 12 Min Ago Krysta Escobar WATCH LIVE Source
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Apple unveils its most affordable laptop ever. What the MacBook Neo means for investors
Apple is casting a new line to reel more users into its prized ecosystem, a money-printing machine with fresh hardware as the lure and services as the hook. The tech giant announced its most affordable laptop in history last month with the rollout of the MacBook Neo. With a starting price of $599, the Neo […]
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Michael Burry says he’s still betting against Palantir after Trump post boosts stock
Key Points “Big Short” investor Michael Burry is sticking with his bearish bet against defense tech company Palantir Technologies. Burry said in a Substack post that he’s still holding long-dated put options on Palantir. He said he’s been betting against the company since the fall of 2025. The investor’s comments come as President Donald Trump […]
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Buy this Israeli defense stock because of its ‘battlefield tested tech,’ Bank of America says
Elbit Systems has soared 60% so far in 2026, and is set to add further to those gains gains, according to Bank of America. In a research report out Friday, the bank reiterated a buy rating on shares of the Israeli defense company and hiked its 12-month price target to $1,075, implying a nearly 16% […]
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S&P 500 is about to wipe out Iran war losses. Why stocks are more optimistic than oil
U.S. stocks are on the verge of erasing losses sparked by the Iran war, with investors increasingly betting the geopolitical shock will prove short-lived. Oil markets remain far more cautious. A two-week ceasefire announced Tuesday night has helped fuel the recovery in stocks, triggering a relief rally that has helped push shares to recoup more […]
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Standstill in the Strait of Hormuz, new inflation data, Warsh’s Senate hearing and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Friday. Have any letters you’ve been meaning to send? You might want to get them in the mail sooner rather than later: The U.S. Postal Service is looking to hike prices as it goes through what it calls a “severe financial […]
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BlackRock rips page from hedge fund playbook, applies it to exchange-traded funds
ETF Edge BlackRock rips page from hedge fund playbook, applies it to exchange-traded funds Published Fri, Apr 10 20267:00 AM EDT Blair Bao Stephanie Landsman@stephlandsman WATCH LIVE Source
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Anthropic weighs building its own AI chips: Reuters
Artificial intelligence lab Anthropic is exploring the possibility of designing its own chips, three sources said, as the company and its rivals respond to a shortage of AI chips needed to power and develop more advanced AI systems. Samuel Boivin | Nurphoto | Getty Images Artificial intelligence lab Anthropic is exploring the possibility of designing its own chips, three sources said, as the […]
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