Investment strategy
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 […]
Read More
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 […]
Read More
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
Read More
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 […]
Read More
AI threat’s relentless flogging of software stocks shows no end in sight with Anthropic’s new agent
Software’s artificial intelligence troubles don’t appear as though they will let up anytime soon, following the sector’s slide after Anthropic’s latest product and revenue updates. Software is down again this week, with the iShares Expanded Tech-Software Sector ETF (IGV) falling Wednesday — when most of the market participated in a sharp rally following President Donald […]
Read More
Salesforce won’t be discarded in the AI boom, but what companies want is changing
Companies are not going to abandon Salesforce altogether in the age of artificial intelligence, but they are changing how they use it and what they expect. For Morgan DeBaun, CEO and co-founder of digital media group Blavity, cost-saving enabled by AI is a major factor in how she views Salesforce going forward. Blavity, which aims […]
Read More
Andy Jassy makes it clear giving up on Amazon’s stock would be an expensive mistake
Amazon ‘s stock performance hasn’t been much to write home about lately. But CEO Andy Jassy’s latest annual letter to shareholders strengthened our resolve to stick with it. The reason: Amazon is putting a ton of shots on goal, and the company’s track record suggests enough of them will find the back of the net, […]
Read More
Meta released a new AI model this week. JPMorgan sees it as a turning point for the stock
Meta Platforms is a buy following the release of its long-awaited artificial intelligence model this week, according to JPMorgan. The investment bank reiterated its overweight rating for Meta. It also reaffirmed its $825 price target on shares, suggesting 34.7% upside from Wednesday’s close. “The launch of Muse Spark should provide increased confidence in Meta’s scaling […]
Read More
Iran says U.S. breached ceasefire, Anthropic’s court loss, rate cut odds and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Good morning. We’re minutes away from the release of February’s personal consumption expenditures price index. Watch CNBC live for the numbers and analysis. Stock futures are lower this morning. All three major averages posted major gains yesterday. Here are five key things […]
Read More
Latest investigation of Bitcoin founder ties identity to Blockstream CEO Adam Back
Adam Back, co-founder and chief executive officer of Blockstream, during the Bitcoin 2025 conference in Las Vegas, Nevada, US, on Wednesday, May 28, 2025. Ronda Churchill | Bloomberg | Getty Images A report in the New York Times claims it has discovered the identity of the pseudonymous creator of Bitcoin known as Satoshi Nakamoto. The […]
Read More