Investment strategy
Morgan Stanley says buy these five stocks soon that are set to rally
There’s a slew of stocks that have a lot more room to run, according to Morgan Stanley. The firm says overweight-rated companies like Nvidia have plenty of upside and remain top picks in June. Others include: Nubank , Sallie Mae , Seagate and Coupang. Seagate The tech data storage company is just too attractive to […]
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Tariffs didn’t bite the stock market in May, but June could be a different story
The strong performance for stocks in May could be a sign that Wall Street has decided to shrug off President Donald Trump’s tariff plans, but there are some reasons to think the impact on trade will be harder to avoid in the months ahead. For one, global trade does not appear to have found a […]
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This is why Jamie Dimon is so gloomy on the economy
Jamie Dimon, CEO of JPMorgan Chase, testifies during the Senate Banking, Housing and Urban Affairs Committee hearing titled Annual Oversight of Wall Street Firms, in the Hart Building on Dec. 6, 2023. Tom Williams | Cq-roll Call, Inc. | Getty Images The more Jamie Dimon worries, the better his bank seems to do. As JPMorgan […]
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Daniel Loeb’s next task as his hedge fund turns 30: Avoiding becoming ‘AI roadkill’
Daniel Loeb has found himself a new goal as his hedge fund Third Point entered its milestone 30th year: To be a true winner in the red-hot artificial intelligence boom and not run over by it. “Change is happening at an ever accelerating and increasing rate and it’s just going to require us to continue […]
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U.S. foreign tax bill sends jitters across Wall Street
While U.S. President Donald Trump’s tariffs play out in U.S. courts, another one of his laws could weaponize the American tax system. Investment banks and law firms warn this step could prove to be as significant as the impact of duties on investors. The “One Big Beautiful Bill Act,” which passed through the U.S. House […]
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Could German infrastructure be the next hot investment?
An overview of the construction site of the Stuttgart 21 railway station project seen on May 22, 2025 in Stuttgart, Germany. Thomas Niedermueller | Getty Images News | Getty Images Germany’s newly minted government is looking to the private sector to help save the country’s ailing infrastructure. Economy minister Katherina Reiche called for a cash […]
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A ‘perfect storm’ has set this sector up to benefit if Trump’s tariffs go ahead, Bank of America says
U.S. President Donald Trump’s tariffs regime has rocked international markets in recent weeks, sparking massive selloffs and rallies in stocks across the globe. Certain tariff-sensitive stocks, such as those in the autos, mining and pharmaceuticals sectors, have seen particularly volatile trade. In a Wednesday ruling , however, the U.S. Court of International Trade blocked the […]
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Nvidia CEO Jensen Huang explains why chip exports to China are strategically important
In a Wednesday interview with CNBC’s Jim Cramer, Nvidia CEO Jensen Huang explained why he thinks it’s necessary to export his company’s artificial intelligence technology to China, saying trade with the country is vital if the U.S. wants to be a global leader in AI. “That’s probably the most important strategic reason to be in […]
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The U.S. now has a third of the world’s millionaires and billionaires
A version of this article first appeared in CNBC’s Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight to your inbox. The U.S. now accounts for more than a third of the world’s millionaires and billionaires, as tech companies and startups mint […]
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GameStop shares rise as retailer meme stock buys first bitcoin batch, scooping up $500 million
In this article GME Follow your favorite stocksCREATE FREE ACCOUNT A general view of the GameStop logo on one of its stores in the city center of Cologne, Germany. Ying Tang | Nurphoto | Getty Images GameStop said Wednesday it has officially bought 4,710 bitcoins, worth more than half a billion dollars, as the video game […]
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