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CNBC Daily Open: The AI fear spreads — real estate, trucking and logistics are its latest victims
World

CNBC Daily Open: The AI fear spreads — real estate, trucking and logistics are its latest victims

Futures-options traders work on the floor at the New York Stock Exchange’s NYSE American (AMEX) in New York City, U.S., February 11, 2026. Brendan McDermid | Reuters Artificial intelligence is having a moment. And in markets, that usually means someone else is having a rough week. The latest victims of the technology are real estate, […]

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CNBC Daily Open: AI is coming after more sectors, and its pace isn’t slowing
World

CNBC Daily Open: AI is coming after more sectors, and its pace isn’t slowing

Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Feb. 11, 2026. Brendan Mcdermid | Reuters Artificial intelligence is having a moment. And in markets, that usually means someone else is having a rough week. The latest victims of the technology are real estate, trucking and logistics […]

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There’s an India-U.S.-Russia love-hate triangle — and it’s complicated
World

There’s an India-U.S.-Russia love-hate triangle — and it’s complicated

U.S. President Donald Trump meets with Indian Prime Minister Narendra Modi in the Oval Office of the White House in Washington, DC, on Feb. 13, 2025. Jim Watson | Afp | Getty Images This report is from this week’s CNBC’s “Inside India” newsletter, which brings you timely, insightful news and market commentary on the emerging […]

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Private credit worries resurface in  trillion market as AI pressures software firms
World

Private credit worries resurface in $3 trillion market as AI pressures software firms

Private credit markets are facing fresh uncertainty as AI-driven tools start to pressure software companies, a major borrower group for private lenders. The software industry came under renewed pressure last week after artificial intelligence firm Anthropic unveiled new AI tools, sparking a sell-off in software data provider shares. The AI tools, developed by Anthropic, are […]

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CNBC’s Inside India newsletter: The facts — and frictions — of the U.S.-India trade deal
World

CNBC’s Inside India newsletter: The facts — and frictions — of the U.S.-India trade deal

This report is from this week’s CNBC’s “Inside India” newsletter which brings you timely, insightful news and market commentary on the emerging powerhouse. Subscribe here. The big story “It’s easier said than done,” is a phrase I have now heard several times from different experts as we discussed the feasibility of the terms of the U.S.-India […]

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We just got reasons to love these 2 portfolio stocks even more
Finance

We just got reasons to love these 2 portfolio stocks even more

Investors have a couple of new reasons to like portfolio stocks Broadcom and Goldman Sachs . Deal king: Coterra named Goldman Sachs as a financial advisor on its $58 billion all-stock merger with fellow shale producer Devon . The deal is the largest in the energy sector since Diamondback ‘s $26 billion acquisition of Endeavor […]

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Epstein files show Elon Musk apparently discussed plans to visit sex offender’s island, host him at SpaceX
World

Epstein files show Elon Musk apparently discussed plans to visit sex offender’s island, host him at SpaceX

A cache of newly released documents from the Epstein files on Friday showed Elon Musk apparently corresponded with the convicted sex offender in 2012 and 2013, as they discussed meeting at Jeffrey Epstein’s private island and at Musk’s SpaceX facility in Southern California. The emails indicate Musk asked about attending the “wildest party,” hosted by […]

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‘Climate of fear’: ICE violence in Minnesota forces CEOs to weigh the risks of speaking out against Trump
Finance

‘Climate of fear’: ICE violence in Minnesota forces CEOs to weigh the risks of speaking out against Trump

Key Points Corporate leaders broke their near year of silence on President Donald Trump’s policies after the fatal shooting of Alex Pretti by federal immigration agents in Minneapolis. Yet it’s clear business leaders are treading carefully as they face possible retribution from the White House or risk backlash from a divided American public. “They don’t […]

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Powell’s press conference, Big Tech earnings, U.S. dollar volatility and more in Morning Squawk
Technology

Powell’s press conference, Big Tech earnings, U.S. dollar volatility and more in Morning Squawk

This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Thursday. It seemed like Federal Reserve Chair Jerome Powell’s go-to answer yesterday was “I have nothing for you on that,” which he told reporters at least five times during his press conference. Stock futures are little changed this morning. The three […]

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World’s largest sovereign wealth fund posts record .4 billion annual return, driven by tech and banking rally
World

World’s largest sovereign wealth fund posts record $1.4 billion annual return, driven by tech and banking rally

A view of Oslo seen from the roof of the Oslo Opera House in Oslo, Norway, on Thursday, Oct. 21, 2021. Bloomberg | Bloomberg | Getty Images Norway’s $2 trillion sovereign wealth fund posted a record $1.4 billion return in 2025, its management team said Thursday, thanks to rallying tech, financial and mining stocks. By […]

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