Markets
Traders brace for Trump’s new tariff plan, possible Iran attack and Nvidia earnings
Wall Street next week is bracing for President Donald Trump’s new tariff plan following Friday’s Supreme Court ruling, at the same time as traders scan for escalating tensions with Iran and look ahead to Nvidia ‘s latest financial results. Stocks swung between gains and losses on Friday after the high court ruled that Trump wrongfully […]
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Beaten-down software stocks RingCentral and Five9 rally as earnings quell some AI concerns
Pavlo Gonchar | Lightrocket | Getty Images Shares of RingCentral and Five9 surged on Friday after earnings from both software firms alleviated recent fears that artificial intelligence is eating away at their business models. RingCentral popped 34%, while Five9 rallied about 14% after topping Wall Street’s estimates and issuing upbeat guidance. Both companies, which provide […]
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Trump says he’s considering limited military strike against Iran
President Donald Trump prepares to board Air Force One en route to Florida, at Pope Army Airfield at Fort Bragg, North Carolina, Feb. 13, 2026. Elizabeth Frantz | Reuters President Donald Trump said Friday that he is considering limited military strikes to pressure Iran over its nuclear program. “I guess I can say I am […]
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Jim Cramer says this hot tech stock can help solve America’s energy problems
Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Friday’s key moments. 1. Stocks reversed higher after the Supreme Court on Friday struck down the bulk of President Donald Trump’s tariffs . The S & P 500 had been down earlier in […]
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PCE data, Amazon dethrones Walmart, Silicon Valley’s ‘vanlords’ and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Friday. I’ve spent the last 24 hours going back and forth on whether I need to hop on the “dad shoe” trend. Stock futures are little changed this morning. The major indexes are coming off a down day. Here are five […]
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Jim Cramer’s top 10 things to watch in the stock market Friday
My top 10 things to watch Friday, Feb. 20 1. Blue Owl Capital’s loan sales, part of a plan to return capital to investors, has observers bringing out “canary in the coal mine” warnings again. While many private credit loans seem mismarked, this situation doesn’t appear tragic in nature. 2. Stock futures were lower after […]
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Stocks making the biggest moves premarket: Grail, Blue Owl Capital, Opendoor Technologies & more
Check out the companies making headlines before the bell. Grail — Shares cratered 47% after the company said a trial of one of its drugs missed its primary endpoint and failed to show statistically significant Stage III-IV cancer reduction. Blue Owl Capital — Shares slid nearly 3%, a day after after the private market and […]
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Trump could attack Iran in days — what’s at stake for the oil market
A full-blown war between the United States and Iran could, in a worst-case scenario, send oil prices soaring and cause an economic downturn. With a massive U.S. military buildup underway in the Middle East, President Donald Trump signaled Thursday that he will decide in the next 10 days whether to launch strikes against Iran. “This […]
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‘Canary in the coal mine’: Blue Owl liquidity curbs fuel fears about private credit bubble
Blue Owl signage outside the Seagram Building at 375 Park Avenue in the Midtown East neighborhood of New York, US, on Tuesday, Jan. 20, 2026. Bing Guan | Bloomberg | Getty Images The private credit boom is facing a new test after Blue Owl Capital permanently restricted withdrawals from one of its retail-focused debt funds. […]
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The global bond market could be about to lose its ‘quiet stabilizer’ — and U.S. Treasurys are at the top of the exposure list
Japan’s longstanding role as the global bond market’s “quiet stabilizer” may be about to shift — and U.S. Treasurys could be first to get caught up in the fallout. Japanese investors and institutions are among the biggest foreign holders of sovereign debt. At the end of 2024, they were the top overseas holder of U.S. […]
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