Markets
Taser-maker Axon pops 18% as AI boosts demand for its software tools
Rick Smith, CEO of Axon Enterprises. Adam Jeffery | CNBC Axon Enterprise‘s stock surged more than 18% after the maker of Tasers, body cameras and drones topped Wall Street’s fourth-quarter estimates as artificial intelligence accelerated demand for its software products The company reported adjusted earnings of $2.15 per share on $797 million in revenue, surpassing […]
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Trump’s State of the Union, Lowe’s earnings, Panera Bread’s value menu and more in Morning Squawk
1. Trump’s talk US President Donald Trump, right, and US House Speaker Mike Johnson, a Republican from Louisiana, during a State of the Union address in the House Chamber of the US Capitol in Washington, DC, US, on Tuesday, Feb. 24, 2026. Al Drago | Bloomberg | Getty Images President Donald Trump touted his economic […]
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Stocks making the biggest moves premarket: First Solar, GoDaddy, Lowe’s, Workday, Cava and more
Check out the companies making headlines before the bell. GoDaddy — Shares dropped 9% after the company forecasted annual revenue below estimates, citing slow AI-related adoption. GoDaddy said it expects its revenue to come in between $5.195 billion and $5.275 billion this year, falling short of analysts’ consensus estimate of $5.28 billion, according to FactSet. […]
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Trump makes little mention of China in the longest State of the Union speech
U.S. President Donald Trump shakes hands with members of Congress as he departs following his State of the Union address in the House Chamber of the US Capitol in Washington, DC, on Feb. 24, 2026. Andrew Caballero-Reynolds | AFP | Getty Images BEIJING — U.S. President Donald Trump avoided directly naming China in his State […]
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South Korea and Japan stocks hit fresh highs amid regional gains after Wall Street’s AI relief rally
A currency dealer monitors exchange rates in front of a big screen showing South Korea’s benchmark stock index (C) and the Korean won/USD exchange rate (R) in a foreign exchange dealing room at the Hana Bank headquarters in Seoul on April 9, 2025. Jung Yeon-je | Afp | Getty Images South Korea and Japan stocks […]
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The global M&A boom is rolling into 2026 as AI sparks deal frenzy — but cash is getting tight
Key Points Merger-and-acquisition activity roared back to life last year despite a sluggish start. Markets are betting that the surge will continue. While the appetite for deals remains strong, the pool of discretionary capital to fund them is historically thin. Source
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Governments are rushing to hoard critical minerals as the ‘resource nationalism’ era arrives
A wheel loader operator fills a truck with ore at the MP Materials rare earth mine in Mountain Pass, California, U.S. January 30, 2020. Steve Marcus | Reuters A new race to secure critical minerals is unfolding across the global economy. From Washington’s proposed $12 billion Project Vault stockpile to expanding buffers in Asia and […]
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PayPal pops nearly 7% on report fintech startup Stripe is weighing an acquisition
Key Points Fintech startup Stripe is reportedly in early discussions to potentially buy PayPal. PayPal’s stock has plummeted over the last year as it faces slowing growth and mounting competition in the digital-payments market. Stripe hit a $159 billion valuation on Tuesday and said it was on track to reach an annual run rate of […]
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Stocks making the biggest moves after hours: Workday, Cava, Lucid Group and more
Check out the companies making headlines in after-hours trading. Lucid Group — Shares of the electric vehicle maker fell more than 4%. In the fourth quarter, Lucid posted a wider-than-expected loss of $3.62 per share, despite revenue growth that topped estimates. Lucid also recently cut its U.S. workforce by 12%. Workday — Workday shares dropped […]
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Why AMD’s megadeal with Meta shows Nvidia is still the best game in town
Advanced Micro Devices inked another monster AI chip sale agreement in its efforts to pry market share from leader Nvidia . But a closer look at the structure of the deal reinforces that Nvidia is still the best game in town. On Tuesday, AMD and fellow Club name Meta Platforms unveiled what they’re calling a […]
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