Markets
Hyperscaler AI spending could slow down if Oracle shows ‘discipline’
CNBC’s Jim Cramer on Tuesday proposed that action from Oracle could slow down other hyperscalers’ enormous artificial intelligence spending, saying the OpenAI partner should show “discipline.” “Oracle already has a huge amount of debt. Their balance sheet’s not that good. At some point, they’ll heed the warning of the bond market and slow things down,” […]
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Jim Cramer says Amazon is a buy on 2025 underperformance for this key reason
Jim Cramer says investors better act fast while Amazon stock is still on the sale rack. BMO Capital Markets’ decision to raise its estimates on Amazon’s cloud unit is a “clarion call to buy” the stalled stock, Jim Cramer said during Tuesday’s Morning Meeting for Club members. Amazon has been the worst-performing “Magnificent Seven” stock […]
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Nasdaq moves to make trading nearly 24 hours. Why some on Wall Street say that’s a bad idea
The Nasdaq MarketSite in New York, US, on Thursday, Nov. 20, 2025. Michael Nagle | Bloomberg | Getty Images Nasdaq is moving closer to around-the-clock stock trading, a shift that some on Wall Street are calling unnecessary — and potentially destabilizing. The exchange said it plans to submit paperwork to the Securities and Exchange Commission […]
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Investors are all in on stocks: Bank of America survey shows record low cash level
While the market may be stalling into year-end, investors are keeping the faith, Bank of America data shows. The share of portfolios in cash fell to a record low 3.3% in December, according to the bank’s Global Fund Manager survey. That’s down from 3.7%. Michael Hartnett, chief investment strategist at Bank of America, dubbed the […]
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Payrolls rose by 64,000 in November after falling by 105,000 in October, delayed jobs numbers show
A “Help Wanted” sign hangs in a restaurant window in Medford, Massachusetts, Jan. 25, 2023. Brian Snyder | Reuters Nonfarm payrolls grew slightly more than expected in November but slumped in October while unemployment hit its highest in four years, the Bureau of Labor Statistics reported Tuesday in numbers delayed by the government shutdown. Job […]
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Oil prices tumble to lowest since May, on pace for biggest annual decline in 7 years
Oil prices held on to most gains from the previous session in early trading on Thursday as investors awaited U.S.-China trade talks later in the day. Anton Petrus | Moment | Getty Images U.S. crude oil on Tuesday hit the lowest level since May, putting prices on pace for the worst performance in seven years […]
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Kevin Warsh moves ahead in Fed chief race on Kalshi after Hassett pushback
Kevin Hassett, director of the National Economic Council (L), and Kevin Warsh, former governor of the U.S. Federal Reserve. Reuters Kevin Warsh has surged ahead of Kevin Hassett in prediction markets betting on who President Donald Trump will nominate as the next chair of the Federal Reserve, as doubts grow inside Trump’s orbit about Hassett’s […]
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Jobs data, Tesla’s rally, tariff revenue hits $200 billion and more in Morning Squawk in Morning Squawk
An employee hiring sign is seen in a window of a business in Arlington, Virginia, April 7, 2023. Elizabeth Frantz | Reuters This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Here are five key things investors need to know to start the trading day: 1. Economics 101 Investors and economic […]
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Stocks making the biggest moves premarket: Pfizer, Roku, Kraft Heinz & more
Check out the companies making headlines before the bell: Pfizer — The pharma giant issued disappointing 2026 earnings guidance. Pfizer a profit between $2.80 per share and $3 per share for the coming year. Analysts polled by LSEG expected earnings per share of $3.05 for 2026. The company also reaffirmed its 2025 outlook. Shares hovered […]
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Defense giants say investors should still bet on them, as hopes for a Russia-Ukraine peace deal spark a selloff
Ukrainian servicemen operate a Soviet-made T-72 tank in the Sumy region, near the border with Russia, on August 12, 2024, amid the Russian invasion of Ukraine. Roman Pilipey | Afp | Getty Images Some of Europe’s biggest military contractors urged investors not to cash out of the sector on Tuesday, as stocks sold off on […]
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