Markets
U.S. oil is breaking out as Iran war continues. A look at how past peaks have affected stocks
WTI crude oil has extended its steep upmove amid renewed geopolitical uncertainty, which has investors on edge. We revisited previous shocks in the price of crude oil and reviewed the subsequent performance of the S & P 500 Index (SPX) . Specifically, we examined the last four major peaks to get a sense of the […]
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Yardeni says next two trading days will test his call that the market bottom is in
Ed Yardeni expects that the volatile stock market has put in a bottom as geopolitical tumult often leads to buying opportunities. However, he concedes that nothing is certain as investors continue to watch the war-induced gyrations on Wall Street. The head of Yardeni Research last week said the S & P 500 ‘s 9.1% retreat […]
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Travel demand shows no signs of slowing. 3 stocks on Josh Brown’s list to ride the wave
(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — The last time we wrote to you about the travel sector broadly, the big picture idea was that these were among the strongest names in the consumer discretionary part of the […]
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Microsoft is the worst performing Mag 7 stock this year. Goldman believes that’s about to change
Microsoft could gain ground as artificial intelligence seems poised to boost, rather than batter, shares of the “Magnificent Seven” stock, according to Goldman Sachs. The investment bank has a buy rating on Microsoft, with a $600 price target on shares, implying nearly 61% upside from Thursday’s close. “We believe the pace of deceleration in [Microsoft […]
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S&P 500 rises as investors await possible Iran and U.S. ceasefire: Live updates
Traders work on the floor of the New York Stock Exchange (NYSE) at the opening bell in New York on April 2, 2026. Charly Triballeau | Afp | Getty Images The S&P 500 rose on Monday following a winning week as oil prices pulled back, with traders weighing the odds that the U.S.-Iran war could […]
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Stocks making the biggest moves premarket: Netflix, Soleno Therapeutics, Strategy & more
Check out the companies making the biggest moves premarket: Netflix — The streaming platform climbed 1.5% after a Goldman Sachs upgrade to buy from neutral. The bank said it sees Netflix as continuing to be the leader in content acquisition and development, and a high chance for multiyear capital return back to shareholders. Soleno Therapeutics […]
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Hope for a U.S.-Iran deal, Apple’s anniversary, OpenAI’s podcast deal and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Monday. My alma mater is in tonight’s March Madness championship game. While I’m not a big sports person, I have too many friends whose brackets depend on this game to not mention the Wolverines. S&P 500 futures are higher this morning […]
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Trump’s Iran ultimatum and signals of a possible deal keep investors on tenterhooks
US President Donald Trump during a prime-time address to the nation in the Cross Hall of the White House in Washington, DC, US, on Wednesday, April 1, 2026. Alex Brandon | Bloomberg | Getty Images Investors are caught between positioning for a swift deal that ends the war and a significant escalation that could send […]
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AI data center boom ‘stress tests’ insurers as private capital floods in
AI data centers are becoming a “stress test” for insurers as rapid technological advancements and the use of increasingly complex financial structures present a unique set of challenges and opportunities for the sector. Global spending on data centers could reach $7 trillion by 2030, according to McKinsey, and much of that spending can no longer […]
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Japan’s Nikkei 225 set to fall as Trump’s Iran deadline pushes oil higher in holiday-thinned Asia
A small boat with fishermen passes as a vessel sits at anchor, amid the U.S.-Israeli conflict with Iran, off Sultan Qaboos Port in Muscat, Oman, March 25, 2026. Stringer | Reuters Japanese markets were set to open lower open on Monday, while most markets in Asia were closed for holidays, as investors parsed the latest […]
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