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Stocks are defying gravity — but investors say these triggers could spark a ‘sizeable’ correction
Global stock markets are soaring, with U.S. indexes continuing to rally and the Stoxx Europe 600 , FTSE 100 and Spain’s IBEX all hitting record highs last week. But some investors are now warning that a wave of rising risks — from weaker consumer spending to faltering earnings growth and a potential bond market revolt […]
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Why the ‘Mag 7 is too much of the market, get out’ is money-losing, false narrative
Investing is not just a game of giant Jenga. But the pessimistic hedge funds, or the ones who must have shorts on to justify their high fees, as well as their media acolytes who sound so painfully bearish even if they are just trying to sound like informed skeptics, sure make it seem that way […]
Read MoreMicrosoft AI chief says only biological beings can be conscious
Mustafa Suleyman, CEO of Microsoft AI, speaks at an event commemorating the 50th anniversary of the company at Microsoft headquarters in Redmond, Washington, on April 4, 2025. David Ryder | Bloomberg | Getty Images Microsoft AI chief Mustafa Suleyman says only biological beings are capable of consciousness, and that developers and researchers should stop pursuing […]
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Earnings playbook: AMD and Palantir set to report in another busy week
Another busy week of earnings lies ahead. About 130 S & P 500 companies are set to report this week, including Palantir Technologies , AMD and fast food giant McDonald’s . Those results come after the busiest week of the season, in which more than 150 names just posted quarterly figures. So far, profits have […]
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Lock in the gain? S&P 500 enters final two months of the year up 16%
Lock it in or let it ride? It’s a question that investors might ponder at this point in an unexpectedly rewarding year, as the calendar pivots appropriately from the season of feigned fright to one of gratitude for life’s bounty. For most people, this is less about getting fully out of or staying wholly in […]
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While AI spending is top of mind, online ads are driving a lot of Big Tech’s growth
META CEO Mark Zuckerberg (L) and Microsoft CEO Satya Nadella. Getty Images As tech giants increase their already breathtaking spending on artificial intelligence, their respective digital advertising businesses have also gained momentum. Quarterly earnings reports this week from Meta, Amazon, Alphabet and Microsoft all showed healthy revenue on the ads front. The rising online advertising […]
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These companies reporting earnings next week have momentum on their side
Third-quarter earnings season continues next week, and several companies gearing up to share their latest financials have the wind at their back in terms of rising estimates from analysts, including Robinhood and Palantir Technologies . Corporate profits have been strong over the past few weeks, with 82% of the S & P 500 companies reporting […]
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Bank of America names five stocks with more room to run before they report earnings
Bank of America named several stocks that are well positioned ahead of the rest of earnings season. The Wall Street investment bank says companies like Uber are too attractive to ignore. Other buy-rated names screened by CNBC Pro include: Datadog , Doximity, RB Global and Futu. Doximity The social platform for physicians is firing on […]
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Cramer says Amazon CEO Andy Jassy just sent a very expensive message to the bears
It was not surprising that Amazon shares surged on Friday morning after the company’s “show me” quarter proved to be a “show of major force” from CEO Andy Jassy, according to CNBC’s Jim Cramer. Amazon reported third-quarter results Thursday evening that reignited investor enthusiasm in its cloud business, Amazon Web Services, the biggest in the […]
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As big tech pushes AI spending to the max, you may be helping to pay for it
As the tech industry’s giants race to build out AI infrastructure — Microsoft spent $34.9 billion in just one quarter while Meta plans to spend up to $72 billion this year — they may not be the only ones footing the multi-hundred-billion-dollar bill. The consumer is increasingly facing AI-soaked subscription tiers as tech firms attempt to […]
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