Morgan Stanley
Bank of England cuts interest rates, in welcome Christmas boost for consumers
The Bank of England (BOE) in the City of London, UK, on Monday, Dec. 15, 2025. Bloomberg | Bloomberg | Getty Images The Bank of England voted narrowly to cut interest rates on Thursday, in its last monetary policy move of 2025. The central bank’s nine-member monetary policy committee (MPC) on Thursday voted 5-4 to […]
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Billionaire fund manager Ron Baron praises beaten-up financial stock whose new CEO he compares to Jamie Dimon
ETF Edge Billionaire fund manager Ron Baron praises beaten-up financial stock whose new CEO he compares to Jamie Dimon Published Wed, Dec 17 202512:54 PM EST Krysta Escobar WATCH LIVE Source
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Oracle’s AI-fueled debt load has investors on edge ahead of quarterly earnings
Oracle CEOs Clay Magouyrk and Mike Sicilia sit down with CNBC’s David Faber on Oct. 13, 2025. CNBC It’s been a rollercoaster year for Oracle investors, as they try to assess the strength of the software giant’s position in the artificial intelligence boom. The stock is up more than 30% for the year even after […]
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Stocks making the biggest moves midday: Exxon, SLM, CVS, AutoZone, Ares, Staar Surgical and more
Check out the companies making the biggest moves midday: Gogo — The in-flight Wi-Fi provider dropped 10% after announcing an investment in satellite communications company Farcast . The terms were not disclosed in the announcement. Exxon Mobil — The oil giant jumped 2.7% after it updated its corporate plan through 2030. Exxon said it now […]
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Huge Wall Street call: Morgan Stanley’s new Tesla analyst downgrades stock over valuation concerns
Morgan Stanley exited the bull camp on Tesla , saying valuation concerns outweigh its optimistic outlook for the electric vehicle maker in a huge potentially market-moving call on Wall Street. Analyst Andrew Percoco downgraded Tesla’s stock to equal weight from overweight. Percoco raised his price target by $15 to $425, but that still reflects downside […]
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How Alibaba quietly became a leader in AI
From a Hangzhou startup to a global tech powerhouse, uncover the strategies that turned Alibaba into a multi-billion-dollar empire. Alibaba is transforming itself from an e-commerce giant into a global AI powerhouse. The Chinese tech giant has pledged tens of billions of dollars in investment in AI and cloud infrastructure, fueling the development of its own Qwen language models, the Quark […]
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AI capex spending fears spread to the bond market following tech jitters
U.S. tech giants’ push to finance a massive artificial intelligence infrastructure boom is testing bond market appetite as investor concerns over capex spending and valuations grow. Major U.S. tech names are tapping the bond markets to fund massive infrastructure expansions, with Meta , Alphabet and Oracle all issuing public debt in October. But in a […]
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Home Depot earnings, ‘quiet time’ in the job market, Panera’s new strategy and more in Morning Squawk
Stocks on display at the Nasdaq on Sept. 10, 2025. Danielle DeVries | CNBC 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. Bets are off The stock market dropped yesterday, with technology stocks once again […]
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Trump buys at least $82 million in bonds since late August, financial disclosures show
U.S. President Donald Trump speaks about the U.S. government shutdown, during the swearing-in ceremony for Sergio Gor as U.S. Ambassador to India, at the White House in Washington, D.C., U.S., Nov. 10, 2025. Kevin Lamarque | Reuters U.S. President Donald Trump bought at least $82 million in corporate and municipal bonds from late August to […]
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‘Vibe revenue’: AI companies admit they’re worried about a bubble
Eakarat Buanoi | Istock | Getty Images LISBON, Portugal — Top tech executives told CNBC they’re concerned about a bubble forming in the artificial intelligence sector, underscoring growing unease within the industry over soaring valuation. In recent weeks, markets have been reckoning with the notion that too much capital is pouring into the AI boom, […]
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