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China’s ban on cybersecurity software roils three of our stocks — here’s our view
Geopolitical tensions are shaking the cybersecurity tape, impacting Club names Palo Alto Networks , CrowdStrike , and Broadcom . But they’re not changing our investment theses. Reuters reported Wednesday that Chinese authorities have told domestic companies to stop using cybersecurity software from a handful of U.S. and Israeli firms, including Palo Alto Networks, CrowdStrike, Fortinet, […]
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Healthy Returns: Novo Nordisk CEO on GLP-1 pricing, and more insights from the JPM conference
A version of this article first appeared in CNBC’s Healthy Returns newsletter, which brings the latest health-care news straight to your inbox. Subscribe here to receive future editions. Good morning from San Francisco! It’s day three of the annual JPMorgan Healthcare Conference – the biggest gathering of biotech and pharma execs, investors and analysts in […]
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Jim Cramer reveals his favorite big-cap stock to own now, sees 20% upside ahead
CNBC’s Jim Cramer is doubling down on Alphabet , arguing the stock can build on its strong 2025 rally with another 20% jump. “I don’t think Google stops here,” Cramer said Tuesday on “Squawk on the Street.” “I think Alphabet goes straight shot to $400.” Shares of the Google parent Alphabet hit another all-time Tuesday, […]
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Data center REIT CEO says real estate ‘not in an oversupply state’
A version of this article first appeared in the CNBC Property Play newsletter with Diana Olick. Property Play covers new and evolving opportunities for the real estate investor, from individuals to venture capitalists, private equity funds, family offices, institutional investors and large public companies. Sign up to receive future editions, straight to your inbox. As hyperscalers like […]
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Salesforce releases updated Slackbot powered by Anthropic’s AI model
Salesforce CEO Marc Benioff delivers the keynote address at the start of the Dreamforce conference in San Francisco on Oct. 14, 2025. Jessica Christian | San Francisco Chronicle | Getty Images Salesforce is bolstering its Slack app with generative artificial intelligence to help users find relevant information and sort through the mountains of communication chaos. […]
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SK Hynix to invest $13 billion in new plant amid memory chip shortage
A visitor takes a picture of a model of SK hynix’s high-bandwidth memory (HBM) technology during the 2025 World IT Show in Seoul on April 24, 2025. Jung Yeon-je | Afp | Getty Images South Korea-based memory maker SK Hynix announced Tuesday it will invest 19 trillion Korean won ($12.9 billion) to build a new […]
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Alphabet hits $4 trillion market capitalization
Google CEO Sundar Pichai gestures to the crowd during Google’s annual I/O developers conference in Mountain View, California on May 20, 2025. Camille Cohen | Afp | Getty Images Google parent company Alphabet has become the fourth member of the $4 trillion club. Alphabet shares popped about 1% Monday, after Apple said it had picked […]
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How BlackRock, world’s largest asset manager, is fine-tuning market portfolios for 2026
ETF Edge How BlackRock, world’s largest asset manager, is fine-tuning market portfolios for 2026 Published Sat, Jan 10 202610:07 AM EST Krysta Escobar WATCH LIVE Source
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Wall Street’s start to 2026 is going exactly according to plan. Are investors too confident?
Like a brilliant football coach’s scripted first drive in a playoff game, Wall Street’s start to 2026 has gone exactly according to plan, the offense in rhythm with a balanced attack resulting in an early lead for the bulls. Not only is the S & P 500 up 1.7% but the tape has broadened just […]
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Behind Anthropic’s stunning growth is a sibling team that may hold the key to generative AI
SAN FRANCISCO — Daniela Amodei has an energy that’s hard to place — warm, unhurried, immediately present. She swept into a sunlit room on the ground floor of Anthropic’s headquarters in December, sat down, and immediately apologized for her mug. “Is my, like, gigantic novelty mug going to be distracting if I have it?” she […]
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