regwall-pro
Private credit is beginning to look like the bond market — and that comes with red flags
Private credit is starting to resemble the public bond market, as the rapid growth and development of the asset class blurs lines that have separated two financing channels. Once restricted to a niche corner of lending to mid-sized firms, private credit has expanded across sectors, borrower sizes and collateral types, prompting large allocators to treat […]
Read More
Why healthcare is the ‘ultimate hedge’ against an AI correction, according to Kepler Cheuvreux
Key Points Talk of an AI bubble has grown since high-profile investor Michael Burry, known for predicting the housing meltdown ahead of 2008, revealed he is shorting AI players like Nvidia and Palantir. Healthcare, meanwhile, is recovering after a perfect storm, according to Kepler Cheuvreux analysts. The sector is also increasingly benefiting from AI adoption […]
Read More
How Nissan is reworking its U.S. supply chain to blunt the impact of tariffs
Key Points Dual sourcing and a localized supply helped Nissan get around the U.S. tariffs on foreign auto imports, Nissan CFO Jeremie Papin, told CNBC. It is working with partners to explore ways to offset the effects tariffs further amid extra capacity at its U.S. plants, Jeremie Papin said. Export controls on critical chips also remains a […]
Read More
Why aspirational luxury shopping is losing steam — and what’s ahead in 2026
For the first time in years, analysts are feeling optimistic about luxury. Next year, the sector will finally return to growth, market watchers say, yet companies’ performance is likely to diverge based on their level of exposure to different segments of the customer base, making stock picking key for luxury investors in 2026. J.P. Morgan […]
Read More
The stock market believes Google is now winning the AI race over OpenAI, Nvidia
Alphabet-owned Google just gained a leg up over OpenAI’s ChatGPT, according to recent stock market performance. Shares of Alphabet and its chip partner Broadcom are surging this quarter as its new version of Gemini AI was released, while proxies for the private OpenAI — Nvidia and Microsoft — underperform. Google, once considered an AI laggard, […]
Read More
Why China’s real estate market is still searching for a bottom
China’s housing market is flashing fresh warning signs as the property downturn runs into its fifth year, with excess inventory dragging home prices. Sales of the top 100 developers plunged 36% in terms of value in November from a year earlier, despite a modest pick-up from a 42% decline in October, according to data published […]
Read More
Airbus CEO says Europe’s ‘digital battlefield’ will take a decade to build
Key Points Europe’s ambitions to create a “combat cloud,” where defense-related data is exchanged between nations securely, could take over a decade. That’s according to Airbus CEO Guillaume Faury, who sat down with CNBC’s Charlotte Reed in a fireside chat at the Adopt AI conference in Paris. The combat cloud part of a range of space-based […]
Read More
From stocks to property, here’s what the Autumn Budget means for UK assets
U.K. Finance Minister Rachel Reeves delivered her long-awaited Autumn Budget on Wednesday, which included a swathe of tax hikes that will impact most of the British population. CNBC rounded up the headline announcements for investors and spoke to market watchers about the implications for U.K. assets. Stocks and bonds Among the raft of measures announced […]
Read More
Stocks making the biggest moves premarket: Deere, Dell Technologies, HP, Autodesk & more
Check out the companies making headlines before the bell: Deere — The seller of farm equipment dropped 4.5% even posting fiscal fourth quarter results that exceeded estimates. Deere reported earnings of $3.93 per share on revenues of $10.58 billion. Analysts polled by LSEG had anticipated per-share earnings of $3.85 on revenues of $9.85 billion. Dell […]
Read More
Could markets be facing an ‘everything bubble’? Investors are divided
Global stocks have fluctuated wildly over the past week, as concerns about AI valuations hang over equity markets. Some respite from a four-day sell-off followed Nvidia ‘s earnings release on Wednesday, but its own gains were quickly reversed during Thursday’s trading session as New York-listed stocks lost further ground . Friday saw U.S. stocks rebound […]
Read More