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Expect China to help Trump on fentanyl, TikTok and midterm elections, says Evercore ISI strategist
U.S. President Donald Trump could have the upper hand in subsequent trade talks with China as the nations hammer out further negotiations, according to Neo Wang, lead China economist and strategist at Evercore ISI. The U.S. negotiated a long-awaited deal this weekend with China, resulting in both trade partners suspending most tariffs on each other’s goods. […]
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The number of ‘tariff’ mentions soar past ‘AI’ on earnings calls as Trump’s trade fight alters outlook
Move over artificial intelligence. There’s a new hot topic on corporate earnings calls in 2025: tariffs. The word “tariffs” has come up on more than 350 earnings calls of S & P 500 -listed companies reporting first quarter results, according to a CNBC analysis of call transcripts compiled by AlphaSense. By contrast, the term “AI” […]
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Stocks making the biggest moves midday: Palantir, Tesla, DoorDash, Ford and more
Check out the companies making headlines in midday trading: Palantir — Shares tumbled 13.4%. Palantir posted $884 million in first-quarter revenue , while analysts polled by LSEG penciled in $863 million. However, earnings per share came in line with Wall Street expectations at 13 cents. Ford Motor — The automaker advanced 3.2% on better-than-expected first-quarter […]
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The $275 billion question: Who handles Berkshire’s stock portfolio after Warren Buffett
As the shock of Warren Buffett’s exit settles in, one question about the succession has become the elephant in the room — Who will handle Berkshire Hathaway’s $275 billion portfolio of stocks? The legendary, 94-year-old investor is stepping down as chief executive officer at the end of 2025 after an epic 60-year run, but will […]
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Stocks making the biggest moves midday: Palantir, Tesla, DoorDash, Ford and more
Check out the companies making headlines in midday trading. Palantir — Shares tumbled 13.4%. Palantir posted $884 million in first-quarter revenue , while analysts polled by LSEG penciled in $863 million. However, earnings per share came in line with Wall Street expectations at 13 cents. Ford Motor – The automaker advanced 3.2% on better-than-expected first-quarter […]
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The worst (and best) stocks during Trump’s tough first 100 days
Some stocks have made major swings in the days since President Donald Trump returned to the White House. Trump has put U.S. investors on alert with market-moving plans such as tariffs and federal government spending cuts. The S & P 500 is slated to record its worst first 100 days of a presidency since Richard […]
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S&P 500 recovers half of its tariff decline. What it will take to make it all the way back
What do you call half a month spent in the most volatile market in years, featuring a headlong flight from U.S. dollar assets, hypersensitivity to every policy headline and a furious equity rally of almost unnerving velocity that recovered half the lost ground while leaving in place most of the confusion? The easy part. That, […]
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Third Point’s Dan Loeb says he’s sold out of nearly all of his ‘Magnificent 7’ holdings
Third Point’s Dan Loeb revealed that he has dumped almost all of his positions in the so-called Magnificent 7 stocks after their huge run-up that’s been dented this year from the stock market tariff turmoil. “What we have done in the last few months is number one shifted away from those easy sale candidates of […]
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The U.S. will ‘absolutely’ have a recession in 2025 if high tariffs stay, Apollo’s Slok says
Torsten Slok, chief economist at Apollo Global Management, is certain the U.S. will fall into a recession this year if tariffs stay where they are. “It’s all conditioned on tariffs staying in place at these levels, and if they stay at these levels, we will absolutely have a recession in 2025,” Slok told CNBC’s ” […]
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Ron Insana: Confidence in the U.S. will be shaken if Trump seeks to remove Powell as Fed chair
Inflation, recession and stagflation won’t be the only driving forces behind investment decisions if President Donald Trump attempts to remove Federal Reserve Chairman Jerome Powell from his perch atop the central bank before he is set to step down. If the president were to fire the Fed chairman, I’d be inclined to recommend investors sell […]
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