United States
Europe’s edge over the U.S. is waning. We asked 10 asset managers how they’re investing
European stocks have been on a bull run this year — but the region’s outperformance over the U.S. is narrowing as investors assess structural challenges, the long-term outlook and the American AI story. Earlier this year, volatility arising from U.S. President Donald Trump’s trade policies sparked widespread demand for assets outside of the United States […]
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European defense stocks rally after Trump comments on Ukraine; Saab adds 5%
European shares opened lower on Wednesday morning, even as defense equities gained a boost from U.S. President Donald Trump’s latest comments on the conflict in Ukraine. The pan-European Stoxx 600 was down 0.5% at 8:27 a.m. in London (3:27 a.m. ET), with most sectors trading in the red. Defense stocks bucked the trend, with the […]
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CNBC Daily Open: Bad timing for OpenAI’s Stargate to come online
Sam Altman, chief executive officer of OpenAI Inc., during a media tour of the Stargate AI data center in Abilene, Texas, US, on Tuesday, Sept. 23, 2025. Kyle Grillot | Bloomberg | Getty Images Talk about bad timing. OpenAI’s first Stargate development to come online — a data center in Texas that’s stuffed to the […]
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CNBC’s The China Connection newsletter: TikTok tops the trade talk
This report is from this week’s CNBC’s The China Connection newsletter, which brings you insights and analysis on what’s driving the world’s second-largest economy. You can subscribe here. The big story Many in business circles were hoping for a sweeping U.S.-China trade deal, but an agreement now looks even more elusive. The fate of TikTok in […]
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CNBC’s UK Exchange newsletter: From thoroughbreds to unicorns — how Britain’s startup sector is evolving
This report is from this week’s CNBC’s UK Exchange newsletter. Like what you see? You can subscribe here. The dispatch The U.K. government is pleased with how U.S. President Donald Trump’s historic second state visit went last week. In particular, there is satisfaction at the £150 billion ($203 billion) worth of investment decisions announced, even though some were already known […]
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CNBC Daily Open: Raining on OpenAI’s parade
The steel frame of data centers under construction during a tour of the OpenAI data center in Abilene, Texas, U.S., Sept. 23, 2025. Shelby Tauber | Reuters Talk about bad timing. OpenAI’s first Stargate development to come online — a data center in Texas that’s stuffed to the brims with Oracle and Nvidia infrastructure — […]
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Japan shares keep breaking records as reforms, foreign inflows outweigh political risks
Japanese equities are extending record highs, fueled by steady inflows from foreign investors and governance reforms. However, risks remain — from political instability to a potential yen spike or U.S. market downturn — but analysts say such shocks are more likely to trigger buying opportunities than end the rally. The Nikkei 225 and broader Topix […]
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Eli Lilly to build $6.5 billion Texas manufacturing facility for obesity pill, other drugs
A rendering of Eli Lilly’s manufacturing facility in Houston, Texas. Courtesy: Eli Lilly Eli Lilly on Tuesday said it will spend $6.5 billion to build a manufacturing facility in Houston, Texas, to boost production of the company’s pipeline of so-called small molecule drugs, including its closely watched experimental obesity pill. It is the second in […]
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Trump gripes he didn’t get UN renovations contract in speech to General Assembly
US President Donald Trump delivers remarks to the United Nations General Assembly at the UN headquarters in New York City on September 23, 2025. Timothy A. Clary | Afp | Getty Images President Donald Trump mocked the United Nations’ headquarters in a speech to the General Assembly, recalling his failed bid to renovate the building […]
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EU, WHO counter Trump’s warnings on autism and pregnancy
A view shows The World Health Organization (WHO) headquarters in Geneva, Switzerland, Jan. 28, 2025. Denis Balibouse | Reuters European Union and British health agencies confirmed the safety of paracetamol during pregnancy, disputing a warning from U.S. President Donald Trump linking the popular pain medication to autism. The World Health Organization said on Tuesday that […]
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