Which Trump Tariffs Are in Place, in the Works or Ruled Illegal
The president has reworked his tariffs repeatedly — sometimes because they have been declared illegal — with more updates still to come.
Market News
Forget Timing the Market: Capital Group's Mike Gitlin on Investing in an Uncertain World
The CEO of one of the world's largest active investment managers says long-term investors should focus on quality companies, dividends and global diversification. #CNBC #ConvergeLive Subscribe: @CNBCInternationalLive Subscribe to CNBC International: @CNBCInternational LinkedIn: https://www.linkedin.com/showcase/cnbc-international/ TikTok: https://www.tiktok.com/@cnbci Facebook: https://www.facebook.com/cnbcinternational Instagram: https://www.instagram.com/cnbcinternational/ Threads: https://www.threads.net/@cnbcinternational X: https://twitter.com/CNBCi Telegram: https://t.me/cnbci
Mexico: The Manufacturing Hub Of North America
A beneficiary of nearshoring, Mexico is a real economy market with indirect exposure to the AI infrastructure build-out. Recent relative outperformance driven by industrials and materials, with supportive valuations and a rate-cutting cycle.
Earnings Strength And Easing Risks Support Markets
Global equities rise on strong earnings and improved sentiment. Middle East tensions ease, supporting risk assets.
Consumers Are Changing, Long Live AI
The S&P 500 has soared over 12% since the start of April and 7% since the start of the Iran war, thanks to a +40% rebound in chip stocks. Consumer sentiment in May fell to a fresh record low of 48.2 as the US 30-year fixed mortgage rate rose above 6.5%.
My S&P 500 Forecast For 2026
US large-cap index is up about 250% over the last ten years, compared to a 70% gain for the FTSE 100 and a measly 35% gain for the FTSE 250. Over the last 40 years, the S&P 500's price has gone up by an average of 9% per year, which is 2-3% more per year than its earnings or dividends.
This Week's Market Wrap: Software Strikes Back, Economics, And 2 Tech Charts
Strong results from companies like Advanced Micro Devices, NVIDIA, Corning, and Amazon reinforced the market's belief that AI infrastructure spending remains in a powerful expansion phase, despite growing concerns around valuation and capital intensity. Investors rotated aggressively into software and cybersecurity stocks following strong earnings reports from Fortinet, Twilio, Datadog, and Akamai Technologies, signaling renewed confidence that select SaaS and cybersecurity firms can monetize AI rather than simply be disrupted by it.
US Senate Committee set to consider long-awaited crypto bill next week
U.S. senators are set to consider long-awaited legislation that would create a regulatory framework for cryptocurrency next week, potentially ending a deadlock over the bill that pitted crypto companies against U.S. banks.
Markets Weekly Outlook: Is The 'Risk-On' Rally Sustainable With Rates And Energy Elevated?
Equities maintain a "risk-on" rally, defying the market disconnect from elevated oil prices and rising interest rate expectations. The US market faces a pivotal week with the final Powell-led CPI report expected on Tuesday, ahead of the Fed chair handover to Kevin Warsh on May 15.
S&P500 and Nasdaq Composite: Tech Earnings Keep Bulls in Control, Offset Middle East Risks
S&P500 and Nasdaq Composite rally as strong tech earnings and jobs data help investors look past Middle East tensions and rising oil prices.
Jim Cramer says 'it's not to late' to own AI winners powering the market
CNBC's Jim Cramer said enthusiasm around semiconductors and AI infrastructure stocks continue to drive the market higher, calling many of the companies “foundational or generational.” He highlighted upcoming earnings reports next week, while urging investors to stay diversified in their portfolios.
Dunkin' is making its return to the stock market — with a new twist
Inspire Brands — which owns Dunkin', Arby's and other chains — has confidentially filed for an IPO.
Reformer heater explodes at PBF Louisiana refinery, sources say
A heater on a reformer at PBF Energy's 190,000 barrel-per-day Chalmette, Louisiana refinery exploded on Friday, setting off a fire, said two people familiar with plant operations.
Friday's Final Takeaways: Jobs Report Beat, Sentiment Sours, CPI Ahead
Marley Kayden closes out the week with a look at Friday's major economic data prints: April's Jobs report and the preliminary May Consumer Sentiment data. On sentiment, she cites the report's focus on higher energy costs impacting consumers at the pump.
Trump Poised to Ax FDA Commissioner
Plus, Apple and Intel plan to work together on chips, and a new book explains the rules of sorority rush.
Stock Market Climbs After Strong Jobs Report; Inflation, Retail Sales Data Due
The stock market, including the Dow Jones index, rose Friday. The Nasdaq made an all-time high.
Dunkin' owner Inspire Brands plows ahead with IPO plans despite rising costs hitting consumers
Inspire Brands' IPO could raise about $2 billion as early as this year, Bloomberg reported in March.
Could April job gains actually be 'a goose egg' for the Fed?
The Nasdaq Composite (^IXIC) and S&P 500 (^GSPC) are moving higher ahead of Friday's close after the US Bureau of Labor Statistics (BLS) reported the labor market grew by 115,000 jobs in April. The Wealth Consulting Group chief market strategist Talley Leger examines how the Federal Reserve may interpret this data, especially as fed Chair Jerome Powell's term is set to end next Friday, May 15.
What Could Keep the Rally Going Even as Energy Rises?
Kevin Green and Marley Kayden close out a record-setting week on Wall Street. The S&P 500 (SPX) and Nasdaq-100 (NDX) reached new all-time highs on Friday. KG breaks out the technical analysis skills to show a confluence of products all showing the broadening effects impacting various sectors of the market. Combining energy products like diesel fuel with performance trends from yields, KG explains the significance of this week's move in equities. Looking ahead, he underlines the important CPI and PPI prints on the schedule next week.
Jobs Report, Chip-Stock Rally Power Stocks to New Records
The Nasdaq notched its best six-week streak since 2009 as a surge in semiconductor shares continues.
