Whatever Happens to Bonds, Stocks Win
Plus, Brent crude climbs and chip stocks are mixed
Market News
U.S. Stocks Rise as AI Momentum Builds
U.S. stocks rose and the broad S&P 500 hit a record high as artificial-intelligence bets regained upward momentum.
Supreme Court Sounds Skeptical of Challenge to Private Equity in 401(k)s
Justices on Tuesday heard a pivotal case for buyout firms' push into individual retirement accounts.
Stocks hit record highs: Your next move
The Investment Committee debate their next portfolio moves as stocks touch record highs.
Market Risks Are Building — How To Prepare For The Next Pullback
As stocks hit record highs, hidden structural risks could set everyday investors up for a 2027 market pullback. RCN Wealth Advisors President Nick Lumpp breaks down how to protect your cash and rebalance your portfolio using gold, bonds, and real assets before the next drop.
Billions Pour Into OpenAI, DeepSeek Ahead of IPOs
Bloomberg's Ed Ludlow breaks down OpenAI's talks with multiple investors to raise at least $30 billion at a valuation of about $1.4 trillion. Plus, DeepSeek is also close to securing at least $12 billion in funding ahead of its own IPO next year, and JPMorganChase CEO Jamie Dimon weighs in on data centers and AI risks from London's Tech Stars event.
Jan van Eck: The AI 2.0 trade has been suffering
Jan van Eck, Van Eek Funds CEO, joins 'Power Lunch' to discuss record highs for the S&P 500 and Nasdaq and the tech stocks helping drive those numbers.
This Auto CEO Sees a Future With More Chinese Parts in American Cars
Volvo's turnaround plan hinges on a vehicle lineup that leans into American buyers and its Chinese ownership, as Congress considers banning Chinese carmakers.
Stocks Are Getting Cheaper Even As Indices Rally
The S&P 500 keeps hitting record highs, but its forward P/E has fallen from 20.4x to roughly 19.0x, now below both its five-year and ten-year averages, because earnings estimates have fallen. The hyperscalers (Microsoft, Alphabet, Amazon, and Meta) all grew revenue at a double-digit pace, and most trade near or below their historical valuations.
Reflection unveils new AI model: What you need to know
CNBC's Kate Rooney reports on Reflection AI, a start-up backed by Nvidia, unveiling a new open-weight AI model.
Morgan Stanley's Lord Sees More Room for Euro to Fall
Morgan Stanley's FX and Emerging Markets Strategy Head James Lord said the euro could fall further toward $1.10 as risks mount. He joins Bloomberg's Anna Edwards, Tom Mackenzie, and Guy Johnson on "The Opening Trade" discussing France, Europe as a whole, and the election in Brazil.
Navigating Through An Increasingly Irrational Market
CoreWeave exemplifies extreme market exuberance, with bullish analyst ratings while insiders heavily sell shares and credit default swap prices soar against its debt. Market breadth is historically poor; tech titans have driven NASDAQ & S&P 500 gains while the majority of stocks lag, echoing dot-com bubble dynamics.
Morning Call Sheet: AI, higher yields and global growth drive markets
Peter Tchir, Head of Macro Strategy at Academy Securities, Joanna Gallegos, Co-Founder & COO at BondBloxx, and Claire Pleydell-Bouverie, Co-Head of Global Innovation at Liontrust, discuss AI, bonds and global markets.
Tech Stocks Punch Back at Bonds. Earnings Could Provide the Knockout Blow.
The tech rally could put surging bond yields on the ropes. What happens in the next few months will be crucial.
Markets Rally as Oil and Bond Yields Fall, AI Optimism Holds
Gold has also strengthened a little bit in the U.S. morning as the dollar and yields eased their pressure on the rest of the world.
Reflection unveils new AI model: Here's what you need to know
CNBC's Kate Rooney reports on Reflection AI, a start-up backed by Nvidia, unveiling a new open-weight AI model.
The SEC approved a 3x Bitcoin ETF. It isn't what it sounds like.
The Clarity Act died. Crypto is getting it one rule at a time.
Implied Volatility Surging for Antero Midstream Stock Options
Investors need to pay close attention to AM stock based on the movements in the options market lately.
Boomers' dividend stocks take beating as bond yields rise, with retirement income on the line
The rapid rise in bond yields led by the 10-Year U.S. Treasury has made dividend stocks less attractive as income investments. This market dynamic has hit stock prices hard in sectors that income-seeking investors such as seniors rely on, from real estate to utilities and materials.
Watch CNBC's full interview with Pentagon's Emil Michael
Emil Michael, Under Secretary for Research and Engineering and Chief Technology Officer for the Department of Defense, joins ‘Squawk on the Street' to discuss Anduril winning an up to $2.9 billion contract with the U.S. Navy, working with ‘Super Intelligence Force', AI safety concerns, and more.
