Review & Preview: The Broadening Continues
Tech stocks stabilized on Tuesday, but the rally continues thanks to 3M, Northrop Grumman and Hasbro.
Market News
Choppy Trading Leaves Dow Higher And Nasdaq Flat
Investors are likely waiting on earnings for market direction. SpaceX posts its first quarterly profit.
AI: A Global Financial Trap With No Easy Way Out
The AI boom is driving a global feedback loop linking US tech investment, Asian manufacturing surpluses, and record foreign capital inflows into US equities. This cycle is self-reinforcing but fragile.
AI data center projects boost US warehouse demand and rents, real estate company JLL says
AI data center projects boost US warehouse demand and rents, real estate company JLL says
Wall Street's AI Debt Fears Deepen
CoreWeave stock fell more than 3% in premarket trading Tuesday as concerns over the AI cloud provider's rising borrowing costs and heavy debt continued to weigh on investor sentiment. Tyler Radke, Co-Head US Software Equity Research at Citi, discusses the AI boom and risks to the market as AI debt concerns grow.
JPMorgan invests $5B in companies critical to US national security
JPMorgan Chase committed $5 billion in equity to companies strengthening U.S. national security, defense technology and critical supply chains.
China Condemns U.S. Ban on DeepSeek A.I. in Government Systems
The response came after Homeland Security ordered the removal and exclusion of products developed by the Chinese tech giant.
'BOOMING': Jamie Dimon touts STRONG US economy
'The Big Money Show' panel debates the sustainability of the AI buildout amid bubble fears. The group analyzes tech stock valuations, rising treasury yields, and SpaceX.
U.S. Stocks Mixed as Strong Earnings Offset AI Credit Fears
U.S. stocks ended mixed, as generally strong earnings offset worries about the sustainability of the debt-fuelled AI boom.
Stocks Make a U-Turn on Hopes of U.S.-Iran Diplomacy
Plus, oil prices slip and General Motors' shares fall after company warns of a rocky 2027
Dow rises 1% as earnings gains and lower oil prices lift Wall Street
US stocks ended higher on Tuesday as stronger corporate earnings and a pullback in oil prices supported the Dow Jones Industrial Average, while concerns about artificial intelligence spending weighed on technology shares. The Dow rose 1.05%, gaining 548 points to close at 52,513.98.
Airlines are eating most of the cost of jet fuel prices, says Airlines for America's Chris Sununu
Airlines for America president and CEO, Chris Sununu, joins 'Power Lunch' to discuss U.S. airfares and jet fuel prices.
Yield On ‘The Most Important Financial Asset In The World' Forecast To Stay High Through 2026
Economists expect yields on 10-year treasuries to stay over 5% well into 2027, in a sign that relief from high borrowing costs is nowhere on the horizon.
"Matter of Time" Before AI Rug Pull? Patrick Mueller on Concentration, ROI Concerns
Concentrated earnings growth and robust AI spending have Patrick Mueller saying "it's only a matter of time" before a rug pull tied to missed AI expectations occurs in the stock market. Recent fragility on AI ROI and ballooning debt concerns seen in companies like CoreWeave (CRWV) have him taking a step out of the AI trade.
Dow Jones Price Forecast: Bulls Eye 57,000 as October 6 Low Remains Key
The Dow Jones could reach fresh highs near 57,000 if October 6 support holds; a break below that level risks a deeper decline into the 40,000s.
Fiera Capital Global Asset Allocation - October 2026 Market Update
The S&P 500 edged modestly (-0.5%) lower, with robust results across the technology (+4.4%) sector offsetting widespread losses elsewhere across the benchmark. For the month, the Bloomberg US Aggregate Bond Index declined -2.6% – while the FTSE Canada Bond Universe shed -1.2%.
iPhone duo in short supply
Apple is adding a U.S. titanium supplier for its new iPhone Duo and expanding domestic production of camera components for the iPhone 18 Pro. CNBC's MacKenzie Sigalos joins 'The Exchange' to discuss.
Housing is flashing warning signs just as the Fed weighs more interest rate hikes
Fresh data points from September showed the housing market continues to deteriorate just as the Federal Reserve is considering raising interest rates again. Building permits, new starts and pending sales all were considerably worse than Wall Street forecasts.
Tech Deleveraging Accelerates Market Correction
A-shares continued their decline last week as forced selling, deleveraging and external pressures accelerated the market correction. F&B and banks were the only sectors to gain, while communications and electronics led losses.
This Is Not The Start Of The Feared Bear
Last Friday's market decline does not signal the start of a bear market; seasonal fiscal-year weakness is in play. Bear markets and recessions typically follow a second 10y-2y Treasury rate inversion by 6–18 months; current slope suggests mid 2027–2028 risk.
