U.S. holds off blacklisting China’s DeepSeek, more than 100 firms deemed security risks
DeepSeek, CXMT and other companies were approved by an interagency committee last year for addition to the Commerce Department’s Entity List.
Japan May exports grow at fastest pace in over three years, beating estimates, as chip demand soars
Japan’s exports in May grew at their fastest pace since November 2022, boosted by robust demand for cars and semiconductors.
CNBC Daily Open: Markets cheer Iran calm as Trump eyes his next deal
The memorandum of understanding for the Iran conflict seems to be holding, with the signing in Geneva inching closer without a reversal so far.
Dow closes 500 points lower as Warsh’s first Fed meeting sets off surge in bond yields: Live updates
Wednesday’s FOMC decision marks the first with new Fed Chairman Kevin Warsh at the helm of the U.S. central bank.
Intel begins production of most-advanced chip, inching closer to possible Apple deal
Intel is entering production of 18A-P, its most-advanced chip node that could be the target of a coming deal with Apple
Michael Burry says he’s tempted to bet against SpaceX, but passes on expensive options
Burry argued the company’s market capitalization had reached levels that dwarf many established businesses and fortunes.
Technical factors are adding fuel to SpaceX’s meme stock fire
Options, leveraged ETFs and index arbitrage are likely boosting the stock ahead of its inclusion in some benchmark stock indexes.
Fed Chair Warsh expected to withhold ‘dot’ from central bank’s interest rate outlook
The central bank’s Federal Open Market Committee is set to release its quarterly update of where individual officials expect interest rates to head.
An old economy sector may break out thanks to hyperscaler investment. Todd Gordon outlines how to play it
Another group has participated in the growth trade breakout and recently showed outperformance, creating a quieter AI revolution in this “old economy” sector.
An old economy sector may break out thanks to hyperscaler investment. Todd Gordon outlines how to play it
Another group has participated in the growth trade breakout and recently showed outperformance, creating a quieter AI revolution in this “old economy” sector.




