CNBC Daily Open: Markets caught between Mideast worries and AI optimism
Despite many promises of a deal and numerous start-stop negotiations, the war in the Middle East now threatens to restart and drag more countries into the fold.
S&P 500 falls for a third day, as elevated global bond yields and oil prices weigh on market
The S&P 500 fell on Tuesday, pressured by a run in sovereign bond yields to multidecade highs amid concerns of persistent inflation and elevated oil prices.
Tuesday’s big stock stories: What’s likely to move the market in the next trading session
The Dow Industrials dropped more than 270 points on Monday as oil prices rose and Treasury yields climbed. The three major averages posted back-to-back losses.
‘Absolutely crazy’: Here’s what South Korean stock investors are doing in U.S. markets
South Korean stock investors have made ‘absolutely crazy’ bets as they flee their home market, while global investors pile in.
Looking for under-the-radar stocks? Cramer gives his take on 5 unfamiliar names
CNBC’s Jim Cramer took a fresh look at five stocks viewers asked about, including ExlService, MakeMyTrip, Establishment Labs, NVE and Ubiquiti.
CNBC’s The China Connection newsletter: Money or power? The key to winning the AI race
The U.S. can outspend China in financing artificial intelligence development, but is that the only factor that matters?
Refiner stocks are on a nearly unprecedented run. History says it could end soon
Refining is a great business, but if you’ve had the good fortune to ride this trade this year, it’s likely time to take profits.
Stanley Druckenmiller loaded up on Amazon and chip stocks before July rout
Druckenmiller’s Duquesne Family Office dramatically increased its Amazon stake in the second quarter, while leaning further into semiconductors.
Nvidia financing initiative follows SEC guidance that takes sponsors off the hook for data center investments
Recent SEC instructions on data center bonds appear applicable to the recent Nvidia financing move, lawyers say.
‘Y’all Street’ is booming. Wells Fargo says this regional bank stands to benefit
Wells Fargo notes that with Y’all Street booming, one bank is in strong position to profit.
