The stock market’s weak response to the Anthropic deal on Tuesday could signal the start of something worse for investors: an unwind of the artificial intelligence trade. Anthropic was the latest company to land a spectacular AI deal after Microsoft and Nvidia this week said that they will invest a combined $15 billion into the…
My top 10 things to watch Monday, Oct. 20 1. Wall Street was poised to add to Friday’s rally on a continued easing of credit concerns and China trade tensions. In fact, the S & P 500 rose 1.7% last week. Earnings season ramps up this week, with five Club names reporting quarterly results, including…
Last week started with the big banks delivering strong earnings and ended with regional lenders writing off bad loans. Investors are hoping for calmer waters in the days ahead, as earnings season ramps up and Washington remains in gridlock. Here’s a closer look at what to expect over the next five trading days. 1. Market…
The Club’s 10 things to watch Oct. 17, 2025 — Today’s newsletter was written by Investing Club editors Kevin Stankiewicz and Matthew J. Belvedere 1. S & P futures are flat this morning following yesterday’s sell-off on renewed credit quality concerns emanating from regional lenders Zions Bancorp and Western Alliance . It fanned the flames…
Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and last look at today. Sign up for free to receive it directly in your inbox. Here’s what CNBC TV’s producers were watching on Thursday and what’s on the radar for Friday’s session. The diet drugs and the…
A resurgence in trade tensions between the U.S. and China squeezed some of the excess out of an enthusiastic market, something investors will keep a close eye on in the week ahead as earnings loom. The government shutdown is also stretching into a new week. Stocks sold off Friday, with the Dow Jones Industrial Average…
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets: Stocks were selling off to close the week after President Donald Trump threatened a “massive” tariff increase on China amid a dispute over rare earth minerals….
My top 10 things to watch Monday, Sept. 29 1. Wall-to-wall ads for Apple’s iPhone 17 are being run this weekend by the wireless carriers. That feeds into my belief that Wall Street is underestimating this upgrade cycle for Club name Apple. Bank of America, which has a buy rating on Apple stock, said order…
CNBC’s Jim Cramer suggested that it can seem hard to make new investments in this market as the indexes soar to new heights. However, he said there still are relatively inexpensive stocks to be found, naming S&P 500 names in several sectors that stand out to him. “Sometimes it can feel like there’s nothing left…
Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and last look at today. Sign up for free to receive it directly in your inbox. Here’s what CNBC TV’s producers were watching on Monday and what’s on the radar for Tuesday’s session. Apple Apple hosts a key…