Lauren Taylor Wolfe, co-founder of activist investment firm Impactive Capital, said the surge in enthusiasm around artificial intelligence has all the markings of a bubble. “We are absolutely in an AI bubble now. It is going to burst,” she said on CNBC’s “Squawk on the Street” Tuesday to David Faber. “I don’t know when, I…
The U.S. stock market is holding near its record heights on Tuesday as the floodgates open for companies reporting how much profit they made during the summer. The S&P 500 was essentially unchanged in early trading and is sitting just 0.2% below its all-time high set earlier this month. The Dow Jones Industrial Average was…
My top 10 things to watch Tuesday, Oct. 21 1. GE Aerospace raised its outlook across the board after a strong third quarter. While orders in the commercial engine segment rose 5%, it’s the services that stand out, with revenue rising 28%. Shares added about 2%. 2. Zions Bancorp , the regional lender at the…
Traders work on the floor of the New York Stock Exchange (NYSE) on Oct. 20, 2025 in New York City. Spencer Platt | Getty Images Stock futures are slightly higher Monday night after the previous session’s broad rally. Investors await a busy earnings week that could inform the trajectory of a market that keeps on…
CNBC’s Jim Cramer said Monday that Apple’s latest surge, up nearly 9.95 points or about 4%, underscores why investors should own the stock rather than try to trade it and why the broader market followed its lead. Apple helped lift the Dow by 1.12% points, the S&P 500 by 1.07% and the Nasdaq by 1.37%,…
The Zions Bank headquarters in Salt Lake City, Utah, US, on Monday, July 10, 2023. Kim Raff | Bloomberg | Getty Images This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Here are five key things investors need to know to start the trading day: 1. On the banks Following the…
Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Monday’s key moments. 1. Stocks are starting the week off on a positive note with every sector except consumer staples in the green. As stocks extend last week’s gains, Jim Cramer is closely…
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…
China Shipping containers are seen at the port of Oakland as trade tensions continue over U.S. tariffs with China, in Oakland, California, on May 12, 2025. Carlos Barria | Reuters BEIJING — China’s economy grew 4.8% in the third quarter from a year earlier, the slowest pace in a year but in line with analyst…
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., October 16, 2025. Jeenah Moon | Reuters Stock futures moved higher Sunday night as investors turn their attention towards a slew of big-name earnings reports and inflation data expected in the coming days. Futures tied to the Dow…