My top 10 things to watch Tuesday, Oct. 7 1. Nvidia CEO Jensen Huang joins the Investing Club this afternoon at our October Monthly Meeting. Sign up to join the Club and watch my interview with Jensen. Lots to talk about from OpenAI to hyperscaler spending. 2. Goldman upgraded construction services firm Emcor to a…
Government shutdowns should, theoretically, matter to the stock market. A shutdown could hurt spending power for up to 900,000 people, the highest estimate I have seen for those to be furloughed. That’s a lot of people who will spend a lot less money – especially because most Americans live paycheck to paycheck. Shutdowns still don’t…
The much-needed modernization of the U.S. Army’s battlefield communications network being undertaken by Anduril, Palantir and others is rife with “fundamental security” problems and vulnerabilities, and should be treated as a “very high risk,” according to a recent internal Army memo. The two Silicon Valley companies, led by allies of U.S. President Donald Trump, have gained access to the Pentagon’s…
(These are the market notes on today’s action by Mike Santoli, CNBC’s Senior Markets Commentator. See today’s video update from Mike above.) Wall Street holds near record highs in a government-data blackout , with enough rotational energy toward left-behind groups, refreshed confidence in the AI spending frenzy, certainty of a Fed rate cut this month…
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 Tuesday and what’s on the radar for Wednesday’s session. Stocks climb ahead of shutdown…
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. Nvidia and the power deal…
General Electric could not have chosen a better moment to launch its energy businesses as an independent company, CEO Scott Strazik said one month before GE Vernova debuted on the New York Stock Exchange. “Now that’s a big statement,” Strazik acknowledged at GE Vernova’s first investors’ day in March 2024. But he pointed to forecasts…
A trader works on the floor at the New York Stock Exchange in New York City, U.S., Sept. 17, 2025. Brendan McDermid | Reuters Stock futures jumped on Thursday as investors rotated back into their favorite technology stocks now that the Federal Reserve has lowered rates and signaled more cuts are on the way. S&P…
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 Wednesday and what’s on the radar for Thursday’s session. Oracle The Oracle stock watch…
My top 10 things to watch Tuesday, Sept. 9 1. Apple is expected to announce the skinniest version of the iPhone ever as part of its refreshed iPhone 17 lineup today at its fall hardware event, starting at 1 p.m. ET. This could be the kind of product that convinces some people to ditch their…