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….
Consumer stocks have been conspicuously absent from the market’s latest move to record highs. The S & P 500 is up 0.4% in October alone and touched a new intraday all-time high on Tuesday. But the consumer discretionary sector, as measured by the XLY ETF , isn’t doing as well. The XLY is down nearly…
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. Trump’s new tariffs President Donald Trump on Thursday announced new tariffs on pharmaceuticals, heavy trucks, kitchen cabinets and upholstered furniture, all of which he said will take…
My top 10 things to watch Thursday, Sept. 25 1. Intel is reportedly seeking an investment from Apple as part of its comeback bid. I cast doubt on the likelihood of this happening. There is always chatter about these type of things, but this one is unlikely to lead to anything as of now. Club…
Jim Cramer and Jeff Marks, the Club’s director of portfolio analysis, on Thursday ran through all 31 portfolio holdings during the September Monthly Meeting. The two went over the best ways to play the stock market in the last months of 2025 while considering factors like the Federal Reserve’s monetary policy decisions, President Trump’s tariff…
The stock market hit record high after record high over the past month as Wall Street anticipated a Federal Reserve interest rate cut that finally came. Investors got answers Wednesday afternoon, a day before our September Monthly Meeting, which will be livestreamed at noon ET . The Fed announced a quarter percentage point reduction —…
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…
TIANJIN, CHINA – SEPTEMBER 01: Indian Prime Minister Narendra Modi talks with Russian President Vladimir Putin(L) and Chinese President Xi jinping ahead of the Shanghai Cooperation Organization (SCO) Summit 2025 at the Meijiang Convention and Exhibition Centre on September 1, 2025 in Tianjin, China. (Photo by Suo Takekuma – Pool/Getty Images) Pool | Getty Images…
For all of the handwringing about Nvidia Corp.’s sky-high market value pushing the stock into bubble territory, its revenue growth is keeping investors buying. While the chipmaker’s earnings this week weren’t the blowout Wall Street was hoping to see, they did show that its sales are still climbing faster than most of the technology universe….
The conundrum of the stock market going down ahead of Jackson Hole confounded me. With a market that had been headed down every day, except for deep cyclicals and housing-related stocks, the setup seemed extreme. By the end of the week, the bet was one way: Federal Reserve Chairman Jerome Powell , perhaps because he…