Forget AI spending — the biggest risk to this stock market is speculative junk

Forget AI spending — the biggest risk to this stock market is speculative junk

Chicken and egg? Cart before the horse? Six of one, half dozen of the other? After a while, you realize there isn’t a simple phrase to capture the linkages between alternative investments that cloud the landscape of money-making opportunities. What kind of alternative investments am I alluding to? They could be any number of things: … Read more

Bank of America says these five stocks like Nvidia have room to run

Bank of America says these five stocks like Nvidia have room to run

Bank of America named a slew of stocks that remain best positioned heading into year end. The Wall Street investment bank says companies like Nvidia are compelling, with more room to run. Other buy-rated names screened by CNBC Pro include: Palantir, Robinhood, Supernus Pharmaceuticals and Crane. Robinhood The stock trading company is “firing on all … Read more

S&P 500 rallies, led by Alphabet jump; Wall Street awaits Nvidia earnings: Live updates

S&P 500 rallies, led by Alphabet jump; Wall Street awaits Nvidia earnings: Live updates

Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Nov. 19, 2025. Brendan McDermid | Reuters The S&P 500 rose on Wednesday, spurred by a jump in Alphabet shares, following a four-day slide centered around technology as investors moved back into the artificial intelligence trade and bet … Read more

Klarna tops third-quarter revenue estimates in first earnings report since IPO

Klarna tops third-quarter revenue estimates in first earnings report since IPO

Sebastian Siemiatkowski, CEO and Co-Founder of Swedish fintech Klarna, gives a thumbs up during the company’s IPO at the New York Stock Exchange in New York City, U.S., Sept. 10, 2025. Brendan McDermid | Reuters Klarna topped Wall Street third-quarter revenue expectations in its first earnings report after debuting on the New York Stock Exchange … Read more

AI industry-backed super PAC targets New York Democrat in opening shot of midterms

AI industry-backed super PAC targets New York Democrat in opening shot of midterms

A bipartisan super PAC launched by a slew of artificial intelligence leaders has picked its first target: a Democratic congressional candidate who helped lead an effort to put safety measures on the AI industry. Alex Bores, a New York State Assembly member, has pushed “ideological and politically motivated legislation” that would “handcuff” the nation’s edge … Read more

The question everyone in AI is asking: How long before a GPU depreciates?

The question everyone in AI is asking: How long before a GPU depreciates?

Nvidia President and CEO Jensen Huang speaks about NVIDIA Omniverse as he delivers the keynote address during the Nvidia GTC (GPU Technology Conference) at the Walter E. Washington Convention Center on Oct. 28, 2025 in Washington, DC. Anna Moneymaker | Getty Images As a handful of the world’s most valuable companies set out to spend … Read more

Stock futures drop as tech shares get hit hard again: Live updates

Stock futures drop as tech shares get hit hard again: Live updates

Traders work on the floor of the American Stock Exchange (AMEX) at the New York Stock Exchange (NYSE) in New York, US, on Thursday, Nov. 13, 2025. Michael Nagle | Bloomberg | Getty Images Stock futures fell on Friday after Wall Street witnessed its worst day in more than a month. Futures tied to the … Read more