U.S. President Donald Trump shakes hands with members of Congress as he departs following his State of the Union address in the House Chamber of the US Capitol in Washington, DC, on Feb. 24, 2026. Andrew Caballero-Reynolds | AFP | Getty Images President Donald Trump delivered a nearly two-hour State of the Union address on…
A portfolio manager at Julius Baer has sketched out trades for investors looking to dial down their exposure to U.S. AI as investors cool on the sector. “There’s a lot of disruption in the U.S. at the moment,” Tom Watts told CNBC’s “Squawk Box Europe” Tuesday. “It comes in three stages how you can diversify…
Enhanced subsidies that helped millions of people afford health insurance on the Affordable Care Act marketplace expired at the end of 2025 — which has forced many people to make tough financial choices. The enhanced subsidies, which had been in place since 2021, reduced insurance premiums for about 22 million people last year, or more…
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 as the Dow Industrials jumped about 370 points, and what’s on the radar for the…
Autonomous driving company Wayve has hit an $8.6 billion valuation after securing fresh funds from Nvidia, Microsoft and Uber. The $1.2 billion Series D round was led by Eclipse, Balderton and SoftBank Vision Fund 2 and also featured automakers Mercedes-Benz, Nissan and Stellantis. Uber will invest up to an additional $300 million in milestone-based capital….
A Goldman Sachs logo is displayed on the floor of the New York Stock Exchange in New York City, on Wednesday, August 11, 2010. Ramin Talaie | Corbis Historical | Getty Images The global mergers and acquisitions boom that defined 2025 is carrying into 2026, as companies reassess their portfolios and artificial intelligence-led demand fuels…
“Big Short” traders Danny Moses and Vincent Daniel, who are known for successfully betting against the housing market in 2008, are finding opportunities even as artificial intelligence fears stir up market volatility. Both appeared on CNBC’s “Fast Money” Tuesday night to discuss their latest high conviction trades at a time when AI seems to be…
What skills can help make you more attractive in the job market or workplace today? LinkedIn’s 2026 Skills on the Rise list, published Tuesday, identifies the fastest-growing skills in the U.S. “We’ve seen the skills required to do our jobs evolve dramatically in the last 10 years, with even more change on the way, largely…
A renewed rotation out of growth stocks and into value names has more sinister implications for the overall market, historical records indicate. In a Monday note, Stifel strategist Barry Bannister wrote that investors may not be cautious enough as the market rotates out of large-cap growth stocks into their value counterparts. The strategist added that…
A person using a laptop and mobile phone. Tom Werner | Digitalvision | Getty Images Applications are now open for the fourth edition of CNBC’s World’s Top Fintech Companies list, produced in partnership with market research firm Statista. Each year, CNBC and Statista chart the top fintech players from around the world, ranging from startups…
