AI isn’t a bubble but rather an opportunity, JPMorgan’s Erdoes says

AI isn’t a bubble but rather an opportunity, JPMorgan’s Erdoes says

Mary Callahan Erdoes, Chief Executive Officer of J.P. Morgan Asset & Wealth Management, speaks during CNBC’s Delivering Alpha event in New York City on Nov. 13, 2025. Adam Jeffery | CNBC NEW YORK — Investors should be focused on opportunities ahead with artificial intelligence rather than whether there’s a bubble currently, according to Mary Callahan…

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Coatue’s Philippe Laffont says the IPO market is broken beyond repair

Coatue’s Philippe Laffont says the IPO market is broken beyond repair

Philippe Laffont, founder and portfolio manager of Coatue Management, speaks during CNBC’s Delivering Alpha event in New York City on Nov. 13, 2025. Adam Jeffery | CNBC Hedge fund manager Philippe Laffont sounded a stark warning about the state of the U.S. IPO market, arguing that the ecosystem for taking companies public has deteriorated significantly….

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U.S. to remove tariffs on some products from Ecuador, Argentina, Guatemala and El Salvador

U.S. to remove tariffs on some products from Ecuador, Argentina, Guatemala and El Salvador

The United States said Thursday it will remove tariffs on some foods and other imports from Argentina, Ecuador, Guatemala and El Salvador under framework agreements that will give U.S. firms greater access to those markets. The agreements are expected to help lower prices for coffee, bananas and other foodstuffs, a senior Trump administration official told…

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