Investors appear to be underestimating hyperscalers’ artificial intelligence spending plans, and therefore missing out on the true value of Nvidia , according to Barclays. Nvidia has been trading sideways since December after the stock’s blockbuster performance in recent years, with the chipmaker’s shares down less than 1% year to date. A big reason behind Nvidia’s…
The Iran war could soon mean higher prices on store shelves for consumers. Iran’s effective closure of the Strait of Hormuz passage has significantly disrupted the global supply chain, affecting goods from fertilizers to metals to gas and fuel. The passage is a critical point, funneling tens of millions of barrels of oil daily along…
President Donald Trump on Friday said he believed that Russian leader Vladimir Putin is helping Iran in its war against the United States and Israel. Trump’s comment came in a radio interview with Fox News host Brian Kilmeade, and a week after the president lashed out at a Fox News reporter Peter Doocy who asked…
A pedicab drives past a traffic light that is out due to a power cut in Havana on March 4, 2026. Yamil Lage | Afp | Getty Images Cuba’s government has held talks with Donald Trump’s administration, the country’s president, Miguel Díaz-Canel, said on Friday. It confirms speculation that the two countries were talking after…
Economic growth was much slower than expected in the final three months of 2025 while core inflation rose to start 2026, the Commerce Department reported Friday. Gross domestic product, a measure of all the goods and services produced across the sprawling U.S. economy, rose at a seasonally and inflation-adjusted annual rate of just 0.7% in…
A version of this article first appeared in the CNBC Property Play newsletter with Diana Olick. Property Play covers new and evolving opportunities for the real estate investor, from individuals to venture capitalists, private equity funds, family offices, institutional investors and large public companies. Sign up to receive future editions, straight to your inbox. After…
Key Points Fears of higher prices and slower economic growth have unsettled markets over the past week following a spike in the oil price. Investors fear the specter of stagflation and what it could mean for their portfolios, but 2026 looks different to the 1970s for several reasons. Back then, a spike in oil prices…
People line up outside of the shuttered Silicon Valley Bank (SVB) headquarters on March 10, 2023 in Santa Clara, California. Justin Sullivan | Getty Images Three years ago, JPMorgan Chase executive Doug Petno was at a New York City party celebrating a colleague’s retirement when his boss, Jamie Dimon, called Petno over. It was March…
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Friday. The U.S. launched 60 more trade investigations last night, as the Trump administration continues to look for ways to replace the president’s now-overturned duties. The new probes focus on forced labor trade practices. Stock futures are higher this morning after…
There has been well over a billion dollars in contracts handed out in the first wave of NFL free agency. Not all of it was spent wisely. It’ll be months or even years, of course, before we know the full damage caused by some of the deals in this year’s free-agent frenzy. But at first…
