Smaller companies are rising quickly to challenge Big Tech as AI’s best trade
Artificial intelligence is no longer a narrow technology trade. It is reshaping energy markets, infrastructure spending, and portfolio construction. Investors ...
Tag: Investment strategy
FIIs dump Rs 22,530 crore worth of domestic shares in first fortnight of January
Foreign institutional investors (FIIs) sold domestic equities worth Rs 22,530 crore in the first fortnight of January, extending their selling ...
Trump threatens to sue JPMorgan Chase for ‘debanking’ him
Jamie Dimon, Chairman and CEO, JPMorganChase, speaks during the Reagan National Defense Forum at the Ronald Reagan Presidential Library in ...
Airlines to save big money on fuel as new weight loss pills gain popularity, Wall Street says
Celsopupo | Istock | Getty ImagesWall Street is finding an unexpected beneficiary of America's weight loss boom: airlines.With the first ...
The energy trade that excites VanEck’s CEO — and it’s not oil
A major exchange-traded fund manager suggests the oil trade won't provide much upside ahead.VanEck CEO Jan van Eck isn't excited ...
Hassett pivots to possible ‘Trump cards’ amid credit card interest rate battle with banks
Kevin Hassett, director of the National Economic Council, speaks to members of the media outside the White House in Washington, ...
AI chip trade, Saks’ bankruptcy woes, Trump’s health-care plan and more in Morning Squawk
This is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.Happy Friday. This week isn't even over yet, ...
Goldman Sachs CEO is looking at how the Wall Street bank can get involved in prediction markets
Goldman Sachs CEO David Solomon speaks during an interview at the Economic Club of Washington, Oct. 30, 2025.Kevin Lamarque | ...
Morgan Stanley earnings top estimates driven by wealth management
People walk past Morgan Stanley global headquarters in Manhattan on March 20, 2025 in New York City. Spencer Platt | Getty ...
Goldman Sachs is about to report fourth-quarter earnings — here’s what the Street expects
Goldman Sachs CEO David Solomon speaks during an interview at the Economic Club of Washington in Washington, D.C., U.S., Oct. ...
