Friday, October 31, 2025
As big tech pushes AI spending to the max, you may be helping to pay for it
Big tech companies including Meta, Alphabet and Amazon are spending billions on AI, but they're not the only ones paying for it as software fees rise.
Thursday, October 30, 2025
Honeywell's spin-off starts trading — plus, Goldman CEO's outlook on the economy
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
Wednesday, October 29, 2025
Market moves after the Fed rate cut — plus, two price target hikes on big-name stocks
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
Fed cuts rates for the second time this year, will end balance sheet run-off in December
The Federal Reserve on Wednesday released its interest decision following a two-day meeting.
Tuesday, October 28, 2025
Eli Lilly is stockpiling its weight loss pill, plus Nvidia reveals new partners
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
Monday, October 27, 2025
A brewing trifecta drives the stock market to record highs — plus, the treasure hunt at TJX
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
Sunday, October 26, 2025
South Korean markets lead regional gains after U.S.-China trade talks show progress
Asia-Pacific markets traded higher Monday, led by South Korea, after top U.S. and Chinese trade negotiators hashed out a framework on several disputed issues.
Invest in stocks and avoid 1990s-like speculation that seems so tempting
Let's go over something I have been meaning to talk about for ages.
How a cheese ban drove a new wedge between the UK and EU
British holidaymakers travelling to the EU were warned not to bring home foodstuffs like cheese, chorizo and salami, or even sandwiches containing banned products.
Saturday, October 25, 2025
Trump names Michael Selig to chair CFTC; Selig cites crypto capital goal
U.S. President Donald Trump has picked Michael Selig as the Commodity Futures Trading Commission's chair, an administration official and Selig himself said.
Exxon Mobil sues California over climate disclosure laws
Exxon Mobil is suing the state of California over a pair of 2023 climate disclosure laws that the company says infringe upon its free speech rights.
Friday, October 24, 2025
Here's where the economy is starting to show 'K-shaped' bifurcation
Americans are increasingly diverging in their spending, with wealthier shoppers flexing their purchasing power while lower-income customers start to pull back.
Earnings beats are up this quarter, but next week's lineup is the true test
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
Thursday, October 23, 2025
Sen. Elizabeth Warren slams Trump pardon of Binance founder Changpeng Zhao: CNBC Crypto World
On today's episode of CNBC Crypto World, major cryptocurrencies rebound from Wednesday's pullback. Plus, the White House said that President Trump has pardoned Binance founder Changpeng Zhao, who previously pleaded guilty to enabling money laundering while serving as CEO of the crypto exchange. And, Georgios Vlachos, the co-founder of the Axelar Network, explains the factors driving crypto's recent volatility.
These top dividend stock picks can help power your portfolio higher, says investor Kevin Simpson
Investors looking to earn income and keep pace with inflation should turn to dividend-growth stocks, according to investor Kevin Simpson.
OpenAI buys AI startup that built interface for Apple computers
With Thursday's acquisition, all 12 employees from Software Applications Incorporated will join OpenAI.
Wednesday, October 22, 2025
A resilient consumer isn't an all-clear for investing in retail and restaurant stocks
Investors need to understand both the economic big picture and company-specific factors.
The OpenAI halo gives GE Vernova a needed lift, plus what's behind Meta's moves
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
Western Alliance CEO says alleged loan fraud is 'incredibly frustrating' but isolated issue
Regional banks are getting a reprieve this week after Western Alliance and Zions reported results that didn't include any new loan meltdowns.
Tuesday, October 21, 2025
We're downgrading a rebounding stock — plus, aerospace earnings good for Honeywell
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
Monday, October 20, 2025
Why year-end is popular timing for Roth conversions — and when to make an exception
Roth conversions are a popular year-end tax strategy for younger retirees. Here is why it typically makes sense to wait until fourth quarter.
Lots of positives behind Monday's market rally — plus, Disney gets mostly good marks
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
Sunday, October 19, 2025
These fund managers are betting against sterling as fears grow over UK outlook
Fund managers are shorting the U.K. currency as Finance Minister Rachel Reeves grapples with looming fiscal challenges.
X lawsuit vs. Apple and OpenAI stays in Fort Worth, Texas; judge suggests they move there
The Elon Musk companies X and xAI are not based in Fort Worth. But they sued Apple and OpenAI there for some reason.
Here are the 3 big things we're watching in the stock market in this week
We'll hear from five stocks in the Club portfolio, and the CPI report is finally due out.
Saturday, October 18, 2025
Companies are blaming AI for job cuts. Critics say it’s a 'good excuse'
Workers are spooked as firms declare AI driven layoffs, but some critics tell CNBC that the current reductions may be a "market clearance' due to overhiring.
U.S. warns Hamas planning attack on Palestinian civilians in apparent violation of Gaza ceasefire
The U.S. State Department said Saturday that it has "credible reports" that Hamas could violate the ceasefire with an attack on Palestinian civilians in Gaza.
Close to half of Kalshi user base experienced glitches, delays during Saturday college football games
Kalshi, which allows users to bet on real-world events, experienced sporadic delays on Saturday, with some bettors unable to process orders.
U.S. will send survivors of strike on suspected drug vessel back to Ecuador and Colombia, Trump says
Two survivors of a military strike on a suspected drug-carrying vessel in the Caribbean will be sent to their home countries, President Donald Trump said.
Friday, October 17, 2025
History shows there's a high chance that gold eases next week, says Carter Worth
Spot gold has advanced for a ninth consecutive week — an exceedingly rare circumstance, says Carter Worth.
‘The tide went out’: How a string of bad loans has bank investors hunting for hidden risks
Investors are focused on a specific type of lending made by banks to non-depository financial institutions, or NDFIs, as the source of possible contagion.
Thursday, October 16, 2025
Oracle stock rises as company confirms Meta cloud deal
In 30 days during the current quarter, Oracle contracted $65 billion in new cloud infrastructure commitments, one of Oracle's CEOs told analysts on Thursday.
Bad loan worries hit stocks — plus, spin-offs, smartphones, and health care
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
Wednesday, October 15, 2025
Big banks like JPMorgan Chase and Goldman Sachs are already using AI to hire fewer people
Even during a blockbuster year for Wall Street as trading and investment banking spins off billions of dollars in revenue, the banks are hiring fewer people.
Kristi Noem’s shutdown airport video may violate Hatch Act, Sen. Cantwell warns
Multiple airports refuse to show Homeland Security Secretary Kristi Noem's video blaming Democrats for the government shutdown because of its political tone.
Big banks like JPMorgan Chase and Goldman Sachs are already using AI to hire fewer people
Even during a blockbuster year for Wall Street as trading and investment banking spins off billions of dollars in revenue, the banks are hiring fewer people.
Tuesday, October 14, 2025
Walmart goes after Amazon on AI shopping — plus, 3 bits of great Boeing news
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
Social Security COLA for 2026: Agency confirms when to expect announcement
Millions of Social Security beneficiaries will find out on Oct. 24 how much their monthly payments will increase in 2026 due to the government shutdown.
Monday, October 13, 2025
How Broadcom's big OpenAI deal fits into the data center boom and what it means for the AI trade
Kicking off the week with a bang, OpenAI announced another massive data center buildout partnership.
Sunday, October 12, 2025
There's a brewing risk to the stock market rally — and it's not the flare-up in China trade tensions
In his Sunday column for Investing Club subscribers, Jim Cramer highlighted a risk to the market rally that goes beyond U.S.-China tensions.
AG Pam Bondi embraces SNL spoof of her and DHS Sec. Kristi Noem: 'Loving Amy Poehler!'
The "Saturday Night Live" skit spoofed Pam Bondi's stonewalling, Kristi Noem's history of killing a dog, and President Donald Trump's preferred hair color.
Government shutdown: Vance says 'fraud' is rife in ACA tax credits use
Democrats want any government funding bill include an extension for enhanced Obamacare subsidies, which are set to expire at the end of this year.
Saturday, October 11, 2025
China defends rare earth export curbs as ‘legitimate,’ hits back at U.S. tariffs ahead of possible Trump-Xi meeting
The Chinese Ministry of Commerce said the controls, issued Oct. 9, were part of Beijing's effort to "better safeguard world peace and regional stability."
Diane Keaton, Oscar-winning star of ‘Annie Hall’ and ‘The Godfather’ series, has died at 79
Diane Keaton, whose quirky, vibrant manner and depth made her one of the most singular actors of a generation, has died. She was 79.
Airlines waive flight-change fees for East Coast flights ahead of storm
U.S. airlines waived fare differences and change fees for more than a dozen airports ahead of an incoming coastal storm.
Trump says administration has 'identified funds' to pay troops during shutdown
President Donald Trump on Saturday said his administration has "identified funds" to pay troops next week despite the federal government shutdown.
Friday, October 10, 2025
Blast at Tennessee explosives plant leaves multiple dead, others missing
Multiple people are dead and several others are unaccounted for after a blast on Friday morning in Tennessee at a military explosives plant, according to law enforcement.
Thursday, October 9, 2025
Nike, Starbucks score well among teen shoppers — and Microsoft has fans in the C-suite
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
Wednesday, October 8, 2025
Stocks bounce back, Linde impresses analysts, and Amazon announces Rx kiosks
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
Divided Fed officials saw another two interest rate cuts by the end of 2025, minutes show
Officials were strongly inclined to lower rates, with the only dispute seeming to be over how many cuts were coming.
Tuesday, October 7, 2025
Consumer outlook sours as inflation expectations rise, New York Fed survey finds
Americans are increasingly pessimistic about their financial future as a wave of economic uncertainty takes hold.
Monday, October 6, 2025
We're adding a stock riding the AI buildout wave to our Bullpen watchlist
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
Sunday, October 5, 2025
U.S. tech giants hit pause on India data center deals under weight of trade uncertainty
India’s data center boom has hit a pause as U.S. Big Tech companies rethink billion-dollar projects, wary of trade, visa fees, and a geopolitical chill.
Japan stocks hit record high after ruling party picks pro-stimulus Sanae Takaichi
Japan equities jumped after the country's ruling Liberal Democratic Party elected staunch conservative Sanae Takaichi as its new leader Saturday.
When it seems nothing can take the stock market down, follow this one rule
Here's why there appears to be no end to this speculative bull market, which encompasses all things data center. And, what to do about it.
Saturday, October 4, 2025
Global week ahead: Bull markets, bubbles and 'Swiftonomics'
The U.S. government shutdown has stoked worries about its adverse impact globally, but it has not hit the risk-on sentiment across major equity markets.
NFL analyst Mark Sanchez is hospitalized in stable condition after a stabbing in Indianapolis
Former NFL quarterback and current Fox Sports analyst Mark Sanchez was apparently stabbed in an overnight altercation in downtown Indianapolis.
Automaker Stellantis planning $10 billion in U.S. investments, Bloomberg News reports
Automaker Stellantis is planning to invest about $10 billion in the U.S., Bloomberg News reported on Saturday, citing people familiar with the situation.
Friday, October 3, 2025
S&P 500 record close Friday is down to the wire — plus, Amazon is more than just cloud
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
Thursday, October 2, 2025
FDA approves another generic abortion pill, prompting outrage from conservatives
Federal officials have approved another generic version of the abortion pill mifepristone, a regulatory formality that quickly triggered pushback from anti-abortion groups and politicians aligned with the Trump administration.
Elon Musk is telling his followers to cancel Netflix subscriptions. Here's what's happening
Elon Musk this week urged his followers to cancel their Netflix subscriptions over a controversy surrounding an animated show and its creator.
Bitcoin crosses above $120,000 for the first time since August: CNBC Crypto World
On today's episode of CNBC Crypto World, digital currencies rise as the U.S. government shutdown continues. Plus, Robinhood CEO Vlad Tenev says that tokenized stocks could face mass adoption. And, Bart Smith of Avalanche Treasury Co. discusses why the firm chose AVAX for its digital asset treasury business.
Nvidia heads for 6-day win streak, and BlackRock gets ringing analyst endorsement
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
Wednesday, October 1, 2025
Defense spending is surging. These under-the-radar stocks offer exposure, Bank of America says
Bank of America found stocks investors can buy in order to gain exposure to the defense sector, which is growing amid heightened geopolitical tensions.
Subscribe to:
Comments (Atom)