Sunday, May 31, 2026
Experimental pill promises new hope for deadly pancreatic cancer
Those taking daraxonrasib lived for a median of 13.2 months compared with 6.7 months for chemotherapy recipients.
Berkshire Hathaway to buy U.S. homebuilder Taylor Morrison for $8.5 billion
The offer represents a premium of about 24% to Taylor Morrison's closing stock price of $58.50 on Friday.
Disney is poised to ramp its already booming advertising business. Rita Ferro is behind the push
Disney is selling ads for the Super Bowl, Oscars and Grammys in 2027, all major advertising revenue drivers. Global ad president Rita Ferro is leading the charge.
Defense spending, China in Asia and lessons from Ukraine: Takeways from the 2026 IISS Shangri-La Dialogue
The summit sees top world leaders, defence officials and key executives gathering in Singapore from May 29 to 31
Saturday, May 30, 2026
Japan seeks candid dialog, defense minister says, rejecting 'neo-militarism' claims
Koizumi calls for transparency and dialog as he addresses tensions in the region.
Trump plans to appeal order allowing all importers that paid struck-down tariffs to seek refunds
The Trump administration said it intended to appeal a judge's order allowing all companies that paid the invalidated duties to seek refunds.
Friday, May 29, 2026
Morgan Stanley says these 'dividend hopefuls' are poised to outperform if they initiate a payout
Dividend stocks may help boost investor returns over time, and Morgan Stanley thinks a number of companies are in a position to begin paying them.
Tokens or humans? The new corporate trade-off
AI is costing far more than companies expected, forcing CFOs into a new trade-off between tokens and humans and posing a risk the market hasn't priced in.
Thursday, May 28, 2026
Red-hot Arm Holdings soars to another all-time high. What's fueling the move this time?
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
CFTC sues Rhode Island over actions against prediction markets
It marks the seventh state the commission has sued in a dispute over who has the right to regulate event contract platforms.
Wednesday, May 27, 2026
Bears load up bets against small-cap stocks ahead of economic data releases
Despite a 40% rally the past year – compared to 27% in the S&P 500 and 39% in the Nasdaq-100 – options traders look the most bearish on the Russell 2000.
Tuesday, May 26, 2026
Piper Sandler says Strait of Hormuz to remain closed for months and oil to hit new highs
Prolonged closure of Strait of Hormuz could send crude oil prices to new highs this summer.
Why oil prices matter so much to DuPont, and the big earnings report to watch tonight
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
Monday, May 25, 2026
South Korea's Kospi hits fresh record as hopes of U.S.-Iran breakthrough rise
Asia-Pacific markets were set to open broadly higher Tuesday, amid hopes for a breakthrough in the U.S.-Iran peace negotiations.
CNBC's The China Connection newsletter: Tariffs eased. Trust didn't.
As the largest consumer market globally, the U.S. still remains a prized destination for Chinese companies that are finding ways to address local concerns.
Trump not rushing Iran deal, whacks critics as 'losers'
The president said the U.S. naval blockade of Iranian ports would remain in effect until "an agreement is reached, certified, and signed."
Sunday, May 24, 2026
Beware the boom and bust cycle of memory stocks, investors warn amid AI boom
"In the long run, it's a pretty dreadful industry," William de Gale of BlueBox Asset Management, told CNBC's Europe Early Edition on Wednesday.
Japan’s Nikkei 225 tops 64,000 for first time as oil falls on Hormuz reopening hopes
Japan’s Nikkei 225 breached 64,000 for the first time Monday as a sharp decline in oil prices lifted risk sentiment in holiday-thinned trading.
Oil prices fall 5% after Trump says Iran talks proceeding in a 'constructive manner'
Trump had said an agreement with Iran to open the Strait of Hormuz, among other issues, was largely negotiated and would be announced soon.
Space rockets, satellites, data centers and Grok: What's the right S&P sector index for SpaceX?
What S&P Sector is SpaceX likely to be in once it launches on the public markets.
The Middle East war is testing the Gulf's ambitions to become an AI hub
Attacks on data centers in the Middle East and persistently high energy prices have altered the calculus for operators of the facilities, analysts say.
Saturday, May 23, 2026
California chemical tank near Disneyland at risk of exploding, 40,000 residents are ordered to evacuate
Garden Groves is next to Anaheim, home to Disneyland's two theme parks, which were not under evacuation orders as the Memorial Day weekend got underway.
'Fjord,' Norway-set drama about political polarization, wins Palme d’Or at Cannes
"Fjord" found wide admiration for its engrossing tale of what Mungiu called "left-wing fundamentalism."
Friday, May 22, 2026
Judge tosses Kilmar Abrego Garcia charges, calls Trump administration prosecution 'vindictive'
A judge found Trump’s DOJ targeted Kilmar Abrego Garcia after he challenged his mistaken deportation to El Salvador.
Disney's 'Star Wars: The Mandalorian and Grogu' tallies lowest Thursday preview sales in franchise history
Disney's "Star Wars: The Mandalorian and Grogu" tallied $12 million in Thursday night previews, the lowest collection of advanced tickets in franchise history.
Thursday, May 21, 2026
Oura, smart ring maker, files confidentially for IPO
Oura, the maker of the health and wellness tracking smart ring, has confidentially filed for an IPO with the SEC.
How Walmart's gas price warning shapes our retail outlook — plus, Honeywell's quantum connection
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
SpaceX, OpenAI valuations would mean they leapfrog Berkshire Hathaway on first day of trading
Traders on prediction market Polymarket think SpaceX, OpenAI and Anthropic on their first day of trading will surpass valuations of at least $1.4 trillion.
Wednesday, May 20, 2026
Stocks rally and oil falls. Plus, the implications of Samsung averting a strike
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
Fed officials see rate hike ahead if inflation stays elevated, minutes show
A majority of officials anticipated that interest rate increases would be necessary if the Iran war continued to aggravate inflation.
Tuesday, May 19, 2026
Pentagon taps Shield AI for low-cost drone program as Iran war accelerates demand for cheap drones
Shield AI is fresh off a $1 billion funding round, which valued the company at $12.7 billion
New data boosts our confidence in Lilly's obesity pill. Plus, Google's new AI features
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
Monday, May 18, 2026
Nvidia bulls mount uphill battle into earnings
Call volume outpaced puts by more than double on Monday, though more calls were exchanged at the bid or below, meaning likely sold.
Britain’s prospective next PM tries to placate bond markets after sell-off, gilts steady
The U.K.'s would-be prime minister, Andy Burnham, is being closely watched by bond markets.
Sunday, May 17, 2026
AI's insatiable appetite for electricity could revive a forsaken energy source
President Trump and Energy Secretary Chris Wright are working hard to keep coal alive as part of a robust grid.
One of the market's hottest stock themes is buying everything AI can't replace
The search for HALO stocks is a hot theme in the stock market. There is now an ETF to invest in it.
Top Wall Street analysts suggest these 3 stocks for their long-term prospects
Robust spending and strong demand for AI infrastructure have reinforced analysts' confidence in several stocks after earnings season.
Abu Dhabi says drone strike caused fire at nuclear power plant, no injuries or safety impacted
The drone struck an electrical generator outside the inner perimeter of the plant, but radiological levels were unaffected, Abu Dhabi's media office says.
Friday, May 15, 2026
Can the S&P 500 hold on for a 7th weekly gain? Plus, Friday's best and worst stocks
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
Thursday, May 14, 2026
UFC's Dana White urges Trump to reverse gambling tax law. His letter moved the prediction market
In the letter, Dana White said that the cap is already starting to create problems for the gambling industry.
Some short sellers are seeing opportunity in this tech mania. How they're spotting fake AI stocks
Hedge fund managers said the current environment — fueled by aggressive spending on AI — is creating a fertile backdrop for bearish wagers
Wednesday, May 13, 2026
Beer demand stumbles as gas prices surge, data show
U.S. beer sales slump as higher gas prices squeeze consumers, with convenience stores and high-fuel-cost states seeing the sharpest declines.
Kevin Warsh wins Senate confirmation as the next Federal Reserve chair
In the most divisive vote ever for a Fed chair, Warsh, 56, won confirmation to take over for Jerome Powell.
Tuesday, May 12, 2026
Greenlight’s David Einhorn pitches five turnaround stocks at Sohn, from AI to infrastructure
The Greenlight Capital founder pitched five investment ideas in New York, focusing on companies he said are in a transitional period with catalysts for growth.
Waymo recalls 3,800 robotaxis after glitch allowed some vehicles to 'drive into standing water'
Waymo issued a voluntary recall of about 3,800 of its robotaxis to fix software issues that could allow them to drive into flooded roadways.
Companies start getting tariff refunds after Supreme Court decision
After the Supreme Court ruled some of President Trump's tariffs unconstitutional, the first wave of tariff refunds have begun flowing in.
Traders believe inflation could near 5% this year
Prediction markets traders see two-in-three odds that inflation will go above 4.5% this year, and nearly 40% odds that prices will accelerate above 5%.
Monday, May 11, 2026
OpenAI revenue chief Dresser says enterprise AI adoption is 'at a tipping point'
The OpenAI Development Company is a partnership with 19 investment and consultancy firms and is majority-owned and controlled by the startup.
A beat-and-raise is key for Qnity — plus, high stakes for CEOs on Trump China trip
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
Sunday, May 10, 2026
Why pension funds are doubling down on private credit despite deepening cracks
Pension funds are sticking with private credit, and in some cases doubling down even as concerns mount over underwriting standards, valuation opacity and sector concentration.
Cerebras to raise IPO price range to $150 to $160 a share as demand surges, sources say
Cerebras is considering an IPO price range of $150 to $160 a share and raising the number of shares marketed to 30 million from 28 million, Reuters reported.
Netanyahu says Iran war is 'not over' as peace deal remains elusive
The Iran war, dragging into its second month, has spiked oil and gas prices in the U.S. and around the world.
Saudi Aramco Q1 profit jumps 26% as key pipeline reaches capacity amid Iran war
Aramco says its East-West pipeline has helped to mitigate the energy shock caused by the Iran war.
Saturday, May 9, 2026
S&P 500 extends winning streak to 6 weeks. What drove the stock market gains
Investors cheered positive earnings, economic data, and a high-profile AI partnership.
Putin says he thinks the Ukraine conflict is coming to an end
"I think that the matter is coming to an end," Putin told reporters of the Ukraine war.
Friday, May 8, 2026
What an Apple deal to buy Intel chips would mean for the iPhone maker
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
How much further does this Teflon market have to go? Here's what traders say
Traders on prediction markets platform Kalshi place a more than 50% chance that the S&P 500 crosses 8,000 in 2026.
Thursday, May 7, 2026
Software stocks stage a comeback. Plus, why Boeing's CEO going to China matters
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
Wednesday, May 6, 2026
This is what it costs investors to stay in cash — and what to do instead
A recent analysis by BlackRock shows how much income investors are leaving on the table with cash compared to bonds.
Why Boeing and Honeywell are rallying — plus, the AI trade gets another boost
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
Tuesday, May 5, 2026
41% of credit card debt starts with a surprise expense — 3 ways to stay ahead
Unexpected expenses can be, well, expensive. Here's how to prepare to pay for them to avoid credit card debt.
Monday, May 4, 2026
What's behind Eli Lilly's down-and-up day after last week's post-earnings surge
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
Kalshi traders see April jobs report coming in better than economists' estimates
The figure is higher than consensus estimates for 57,000 jobs gained in April, according to analysts polled by FactSet.
Sunday, May 3, 2026
South Korean stocks hit fresh record, building on historic monthly rally in April
Asia markets were set to open mixed Monday as investors assess news of President Donald Trump's plan to "free" ships stranded in the Strait of Hormuz.
Trump says U.S. will 'free' ships trapped in Persian Gulf by Strait of Hormuz closure
Vessels have been largely unable to pass through the Strait of Hormuz for months, disrupting key supply chains.
Big Tech earnings show how big, smart spending can be rewarded by the market
It's obvious from this quarter that the bubble talk has been proven wrong.
Saturday, May 2, 2026
Golden Tempo wins Kentucky Derby as trainer DeVaux makes history
Golden Tempo stormed to victory at the 152nd running of the Kentucky Derby at Churchill Downs on Saturday.
'Godspeed my friend': Inside the final hours of Spirit Airlines
Spirit Airlines ceased operations overnight after a failed government bailout.
Recent inflation data was 'bad news': Chicago Fed's Goolsbee
The Chicago Federal Reserve president said inflation is rising even in service industries.
Danco Laboratories seeks Supreme Court stay of ruling pausing mail-order access to abortion drugs
Danco filed an application with the U.S. Supreme Court, asking for a stay of a ruling that temporarily blocks mail-order access to abortion drug mifepristone.
Friday, May 1, 2026
The market isn't grading all Big Tech earnings the same — here's why
After a big week of mega-cap tech earnings, investors are starting to differentiate AI tech winners from those still proving themselves.
Six months out, control of the Senate is a dead heat, traders on Kalshi say
While Democrats are favored to flip control of the House of Representatives, the upper chamber is a much closer race, traders believe.
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