Monday, May 25, 2026

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.

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