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News and Insights
News and View
World
Nvidia adds Hyundai, BYD and other automakers to self-driving tech business
Blackstone is a major seller in January commercial real estate deals
NFL, Paramount discussing media deal that could mean CBS pays an extra $1 billion or more
Apollo's John Zito questions private equity's software valuations: 'All the marks are wrong'
Peloton is launching bikes and treadmills for gyms, accelerating commercial strategy
Economy
Bessent says Treasury is not intervening in oil commodities markets and has no authority to do so
Trump signals possible delay to Beijing summit as U.S. pressures China to help reopen Strait of Hormuz
Gig workers feel pain at the pump as gas prices hit 21-month highs
Fourth-quarter GDP revised down to just 0.7% growth; January core inflation was 3.1%
Iran war oil shock stokes fears of 1970s-style stagflation — why this time could be different
EARNINGS
Ulta Beauty stock drops as company reports mixed earnings, gives 2026 guidance
Dick's Sporting Goods issues weak profit guidance as Foot Locker merger weighs on bottom line
Rheinmetall sees sales growth of up to 45% in 2026, says it's in 'prime position' to arm the U.S. amid war in Iran
Oracle stock jumps 10% on earnings beat and increased guidance as cloud revenue climbs 44%
Oracle earnings will show whether its expensive AI bet is starting to pay off
FINANCE
Apollo's John Zito questions private equity's software valuations: 'All the marks are wrong'
Stocks making the biggest moves midday: Nvidia, Peloton, Meta, Dollar Tree & more
China talks up oil sufficiency as Trump seeks Beijing's help on securing Hormuz energy route
Stocks making the biggest moves premarket: Micron Technology, Nebius Group, Dollar Tree & more
Holiday spending, export demand drive China’s economic momentum as Iran war headwinds loom
Technology
Oil relief sparks a stock rally, but Cramer says Nvidia’s AI boom is the real story
Bill Gurley on AI bubble: A bunch of people got rich quick and a reset is coming
Nvidia adds Hyundai, BYD and other automakers to self-driving tech business
Apple acquires video editing company MotionVFX to boost subscribers
Nvidia GTC 2026: CEO Jensen Huang sees $1 trillion in orders for Blackwell and Vera Rubin through '27
Energy
Oil jumps over 2% as doubts linger over U.S.-backed plan to protect Strait of Hormuz shipping
Trump’s warning over Kharg Island raises the stakes for Iran’s oil exports
Trump signals coalition to force open Strait of Hormuz is not ready yet: 'Some are less than enthusiastic'
Oil prices fall as Trump pressures allies to help protect tankers in Strait of Hormuz
Why traders are getting nervous about Iran's $200 oil warning as the conflict drags on
Real Estate
Blackstone is a major seller in January commercial real estate deals
Mortgage rates surge to highest since September, hitting spring housing market
These stocks will benefit from AI and an aging population, Jefferies says. They also pay dividends
'High oil prices are not good for mortgage rates,' economist says. What homebuyers should know
Housing affordability bill clears Senate as investor ban creates headaches
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CEO INTERVIEWS
Dell CEO Michael Dell: I've been through eight DRAM cycles since I started the company
We're seeing an explosion of demand, says ARM CEO Rene Haas
Synopsys CEO Sassine Ghazi sits down with Jim Cramer
Nvidia CEO Jensen Huang: At least $1T backlog through 2027
Each day the Strait of Hormuz stays closed could add $3–$5 to oil prices: Atlantic Council CEO
CNBC MUST WATCH
Hacked? Identity stolen? Here's what to do next
5 things you don't know about your 401(k)
Cramer Remix: A better alternative to your 401(k)
No 401(k)? No problem
David Bowie dies at age 69
