Trump yanks Republicans toward economic populism

U.S. President Donald Trump gestures as he arrives to address House Republicans at their annual issues conference retreat, at the Kennedy Center, renamed the Trump-Kennedy Center by the Trump-appointed board of directors, in Washington, D.C., U.S., January 6, 2026. Kevin Lamarque | Reuters President Donald Trump and Republicans are down in the polls with less…

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China’s ban on cybersecurity software roils three stocks — our view

Geopolitical tensions are shaking the cybersecurity tape, impacting Club names Palo Alto Networks , CrowdStrike , and Broadcom . But they’re not changing our investment theses. Reuters reported Wednesday that Chinese authorities have told domestic companies to stop using cybersecurity software from a handful of U.S. and Israeli firms, including Palo Alto Networks, CrowdStrike, Fortinet,…

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Novo Nordisk CEO talks GLP-1 pill at JPMorgan conference

A version of this article first appeared in CNBC’s Healthy Returns newsletter, which brings the latest health-care news straight to your inbox. Subscribe here to receive future editions. Good morning from San Francisco! It’s day three of the annual JPMorgan Healthcare Conference — the biggest gathering of biotech and pharma execs, investors and analysts in…

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