My top 10 things to watch Monday, July 27 1. Futures are surging this morning , and oil prices are tumbling after the U.S. and Iran paused fighting over the weekend. Nasdaq is leading the way, up about 1.4%. WTI crude is down about 7% to under $84 a barrel, on pace for its biggest…
It’s not the spend, it’s the return. That’s what Friday’s technology stock plunge said. I think it just might be the most significant tech selloff in more than a year. We need to know — potentially — what we are facing. We need to know if the trillion-dollar spigot is drying up — or it…
Amazon , Meta Platforms , Microsoft and Apple headline the busiest week of this summer earnings season. Plus, the Federal Reserve holds its July policy meeting, which adds intrigue following rekindled Middle East tensions. 1. Earnings: We’ve got 10 Club names reporting this week, including the other three hyperscalers on the heels of Alphabet earnings…
A man looks over the plunging stock market indices at the Nasdaq MarketSite, December 20, 2000, in New York City’s Times Square. Chris Hondros | Hulton Archive | Getty Images While baby boomers hog most of the attention in conversations about retirement, Gen Xers are marching toward the same destination, and in many cases, without…
It was a tough week for stocks, as investors navigated everything from escalating tensions in the Middle East to key tech earnings reports to healthcare developments. Logging their second straight weekly losses, the S & P 500 slipped 0.6%, while the tech-heavy Nasdaq fell 2.1%. Here’s a closer look at what drove the trading action….
Anthropic on Friday announced its latest artificial intelligence model, Claude Opus 5, which it said is its best-performing and most cost-effective offering across a number of industry benchmarks. Opus 5 outperforms the last model that Anthropic released, Claude Fable 5, on coding and knowledge work evaluations, and the company said it’s “designed to be used…
One down, three to go. Alphabet kicked off Big Tech earnings this week — telling Wall Street it plans to spend even more than previously expected on artificial intelligence. Now, the question is whether fellow Club names Amazon , Meta Platforms, and Microsoft will follow suit when they report next week. “Capex trends are going…
Investors are getting increasingly uncomfortable with the amount of capital needed to make the artificial intelligence buildout a reality. It’s playing out in real time in the bond market, where the biggest names involved in the blitz — Google, Amazon and Meta — are seeing credit spreads widen as fixed-income investors demand more reward to…
Dara Khosrowshahi, CEO of UBER, speaking on CNBC’s Squawk Box at the World Economic Forum in Davos, Switzerland on Jan. 22nd, 2026. Oscar Molina | CNBC For the past three years, Uber and Alphabet-owned Waymo have partnered to bring driverless rides to passengers in two major U.S. markets. That relationship is now undergoing some changes….
From left, Sundar Pichai, CEO of Alphabet; Satya Nadella, CEO of Microsoft; Andy Jassy, CEO of Amazon; and Mark Zuckerberg, CEO of Meta. Damian Lemanski | David Ryder | Bloomberg | Getty Images | CNBC | Manuel Orbegozo | Reuters The race to build artificial intelligence infrastructure at a trillion-dollar annual clip is eroding the…
