The World Economic Forum, each year, becomes the center of the universe for one week in January in Davos, Switzerland. This year, six CEOs of portfolio companies were interviewed on CNBC throughout the week. They discussed topics ranging from artificial intelligence to America’s housing affordability crisis. Here is what they had to say. 1. Amazon…
We get so caught up in the buzz and the sizzle that we forget about the steak, especially in this era of GLP-1s, which have revolutionized the treatment of diabetes and obesity and are being studied for so many more diseases and conditions. That’s my chief takeaway from meeting with 15 different CEOs, a dozen…
Stocks finished last week slightly lower as the market battled a series of political headlines and policy news. To start the week, Federal Reserve Chairman Jerome Powell said he is under criminal investigation by the Trump administration related to the $2.5 billion renovation at central bank headquarters in Washington, D.C. The market didn’t like the…
Wall Street had a stellar first full trading week of 2026, shaking off a barrage of uncertainty caused by President Donald Trump ‘s social media posts and the surprise military operation in Venezuela. The S & P 500 turned in a record high close Friday, following weaker-than-expected December job growth. The government reported that nonfarm…
Cybersecurity stocks were soaring Wednesday — for both fundamental and technical reasons — following a rough performance in the final weeks of 2025. The big question: Is the bottom in? Shares of Club names CrowdStrike and Palo Alto Networks were each up roughly 4.5% in the third session of an early 2026 rally. Despite the…
I am tired of the lies, exaggerations, and dispersions that are constantly told in the assault on the stocks of companies tied to generative artificial intelligence and accelerated computing: They will dominate in 2026, just as they have since ChatGPT came on the scene four years ago. I want to straighten out some of these…
The stars look like they’re finally aligning in 2026 for Home Depot — one of seven out-of-favor portfolio stocks that Jim Cramer has called a buy. Although shares are down nearly 11% year-to-date, three recent developments point toward a recovery for the home improvement retailer. 1. November’s cooler-than-expected consumer price index (CPI) is helping the…
The stock market broke records during the holiday-shortened trading week. The S & P 500 hit an all-time intraday high Friday but closed slightly lower. Nevertheless, the index rose 1.4% last week, padding an almost 18% year to date advance. Economic data last week lifted investor spirits, with weekly jobless claims, as well as third-quarter…
Crippling high beef prices are being felt by everyone. Tyson Foods , for example, announced plans last month to close its beef plant in Lexington, Nebraska. Roughly 3,200 workers will lose their jobs at what had long been the area’s largest employer. The Wall Street Journal on Tuesday ran a sobering story about the ripple…
Remember Nvidia? I want to do the unthinkable: give you the rap on Nvidia spouted by the myriad short sellers who seem to want to break this company’s stock and its intellectual property abilities. It’s daunting and, to some degree, beleaguering even for me, its principal supporter in the media. It’s a brutal parade of…
