When you get as many things going wrong as there are right now, you do not think about opportunity; you think about safety. I get that. We have the most uncertain of times in the Mideast after the U.S. and Israel attacked Iran this weekend. We have a man-made inflationary event — the closing of…
On Friday, the CNBC Investing Club held its February Monthly Meeting, where Jim Cramer and Director of Portfolio Analysis ran through each stock in the portfolio. Jim put a special focus on the Club stocks within the artificial intelligence trade. He’s dubbed them the “Fourth Industrial Revolution stocks,” borrowing the term from Nvidia CEO Jensen…
A massive market snapback on Friday couldn’t erase all of the week’s damage. After several days of selling, the tech sector roared back, with the Nasdaq gaining over 2% on Friday. Chipmakers Nvidia and Broadcom led the way, with gains of 7.8% and 7.2%, respectively. The broad-based S & P 500 rose nearly 2% in…
President Donald Trump makes an announcement from the Oval Office at the White House in Washington, Nov. 6, 2025. Jonathan Ernst | Reuters President Donald Trump on Thursday announced the launch of TrumpRx — a direct-to-consumer website that is key to his administration’s efforts to lower prescription drug costs in the U.S. The president said…
Jim Cramer and Jeff Marks, the Club’s director of portfolio analysis, on Thursday delivered updates on all 34 Club holdings during the January Monthly Meeting. Here are the highlights from the first meeting of 2026, starting with our four turnaround stories: 4 turnaround plays Nike: The apparel and sneaker retailer has shown real signs of…
This report is from this week’s CNBC’s UK Exchange newsletter. Like what you see? You can subscribe here. The dispatch British diplomats have long prided themselves on the so-called “special relationship” with the United States. The phrase was coined by Winston Churchill, Britain’s inspirational wartime leader, when in March 1946 he famously described how an “iron curtain” had descended across…
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…
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…
The new year on Wall Street officially kicks into high gear this week, with three things we’re going to be watching. The financial firms usher in the start of earnings season, the government delivers key inflation data, and JPMorgan holds a major health-care conference. 1. Club earnings: Wells Fargo reports fourth-quarter 2025 numbers before Wednesday’s…
Heidi Overton, Novo Nordisk CEO Maziar “Mike” Doustdar, Eli Lilly CEO David Ricks and Secretary of Commerce Howard Lutnick listen while President Donald Trump announces a deal with Eli Lilly and Novo Nordisk to reduce the prices of GLP-1 weight loss drugs during an event in the Oval Office at the White House in Washington,…
