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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Likely to adjust offer to all-cash

Netflix is likely to amend its offer for Warner Bros. Discovery’s assets, making an all-cash bid, CNBC’s David Faber reported on Wednesday. In December, Netflix reached a deal to purchase WBD’s streaming platform HBO Max and the Warner Bros. film studio in a transaction comprised of cash and stock. The deal is currently valued at…

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Volume of freight trade could hinge on decision

A demonstrator outside the US Supreme Court in Washington, DC, US, on Wednesday, Nov. 5, 2025. Eric Lee | Bloomberg | Getty Images The looming U.S. Supreme Court decision on the legality of many of President Donald Trump‘s tariffs has companies on edge as they eye potential refunds, but the ruling also could quickly influence…

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Citigroup (C) earnings Q4 2025

Citigroup on Wednesday posted fourth quarter results that topped expectations as the lender reaped more interest income and set aside less money for troubled loans than analysts had expected. Here’s what the company reported: Adjusted earnings: $1.81 a share vs. $1.67 LSEG estimate Adjusted revenue: $21.0 billion vs. expected $20.72 billion The company said net…

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Bank of America (BAC) Q4 2025 earnings

Brian Moynihan, Chairman and CEO of Bank of America, speaks with Economic Club of Washington Chair David Rubenstein at an event at the Ritz-Carlton on February 25, 2025 in Washington, DC. Anna Moneymaker | Getty Images Bank of America on Wednesday posted fourth-quarter earnings that topped analysts’ expectations on gains from net interest income and…

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