Market pricing in perfection, warns Verdence CIO

The market may be trading around record highs, but the Verdence Capital Advisors CIO is worried trouble is lurking. Megan Horneman, who oversees $4.1 billion in assets under management, thinks there’s too much complacency around the Aug. 1 U.S. trade deadline. “This market is pricing in the perfect situation,” she told CNBC’s “Fast Money” on…

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China AI action plan

Chinese Premier Li Qiang spoke at the opening of the World Artificial Intelligence Conference in Shanghai on Saturday, July 26, 2025. Bloomberg | Bloomberg | Getty Images SHANGHAI — The tech race between the world’s two largest economies just intensified. China on Saturday released a global action plan for artificial intelligence, calling for international cooperation…

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What worries media mogul Rogers

Former NBC Cable President Tom Rogers is dialing back his bullishness on Netflix. The media trailblazer, who was a self-proclaimed “raging bull” on Netflix, told CNBC’s “Fast Money” this week he’s starting to worry — and listed competition with free content on YouTube as a headwind. “[Netflix] still [has] more hit shows than all the…

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Under Trump, U.S. an active investor at scale not seen outside major crises

The Trump administration has taken direct stakes in companies on a scale rarely seen in the U.S. outside wartime or economic crisis, pushing a Republican Party that traditionally championed free-market capitalism to embrace state intervention in industries viewed as important for national security. Japan’s Nippon Steel agreed to give President Donald Trump a “golden share”…

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Fed meeting, nonfarm payrolls, Big Tech earnings

Next week could be a game changer for Wall Street, CNBC’s Jim Cramer said. He told investors to pay attention to a slew of market-moving events, including the Federal Reserve’s meeting, the latest nonfarm payroll report and earnings tech titans Apple, Amazon, Meta and Microsoft. “Next week, no hyperbole, is pivotal. It’s significant. I’m willing…

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