Kiyoshi Ota | Bloomberg | Getty Images Shares of Mizuho Financial Group fell as much as 7.7% on Monday after the Japanese lender clarified that it has yet to decide on an investment in Rakuten Bank. The clarification came after Yomiuri Shimbun reported Sunday that Mizuho planned to make additional investments in the major online bank, citing…
As investors worry about all of the companies that AI will wipe out, they are rotating into the ones that AI will have a harder time disrupting. And the HALO trade, as it is called, is working. HALO, which stands for “heavy assets, low obsolescence,” was coined by Josh Brown, co-founder and CEO of Ritholtz…
A general view of the Hong Kong skyline in fog on March 29, 2026 in Hong Kong, China. Sawayasu Tsuji | Getty Images News | Getty Images Asia-Pacific markets fell Monday as investors weighed renewed geopolitical tensions after U.S. President Donald Trump warned Iran to “get moving, FAST,” raising fears of further escalation in the…
Coal could come back. That was my insight, or more, my instinct, after interviewing Kenny Young, the CEO and seven-year veteran of Babcock & Wilcox , the 160-year-old boiler manufacturer turned engineering and construction company. Young wanted to talk about the surging demand for power spurred by the data center boom. So did I. B…
The earnings season has revived investors’ interest in artificial intelligence trades. Robust spending and strong demand for AI infrastructure have reinforced analysts’ confidence in several stocks. Top Wall Street analysts can help investors choose the right stock with strong long-term prospects, as these experts assign their ratings after evaluating all key aspects of a company’s…
Here we go again: Nvidia earnings week is upon us. The world’s most valuable company and the leading maker of artificial intelligence chips will deliver first-quarter earnings on Wednesday night. Of course, it will drive a ton of the action on Wall Street this week. But it’s certainly not the only thing on our radar….
Artificial intelligence has ushered in a bull run in stocks that has taken the broader market to new heights. Companies that have tied workforce reductions to the new technology, however, haven’t always fared so well. CNBC compiled a list of 23 S&P 500 firms across multiple sectors and industries to see how their stocks fared…
China and the United States have provided critical support to the oil market and helped ease the huge supply disruption in the Middle East and kept energy prices from surging even higher. The oil market has lost about 10 million barrels per day (bpd) of exports from the Persian Gulf due to Iran’s blockade of…
BEIJING — U.S. President Donald Trump has kept up an uneasy silence about Taiwan following his meeting with Chinese leader Xi Jinping this week, despite the U.S.’ announcement in December of a record $11 billion in arms sales to the island against Beijing’s wishes. Trump had said the Taiwan arms sales would be on the…
President Donald Trump has been considered the ultimate stock market president, overseeing an expansion to numerous record highs while serving as a catalyst for major declines. Within the first two months of Trump’s second term, the S&P 500 experienced one of the fastest falls to correction territory since World War II, spurred primarily by uncertainty…
