It’s Nvidia earnings week, which means investors will get their clearest read yet on the AI boom. Oh, and there’s also the not-so-small matter of the Fed’s influential confab at Jackson Hole and what it could signal about the future path of interest rates. Those are the biggest market-moving events of the week, but we’ll…
My top 10 things to watch Friday, Aug. 14 — Club portfolio director Jeff Marks wrote today’s newsletter. 1. Stocks are headed for a mixed open following Thursday’s record S & P 500 close. Oil is slightly higher after Treasury Secretary Scott Bessent said in an interview with Newsmax that the U.S. is preparing economic…
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Friday. Reddit was announced officially as the next addition to the S&P 500, prompting a rally for the social media stock in early trading. Stock futures are little changed this morning. Wall Street is coming off a winning day. Here are…
An aerial view of Workday headquarters on Feb. 6, 2025 in Pleasanton, California. Justin Sullivan | Getty Images Workday shares popped more than 20% on a report that private equity firm Silver Lake is in talks to buy the human resources software maker. Shares were briefly halted in late afternoon trading and the company’s market…
Mark Zuckerberg, CEO of Meta, is seen in the U.S. Capitol after a meeting in the office of Senate Majority Leader John Thune, R-S.D., March 26, 2026. Tom Williams | CQ-Roll Call, Inc. | Getty Images A coalition of current and former Meta employees have sued the social media giant, alleging that the company used…
Sridhar Ramaswamy, CEO of Snowflake, helps ring The Closing Bell at the New York Stock Exchange on Sept. 30, 2025. NYSE The “SaaSpocalypse” may not be over. But for now at least, fears of software’s demise have cooled. Software stocks soared this week, driven by strong results from Snowflake and Okta, signaling that some companies…
Drew Houston, chief executive officer and co-founder of Dropbox Inc., smiles during The Wall Street Journal Tech Live conference in Laguna Beach, California, U.S., on Tuesday, Oct. 22, 2019. Martina Albertazzi | Bloomberg | Getty Images Drew Houston founded Dropbox nearly two decades ago out at age 24, eventually becoming a household name in Silicon…
It may be a holiday-shortened week of trading on Wall Street. But the four days are filled with updates on some of the market’s biggest debates: Is AI eating software? Is the American consumer OK? And what’s happening with inflation? Let’s get into it. 1. Earnings: Salesforce reports on Wednesday night. Unfortunately, the stock has…
The Club’s top 10 things to watch Friday, May 22 — Today’s newsletter was written by Jeff Marks, the Club’s director of portfolio analysis. 1. Stocks are poised to extend yesterday’s gains. Oil is slightly higher on Iran war peace deal uncertainty, but bond yields are not following the similar patten and are lower. Stocks…
Aneel Bhusri, co-founder and executive chair of Workday, speaks at during the 5th Annual Workday Charity Classic in partnership with Stephen and Ayesha Curry’s Eat. Learn. Play. at Stanford Golf Course in Stanford, California, on Aug. 28, 2024. Noah Graham | Getty Images Workday shares surged as much as 14% in extended trading on Thursday…
