Tesla’s (NASDAQ:TSLA | TSLA Price Prediction) second-quarter delivery report landed well above what Wall Street’s bar. CNBC’s Phil LeBeau captured investor reaction in a single line, calling Q2 results “far better than the Street…
Crude oil has fallen sharply from its spring highs, yet many drivers are still paying far more at the pump than they were expecting. In a recent CNBC segment, Helima Croft, Head of Global…
Jefferies Senior Internet Analyst Brent Thill recently appeared on a CNBC Squawk Box segment to argue that Meta Platforms (NASDAQ:META | META Price Prediction) is making the right strategic move by entering the enterprise…
Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) co-founder and CEO Alex Karp argued this week that generative AI sales to enterprises are structurally broken. In his words, “something has gone completely wrong” in the…
While futures markets keep flirting with the idea of further Federal Reserve rate hikes, Sree Kochugovindan, Senior Research Economist at Aberdeen Investments, argued recently on Bloomberg that traders are misreading the signal coming out…
Falling oil prices have dramatically improved India’s economic outlook, but the country’s biggest macro risk has shifted almost overnight. Sonal Varma, Chief Economist at Nomura, discussed in a recent Bloomberg segment that India’s outlook increasingly depends…
The first half of 2026 belonged to artificial intelligence, but Gabriela Santos, Chief Market Strategist for the Americas at JPMorgan Asset Management, believes the second half of the year could look very different. Speaking…
The Japanese yen’s slide is testing the patience of both traders and policymakers. On a recent episode of Bloomberg’s The Asia Trade, strategist Mark Cranfield and Expert Director Jesper Koll walked through why the…
Palantir CEO Alex Karp recently appeared on CNBC to sharpen his critique of frontier AI labs, arguing that enterprises deploying models from OpenAI and Anthropic are “livid” about how much proprietary value flows to…
Bloomberg reporter Minmin Low told viewers in a recent segment that the U.S. government has removed all foreign-access restrictions on Anthropic’s “Fable 5” model, a step she framed as a meaningful competitive reset for…
Asia’s equity rally has become one of the biggest global stories of the year, and a Bloomberg The China Show panel this week zeroed in on where the next leg might run. Bloomberg Live…
Live Updates Nike Q4 Earnings Coverage Wrap-Up4:44pm ETThat wraps up our initial coverage of Nike’s Q4 results. Thank you for stopping by! Check out management’s earnings call at 5 PM ET for more updates.…
Live Updates Constellation Brands Q1 Earnings Coverage Wrap-Up4:43pm ETThat wraps up our initial coverage of Constellation Brands’ Q1 results. Thank you for stopping by! Check out management’s earnings call on July 1 at 8…
Gold’s brutal stretch has rattled even seasoned bulls, but Suki Cooper, Global Head of Commodities Research at Standard Chartered Bank, is telling investors not to confuse a liquidity flush with a broken thesis. In…
Jim Cramer recently spotlighted Honeywell Aerospace (NASDAQ:HONA) on a Mad Dash segment, the newly independent aerospace company created after Honeywell Technologies (NASDAQ:HON | HON Price Prediction) completed its spinoff on June 29, 2026. Cramer…
Coinbase (NASDAQ:COIN | COIN Price Prediction) Head of Institutional Strategy John D’Agostino used a recent CNBC Squawk Box appearance to push back on the wave of skepticism that has followed a brutal stretch for…
A recent This Week in Tech (TWiT) episode titled “Flock of SQLs,” explored an unintended consequence of the AI boom that feels meaningful for semiconductor and consumer hardware stocks. A global RAM shortage driven…
CNBC’s Deirdre Bosa explained a counterintuitive thesis on the AI cold war in a recent CNBC segment. Paradoxically, she argued that U.S. efforts to wall off access to the most advanced American AI models…
D.A. Davidson Head of Technology Research Gil Luria recently appeared on CNBC to flag what he calls a contradictory set of AI-cycle assumptions baked into chip and software valuations. His call was that if…
The newly independent Honeywell Aerospace (NASDAQ:HONA) began trading today following its separation from parent Honeywell (NASDAQ:HON | HON Price Prediction). CEO Jim Currier appeared on CNBC today to lay out a deliberately narrow set…
