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September 14, 2026 7:50 AM GMT

FTSE 100 Shows Its Defensive Strength as Oil and AI Fears Shake Markets

NEW YORK — U.S. stock futures edged higher Monday morning, March 30, 2026, as investors weighed President Donald Trump's signals of progress in talks with Iran against persistent geopolitical tensions that have driven o…

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September 11, 2026 10:35 PM GMT

Cramer’s week ahead: Falling oil could help stocks but Fed is the next big test

CNBC's Jim Cramer on Friday said falling oil prices helped revive the stock market, but warned that next week's Federal Reserve meeting could quickly change the outlook for investors.

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September 11, 2026 1:34 PM GMT

Oracle's stock rises on earnings and revenue beat fueled by AI cloud demand

Oracle shares rose on Friday after the software company reported 30% revenue growth for the latest quarter, topping estimates, with sales fueled by strong demand for cloud infrastructure.

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September 10, 2026 1:44 PM GMT

Macy's posts strong results, raises guidance as turnaround begins to take hold

Macy's on Thursday posted growth across the company in its fiscal second quarter and raised guidance as it continues its turnaround.

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September 9, 2026 6:57 AM GMT

Venezuela’s Oil Rollercoaster Takes a New Turn

Trump says the US will ‘run the country until such time as we can do a safe, proper and judicious transition’.

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September 8, 2026 8:07 AM GMT

Electric Mobility: The Electrification of Trucks Is Putting Pressure on Europe's Truck Manufacturers

The truck market is changing, with more and more fleet operators turning to electric powertrains. This trend plays into the hands of Chinese manufacturers—they could overtake the European market leaders, according to a …

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September 5, 2026 4:45 PM GMT

We got more defensive last week as Wall Street raised the bar for AI stocks

We initiated positions in defensive stocks to balance our AI exposure amid higher oil prices and Treasury yields.

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September 4, 2026 11:50 AM GMT

Hormuz Is Becoming an Inflation Problem Again

In the days after the US and Israel first bombed Iran, financial markets bet the economic fallout from Donald Trump’s “little excursion” in the Middle East would be short-lived.

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September 3, 2026 11:04 AM GMT

Nasdaq: Rising Oil and Elevated Bond Yields Continue to Pose Risk Despite Rebound

Rising interest rates can pressure stocks by raising borrowing costs, slowing demand and reducing the value investors place on future earnings.

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September 3, 2026 10:00 AM GMT

5 Stocks to Watch if Market Weakness Opens the Door for Better Entries

'Entry-level' jobs used to be the way for new graduates to enter the workforce. But many are now requiring prior experience.

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September 3, 2026 8:33 AM GMT

What Do the S&P 500, Nasdaq, and Dow Jones Have in Store for Q4?

Travis Kalanick is back in the arena, rebranding his real estate venture into Atoms, a robotics firm aimed at disrupting transport, mining, and food. The Uber (UBER +1.61%) co-founder revealed the company has operated i…

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September 2, 2026 11:56 PM GMT

Broadcom guides to big numbers but investors wanted more. Why we're OK to hold for now

We recently reduced our position size, which allows us to be more patient with this one.

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September 2, 2026 8:28 PM GMT

Snowflake spikes 22% on healthy results and AI coding momentum

Snowflake business is growing quickly, in part thanks to adoption of an artificial intelligence agent for writing code.

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September 2, 2026 9:52 AM GMT

6 Stocks Poised for a Technical Breakout as New Catalysts Emerge

The artificial intelligence (AI) boom is powering some of the market’s fastest moves in 2025, with both large-cap and penny stocks seeing outsized gains. As Q2 earnings season ramps up and demand for AI infrastructure r…

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September 2, 2026 12:21 AM GMT

We're lifting our price target on Palo Alto Networks as AI-driven cyber demand intensifies

The stock's muted reaction in extended trading Tuesday is not a reflection of the company's results.

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September 1, 2026 9:41 PM GMT

Palo Alto Networks beats quarterly estimates on AI demand, continues acquisition spree

Palo Alto Networks surpassed fiscal fourth-quarter estimates as mounting artificial intelligence risks boost demand for its cybersecurity tools.

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September 1, 2026 10:19 AM GMT

Nvidia’s Bull Case Remains Strong, but Technicals Are Sending Mixed Signals

NVIDIA and a coalition of industry leaders announced the launch of the Open Secure AI Alliance (OSAI) on July 27, 2026. The group aims to advance AI safety and security through open technologies, emphasizing collaborati…

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August 29, 2026 1:25 PM GMT

The big lesson from this week's earnings: The AI buildout is not a zero-sum game

Salesforce, CrowdStrike, and Nvidia all faced major tests with investors and crushed expectations.

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August 27, 2026 9:54 PM GMT

Gap shares jump 12% after company names new Old Navy CEO to revive struggling brand

Michael Francis, who was appointed the chief customer officer at Old Navy in May, will take over the reins from current CEO Haio Barbeito, who will become an advisor to the company. Barbeito has held the position since …

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August 27, 2026 7:12 PM GMT

Okta's stock skyrockets 29%, CrowdStrike's surges 19% as rising AI threat boosts earnings

CrowdStrike and Okta shares surged on Thursday after earnings showed that artificial intelligence adoption is pushing customers to spend more on cybersecurity tools.

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August 27, 2026 12:10 PM GMT

Best Buy tops quarterly estimates, raises outlook as computing shows strength

Best Buy on Thursday reported better-than-expected fiscal second-quarter results and raised its full-year outlook as the company's recovery showed more signs of taking hold.

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August 27, 2026 1:02 AM GMT

Nvidia wows Wall Street with a strong quarter and an eye-popping sales forecast

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August 27, 2026 12:39 AM GMT

We're raising our price target on Salesforce after results defy 'SaaSpocalypse'

Salesforce's numbers and guidance were strong. Plus, a new partnership with Anthropic offers another reason for optimism.

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August 27, 2026 12:19 AM GMT

CrowdStrike's quarter shows AI is a cybersecurity tailwind, not a threat

Earlier this year, the bears thought advances in AI models could disintermediate the cybersecurity sector. So far, they've been proven wrong.

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