Economy

One key part of the AI trade has decoupled from the rest. Why that is, and whether it can come back

After falling sharply over the past few months, industrials stocks could be poised for a rebound.

Fed may not be done hiking rates. What it means for our 4 very different bank stocks

The differences in their businesses are exactly why we like owning multiple types of financial stocks.

Beware borrowing costs: The jump in yields could hit these debt-laden stocks the most

Ten-year Treasury yields are close to a 20-year high. That could hurt stocks that have large amounts of debt coming due, an analyst says.

Watch out. Bank of America sees parallels between 2022 and now

The bond market is giving 2022 vibes right now, and not in a positive way, according to Bank of America.

Top 10 things to watch in the stock market Friday

Stocks are heading for a higher open, and the S&P 500 and Nasdaq are poised to post winning weeks.

Details on U.S.-China trade negotiations coming Monday, USTR Greer says

Top White House trade official Jamieson Greer said the two days of talks between President Trump and Chinese leader Xi brought some trade matter agreements.

Airlines waive flight-change fees ahead of nor'easter

Flight disruptions were minimal for Saturday as of Friday morning.

'Risks are rising' for Nike's turnaround, Bank of America says. Sell shares now

Nike is facing challenges that are very risky as it attempts to turn around its struggling business, making its stock a sell, according to Bank of America.

Yields Keep Rising, Novo's Tough Week, Why Cat Product Sales Are Surging and More in Morning Squawk

Here are five key things investors need to know to start the trading day.

Stocks making the biggest moves premarket: Akamai, Synopsys, Nike & more

These are the stocks posting the largest moves premarket.

Warsh's regime change at the Fed pushes ahead

Fed Chairman Kevin Warsh is driving rapid change in some areas, while his emerging policy framework suggests further rate hikes remain possible.

An absence of significant economic slowdown doesn't mean no signs of stagflation risks. Here's why

Keep watch for signs of stagflation, even if there isn't a significant slowdown in the economy, according to J.P. Morgan.