General News
Latest news from around the World.
Top economic factors to watch in 2026
CNBC's Steve Liesman reports on the top economic factors to watch next year.
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S&P500 and Nasdaq Index: US Stocks Rally Toward New Highs in Fresh Forecast Analysis
US stocks edge higher as the S&P500 nears 7000, with Nasdaq recovering and tech stocks improving. Market sentiment and sector moves signal strength today.
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2026 S&P 500 Outlook: P/E Repricing Looms As Large Numbers Kick In
The S&P 500 (SP500) is poised for continued gains in 2026, but growth is expected to moderate after recent double-digit returns. AI infrastructure investments and global defense spending remain strong structural tailwinds, supporting sector-wide earnings and positive market sentiment.
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Bernstein's Stacy Rasgon on what the Nvidia–Groq deal means for the semiconductor space
Stacy Rasgon, senior analyst at Bernstein Research, joins ‘Squawk on the Street' to discuss what the Nvidia–Groq deal means for the semiconductor space, his take on Intel's surge in 2025, and more.
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IPOs will have a good year in 2026 with rate cuts and private company backlog: Saga Ventures' Nguyen
Thomas Nguyen, Saga Ventures co-founder, joins 'Squawk Box' to discuss the year ahead for initial public offerings.
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The U.S. Remained the Market to Beat In 2025. Will That Last?
Other markets look worse than in the U.S. But cracks are starting to form, Ashley Lester writes in a guest commentary.
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Volatility Selling Is Driving The Market Higher And May Be About To End
Implied volatility has dropped to multi-year lows, with the VIX below 14 and short-dated measures even lower. Rising realized volatility alongside falling implied volatility signals potential for a sharp volatility snapback.
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Decision Time For The Santa Rally
Today officially marks the start of the Santa Claus rally window, running from December 26 through year-end. Historically, the market has never missed three Santa rallies in a row, and after back-to-back disappointments, the odds tilt toward a positive finish this year.
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Growth forecasts continue to be moderate if not better than that, says Stanford's Jared Bernstein
Jared Bernstein, Stanford Institute economic poicy fellow, and Peter Earle, American Institute for Economic Research senior economist, join 'Squawk Box' to discuss the economic outlook for 2026.
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Market breadth gives us more confidence for 2026 performance, says US Bank's Tom Hainlin
Tom Hainlin, US Bank Asset Management national investment strategist, joins 'Squawk Box' to discuss market valuations, the consumer strength and much more.
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Top 3 Consumer Stocks You May Want To Dump In Q4
As of Dec. 26, 2025, three stocks in the consumer discretionary sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
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5 Things to Know Before the Stock Market Opens
Stock futures were trending lower in early trading Friday following a fifth straight session of major market index gains in holiday-shortened trading Wednesday; gold and silver continued their record streak to hit new all-time highs; Nvidia agreed to buy assets from AI startup Groq; federal regulators are probing a door release issue in one Tesla model; Nike shares continued to climb after Apple CEO Tim Cook's major stock purchase.
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Tariffs are increasing prices are dragging American manufacturing: Cato Institute's Scott Lincicome
Scott Lincicome, The Cato Institute vice president of general economics, joins 'The Exchange' to discuss Lincicome's thoughts on tariffs, trying to comply and much more.
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Consumers proved to be resilient despite shortened holiday season: 5 New Digital's Michael Zakkour
Michael Zakkour, 5 New Digital founder, joins 'Squawk Box' to discuss the consumer and holiday retail sales data.
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Government tailwinds are baked into stocks, says DCLA's Sarat Sethi
Sarat Sethi, DCLA managing partner, joins 'Squawk Box' to discuss how much of policy tailwinds are priced into markets, why certain stocks have been underowned and much more.
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Earnings Revision Trends Are Quietly Shifting The Small-Cap Narrative
Consensus forecasts now imply substantially faster earnings growth for small-cap companies than for their large-cap peers, marking a notable reversal from recent history. Recent reporting seasons have delivered more upside surprises, and management commentary has been less cautious than in prior years.
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Here's everything the ‘geniuses' on Wall Street got wrong about the markets in 2025
Investing experts were wrong in so many ways this year.
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Forget Big Tech - I Think We're Looking At A Big Rotation To Value
I see early signs of a wealth rotation from growth to value, driven by macro and AI data center buildout trends. My thesis emphasizes the interconnectedness of AI, inflation, and leading economic indicators in shaping asset class performance.
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5 Things To Know: Friday, December 26
CNBC's Steve Liesman reports on the 5 things to know ahead of Friday's opening bell.
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Why these market watchers say the AI play has yet to unfold, but inflation will still be key in 2026
Justin Bergner of Gabelli and Gina Sanchez of Chantico Global set the scene for what may lie ahead for the markets in 2026, both risks and rewards.
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