The U.S. inflation numbers in November looked encouraging, with annual headline rate coming in 0.4 percentage points less than expected. But it's noisy. Read more
Cnbc - Dec 19
Despite the recent pullback in artificial intelligence stocks, the Bank of America thinks "the AI trade may still have room to run into 2026." Read more
Cnbc - Dec 18
The ready availability of clients means companies that provide the compute just need to make sure their finances are in order. Read more
Cnbc - Dec 16
In the near term, investors may still be flighty, unless something concretely reassuring, such as Oracle achieving positive cash flow, takes place. Read more
Cnbc - Dec 15
Even though the AI theme seems to be under scrutiny, other sectors are performing well on the back of a resilient U.S. economy and buoyed by interest-rate cut. Read more
Cnbc - Dec 12
It ended up being a "hawkish cut" by the U.S. Federal Reserve, as expected. Still, investors managed to find a few gifts tucked between the lumps of coal. Read more
Cnbc - Dec 11
The "dot plot," Chair Jerome Powell's press conference and estimates for U.S. economic growth and inflation are ways the Fed can rein in sentiment. Read more
Cnbc - Dec 10
Even as Paramount and Warner Bros saw shares soar, the broader market declined as investors awaited the Fed's rate-setting meeting on Wednesday. Read more
Cnbc - Dec 09
Nvidia had $60.6 billion in cash and short-term investments. That's up from $13.3 billion in January 2023, just after OpenAI released ChatGPT. Read more
Cnbc - Dec 05
Thanksgiving in the U.S. takes place on Thursday stateside, but the feasting might have begun a day early for investors. Read more
Cnbc - Nov 27
