Move over artificial intelligence. There’s a new hot topic on corporate earnings calls in 2025: tariffs. The word “tariffs” has come up on more than 350 earnings calls of S & P 500 -listed companies reporting first quarter results, according to a CNBC analysis of call transcripts compiled by AlphaSense. By contrast, the term “AI”…
Sometimes you have to play defense. The stock market has been rocked with uncertainty in 2025, with many of the perennial megacap winners falling out of favor and defensive names stepping up. For months, Wall Street has ruminated on whether President Donald Trump ‘s tariffs will cause a recession and how the Federal Reserve may…
Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and last look at today. Sign up for free to receive it directly in your inbox. Here’s what CNBC TV’s producers were watching as stocks rallied on news of a U.S.-U.K. trade deal outline, and what’s on the…
Palantir Technologies CEO Alex Karp appears on a Bloomberg television interview during the FoundryCon event in Palo Alto, California, on March 7, 2024. David Paul Morris | Bloomberg | Getty Images There’s a new member in the list of the top 10 U.S. technology companies by market cap. Data analytics software vendor Palantir jumped about…
CNBC Pro contributor Josh Brown brushed off President Donald Trump’s U.K. trade deal plan that’s sent the market higher on Thursday and warned that the recent upswing could lose steam. “Against all odds, the U.S. managed to make a trade deal with its greatest ally of the last 200 years,” Brown, CEO of Ritzholtz Wealth…
Harun Ozalp | Anadolu | Getty Images Bitcoin on Thursday hit its highest level since February after President Donald Trump said the U.S. has reached a trade agreement with the United Kingdom. The price of the flagship cryptocurrency was last higher by more than 4% at $100,801.04, according to Coin Metrics. The move began overnight…