CNBC – US Top News & Analysis

CNBC – US Top News & Analysis

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Real-time coverage of markets, corporate earnings, capital allocation

Opendoor Acquires Doma's Closing and Escrow Business in Bid to Lower Mortgage Refinance Costs
NewsMar 31, 2026

Opendoor Acquires Doma's Closing and Escrow Business in Bid to Lower Mortgage Refinance Costs

Opendoor is buying Doma’s closing and escrow business, bringing 85 Doma employees into its platform. The move leverages Doma’s AI‑driven title‑risk model, which already powers a Fannie Mae pilot covering about 80% of refinance transactions and has been extended through 2027....

By CNBC – US Top News & Analysis
CNBC Daily Open: Trump's 'Favorite Thing' Is Iranian Oil
NewsMar 30, 2026

CNBC Daily Open: Trump's 'Favorite Thing' Is Iranian Oil

Donald Trump announced he would "take" Iran's oil, hinting at a direct seizure of the Kharg Island export hub. The Pentagon is reportedly preparing weeks‑long ground operations, with thousands of troops redeployed to the Middle East. The threat has lifted...

By CNBC – US Top News & Analysis
American Airlines in Talks with Starlink and Amazon for Wi-Fi Upgrade, Weighs Return of Seatback Screens
NewsMar 26, 2026

American Airlines in Talks with Starlink and Amazon for Wi-Fi Upgrade, Weighs Return of Seatback Screens

American Airlines is negotiating with SpaceX’s Starlink and Amazon’s Leo platform to overhaul Wi‑Fi and entertainment on its narrow‑body fleet, while also weighing the re‑installation of seat‑back screens. The carrier, which removed screens a decade ago to cut weight and...

By CNBC – US Top News & Analysis
Abivax in No Rush for a Deal, Confident Key June Trial Data Can Secure Better Terms for Partnerships, CEO Tells...
NewsMar 24, 2026

Abivax in No Rush for a Deal, Confident Key June Trial Data Can Secure Better Terms for Partnerships, CEO Tells...

Abivax plans a June capital raise ahead of a pivotal maintenance trial readout for its lead asset, obefazimod, which targets ulcerative colitis and Crohn's disease. CEO Marc de Garidel told CNBC the company is in no hurry to sell, believing...

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Databricks Enters Cybersecurity Market with Lakewatch Launch, Bulking up Ahead of IPO
NewsMar 24, 2026

Databricks Enters Cybersecurity Market with Lakewatch Launch, Bulking up Ahead of IPO

Databricks is entering the cybersecurity arena with Lakewatch, an AI‑powered security‑information‑and‑event‑management (SIEM) platform that leverages large language models to automate threat detection. Early adopters such as Adobe, National Australia Bank and Anthropic are already using the service, which is priced...

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EV Battery Startup Pivots to Defense Industry Amid Iran War, Weak Electric Vehicle Market
NewsMar 24, 2026

EV Battery Startup Pivots to Defense Industry Amid Iran War, Weak Electric Vehicle Market

Sion Power, an Arizona battery startup led by former GM executive Pamela Fletcher, is shifting its focus from electric‑vehicle batteries to high‑energy lithium‑metal cells for defense drones. The company touts energy densities above 500 Wh/kg, far surpassing current lithium‑ion packs, and...

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I’m a Psychologist Who Studies Couples: People in Emotionally Secure Relationships Do 5 Things Every Day—That Most Neglect
NewsMar 22, 2026

I’m a Psychologist Who Studies Couples: People in Emotionally Secure Relationships Do 5 Things Every Day—That Most Neglect

Psychologist Mark Travers outlines five daily habits of emotionally secure couples: they confront conflicts head‑on and adjust afterward, grant each other autonomy, avoid assuming feelings, accept routine moments without panic, and seek reassurance through consistent actions rather than constant verbal...

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Jim Cramer Says to Prepare for Further Stock Declines but Be Open to Opportunities
NewsMar 20, 2026

Jim Cramer Says to Prepare for Further Stock Declines but Be Open to Opportunities

Jim Cramer warned that the recent market slump is likely to continue as oil prices surge amid escalating Middle‑East tensions. The Dow and Nasdaq slipped into correction territory while the S&P 500 remains down about 7% from recent highs. Cramer highlighted...

By CNBC – US Top News & Analysis
ChatGPT's Ad Pilot Has the Industry Excited, but some Insiders Are Frustrated with the Slow Rollout
NewsMar 20, 2026

ChatGPT's Ad Pilot Has the Industry Excited, but some Insiders Are Frustrated with the Slow Rollout

OpenAI has begun a cautious, alpha‑stage rollout of ads on ChatGPT, enlisting three of the world’s largest agencies—WPP, Omnicom and Dentsu—in a pilot that runs through March. Participating brands are committing $200,000‑$250,000 each, roughly twice the usual experimental spend, while...

By CNBC – US Top News & Analysis
Trump: U.S. Could End Iran Military Operations 'Right Now' But Will Continue so Iran Can 'Never Rebuild'
NewsMar 20, 2026

Trump: U.S. Could End Iran Military Operations 'Right Now' But Will Continue so Iran Can 'Never Rebuild'

President Donald Trump told MS Now that the United States could cease its Iran‑focused military campaign immediately and still keep Tehran from rebuilding its war‑fighting capacity for a decade. He added that a prolonged presence would make Iran’s reconstruction impossible. The...

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'Marriage Penalty' In Washington State's New Millionaire Tax Stirs Debate
NewsMar 20, 2026

'Marriage Penalty' In Washington State's New Millionaire Tax Stirs Debate

Washington’s legislature approved the state’s first personal income tax, imposing a 9.9% rate on earnings above $1 million. The tax applies the same $1 million exemption to individuals, couples and domestic partners, creating the nation’s steepest marriage penalty. A married duo earning...

By CNBC – US Top News & Analysis
Bessent Says Treasury Is Not Intervening in Oil Commodities Markets and Has No Authority to Do So
NewsMar 16, 2026

Bessent Says Treasury Is Not Intervening in Oil Commodities Markets and Has No Authority to Do So

U.S. Treasury Secretary Scott Bessent told CNBC that the administration has no plans and likely lacks the authority to intervene in oil futures markets, dispelling rumors of government action to curb rising prices. He emphasized that while past presidents have...

By CNBC – US Top News & Analysis
He Manages the Best-Performing Stock Mutual Fund of the Past 25 Years—Here's His Top Advice for Investors
NewsMar 16, 2026

He Manages the Best-Performing Stock Mutual Fund of the Past 25 Years—Here's His Top Advice for Investors

Baron Opportunity Fund, managed by Michael Lippert for 20 years, posted the best 25‑year performance among mutual funds, delivering a 13% annualized return versus the S&P 500's 6.8%. Lippert attributes the outperformance to a disciplined focus on long‑term growth companies with...

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We're Buying More of These 2 Stocks to Take Advantage of a Deeply Oversold Market
NewsMar 16, 2026

We're Buying More of These 2 Stocks to Take Advantage of a Deeply Oversold Market

Jim Cramer’s Investing Club is increasing its exposure to Boeing and Goldman Sachs, buying 25 Boeing shares at about $214 each and 10 Goldman Sachs shares at roughly $797 each. The purchases come as the S&P 500’s Short‑Range Oscillator deepened into...

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Gen Z Feels Alone in Their Struggles—Here's What They 'Most Need to Hear' From Adults, Says Harvard Psychologist
NewsMar 15, 2026

Gen Z Feels Alone in Their Struggles—Here's What They 'Most Need to Hear' From Adults, Says Harvard Psychologist

Harvard psychologist Alexis Redding highlights that Gen Z reports higher anxiety and job insecurity than previous cohorts, yet their struggles mirror those of older generations. Research shows a memory bias—the peak‑end rule—causes people to recall only intense moments and endings,...

By CNBC – US Top News & Analysis
36-Year-Old Moved From Chicago to Spain, Works 16 Hours a Week and Is Semi-Retired: 'You Get One Life. Live It...
NewsMar 15, 2026

36-Year-Old Moved From Chicago to Spain, Works 16 Hours a Week and Is Semi-Retired: 'You Get One Life. Live It...

Gigi Gonzalez, a 36‑year‑old financial educator, relocated from Chicago to Valencia, Spain, after securing a digital‑nomad visa in 2025. By leveraging Spain’s lower cost of living, she reduced her workload to 16‑20 hours per week while maintaining her U.S. client...

By CNBC – US Top News & Analysis
AI Agents Could Easily Send College Grad Unemployment over 30%, ServiceNow CEO Says
NewsMar 13, 2026

AI Agents Could Easily Send College Grad Unemployment over 30%, ServiceNow CEO Says

ServiceNow CEO Bill McDermott warned that rapid AI adoption could drive unemployment among recent college graduates into the mid‑30% range within years. He cited that AI agents are automating up to 90% of customer‑service use cases, enabling firms to cut...

By CNBC – US Top News & Analysis
Ford Launches New AI to Grow Multibillion-Dollar Pro Commercial Business
NewsMar 10, 2026

Ford Launches New AI to Grow Multibillion-Dollar Pro Commercial Business

Ford Motor announced the launch of Ford Pro AI, an artificial‑intelligence platform for its Pro commercial‑vehicle subscribers. The system will analyze more than one billion data points each day, covering vehicle health, driver behavior, route efficiency and fuel use. It targets...

By CNBC – US Top News & Analysis
Russia Told Trump It Has Not Shared Intelligence with Iran During War, Witkoff Says
NewsMar 10, 2026

Russia Told Trump It Has Not Shared Intelligence with Iran During War, Witkoff Says

In a Monday call with President Donald Trump, Russian officials denied sharing intelligence with Iran about U.S. military assets, a denial relayed by U.S. Middle East envoy Steve Witkoff. Witkoff also said Jared Kushner and Putin’s adviser Yuri Ushakov echoed...

By CNBC – US Top News & Analysis
Recession Odds Jump on Kalshi After Oil Tops $100
NewsMar 9, 2026

Recession Odds Jump on Kalshi After Oil Tops $100

Prediction‑market platform Kalshi saw recession odds climb above 34% on Monday, the highest level since November, after U.S. crude oil breached the $100 per barrel threshold. The surge in oil prices follows recent Middle‑Eastern output cuts and the closure of...

By CNBC – US Top News & Analysis
GOP Whip Tom Emmer Predicts Oil Prices Will Drop After Iran War
NewsMar 9, 2026

GOP Whip Tom Emmer Predicts Oil Prices Will Drop After Iran War

House Majority Whip Tom Emmer told CNBC that oil prices, which surged above $100 per barrel after Middle Eastern production cuts tied to the U.S.–Israel conflict with Iran, will "tumble" once the operation concludes. President Donald Trump echoed the short‑term...

By CNBC – US Top News & Analysis
Okta Beats Fourth-Quarter Estimates, but Issues Weak Guidance
NewsMar 4, 2026

Okta Beats Fourth-Quarter Estimates, but Issues Weak Guidance

Okta reported fourth‑quarter 2026 earnings that topped Wall Street forecasts, posting adjusted EPS of $0.90 and revenue of $761 million, an 11% year‑over‑year increase. Despite the beat, the company issued a cautious first‑quarter outlook, projecting revenue of $749‑$753 million and adjusted EPS...

By CNBC – US Top News & Analysis
Democrats Counter Trump's Proposal to Limit Institutional Housing Investors
NewsFeb 24, 2026

Democrats Counter Trump's Proposal to Limit Institutional Housing Investors

Democratic senators led by Elizabeth Warren introduced a bill that strips tax deductions and mortgage‑interest benefits from corporations owning more than 50 single‑family rental homes, while the Trump administration issued a memo banning institutional investors with over 100 such homes...

By CNBC – US Top News & Analysis
Uber Acquiring Parking App SpotHero as It Moves Beyond Ride-Hailing and Food Delivery
NewsFeb 23, 2026

Uber Acquiring Parking App SpotHero as It Moves Beyond Ride-Hailing and Food Delivery

Uber announced it will acquire parking‑reservation platform SpotHero for an undisclosed amount, integrating the service into the Uber app for events, venues and airports. SpotHero currently lists more than 13,000 garages and lots in over 400 U.S. and Canadian cities....

By CNBC – US Top News & Analysis
Top Wall Street Analysts Are Bullish on the Growth Potential of These Three Stocks
NewsFeb 22, 2026

Top Wall Street Analysts Are Bullish on the Growth Potential of These Three Stocks

Wall Street’s top analysts are bullish on three AI‑adjacent stocks—Datadog, Vertiv Holdings, and Arista Networks—each receiving a fresh buy rating and higher price target. Datadog’s Baird analyst set a $180 target, citing a 25%+ operating margin and a large, untapped...

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Supreme Court Trump Tariff Decision Impact: What to Expect as Fight for Billions in Refunds Begins
NewsFeb 20, 2026

Supreme Court Trump Tariff Decision Impact: What to Expect as Fight for Billions in Refunds Begins

The U.S. Supreme Court declared President Trump’s IEEPA‑based tariffs illegal, opening the door to massive refund claims. Estimates suggest importers could seek as much as $175 billion in reimbursements, though the Court did not specify how refunds will be administered. Treasury,...

By CNBC – US Top News & Analysis
Jim Cramer's Top 10 Things to Watch in the Stock Market Friday
NewsFeb 20, 2026

Jim Cramer's Top 10 Things to Watch in the Stock Market Friday

Jim Cramer highlighted ten market catalysts for Friday, Feb 20, ranging from macro data to individual stocks. Weak Q4 GDP growth at 1.4% pushed futures lower, while Texas Roadhouse rallied over 3% on a strong Q1 outlook. GE Aerospace received a...

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Arm Shares Edge Higher in Premarket as Nvidia Shakes up Its AI Bets
NewsFeb 18, 2026

Arm Shares Edge Higher in Premarket as Nvidia Shakes up Its AI Bets

Nvidia disclosed it sold its 1.1 million‑share, $155.8 million stake in Arm, prompting the British chip designer’s shares to climb 1.4% in pre‑market trading. The divestiture follows Nvidia’s aborted $40 billion takeover bid and a history of strategic investment alongside Apple, Google and...

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Berkshire Hathaway Trims Apple Stake, Buys NYTimes Stock in Buffett's Last Moves as CEO
NewsFeb 17, 2026

Berkshire Hathaway Trims Apple Stake, Buys NYTimes Stock in Buffett's Last Moves as CEO

Berkshire Hathaway reduced its Apple position by 4.3%, bringing the holding to $61.96 billion, yet Apple remains the conglomerate’s top equity. The firm also disclosed a new $351.7 million stake in The New York Times, expanding its media exposure. These moves were filed in...

By CNBC – US Top News & Analysis
Silver Miners Fall in Premarket Trading as the Metal Drops 2%
NewsFeb 17, 2026

Silver Miners Fall in Premarket Trading as the Metal Drops 2%

Silver prices slipped 2% to about $74.85 an ounce, pulling spot gold down over 1% as investors awaited delayed economic data. Silver futures dropped another 4% to $74.70, after a 30% plunge in January that marked the worst day since...

By CNBC – US Top News & Analysis
Software Maker Dassault Systèmes Falls 8% as AI Fears Persist; Europe Markets Edge Higher
NewsFeb 16, 2026

Software Maker Dassault Systèmes Falls 8% as AI Fears Persist; Europe Markets Edge Higher

European markets edged higher after the Munich Security Conference, but software giant Dassault Systèmes slumped 8% as lingering AI skepticism dampened investor sentiment. The conference underscored Europe’s push for greater defense spending and strategic autonomy, lifting defense‑related equities. Meanwhile, NatWest kicked...

By CNBC – US Top News & Analysis
Moderna Says FDA Refuses to Review Its Application for Experimental Flu Shot
NewsFeb 10, 2026

Moderna Says FDA Refuses to Review Its Application for Experimental Flu Shot

Moderna announced that the FDA will not begin a review of its experimental mRNA‑1010 flu vaccine, citing concerns over the trial's comparator design rather than safety or efficacy. The decision triggered a roughly 7% drop in Moderna’s after‑hours share price....

By CNBC – US Top News & Analysis
Ford Reports Worst Quarterly Earnings Miss in Four Years, Guides for Better 2026
NewsFeb 10, 2026

Ford Reports Worst Quarterly Earnings Miss in Four Years, Guides for Better 2026

Ford is expected to post its worst quarterly earnings miss in four years, with adjusted EPS forecast at 19 cents and automotive revenue projected at $41.8 billion, a 6.8% decline YoY. The earnings drop represents more than a 50% fall in...

By CNBC – US Top News & Analysis
Lyft Stock Falls 15% on Disappointing Fourth-Quarter Results, Rider Numbers
NewsFeb 10, 2026

Lyft Stock Falls 15% on Disappointing Fourth-Quarter Results, Rider Numbers

Lyft reported fourth‑quarter revenue of $1.59 billion, missing the $1.76 billion consensus, and saw active riders and total rides fall short of estimates. The miss triggered a 15% plunge in the stock during extended trading. The board approved an additional $1 billion share‑repurchase...

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Estée Lauder Sues Walmart Alleging 'Despicable' Sale of Counterfeit Beauty Products
NewsFeb 10, 2026

Estée Lauder Sues Walmart Alleging 'Despicable' Sale of Counterfeit Beauty Products

Estée Lauder has filed a federal lawsuit against Walmart, alleging that the retailer’s online marketplace allowed counterfeit versions of its La Mer, Le Labo, Clinique, Aveda and Tom Ford products to be sold. The beauty giant says it purchased and tested several items that...

By CNBC – US Top News & Analysis
Bitcoin Plunge: Bitwise CIO Cites 'the Four-Year Cycle' As No. 1 Reason for Losses
NewsFeb 10, 2026

Bitcoin Plunge: Bitwise CIO Cites 'the Four-Year Cycle' As No. 1 Reason for Losses

Bitcoin fell below $61,000, its lowest level in about 16 months, prompting Bitwise Asset Management’s CIO Matt Hougan to point to the market’s four‑year cycle as the primary driver of the decline. He noted that investors are also rotating into...

By CNBC – US Top News & Analysis
Our DuPont Thesis Is Working According to Plan. We're Raising Our Price Target
NewsFeb 10, 2026

Our DuPont Thesis Is Working According to Plan. We're Raising Our Price Target

A solid first outing for the new DuPont, which on Nov. 1 spun off its electronics business.

By CNBC – US Top News & Analysis
EPA Will Revoke 'Endangerment Finding' That Underpins All Climate Regulation This Week
NewsFeb 10, 2026

EPA Will Revoke 'Endangerment Finding' That Underpins All Climate Regulation This Week

The EPA announced plans to rescind the 2009 endangerment finding that declared greenhouse gases a threat to public health, a cornerstone of U.S. climate regulation. The move, submitted to the Office of Management and Budget, represents the Trump administration’s most...

By CNBC – US Top News & Analysis
Credit Card Debt Tops $1.28 Trillion — Consistent with ‘K-Shaped’ Economic Divide, New York Fed Research Shows
NewsFeb 10, 2026

Credit Card Debt Tops $1.28 Trillion — Consistent with ‘K-Shaped’ Economic Divide, New York Fed Research Shows

Americans collectively owe $1.28 trillion on credit cards, according to a new New York Federal Reserve report. The surge reflects a K‑shaped economic recovery, with debt expanding primarily among lower‑income households while wealthier consumers trim balances. Year‑over‑year credit‑card balances rose faster...

By CNBC – US Top News & Analysis
Coca-Cola Forecasts Modest Growth Amid Demand Concerns
NewsFeb 10, 2026

Coca-Cola Forecasts Modest Growth Amid Demand Concerns

Coca‑Cola projects 2026 organic revenue growth of 4%‑5% and comparable earnings per share growth of 7%‑8%, despite a modest decline in overall beverage demand. Quarterly results showed adjusted earnings of 58 cents per share and net sales of $11.82 billion, slightly...

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Disappointing Holiday Season: December Retail Sales Were Flat, Falling Well Short of Estimate
NewsFeb 10, 2026

Disappointing Holiday Season: December Retail Sales Were Flat, Falling Well Short of Estimate

December retail sales were flat month‑over‑month, missing the 0.4% gain economists expected after a 0.6% rise in November. Year‑over‑year sales rose 2.4%, trailing the 2.7% inflation rate, indicating real spending erosion. The slowdown was driven by harsh weather, lingering tariff...

By CNBC – US Top News & Analysis
CVS Tops Quarterly Estimates, Reaffirms Profit Outlook as Turnaround Plan Takes Effect
NewsFeb 10, 2026

CVS Tops Quarterly Estimates, Reaffirms Profit Outlook as Turnaround Plan Takes Effect

CVS Health posted fourth‑quarter earnings that beat expectations, with adjusted EPS $1.09 versus the $0.99 forecast and revenue $105.69 billion versus $103.59 billion expected. The company reaffirmed its 2026 profit guidance of $7‑$7.20 per share and a revenue target of at least...

By CNBC – US Top News & Analysis
Michael Saylor Downplays Strategy Credit Risk as Bitcoin Tumbles: 'We'll Refinance the Debt'
NewsFeb 10, 2026

Michael Saylor Downplays Strategy Credit Risk as Bitcoin Tumbles: 'We'll Refinance the Debt'

Strategy Investment, led by Michael Saylor, holds 714,644 bitcoins valued at roughly $49 billion, making it the largest corporate Bitcoin owner. Despite Bitcoin’s recent 15% slide to $60,000, Saylor dismissed credit‑risk concerns, saying the firm will refinance its $8 billion debt and...

By CNBC – US Top News & Analysis
How Affordability Led to a Chasm Between Stock Prices, Consumer Optimism
NewsFeb 10, 2026

How Affordability Led to a Chasm Between Stock Prices, Consumer Optimism

U.S. stock indices have surged while consumer sentiment has plunged to near‑record lows since 2022, breaking a 25‑year correlation between market performance and household confidence. Economists attribute the split to worsening affordability, with consumer prices up 26% since 2019 and...

By CNBC – US Top News & Analysis
Tesla Exec Raj Jegannathan Leaves Automaker After 13 Years
NewsFeb 10, 2026

Tesla Exec Raj Jegannathan Leaves Automaker After 13 Years

Tesla Vice President Raj Jegannathan announced his departure after a 13‑year tenure, most recently overseeing IT, AI infrastructure, business applications, and information security. He previously led North American sales following the dismissal of Troy Jones, a period marked by declining...

By CNBC – US Top News & Analysis