Analysts run to Broadcom’s defense as investors worry about competition
Worries over rising competition have put pressure on Broadcom , but Morgan Stanley has come to the chipmaker’s defense, calling it «a core AI winner» second only to Nvidia. In a note to clients on Tuesday, analysts at Morgan Stanley said concerns…
Jim Cramer says don’t bite on Apple sell call; buy his new chip favorite
Every weekday, the CNBC Investing Club with Jim Cramer holds a «Morning Meeting» livestream at 10:20 a.m. ET. Here’s a recap of Tuesday’s key moments. 1. Stocks rose Tuesday after a cooler-than-expected June consumer inflation report eased…
Earnings season plays: Profit expectations are growing for these stocks
The Netflix logo is displayed at a company office on May 12, 2026 in Los Angeles, California. Justin Sullivan | Getty Images Wall Street analysts are raising earnings estimates for a host of stocks that have seen slumping share prices, leaving more…
Trump’s Hormuz toll plan could backfire, shipping industry warns
Donald Trump, President of the United States, speaks during a press conference at the NATO Summit at the Presidential Complex in Ankara, Turkiye, on July 8, 2026. (Photo by Klaudia Radecka/NurPhoto via Getty Images) Nurphoto | Nurphoto | Getty Images…
World Cup’s semifinals: Travel to host cities rises
The World Cup’s biggest economic boost is arriving later than expected as the tournament enters its final days. But for the U.S. businesses hoping for a soccer boom, it’s better late than never. This week’s semifinals pit France against…
Bank earnings: JPMorgan Chase, Goldman Sachs, Bank of America
(L-R) Brian Moynihan, Chairman and CEO of Bank of America; Jamie Dimon, Chairman and CEO of JPMorgan Chase; and Jane Fraser, CEO of Citigroup; testify during a Senate Banking Committee hearing at the Hart Senate Office Building on December 06, 2023 in…
Singapore’s economy expands 5.7% in the second quarter, beating expectations
Commercial buildings illuminated at dusk in Singapore, on Monday, Feb. 2, 2026. Photographer: SeongJoon Cho/Bloomberg via Getty Images Bloomberg | Bloomberg | Getty Images Singapore’s economy expanded 5.7% in the second quarter, topping market…
UMC starts mass production in Singapore; Citi sees improving outlook
Commercial buildings illuminated at dusk in Singapore, on Monday, Feb. 2, 2026. Photographer: SeongJoon Cho/Bloomberg via Getty Images Bloomberg | Bloomberg | Getty Images Taiwan’s second-largest contract chipmaker, United Microelectronics…
Private credit stress test as higher rates squeeze borrowers
Higher-for-longer interest rates were once heralded as an attractive yield driver for private credit investors, but industry professionals say tighter monetary policy is becoming the sector’s next major stress point. Global central banks are…
Trump’s Hormuz toll plans bring oil supply risks back in spotlight
Drone view of oil tanker HELGA berthed at one of Iraq’s southern offshore oil terminals near Basra as it prepares to load crude oil, becoming the second vessel to arrive since the closure of the Strait of Hormuz, April 24, 2026. Mohammed Aty |…