CNBC: Investing

JULY 8, 2025

Citigroup , Wells Fargo and Bank of America are among the banks that recently announced plans to raise their dividends after passing the latest Federal Reserve stress tests of their financial health in the event of an economic downturn. Skip Navigation Markets Pre-Markets U.S. Wells Fargo is boosting its payout by 12.5%

Stock

CNBC: Investing

AUGUST 2, 2025

Senatore also said that Domino's has a "scale advantage" with "best-in-class franchisee unit economics" that "should translate into continued demand for new units." Franchisees likewise benefit; best-in-class franchisee unit economics which in turn should translate into continued demand for new units."

Stock

CNBC: Investing

JULY 24, 2025

However, by end of 2026, management thinks that Tesla's economics will be compelling with autonomy at scale." Skip Navigation Markets Pre-Markets U.S. However, the company is facing challenging times," he wrote in a note to clients. "Commentary also suggests that the tariff impact may increase in the future.

Shares

CNBC: Investing

JUNE 12, 2025

In a June 6 report, UBS global equity strategist Andrew Garthwaite gave several reasons why his team is cautious on many cyclical names – that is, stocks whose performance is closely tied to the economic cycle – excluding financials. Skip Navigation Markets Pre-Markets U.S. "UBS forecasts US GDP to slow (from 2.1% YoY in Q1 to 0.9%

S&P

CNBC: Investing

JULY 24, 2025

Early indications from both economic data and the ~10% of the Russell 3000 that have reported so far since July 1st are actually pretty good. Skip Navigation Markets Pre-Markets U.S. However, did the chaos we observed in stock prices reflect chaos in corporate operating results? growth YoY, well above long-term growth rates.

S&P

CNBC: Investing

JUNE 26, 2025

"A more stable economic backdrop and the recent rebound in the U.S. Skip Navigation Markets Pre-Markets U.S. "Recent tariff relief due to the 90-day agreement with China and framework with the UK support a shift in our base case from a downturn in the economy to stability/slow growth," wrote analyst Thomas Wadewitz.

S&P

CNBC: Investing

JULY 31, 2025

Economic data has been pretty decent. Skip Navigation Markets Pre-Markets U.S. Whereas the S & P 500 is trading at all-time highs, the consumer discretionary sector — which fell more than 26% peak-to-trough between Dec. 17 and April 8 — has yet to recover fully. It's more than 6% below its 2024 highs.

Trading

CNBC: Investing

JULY 11, 2025

Shares of Snap-On are in the red for the year due to economic uncertainty adding pressure to consumer spending power and sales. Skip Navigation Markets Pre-Markets U.S. The financials sector has rallied more than 164% since the presidential election and has jumped about 9% year to date, meanwhile.

S&P

Financial Times - Banking

JULY 24, 2025

Trump risks market revolt if he threatens Fed independence, Pimco says How Fox News is covering the Trump vs Murdoch blockbuster Tesla shares fall as Trump says he wants Musk to ‘thrive’ Companies Sections Companies Home Energy Financials Health Industrials Media Professional Services Retail & Consumer Tech Sector Telecoms Transport Most Read The (..)

Capital

Financial Times - Banking

JULY 23, 2025

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Food

Financial Times - Banking

JULY 23, 2025

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Underwriting

CNBC: Investing

JUNE 12, 2025

The investment bank recommends sticking with Costco Wholesale , O'Reilly Automotive and Walmart — what the firm calls "COW" stocks — saying they've already had a strong start to the year and are poised to continue beating the broader market in any economic climate. Skip Navigation Markets Pre-Markets U.S.

Retail

CNBC: Investing

JUNE 19, 2025

Regional Performance : China sales declined 17% year-over-year, a significant drag due to economic slowdown and concerns about job security. Skip Navigation Markets Pre-Markets U.S. Wholesale : $6.2 billion, down 7% YoY, with weakness in China and Europe offsetting U.S. drop to $11.07 billion.

S&P

CNBC: Investing

JULY 10, 2025

" As essential service monopoly bonds, they are minimally affected by tariffs and economic slowdowns, he added. Skip Navigation Markets Pre-Markets U.S. "This sector, historically, has had one of the lowest default instances in the municipal space."

Investors

CNBC: Investing

JUNE 10, 2025

Some of the issues for investors to consider now include trade policy, soft economic data and the chance that the Federal Reserve holds off on rate cuts for too long, Arone added. Skip Navigation Markets Pre-Markets U.S. "The thought behind the theme for the second half, is that markets are in suspense," he said.

Portfolio

CNBC: Investing

AUGUST 3, 2025

Last quarter: SMCI issued weak guidance, citing " economic uncertainty and tariff impacts." Skip Navigation Markets Pre-Markets U.S. Super Micro Computer is set to report earnings postmarket. Management's conference call with analysts and institutional investors is slated for 5 p.m.

Business

Financial Times - Banking

JULY 23, 2025

Accessibility help Skip to navigation Skip to content Skip to footer Sign In Subscribe Open side navigation menu Open search bar Financial Times Subscribe Sign In Home World Sections World Home Middle East war Global Economy UK US China Africa Asia Pacific Emerging Markets Europe War in Ukraine Americas Middle East & North Africa Most Read Musk (..)

Profitability

CNBC: Investing

JULY 21, 2025

Lastly, Vanguard is overweight asset-backed securities (ABS), preferring higher-quality issuers and sectors that have proven track records though multiple economic cycles. Skip Navigation Markets Pre-Markets U.S. VMBS YTD mountain Vanguard Mortgage-Backed Securities ETF year to date.

Investment

CNBC: Investing

JUNE 9, 2025

RH's premium branding and positioning as a luxury lifestyle curator insulate it from discount-driven competitors, and appeal to high-income consumers who are theoretically resilient to economic slowdowns. Although affluent consumers may not need to curb spending during economic downturns, that does not mean that they won't.

Retail

CNBC: Investing

JULY 19, 2025

as optimistic economic data and the latest slew of earnings results from names like Goldman Sachs and PepsiCo pushed the benchmark into the green for the period. Skip Navigation Markets Pre-Markets U.S. However, the broad market index posted a weekly gain of 0.6%

Stock

CNBC: Investing

JUNE 27, 2025

economic environment remaining rather stable, said Anthony Saglimbene, chief market strategist at Ameriprise. markets closed Friday and a shortened trading day Thursday due to Independence Day, a slew of economic data is set to be released Thursday morning, including June's nonfarm payrolls reading.

S&P

CNBC: Investing

JUNE 30, 2025

Economic uncertainty and consumers crimped by inflation could continue to pressure discretionary spending, including alcohol sales. Skip Navigation Markets Pre-Markets U.S.

Trading

CNBC: Investing

JULY 24, 2025

"We believe that SPOT will benefit from the secular tailwind of growing digital audio streaming adoption and that the company's subscription economics are better than most believe," Helfstein wrote in a report on Wednesday. Skip Navigation Markets Pre-Markets U.S. Shares of Spotify have rallied 51% so far this year.

Media

CNBC: Investing

JUNE 12, 2025

Despite economic growth exceeding IMF forecasts, Lula's fiscal policies have sparked concern. Skip Navigation Markets Pre-Markets U.S. A May 2025 AtlasIntel survey reported his disapproval rate at 53.7%, the highest in his current term, while a June 2025 Quaest poll pegged disapproval at 57%, a record low for his presidency.

Trading

CNBC: Investing

JUNE 21, 2025

"Netflix's subscriber base is less sensitive to an economic downturn for household entertainment versus significantly higher ticket prices for live concerts and sporting events." Skip Navigation Markets Pre-Markets U.S.

Investors

CNBC: Investing

JUNE 24, 2025

However, even after the deadline and if tariffs once again make headlines, Bank of America's Li doesn't anticipate the bond market will revisit peak yields, largely due to the changing economic outlook. Skip Navigation Markets Pre-Markets U.S.

Investment

CNBC: Investing

JULY 22, 2025

"We still believe USDC can be an integral part of the financial system; however, we're more cautious towards CRCL's long-term economics than its $53bn valuation implies." Skip Navigation Markets Pre-Markets U.S. " Shares of Circle have rallied a whopping 597% since debuting in early June.

Media

CNBC: Investing

JULY 5, 2025

She also said economic pressure and the way social media has changed socializing has affected Gen Z's alcohol consumption. Some of it is definitely economic pressure," Sarwat added. Skip Navigation Markets Pre-Markets U.S. "What no one can agree on is why are they drinking less in those crucial years?

Stock

CNBC: Investing

JULY 1, 2025

According to Roman, the Omada program has seen strong results from clinical and economic studies, adding to its growth trajectory and value proposition for stakeholders. Skip Navigation Markets Pre-Markets U.S.

Media

Mergers and Inquisitions

MAY 14, 2025

Infrastructure Investment Banking Definition: In infrastructure investment banking, bankers advise companies in the data center, renewables, transportation, utilities, and energy storage/transportation markets on equity and debt issuances, asset deals, and mergers and acquisitions. What is Infrastructure Investment Banking?

Investment Banking

CNBC: Investing

JULY 10, 2025

Health care is a non-cyclical sector, offering stability during economic uncertainty. Skip Navigation Markets Pre-Markets U.S. With a record number of Americans aged 65 and older, health care spending is projected to continue rising sharply, potentially approaching 20% of GDP within the next seven-to-eight years.

Trading

CNBC: Investing

JUNE 17, 2025

That strategy may meet some skepticism given concerns about an economic slowdown, but the multi-sector area is one where active management is often seen as a positive. Skip Navigation Markets Pre-Markets U.S.

Funds

CNBC: Investing

JUNE 13, 2025

16tn annual global economic value on the line, AI is becoming key in setting the new world order," Bank of America analyst Haim Israel said in a May note. "These should increase the rollout of AI and improve the economics," Bank of America's Israel said. Skip Navigation Markets Pre-Markets U.S. "With c.

Investment

CNBC: Investing

JUNE 9, 2025

It makes much more economic sense to own these stocks." Skip Navigation Markets Pre-Markets U.S. " "These energy stocks, the last four to five years, have gone through transformational M & A. Their balance sheets are in much better shape. No one's going to tell them to drill baby drill when they don't want to.

S&P

Cisco: M&A

JULY 21, 2025

billion in economic impact [i]. in 2024 , one of the fastest rates in the eurozone [iii]. Working with government agencies and industry leaders, CDA has brought advanced cybersecurity technologies and training to protect Spain’s essential services—energy, healthcare, transportation, and more.

Manufacturing

CNBC: Investing

JULY 2, 2025

"Quantum computing is in its infancy but remains one of the most highly coveted technical milestones with enormous economical implications," Jensen wrote to clients in a Tuesday note. Skip Navigation Markets Pre-Markets U.S. Jensen's $15 price target suggests 32.4% upside over Tuesday's close.

Stock

TechCrunch: M&A

JUNE 27, 2025

Register Now Most Popular Rob Biederman will help founders rethink how to scale at TechCrunch All Stage 2025 TechCrunch Events Congress might block state AI laws for a decade. Here’s what it means.

Mergers and Acquisitions