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The Federal Communications Commission on Thursday voted to advance a proposal to bar all Chinese labs from testing electronic devices such as smartphones, cameras and computers for use in the United States.
Demographic shifts and low affordability are driving a surge in vacant single-family homes and "accidental landlords," especially in former hot markets. PIK loans and "extend & pretend" practices are masking true default rates in private credit, with over a third of software borrower agreements now allowing PIK.
Investors were already uneasy last quarter when Alphabet, Amazon.com, Meta Platforms and Microsoft announced plans to spend a cumulative $650 billion on artificial intelligence in 2026. So when three of the four hyperscalers shared plans to spend even more on Wednesday, those concerns were amplified.
Top hyperscalers—Microsoft, Meta, Amazon, and Alphabet—posted strong earnings and guidance, but surging CapEx raises ROI and sustainability concerns. CapEx projections for 2026 have already been surpassed, with over $700B now expected from these four companies alone.
The Conference Board's Leading Economic Index declined by 0.6% in March, reversing a February increase.
Oversubscribed data storage is the cleanest signal on the current state of AI demand. The signal showed up in the latest earnings reports across the AI kings.
The euro zone economy isn't facing stagflation even as growth and inflation risks intensify, European Central Bank chief Christine Lagarde said on Thursday.
Chicago grain futures reversed course on Thursday, tracking a retreat in crude oil prices that earlier hit a four-year high.
National Economic Council Director Kevin Hassett says productivity gains should help keep core prices under control and it would be a mistake for the Federal Reserve and ECB to hike rates during what he sees as a temporary oil shock. Speaking on "Bloomberg Surveillance," Hassett also weighs in on Fed Chair Jerome Powell's plans to stay on at the central bank once his term as chairman ends.
The number of people who applied for unemployment benefits in late April sank to a 57-year low, underscoring the remarkably low level of layoffs in the U.S. economy amid heavy turbulence.
AI is now central to over 28% of the S&P 500's market cap, making its success or failure a systemic market driver. Recent mixed earnings from AI leaders like AMZN, MSFT, GOOG, and META have fueled volatility but do not signal an imminent AI bubble burst.
Reporting from the Cboe, Kevin Hincks dives into a busy slate of economic data including the latest PCE and GDP prints. "None of it really scared the market too much," he adds.
US stocks opened higher on Thursday as investors balanced strong corporate earnings against rising geopolitical tensions in the Middle East and persistent inflation concerns. The Dow Jones Industrial Average rose about 0.64% or 314 points, while the S&P 500 gained roughly 0.22%.
Sen. Tim Scott, R-S.C., joins ‘Mornings with Maria' to discuss Kevin Warsh's Fed nomination, credit President Donald Trump for economic gains, outline GOP midterm strategy, and weigh in on crypto, border funding and retirement access.
The U.S. office real estate market faces persistent vacancy rates near 20.2%, with only modest signs of stabilization. Asking rents remain stable, but net absorption turned negative in Q1 2026, reflecting tenant weakness amid economic headwinds.
Stock futures are rising as investors digest a barrage of earnings reports from tech giants and other major companies; quarterly results from Alphabet, Meta, Amazon and Microsoft all came in above Wall Street expectations; Apple is set to release its numbers later today after announcing a CEO succession plan last week; Eli Lilly and Caterpillar headline a busy morning of earnings reports; and investors will be keeping an eye on inflation and economic growth data this morning. Here's what you need to know today.
Robert Diamond, Atlas Merchant Capital Founding Partner and CEO, says rate cuts are unlikely, warns on inflation and debt risks, and highlights growth in 24 7 trading and commodities markets.
Steve Eisman, ‘The Real Eisman Playbook' podcast host and former Neuberger senior portfolio manager, joins 'Squawk Box' to discuss the state of the economy, latest market trends, state of private credit, and more.
Kenny Polcari joins Diane King Hall at the NYSE to provide his market analysis as investors gauge positioning amidst elevated crude oil prices. He says the inflation data will also be elevated, as it goes hand and hand with energy costs pressuring consumers.
First quarter output, driven by AI investment and government spending, rose as oil shock fuels inflation fears