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This is a developing story and will be updated.

Stock traders view the Iran war as a temporary shock, contrasting with the Treasury market pricing in a more protracted conflict.

We see a parabolic rally in the technology sector as the most probable scenario, driven by unique price and sentiment patterns. Current market conditions mirror the setup for past parabolic moves, with record put buying after a strong initial advance followed by consolidation.

It's a lucrative time to be a banker, for now. Wall Street bonuses are projected to jump for the third year in a row as market volatility fuels trading demand and dealmaking makes its long-awaited comeback.

Tech sector job cuts and layoff announcements continue to mount in the US, even as overall private-sector layoff plans recede. Bloomberg's Julia Fanzeres discusses what is driving the move in tech and how that's translating to the wider economy.

CNBC's Steve Liesman and Dean Maki, Point 72 Asset Management, joins 'The Exchange' to discuss Maki's thoughts on the consumer, the Federal Reserve and more.

When will the music stop for the AI trade? Maybe not before the "crazy times" have passed.

The U.S. Department of Justice's antitrust head on Thursday warned companies against trying to misleadingly use artificial intelligence disruption as a defense in merger reviews without providing evidence.

Global private equity deal value in the month of April totaled $24.96 billion, down 25.7% from $33.58 billion in April 2025, according to S&P Global Market Intelligence data. In the first four months of 2026, the aggregate deal value was $194.85 billion, 14.02% higher than $170.89 billion during the same period a year earlier.

Bullish sentiment increased 0.2 percentage points to 38.3%. Neutral sentiment increased 6.6 percentage points to 28.7%.

‘The Big Money Show' discusses Apollo Global Management's plan to build a second headquarters outside New York as concerns grow over the business climate and potential tax revenue losses. #foxbusiness #bigmoneyshow 00:00 NYC's Wall Street Exodus Becomes a Stampede 00:33 Mamdani's 'Anti-Wealth' Agenda 01:17 Tax Revenue & Small Business Losses 03:00 Wealthy Elites: Responsibility Debate 05:06 NYC vs.

When the Bureau of Labor Statistics releases its job count for April on Friday morning at 8:30 a.m. ET, it's expected to show a gain of just 55,000.

Consumers are more pessimistic and more uncertain about the rate of inflation over the next year than they were a month ago, according to data released Thursday (May 7) by the Federal Reserve Bank of New York. Households' inflation expectations at the one-year-ahead horizon increased by 0.2 percentage points to 3.

Bitcoin's move back above US$80,000 is the most consequential development of the past two weeks, but advisors should resist the urge to extrapolate. The break matters because the level had repeatedly capped price action since late January and coincides with aggregate spot-ETF entry prices and broader institutional cost bases, according to CoinShares' Research.
Federal Reserve Bank of San Francisco President Mary Daly downplayed division in the central bank's policy statement, pointing to the agreement by the Fed's rate-setting committee to holding rates steady. Daly says it is too early to tell if the central bank is at the end of its rate-cutting cycle and explains what she is watching for on inflation expectations from consumers and producers.

The risk of higher inflation in the euro zone has risen as companies and households react to surging oil prices and supply snags, European Central Bank board member Isabel Schnabel said on Thursday, hinting at possible increases in interest rates.

Two new reports show the K-shaped economy — in which wealthier households fare better than lower income families — is growing more severe. CNBC's Steve Liesman has the details.

The Investment Committee debate whether AI stocks can carry the market and how you should position your portfolio in this environment.

Not all boats are being lifted by the tide equally. I see a selective rally, with leadership mainly concentrated around one theme: the beneficiaries of the hyperscaler CapEx.

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