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Federal regulators are raising serious questions about whether autonomous vehicles can safely interact with first responders, and their concerns could throw a massive wrench into Tesla's most ambitious moneymaking plan yet.
Fundstrat’s Tom Lee returned to CNBC’s Morning Call Sheet on Thursday, July 9, alongside JonesTrading’s Mike O’Rourke and Vital Knowledge’s Adam Crisafulli, to discuss a market that is simultaneously celebrating the AI build-out while rotating into value and defensive names. Lee argued: “AI is probably one of the most important structural stories in our lifetime.” ... Fundstrat’s Tom Lee: AI Is a Once in a Lifetime Story – Why Easing Inflation in H2 2026 Could Fuel the Next Rally
The new head of the central bank inadvertently spilled the beans on what's likely coming regarding interest rates.
Costco (NASDAQ:COST) keeps quietly compounding while the stock market debates AI and rate cuts. Membership fees hit $1.37 billion last quarter, worldwide renewals sit at 89.7%, and comparable sales just accelerated to 9.8%. Cost stock trades at $950.25, up 10.51% year to date but still 3.18% below where it traded a year ago. Can this ... Price Prediction: Can Costco Stock Double by 2032?
On CNBC’s Squawk Box on July 7, 2026, anchors dug into fresh Reuters reporting that the U.S. cyber defense agency is using Anthropic’s Mythos software to audit federal code for vulnerabilities foreign adversaries could exploit. The tool, per that reporting, has already flagged a meaningful number of bugs in government systems. For an industry that ... The U.S. Government Is Now Using Anthropic’s AI to Hunt Bugs in Its Own Code
The inflation devil is in the details.
The Number With oil now trading well below the $100 level (and seemingly poised to continue heading lower, after OPEC announced further production increases recently and recessionary concerns pick up), it’s unclear where certain oil stocks are headed. One such name that’s on my radar right now just reported its Q1 2026 earnings in early ... Oil’s $100 Threshold: What It Means for Energy Stocks Now
Ford (NYSE:F) and Tesla (NASDAQ:TSLA) just closed the books on Q1 2026. Ford leaned on trucks, fleet software, and a raised outlook. Tesla leaned on margin recovery, FSD subscriptions, and a roadmap stuffed with robots. Both grew revenue. Only one is priced like a growth story. Trucks Carry Ford. Margins Carry Tesla. Ford posted $43.25 ... Ford Vs. Tesla: 2 American Icons With Upside, Which to Buy
Warsh is early in his tenure as the new chair of the Federal Reserve's Board of Governors, but investors are awaiting big changes.
The president's latest comments on the Federal Open Market Committee (FOMC) threaten to undermine policymakers' credibility.
Possible Fed rate increases in 2026 could make short-term bonds a good choice.
With the Federal Reserve’s benchmark funds rate parked at 3.75% since Dec. 11, 2025, and the 10-year Treasury offering just 4.38%, income investors entering July are still hunting for yield well above the risk-free rate. Business development companies remain one of the cleanest ways to get it. BDCs are required to distribute at least 90% ... 3 Reliable Income Generators to Buy in July
The future looks a lot different after Warsh made his policy goals clear for the Federal Reserve.
Warsh is intent on implementing major changes at the Fed.
Warsh's ideological overhaul of the central bank isn't the best news for a stock market that's priced for perfection.
Strong productivity gains from AI -- and lower inflation -- could be good news for these Vanguard ETFs.
Palantir Technologies is betting big on a simple idea: The U.S. government should never have to depend on someone else's AI model to protect the country. That idea is now a formal partnership. Palantir (PLTR) recently announced it is teaming with NVIDIA to give federal agencies and companies that ...
A new Fed chair isn't a panacea for the ideological gap between the president and the central bank over interest rates.
Central bank independence is critical to economic growth and healthy financial markets.
Walmart (NYSE:WMT) has quietly built one of the most convincing defensive setups in the market. With consumer sentiment at recessionary levels and grocery spending still climbing, the world’s largest retailer is executing across omnichannel, advertising, and membership at the same time. Our proprietary model sees room for the stock to keep grinding higher over the ... Walmart’s Defensive Appeal and 89% Analyst Support Point to 17% Upside
Investing.com - U.S. stock futures were mixed on Thursday as investors awaited a closely watched U.S. employment report that could help shape expectations for Federal Reserve interest rate policy in the months ahead.
The Vanguard Value ETF (NYSEARCA:VTV) has turned into one of the best large-cap stories of 2026, trading near $218 with a 16% year-to-date gain and a 27% advance over the past year. That run rests on a narrow set of legs: a healthcare snapback led by UnitedHealth, a financial-sector grind led by JPMorgan, and energy ... VTV’s Next 12 Months Hinge on One Fed Inflation Signal: Here’s What to Watch
A fourth straight month of gains above 100,000 would represent a run of job growth not seen since the start of 2024
If you think falling oil prices mark the end of Trump-driven inflation, you'll be sorely mistaken.
Warsh hasn't been Fed chair long, but he's already shaking things up.
The packaged goods giant is slashing costs as it battles inflation.
For most of the post-2008 era, Oppenheimer’s Chris Kotowski was the guy telling you to keep buying the big banks. He waved off the 2011 eurozone panic, the 2016 energy blowup, COVID, and the 2022 rate hikes. On June 30, 2026, he flipped. Kotowski cut Goldman Sachs (NYSE:GS), Morgan Stanley (NYSE:MS), Bank of America, and ... The Analyst Who Loved Bank Stocks for 15 Years Just Flipped. Here’s What He’s Buying Instead
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