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Inflation data gave investors hope on Wednesday morning. Semiconductor stocks took it away by lunchtime.

There's more to U.S. inflation than just energy prices.

Nvidia (NVDA) stock investors have been fed a familiar playbook. More robust accelerators, higher rack prices, and another wave of hyperscaler spending were expected to propel Nvidia stock's valuation to even more stratospheric levels. Bank of America's latest semiconductor outlook, shared with me, ...

The consumer price index in June fell 0.4% on the month, bringing the annual inflation rate to 3.5%.

Inflation cooled faster than expected in June, but Fed Chair Kevin Warsh isn't ready to declare victory.

All three major US stock indexes were up in late-morning trading, as the big banks kicked off earnin

Jim Cramer pinpointed a single market variable that could either unlock NVIDIA's next surge or keep the stock in check, and it has nothing to do with earnings or tariffs.

US stock futures traded mixed on Tuesday as investors weighed renewed geopolitical tensions between the United States and Iran ahead of a week packed with major earnings releases, key inflation data and fresh signals from the Federal Reserve. Markets are preparing for the unofficial start of the second-quarter earnings season with results from the largest US banks, while the latest Consumer Price Index (CPI) report and testimony from Federal Reserve Chair Kevin Warsh are expected to influence ex

Investing.com - U.S. stock futures were mixed on Tueday as renewed tensions between the United States and Iran kept investors on edge ahead of a pivotal week for markets.

An expected decline in headline inflation for June doesn't tell the full story.

The market expects the fed funds rate to be higher before this year comes to a close.

Jerome Powell's successor vowed to get the Fed "out of the fiscal business" -- but that's not happened.

Nearly three-quarters of last quarter's earnings came from a one-time tariff refund. Strip it out, and the picture gets more interesting.

Recession fears are back. This boring, dirt cheap fund has survived every recession it has faced.

No forward-looking guidance is necessary when Warsh and the Federal Open Market Committee (FOMC) are providing decisive claims like this.

Inflation is sneaky, but here's a way you can help protect your investments.

New Fed chairman Kevin Warsh has made it clear that he is not here to rescue stocks.

Investing.com -- Artificial intelligence is adding to U.S. inflation rather than reducing it, with the current investment boom estimated to contribute roughly 0.4 percentage points to annual inflation in 2026, according to CIBC Capital Markets.

The US-Iran ceasefire is fracturing, Brent is climbing, and energy stocks are repricing fast. Whether this is a temporary spike or the beginning of a sustained oil shock will reshape the Fed's next move and every duration-sensitive position in your portfolio.

Jim Cramer just made his first bearish call in 25 years, and the trigger was not a market crash or a recession signal but a single bond deal that he says proves the AI spending machine is quietly running out of fuel.

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.