News from the economy, politics and the financial markets
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New momentum trade is rotation, says Schwab's Liz Ann Sonders
CNBC's Scott Wapner discusses recent market activity, the tech trade and more with Liz Ann Sanders, chief investment strategist at the Schwab Center for Financial Research.
Some signals of peaks in memory stocks: Renaissance Macro's deGraaf
CNBC's Scott Wapner discusses whether the momentum trade is done for now or shows signs of a more sustainable rebound with Jeff deGraaf, chairman and head of technical research at Renaissance Macro Research.
Prediction markets react to FIFA's red card reversal
CNBC's Contessa Brewer reports on how prediction markets are reacting to FIFA's red card reversal.
Watch CNBC's full interview with Humilis' Belski, Capital Area's Ethridge, Requisite's Talkington
CNBC's Scott Wapner discusses the forces behind the pullback in momentum names, earnings expectations and more with Brian Belski of Humilis, Bryn Talkington of Requisite Capital and Malcolm Ethridge of Capital Area Planning.
Continue to ride your winners, don't try to outsmart the market: Humilis' Belski
CNBC's Scott Wapner discusses the forces behind the pullback in momentum names, earnings expectations and more with Brian Belski of Humilis, Bryn Talkington of Requisite Capital and Malcolm Ethridge of Capital Area Planning.
Zuckerberg says Meta's bets on reorganization 'haven't come to fruition'
CNBC's Julia Boorstin reports on Meta CEO Mark Zuckerberg's comments during the company's town hall, according to reporting from Reuters.
Markets are seeing 'fabulous earnings momentum,' says Ed Yardeni
CNBC's Scott Wapner discusses the upcoming earnings season, its high expectations and how its driving market momentum with Ed Yardeni of Yardeni Research.
Fundamental case for bitcoin has never been stronger: Miller Value Partners' Miller
CNBC's Scott Wapner discusses where bitcoin may be headed from here with Bill Miller IV of Miller Value Partners.
Apple shares pop 5% as Wall Street weighs iPhone roadmap, China memory talks
CNBC’s MacKenzie Sigalos reports on why investors are looking past a reported production cut and focusing instead on Apple’s price hikes, memory strategy and push into foldables.
Watch CNBC's full interview with Fundstrat's Tom Lee, CIBC's Chris Harvey
CNBC's Scott Wapner discusses the rollover in momentum stocks, the market rotation and more with Tom Lee of Fundstrat and Chris Harvey of CIBC Capital Markets.
It's time to tactically take a bit of money off the table, says CIBC's Harvey
CNBC's Scott Wapner discusses the rollover in momentum stocks, the market rotation and more with Tom Lee of Fundstrat and Chris Harvey of CIBC Capital Markets.
REITs are next to break out, says BTIG's Krinsky on market rotation
CNBC's Scott Wapner discusses recent trends in momentum stocks, market outlook and more with Jonathan Krinsky, chief market technician at BTIG.
Watch CNBC's full interview with Wharton's Jeremy Siegel
CNBC's Scott Wapner discusses recent economic data, market action and more with Jeremy Siegel, professor of finance at the Wharton School.
Never seen such volatility between sectors, says Wharton's Siegel
CNBC's Scott Wapner discusses recent economic data, market action and more with Jeremy Siegel, professor of finance at the Wharton School.
Wouldn't be surprised if Nasdaq saw 10% correction, says Intelligent Alpha's Clinton
CNBC's Scott Wapner discusses why tech may be primed for a correction with Doug Clinton of Intelligent Alpha.
Watch CNBC's full interview with JPMorgan's Dubravko Lakos
CNBC's Scott Wapner discusses whether markets have enough momentum to keep climbing through the second half of 2026, what investors should be watching and more with Dubravko Lakos, head of global markets strategy at JPMorgan.
Momentum for broader equities markets remains intact: JPMorgan's Lakos
CNBC's Scott Wapner discusses whether markets have enough momentum to keep climbing through the second half of 2026, what investors should be watching and more with Dubravko Lakos, head of global markets strategy at JPMorgan.
I think Mag 7 comes back in second half of 2026, says SoFi's Liz Thomas
CNBC’s “Closing Bell” team discusses recent market action, the AI trade and what investors should be watching going into the second half of 2026 with Richard Saperstein of Treasury Partners and Liz Thomas of SoFi.
Dan Ives exits Wedbush for new venture
CNBC's Scott Wapner talks with Dan Ives about his decision to leave Wedbush Securities and what is next for his Wall Street career.
Watch CNBC's full interview with tech strategist Dan Ives
CNBC's Scott Wapner talks with tech strategist Dan Ives about his decision to leave Wedbush Securities, his take on Meta's cloud business announcement and more.
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