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One of the market's hottest stock themes is buying everything AI can't replace

The search for HALO stocks is a hot theme in the stock market. There is now an ETF to invest in it.

AI-related layoffs a boost for stocks? Not necessarily

The data underscores an uncomfortable reality.

Kevin Warsh comes into the Fed facing a big 'family fight' over cutting interest rates

With inflation spiking and Treasury yields surging, Warsh is likely to confront a Federal Open Market Committee in no mood to ease.

Trump's second meeting with China's Xi in a year steers the U.S. away from Taiwan again

U.S. President Donald Trump had said arms sales to Taiwan would be on the agenda for his talks with Chinese President Xi Jinping which ended Friday.

Berkshire Hathaway returns to airlines with $2.6 billion stake in Delta Air Lines

The Omaha-based company built a position worth more than $2.6 billion, making Delta Berkshire's 14th-largest holding at the end of March.

'Biggest bottleneck in the AI buildup' fuels DRAM ETF to record

The Roundhill Memory ETF (DRAM) just reached $10 billion in assets at the fastest pace ever for an exchange-traded fund according to TMX VettaFi.

NFL wants certain trading contracts banned from prediction markets like 'first play of game,' injuries

The letter, which was reviewed by CNBC, calls for banning certain contracts and raising the age requirements for participation on sports-related contracts.

Stephen Miran exits the Fed. How he set the stage for Kevin Warsh.

The outgoing Fed governor shares big ideas with the incoming chair.

Bill Ackman built Microsoft stake in first quarter during selloff, betting on AI and cloud growth

Bill Ackman's Pershing Square Capital Management has built a position in Microsoft, the billionaire hedge fund manager said Friday in a post on X.

Trump-Xi summit: the 3 big takeaways from historic meeting in Beijing

The two-day meeting wrapped up Friday, setting the tone for further U.S.-China talks this year.

Trump wraps up two-day China trip; invites Xi for a September visit

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Fed Governor Miran submits resignation, throws support behind Warsh as new chair

Miran served as a contrarian voice on the rate-setting Federal Open Market Committee.
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