We're peeling back our position in this rallying stock and realizing a 35% gain

• We're trimming our position in a recent standout stock in case the market changes its tune

  The stock has benefited from Wall Street's defensive rotation into health care.
  
  CNBC - 3d

• These are the 7 things we're watching in the stock market in the week ahead

  Nvidia, Salesforce and Home Depot, plus the Fed's favorite inflation gauge, are among the biggest events for Wall Street.
  
  CNBC - 5d

• We're raising our Coterra Energy price target after a solid quarter, slight outlook tweak

  Capital efficiency was a highlight with output levels above management's outlook range and spending near the low end.
  
  CNBC - 3d

• We're lifting our price target on off-price retailer TJX after another strong quarter

  The stock climbed more than 3%, to over $126 a share.
  
  CNBC - 2d

• Trump’s Rift With Europe Adds Fuel to a Rally in Defense Stocks

  A flurry of trading has helped push the Pan-European Stoxx 600 index to a record high as investors expect Europe’s governments to increase military spending.
  
  The New York Times - Feb. 18

• Stagflation is a new threat to the stock-market rally. What investors should know.

  Worries about an unwelcome mix of inflation and stagnating economic growth are back, only this time such fears are becoming harder for investors to shake off.
  
  MarketWatch - 4d

• Lucid aims to double EV production this year, stock rallies nearly 10%

  Shares of Lucid Group Inc. shot up in after-hours trading Tuesday after the luxury EV maker narrowed its quarterly loss and announced a CEO change.
  
  MarketWatch - 2d

• Can Nvidia earnings rally the stock market and stop the bleeding in tech?

  Highflying “Magnificent Seven” tech stock are in correction territory. Investors are watching Nvidia’s results to assess tech exposure.
  
  MarketWatch - 2d

• Super Micro’s stock surges. Here’s what’s really behind the big rally.

  An end to Super Micro’s delisting drama is welcome news for “fast money” and quantitative investors. But one analyst says institutional investors are still avoiding the stock.
  
  MarketWatch - 1d

More from CNBC

• Full Video: Trump-Zelenskyy Oval Office meeting explodes into shouting match

  President Donald Trump and Vice President JD Vance argued with Ukraine President Volodymyr Zelenskyy, with Vance accusing Zelenskyy of disrespect.
  
  CNBC - 9m

• Microsoft is shutting down Skype after a 21-year run. Here's how it lost out to video call rivals

  Skype is among the world's most long-lasting digital brands. But other mobile apps took off faster, and Skype didn't see the Covid bump that Zoom did.
  
  CNBC - 4h

• Fed's favorite core inflation measure hits 2.6% in January, as expected

  The PCE price index was expected to show an annual inflation rate of 2.5% in January.
  
  CNBC - 4h

• Trump administration, Musk’s DOGE plan to fire nearly all CFPB staff and wind down agency, employees say

  Employees testified that CFPB leaders and Elon Musk's DOGE want to wind down the agency to five employees, the minimum required under law.
  
  CNBC - 2h

• Americans are suffering from 'sticker shock' — here’s how to adjust

  After years of inflation, most Americans are experiencing sticker shock, a recent report found. Setting a spending plan can help with the stress of high prices.
  
  CNBC - 3h

More in Business

• Full Video: Trump-Zelenskyy Oval Office meeting explodes into shouting match

  President Donald Trump and Vice President JD Vance argued with Ukraine President Volodymyr Zelenskyy, with Vance accusing Zelenskyy of disrespect.
  
  CNBC - 9m

• Trump's latest midday surprise briefly jolts the market — plus, our February winners and losers

  Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
  
  CNBC - 13m
• 

  Former HSBC chief Noel Quinn to become Julius Baer chair

  Appointment is latest shake-up at Swiss wealth manager hit by exposure to Rene Benko’s Signa property empire
  
  Financial Times - 19m
• 

  Trump cuts short Zelenskyy meeting after fiery White House clash

  US president says Ukrainian leader is ‘gambling with world war three’
  
  Financial Times - 21m
• 

  The People’s Union USA’s ‘Economic Blackout’ Organizer Served Jail Time on Sex Charge

  John Schwarz, who organized a viral shopping boycott, was previously registered as a sex offender after pleading guilty to “disseminating voyeuristic material.”
  
  The New York Times - 25m