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Latest in DeepSeek and tariffs have roiled the market. History shows deeper pullbacks are coming, this strategist says.

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  • DeepSeek and tariffs have roiled the market. History shows deeper pullbacks are coming, this strategist says.

    Don’t be tempted to buy on these headline-driven stock-market dips, bigger opportunities are coming, says Truist’s Keith Lerner.
    MarketWatch - 2h
  • Tariffs may have 'slammed shut' the window for interest rate cuts in 2025, economist says

    Tariffs may have 'slammed shut' the window for interest rate cuts in 2025, economist says

    Tariffs set to take effect Tuesday may mean consumers won’t get a reprieve from high borrowing costs this year, according to economists.
    NBC News - 1d

  • Tariffs may have 'slammed shut' the window for interest rate cuts in 2025, economist says

    Proposed tariffs are expected to raise inflation and keep interest rates elevated into 2026, if they take effect, according to economists.
    CNBC - 1d

  • Amazon, Alphabet earnings come with questions about cloud growth and DeepSeek

    Earnings Watch: Disney, Chipotle also report results this week
    MarketWatch - 2d

  • Chinese AI app DeepSeek was downloaded by millions. Deleting it might come next

    Should millions of Americans be downloading Chinese AI app DeepSeek and giving their personal data to it? For reasons of privacy and cybersecurity, maybe not.
    CNBC - 3d

  • Upbeat earnings will rescue tech from its DeepSeek dive, these market pros say

    CEO confidence is increasing, and there are bullish signs for non-AI chip companies.
    MarketWatch - 4d

  • Tech stocks have worst week in months after ‘nobody saw DeepSeek coming’ amid AI mania

    Why the technology sector just ended its worst week since early September.
    MarketWatch - 4d
  • Trump tariff moves rattle markets

    Trump tariff moves rattle markets

    Markets slipped Friday as President Trump prepares to implement steep import taxes on top U.S. trading partners Saturday. The S&P 500 closed 0.5 percent below open, and the Dow Jones Industrial ...
    The Hill - 4d

  • Palantir CEO says China's DeepSeek shows that U.S. needs 'all-country effort' in AI

    Palantir CEO Alex Karp said the rise of competing AI models such as China's DeepSeek signals the need for the U.S. to speed development.
    CNBC - 4d

  • Trump says 25% tariffs on Mexico and Canada may not include oil: 'Oil is going to have nothing to do with it as far as I’m concerned'

    The president confirmed his long-threatened tariffs will come into effect on Saturday, and said they “may or may not rise with time.”
    CNBC - 5d

  • Tech giants to turn into ‘Lagnificent 7’ as U.S. exceptionalism peaks, say Bank of America strategists

    The ”Magnificent Seven” grouping of tech stocks that have powered markets is set to start lagging the market, a team of strategists says.
    MarketWatch - 5d

  • DeepSeek is now available via Amazon Web Services. ‘Have at it,’ says CEO Jassy.

    The Chinese AI that has taken the internet by storm is now available for application use through Amazon’s cloud, the U.S. company said.
    MarketWatch - 5d

  • The bears never stood a chance — this month. But Goldman strategist says he’ll turn ‘tactical bear’ after Valentine’s.

    Between you-only-live-once retail traders, big corporates buying back their stock and retirement allocation demand, the bears never stood a chance, says a Goldman Sachs strategist.
    MarketWatch - 5d

  • Trump says Canada, Mexico tariffs are coming Saturday. Stocks dived, then rallied.

    President Donald Trump offered fresh comments on Thursday afternoon about his threat to hit Canada and Mexico with 25% tariffs. His remarks weighed on stocks.
    MarketWatch - 5d
  • Trump warns Canada, Mexico tariffs are coming on Saturday

    Trump warns Canada, Mexico tariffs are coming on Saturday

    President Trump on Thursday said he plans to follow through on Saturday on his threat to impose 25 percent tariffs on goods from Mexico and Canada. "We’ll be announcing the tariffs on Canada and ...
    The Hill - 5d

  • Tesla's CFO says tariffs would 'have an impact' on company's profitability

    Tesla's finance chief said on Wednesday that the company's profitability could take a hit if the new presidential administration implements tariffs.
    CNBC - 6d
  • OpenAI says DeepSeek may have 'inapproriately' used its data

    OpenAI says DeepSeek may have 'inapproriately' used its data

    OpenAI itself has been accused of building ChatGPT by inappropriately accessing content it didn't have the rights to.
    NBC News - 6d
  • OpenAI Says DeepSeek May Have Improperly Harvested Its Data

    OpenAI Says DeepSeek May Have Improperly Harvested Its Data

    The San Francisco start-up claims that its Chinese rival may have used data generated by OpenAI technologies to build new systems.
    The New York Times - 6d
  • DeepSeek Shows Meta’s A.I. Strategy Is Working

    DeepSeek Shows Meta’s A.I. Strategy Is Working

    The Silicon Valley giant was criticized for giving away its core A.I. technology two years ago for anyone to use. Now that bet is having an impact.
    The New York Times - 6d
  • History beckons as Curry twins' dream comes true

    History beckons as Curry twins' dream comes true

    From the age of four, the Curry twins Tom and Ben have been dreaming of playing rugby together for England - now that is finally set to happen.
    BBC News - Jan. 29

  • How DeepSeek’s fallout could threaten U.S. consumption, according to strategists

    Citigroup strategists took a look at what happens after a big tech selloff, and then what happens if that keeps going.
    MarketWatch - Jan. 28

  • What DeepSeek’s AI really means for the market

    An adjustment, not a shock
    Financial Times - Jan. 28
  • DeepSeek Is Fueling a Stock Market Reckoning

    DeepSeek Is Fueling a Stock Market Reckoning

    Wall Street is panicking as China seems to have created a real competitor to OpenAI’s ChatGPT for cheap.
    Inc. - Jan. 27

  • DeepSeek sell-off shows the risks of a concentrated US stock market

    Should investors turn to equally weighted index products?
    Financial Times - Jan. 27

  • Emerging markets braced for Trump tariffs threat

    US president’s policies are likely to push up dollar-denominated debt, hurting economies such as Mexico and Malaysia
    Financial Times - Jan. 27

  • Cameron Diaz calls Hollywood retirement 'the best 10 years of my life,' but says she would have been 'a fool' to not come back

    The 52-year-old said she's privileged to have the opportunity to make movies.
    CNBC - Jan. 25

  • ETFs increase efficiency of markets, new study shows

    Academic findings on macro-market behaviour contradict widely accepted previous research
    Financial Times - Jan. 24

  • Markets are feeling a monster vibe shift, says this strategist. Here’s what could happen next.

    Dollars and bonds have reversed — upward pressure on stocks may come next, this strategist says.
    MarketWatch - Jan. 23

  • Six out of seven conditions are met for a stock-market bubble, this strategist says.

    The stock market is not yet at a bubble — but it’s getting closer, and six out of seven conditions for one have already been met, a stock-market strategist says.
    MarketWatch - Jan. 23

  • David Einhorn says we have reached the 'Fartcoin' stage of the market cycle

    "We have reached the 'Fartcoin' stage of the market cycle," Einhorn wrote in an investor letter obtained by CNBC.
    CNBC - Jan. 21

  • Trump trade memorandum doesn't impose tariffs on day one, but he says some could be coming

    Trump stopped short of issuing tariffs but indicated some may be on the horizon.
    CNBC - Jan. 21

  • A deeper look at Trump’s tariff team

    Who will set US trade policy?
    Financial Times - Jan. 17

  • The bull market faces a Trump ‘reality check’ next week, says this strategist. Here’s the trade to make.

    Stocks are very vulnerable to news of harsher-than-hoped-for tariffs
    MarketWatch - Jan. 17

  • This strategist nailed when the Trump bump would end, to the day. Now he says stocks can fall as much as 40%.

    Volatility trader and founder of Kai Volatility Cem Karsan believes the Fed could provoke a sharp stock fall if it’s not careful.
    MarketWatch - Jan. 17

  • The bull market is still intact. This pullback is just the cost of doing business, says strategist

    The S&P 500 is probably halfway through its setback already, says Truist strategist.
    MarketWatch - Jan. 13

  • Fed’s Collins says her concerns about labor-market fragility have decreased

    The U.S. labor market remains healthy and the Federal Reserve can take a gradual and patient approach to future rate cuts, Boston Fed President Susan Collins said Thursday.
    MarketWatch - Jan. 9

  • Jim Cramer says Nvidia's pullback could be a good chance to buy

    CNBC's Jim Cramer extolled Nvidia's stock and reviewed its Tuesday action, saying the decline was unrelated to the company and its prospects.
    CNBC - Jan. 8

  • Don't make this investing mistake going into the Trump years, says strategist: 'A lot of investors who think this is easy' are wrong

    You may have an idea which stocks will do well under the upcoming Trump administration. But a look at the data shows that the market often bucks expectations.
    CNBC - Jan. 6
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