CNBC
May 2026
Berkshire Hathaway to buy Taylor Morrison for $8.5 billion in housing push
The deal underscores Berkshire's long-standing interest in housing, historically centered around Clayton Homes, which it acquired in 2003
Berkshire Hathaway's long-term orientation is uniquely well-suited to the multi-year investment cycle of homebuilding, and this combination will allow us to scale the Taylor Morrison platform in ways that would not be possible as a standalone company,
We are excited to welcome Taylor Morrison into Berkshire's portfolio,
Stock futures are flat in overnight trading as June trading begins near record highs: Live updates
Futures tied to the Dow Jones Industrial Average inched down 30 points
Trump clearly doesn't want to escalate and is looking for an off-ramp. Some type of a pact is very likely, and markets largely assume a sustained cessation of hostilities,
My guide to the IPOs of SpaceX, OpenAI and Anthropic — including the one I really want to buy
U.S. and Iran still without deal to end war after Trump says he's not in a 'hurry'
We're going to make a great deal, [otherwise] we'll just go back and finish it off militarily,
I'd like to say I'm in a hurry because gasoline prices are going to come tumbling down, but if you're going to be in a hurry, you're not going to make a good deal,
Former Barclays CEO Jes Staley agrees to July 23 interview about Jeffrey Epstein by Oversight panel
Staley is challenging his ban from the UK finance sector over his ties to Jeffrey Epstein
Best quotes from the 2026 IISS Shangri-La Dialogue: Defense spending, multilateralism and the future of the Asia-Pacific
Experimental pill promises new hope for deadly pancreatic cancer
The daily pills nearly doubled survival time, with fewer severe side effects, in a study that randomly assigned the experimental drug or more chemotherapy to 500 patients whose metastatic, or spreading, cancer had quit responding to prior treatment
While not curing the cancer, it is a very large step forward,
Having treated pancreatic cancer for 16 years, I actually started crying
SoftBank plans 75 billion euros of AI investments in France, as Europe struggles to catch up with U.S. and China
AI is entering a new era, and the countries that build the infrastructure for this transformation will shape the future of technology, industry and society,
The commitment marks SoftBank Group's largest AI infrastructure investments in Europe,
A hotly debated lung cancer drug cut the risk of death by 34% in a late-stage trial in China
The fact that it shows an improvement in overall survival in a difficult-to-treat patient population is very encouraging,
It's not clear how meaningful that is,
There is a new approach in squamous cell lung cancer that extends survival by about four months, which is a substantial improvement given that this is a patient population where progress has come in small steps,
Top Wall Street analysts see robust growth potential in these 3 stocks
We believe the market will start to put a more 'normal' multiple on the stock and MU will continue to re-rate higher as more details emerge about the structural changes AI has driven to the entire memory complex,
Execution remains top notch, with improving demand trends supporting further beat-and-raise potential,
With higher revised 2026E/2027E WFE spend, we now see significant upside to consensus estimates for LRCX, MKSI, and AMAT, with LRCX potentially offering the most compelling estimate upside as the steady outperformer vs. WFE and peers,
Defense spending, China in Asia and lessons from Ukraine: Takeways from the 2026 IISS Shangri-La Dialogue
What is at stake in this war is the whole sense of security -- whether we have or we don't have any security architecture in Europe and around Europe, where Ukraine belongs to, and how to fix it within the future security architecture,
There's a very keen interest in lessons from Ukraine and around Ukraine, it's a kind of understanding that first asymmetric deterrence and asymmetric fighting is something which matters,
I wish my counterpart was here at this conference, but I look forward to other options when we can cross paths and communicate."
They're unrepentant with their expansionism and unrelenting, and to deny that would be to be absolutely dishonest,
Having the ability to get together to complement each other's capabilities is incredibly important,... but in order to do that, you have to have your own defense."
Japan seeks candid dialog, defense minister says, rejecting 'neo-militarism' claims
"Japan's door to dialog is always open" to the international community even as it increases defense spending and revises its arms exports guidelines, according to defense minister Shinjiro Koizumi
We will make the necessary preparations with a sense of responsibility,
DOJ seeks Judge Eleanor Ross recusal in Georgia election case, citing reports she was disciplined
The DOJ does not claim in the filing to have independently identified Ross, 58, as the judge who was disciplined, and CNBC has not confirmed that she is the judge
Three former clerks recalled the Subject Judge saying that the judge had consumed martinis at a victory party for a District Attorney,
A judge who attended a party celebrating the election of a Democrat best known for prosecuting a Republican President for alleged election interference cannot then preside over a case concerning that President's efforts to ensure election integrity,
The Eleventh Circuit's Judicial Council found that a 'Subject Judge' committed judicial misconduct by attending a partisan and political event,
Immediately after you presided over … a criminal hearing, you told an intern that you had too many martinis the night before at what may have been a political event for a District Attorney,
Trump to headline 'Great American State Fair' for nation's 250th anniversary after artists drop out
I understand Artists are getting 'the yips' having to do with their performance,
Two months, $2.6 billion: How NASA ETF turned SpaceX IPO access into a hot retail trade
Tema ETFs' Space Innovators ETF, which launched on March 30 and trades under the ticker symbol NASA, crossed $1 billion in assets in just 37 trading days, and by the end of this past trading week, had reached over $2.6 billion in assets
Ten, twenty years ago, you talked about a space theme like this, an investor would have to go out and look up all these companies. Now there's a ticker,
Expect volatility. That is usually what happens with very early-stage industries. There will be companies that outperform and companies within ETFs that fall apart because the business model doesn't make sense,
If we're going to invest in space... We have to offer exposure to SpaceX,
There's only so many companies who are doing this that are public,
That to me is usually a pretty good read that the industry expects space to be the next big thing,
Some of them may have 30 holdings, some of them may have closer to 50 or so,
It all depends on how pure or watered down the ETF is. So the due diligence for this is really important now,
The IPO for us is simply a remarking of the position to market price,
I have a feeling once SpaceX is public and trading for some time, you're going to see some of these funds morph into more concentrated bets, depending on how they are managed,
Stocks including Nvidia and Apple are top picks as market run-up continues, Bank of America says
Citi appears front‑footed on AI, engaging with leaders such as Anthropic and Google,
The camaraderie across the leadership team stood out — signaling alignment and energy behind execution,
Potential catalysts for valuation recovery include continued rising average ticket still be supported by premiumization, store segmentation and Meta AI glasses,
While too soon to declare victory, we believe that shareholders may be about to witness the full potential of this franchise, with the 'engine' rebuilt,
Micron is one of the most overbought stocks after this week’s rally to new highs
We believe F's recent rally is a result of increased investor optimism surrounding its battery energy storage system offering,
Despite tight supply chain, DELL outperformed across all business lines … We are more positive on DELL given the strength in AI server orders, stability of AI [operating] margins, expanding opportunities in enterprise server and storage, and DELL's consistent disciplined [operating expenditures] management,
Oil exports through the Strait of Hormuz might not return to levels seen before the Iran war
The oil market might face a new reality after the Iran war in which exports through the Strait of Hormuz do not return to the levels once considered normal, as shipowners now have to weigh the risk that fighting could abruptly break out in the volatile Persian Gulf
This doesn't trigger a recession in the way that some of the doomsday scenarios that we've talked about before might suggest, but it does not allow the prewar rebound,
No matter what happens, the Iranians will control the Strait of Hormuz for the foreseeable future,
Any end to the conflict that leaves Iran exercising operational control and influence over the Strait will result in appreciably lower flows through the waterway in our view,
It produces something more insidious,
China is 'losing a chance' by not being at the Shangri-La Dialogue: German defense chief
I see it as a real dialogue... of course, you have your national positions, and this is clear, but also within those national positions, you can explain, and this is what we are doing, especially on the military side,
So, insofar as I'm concerned, it's no major loss for me,
I feel that as a value proposition, their presence here is reduced to a minimum...which is to promote the party line rather than to engage constructively,
Analysis: An end to the Iran war may be just the beginning of a new era of U.S. inequality
For some Americans' finances, the Iran war was over almost as soon as it began
We have 401(k)s at their all-time high, highest they've ever been, and that goes along with the stock market, which is the highest it's ever been,
The Philippines is in for a 'long-term struggle' with China over territory, Manila's defense secretary tells CNBC
It's our exclusive economic zone,... and future Filipinos need it in a 7,600-island archipelago with a big population which is subject to the ravages of climate change."
European defense stocks are cooling off after the military spending boom. Here's what's next
Investors are becoming very picky and very selective,
Hegseth praises Asian allies for 'burden-sharing,' calls out China's role in the region
Our partners in Asia have long understood that the bedrock of a durable partnership is not based on idealistic values but on the concrete alignment of national interests,
Judge temporarily blocks Trump's $1.8 billion 'weaponization' fund
The order by U.S. District Judge Leonie Brinkema of the Eastern District of Virginia blocks the Trump administration from "taking any further action" to set up or operate the fund while the judge hears additional legal arguments
We will not allow the policy preferences of judges to interfere with our efforts to provide restitution to victims of lawfare,
This is a victory for transparency, the rule of law, and the American people,
Postal Service proposes requiring states to provide mail-in ballot voter lists
The proposal would require states to submit to the Postal Service the names and addresses of voters receiving mail-in or absentee ballots, along with unique barcodes tied to each voter's outbound and return ballot envelopes
The entire Trump Administration will continue lawfully enacting the agenda President Trump was elected to enact — which includes the safety and security of American elections,