C

CNBC

June 2026

This rocket stock is testing a key level once again. Why Todd Gordon thinks it's a buy

Rocket Lab stock is in lift-off mode, surging about 20% the company announced Monday it is acquiring Iridium Communications for roughly $8 billion

Private equity in youth sports draws bipartisan scrutiny in Congress

Suzanne Bonamiciamerican politician
Youth sports are simply the latest example of how unchecked market power can make everyday opportunities less accessible for families,
Simply put, we should encourage models that expand opportunity, while discouraging practices that leave parents with fewer choices and higher bills,
Burgess Owensamerican politician and former football player (born 1951)
Investment is important, but it's when the mission is our kids, not investors,
The simple reality is that too many children are being priced out. It's not that they lack talent or determination; it's that their families simply cannot afford the rising costs,
I've seen responsible investment strengthen communities by expanding access, improving facilities and creating opportunities for children,

Dow rises as index heads for best first half in 5 years, Nasdaq set for best quarter since 2020: Live updates

For me the lesson of the first half of 2026 is that earnings matter more than just about anything, except for maybe interest rates,

These are Rosenblatt's favorite stocks for the second half of 2026

As the market enters the second half of 2026, stocks seem poised to continue their climb

Catharine Trebnickanalyst
The launch of Twilio's next-generation conversation layer … combined with a rebuilt console and developer workbench that offer seamless multi-product free trials positions Twilio as neutral infrastructure for the emerging agentic era,
Kevin Cassidyanalyst
We see AMBA as a Physical AI pure play,
John McPeakeanalyst
QNT is our top pick for [the second half of 2026],

Major egg producers settle price inflation probe for $3.3 million

Egg prices became a poster child of sorts for high inflation in the aftermath of the Covid-19 pandemic

Some rising market risks to watch out for in the second half

The conditions that contributed to the August 2024 market shock, including a crowded yen carry trade, stretched technology valuations, and elevated leverage, are beginning to reemerge

The impact on global equity markets from leveraged semiconductor ETF rebalancing has grown by 5x since early 2024,
John Arnolda recent tweet from trader and philanthropist
Modern-day finance: You can get leverage via margin to buy a 2x leveraged ETF on MSTR, which is itself a leveraged bet on BTC, partly via a novel security whose cost of capital rises as its price falls, increasing leverage further as it declines. Works great in a bull market,
To deliver leveraged returns each day, the providers of such products buy into rallies and sell into declines, amplifying whatever price momentum is occurring,

Supreme Court strikes down limits on political parties' campaign spending, in win for GOP

The 6-3 ruling, which was opposed by the court's liberal justices, overturns coordinated-expenditure limits that had been in place for decades and withstood a previous legal challenge 25 years earlier

Donald Trumppresident
The Supreme Court just took restrictions off political spending!”
Jacquelyn Lopezlaw group partners
Republicans will now claim that this gives their national party committees access to the lowest unit rate for television advertising, but that is not what the law requires,
While we believe this case was wrongly decided, in the long run, Democratic campaigns will benefit from the level playing field this ruling provides."
It will allow all political parties—including the DNC and RNC and the respective Senate and House campaign committees, as well as other parties and party committees—to participate more freely and compete more fully in the political process, and to coordinate more closely with their candidates,

GOP Rep. Tom Kean says depression diagnosis caused months-long absence from Congress

Thomas Kean Jr.representative
Today I am grateful that I listened to my doctors,
When I said I hoped to return in a matter of weeks, I believed it,
Thomas Kean Jr.representative
Those were the best estimates the doctors could provide, but as the over 48 million of my fellow Americans being treated for this illness have come to discover — there is no timeline for healing, there is no timeline for recovery, only the work of getting better one day at a time."

Cleveland Fed President Hammack sees AI fueling inflation, says rate hikes may be necessary

Beth M. Hammackcleveland Fed President
We've got inflation that's too high, and it's been too high for the past five years,
What they say is that the demand is insatiable, that these companies — these hyper scalers — will pay almost any price for those inputs, and they need things built yesterday,
If inflation continues to persist at these elevated levels and I don't see any restraint from policy, we may need to raise rates to bring that policy restraint in and to bring inflation back down,

Here are Deutsche Bank’s top investment ideas for the third quarter of 2026

The list has outperformed the broader market with a 387% return since its inception in the third quarter of 2017, while the S & P 500 is up 351% in that time

Brad Zelnickanalyst
We believe Oracle is poised for significant growth, driven by its leadership in AI cloud infrastructure and the continued, underappreciated strength of its core cloud, apps, and database businesses,
Lauren Silbermanthe high quality global restaurant companies and analyst
We think SBUX is making the right investments for the business and is on the path back to sustainably positive SSS and historical margin levels by refocusing on the customer experience and improving its cost infrastructure,
APP offers a compelling opportunity as a unique, scaled Internet asset, propelled by accelerating gaming, emerging consumer advertising, and compounding AI-driven model improvements,

Trump's massive defense budget, depleted war machine, spark U.S. state battle for business and jobs

One of the many lessons from the wars in Iran and Ukraine is that the supply of munitions and weapons systems is finite, and difficult to replenish

Andrew Kreitzco-founder and chief financial officer
The reality is, if you draw the Venn diagram of places where you can get a lot of land, a sort of shovel-ready, able to move in quick site, and the talent base to actually staff the factory, there are very few places in America that can do that, and New Mexico stood out,
Bryon Hargisco-founder and CEO
This is going to be one of the most important capabilities in the American arsenal,
Andrew Kreitzco-founder and chief financial officer
We're in a dead sprint to scale production,
Tom Stringerconsultant
We're seeing a lot of growth coming out of the Department of War, new programs, new startups, really the SpaceX-ification, if you will, of the Pentagon,
Nothing we do matters until we are in high-rate production with our first weapon system,
We're really applying standard commercial manufacturing strategies to a space that hasn't had them applied to it for many decades,

Japanese yen sinks to 40-year low, keeping intervention risks in focus

Satsuki Katayamajapanese Finance Minister
That includes taking decisive action, as confirmed between Japan and the U.S.,
Julia Wangnorth Asia chief investment officer
Intervention shouldn't be dependent on a certain level. It depends on the nature of the currency move, the nature of dollar-yen,
I don't think it will be a material factor that derails the market,

Supreme Court upholds birthright citizenship, blocks Trump order

All persons born or naturalized in the United States and subject to the jurisdiction thereof are citizens of the United States and of the State where they reside.”
Samuel Alitoassociate Justice
The Court has made a serious mistake,

AWS puts $1 billion into new AI unit to embed engineers with customers, joining growing wave

The currency that the customers are always talking about right now is speed,
We've had capabilities over the years, but structurally this is like getting everybody together in one business unit with a common rubric of deployment,

Chip stocks close out their best first-half and quarter on record. What investors should do now

Aaron Jengnomura analyst
There could be a few valid factors that may explain the recent share price pullback, but likely we have not yet reached the peak of this cycle,
Tech and Semis were bound for pullback,
[The... The] TPU roadmap... remains on track, or ahead,

Buffett delays annual donation to Gates Foundation pending review of Jeffrey Epstein ties: WSJ

A decision could come later in the year when he releases his annual Thanksgiving letter