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The S&P 500 is expected to grow earnings by 15% in 2026. But worries persist.
2025 would go down in history as a good year for equities, but also a period when certain risks became apparent. Supportive macroeconomic conditions will likely remain in 2026 and so far there are no clear indications that the AI narrative is fizzling out.
CNBC's Steve Liesman reports on the top economic factors to watch next year.
US stocks edge higher as the S&P500 nears 7000, with Nasdaq recovering and tech stocks improving. Market sentiment and sector moves signal strength today.
The S&P 500 (SP500) is poised for continued gains in 2026, but growth is expected to moderate after recent double-digit returns. AI infrastructure investments and global defense spending remain strong structural tailwinds, supporting sector-wide earnings and positive market sentiment.
Stacy Rasgon, senior analyst at Bernstein Research, joins ‘Squawk on the Street' to discuss what the Nvidia–Groq deal means for the semiconductor space, his take on Intel's surge in 2025, and more.
Thomas Nguyen, Saga Ventures co-founder, joins 'Squawk Box' to discuss the year ahead for initial public offerings.
Other markets look worse than in the U.S. But cracks are starting to form, Ashley Lester writes in a guest commentary.
Implied volatility has dropped to multi-year lows, with the VIX below 14 and short-dated measures even lower. Rising realized volatility alongside falling implied volatility signals potential for a sharp volatility snapback.
Today officially marks the start of the Santa Claus rally window, running from December 26 through year-end. Historically, the market has never missed three Santa rallies in a row, and after back-to-back disappointments, the odds tilt toward a positive finish this year.
Jared Bernstein, Stanford Institute economic poicy fellow, and Peter Earle, American Institute for Economic Research senior economist, join 'Squawk Box' to discuss the economic outlook for 2026.
Tom Hainlin, US Bank Asset Management national investment strategist, joins 'Squawk Box' to discuss market valuations, the consumer strength and much more.
As of Dec. 26, 2025, three stocks in the consumer discretionary sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
Stock futures were trending lower in early trading Friday following a fifth straight session of major market index gains in holiday-shortened trading Wednesday; gold and silver continued their record streak to hit new all-time highs; Nvidia agreed to buy assets from AI startup Groq; federal regulators are probing a door release issue in one Tesla model; Nike shares continued to climb after Apple CEO Tim Cook's major stock purchase.
Scott Lincicome, The Cato Institute vice president of general economics, joins 'The Exchange' to discuss Lincicome's thoughts on tariffs, trying to comply and much more.
Michael Zakkour, 5 New Digital founder, joins 'Squawk Box' to discuss the consumer and holiday retail sales data.
Sarat Sethi, DCLA managing partner, joins 'Squawk Box' to discuss how much of policy tailwinds are priced into markets, why certain stocks have been underowned and much more.
Consensus forecasts now imply substantially faster earnings growth for small-cap companies than for their large-cap peers, marking a notable reversal from recent history. Recent reporting seasons have delivered more upside surprises, and management commentary has been less cautious than in prior years.
Investing experts were wrong in so many ways this year.
I see early signs of a wealth rotation from growth to value, driven by macro and AI data center buildout trends. My thesis emphasizes the interconnectedness of AI, inflation, and leading economic indicators in shaping asset class performance.