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David Royal, Chief Financial and Investment Officer at Thrivent, says shutdown risks are real but market impact muted, while Fed cuts, weak jobs data, and small-cap strength shape outlook.

CNBC's Angelica Peebles joins 'Squawk Box' with the latest news.
Wall Street stock futures were in positive territory on Monday, building on the positive momentum from the end of the past week ahead of further important economic data due in the coming days. The Nasdaq 100 is expected to open at least 0.5% higher, with the S&P 500 called up 0.4% and the Dow Jones predicted to rise 0.3%.
US stock futures showed some gains on Monday, with Dow futures soaring 200 points, as traders tried to shake off last week's setbacks. After a week of jitters around AI hype cooling off and new tariff threats from the President looming, investors are taking a breath.
Bubble-risk perception surrounding tech stocks is still fairly mild versus what it was back in 2021, says Deutsche Bank.

What to know about October's market-crash potential — and what you can ignore.

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m.

Robinhood leads seven merry stocks, including memory plays and last year's top performer.
U.S. stocks settled higher on Friday, with the Dow Jones index gaining around 300 points during the session following the release of inflation data.

CNBC's Becky Quick reports on the 5 things to know on September 29, 2025.

Four biotechnology stocks have surged into the top 10th percentile for momentum ranking, demonstrating remarkable week-on-week technical strength and strong price action.

Stock futures rose amid continuing optimism over big tech and expectations of Federal Reserve rate cuts.

Stephanie Link, Hightower Advisors chief investment strategist and portfolio manager, joins 'Squawk Box' to discuss the latest market trends, state of the economy, where investors can find opportunities right now, and more.

The most oversold stocks in the communication services sector presents an opportunity to buy into undervalued companies.

What matters in U.S. and global markets today

Federal government shutdown deadline looms, September jobs report could be delayed, Tesla reports EV deliveries, and more news to start your day.

The senior US stock indices have trended upward with only minor pullbacks since April, leaving them very overbought by most measures and at their highest valuations in history. At this time we suspect that the overall bullish trend will continue until the end of this year (with a significant intervening correction), but it could continue for much longer than that.

Shares of pot companies advanced in early premarket trading on Monday following a social media post by U.S. President Donald Trump over the weekend that suggested potential health benefits from the use of cannabidiol.
Gavekal Research predicts more stock repurchases are coming, representing an additional tailwind for the current bull market.