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Chicago Fed President Austan Goolsbee continued to express his view that policymakers could make several more rate cuts if inflation shows it is headed back to the Fed's 2% target.
Polaryx Therapeutics Inc. (NASDAQ: PLYX) shares are up on Tuesday as the company has made significant strides in advancing its clinical programs.
The combined company is expected to trade under the ticker XTND. Once listed, XTND would provide investors with exposure to another fast-growing vertical of AI: autonomous defense systems.
Subscribers to Chart of the Week received this commentary on Sunday, February 15.
REITs Rally As Rates Retreat
Lafayette College CIO Krishna Memani says we've been waiting for a soft landing for three years and it's finally arriving. -------- More on Bloomberg Television and Markets Like this video?
Some of the leading AI-related stocks have encountered turbulence since the fourth quarter of last year. Sparking the pullback seems partly due to the race among many of the Magnificent 7 stocks to invest in AI businesses, and doing so by taking on large amounts of debt, in part to build out data center capacity.
U.S. stocks traded mixed this morning, with the Dow Jones index gaining around 0.1% on Tuesday.
As expectations of a “liquidity expansion stall” harden into consensus, markets are shifting from broad beta to sharp "cross-sectional dispersion" and "hotspot trading". With “liquidity expansion stall” becoming a working consensus, pricing power tends to migrate away from macro beta and towards relative winners and losers.
Kevin Hincks says there's a lot to watch when it comes to economic data on this shortened holiday week. Keep an eye out for anything, from Tuesday's delayed retail sales print, to Friday's GDP report.
CNBC's Steve Liesman and Chicago Fed President Austan Goolsbee join 'Squawk Box' to discuss the state of the economy, the Fed's inflation fight, interest rate outlook, his thoughts on Fed chair nominee Kevin Warsh, and more.
Over the past several years, buying the S&P 500 and Nasdaq has proven to be an extremely effective strategy. However, a massive rotation is quietly unfolding beneath the surface of the indexes.
Consumer price pressures in Canada eased slightly in the first month of the year as prices at the pump fell sharply.
Jack Janasiewicz says the market is no longer willing to give a "free pass" to Mag 7 companies and others spending on AI capex buildouts, adding the market is rewarding winners and punishing losers. Jack points to the rotation in to "old economy" sectors like Staples as a way to get out of the AI trade, but he's hesitant to say the markets are in a late cycle of the bull market.
Scott Bauer (@ProsperTradingAcademy) kicks off Tuesday's coverage with his eyes on a few potential market-moving events this week. First, he's watching developments on the U.S./Iran talks as they continue, particularly the impact on the energy commodity space.
Tariffs have not derailed the economic expansion, as AI-driven capital spending has offset manufacturing headwinds. Companies are absorbing most tariff costs, but consumers still face higher prices, with household tariff costs projected to rise to $1,300 in 2026.
US stock futures were in the red on Tuesday, with Wall Street reopening after the long weekend with investors still grappling with the recent pullback in technology shares. Losses are expected to be led by the tech-heavy Nasdaq, where futures were down 0.8%, the S&P 500 down 0.4% and Dow Jones down 0.2%.
Many of the top-performing AI stocks last year have retreated. But there are bright spots.
Despite ongoing carnage affecting companies with exposure to AI technology development costs, the S&P 500 managed to eke out a small gain in the trading week ending on Friday, 13 February, 2026. The index closed out the week at 6,836.17, down 96.13 points, or 1.39%, from the preceding week.
I see a powerful convergence of industrial recovery, maturing AI, and broad-based economic growth, making this my favorite market setup since 2011. My portfolio is heavily tilted toward cyclicals—industrials, energy, housing, and transportation—capitalizing on a full-blown industrial renaissance and AI-driven CapEx cycle.