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U.S. stocks are rising toward records Friday following a mixed report on the U.S. job market, one that may delay another cut to interest rates by the Federal Reserve but does not slam the door on it.

Based on Visible Alpha consensus estimates, the big banks are expected to end fiscal 2025 on a relatively strong footing, building on resilient earnings through the first three quarters of the year. All four banks have announced sizeable share buybacks in 2025, helping lift EPS growth above the pace of net income expansion.

Investors are betting that "America First" is no longer just an isolationist slogan, but a policy that places US strategic interests above all else - including international norms. Metals are once again standing on top of the latest geopolitical developments.

Fundamental conditions sound good for the TSX in 2026. Metals and financials may be sectors to watch.

Job hunts are getting desperate for Americans who find themselves locked out of stable, full-time work in a stagnant job market.

QI Research CEO and chief strategist Danielle DiMartino Booth discusses economic growth during decreasing job growth on 'Making Money.'

'Mad Money' host Jim Cramer looks ahead to next week's market game plan.

'Mad Money' host Jim Cramer looks ahead to next week's market game plan.

U.S. Treasury Secretary Scott Bessent on Friday said the goal of the Trump administration's launch of mortgage-backed securities purchases is to roughly match the rate at which those bonds are rolling off the Federal Reserve's balance sheet.

The move after the 2008 housing crash to buy and rent out single-family homes is coming under fire.

Wells Fargo's Michael Schumacher joins 'Fast Money' talks if investors are getting complacent in teh current market environment.

The Dow Jones index hit a new high as the stock market rose Friday. A Donald Trump move boosted some equities.

Howard Marks of Oaktree Capital Management recently highlighted that the AI Bubble will eventually end like all technology paradigm shifts before it. As highlighted in the article below, historical valuation metrics are flashing yellow or red across the board.

Richard Fisher, Former Dallas Fed President, joins 'Closing Bell Overtime' to talk what is ahead for the Federal Reserve following the latest batch of economic data.

Sam Stovall, CFRA chief investment strategist, joins 'Closing Bell Overtime' to talk the day's record market action.

"January is unambiguous, the Fed will not be cutting." Goldman Sachs Asset Management's Lindsay Rosner joins "Bloomberg Real Yield" to give her reaction to today's US jobs report that showed nonfarm payrolls increase by 50,000 last month after downward revisions to the prior two months.

Some of the most dangerous markets don't look dangerous at all. They look calm. Even “fine.”

The stock market is off to a hot start in 2026, a good omen for the rest of the year.

U.S. stocks pressed higher on Friday after the December jobs report helped quiet concerns about the state of the U.S. labor market.

CNBC's "Closing Bell" team discusses markets, investment strategy and more with Rich Saperstein, founding principal and chief investment officer of Treasury Partners.