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AI is driving a historic shift in capital allocation, with hyperscalers spending more than $600 billion on capex, but power constraints threaten to strand compute assets. Software moats are eroding as AI commoditizes code, leading to valuation re-ratings and fading software outperformance relative to hard asset sectors.
Stock futures dropped as investors examined bank earnings and awaited a gauge of wholesale inflation.
As of Jan. 14, 2026, two stocks in the consumer staples sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
Craig Buchholz, Burson U.S. CEO, says reputation now drives measurable returns. Their study finds strong brands earn ~4.78% extra annually, creating a $7T global “Reputation Economy,” while most firms stagnate.
Ahead of the bell US stock futures edged lower on Wednesday as investors braced for another round of big bank earnings and fresh inflation data, with an added layer of uncertainty from a pending US Supreme Court decision on tariffs. Futures on the Nasdaq 100 fell about 0.6%, while the S&P 500 and Dow were pointed down 0.4% and 0.3%, respectively, extending a pullback in financial stocks that nudged Wall Street off recent record highs.
James Pethokoukis, AEI policy analyst and CNBC contributor, says Trump's agenda blends market-friendly tax cuts with populist crackdowns on investors, buybacks, and banks — fueling uncertainty and putting Wall Street directly in his line of fire.
Lale Akoner, global market analyst at eToro, says 2026 is driven by rotation into banks and small caps, not an exit from risk. She highlights PNC as a top pick and advises diversification, including commodities.
CNBC's Becky Quick reports on the 5 things to know on January 14, 2026.
Brian Levitt, Invesco chief global market strategist, joins 'Squawk Box' to discuss the latest market trends, the search for the next Fed chair, importance of Fed independence, and more.
Consumer inflation doesn't signal January rate cut, banks join resistance to credit card rate cap, tech addresses AI power use, and more news to start your day.
The most oversold stocks in the consumer discretionary sector presents an opportunity to buy into undervalued companies.
By Marc Jones, global markets correspondent
F ederal Reserve Chair Jerome Powell delivered a blunt message Sunday night. The Department of Justice had served the central bank with grand jury subpoenas carrying the threat of a criminal indictment tied to Powell's testimony before the Senate Banking Committee last year.
Jean-Claude Trichet, former ECB President, reacts to the criminal investigation into Federal Reserve Chair Jerome Powell, arguing it represents a threat to central bank independence.
Governor of Finland's central bank Olli Rehn throws his support behind Fed chair Jerome Powell, and tells CNBC he wants to defend central bank independence.
Bank7 Corp. (NASDAQ: BSVN) will release earnings for the fourth quarter before the opening bell on Thursday, Jan. 15.
Wide-leg, high-waist pants are the top trend for women in finance this season. Popular brands include Aritzia, Lululemon, Abercrombie, Arcteryx, and Club Monaco.
In 2026 outlook, Goldman Sachs says US economic and stock market risks are overstated. The firm underscored US strength and projects continued growth.
Many indicators appear to suggest that the United States is growing despite tariffs, not because of them.
Any loss of U.S. Federal Reserve independence would push up inflation and might even endanger financial stability, Finnish central bank Governor Olli Rehn said on Wednesday as he expressed "full solidarity" with Fed Chair Jerome Powell.