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Ahead of the bell: AI love-in resumes Wall Street looks set to start the first full working week after the holidays firmly on the front foot. US stock futures suggest traders will largely brush off geopolitical jitters after President Nicolás Maduro was captured in a US-led operation in Venezuela.

Equities should deliver positive returns in the first half of 2026, according to JPMorgan, as easing inflation, steady growth and improving earnings offset lingering concerns over the US labour market. The bank says December's consolidation has cleared the ground for gains.

Gene Munster, Deepwater Asset Management managing partner, joins 'Squawk Box' to discuss the state of the tech sector, what to look forward to in 2026, state of the AI trade, and more.

Jay Clayton, U.S. Attorney for Southern District of New York and former SEC chair, joins 'Squawk Box' to discuss the capture of Venezuelan President Nicolas Maduro, the federal drug trafficking and weapons charges facing the Venezuelan leader, and more.

U.S. stocks settled mostly higher on Friday, with the Dow Jones index gaining more than 300 points during the session. Key chip stocks, including Nvidia (NASDAQ: NVDA) and Micron Technology (NASDAQ: MU) gained during the session.

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

The CNN Money Fear and Greed index showed almost no change in the overall market sentiment, while the index remained in the “Neutral” zone on Friday.

The Fed is facing one of its most daunting situations in years. One overlooked trend could quietly reshape market returns.

Tom Lee. Fundstrat Global Advisors head of research and Fundstrat Capital CIO, joins 'Squawk Box' to discuss the latest market trends, 2026 outlook, bitcoin price trends, and more.

‘Mornings with Maria' panel reacts to President Donald Trump's Venezuela strike, the arrest of Nicolas Maduro and the ripple effects for oil, markets and America's global rivals.

CNBC's Becky Quick reports on the 5 things to know on January 5, 2026.

Oil's winners and losers from Venezuela's regime change, December jobs report and consumer sentiment updates on deck, CES expected to highlight consumer AI, and more news to start your day.
There are few equities both in an uptrend and seeing determined buyers, says Birinyi Associates

Michael Burry says markets aren't pricing in the longer-term impacts of the US raid on Venezuela. The "Big Short" investor wrote on Substack that the "game just changed" for global energy.

European defense companies jumped in early European trading after the U.S. ousted Venezuelan leader Nicolas Maduro, while U.S. peers are expected to also trade higher when the market opens.
CNBC's MacKenzie Sigalos reports on the oil-to-inflation link crypto is keying off, plus the short-liquidation burst that helped bitcoin reclaim its 50-day moving average.

Global investors will actively seek opportunities this year in undervalued pockets of financial markets as growing concerns over an AI bubble push traders to look beyond highly valued technology stocks, according to several analysts.

Still serving a four-year prison sentence, Combs has delisted the California home after a months-long attempt to sell it.

Investors are eyeing a handful of signals as they look to distinguish between headline shock and economic transmission following the U.S. strike on Venezuela. Fibonacci Asset Management's CEO told CNBC that the movements so far reflect "modest hedging rather than flight-to-safety.

Shares in defence stocks were leading gains in Europe on Monday, following U.S. military action in Venezuela at the weekend that supported the sentiment for the sector.