"We still believe the most likely outcome is slow growth and firm inflation: Not a recession, but a backdrop where the adverse effects of trade and immigration controls on growth outweigh the boost from deregulation and fiscal largesse," Morgan Stanley strategist Michael Zezas wrote.

Sky-high valuations for tech heavyweights have left investors searching for alternatives. Plus, President Trump's trade policies haven’t affected all companies the same way, creating winners (and losers) for investors to discover.

When Wall Street veteran Tom Lee speaks, investors listen. As head of research at Fundstrat Global Advisors, Lee has built a reputation for bold predictions and contrarian calls that often prove prescient.

Life Insurance Corp. of India is working with some of Wall Street’s largest banks to hedge its liabilities, according to people familiar with the matter.

Sugar Rush on Wall Street. Hershey’s Chart Is ‘Sweet’ but Oatly Group Vulnerable. Despite the healthy-living narrative, two candy stocks are defying expectations. Two beverage peers are charting diverging paths, one showing strength, the other falling flat.

Firefly Aerospace targets a $600 million IPO, offering 16.2 million shares at $35-$39 each, aiming for a Nasdaq listing under 'FLY'. Nike receives a J.P. Morgan upgrade to Overweight, with expectations of revenue growth re-acceleration into late 2026 and 2027 after recent headwinds.

Anthony Pompliano, Professional Capital Management founder and CEO, joins 'Squawk Box' to discuss the state of the crypto market, Wall Street's embrace of bitcoin, future of bitcoin adoption, and more.

FOMO Risk Rising: The U.S.–EU trade deal avoided a worst-case tariff scenario and unlocked a wave of cross-Atlantic investment. Combine that with an expected extension of the U.S.–China tariff truce, and you’ve got the makings of a short-term “buy the rumor” surge.