Stock gains signal calm, but listen to Fed officials

The Marriner S. Eccles Federal Reserve building in Washington, DC, U.S., on Sunday, Jan. 12, 2025.  Samuel Corum | Bloomberg | Getty Images If investors were to judge the stability of the economy by looking at the stock market, its two-day winning streak might lead investors to think that it’s business as usual. The market’s … Read more

Apple’s market share slides in China, iPhone shipments decline: Kuo

Jaap Arriens | Nurphoto | Getty Images Apple is losing market share in China due to declining iPhone shipments, supply chain analyst Ming-Chi Kuo wrote in a report on Friday. The stock slid 2.4%. “Apple has adopted a cautious stance when discussing 2025 iPhone production plans with key suppliers,” Kuo, an analyst at TF Securities, … Read more

Broadcom’s long path to the trillion-dollar club, and Trump’s role

President Donald Trump introduces Broadcom CEO Hock Tan prior to Tan announcing the repatriation of his company’s headquarters to the United States from Singapore during a ceremony in the Oval Office of the White House, in Washington, DC, November 2, 2017. Getty Images When Broadcom tried to buy rival Qualcomm for $120 billion in 2018, … Read more

AI growth is just getting started, BlackRock’s thematic ETF head says

BlackRock expects infrastructure and cybersecurity plays to shine in 2025. Jay Jacobs, the firm’s U.S. head of thematic and active ETFs, cites the artificial intelligence boom as a major catalyst. “It’s still very early in the AI adoption cycle,” he told CNBC’s “ETF Edge” this week. According to Jacobs, AI companies need to build out … Read more