Goldman’s latest cash cow is all about funding the AI infrastructure boom
Wall Street's largest banks are riding a lucrative new wave — bankrolling the AI gold rush. Goldman Sachs was a...
stock takes
Goldman traders are on pace for a record year. A close-up look at how they're doing it
Goldman Sachs ' dealmaking prowess may grab all the glory, but the biggest driver of growth last quarter came from...
Capital One bet big on Discover. Now it must prove the gamble was worth it
Capital One poured more than $35 billion into acquiring credit card rival Discover. After a couple of lackluster quarters and...
Amazon Prime Day arrives earlier this year. Here's why Wall Street is watching closely
Amazon 's four-day Prime Day event this week could reveal something more important for the e-commerce giant than just a...
Banks weathered the storm of the Iran war. How did they do it and can they keep doing it?
Bank earnings confirmed one thing this week: The Iran war may be a major geopolitical upheaval, but not a financial...
Bank stocks have been crushed this year. 2 of our names should weather the storm
A trifecta of uncertainty — from the Iran war to AI disruption to private credit — is crushing financial stocks...
Why Corning's near record stock price and historically expensive valuation are worth it
Corning shares took a breather Thursday from this year's record-breaking run. While we can't fault profit-takers after a four-session winning...
What a credit card interest rate cap would mean for issuers like Capital One and consumers
Credit card companies are coming under bipartisan attack in Washington as persistent inflation leaves many Americans struggling to make ends...
Jim Cramer says Nvidia is the GOAT — the Muhammad Ali of the stock market
Don't sweat the decline in Nvidia stock, CNBC's Jim Cramer said Thursday. Calling Nvidia the GOAT — the greatest of...
Trump targets credit card rates. What’s at stake for Capital One and other banks
Capital One shares dropped more than 6% on Monday after President Donald Trump targeted a key way that our favorite...
Here are 5 key events that drove the stock market last week
Stocks finished higher Friday, lifted by the volatile artificial intelligence trade, leading the market to the upside for the week....
Amazon had a very big week that could shape where its stagnant stock goes next
Amazon made plenty of news this week — from advances in the cloud business to questions about its partnership with...
Big Tech's AI spending spree: Smart long-term bet or short-term risk?
In this Club Check-in, CNBC's Paulina Likos and Zev Fima break down big tech's massive artificial intelligence spending spree —...
Is Amazon on the verge of an OpenAI moment with its big investment in Anthropic?
Amazon could very well be nearing its own "OpenAI moment" with its deepening alliance and investment in Anthropic — the...
How BlackRock and Goldman Sachs are bringing Wall Street's hottest asset class to 401(k)s
Wall Street's largest firms are championing a new cause. They are bringing alternative assets — once reserved for the ultra-wealthy...
How dealmaking king Goldman Sachs aims to dominate another corner of Wall Street
Goldman Sachs has long been considered the king of Wall Street dealmaking. Now, the bank is increasing its focus on...
What will it take for Apple to get back in Wall Street's favor? Here are 3 things
It's going to take a lot from Apple earnings to get the iPhone maker out of the penalty box. In...
Jim Cramer is betting big on a financial stock that is seeking 'global domination'
Capital One stock hit a new record high on Wednesday, and Jim Cramer believes it's not done running yet. Shares...
BlackRock keeps its foot on the private-markets pedal with another acquisition
BlackRock's new acquisition pushes the asset manager one step deeper into private markets. The news The asset management giant on...
2 of our banks just boosted their dividends. Here's how their increases stack up versus our other names
Goldman Sachs and Wells Fargo shares hit record highs Wednesday after the Wall Street banks announced dividend hikes following Tuesday's...
