Jordan Klein, tech sector specialist at Mizuho Securities, joins CNBC’s Kristina Partsinevelos to discuss which semiconductor stocks could be hardest hit by ongoing trade uncertainty and which tech names could weather the storm. Plus, he takes questions from CNBC Pro Subscribers.
Trump insists bond market tumult didn’t influence tariff pause: ‘I wasn’t worried’
“I wasn’t worried,” Trump said in a Time magazine interview during which he was asked about financial market tumult.
RBC upgrades this consumer giant after earnings led to a ‘clearing event’
Consumer goods giant P&G on Thursday reported quarterly earnings that beat estimates, but revenue that disappointed, leading shares lower.
This online brokerage is a buy in this uncertain market environment, Goldman Sachs says
The firm estimated that Charles Schwab’s earnings per share will compound at a 25% compound annual growth rate, or CAGR, through 2027.
Major Wall Street shops hike their Alphabet price targets after big earnings beat
Analysts remain largely bullish on the stock, and some even lifted their targets after the company’s earnings release.
2025 CNBC Stock Draft: Follow along as contestants ranging from NBA champion Andre Iguodala to Bobby Flay make their picks
Thursday marks the 2025 CNBC Stock Draft in which financial professionals, athletes and celebrities are pitted against each other.
It may be time to scoop up this insurance stock on the dip, according to the charts
David Keller breaks down the charts on Progressive Corp.
Here’s the portfolio allocation that’s held up amid market volatility
Morningstar found diversified portfolios are beating all-stock and basic 60/40 strategies. Here’s how it breaks the allocations down.
2 major Wall Street banks love this autonomous driving stock that can withstand trade war
“We see the tariff risk as manageable and non-US market demand remains strong,” Goldman analyst Tina Hou wrote on Thursday.
An options strategy in case Tesla shares remain bumpy going forward
It may take some time for Tesla to regain its mojo, and the options market suggests it could be a bumpy ride.