The S&P 500 had its worst day since December as President Trump confirmed his tariffs would proceed. Here’s what’s on CNBC’s radar going into Tuesday.
Correction risks: CBOE’s volatility expert warns stock market is underpricing tariff impact
CBOE Global Markets’ Mandy Xu contends the bond market has been more sensitive to economic uncertainty than stocks. But now, that gap may be starting to close.
Private credit is becoming more accessible to retail investors. What to know about this booming asset class
A new exchange-traded fund is bringing private credit to the masses and could open the door to more products following suit.
Goldman adds new stocks to its best-of-the-best stock list
Goldman has a “directors’ cut” conviction list consisting of 20 to 25 stocks of what it believes to be its most differentiated fundamental buy ideas.
One group of stocks is off to a hot start this year. How to play it from here
Katie Stockton on the insurance stocks and The Hartford.
Three stocks that could re-energize the AI trade this week
While semiconductor stocks came under pressure last week, a few names that are set to report could spur gains in the space.
Stocks that are ‘more insulated’ from Trump’s tariffs than their peers, according to Morgan Stanley
The forthcoming duties on Canada, China and Mexico, which are set to take effect on Tuesday, lingered over stocks to start the week.
A bitcoin trade using options if Trump’s reserve puts a floor under crypto
Mike Khouw gives a trade using the BlackRock bitcoin fund.
This under-the-radar autonomous driving play can rally 65%, says Morgan Stanley
Morgan Stanley highlighted Aurora as the clear leader in the autonomous trucking space.
This RV maker gets an upgrade from Bank of America, which sees more than 25% upside ahead
Analyst Alexander Perry sees Thor Industries rebounding this year as the Airstream maker expands its customer base and increases shipments.