Rheinmetall Earnings: Strong Results as Backlog Growth Outpaces Sales
Wide-moat Rheinmetall RHM delivered strong full-year results and guided for EUR12 billion revenue in 2025 and EUR30 billion by 2030. Guidance does not yet incorporate further defense spending potential. We…
Intel: Firm Remains Focused on Products as Lip-Bu Tan Becomes CEO
We maintain our fair value estimate of $21 per share and Standard Capital Allocation Rating for Intel INTC as the company announced former board member and well-respected semiconductor industry veteran…
Has Trump Triggered a European Stock Market Revival?
President Donald Trump’s election win last year initially led global investors to pile into US equities. But with tariffs triggering US recession fears and formerly hot tech stocks reversing, previously…
US February Inflation Comes in Softer Than Expected, but Tariff Uncertainty Remains
• After months of stalled progress, inflation cooled in February, thanks to falling prices for durable goods and core services. • Economists expected a slight uptick in the inflation rate.…
Is It Time to Buy the Magnificent Seven?
• Valuations for the once-expensive mega-cap tech stocks known as the Magnificent Seven have fallen amid the ongoing selloff in US markets. • Meta, Amazon, Microsoft, and Alphabet are now…
Schroders Sustainable Bond Fund Manager Expects Europe to Surprise Investors
Sunniva Kolostyak: Welcome to Morningstar, where I’m today joined by Saida Eggerstedt, the head of sustainable credit at Schroders. Saida, thank you very much for joining today. You’ve been mentioned…
Binance secures ‘largest investment ever’ in crypto as Abu Dhabi’s MGX pledges $2 billion
The Binance logo is displayed on a screen in San Anselmo, California, June 6, 2023. Justin Sullivan | Getty Images Emirati state-owned investment firm MGX announced a $2 billion investment…
CONVERGE LIVE updates: Former UK PM David Cameron urges Trump to consider the benefits of globalization
SINGAPORE — Welcome to CNBC’s live blog on the second and final day of CONVERGE LIVE in Singapore, where business leaders, investors and policymakers will discuss the brewing global trade…
From China’s DeepSeek moment to risks of groupthink: What tech leaders are saying on AI right now
Alibaba’s Chairman Joe Tsai speaking at CNBC’s CONVERGE LIVE event in Singapore on Wednesday. CNBC The future of artificial intelligence is a major topic of conversation among global tech and…
Trump tariff threats are pushing Canada’s largest oil producer to break its dependence on the U.S.
The Suncor Energy Refinery is seen during extreme cold weather in Edmonton, AB, Canada, on Feb. 3, 2025. Artur Widak | Nurphoto | Getty Images HOUSTON — The deeply integrated…