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The AI infrastructure boom is entering a new phase. Spending is no longer being limited primarily by whether companies want more computing power, but by how quickly the industry can build it.

A million-dollar VOO position looks like a retirement plan until you check the actual monthly deposit. What lands in the bank account reveals a gap that forces retirees into a choice most fund fact…

Palantir just staged one of the sharpest recoveries in enterprise software, but the stock still sits below where the year began and trades at a valuation that makes most analysts nervous. The math on…

Trade Desk stock has spent a year bleeding out while a direct competitor surged nearly 50%, and the two trajectories together reveal something specific about where the sell decision actually stands.

For much of 2026, investors have been trying to reconcile two competing forces: a Federal Reserve that wants inflation back at 2% and a White House that has pushed for lower borrowing costs.

Jeff Currie, Real Macro CEO, joins 'Squawk Box' to discuss the latest oil price trends, ongoing choke points for fuel products, impact on the Fed's interest rate decision, and more.

The Fear & Greed Index reached 74 on Tuesday after sitting at 27 less than two weeks ago, showing how quickly traders have gone from caution to chasing risk.

Invesco QQQ Trust (NASDAQ:QQQ) offers AI exposure through the customers rather than the suppliers.

On CNBC's Options Action, Oliver Renick flagged a single trade in the SPDR Gold Trust (NYSEARCA:GLD) that was hard to ignore.

One wallet bought heavily into a yield token, which pushed the price of its paired principal token down just enough to trigger liquidations across borrowers using it as collateral.

The Roundhill Memory ETF (CBOE:DRAM) has become the retail trade of the year.

BlackRock just launched a Bitcoin fund that writes covered calls to generate monthly income, and its debut distribution caught a lot of IBIT holders off guard. Before you dismiss it or rush into it…

The Invesco S&P 500 Equal Weight ETF (RSP), the oldest, largest, and most popular ETF using this approach surpassed $100 billion in assets for the first time this month. In 2026, the equal-weight…

Investors who bought the iShares National Muni Bond ETF (NYSEARCA:MUB) did so for a good reason: it is the cheapest, most liquid way to own a diversified basket of federally tax-free municipal bonds.

Goldman Sachs (NYSE:GS | GS Price Prediction) is paying up to $2.25 billion for NEOS Investments, the issuer behind NEOS Nasdaq-100® High Income ETF (NASDAQ:QQQI).