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Workday stock sinks on weak revenue guidance

by CNBC Markets | February 25, 2026 3:06 am | US Markets

The results come weeks after Workday said that CEO Carl Eschenbach is stepping down, with co-founder Aneel Bhusri replacing him.

State of the Union: Trump to announce plans for new tax cuts through budget reconciliation

by CNBC Markets | February 25, 2026 3:05 am | US Markets

Advancing any legislation through this process is now significantly more challenging given House Speaker Mike Johnson’s shrinking margin in the lower chamber.

Lucid widely misses earnings expectations, forecasts continued EV growth in 2026

by CNBC Markets | February 25, 2026 3:05 am | US Markets

For 2026, Lucid announced a vehicle production target of between 25,000 and 27,000 units, which would be a roughly 40% to 51% increase compared with last year.

Jamie Dimon says AI is already reshaping JPMorgan Chase’s workforce as bank plans ‘huge redeployment’

by CNBC Markets | February 25, 2026 2:01 am | US Markets

JPMorgan, the world’s biggest bank by market cap, has the industry’s largest annual tech budget at nearly $20 billion, and it has outlined an ambitious AI plan.

Microsoft and SpaceX’s Starlink partner on global community internet effort

by CNBC Markets | February 25, 2026 12:03 am | US Markets

The collaboration will help boost demand for Elon Musk’s space company, which has contracts with the Defense Department and NASA.

Software stocks rebound as Anthropic announces new partnerships

by CNBC Markets | February 24, 2026 11:06 pm | US Markets

Cybersecurity and software names have sold off heavily in recent weeks as investors fretted about potential disruption from artificial intelligence.

Biggest risk to the economy now? Goldman says it’s a stock market correction

by CNBC Markets | February 24, 2026 11:05 pm | US Markets

U.S. economist Pierfrancesco Mei worries that a 10% stock market pullback in the first half could cut GDP growth by half a percentage point, in one scenario.

Spirit Airlines plans to slash flights, fleet in bid to emerge from bankruptcy as early as spring

by CNBC Markets | February 24, 2026 10:29 pm | US Markets

Spirit Airlines has reached an agreement with lenders to emerge from bankruptcy by late spring or early summer.

Epstein files: DOJ may have withheld FBI interviews with Trump accuser, Rep. Garcia says

by CNBC Markets | February 24, 2026 10:27 pm | US Markets

President Donald Trump last week said the files on Jeffrey Epstein released by the Department of Justice had “totally exonerated” him.

Data center expansion reaches an ‘inflection point’

by CNBC Markets | February 24, 2026 9:27 pm | US Markets

Texas is about to unseat Virginia as the world’s largest data market, according to a new report from JLL.

Savannah Guthrie offers $1 million reward for missing mother Nancy Guthrie

by CNBC Markets | February 24, 2026 8:13 pm | US Markets

Nancy Guthrie, whose daughter Savannah Guthrie is a co-anchor of the “Today” show on NBC, was last seen entering her Arizona home on Jan. 31.

Waymo opens robotaxi service to ‘select riders’ in Houston, Dallas, San Antonio and Orlando

by CNBC Markets | February 24, 2026 8:12 pm | US Markets

Fresh off of a $16 billion funding round, Waymo is expanding its footprint in Texas and Florida.

Novo Nordisk to slash GLP-1 list prices by up to 50% in U.S. to cut costs for insured patients

by CNBC Markets | February 24, 2026 8:12 pm | US Markets

The cuts aim to make the drugs more accessible to insured patients, particularly people with high-deductible health plans or co-insurance benefit designs.

Fed’s Goolsbee calls for a hold on cuts as current rate of inflation is ‘not good enough’

by CNBC Markets | February 24, 2026 7:29 pm | US Markets

The Chicago Fed president said Tuesday that cuts aren’t appropriate until there’s more evidence that inflation is on its way down.

Nvidia earnings report collides with Wall Street skepticism over AI spending

by CNBC Markets | February 24, 2026 7:29 pm | US Markets

Nvidia is the only megacap tech stock to notch gains this year as investors have turned cautious on the hefty amounts of spending on AI infrastructure.

Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs

by CNBC Markets | February 24, 2026 6:32 pm | US Markets

AMD has secured Meta as a customer for its Helios rack-scale system, as Nvidia’s Blackwell faces heightened competition.

Jamie Dimon says ‘watch out’ as lofty asset prices add to economic risks: ‘My anxiety is high’

by CNBC Markets | February 24, 2026 6:31 pm | US Markets

JPMorgan Chase CEO Jamie Dimon is anxious as high asset levels collide with increased competition among lenders and jitters over loans to the software industry.

Home Depot tops earnings estimates for the first time in a year as demand for projects remains muted

by CNBC Markets | February 24, 2026 6:30 pm | US Markets

Home Depot beat fourth-quarter earnings expectations after missing estimates the prior three quarters.

Senators tell CFTC to make clear ban on prediction market contracts involving deaths

by CNBC Markets | February 24, 2026 6:29 pm | US Markets

A letter to Commodity Futures Trading Commission Chairman Michael Selig cites three Polymarket contracts related to a NASA launch, Venezuela and Ukraine.

Trump to deliver State of the Union address as voters sour on his economy

by CNBC Markets | February 24, 2026 6:29 pm | US Markets

Dem Gov. Abigail Spanberger of Virginia will deliver the official rebuttal for Democrats after romping to victory in 2025 on an affordability-focused agenda.
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