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A surprising share of homeowners have high mortgage rates. Here’s the breakdown

by CNBC Markets | February 4, 2026 7:11 pm | US Markets

About 20% of borrowers have mortgages with a rate over 6%.

AMD is down 9% after reporting earnings. Here’s why

by CNBC Markets | February 4, 2026 6:35 pm | US Markets

The chipmaker’s stock has surged over the past year amid the AI boom

Sen. Warren, others urge FTC, DOJ to scrutinize tech AI ‘acquihire’ deals for antitrust violations

by CNBC Markets | February 4, 2026 6:34 pm | US Markets

The senators wrote that the FTC and DOJ should “carefully scrutinize these deals and block or reverse them should they violate antitrust law.”

Yum Brands posts mixed quarter, Taco Bell shines

by CNBC Markets | February 4, 2026 6:34 pm | US Markets

Taco Bell’s same-store sales spiked 7% in the quarter.

Uber reports 20% revenue growth in fourth-quarter, fueled by food delivery

by CNBC Markets | February 4, 2026 6:32 pm | US Markets

Uber said revenue in its food delivery business increased 30%, beating analysts’ estimates.

Rough winter weather hits homebuyers, tanking mortgage demand

by CNBC Markets | February 4, 2026 6:31 pm | US Markets

Mortgage demand dropped sharply last week, even though interest rates moved slightly lower. The culprit was likely the recent winter storm.

Eli Lilly blows past quarterly estimates, posts strong outlook as Zepbound and Mounjaro sales soar

by CNBC Markets | February 4, 2026 6:30 pm | US Markets

Eli Lilly’s full-year guidance comes in stark contrast to the outlook of Novo Nordisk, which warned it sees sales and profit declining as much as 13% this year.

China ramps up threats over Panama Canal ruling that handed Trump a major victory

by CNBC Markets | February 4, 2026 4:19 pm | US Markets

The Panama Canal has been thrust into the middle of a power struggle between the U.S. and China, the world’s two largest economies.

Novo Nordisk shares tumble 18% as CEO warns it will get worse before it gets better

by CNBC Markets | February 4, 2026 2:19 pm | US Markets

Just as Novo Nordisk showed signs of a recovery, another cold shower hit investors as the drugmaker surprise prereleased its 2026 forecast late Tuesday, sending shares tumbling. 

Asian software stocks plunge after U.S. peers decline on fears over AI-led disruption

by CNBC Markets | February 4, 2026 12:29 pm | US Markets

Wall Street’s fears around artificial intelligence-driven disruption affecting software companies have made their way into Asia.

Fed’s Stephen Miran resigns from White House post

by CNBC Markets | February 4, 2026 12:29 pm | US Markets

Federal Reserve Governor Stephen Miran has stepped down from his position as chair of the Council of Economic Advisers, CNBC has confirmed.

‘Muskonomy’ shakeup: SpaceX valuation approaches Tesla’s after merger with xAI

by CNBC Markets | February 4, 2026 8:25 am | US Markets

Elon Musk is now overseeing two companies worth over $1 trillion, at least on paper.

Pinterest CEO rebukes, fires ‘obstructionist’ employees who created tool to track layoffs

by CNBC Markets | February 4, 2026 7:20 am | US Markets

Pinterest CEO Bill Ready lashed out at staffers who created an internal tool to track layoffs at the company, and fired those involved.

Senate Banking Democrats demand delay on Warsh nomination until Powell and Cook investigations end

by CNBC Markets | February 4, 2026 6:09 am | US Markets

Sen. Thom Tillis, R-N.C., has separately vowed to hold up the nomination until the DOJ resolves its criminal investigation of Fed Chair Jerome Powell.

Oil giants brace for a bruising earnings season — with shareholder returns at risk

by CNBC Markets | February 4, 2026 6:09 am | US Markets

A weaker crude price environment has ramped up the pressure on Big Oil’s commitment to allocating cash to shareholders.

Microsoft promotes sales leaders as company pursues AI growth

by CNBC Markets | February 4, 2026 6:07 am | US Markets

Judson Althoff, CEO of Microsoft’s commercial business, wants to reduce the customer feedback loop as the company sells artificial intelligence services.

AMD shares drop as forecast comes up short of some expectations

by CNBC Markets | February 4, 2026 5:05 am | US Markets

AMD’s first-quarter forecast fell short of what some analysts were hoping for amid an AI spending boom.

Trump: If states can’t run elections ‘honestly,’ then ‘somebody else should take over’

by CNBC Markets | February 4, 2026 5:04 am | US Markets

Trump had been asked what he meant when he called on members of the Republican Party to “take over the voting” in a recent interview with Dan Bongino.

Nvidia, OpenAI appear stalled on their mega deal. But the AI giants still need each other

by CNBC Markets | February 4, 2026 4:05 am | US Markets

Five months after OpenAI and Nvidia announced a $100 billion deal, no contract has been signed and no money has changed hands.

AMD beats on revenue, earnings as overall sales rise 34% driven by AI

by CNBC Markets | February 4, 2026 3:04 am | US Markets

Advanced Micro Devices reported fourth-quarter earnings on Tuesday that topped expectations and provided a stronger-than-expected forecast.
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