After years of leading the market higher, large-cap technology stocks have hit a speed bump in 2026. Concerns around artificial intelligence (AI) disruption, geopolitical tensions in the Middle East, and a softer macro backdrop have weighed on the sector. That pullback has created an opportunity to revisit some of the market’s top names at more reasonable valuations. Microsoft (MSFT), Palantir (PL...
After years of leading the market higher, large-cap technology stocks have hit a speed bump in 2026. Concerns around artificial intelligence (AI) disruption, geopolitical tensions in the Middle East, and a softer macro backdrop have weighed on the sector. That pullback has created an opportunity to revisit some of the market’s top names at more reasonable valuations. Microsoft (MSFT), Palantir (PLTR), and CrowdStrike (CRWD) are all down 25% or more from their 52-week highs. Which of these three
Union says there has been ‘far too little progress’ in talks over pay and career development UK politics live – latest updates Senior doctors in England are to be balloted over the prospect of strikes, the British Medical Association has announced. The union said that simultaneous ballots of consultants and specialist, associate specialist and speciality (SAS) doctors would run from 11 May to 6 Ju...
Union says there has been ‘far too little progress’ in talks over pay and career development UK politics live – latest updates Senior doctors in England are to be balloted over the prospect of strikes, the British Medical Association has announced. The union said that simultaneous ballots of consultants and specialist, associate specialist and speciality (SAS) doctors would run from 11 May to 6 July as both sets of medics escalate their disputes with the government. Continue reading...
In this pool photograph distributed by the Russian state agency Sputnik, Russia's President Vladimir Putin attends a meeting with Iranian President in Ashgabat on December 12, 2025. Alexander Kazakov | Afp | Getty Images Russia has found itself in the curious position of benefiting from the turmoil hitting its Middle East partner and ally, Iran. Tehran's almost total closure of the Strait of Hormu...
In this pool photograph distributed by the Russian state agency Sputnik, Russia's President Vladimir Putin attends a meeting with Iranian President in Ashgabat on December 12, 2025. Alexander Kazakov | Afp | Getty Images Russia has found itself in the curious position of benefiting from the turmoil hitting its Middle East partner and ally, Iran. Tehran's almost total closure of the Strait of Hormuz has caused global oil and gas prices to surge, filling the coffers of major oil and gas producers like Russia. Sergey Vakulenko, senior fellow at the Carnegie Russia Eurasia Center, told CNBC Tuesday that Russia's windfall from the Iran war resulting energy price growht ran into the billions of dollars. "So far the oil price, and the Urals in particular, has jumped by more than $60 a barrel and this brings the Russian state almost $9 billion per month, that's quite substantial," he told CNBC's "Squawk Box Europe." "Even the countries that were considering less oil from Russia, like India, are buying more again and the United States is even issuing dispensations for that," he noted, referring to a 30-day waiver issued by the White House earlier in March enabling countries to buy sanctioned Russian oil and petroleum products stranded at sea, in an effort to tame global energy price hikes. The price of a barrel of Russian Urals crude oil currently stands at $115 Tuesday. On February 27, the day before the U.S. and Israel launched their bombardment of Iran, the price per barrel was $57. Russian exports of helium, aluminum and nitrogen fertilizer have also given state revenues a boost, but "at an order of magnitude smaller" than oil, he noted. Stock Chart Icon Stock chart icon Brent and WTI futures for May delivery While the Russian state budget had its own problems, Vakulenko noted, with the deficit amounting to around $35 billion in the first two months of the year, the boost from the Iran war had been "palpable," nonetheless. The windfall was helping Russian President Vladi...
SpaceX is eyeing a $1.75 trillion IPO. On today’s Big Take, @EdLudlow and @davidgura discuss the company’s timing, Elon Musk’s trillionaire trajectory and how retail investors can get involved (Source: Bloomberg)
SpaceX is eyeing a $1.75 trillion IPO. On today’s Big Take, @EdLudlow and @davidgura discuss the company’s timing, Elon Musk’s trillionaire trajectory and how retail investors can get involved (Source: Bloomberg)
watch now VIDEO 10:45 10:45 Warren Buffett on Epstein files: Haven't spoken to Bill Gates 'since the whole thing unveiled' Squawk Box Warren Buffett said on Tuesday that he has not spoken to Microsoft founder Bill Gates "since the whole thing" with the Jeffrey Epstein files "was unveiled." "I haven't talked to him at all since the whole thing was unveiled," Buffett told CNBC's Becky Quick on " Squ...
watch now VIDEO 10:45 10:45 Warren Buffett on Epstein files: Haven't spoken to Bill Gates 'since the whole thing unveiled' Squawk Box Warren Buffett said on Tuesday that he has not spoken to Microsoft founder Bill Gates "since the whole thing" with the Jeffrey Epstein files "was unveiled." "I haven't talked to him at all since the whole thing was unveiled," Buffett told CNBC's Becky Quick on " Squawk Box ." "I don't want to be in a position where I know things ... to be called as a witness," he added. Asked if he was still good friends with Gates, Buffett spoke fondly of their history as friends. But, Buffett added, "I think until it gets cleared up, it doesn't make sense to do a lot of talking." "I don't want to be under oath," Buffett said in what were his first public comments about Gates since the Epstein files were released. Read more about the Jeffrey Epstein files List: High-profile people burned by past dealings exposed in the Epstein files House committee subpoenas Attorney General Pam Bondi Goldman Sachs’ Ruemmler, Bill Gates, Leon Black will testify to House panel Bill Clinton on Jeffrey Epstein: 'I saw nothing, and I did nothing wrong' DOJ withheld Epstein files about claim Trump sexually abused minor: MS NOW Buffett talked at length about the notorious sex offender Epstein, whose friendship with Gates and other high-profile people had led to damaging fallout for them as the details of their relationships have emerged with the release of the so-called Epstein files in recent months. "It is astounding to me that anyone could be that successful as a con man," Buffett said. "Men are going to like sex ... and some of them are going to like not paying taxes, and he figured out their weaknesses," Buffett said. "That guy must have been the con man of all time," Buffett said. "He had a way of conning everybody." He said that Gates could have invited him to New York to meet Epstein, but fortunately did not. "I got him to thank for not doing that," Buffett said. "...
In this article .DJI .IXIC AAPL BRK.A Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 4:47 04:47 Warren Buffett on Apple: I sold too soon Squawk Box Warren Buffett said he sold Apple too soon and would buy more of it, though not in the current market. "I sold it too soon. But, I bought it even sooner, so," Buffett told CNBC's Becky Quick in an interview Tuesday on "Squawk Box " in ...
In this article .DJI .IXIC AAPL BRK.A Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 4:47 04:47 Warren Buffett on Apple: I sold too soon Squawk Box Warren Buffett said he sold Apple too soon and would buy more of it, though not in the current market. "I sold it too soon. But, I bought it even sooner, so," Buffett told CNBC's Becky Quick in an interview Tuesday on "Squawk Box " in which he announced he's bringing back his famed charity lunch . Apple remains Berkshire Hathaway's largest holding even after the conglomerate trimmed its stake to $61.96 billion at the end of last year, according to InsiderScore. However, Buffett said Tuesday that he would continue to add to the position if it gets cheaper. He said the iPhone maker is not yet attractive even after falling more than 14% off its recent high, and dropping more than 6% this month. That's amid turmoil in the broader market, with both the Dow Jones Industrial Average and the Nasdaq Composite in a correction. Stock Chart Icon Stock chart icon Apple performance year to date "I'm very happy to have it be our largest holding," Buffett said. "I was not happy to have it be as large as almost everything else combined." "It's not impossible that Apple would get to a price, we would buy a lot of it," he added. "But not in this market." Buffett said the firm has made more than $100 billion in the stock pretax, and was favorable in his comments regarding Tim Cook 's leadership of the firm over Steve Jobs . "Tim Cook has done better with the hand. Steve Jobs — he couldn't have done what Steve Jobs did — but Steve Jobs handed him a hand that Steve would not have done as well," Buffett said. "Tim was a fantastic manager, and he's a good guy, and somehow he gets along with everybody in the world," he added. "That's a technique I wouldn't have, for example, certainly my partner, Charlie Munger , wouldn't have had it." Buffett stepped down as Berkshire's CEO at the beginning of 2026 after six decades running the...