Israeli Prime Minister Benjamin Netanyahu speaks during a press conference, amid the U.S.-Israel conflict with Iran, in Jerusalem, March 19, 2026. Ronen Zvulun | Reuters Israeli Prime Minister Benjamin Netanyahu sits down with CNBC's Sara Eisen as Washington and Tehran are trading sharp rhetoric over stalled nuclear talks and Iran has escalated tensions by targeting its Gulf state neighbors. That ...
Israeli Prime Minister Benjamin Netanyahu speaks during a press conference, amid the U.S.-Israel conflict with Iran, in Jerusalem, March 19, 2026. Ronen Zvulun | Reuters Israeli Prime Minister Benjamin Netanyahu sits down with CNBC's Sara Eisen as Washington and Tehran are trading sharp rhetoric over stalled nuclear talks and Iran has escalated tensions by targeting its Gulf state neighbors. That significant move comes just days after Iran signaled it was stepping back from engagement with the U.S. over its nuclear program and President Donald Trump in an interview with CNBC shrugged off the possible collapse of negotiations with Iran , saying "I don't care if they're over, honestly." Netanyahu sits down for the exclusive interview at 10 a.m. ET in Jerusalem at a crucial time for not only his leadership but the country's future. Both allies and opponents are criticizing Israel's longest-serving prime minister for failing to follow through on targeting Hezbollah in Beirut after pressure to back down from Trump. The war, which Trump initially suggested would last for several weeks, has entered its fourth month. It's spurred economic angst and oil supply concerns around the globe, with oil prices hovering just below $100 a barrel. Tune in at 10 a.m. ET as Israeli Prime Minister Benjamin Netanyahu speaks to CNBC's Sara Eisen. Watch in real time on CNBC+ or the CNBC Pro stream. 19 Min Ago Trump suggests Iran has agreed to not have nuclear weapons President Trump told The New York Post in a podcast interview that Iran agreed to not have nuclear weapons, but "'they can change their mind." CNBC has reached out to Iran's Foreign Ministry, which declined to comment. — Emma Graham 36 Min Ago Iran fired missiles at Kuwait and Bahrain, U.S. Central Command says U.S. Central Command says Iran fired missiles at Kuwait and Bahrain , marking the first time Bahrain has been attacked since the ceasefire between Iran and the U.S. was agreed to on April 7. According to Kuwait's Army HQ ...
A major data report will give investors a glimpse into how the U.S. economy is doing amid the U.S.-Iran war and persistent inflation worries — and it could sway the stock market. The Bureau of Labor Statistics is set to release its May U.S. jobs report Friday. Economists polled by Dow Jones expect the economy added 80,000 jobs last month, while unemployment remained steady at 4.3%. The report come...
A major data report will give investors a glimpse into how the U.S. economy is doing amid the U.S.-Iran war and persistent inflation worries — and it could sway the stock market. The Bureau of Labor Statistics is set to release its May U.S. jobs report Friday. Economists polled by Dow Jones expect the economy added 80,000 jobs last month, while unemployment remained steady at 4.3%. The report comes after ADP said Wednesday that private payrolls grew by 122,000 last month —above a Dow Jones forecast of 110,000. It also follows another BLS report that showed job openings in April were at their strongest level in nearly two years . "Investors will be closely watching this week's jobs report for confirmation that the labor market remains in a stable but slowing equilibrium, with both hiring and layoffs subdued in a continued 'low hire, low fire" environment," wrote Glenmede strategists Jason Pride and Michael Reynolds earlier this week. The report is also likely to move stocks, and depending on the number, the market could have an adverse reaction. JPMorgan's trading desk broke down how they think the S & P 500 will trade based on how strong or weak the report is: 40% chance — Labor market expands by 70,000-100,000, and the S & P 500 rises 0.5%-1%. 25% chance — Nonfarm payrolls grow 40,000-70,000. The S & P 500 would trade between flat and down 0.75% in this scenario. 25% chance — Jobs grow by 100,000-130,000. With a print like this, the S & P 500 could rise as much as 0.75% or fall by 0.25% on the day. 5% chance — Less than 40,000 jobs added, and the S & P 500 tumbles 1%-1.5%. 5% chance — More than 130,000 jobs are added. JPMorgan traders thing the S & P 500 could fall as much as 1% or gain as much as 0.5%. "A hotter print will see Equities reacting to bond yields, where inflation concerns could drive yields higher along with bond vol, which would be equity negative. It is also possible that we get a hotter print without a material change to the unemployment rate, in w...
Step Aside Private Credit: Partners Group Is First Private Equity Fund To Gate Investors The private credit gating-gate is spilling over to private equity. Partners Group Holding AG has capped withdrawals at one of its evergreen private equity funds amid heightened redemption pressure, as the investor anxiety that hit private credit vehicles is now spilling over to other asset classes within priva...
Step Aside Private Credit: Partners Group Is First Private Equity Fund To Gate Investors The private credit gating-gate is spilling over to private equity. Partners Group Holding AG has capped withdrawals at one of its evergreen private equity funds amid heightened redemption pressure, as the investor anxiety that hit private credit vehicles is now spilling over to other asset classes within private markets, Bloomberg reported. The Swiss firm, one of Europe’s largest listed alternative asset managers, said its $8.6 billion Global Value SICAV fund was limiting redemptions to 5% of net asset value per quarter after withdrawal requests surged to an estimated 9.8% in the second quarter, according to a letter to investors seen by Bloomberg News. Amid the surge in redemptions targeting private credit funds, a spokesperson for Partners Group told Bloomberg that there’s been a pick-up in redemption requests from private wealth clients across the firm’s evergreen portfolio. Such clients, who are typically "far more skittish than institutional investors", make up about a fifth of assets under management across its platform and a particularly large proportion of Global Value’s investor base. Partners Group is one of the pioneers of evergreen funds, which operate indefinitely and typically allow investors to withdraw at least a portion of their investments quarter-by-quarter rather than locking up the capital for a set period. It has more than 30 such funds across five asset classes with more than $56 billion combined AUM, the spokesperson said. “There are some idiosyncratic factors for this fund in particular, but indeed you do see investors broadly, after having redemption pressure within private credit for a number of quarters, now starting to redeem other asset classes,” Chief Executive Officer David Layton told Bloomberg Television on Wednesday. Most of the redemptions in the Global Value fund are coming from Asia and Australia, he said. Macroeconomic shifts and geopolitic...
From Smartphone King to Everything-Chip Contender Fifteen years ago, Qualcomm (NASDAQ:QCOM) was a pure mobile play, collecting royalties on every 3G and 4G phone sold while Snapdragon chips powered the Android wave. The decade since has been messier than the price chart suggests. A bruising licensing fight with Apple in 2017 to 2019 capped the ... What a $1K Investment in Qualcomm 15 Years Ago Is ...
From Smartphone King to Everything-Chip Contender Fifteen years ago, Qualcomm (NASDAQ:QCOM) was a pure mobile play, collecting royalties on every 3G and 4G phone sold while Snapdragon chips powered the Android wave. The decade since has been messier than the price chart suggests. A bruising licensing fight with Apple in 2017 to 2019 capped the ... What a $1K Investment in Qualcomm 15 Years Ago Is Worth Today (Hint: It’s More Than You Think)
Kenya will continue work on an isolation and treatment unit at an airbase in the East African nation that can be used to house US servicemen exposed to the Ebola virus, its health secretary said. “We will not stop it,” Aden Duale told lawmakers in the capital, Nairobi, on Wednesday. “Let’s not politicize the health of our citizens.” The announcement that construction will proceed was made despite ...
Kenya will continue work on an isolation and treatment unit at an airbase in the East African nation that can be used to house US servicemen exposed to the Ebola virus, its health secretary said. “We will not stop it,” Aden Duale told lawmakers in the capital, Nairobi, on Wednesday. “Let’s not politicize the health of our citizens.” The announcement that construction will proceed was made despite a court having directed the authorities to freeze the deal with the US and disclose details of the agreement they signed. The center being built in central Kenya is one of 23 that the government is readying should the Ebola outbreak in the Democratic Republic of Congo spreads across its eastern borders, Duale said. Kenya Ordered to Disclose Details of Ebola Center Deal With US US-Funded Ebola Facility Faces Protests as Kenya Pushes Ahead
NVIDIA (NASDAQ:NVDA) disclosed an expanded strategic partnership with Synopsys (NASDAQ:SNPS) tied to a $2 billion strategic investment earlier this year, and February reporting on the chipmaker’s most recent 13F flagged Synopsys as one of NVIDIA’s top holdings in Q4 2025, alongside Intel. Synopsys itself confirmed a $2.0 billion private placement of stock in Q1 FY2026, ... AI Designing AI: The Hid...
NVIDIA (NASDAQ:NVDA) disclosed an expanded strategic partnership with Synopsys (NASDAQ:SNPS) tied to a $2 billion strategic investment earlier this year, and February reporting on the chipmaker’s most recent 13F flagged Synopsys as one of NVIDIA’s top holdings in Q4 2025, alongside Intel. Synopsys itself confirmed a $2.0 billion private placement of stock in Q1 FY2026, ... AI Designing AI: The Hidden Reason Nvidia Owns a $2 Billion Stake in Synopsys
Getty Images I just covered Palo Alto Networks' ( PANW ) earnings (by the way, you can check it here ). If you don't know it, it is a tech company, a cybersecurity platform, and it trades at stretched multiples. And now, I am covering Ulta Beauty, Inc. ( ULTA ), which is a company that is practically the opposite of everything I said about PANW. It is still a very physical business, which needs to...
Getty Images I just covered Palo Alto Networks' ( PANW ) earnings (by the way, you can check it here ). If you don't know it, it is a tech company, a cybersecurity platform, and it trades at stretched multiples. And now, I am covering Ulta Beauty, Inc. ( ULTA ), which is a company that is practically the opposite of everything I said about PANW. It is still a very physical business, which needs to open new stores to really grow to another level, and it trades at low multiples. And even though I thought the Q1 earnings were mixed, in the end I liked the stock, and I believe ULTA is a good value play. Very different from what is currently the hype in the market, it is not a semiconductor stock or an AI stock, but if it continues executing reasonably well, opening its stores, and improving its mix, it is a potential compounder at a fair price. Ulta Beauty: Q1 Was Solid The earnings snapshot below summarizes why this quarter was still solid, even with some yellow flags (also, the image below should say FY2026 guidance instead of FY2027). Ulta Beauty managed to deliver a double beat, with a positive surprise of 12% for adjusted EPS, but with a surprise of "only" 1% for revenue and for adjusted EPS for fiscal year 2026 (considering the top end of the outlook). Seeking Alpha But even though it was not a quarter that completely surprised the market, note that the reported numbers were robust. Comp sales of more than 5%, which, together with the increase in stores, made revenue grow 11%; a gross margin improving, and consequently, an operating income that grew 11.6%. The momentum was good enough to improve the outlook. Ulta Beauty increased its expectations for operating income and adjusted EPS. Ulta Beauty Presentation As I mentioned, unlike technology companies that often sound like "rocket science," Ulta Beauty is a simple case. It finished the quarter with 1,521 Ulta Beauty stores after the expansion. Besides store expansion, it is growing volume and improving its revenu...