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Google and Disney reach deal to restore ESPN, ABC to YouTube TV
CNBC· 2025-11-15 08:45
Alphabet and Disney on Friday announced that they've reached a deal to restore content from ABC and ESPN onto Google's YouTube TV.The deal comes after a two-week standoff between the two companies that started on Oct. 31. The stalemate resulted in numerous live sporting events, including college football games and two Monday Night Football games, being absent from the popular streaming service."We're happy to share that we've reached an agreement with Disney that preserves the value of our service for our s ...
Trump cuts tariffs on goods like coffee, bananas and beef in bid to slash consumer prices
CNBC· 2025-11-15 06:03
U.S. President Donald Trump speaks on the day he is set to sign an executive order on "Fostering the Future" in the East Room of the White House, in Washington, D.C., U.S., Nov. 13, 2025.President Donald Trump on Friday exempted key agricultural imports like coffee, cocoa, bananas and certain beef products from his higher tariff rates. The move comes as Trump faces political blowback for high prices at U.S. grocery stores. Some distributors of beef, coffee, chocolate and other common food items have raised ...
Warren Buffett's Berkshire Hathaway reveals new position in Alphabet
CNBC· 2025-11-15 05:14
Warren Buffett speaks during the Berkshire Hathaway Annual Shareholders Meeting in Omaha, Nebraska on May 3, 2025.Warren Buffett's Berkshire Hathaway revealed a new position in internet and AI giant Alphabet in a filing, making the Google parent the conglomerate's 10th largest equity holding at the end of September.Berkshire disclosed a $4.3 billion stake in Alphabet at the end of the third quarter, the filing showed. It marked a surprising move given Buffett's traditional value investing philosophy and rel ...
Walmart shares are up 312% during outgoing CEO Doug McMillon's tenure. Here's how that compares to its rivals
CNBC· 2025-11-15 04:51
Walmart logo is seen near the store in Austin, United States on Oct. 23, 2025.When incoming Walmart CEO John Furner steps into the retailer's top role, he will try to follow up a period of dramatic share growth that many of Walmart's rivals have failed to match.Walmart's stock has more than quadrupled since outgoing CEO Doug McMillon began in the role in February 2014. Across nine of the 12 calendar years when was Walmart's leader, the company posted positive stock returns.Among Walmart's main rivals in the ...
Here's where things stand on when the government will start releasing key economic reports
CNBC· 2025-11-15 00:40
Job seekers wait to enter the SacJobs Career job fair in Sacramento, California, US, on Thursday, Nov. 13, 2025. David Paul Morris | Bloomberg | Getty ImagesAs the U.S. government reopens for business, Wall Street's attention will now turn toward when critical data on employment, inflation and other economic signposts will be released.Agencies under the departments of Labor and Commerce had not posted revised schedules as of Friday morning, but updates are expected soon.Consensus expectations are that the S ...
Hot tech stock ETFs, from AI to quantum computing, have made investors lots of money. Is it time to sell?
CNBC· 2025-11-14 23:57
主题ETF市场概况 - 人工智能已成为市场最重大的投资主题之一,推动大量资金涌入主题性交易所交易基金,使零售投资者能够押注主要技术趋势 [1] - 研究公司ETF Action将主题ETF领域划分为12个主要类别和众多子类别,仅颠覆性技术类别(包括人工智能)今年资金流入规模巨大,人工智能颠覆性科技领域年初至今资金流入近200亿美元 [4] - 截至2025年前九个月,近800只ETF推出,超过了去年创下的纪录,目前美国上市的ETF数量(超过4300只)已超过个股数量 [7] 人工智能主题ETF表现 - 在ETF Action分类的近400只主题ETF中,表现最佳者年初至今上涨超过150%,也有多只下跌10% [2] - 在18只被归类为人工智能主题的ETF中,今年业绩差异达60% [6] - 大量资金流入推动相关基金规模增长,例如Global X人工智能与技术ETF资产规模增至约70亿美元,自年初以来净流入约30亿美元 [5] 具体基金产品信息 - First Trust纳斯达克网络安全ETF资产规模115亿美元,费用率0.59%,年初至今表现20% [11] - iShares人工智能创新与技术ETF资产规模76亿美元,费用率0.68%,年初至今表现30.5% [11] - Global X人工智能与技术ETF资产规模72亿美元,费用率0.68%,年初至今表现33.6% [11] - Defiance Quantum ETF资产规模32亿美元,费用率0.40%,年初至今表现37% [12] - ARK下一代互联网ETF资产规模22亿美元,费用率0.75%,年初至今表现51.2% [12] - Roundhill生成式人工智能与技术ETF资产规模11亿美元,费用率0.75%,年初至今表现55% [12] 主题投资策略特点 - 主题ETF投资需要比传统基金进行更多研究,每只新ETF上市都会带来显著的市场跟踪误差 [6] - 某些早期主题投资浪潮可能失去动能,例如围绕云计算和下一代互联主题构建的ETF在过去几年出现数十亿美元资金外流 [8] - 每个主题的时间线难以确定,有些主题持续时间较长,适合相信其将在未来三到七年内发展的投资者 [9] - 主题策略运行可能非常迅速,投资者应考虑在短期内获得显著收益时部分获利了结,同时保持对该主题的配置 [10]
JPMorgan Chase wins fight with fintech firms over fees to access customer data
CNBC· 2025-11-14 23:35
An exterior view of the new JPMorgan Chase global headquarters building at 270 Park Avenue on Nov. 13, 2025 in New York City.JPMorgan Chase has secured deals ensuring it will get paid by the fintech firms responsible for nearly all the data requests made by third-party apps connected to customer bank accounts, CNBC has learned.The bank has signed updated contracts with fintech middlemen that make up more than 95% of the data pulls on its systems, including Plaid, Yodlee, Morningstar and Akoya, according to ...
StubHub stock plummets 24% after company withholds fourth-quarter guidance
CNBC· 2025-11-14 22:48
In this photo illustration, the StubHub logo and webpage are displayed on a cell phone and computer monitor on April 17, 2024 in Los Angeles, California.StubHub's stock plummeted 24% on Friday after the company withheld financial guidance for the current quarter, citing a "long-term" focus.StubHub CEO Eric Baker told investors on Thursday's conference call that the timing of when tickets go on sale can shift from quarter to quarter, making it hard to predict consumer demand.Baker reiterated that demand for ...
U.S. and Switzerland reach trade deal to lower tariffs to 15%
CNBC· 2025-11-14 22:30
U.S. Trade Representative Jamieson Greer is interviewed by a TV network at the White House in Washington, D.C., U.S., Oct. 30, 2025.The U.S. and Switzerland have reached a trade deal, U.S. Trade Representative Jamieson Greer told CNBC on Friday.Duties will be reduced to 15%, the Swiss government said in a post on X, adding that further details will be announced at 4 p.m. local time. ...
Investor Ron Baron says the tech selloff is an opportunity and he's never selling personal Tesla stake
CNBC· 2025-11-14 21:46
罗恩·巴伦的投资策略与持仓 - 将近期科技股抛售视为发现廉价机会的时机 [1] - 个人持仓未受市场波动影响 未出售任何特斯拉个人持股 [1][2] - 为客户管理的基金几年前出售了30%的特斯拉持仓 但个人持股完全保持不变 [1][2] 罗恩·巴伦的个人资产配置 - 个人净资产的约40%投资于特斯拉 [2] - 个人净资产的25%投资于SpaceX [2] - 个人净资产的约35%投资于巴伦共同基金 [2] 特斯拉股票表现与前景 - 特斯拉股价较52周高点下跌18% [2] - 股价在周五开盘时预计下跌5% 因市场重新评估AI相关股票 [2] - 已从特斯拉投资中获利约80亿美元 [3] - 相信未来十年内可能实现当前利润的五倍收益 [3] 罗恩·巴伦的长期投资承诺 - 向基金董事会承诺将最后出售所持股票 客户完全退出后个人才会出售 [4] - 承诺在其有生之年不会出售特斯拉或SpaceX的股份 [4]