News

5 Big Consumer Discretionary Stocks to Buy Despite Recent Headwinds

NFLX, TTWO, RL, EA, ROKU

NFLX, RL, ROKU, TTWO and EA are five consumer discretionary stocks to buy, as strong subscriber growth and ad revenue gains counter sector headwinds.

OpenAI pulls back from Stargate Norway data center deal as Microsoft takes over

MSFD

The AI startup is now in discussions with Microsoft about renting compute capacity

Bank of America earnings, Kalshi's DC charm offensive, a United-American merger and more in Morning Squawk

BAC

Here are five key things investors need to know to start the trading day.

Trump threatens to fire Powell if the Fed chair doesn't leave office on his own

Though most Fed chairs in the past have left after being replaced, Powell has demurred on what he plans to do.

MOD vs. TT: Which Stock Has the Edge in Climate Solutions?

MOD, TT

Modine's data center cooling is scaling fast with long-term supply deals, while Trane counters with a record backlog and a Stellar Energy boost.

CarMax Q4 Earnings Beat Estimates Despite Pricing-Driven Margin Hit

KMX, LAD, CVNA

KMX tops Q4 EPS and revenue estimates, but pricing moves to lift sales squeeze retail margins as it targets bigger SG&A cuts.

Trump accounts sign up 5 million kids, with 1.2 million eligible for $1,000 seed money, Bessent says

Trump accounts have signed up 5 million kids, according to Treasury Secretary Scott Bessent. Here's what families need to know.

Why BLTs and salad just got more expensive — tariffs, war send tomato prices soaring

Tomato prices have risen sharply in recent months, driven largely by trade policy, economists said.

The $100 Barrel Is Back: Trading The Hormuz Havoc

CVX, XOM

On April 12, 2026, the U.S. Navy initiated a strict blockade of the Strait of Hormuz, sending immediate shockwaves through the global economy. The market reaction was swift and aggressive, with crude oil futures rising past the critical $100-per-barrel threshold. Global energy m

IonQ (IONQ) Moves 20.2% Higher: Will This Strength Last?

IONQ, HPE

IonQ (IONQ) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.