Japan's benchmark Nikkei 225 index rose 1.19% to another fresh record high for a second consecutive day, ahead of the Bank of Japan's rate decision.The central bank is slated to conclude its two-day policy meeting, where it is widely expected to keep policy rates steady at 0.5%, according to Reuters poll of economists.In a Sept. 12 note, HSBC analysts also agreed with the consensus, and forecasted that the BOJ will raise rates by 25 basis points at its October meeting.Japan's core inflation rate fell to its ...

Group 1 - Speculative stocks can be a part of an investment portfolio, but investors should be cautious and aware of the risks involved [1][2] - Speculative stocks are defined as companies with high valuations that may not be highly profitable, presenting high-risk but potentially high-reward opportunities [1][3] - Younger investors are particularly encouraged to consider speculative investments [1] Group 2 - A diverse portfolio is recommended, ideally including only one or two speculative stocks, and investors should manage gains carefully by scaling out gradually [2] - Types of speculative stocks include profitable companies with high price-to-earnings multiples, such as Palantir, and "thesis stocks" that align with current market trends [3] Group 3 - The energy sector is seeing increased interest, with companies like Bloom Energy and Oklo providing hydrogen fuel cells and nuclear power, respectively [4] - In the aerospace sector, Rocket Lab and Joby Aviation are highlighted as key players, while quantum computing stocks like IONQ, D-Wave Quantum, and Rigetti Computing are noted for their potential to rally on positive news [4] Group 4 - The current market is characterized as being "supercharged by speculation," but this does not necessarily indicate an overall market danger [5] - High-risk stocks mentioned have already experienced significant gains, and missing out on these opportunities could lead to missed rallies [5]

CNBC's Jim Cramer on Thursday explained why he thinks certain Big Tech names wield unique power in the market."If you want to make money in the market, you have to recognize the megacap stocks are their own animals and don't have to be linked to the federal funds rate," he said.He pointed in particular to semiconductor giant Nvidia, whose stock has skyrocketed quickly as companies clamor for its products amid the artificial intelligence boom. The AI powerhouse is worth more than $4 trillion, making it the m ...

Co-founder and chief executive officer of Nvidia Corp., Jensen Huang attends the 9th edition of the VivaTech trade show in Paris on June 11, 2025.Nvidia has just shelled out over $900 million to hire Enfabrica CEO Rochan Sankar and other employees at the artificial intelligence hardware startup, and to license the company's technology, CNBC has learned. In a deal reminiscent of recent AI talent acquisitions made by Meta and Google, Nvidia is paying cash and stock in the transaction, according to two people ...

Versant, Comcast's spinoff of the majority of its NBCUniversal cable network portfolio, is gearing up to go public. The new entity will trade on the Nasdaq under the ticker "VSNT" after the separation, according to a filing with the Securities and Exchange Commission Thursday. Investors also became privy to more of Versant's financials.According to the filing, Versant's revenue has been on the decline in recent years. Last year, the assets housed under Versant generated $7 billion in revenue. That's down fr ...

David Letterman takes part in the 2025 Atlantic Festival at PAC NYC on Sept. 18, 2025 in New York City."And it's no good. It's silly. It's ridiculous," he said."It's managed media," said Letterman, who hosted shows on CBS and NBC for more than three decades."I feel bad about this because we all see where this is going, correct?" Letterman told Atlantic editor-in-chief Jeffrey Goldberg at The Atlantic Festival in New York City.Late-night legend David Letterman on Thursday called ABC's suspension of Jimmy Kim ...

Summary of Key Points Group 1: Stock Analysis - Apple: The latest iPhone 17 models are considered a bargain, especially with trade-in values and provider incentives [1] - Amazon: Potential for upside if margin expansion continues, particularly in e-commerce and cloud growth [1] - Abbott Laboratories: Valued at approximately 24 times earnings, seen as a high-quality med tech stock worth holding [1] - Broadcom: Recent profit-taking due to exceeding 5% portfolio weighting, but long-term outlook remains positive [1] - Boeing: Newly added to the portfolio, expected to benefit from trade policies and has significant multi-year upside potential [1] - BlackRock: Described as a "bull market stock," with a focus on fast-growing investments [1] - Bristol Myers Squibb: Awaiting results from upcoming studies on its schizophrenia drug, Cobenfy, which could improve sentiment [1] - Capital One: Anticipating share repurchases post-Discover acquisition, with strong management praised [1] - Costco: Long-term outlook remains positive despite recent struggles attributed to market perception [1] - Salesforce: Current levels are not recommended for buying or selling ahead of the Dreamforce conference [1] - CrowdStrike: Ambitious target of $20 billion in annual recurring revenue set, indicating strong management confidence [1] - Cisco Systems: Continued support despite underperformance, with a solid dividend [1] - DuPont: Progressing towards a planned breakup, with Qnity expected to unlock more value [1] - Danaher: Facing headwinds from China but announced a significant buyback [1] - Disney: Shares have stalled, but theme park business remains strong [1] - Dover: Future outlook remains bright despite recent disappointing earnings [1] - Eaton: Potential for increased business from data centers as AI spending rises [1] - GE Vernova: High valuation justified by demand for energy generation in AI infrastructure [1] - Goldman Sachs: Expected revenue growth in investment banking and attractive wealth management business [1] Group 2: Additional Stock Insights - Home Depot: Likely to trim position due to housing market turnaround not meeting expectations [2] - Honeywell International: Shares lagging until split is complete, but value remains [2] - Linde: Continues to deliver for shareholders despite challenging end markets [2] - Eli Lilly: Position maintained due to strong performance and potential game-changing products [2] - Meta Platforms: Dominance in advertising market bolstered by generative AI [2] - Microsoft: Attractive long-term investment, with potential for trimming positions [2] - Nvidia: Partnership with Intel solidifies its leadership in GPUs [2] - Palo Alto Networks: High valuation justified by leadership in cybersecurity [2] - Starbucks: Promising turnaround plan under new CEO [2] - TJX Companies: Strongest earnings performance seen, recognized as a top retail performer [2] - Texas Roadhouse: Stock performance tied to cattle futures, expected surge in share price [2] - Wells Fargo: Positive outlook with increased buybacks and diversification into fee-based businesses [2]

A Fedex truck is seen during heavy traffic on Sept. 16, 2025 in New York City.FedEx beat on the top and bottom lines in its fiscal first-quarter earnings report on Thursday.The stock rose 5% in after-hours trading on Thursday."Our earnings growth underscores the success of our strategic initiatives, as we are flexing our network and reducing our cost-to-serve, while further enhancing our value proposition and customer experience," CEO Raj Subramaniam said in a statement.Here's how the company performed in t ...

Core Insights - CrowdStrike shares increased by over 12% following the release of better-than-expected long-term guidance during its investor day [1] - The company anticipates net new annual recurring revenues (ARR) to grow at least 20% by 2027, surpassing analyst expectations [1] - CrowdStrike aims for ARR to reach $10 billion by 2031 and double to $20 billion by 2036 [1] Company Developments - CrowdStrike announced the acquisition of AI security platform Pangea and a partnership with Salesforce [2] - Wells Fargo analyst Andrew Nowinski highlighted CrowdStrike as the most advanced security platform in the industry, emphasizing the impact of new AI-based solutions [2] - Several Wall Street firms have raised their price targets for CrowdStrike following the announcements [2]

Nvidia CEO Jensen Huang said that the company's $5 billion investment and technology collaboration with Intel comes after the two companies held discussions for nearly a year.Huang said that he communicated personally with Intel CEO Lip-Bu Tan about the partnership. He called Tan a "longtime friend" on a Thursday call with reporters after the companies announced that Nvidia would co-develop data center and PC chips with Intel as part of the investment deal. On the call, Tan said he and Huang have known each ...