US Markets Market Outlook

  • Cisco 'spun the quarter': Herb Greenberg

    CNBC's Herb Greenberg says Cisco has a tremendous amount of stealth inventory that's backing up its supply chain.

  • Asset managers 'canary in coal mine': Pro

    Insight to current action in the 10-Year Treasury and the stock market, with David Nelson, Belpoint Asset Management, and Lou Brien, DRW Trading Group strategist.

  • Pisani's afternoon check

    CNBC's Bob Pisani reports many are saying the U.S. is still the best place to invest, despite the weakness in Europe. He also looks at AT&T trading higher.

  • Caution is warranted: Michael Farr

    Discussing billionaire hedge fund manager David Tepper's caution on the market, with CNBC contributor Michael Farr, and Kenny Polcari, O'Neil Securities.

  • FMHR Final Trade: PFF, AAPL

    The FMHR traders reveal their final trades.

  • China GDP ignited sell-off sentiment: Pro

    Ben Willis, Princeton Securities, discusses overall market sentiment and explains how China GDP was one of the keys that ignited a "genteel" rotation out of high beta names.

  • Pisani: Rally may be over... for time being

    CNBC's Bob Pisani looks at what's driving today's sell-off and explains if the market is experiencing modest economic growth or accelerated growth.

  • The Tepper interpretation

    Gary Kaminsky, Morgan Stanley, discusses the market's reaction to David Tepper's cautious turn on the market and why investors find his comments so galvanizing. CNBC's Kate Kelly and Melissa Lee provide perspective.

  • European markets close: Financials lead decline

    CNBC's Simon Hobbs reports on all the market moving events in Europe today, including ECB forecasters cut their outlook for inflation in 2016 and a decline in Italian financials.

  • Trader on the floor of the New York Stock Exchange.

    Selling in stocks and a surge of buying in bonds accelerated after negative reports on two key legs of the economy—manufacturing and housing.

  • Confusing data for markets

    CNBC's Steve Liesman breaks down how the market is reacting to today's mixed economic data.

  • Pro's top tech picks

    Mark Mahaney, RBC Capital Markets, provides his outlook for the Internet sector and reveals what he is buying right now.

  • Cashin: Watch deflationary pressures

    Art Cashin, UBS director of floor operations, weighs in on hedge fund manager David Tepper's cautious turn on the U.S. stock market. Cashin says investors should be watching the Nasdaq and the Russell.

  • Biggest risk facing investors

    CNBC's David Faber speaks to John Burbank, Passport Capital founder & CIO, about why he believes poor liquidity in the equity markets remains the most misunderstood and biggest risk factor facing investors.

  • John Burbank's top e-commerce plays

    CNBC's David Faber speaks to John Burbank, Passport Capital founder & CIO, about his investment strategy and the Chinese e-commerce market.

  • It's 'nervous time' for David Tepper

    CNBC's Kate Kelly discusses the buzz surrounding billionaire hedge fund manager David Tepper's comment on what concerns him about the markets and U.S. economy.

  • Weaker tone in morning market

    CNBC's Mary Thompson reports retailer stocks are reacting negatively to Wal-Mart's earnings miss, and provides insight to this morning's trading action.

  • April industrial production down 0.6%

    CNBC's Rick Santelli reports the latest industrial production data.

  • Cramer: Cisco's 'magic elixir'

    CNBC's Jim Cramer breaks down Cisco's Q3 earnings beat. Cramer says the theme of Cisco is returning to growth and it's why their stock is going up.

  • Cramer: Tepper does matter

    The "Squawk on the Street" news team discusses comments made by Appaloosa hedge fund manager David Tepper on the state of the U.S. stock market. Tepper says, "I think its nervous time."