New U.S. president Donald Trump may boost spending and growth, but rising interest rates will push up funding costs. » Read More
Evercore ISI says if the corporate tax rate is cut to 20 percent, it will boost financial industry earnings by 18 percent. » Read More
Here's how trader Jeff Kilburg is trying to profit from the surging dollar. » Read More
Deutsche Bank says the market will rally to 2,250 by Inauguration Day and then keep going after his policies are implemented. » Read More
Goldman Sachs lowers its 3M price target to $159 from $167, representing 8 percent downside from Friday's close.
Brean Capital estimates Netflix will spend $15 billion annually on content in five years and $25 billion annually in 10 years.
A daily look at the morning's key financial stories.
CNBC's senior market commentator Mike Santoli on what a flight from bonds and renewed interest in stocks means for the financial markets into 2017.
Stephen Weiss of Short Hills Capital Partners reviews the main factors driving stocks and how investors should be positioned for the week.
Fundstrat says when inflation began to rise from low levels, the market rallied 84 percent of the time and averaged a 15 percent return the next 12 months.
Tech investor Paul Meeks is redeploying capital in Amazon, Adobe Systems, Alphabet and Facebook on the postelection weakness.
Piper Jaffray's survey of 134 U.S. Apple stores shows only 47 percent of iPhone 7 models on average are currently in stock.
Macquarie raises its Goldman Sachs price target to $245 from $190 due to Donald Trump's economic policies.
Citi says airline price-to-earnings valuations are "reasonable to cheap" and below the historical average of 10 times forward earnings.
Less regulatory action from Consumer Financial Protection Bureau under a Trump administration is another tailwind, Deutsche Bank also says.
Consumer advocates and antitrust academics often influence telecom transactions, but corporate foils have clout, too.
Barclays says a bear market may have begun in bonds following the election of Donald Trump.
MOD Pizza, Zoe's Kitchen and Shake Shack are "rapidly" encroaching on Chipotle's clientele, according to Guggenheim.
Goldman likes Microsoft's triple-digit percentage growth in cloud computing.
New U.S. president Donald Trump may boost spending and growth, but rising interest rates will push up funding costs.
Evercore ISI says if the corporate tax rate is cut to 20 percent, it will boost financial industry earnings by 18 percent.
Jeff Vinik shared his views on the market in an exclusive interview Monday on CNBC's "Power Lunch."