Indian billionaire investor Rakesh Jhunjhunwala says he's very upbeat about his country's growth potential after the country underwent a massive banking crisis and the rollout...Asia Economyread more
There's more pain ahead for the U.S. and China amid their bilateral trade dispute, according to one expert.China Politicsread more
The U.S. government on Monday temporarily eased some trade restrictions imposed recently on China's Huawei, a move that sought to minimize disruption for the telecom company's...Technologyread more
You know there's an underlying problem when investment firms start to cut exposure to a particular asset class.Commentaryread more
Stocks in Asia mostly recovered in Tuesday afternoon trade as investors cheered a reprieve in U.S.-China trade tensions surrounding Chinese telecommunications giant Huawei.Asia Marketsread more
The issue of corporate debt has surfaced as companies continue to use the low rates the Fed has provided to lever up their balance sheets.The Fedread more
A record 257.4 million travelers are expected to opt for U.S. airlines for travel this summer, the 10th consecutive annual increase, a trade group forecast on Tuesday.Airlinesread more
Huya, a Chinese live streaming platform focused on gaming, is looking to expand into the U.S. in the next couple of years, CEO Rongjie Dong told CNBC. The U.S. is expected to...Technologyread more
Most U.S. hedge funds aren't expecting another big stock market sell-off as more firms curb bets on volatility, according to Nomura.Marketsread more
Mall owners are increasingly building out food halls with local chef-driven eateries, sushi bars and premium coffee shops.Retailread more
While Trump's lawyers had argued that the committee's subpoena did not have a legitimate legislative purpose — and was therefore invalid — Mehta took a broader view.Politicsread more
Kratos Defense & Security Solutions: "This is a very interesting one. We recommended it. We got a lot of hate mail, a lot of hate-tweets. A lot of people felt I didn't know what I was talking about. Well, the stock has been just a huge overachiever, but at this price, don't need it. Not going to push it here. We prefer to be in Raytheon. This is the cheapest defense stock. Why? Not dependent on U.S. buying. It's much more of an international play. They buy Patriot missiles as a way to placate our president. "
Anheuser-Busch InBev: "Listen to me and listen good: We do not want Anheuser-Busch. What we want is Constellation Brands, STZ, and I mean it. Really, partner, you've got to be in STZ. That's the one that's going higher. "
Alteryx, Inc.: "It's up more than 100 percent. It's almost like I should institute some rules. If it's up more than 100 percent, we kind of let it cool. I'd say this one is one of those that I talked about at the top of the show — 7 to 10 percent pullback, totally realistic. Let it happen and then do a little picking. "
Walker & Dunlop: "It doesn't have a good yield. It is an inexpensive stock, but I have no edge. We liked CBRE for a while. That's OK. But it just doesn't have what it takes right here. It just doesn't. "
Johnson Controls International: "Johnson Controls is problematic. A series of bad quarters, a new CEO, new guy comes in after that, not demonstrably successful yet. We need to see more. The proof is in the pudding and we don't have any proof yet. I don't like this industrial. It's one of the few industrials that I'm just not a backer of."
Nektar Therapeutics: "I think it's a great spec. It's got a big pipeline of drugs. You know, look, the speculative stocks aren't working that well right now, but I don't want to sell the stock here. I think that would be a big mistake."
Align Technologies: "Align Technologies is Invisalign. This is a stock everybody knows I like. It's up 60 percent. It's only down a few percent from its high. This stock is too hot. If this goes to $335, $340, buy, buy, buy. Staged buys; nothing aggressive. We don't know how long this [sell-off] is going to last."