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Eli Lilly’s GLP-1 growth is only getting started as Novo Nordisk braces for a decline in 2026

by CNBC Markets | February 5, 2026 2:04 am | US Markets

The split in outlook underscores Lilly’s strong position in the obesity market, underpinned by more effective drugs and its direct-to-consumer sales strategy.

Commodities Cold War: Trump’s critical-minerals quest is linked to AI ambitions

by CNBC Markets | February 5, 2026 2:04 am | US Markets

Critical minerals have already been at the center of mounting conflict between the U.S. and China. These tensions laid bare weakness in the supply chain.

Senate Banking Chair Tim Scott believes Fed Chair Powell committed no crime in testimony

by CNBC Markets | February 5, 2026 1:06 am | US Markets

President Donald Trump recently said the investigation into Jerome Powell, led by U.S. Attorney for Washington Jeanine Pirro, should continue to the end.

Democrats lay out demands in prickly DHS funding fight

by CNBC Markets | February 5, 2026 12:14 am | US Markets

Funding for the Department of Homeland Security still needs to be worked out after President Trump signed a law that reopened most of the federal government.

Treasury’s Bessent is called Trump ‘flunky’ by Democrat at House oversight hearing

by CNBC Markets | February 5, 2026 12:12 am | US Markets

Treasury Secretary Scott Bessent took flack from Democrats while testifying before the House Financial Services Committee on Wednesday.

Microsoft brings back executive Hayete Gallot to run cybersecurity, as Charlie Bell takes new role

by CNBC Markets | February 4, 2026 11:16 pm | US Markets

Under Charlie Bell, Microsoft’s cybersecurity business grew, but the company also dealt with the fallout from cyberattacks.

Alphabet to report earnings: AI, ad momentum key to the fourth quarter

by CNBC Markets | February 4, 2026 11:16 pm | US Markets

Wall Street will be looking for more details Google’s deal to revamp Apple’s Siri virtual assistant with the search company’s Gemini AI models.

AMD’s Lisa Su says demand for advanced chips is still accelerating, as stock plummets 15%

by CNBC Markets | February 4, 2026 10:21 pm | US Markets

CEO Lisa Su said that the data center business has risen from the fourth to first quarter and demand for its CPUs is “going gangbusters.”

Fed pick: Tillis doubles down on Warsh blockade over concerns about central bank independence

by CNBC Markets | February 4, 2026 10:20 pm | US Markets

Sen. Thom Tillis told CNBC he is committed to blocking Kevin Warsh’s confirmation as Fed chair unless the Trump administration ends its probe of Chair Powell.

Trump admin to withdraw 700 federal officers from Minnesota: Homan

by CNBC Markets | February 4, 2026 10:19 pm | US Markets

The Trump administration will draw down about 25% of its law enforcement officers from Minnesota on Wednesday, border czar Tom Homan said.

Anthropic says no to ads on Claude chatbot, weeks after OpenAI made move to test them

by CNBC Markets | February 4, 2026 10:19 pm | US Markets

Anthropic said the personal nature of users’ conversations with Claude would make ads feel “incongruous.”

Software stock rout shocks Street: ‘Nowhere to hide’… ‘Morass of gloom’

by CNBC Markets | February 4, 2026 10:16 pm | US Markets

Tuesday’s tech pullback has investors worrying the negative sentiment in the sector could persist for some time.

S&P 500 is little changed amid lingering tech pressure, weak jobs data: Live updates

by CNBC Markets | February 4, 2026 8:15 pm | US Markets

Tech put on the worst performance of the 11 sectors in the S&P 500, falling more than 2% on Tuesday.

Amazon makes Alexa+ AI assistant available to everyone in the U.S. nearly a year after launch

by CNBC Markets | February 4, 2026 8:11 pm | US Markets

Alexa+ launched last year in an “early access” preview, meaning consumers had to join a waitlist or buy a new device to use the service.

Fed pick: Tillis doubles down on Warsh blockade over concerns about Fed independence

by CNBC Markets | February 4, 2026 7:14 pm | US Markets

Sen. Thom Tillis told CNBC he is committed to blocking Kevin Warsh’s confirmation as Fed chair unless the Trump administration ends its probe of Chair Powell.

Private payrolls rose by just 22,000 in January, far short of expectations, ADP says

by CNBC Markets | February 4, 2026 7:12 pm | US Markets

The U.S. labor market barely budged in January, with hiring below even muted expectations.

A surprising share of homeowners have high mortgage rates. Here’s the breakdown

by CNBC Markets | February 4, 2026 7:11 pm | US Markets

About 20% of borrowers have mortgages with a rate over 6%.

AMD is down 9% after reporting earnings. Here’s why

by CNBC Markets | February 4, 2026 6:35 pm | US Markets

The chipmaker’s stock has surged over the past year amid the AI boom

Sen. Warren, others urge FTC, DOJ to scrutinize tech AI ‘acquihire’ deals for antitrust violations

by CNBC Markets | February 4, 2026 6:34 pm | US Markets

The senators wrote that the FTC and DOJ should “carefully scrutinize these deals and block or reverse them should they violate antitrust law.”

Yum Brands posts mixed quarter, Taco Bell shines

by CNBC Markets | February 4, 2026 6:34 pm | US Markets

Taco Bell’s same-store sales spiked 7% in the quarter.
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