Analysis & Explainers

Longer reads on stocks, crypto and markets - the context behind the headlines.

Markets

Cerebras Shares Hit Post-IPO Low as Nvidia Pressure and Lockup Expiry Weigh

October 3, 2026

The AI chipmaker slid roughly 20% over the week to its lowest level since listing, as CNBC tied the move to Nvidia competition and a post-lockup selloff.

Regulation

Fed Announces Enforcement Action Against Wisconsin's Ontario Bancorporation

October 3, 2026

The Federal Reserve Board said it executed an enforcement action involving Ontario Bancorporation, Inc., a bank holding company based in Ontario, Wisconsin.

Personal Finance

Bond Yields Are Rising Even After a Fed Rate Cut: What It Means

October 2, 2026

The Fed cut rates, yet bond yields are climbing. Understanding why the two can move apart matters for anyone with savings, a mortgage or a retirement account.

Markets

Twilio to Join S&P 500 as Warner Bros. Discovery Exits on Paramount Merger

October 2, 2026

Twilio is set to enter the S&P 500, taking the place of Warner Bros. Discovery, which is leaving the benchmark as it moves toward a merger with Paramount.

Earnings

Micron Beats Earnings Estimates and Guides Higher on AI Data Center Demand

October 1, 2026

Micron beat earnings expectations and issued strong guidance, CNBC reported, as data center revenue rose 11-fold amid surging AI demand.

Markets

S&P 500 Slips Despite Cooler Inflation Reading as September Ends Lower

October 1, 2026

The broad index fell Wednesday as traders looked past a softer-than-anticipated inflation report, and it ended September in the red.

Markets

IPO Postponements Accelerate in Third Quarter as More Firms Stay on Sidelines

September 30, 2026

A strong year for US listings is being met with a growing wave of companies choosing to wait, according to a CNBC report on third-quarter IPO postponements.

Economy

Raimondo: AI Will Create Jobs, but Warns of First Layoff Wave

September 30, 2026

Gina Raimondo says AI will ultimately create jobs, but tells CNBC the initial wave of layoffs is the near-term risk without proper planning.

Markets

Nvidia Adds $150 Billion to Buyback Authorization

September 29, 2026

Nvidia said it boosted its share buyback authorization by $150 billion, describing the increase as the largest in history, according to CNBC.