Small companies rising quickly to rival Big Tech as AI ‘s best trade

Artificial intelligence is no longer a narrow technology trade. It is reshaping energy markets, infrastructure spending, and portfolio construction. Investors who focus only on chips and software risk missing where the next phase of value is occurring, according to investing experts on this week’s episode of CNBC’s “ETF Edge.” Some of the trends and innovations…

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Goldman Sachs CEO looks at how to get involved in prediction markets

Goldman Sachs CEO David Solomon speaks during an interview at the Economic Club of Washington in Washington, D.C., U.S., Oct. 30, 2025. Kevin Lamarque | Reuters Goldman Sachs CEO David Solomon said Thursday the giant Wall Street investment bank is actively exploring opportunities in prediction markets, signaling growing institutional interest in a corner of finance…

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VanEck CEO delivers energy plays

A major exchange-traded fund manager suggests the oil trade won’t provide much upside ahead. VanEck CEO Jan van Eck isn’t excited by traditional energy plays, which include the year’s volatile crude trade. “The core ‘Old Energy’ world is just a sideways world right now,” VanEck CEO Jan van Eck told CNBC’s “ETF Edge” on Monday….

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Fed’s Goolsbee says inflation could come ‘roaring back’ if central bank independence goes away

Chicago Federal Reserve President Austan Goolsbee expressed caution Thursday about recent attacks on the central bank and Chair Jerome Powell, saying they could adversely impact inflation. “Anything that’s infringing or attacking the independence of the central bank is a mess,” Goolsbee said during a CNBC “Squawk Box” interview. “You’re going to get inflation come roaring…

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Stocks making the biggest moves premarket: TSM, ASML, BLK

Check out the companies making the biggest moves in premarket trading: Taiwan Semiconductor Manufacturing — The chipmaker soared 6.6% after it posted another record quarter . The company saw a 35% increase in fourth-quarter profit, beating estimates amid demand for its artificial intelligence chips. ASML Holding —- Shares of the chip-equipment manufacturer jumped 6% after…

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Morgan Stanley MS Q4 2025 earnings

People walk past Morgan Stanley global headquarters in Manhattan on March 20, 2025 in New York City.  Spencer Platt | Getty Images Morgan Stanley on Thursday reported fourth-quarter results that exceeded Wall Street expectations on the back of strong revenues from wealth management. Here’s what the company reported compared with what Wall Street analysts surveyed…

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