News & Analysis - CNBC

1. U.S., Iran signal peace progress — but remain at odds over enriched uranium, Strait of Hormuz tolls

2. Trump said he'd 'remember' companies that didn't apply for tariff refunds. Many of them are anyway

3. What the AvalonBay, Equity Residential megamerger means for the apartment industry and rents

4. Oversight Chairman Comer launches congressional probe into insider trading on Kalshi, Polymarket

5. NATO will spend hundreds of billions of dollars on defense, says Rutte, as Trump pledges 5,000 American troops to top spender Poland

6. Guzman y Gomez shares surge as much as 20% after fast-food chain says it will exit U.S. market

7. Eli Lilly says next-generation weight loss drug clears crucial obesity trial

8. Estée Lauder surges in premarket after Puig merger deal talks end

9. Oil-rich Alberta to hold a vote on whether to separate from Canada

10. The Cuba situation is starting to resemble a pre-conflict playbook

11. SpaceX scrubs test flight of massive Starship rocket, will retry Friday

12. IMAX has held ‘preliminary talks’ with potential buyers, source says

13. Mega-IPOs could signal market top, say analysts as SpaceX and OpenAI prep record floats

14. Crypto bros, scalpers and Logan Paul: Inside the world of Pokémon where cards are sold for millions

15. Anthropic, Microsoft in talks for AI chip deal after $5 billion investment

16. Workday jumps 14% as it bumps up margin forecast on AI strength

17. How Walmart's gas price warning shapes our retail outlook — plus, Honeywell's quantum connection

18. Oura, smart ring maker, files confidentially for IPO

19. Trump administration says new EPA rules will save you money at the supermarket. It's not clear they will

20. AI spending expected to top $1 trillion in 2 years. That estimate's way too low if Jensen Huang's right