News & Analysis - CNBC

1. Apple drops 7%, Amazon surges 12% as investors pick AI winners after earnings

2. Iran targets strategic U.S. assets in Kuwait, Bahrain after Egypt drone attack

3. Oil prices ease as recovering Hormuz Strait traffic tempers war premium

4. Amazon hikes 2026 capex to $220 billion due to higher memory costs

5. Deadly storms and a global supply squeeze are sending copper prices soaring

6. AI investor Leopold Aschenbrenner forced to unwind all public stock positions after steep losses, sources say

7. A portfolio manager says investors are looking overseas as Magnificent Seven worries grow. Here are the stocks and sectors he favors

8. South Korea's 'bipolar' stock market: meltdowns, a record rally and what's to come

9. BOJ holds rates at 1%, warns of core inflation exceeding 2% target

10. Fast-fashion retailer Shein’s 3-year IPO odyssey may have cost it the ‘golden time’ to go public

11. From Hormuz to the Black Sea: Maritime battlefields are shaping ‘a new world order’

12. CXMT's blockbuster debut in Shanghai sets stage for next test against global memory giants

13. Amazon soars after CEO Andy Jassy makes the case for its massive AI investment

14. China’s U.S.-bound shipments fall in July after brief recovery, survey shows

15. SK Hynix, Samsung shares skyrocket to clock best days as AI rally roars back

16. Trump promised a 'golden age' for agriculture. Farmers in Iowa say they're still waiting

17. Tim Cook sees Apple's hybrid AI strategy as a 'competitive weapon'

18. Reddit shares sink 11% on 'choppy' search referrals even as results blow past estimates

19. China's factory activity unexpectedly contracts in July on demand slump, typhoons

20. Meta sinks 8%, continuing record losing streak, while Microsoft jumps 15% as AI trade splits