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Markets
Market rally collides with Iran war oil shock
The S&P 500 has reached new highs while crude prices swing sharply, leaving strategists warning that investors may be underestimating the economic drag from disrupted energy flows
Markets
Value investor Grisanti says Microsoft and Nvidia got cheap enough to buy
Chris Grisanti of MAI Capital Management told CNBC he bought into the megacap stocks in the first quarter and plans to add on pullbacks
AI infrastructure
OpenAI revenue report hits Oracle and AI chip stocks
A Wall Street Journal report on missed internal growth projections raised fresh questions about AI compute spending, though OpenAI and Oracle pushed back
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