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2025 CNBC Disruptor 50: AlphaSense volts to #8 on the list with launch of deep AI market research

2025 CNBC Disruptor 50: AlphaSense volts to #8 on the list with launch of deep AI market research

CNBC6 days ago

CNBC's Julia Boorstin with Jack Kokko, AlphaSense CEO, join 'The Exchange' to discuss how his company is using generative AI differently from the competition.

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Norfolk Southern Corporation (NSC): Liberation Day May Be 'The Bottom,' Says Jim Cramer
Norfolk Southern Corporation (NSC): Liberation Day May Be 'The Bottom,' Says Jim Cramer

Yahoo

time42 minutes ago

  • Yahoo

Norfolk Southern Corporation (NSC): Liberation Day May Be 'The Bottom,' Says Jim Cramer

We recently published a list of . In this article, we are going to take a look at where Norfolk Southern Corporation (NASDAQ:NSC)stands against other stocks that Jim Cramer discusses. Norfolk Southern Corporation (NASDAQ:NSC) is one of the biggest railroad transportation companies in America. The firm's performance depends on economic activity, and therefore, the firm's 13.5% share price drop after the Liberation Day tariffs were announced was unsurprising. Cramer's previous remarks about Norfolk Southern Corporation (NASDAQ:NSC) have lumped the firm together with transportation stocks and praised its management. Here are his latest thoughts: 'You know look at Norfolk Southern. The run in Norfolk Southern is just breathtaking. I just think that we are so the opposite of where we were. Everything changed. Everything changed. Liberation Day may turn out to be the bottom. We may look at Liberation Day and say you know that was when they realized, wow, are we ever on the wrong track. The market has spoken and we're wrong.' A bird's eye view of a long freight train rumbling along the tracks. In his previous comments, the CNBC host mentioned Norfolk Southern Corporation (NASDAQ:NSC)'s recent remarks about railroads: 'On the other hand, you got groups like the transports. They're just getting clocked. At a conference call today, Norfolk Southern, one of the big East Coast railroads, traced out a soft picture.' While we acknowledge the potential of NSC as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.

What analysts say it will take for the Israel-Iran conflict to rattle the markets
What analysts say it will take for the Israel-Iran conflict to rattle the markets

CNBC

time2 hours ago

  • CNBC

What analysts say it will take for the Israel-Iran conflict to rattle the markets

The Israel-Iran conflict escalated over the weekend — not that you could tell by looking at the financial markets on Monday. The major U.S. stock benchmarks opened higher. Oil prices fell. Gold, the ultimate safe-haven asset, also edged lower. Abroad, the pan-European Stoxx 600 was slightly higher and stock indexes in the Asia-Pacific region climbed, too. It is basically the mirror opposite to Friday's action, as Israel's first round of strikes on Iran's nuclear facilities coursed through global markets, sending equities lower, oil surging and gold gaining. Investors following the news over the weekend might've expected more of the same Monday, especially after learning that Israel attacked Iranian energy infrastructure. Iran's missile strikes also damaged an oil refinery in Haifa, the Times of Israel reported . So why is the market on Monday so far shrugging it all off? In simple terms, traders and investors are betting that the attacks between the two longtime adversaries will not spillover into a broader regional conflict that disrupts the global economy. Whether that's the right bet remains to be seen. As CNBC reported Monday , some market watchers say investors are underpricing "the risk of a major conflagration in the Middle East." However, not long after Monday's opening bell, The Wall Street Journal reported that Iran is signaling to other countries that it wants to end the fighting with Israel — evidence in support of the bet traders were already making. Deutsche Bank macro strategist Henry Allen weighed in on the subdued market reaction earlier Monday in a note to clients titled, "Will geopolitics actually have a market impact this time?" "Historically, it's only been when it's affected macro variables like growth and inflation," Allen wrote. "So for markets, the geopolitical events that mattered were the stagflation shocks, like the 1970s oil crises, the Gulf War in 1990, and Russia's invasion of Ukraine in 2022." Allen pointed out that while Brent crude prices jumped around 7% on Friday to roughly $74 a barrel, the international oil benchmark is still below its 2024 average of roughly $80. "So this isn't causing wider inflationary problems yet. Clearly, a larger price spike would evoke the 2022 scenario where central banks hiked rates to clamp down on inflation," Allen wrote. "But so far at least, we've yet to see that. If anything, the extent of the market's resilience to repeated shocks this year has been a significant story in itself." Our main takeaway from Deutsche Bank's note: where the price of oil goes in response to the Israel-Iran conflict matters the most for the global economy — and therefore the stock market. As CNBC's senior markets commentator Michael Santoli put it Monday: "Equites aren't going to overthink it if oil is not going to add in any more risk premium in response to anything like a conflict we're seeing right now." The biggest risk to oil prices is that Iran shuts down the Strait of Hormuz, a waterway situated between Iran and Oman that is "the world's most important oil chokepoint," according to the U.S. Energy Information Administration . Extended disruption to shipping in the Strait of Hormuz could result in oil prices spiking above $100 a barrel, Goldman Sachs estimated on Friday. About 20% of global oil production flows through the Strait of Hormuz, the firm said. To be sure, Goldman analysts said they did not believe trade disruptions had a high probability. Citigroup's global head of commodities research, Max Layton, said he would've expected to see stronger oil prices again on Monday. "Clearly, there was a lot of short-covering, a lot of call-buying on Friday and no follow-through with actual long positions today," Layton said on CNBC. Still, Layton said the market isn't ignoring the Israel-Iran situation. "There's already a very big geopolitical risk premium in the market. We estimate it's around $10 to $12 at the moment, and that risk premium is there for a reason," he said. "There's been no real oil export or oil production disruption in Iran, and yet the market is trading $10 to $12 higher. That obviously reflects the potential for a significant, if temporary, disruption to the Strait of Hormuz supply." An important counterbalance for crude prices right now is that the Organization of the Petroleum Exporting Countries is in the process of increasing oil production, Layton noted. That is "really important to help explain why there hasn't been any follow-through in terms of fresh long positions in the market today," he said. "Often investors, when they're thinking about a trade, they need not just the short-term [outlook] to be bullish. And there's obviously catalysts for higher prices in the very term. But they also need the medium-to-long-run outlook to be bullish. ... Our 12-month forecast remains $65 Brent and we haven't seen anything that would change that medium-to-long-term outlook, which is still bearish from these prices." (See here for a full list of the stocks in Jim Cramer's Charitable Trust.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.

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