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U.S. wealth has shifted to stocks from homes. There are big reasons to worry.

The four-year bull market in stocks is riding high because of the AI boom. But it’s also increasing the cost of money.
Bank earnings live updates: JPMorgan, Wells Fargo, Goldman Sachs and Citigroup report
Follow live bank earnings coverage for JPMorgan, Wells Fargo, Goldman Sachs and Citigroup, with third-quarter results, calls and stock moves.
The SpaceX threat could loom over AT&T’s stock for a prolonged stretch, analyst cautions

Bernstein analyst Laurent Yoon no longer recommends any of the major telecommunications stocks as he warns of more volatility ahead.
Starbucks says it is not buying Chipotle after takeover speculation
“Starbucks is not buying Chipotle,” a Starbucks spokesperson told CNBC.
The global economy is starting to look K-shaped. Here are the winners and losers, and where the U.S. fits.

IMF sees a split global economy, with countries less exposed to the oil shock and benefiting from AI demand pulling ahead
McDonald's is leaning into chicken and drinks to grow. New data shows it could be a tough task
McDonald’s is targeting growth in chicken and beverages, but Consumer Edge data shows Chick-fil-A and coffee chains gaining in customer spending.
Nvidia and AMD shares fall as new AI announcements fail to re-energize investors

The chip makers introduced hardware and software designs for future AI data centers, but the revenue potential is still far out, an analyst says.
FAA warns U.S. airlines of safety risks over Saudi Arabia after attacks
The FAA warned U.S. airlines about flight risks over Saudi Arabia as Riyadh airport attacks disrupt travel and Delta weighs an Oct. 23 launch.
Buy these stocks as plays on Google’s big spending, analyst says

Google Cloud is growing fast, but several chip makers and networking providers could be better ways to capitalize on that trend, according to Melius Research.



