Trump says U.S. has ‘good news’ on Iran, talks to continue over weekend

President Trump tells reporters that the U.S. and Iran will jointly recover nuclear material after a deal is reached.
Video shows ships turning away from the Strait of Hormuz as confusion persists over whether sea lane is really open

The Strait of Hormuz remained effectively closed despite Iran’s declaration Friday that it is open, maritime freight and oil analysts told CNBC.
Perspective: AI demand is inflated, and only Anthropic is being realistic

The main usage metric for artificial intelligence, called tokens, looks explosive on paper, but it may be significantly overstated.
Earnings poised to stoke confidence in a stock market that has rebounded to all-time highs. Here’s what’s ahead

The fast-moving developments on the warfront add to confidence in many parts of the Street that the bottom is in for equities.
‘Too far, too fast’: Some investors warn the market’s rally may not last

On CNBC’s “Halftime Report,” some traders cautioned that the rebound in stocks might be getting too hot, and a pullback could be near.
Goldman says buy these dividend-paying energy stocks with upside potential

The firm called out a slate of buy-rated stocks that offer a combination of dividends and potential price appreciation.
Fed Governor Waller says Iran war and labor market risks are keeping central bank on hold

Federal Reserve Governor Christopher Waller on Friday said current economic conditions are complicating the approach to interest rates.
AI chipmaker Cerebras set to file for IPO as soon as today

Through the public offering, Cerebras could be worth three times more than what it was in a 2025 funding round, one person said.
Three things to know about FISA Section 702: Congress passes short-term extension of controversial surveillance program

The law allows the U.S. government to surveil people outside the U.S., including when they’re communicating with American citizens.
This biopharma stock could more than double on oral eczema treatment, Goldman Sachs says

Corvus Pharmaceuticals is developing an oral drug for a common skin condition that could push its shares a lot higher, according to Goldman Sachs.