Playbooks

Newsletter market updates from CNBC PRO including the “Morning Playbook” and “Stocks at Night”

Skip NavigationJoin ICJoin ProLivestreamMenuWednesday's big stock stories: What’s likely to move the market in the next trading sessionWednesday’s big stock stories: What’s likely to move the market in the next trading sessionKavitha Shastry5 hours agoThe S&P 500's rapid rise similar to the one seen before 1987 crashThe S&P 500’s rapid rise similar to the one seen before 1987 crashSarah MinTue, Jun 2nd 2026Can markets suffer from too much of a good thing?Can markets suffer from too much of a good thing?Michael SantoliTue, Jun 2nd 2026Tuesday's stock stories: What’s likely to move the market in the next sessionTuesday’s stock stories: What’s likely to move the market in the next sessionJason GewirtzMon, Jun 1st 2026Goldman Sachs added these new names to its favorite stocks listGoldman Sachs added these new names to its favorite stocks listLisa Kailai HanMon, Jun 1st 2026Jay Woods has earnings reports from two tech companies on his radar this weekJay Woods has earnings reports from two tech companies on his radar this weekMon, Jun 1st 2026One Wall Street firm is worried a June market reversal may be in the cards. Here's whyOne Wall Street firm is worried a June market reversal may be in the cards. Here’s whyMon, Jun 1st 2026Wall Street rides high into June on hopes that the war will soon come to an endWall Street rides high into June on hopes that the war will soon come to an endFri, May 29th 2026Dell shocks with booming AI server sales. Where analysts see it headed nextFri, May 29th 2026Wall Street has U.S.-Iran deal ‘headline fatigue’Fri, May 29th 2026PlaybooksFriday’s big stock stories: What’s likely to move the market in the next sessionThu, May 28th 2026

AI is boosting the stock market. But it's a threat to private creditAI is boosting the stock market. But it’s a threat to private creditThu, May 28th 2026AI play Nebius is surging after mysterious new hedge fund manager reveals stakeAI play Nebius is surging after mysterious new hedge fund manager reveals stakeThu, May 28th 2026The two oil scenarios investors should be positioning for, per Bank of AmericaThe two oil scenarios investors should be positioning for, per Bank of AmericaThu, May 28th 2026PlaybooksThursday’s stock stories: What’s likely to move the market in the next sessionWed, May 27th 2026AI stock dominance raises concerns, but the market rally is broadening Wed, May 27th 2026Hedge funds loved Micron before its run to $1 trillion. Here are their other favoritesWed, May 27th 2026Goldman raises its S&P 500 year-end forecast. It's for one simple reasonPlaybooksGoldman raises its S&P 500 year-end forecast. It’s for one simple reasonWed, May 27th 2026Wednesday's stock stories: What’s likely to move the market in the next sessionPlaybooksWednesday’s stock stories: What’s likely to move the market in the next sessionTue, May 26th 2026Bank of America says an AI shift is set to benefit Apple's stockBank of America says an AI shift is set to benefit Apple’s stockTue, May 26th 2026Credit ‘FEMO’ for driving the market higher despite Iran and other worriesTue, May 26th 2026The unofficial start to summer could be tough for stocks. Here’s what’s aheadFri, May 22nd 2026Here’s the case for 9,000 in the S&P 500 by the middle of next year, according to JPMorganFri, May 22nd 2026Wall Street will soon enter a tough period. This year it could be even tougherWall Street will soon enter a tough period. This year it could be even tougherFri, May 22nd 2026Friday's big stock stories: What’s likely to move the market in the next sessionPlaybooksFriday’s big stock stories: What’s likely to move the market in the next sessionThu, May 21st 2026BCA says the stock and bond markets 'are on a collision course.' And bonds may winBCA says the stock and bond markets ‘are on a collision course.’ And bonds may winThu, May 21st 2026Private credit defaults hit record high as interest rates soarThu, May 21st 2026Why Nvidia’s massive earnings report isn’t driving the market higher on ThursdayThu, May 21st 2026PlaybooksThursday’s stock stories: What’s likely to move the market in the next sessionWed, May 20th 2026Short sellers see opportunity as chip stocks rally breaksPlaybooksShort sellers see opportunity as chip stocks rally breaksWed, May 20th 2026Spiking yields are spooking the stock market. These equities win when rates riseSpiking yields are spooking the stock market. These equities win when rates riseWed, May 20th 2026Fading the tech boom, hedge funds just dumped stocks in record numbersFading the tech boom, hedge funds just dumped stocks in record numbersWed, May 20th 2026PlaybooksWednesday’s stock stories: What’s likely to move the market in the next sessionTue, May 19th 2026Citi says it’s the best buying set-up in this metal in 50 yearsTue, May 19th 2026Investors are leaving cash to buy stocks. That’s a sell signal, Bank of America saysTue, May 19th 2026

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