CNBC Business News Update

Markets trade mixed with underlying mini corrections and notable movers. U.S.-Iran nuclear talks and tense rhetoric send U.S. crude prices higher. Corporate shakeups surface as a major hotel chairman retires amid controversy and a studio reportedly reopens sale talks. An activist firm may push for changes at a cruise line. Cultural celebrations and box office updates round out the report.

Markets start mixed after a rocky week with tech pullbacks and index divergence. A major hotel chairman steps down amid ties to a notorious financier. Media sale chatter heats up as studios weigh bidding strategies. Activist investors accumulate a big stake in a cruise giant. Geopolitical talks lift oil prices amid renewed supply concerns.

Dan Ives, a Wedbush analyst known for bold takes on AI and tech, and Mark Zandi, Moody’s chief economist, whose inflation analysis grounds the discussion. They cover this week’s market sell-off and tech valuation stress. They parse cooler-than-expected CPI and how one-off factors skew inflation readings. They also note a steep drop after disappointing social media results.

Lizanne Saunders, Chief Investment Strategist at Charles Schwab, offers concise market commentary and analysis. She discusses rapid rotations into AI trades and why short-term money chases new themes. She also comments on sector shifts and investor sentiment amid intraday market rebounds and notable corporate forecasts.

Steve Leisman, senior economics reporter at CNBC, breaks down why this January’s CPI surprised differently and how tariff pass-throughs matter. He walks through market reactions to the softer inflation print. Short takes cover Applied Materials’ AI-driven outlook and Coinbase’s rally amid a surprise loss.

Quick market roundup: stocks slipping and software names selling off amid rotation and hidden weakness. Big tech showing notable declines while NVIDIA bucks some trends. Preview of Friday's CPI print and how it could influence policy. Housing sales cooled sharply and unemployment claims nudged higher. Soybean futures rise on thawing China demand and several corporate earnings to watch.

Sara Eisen, CNBC correspondent who breaks down economic measures and consumer affordability. She explains the new 'trueflation' metric and why it matters. She also covers the sharp drop in existing home sales and shifting housing-market details. Markets dipped with tech pressure and investors eyeing upcoming CPI data.

A morning market bulletin covering mixed stock action with Walmart and NVIDIA moving the indexes. Congress votes to overturn tariffs on Canada amid talk of a possible veto. Jobless claims tick higher as rehiring slows. Flight attendants protest at American Airlines and calls grow for leadership change. Retail spending cools after the holidays and middle-income financial strain rises.

Quick market roundup highlighting movers like IBM, Salesforce and Boeing. A look at McDonald’s traffic gains, value-menu strength and a dividend increase. Surprising payrolls data showing stronger-than-expected January hiring and a dip in unemployment. Discussion of which sectors added jobs, corporate layoffs across industries, and weather-driven demand lifting a power-equipment maker.

Markets trade mixed after a stronger-than-expected January payrolls report and a tick down in unemployment. Discussion highlights job growth concentrated in health care and education and revisions to prior payrolls. Coverage also spotlights NVIDIA volatility, major corporate moves and cuts, commodity swings, and an earnings watch centered on McDonald's.