| NATO aircraft shoot down drone over Latvia, which blames 'Russian electromagnetic warfare' |
| Stock market continues run to records. Bank of America says only two things can stop it |
| Here are Friday's biggest analyst calls: Nvidia, Apple, SpaceX, SanDisk, JPMorgan, Dell, Wayfair, Micron & more |
| Anthropic's investor talks, Workday's stock surge, Apple's new facility and more in Morning Squawk |
| Sandisk is up more than 500% this year. JPMorgan says there are more gains ahead |
| Arm co-founder Hermann Hauser’s AI warning: The revolution is real, but so is the bubble risk |
| Data centers in space could be a new frontier for insurers — if they can price the risk |
| Stocks making the biggest moves premarket: Reddit, Applied Materials, Sandisk, Wayfair & more |
| Wayfair has been on a tear of late. Bernstein doesn’t see momentum slowing |
| Nintendo shares pop 7% after 'Pokémon Pokopia' sales top 5 million |
| Treasury yields rise as U.S. threatens Iran with more economic sanctions |
| AI’s infrastructure boom is getting more leveraged — and harder to track |
| ‘Absolutely unacceptable’: Japan PM Takaichi condemns Putin’s visit to disputed Kuril Islands |
| Tata chairman’s shock exit move puts JLR owner's bets on chips, iPhones and Air India at risk |
| Oil moves higher as U.S. threatens 'economic isolation' of Iran |
| Trump ally Nigel Farage wins special election to return to UK parliament |
| Higher-rated corporate debt might not be the best trade. Goldman weighs in on credit quality |
| How a niche copper trade became a real-time gauge of Trump’s next tariff move |
| China built robots that can do backflips – but can they make money? |
| CNBC Daily Open: An 'indefinite' war, and a record-breaking rally |