Eric Rosenbaum
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Articles by Eric Rosenbaum
Feeling isolated? Half of in-office workers describe their jobs as 'remote,' NY Fed survey finds
Corporations have made the case that in-office work is critical to the collaboration and productivity that fuels business growth, but new research from the New York Fed pokes holes in this push, citing a "staggering share" of office-based workers who describe isolated roles. Researchers at the Federal Reserve Bank of New York find in a survey of college-educated workers that roughly half say in-office days are dominated by Zoom calls, Slack threads, and few actual interactions with colleagues.
Everything changed for the oil, AI and bond trades over the past month Original
watch now If there was one safe bet over the course of 2026, it was that treasury yields would rise alongside a move up in oil futures contracts. Over the past month, that ended, and according to Jeffrey Rosenberg, senior portfolio manager of the Systematic Alternatives ETF (IALT) at BlackRock, the world's largest asset manager, the breakdown in that trade has big implications for the market.
US workers' connection to their jobs hits lowest level since 2011, Gallup poll finds
Gallup's measure of U.S. employee engagement fell to 29% in Q3 2026, its lowest level since 2011. Engagement peaked at 36% in 2020, fell to 31% by 2024 and held there through the first half of 2026 before a notable Q3 decline. The quarterly decline was concentrated among remote and hybrid workers, particularly those at organizations that have integrated AI, the polling shows.
To AI-proof your career, learn to 'build and sell,' says $100 billion cybersecurity firm founder
watch now CNBC is now accepting nominations for the 2027 Changemakers List. Cloudflare says it sees 234 billion cyberthreats each day, and the $100 billion cybersecurity company is facing the onslaught with a leaner company. Cloudflare laid off roughly 20% of its workers last May, citing artificial intelligence specifically, with hits coming hard in areas including finance, revenue operations, marketing operations and recruiting, where as many as four roles were suddenly whittled down to one.
Schwab to create 'tax-aware' strategy that's been attracting billions from wealthy investors
When Charles Schwab released its quarterly earnings on Thursday, it wasn't the quarterly earnings per share print in the numbers that caught the attention of those who manage money for wealthy stock investors — it was a $60.7 billion figure. That was reported in a detail about margin loan balances which increased 14% quarter-over-quarter to $187.9 billion, including a whopping $60.7 billion related to what are known as "tax-aware" long/short strategies used by many registered investment advisors.
A lot changed in stock market in just a few months. The single biggest risk did not
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Equal-weight failed. Now tech stocks look shaky again. So what should you do about S&P 500 risk?
Traders celebrating at the New York Stock Exchange on April 15, 2026, as the S&P 500 closed above the 7,000 level for the first time. NYSE Long-term investors who follow one simple piece of advice have tended to benefit from it: as the market twists and turns, do nothing. But the S&P 500 of today, and the bull market of the past decade, are unique in some ways, led by a concentration at the top in a handful of tech stocks that has few historical precedents.
Equal-weight failed. Now tech stocks look shaky again. So what should you do about S&P 500 risk?
World News 10 hours ago India becomes increasingly vital to Abu Dhabi’s Mubadala amid global fragmentation Semafor - — Ed Clowes • 10h Abu Dhabi’s Mubadala sees India as increasingly vital in the emerging world order.
Gina Raimondo thinks AI ultimately will create jobs. It's the initial mass layoffs wave that worries her
The most responsible thing to say on the topic of AI and job market disruption is that no one knows what will happen long-term when attempting to forecast net job losses or new job creation. But former U.S. Commerce Secretary Gina Raimondo is certain that if U.S. corporations and the government do not carefully plan the coming AI transition period, layoffs are likely to mount in the short-term with drastic repercussions for society.
Gina Raimondo thinks AI ultimately will create jobs. It's the initial mass layoffs wave that worries her
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Gina Raimondo thinks AI ultimately will create jobs. It's the initial mass layoffs wave that worries her
Gina Raimondo considers herself to be an AI optimist. She wants her children to live in an America where jobs we can't even think of today will be created, and where the benefits of AI spread: "Better healthcare, better technology, better data," she says. So why is it that the former U.S. Commerce Secretary and Rhode Island Governor is so worried about the threat of mass layoffs ripping apart the fabric of U.S. society? Lack of planning, she says.
The market's new 'super-cycle' hedges for world whipsawed by supply shocks and inflation
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The market's new 'super-cycle' hedges for world whipsawed by supply shocks and inflation
watch now Oil has been a great trade in 2026, with wars between the U.S. and Iran war and Russia-Ukraine resulting in rising crude prices and big profits for opportunistic traders. Broad-based energy sector ETFs such as XOP are up roughly 40% this year, while ETFs betting directly on the price of oil, like USO, are up a lot more than that.
Bitcoin is back, but potential Clarity Act fail and Dem midterms win could come for crypto prices Original
watch now Bitcoin's price has shown recent strength, with the cryptocurrency rising roughly 20% over the past month and back near the $80,000 level. For the volatile digital asset class, sharp moves are nothing new and bitcoin's performance in 2026 remains negative. It's still down close to 10% this year. The reasons for the recent rebound are multiple.
The capacitor supply chain bottleneck is becoming a bigger AI trade in the market
watch now Trading on commodity cycles within the technology sector is nothing new, and it's often associated with peak moments. Semiconductor ETFs like iShares Semiconductor ETF (SOXX) and VanEck Semiconductor ETF (SMH) date back to the 2000/2001 period. For decades, the quarterly 13F filings of hedge funds have also detailed rapid movements into and out of chip stocks as booms and busts proceeded.
Can international stocks continue to beat S&P 500? A weak U.S. dollar will help
watch now For years, U.S.-based investors ignored international markets and the argument for geographic diversification in stocks, and they paid no penalty for their provincial approach. Booming large-cap U.S. stocks trounced their overseas counterparts. But many investors woke up to the opportunity in foreign stocks in 2024 and 2025 as concerns about the valuation of the U.S. market relative to the world and its concentration in a narrow technology theme intensified.
How to exploit the value gap between the S&P 500 and everything else in the market
watch now The stock market is still doing great. Despite the anxiety among investors that the bull market has to end, and all the headwinds that can be pointed to that may cause a correction if not a bear market, 10 out of 11 sectors in the S&P 500 just beat earnings estimates. That stat is among the reasons that Sam Huszczo, founder of SGH Wealth Management, is still in the bullish camp.
The VC-backed fintech using AI to challenge BlackRock and start a new fee war in ETFs
watch now The fee war was supposed to be all but over in the ETF industry, with dominant fund companies led by Vanguard, BlackRock and State Street pushing fund fees as close to zero as they can get. But Corgi Invest, the new ETF arm of VC-backed fintech Cori Insurance, has other ideas.
Jamie Dimon's dual stock and bond market warning: Investors already acted on one of the two calls
JPMorgan CEO Jamie Dimon warned this week that investors may be underestimating the risks in the stock market. But the CEO of the nation's biggest bank also said he would not buy long-term treasuries, which historically have been a "flight to safety" trade to offset equities risk. ETF flows data year-to-date shows that investors continue to pile into equity funds, but they have already moved in a major way on Dimon's bond call.
The ETF market is pushing the limits of the leverage it can handle. SK Hynix is the latest example
Eric Rosenbaum The exchange-traded fund market has experienced a three-decade boom led by low-cost, tax-efficient, core index fund investments. But many recent big winners have been single-stock ETFs levering up both bullish and bearish bets on momentum plays, typically tech stocks, such as SpaceX and Nvidia.
Autonomous freight trucking company Einride rises sharply in first trade on Nasdaq
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Autonomous freight trucking company Einride rises sharply in first trade on Nasdaq
watch now Autonomous EV freight trucking company Einride rose sharply in its first day of trading on the Nasdaq. The company went public on Wednesday morning under the ticker symbol "ENRD." Einride shares were higher by as much as 90% during trading on Wednesday morning. Trading was temporarily halted by the Nasdaq mid-morning due to the the rapid move in shares, based on its "limit up-limit-down" protocol that is triggered by rapid moves in the price of shares.
Why BlackRock's Rick Rieder feels a bit more relaxed about AI bull market than dotcom era
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Why BlackRock's Rick Rieder feels 'a bit more relaxed' about AI bull market than dotcom era
watch now Rick Rieder oversees roughly $2.4 trillion in assets for BlackRock. He has been at the world's biggest money manager for close to two decades now, and he has seen a lot take place in the market. But, he says, nothing like this. "I think we're going through an extraordinary period of time. I don't think we've ever seen anything like this," he told CNBC's Scott Wapner at the CNBC CEO Council Summit in Washington, D.C., on Tuesday.
27. Waabi
Founder: Raquel Urtasun (CEO) Launched: 2021 Headquarters: Toronto Funding: $1.2 billion Valuation: N/A Key Technologies: Artificial intelligence, autonomous vehicles, deep neural networks/deep learning, generative AI, machine learning, robotics, digital twins Industry: Automotive Previous appearances on Disruptor 50 list: 1 (No. 35 in 2025) Igor Gnedo, Antonina Lepore & Adrianne Paerels Waabi, founded and run by former Uber autonomous technology executive Raquel Urtasan, is in a race to make...
3. Databricks
Founders: Ali Ghodsi (CEO), Matei Zaharia, Reynold Xin, Ion Stoica, Patrick Wendell, Andy Konwinski, Arsalan Tavakoli-Shiraji Launched: 2013 Headquarters: San Francisco Funding: $20 billion Valuation: $134 billion Key Technologies: Artificial intelligence, cloud computing, explainable AI, generative AI, machine learning, digital twins, low code/no code software Industry: Enterprise technology Previous appearances on Disruptor 50 list: 6 (No. 3 in 2025) Igor Gnedo, Antonina Lepore & Adrianne...
No 1. on CNBC Disruptor 50 list 2026
Founders: Dario Amodei (CEO), Daniela Amodei, Chris Olah, Jack Clark, Jared Kaplan, Sam McCandlish, Tom Brown Launched: 2021 Headquarters: San Francisco Funding: $60 billion Valuation: $900 billion Key Technologies: Artificial intelligence Industry: Enterprise technology Previous appearances on Disruptor 50 list: 2 (No. 4 in 2025) Igor Gnedo, Antonina Lepore & Adrianne Paerels Anthropic has earned the top spot on this year's Disruptor 50 list with growth that is remarkable and a valuation...
34. Lead Bank
Founders: Jacqueline Reses (CEO), Erica Khalili, Homam Maalouf, Ronak Vyas Launched: 2022 Headquarters: Kansas City, Missouri Funding: $110 million Valuation: $1.5 billion Key Technologies: N/A Industry: Fintech Previous appearances on Disruptor 50 list: 2 (No. 15 in 2025) Igor Gnedo, Antonina Lepore & Adrianne Paerels The banking-as-a-service (BaaS) concept is a part of the fintech disruption of tradition financial services that Lead Bank has played a major role in creating.
43. Kalshi
Founders: Tarek Mansour (CEO), Luana Lopes Lara Launched: 2018 Headquarters: New York City Funding: N/A Valuation: $22 billion Key Technologies: Blockchain, cloud computing Industry: Prediction markets Previous appearances on Disruptor 50 list: 0 Igor Gnedo, Antonina Lepore & Adrianne Paerels Founded in 2018 by Lopes Lara and Mansour as MIT classmates, Kalshi's prediction markets allow users to trade contracts tied to real world outcomes in areas as diverse as weather, sports, pop culture,...
Berkshire-owned distribution giant to deploy driverless big rigs across US Sun Belt
Eric Rosenbaum Berkshire Hathaway subsidiary McLane is planning to deploy unsupervised self-driving trucks powered by technology from Aurora Innovation on big rig routes in Texas and across the U.S. Sun Belt by the end of the year to serve the restaurant sector. McLane is one of the largest distribution companies in the U.S., with more than 80 distribution centers that cover nearly every ZIP code and with major clients across restaurant brands.
Berkshire Hathaway distribution giant McLane deploying driverless freight trucks with Aurora across Sun Belt Original
Berkshire Hathaway's McLane started a pilot program with autonomous trucking company Aurora Innovation in 2023 which now runs two round-trips daily between Dallas and Houston, seven days a week. McLane is now planning new autonomous freight routes between its distribution centers and restaurants across the U.S. Sun Belt by year-end, and has plans to cover additional McLane business in the future.
Amazon adding heavy-duty EV trucks from Einride as it spreads bets on freight decarbonization
Eric Rosenbaum Amazon Relay, the shipping giant's Uber-like app for truck drivers, is adding 75 trucks from Swedish EV company Einride as part of a diversification of a no-carbon emissions freight strategy that already includes electrification deals with Rivian and Mercedes. Einride is among the big rig startups bringing autonomous EV trucking to roads, but these trucks for Amazon will be manually operated electric heavy-duty big rigs.
Amazon adding heavy-duty EV trucks from Einride as it spreads bets on freight decarbonization
Eric Rosenbaum Amazon Relay, the shipping giant's Uber-like app for truck drivers, is adding 75 trucks from Swedish EV company Einride as part of a diversification of a no-carbon emissions freight strategy that already includes electrification deals with Rivian and Mercedes. Einride is among the big rig startups bringing autonomous EV trucking to roads, but these trucks for Amazon will be manually operated electric heavy-duty big rigs.
Amazon adding heavy-duty EV trucks from Einride as it spreads bets on freight decarbonization Original
Einride Swedish EV trucking company Einride is deploying 75 manually operated electric heavy-duty trucks in Amazon's Relay freight network, an expansion of the freight EV startup's push into the U.S. ahead of a planned public offering, and Amazon's push to expand no-emissions electrification technology across its logistics network and beyond last-mile delivery.
'You're an idiot': Apollo's Marc Rowan has a word for lenders who can't meet private credit fund redemptions
watch now Alternative investments giant Apollo Global Management has seen its stock swoon this year as a result of fears in the private credit market. At CNBC's Invest in America Forum in Washington, D.C., on Wednesday, its billionaire CEO Marc Rowan offered the latest defense of its book of business, and latest attempt to distance the firm from the riskiest edge of the private credit market.
The economy has a Strait of Hormuz deadline for Trump: Two weeks Original
An Islamic Revolutionary Guard Corps (IRGC) speed boat sailing along the Persian Gulf near a cargo vessel. Nurphoto | Nurphoto | Getty Images With oil prices at levels not seen in years and global business supply chains across sectors of the economy shut down by the de facto closure of the Strait of Hormuz, faith in the C-suite that the worst isn't yet to come is being tested.
5 Tips for Saving on Fertilizer With Advanced Management
At the time of writing, 28% urea ammonium nitrate prices are over $400 per ton (a 25% increase compared to pricing a month ago). Rosetree Consulting agronomists are having daily conversations with clients about how to best manage this new reality. What are they saying? The two priorities for getting through volatile fertilizer markets are identifying and addressing the most at-risk nitrogen and implementing 4R nutrient stewardship practices to get the most out of the nitrogen applied.
2026 Just Capital rankings: How corporate America is investing in post-ESG era
Wera Rodsawang | Moment | Getty Images Many corporations have retreated on initiatives branded under DEI and ESG banners during President Donald Trump's second term to protect their businesses from political and legal headaches. But it doesn't mean companies have stopped investing in efforts that are key to stakeholders and take a longer-term lens than just hitting quarterly earnings estimates.
2026 Just Capital rankings: See the companies on the annual list of corporate leaders
Just Capital's annual list of America's "most just" companies ranks the Russell 1000 universe using a methodology based on public polling that since 2015 has taken the pulse of roughly 200,000 Americans, asking them to identify and prioritize the issues that they think contribute the most to just business behavior.
It's peak days for the 'overlay everything' trade as demand for income rises in volatile market Original
watch now There were plenty of reasons for investors to be on edge in the current setup for stocks even before the U.S. and Israel launched a major military campaign against Iran over the weekend. The month of February, and midterm election years in particular, have a history of being bad for stocks.
There's a new idea of alpha in the market big fund managers are pursuing Original
Stock pickers have long sought to beat the market, and most continue to fail, with the rate of underperformance of U.S. large-cap mutual funds, after fees, against the S&P 500 between 80%-90% of all funds over a decade. But there are ways to think about generating what is known as alpha — outperformance of a benchmark — at a broader portfolio construction level, using strategies that involve assets from cash to bonds to commodities.
Elizabeth Warren presses SEC Chair Atkins on 401(k) crypto risks Original
Senator Elizabeth Warren has written directly to Securities and Exchange Commission Chair Paul Atkins asking him to explain how the SEC plans to serve its mission of investor protection as it seeks to support President Trump's order to make cryptocurrency investments available in retirement plans.
Billionaire investor Ron Baron is betting on a big spending mistake by the market, and it's not related to AI
Eric Rosenbaum Ron Baron has become known for his big bets on higher-risk growth companies including Elon Musk's Tesla, SpaceX, and xAI, but the billionaire fund manager tells CNBC at least 10-15% of his portfolio strategy is investing in overlooked publicly traded companies that are being penalized by the market for making investments necessary to grow their profits.
Teachers' union AFT slams crypto market bill, warns of 'profound risks' for America's retirement plans Original
NEW YORK, NEW YORK - AUGUST 28: Randi Weingarten, president of the American Federation of Teachers (AFT), speaks during the March on Wall Street on August 28, 2025 in New York City. Michael M.
Corporate America is upbeat on economy, but less so on President Trump's handling of it: CNBC CFO survey
Chief financial officers are relatively optimistic on the economic outlook, seeing no recession or bear market in the cards for next year, but their view of Trump's handling of the job of president in the first year of his second term is lukewarm at best, according to the Q4 2025 CNBC CFO Council Survey. Chief financial officers expect rate cuts to come at a measured pace, at most two in the first half of 2026, and many expect inflation to remain above the Fed's target of 2% into 2027.
Corporate America has major doubts about Trump hand-picked Fed chair: CNBC CFO survey
Chief financial officers are relatively optimistic on the economic outlook, seeing no recession or bear market in the cards for next year, but their view of Trump's handling of the job of president in the first year of his second term is lukewarm at best, according to the Q4 2025 CNBC CFO Council Survey. In particular, CFOs do not expect Trump's hand-picked Fed chair replacement to be any more effective at guiding the central bank's mission than Jerome Powell, according to the survey results.
Keep October 1987 Black Monday crash in mind: Former Treasury Sec., Goldman chair Robert Rubin's message to the market
The market has been consumed in recent weeks by concerns about tech stock valuations and an AI bubble in the making. But for former U.S. Treasury Secretary and former Goldman Sachs co-chairman Robert Rubin, market complacency runs much deeper than any current debate over whether record market highs can be sustained by a handful of growth stocks. In his view, debate over the current AI boom and whether it will resemble the financial crash or dotcom bubble misses the point.
College grad unemployment could hit 25% in years ahead if we don't deal with AI job risk now: Senator Mark Warner
Unemployment among recent college graduates hit 9% in November, but that will seem like a low jobless rate among young Americans in the years ahead if government and industry do not begin to proactively address the risk of AI job displacement, says Democratic Senator Mark Warner of Virginia.
A simple reason why the biggest investors say they aren't worried about AI bubble, tech stock selling Original
Bill Ford (L) Chairman and CEO of General Atlantic, and Philippe Laffont (R) founder and portfolio manager of Coatue Management, speak during CNBC's Delivering Alpha event in New York City on Nov. 13, 2025.
No one leaving New York City because of Mamdani, say two top real estate CEOs
Scott Rechler, RXZR Realty Chairman and CEO, and Bill Rudin, Rudin Management Co-Chairman, speaking at CNBC's Delivering Alpha event in New York on Nov. 13th, 2025. Adam Jeffery | CNBC New York Mayor-elect Zohran Mamdani's views have sparked fears that there will be an exodus of companies and capital from the city.
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