CNBC

Wall Street's institutional money has taken back over from small retail investors as the main driving force behind the stock market, according to CNBC. After a stretch in which individual investors were widely credited with powering rallies and driving trading volumes, professional traders and funds are once again setting the market's direction. The shift is drawing attention as analysts reassess who is really behind recent market moves.

The trending term refers to a CNBC headline about China's interest in the boom in U.S. AI data centers. The headline alone suggests China wants a role or stake in the rapid expansion of American data center infrastructure driven by artificial intelligence demand. However, the full article content is not included in the available evidence, so the specific arguments and reader reactions are not clear from the posts.

Meta has introduced Muse, an AI agent that, according to CNBC, targets one of the most profitable weak spots in the economy. The move signals Meta's push to move its artificial intelligence beyond social feeds and into commercial territory, potentially disrupting incumbent players in that market. Details on the specific sector and how the agent works remain limited, but analysts are watching the announcement closely for signs of Meta's broader AI monetisation strategy.

A U.S. appeals court has upheld the government's designation of AI company Anthropic as a supply chain risk, according to CNBC. The ruling keeps in place a classification with potential implications for the company's ability to work with federal agencies, including the Pentagon. The decision is drawing attention as it touches on how Washington assesses security risks from major artificial intelligence firms.

CNBC's 'Fast Money' trading panel discussed whether the stock market can keep climbing even as bond rates move higher. Rising yields typically pressure equities by raising borrowing costs and offering safer returns, but the traders argued the market is staying the course for now. The segment reflects a broader Wall Street debate over how much higher rates stocks can absorb.

CNBC reports that many homeowners are carrying a large gap in their insurance coverage without realizing it. Homeowners may believe their policy fully protects their property, but rising rebuilding costs and policy limits can leave them underinsured. The article urges homeowners to review their coverage levels and update policies to reflect current replacement costs.

Westwood Holdings CEO Brian Casey appeared on CNBC to discuss Texas' rise as a financial hub, referred to as 'Y'all Street', and an exchange-traded fund tracking the AI power ecosystem. The fund focuses on companies supplying the electricity and infrastructure needed to support artificial intelligence growth, an area drawing growing investor interest.