Geopolitical Stance - The company aims to assist China, not harm it [1] - The company views China's actions as "China versus the world" due to unacceptable export controls [1] Economic Impact - The company believes that disappointing actions and economic coercion by the Chinese government will hurt the Chinese economy the most [1] - The company will not allow Beijing bureaucrats to manage the global supply chain [1]

Speaking at a press conference in Washington, US Treasury Secretary Scott Besson said the US and China are aiming to derisk the ongoing trade war. He also confirmed that President Trump is still set to meet with Chinese President Xiinping later this month. So, what does this mean for investors in both US and emerging markets.Let's bring in Jay Pilowski, TPW advisory founder. Jay, it's good to see you. Um, you know, again, we're sort of back to the daybyday trying to figure out where the trade winds are blow ...

Industry Trends & Dynamics - The current AI revolution is considered the biggest platform shift since the internet, surpassing mobile and social media in scale [10] - The rapid pace of innovation, particularly in AI, is both exciting and unnerving, requiring companies to balance their existing strengths with necessary changes [9][13] - Customers now expect innovation, security, and control when adopting new technologies like AI agents [21][22][23] - Voice technology is becoming increasingly important, especially in customer support, due to advancements in AI and voice models [27][28][29] Okta's Strategy & Focus - Okta is focused on the concept of an "identity security fabric" to comprehensively cover all identities, use cases, and resources within a company, ensuring security across the board [14][16][41] - Okta aims to consolidate the identity vendor landscape, arguing that companies can achieve cost reduction, improved security, and easier deployment of new technologies by consolidating on identity [36][37][39] - Okta is adapting to the agentic revolution by integrating agents into its identity security fabric, providing governance, visibility, and control for these agents [17][18] - Okta emphasizes the importance of a consistent strategy focused on identity, adapting to new technological revolutions while maintaining its core message [45][46] Cybersecurity & Risks - Cyberattacks are increasingly identity-based, highlighting the need for better identity systems and industry cooperation to mitigate risks [39][55] - Critical infrastructure and newly automated processes are particularly vulnerable to cyberattacks, requiring increased investment in security measures [57][59]

LIVE: Treasury Secretary Bessent & U.S. Trade Rep. Greer Hold Press Conference on Economy About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life. - Get the latest news and data at finance.yahoo.com - Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO) - Follow Yahoo Finance on social: X: http:// ...

Market Trends & Analysis - The market has historically shrugged off government shutdowns, as they rarely impact corporate profits or consumer demand, with investors focusing on fundamental data like stable GDP growth, low unemployment, and manageable inflation [3][4] - Seasonally, the fourth quarter is typically strong, especially in post-election years with new leadership, and the fifth year of a decade tends to be bullish [10][12] - Technical analysis suggests ignoring exogenous events and focusing on leadership, cycles, trends, seasonality, and sentiment to gauge market direction [15] - Sentiment indicators, such as equity put-to-call ratios, are approaching upper neutral territory, suggesting potential for choppier market conditions in the coming weeks [17][20] - Equal-weighted S&P 500 and Dow moving to new highs is encouraging, indicating broader market participation beyond just a few heavily weighted stocks [29] Investment Opportunities & Strategies - Opportunities exist in sectors beyond technology, such as financials, healthcare, and industrials, with transports showing a breakout [22][23] - Healthcare, particularly biotechnology, is bouncing back, potentially fueled by small caps and deals like the one involving Pfizer [24][26] - Momentum indicators like RSI and MACD can help identify trending stocks, but overbought conditions don't always lead to immediate sell-offs; time frame and risk tolerance are crucial [33][42] - Investors should diversify and manage risk, avoiding putting all eggs in one technology stock [43] Potential Risks & Concerns - Over-reliance on the "Magnificent Seven" stocks poses a risk, although their earnings growth and AI cycle dominance may justify high valuations [36][37] - Breadth divergence, where tech is working but the rest of the market isn't, could signal a short-term correction, potentially in November [48][50] - Cycles suggest a choppy phase in 2026, but not necessarily a bear market, indicating a need for consolidation after strong gains [53][54] - The missing jobs report and negative ADP data raise concerns about the labor market, although companies are primarily stopping hiring rather than firing [55][56] Economic Outlook & Fed Policy - The market has priced in about four rate cuts between now and next October, with at least one expected by the end of the year [58] - Deflationary forces from AI and potentially lower crude oil prices could mitigate inflation concerns, supporting the case for cutting rates [59][60]

Rare Earth Market Control - China controls nearly 70% of global rare earth mining and close to 90% of processing capacity [1] - Any policy move from Beijing can quickly ripple across industries [1] Potential Supply Chain Disruptions - The market anticipates potential supply squeezes due to China's dominance in rare earth exports [2] - Market volatility indicates concerns about the short-term impact on the AI trade [2] US Response - The US is expected to accelerate efforts to build an independent rare earth supply chain [2] Importance of Rare Earth Minerals - Rare earth minerals are crucial for magnets used in EVs, defense, AI, and critical tech [2]

Housing Market Trends - Homebuyer cancellation rates have risen to a record high for this time of year due to disagreements between buyers facing high interest rates and sellers with low pandemic-era mortgage rates [2] - The sale-to-list ratio is falling, indicating that more homes are selling below their asking price, giving buyers more negotiating power [4] - The housing market typically cools down in the fall as people become busy with school and holidays [6] Pricing and Affordability - Home prices are increasing at a slower rate than inflation, suggesting a real erosion of value [8] - Falling mortgage rates may not lead to a significant acceleration in prices due to an increase in both buyers and sellers [9] Regional Variations - The Midwest is experiencing increasing home values, driven by growing economies and relatively affordable homes compared to the national average [10] - Texas and Florida are becoming more affordable due to increased housing construction, particularly in the condo market [12] Negotiation Dynamics - Buyers are using inspections as negotiation points, but sellers are often unwilling to concede, leading to deal cancellations [3] - Sellers without competing offers are more likely to lower their prices to secure a sale [5] Supply and Demand - Increased demand in the Midwest is meeting limited supply, driving up prices [10] - An increase in home sellers relative to buyers could lead to price moderation [7]

[Music] Hello and welcome to Market Domination. I'm Josh Lipton live from our NYC headquarters. Stocks recovered early losses after US China trade tensions reescalated. Plus, Federal Reserve Chair Jay Powell's remarks are impacting markets, too. We're going to dig into those stories in just a moment. But first, there's just an hour to go until the closing bell. Let's take a look now at stocks at the major averages. They're mixed here. The Dow is up about 410 points. Your broad gauge, the S&P 500 is up about ...

Gold and Silver Market Trends - Gold is on pace for its best year since 1979 [1] - Increased gold prices are causing "sticker shock" for retail jewelry buyers [3] - Pawn shops are maintaining margins by raising prices with the underlying metal costs [4] - There's a shift towards silver jewelry due to gold prices [6] - The speaker advises holding onto gold jewelry, anticipating further price increases [8] - Central banks are buying gold and moving away from US bonds, contributing to de-dollarization [8] Silver Market Dynamics - There's a massive deficit in the amount of silver on the market [6] - Silver production is ancillary to copper and gold mines [7] - There was a 150 million ounce deficit in silver last year [7] Pawn Shop Business - The number of people visiting the store has increased, despite a slight decrease in overall Vegas tourism [10] - The need for people to raise cash at pawn shops is holding steady, indicating a flat economy [13] - Gold and silver bullion sell out quickly [14]

Geopolitical & Trade Tensions - China imposed sanctions on five US subsidiaries of a South Korean shipping company, coinciding with the US collecting fees from Chinese ships under Section 301, escalating trade war tensions [1] - The US administration has camps with differing views on negotiations with China, one believing negotiations are still possible, the other seeing China as unwilling to negotiate [14] - China uses trade measures to "save face" and demonstrate its power, often countering US actions [7][8] - Markets are sensitive to trade developments, swinging between optimism and crisis perception based on news [20] - Tit-for-tat measures are unproductive; the US should focus on building domestic capabilities to reduce vulnerability [23] Trade Policy & Negotiations - China has been expanding export controls on critical minerals and strategic materials since last summer, despite past negotiations [4][5] - Neither the US nor China is interested in long-term progress on trade, with China reminding the world of its presence and interests [9][21] - The US administration is not interested in backing off, but may moderate its stance in the end, leading to a "cold trade" situation [22] Supply Chain & Domestic Capabilities - China has export restrictions on battery materials, lithium-ion battery technologies, industrial diamonds, shipping, critical minerals, and alloys [15] - The US government has been slow to build domestic capabilities despite knowing about China's control over supply chains for over 10 years [16] - The US is making progress in developing scaled magnet technology, battery investments, and super hard materials, potentially being well on its way in about two and a half years [25]