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What AMD's OpenAI deal means for Nvidia, healthcare stocks see major gains in 2025
Yahoo Finance· 2025-10-07 13:54
[Music] Hello and welcome to Morning Brief Market Sunrise. I'm Raman Karamali live from Yahoo Finance Studios in London. It's Tuesday 7th October.Coming up on the show, the shutdown continues. There are growing reports of air travel delays. Meanwhile, the president looks for healthc care talks with Democrats.Tesla is widely expected to launch a new car today. Will it be enough to reverse falling sales. And I'll tell you why.A Canadian mining company saw its shares pop almost 200% in the pre-market. So, grab ...
“Jensen could not believe that no one believed him, but I did”: Jim Cramer
Yahoo Finance· 2025-10-07 13:50
You were the first one to mention a company called Nvidia. >> I'll say I'll say it was 2015. I didn't even know who Nvidia was. Didn't even know who Jensen Wong was.Like what did you see with >> So I told Jen I've got a way to be able to make it so people believe in 2017. I said guys I renamed my dog Nvidia. He he uh he'll answer to it if I have a piece of steak.But I couldn't get people to focus on it. And by the way, no one wanted to believe because it was too crazy. No one believes it.And I said I just s ...
LIVE: Trump holds a bilateral meeting with the Prime Minister of Canada Mark Carney
Yahoo Finance· 2025-10-07 13:24
LIVE: Trump holds a bilateral meeting with the Prime Minister of Canada Mark Carney 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://twitte ...
LIVE: House Speaker Mike Johnson holds a press briefing
Yahoo Finance· 2025-10-07 13:20
LIVE: House Speaker Mike Johnson holds a press briefing 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://twitter.com/YahooFinance Instagram ...
"Private markets have continued to develop, mature, and grow."
Yahoo Finance· 2025-10-06 23:30
Market Trends - The number of public companies has been generally trending down for the last several decades [1] - Being a public company is expensive and time-consuming [1] - Private markets have developed and matured to a point where there's adequate capital to allow companies to stay private [2] - Decades ago, being public was seen as a hallmark of success, but that is no longer true today [1]
Gold vs. bitcoin: Which is the real safe bet?
Yahoo Finance· 2025-10-06 21:45
Market Trends - Gold is the hottest market commodity compared to Bitcoin and other cryptocurrencies [1] - Gold pricing is at almost $4,000 per ounce [1] Investment Sentiment - Gold fever is back, changing the rules of the 2025 market rally [1] - The podcast "Stocks in Translation" aims to provide information for investors to make informed trades [1]
AMD & OpenAI ink multibillion-dollar deal: AMD CEO says 'bold moves ... will be rewarded' in AI
Yahoo Finance· 2025-10-06 21:43
It's always good to see you. Uh you never cease to amaze me on these deals you strike and and what you've been doing here at AMD since you joined many years ago. Uh congrats on this news for investors not familiar with precisely what you announced.I'm taking it as open AI AMD are working together to build the future of AI infrastructure. How do you see it. >> Yeah.Well, first of all, Brian, it's great to be here uh with you and yes, uh today is a a big moment for us. Uh very exciting deal. you know, when yo ...
AMD CEO: OpenAI is a "very exciting deal" for the company.
Yahoo Finance· 2025-10-06 21:30
Today is a a big moment for us. Uh very exciting deal when you think about where we are today. It is all about AI and how do we use AI to you know really impact every single industry out there and the foundation of that is you need to have enough AI compute.Yes, what we announced today was a 6 gawatt deal. It will be, you know, tens of billions of dollars of revenue uh to AMD over the next few years. And it's really an opportunity for us to even partner deeper with, you know, the clear market leader in AI.W ...
How retail traders are investing around AI giants, Adobe forecasts $253B in online holiday sales
Yahoo Finance· 2025-10-06 21:19
Market Trends & Investment Activity - Retail trading activity hit a six-month high in September, with investors adding exposure to names like Nvidia, Oracle, and crypto-adjacent stocks [4] - Investors are adding risk by switching to more volatile, higher beta names, despite nearly 40% feeling bearish [5][6] - There's a belief that the AI trade is potentially overextended, with high valuations across the technology sector [7] - Money is moving into small AI and crypto-adjacent stocks, indicating increased risk-taking [12] - There's a divergence in the options world, with increased call buying on individual equities but less hedging from institutions on index skew [12][13] Company Performance & Strategies - AMD's stock experienced a 30% increase due to a multi-year deal with OpenAI [2][10][11] - Oracle was the number three stock bought by Schwab clients in September [4][11] - Investors trimmed positions in Tesla and Apple after they broke out of a range, potentially booking profits [14][15][16] - Amazon and Nvidia saw net buys on weeks with pullbacks, indicating a "buy the dip, sell the rip" mentality [17] Economic Factors & Predictions - A continuing steepening of the yield curve could benefit financials [18] - The 10-year bond yield has shown stability around 4.15%, potentially keeping equity volatility contained and supporting the rally [19] - The dollar strengthened by 2% against the Japanese yen due to a surprise election in Japan, flagging potential concerns in global bond markets [27][28][29] Retail & Holiday Season Forecasts - Adobe forecasts $253 billion in online holiday sales, up about 5% year-over-year [31][32] - E-commerce growth is maturing, with forecasters suggesting single-digit percentage growth for the holidays [32][33] - Mass merchants like Amazon and Walmart, along with smaller niche players, are expected to see decent holiday sales [40] - Prime Day pulls forward holiday demand into October but isn't necessarily additive to overall holiday sales growth [41][43] - Adobe predicts an 11% increase in "buy now, pay later" (BNPL) spending [44]
Layoffs will be an "unfortunate consequence" if shutdown continues: White House
Yahoo Finance· 2025-10-06 19:00
If the vote fails in the Senate today to reopen the government, would that trigger layoffs. >> Look, again, we hope that the vote will not fail because this administration wants to reopen the government. We don't want to see people laid off.But unfortunately, if this shutdown continues, layoffs are going to be a unfortunate consequence of. ...