Sit down with your CPA after October 15th when he or she's done with all the tax returns. Try to get them to do a projection for 2025 and 2026 and then see what opportunities are out there. The one big beautiful bill act has rewritten the tax landscape in ways that extend well beyond the internal revenue code.And these ripple effects are already being felt across investment decisions, retirement planning, and long-term wealth strategies. In our podcast today, my guest Bob Keebler, a partner with Keebler and ...

Market Performance & Trends - The third quarter of 2025 is ending, with 75% of the year completed [1] - Major indexes opened flat, with NASDAQ and S&P 500 down approximately 01% [3] - Tech and consumer discretionary sectors led gains, while consumer staples were down 5% quarter-to-date, indicating a risk-on rally [4] - UBS expects the S&P 500 to reach 6,800 by mid-2026, with a bull case scenario of 7,500, advising investors to use pullbacks to add exposure [24] - The S&P 500 is on track for another year of double-digit gains through the first three quarters [50] Company Specific News - Spotify's CEO Daniel Ek will transition to executive chairman effective January 1, 2026, with Gustav Sodström and Alex Nstrom becoming co-CEOs; shares were down approximately 3% following the announcement [6] - Spotify shares are up over 90% as the company pivots to profitability [8] Economic Factors & Risks - The US is on the brink of a government shutdown, which could impact the release of the non-farm payrolls report and influence Federal Reserve interest rate decisions [5][11] - A potential government shutdown could last for approximately one to two weeks [13] - The labor market is showing signs of softening, with unemployment data potentially being questioned and revised [16][20] - The Fed's focus remains on the labor market due to concerns that deterioration could lead to stagflation [31][32] - Sticky inflation, combined with a potential economic slowdown, could bring market volatility [57] Fixed Income - The yield curve is expected to continue steepening, with lower yields on the short end due to Fed policy and uncertainty around government deficits driving the long end [36][37] - Maintaining higher levels of quality in fixed income investments is recommended, with attractive yields available in the middle part of the curve as the Fed continues to ease [38][39] Sector Analysis - Consumer staples were down nearly 4% in the third quarter, attributed to concerns about compressed yields and margins due to potential tariff impacts and supply chain disruptions [40][42][43] - Utilities are benefiting from lower yields and the AI trade, particularly regarding infrastructure grid upgrades [45][46] Future Outlook - Increased capital expenditures across the market are expected, potentially benefiting small-cap and cyclical areas as the Fed reduces rates [58] - A rotation away from the top-heavy "Magnificent Seven" into other parts of the AI trade and broader market is anticipated for 2026 [58] - The dollar's performance will be crucial for gold's rally, while the crypto market, particularly Bitcoin, is expected to have a strong fourth quarter [60][61]

[Music] Welcome to Morning Brief Market Sunrise. I'm Raman Karamali live from Yahoo Finance Studios in London. It's Tuesday, 30th September.Coming up on the show, the vice president signals that a government shutdown looks like it will kick in from tomorrow. We'll look into whether China can threaten the US's dominance in the world of artificial intelligence. and I'll tell you all about a stock that surged over 1,700% in less than 24 hours.So, grab your coffee and let's own the morning. [Music] >> I think w ...

LIVE: President Trump makes an announcement 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: https://ww ...

Listen and subscribe to Stocks In Translation on Apple Podcasts, Spotify, or wherever you find your favorite podcast. Nvidia (NVDA) is stealing the AI spotlight, but the sector’s bench runs so much deeper. In this episode of Stocks in Translation, Epistrophy Capital Research chief market strategist Cory Johnson joins host Jared Blikre and Senior Reporter Allie Canal to discuss the latest in AI. With the episode’s focus surrounding data centers, Johnson shares his perspective on how AI infrastructure is driv ...

The old adage of buy gold and silver when the market is terrible. That doesn't work anymore either because it's not a hedge. Obviously, when the market finally did correct, Bitcoin did not provide a hedge.It was just the QQQ on steroids. So, that kind of doesn't play anymore. But, as far as diversification, sure, you have to own some gold and silver.Depending on where you go as far as crypto is concerned, obviously you want to go to the mothership. Bitcoin is going to be the, you know, the one that's probab ...

Deal Overview - Electronic Arts (EA) is potentially going private in a $55 billion deal involving Saudi Arabia's Public Investment Fund (PIF), Silver Lake, and Affinity Partners [1][15] - The deal offers approximately a 20-25% premium relative to EA's previous market trading price, considered a fair but not cheap valuation [7][15][18] - The deal's timing is questioned, coinciding with the upcoming Battlefield 6 release, which could influence the premium demanded [11][12] Strategic Rationale & Concerns - Analysts express uncertainty about the strategic rationale, as EA was not perceived as mismanaged or lacking catalysts for growth [2][6] - Saudi Arabia's PIF aims to expand its portfolio and has a long-term vision for connected TV games and mobile gaming [19] - EA's struggles in mobile gaming are highlighted, with suggestions that PIF's existing mobile gaming companies (Niantic, Scopley) could improve EA's mobile strategy [19][20] - The potential for a low single-digit Internal Rate of Return (IRR) raises concerns about the financial merits of the deal [5] Industry Trends & Consolidation - The video game industry is experiencing consolidation, leaving only Take-Two as a major independent publicly traded publisher in the US [25] - Investors are perceived to have lost faith in the gaming space, overlooking growth in mobile and the potential of connected TV [26] - Connected TV is seen as the future of gaming, with cloud providers and AI companies positioned to deliver games like movies via streaming services [31] Investment Opportunities - Take-Two and Roblox are highlighted as potential investment opportunities, with Grand Theft Auto 6's release anticipated to be a major event [28][29] - Playika is mentioned as a potentially undervalued mobile gaming company with a high dividend yield [31][32][33]

[Music] Hello and welcome to Ask for a Trend. I'm Josh Lipton. Over the next half hour, we're breaking down the trends of today that'll move stocks tomorrow.There's a lot to keep track of, so we're focusing on what you need to know to get ahead of the curve. Here's some of the trends we're going to be diving into. Stocks climb Monday as investors eyed a looming US government shutdown.At the end of the session, all the major indices did end the day higher. The gaming world may be playing at a new level after ...

Mergers & Acquisitions - The acquisition of EA is seen as a move to end its struggles, with larger corporations and investors capable of taking on risks that retail and institutional investors cannot [1] - The price paid for EA appears fair, based on precedents like the Microsoft-Activision Blizzard transaction in 2022-2023 and trading multiples between similar companies [2] - Investors have seemingly lost faith in the gaming space, incorrectly believing it's not growing, while mobile gaming continues to grow at a single-digit rate, around 6-8% on a $150 billion base [2] Industry Trends - Connected TV is an emerging platform that investors and big public companies may be overlooking [2] - Saudi Arabia has long-term plans, looking 50 years ahead, and is considering connected TV games [3] Company Performance & Strategy - EA is perceived to be underperforming in the mobile gaming sector [3] - Saudi Arabia already possesses two strong mobile gaming companies, Niantic and Scopely, in its portfolio [3]

We've had plenty of threats or imminent government shutdowns in the last few years and they don't all knock the dollar at all. Uh now this year perhaps it's a little bit different because the market has been debating as to whether or not the dollar's safe haven status has been undermined in in some way by Trump's policies. That is not our view.We still firmly believe that the dollar is a safe haven currency and that the rotation out of the dollar in the first five months or so of the year was really more to ...