[Music] Hello and welcome to Morning Brief Market Sunrise. I'm Raman Karamali live from Yahoo Finance Studios in London. It's Thursday 25th September.Coming up on the show, struggling Intel seeks an investment from Apple. President Trump is expected to sign a deal for Tik Tok today. and we'll look at the stock that's up nearly 1,400% in the past 3 months.So, grab your coffee and let's own the morning. Well, the first thing you need to know is that Intel has approached Apple about securing investment in the ...

Yahoo Finance speaks with market insiders about risks with the AI trade and the possibility of an AI bubble emerging. #youtube #stocks #ai 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/3t8U ...

Market Trends - Swing trading is now central to the market, not just a strategy [1] - Day trading has largely shifted towards swing trades [1] Investment Opportunities - Space, robotics, quantum computing, and AI chip stocks are part of a new industrial revolution [1] Yahoo Finance Resources - Yahoo Finance offers free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, and advanced tools [1]

Market Performance & Trends - The Dow, NASDAQ, and S&P 500 experienced mild losses, down approximately 03% to 04% [1] - The S&P 600 decreased by about 086%, rounding up to 09% [1] - Energy sector led with a gain of 13%, driven by a two-day crude oil rally [1] - Real estate declined by approximately 102% [1] - China markets showed strength, with Alibaba up 8%, reaching multi-year highs [1] Sector Analysis - Tesla stood out in the NASDAQ 100, increasing by about 4% [1] - Intel rose by 64%, and Marvell increased by 7% [1] - Lumentum Holdings (Lumentum Holdings Inc) decreased by approximately 685% within the semiconductor industry [1] Investment Strategy & Valuation - AI theme has driven market and technology sector growth, leading to high valuations that may predict weaker three-year returns [1] - High capital expenditures in AI may penalize companies, similar to historical trends in energy and telco sectors [1] - Healthcare and small-cap stocks present valuation opportunities, despite policy concerns and economic sensitivity respectively [1][2] Monetary Policy & Economic Outlook - The Federal Reserve's decision to cut rates by 025% was supported, with expectations of further adjustments to restore price stability and support the labor market [4] - Concerns exist regarding the strength of the job market, with potential for significant deterioration [4] - The market has often been ahead of the Fed regarding rate cuts, leading to recalibration without unraveling the market rally [2] Gold Market Analysis - Gold rallied to fresh all-time highs, topping $1900 per ounce [2] - Central banks have been significant buyers of gold over the last decade [2] - Gold benefits from a weaker dollar, lower government treasury yields, and acts as an inflation and Armageddon hedge [3] - Gold volatility (GVZ) is relatively quiet, but a rise alongside gold prices could trigger a bullish feedback loop [3] Automotive Industry - In Europe, 47% of buyers in 2025 would consider a vehicle from China, a flip from last year when 44% would consider an American automaker [10] - Geopolitics, trade wars, and the availability of cheaper Chinese EVs contribute to this shift [11][12] - Tariffs on goods sent to America may be eroding goodwill for American companies in Europe [14]

Nvidia revealed two new key deals with OpenAI and Alibaba. >> I don't think you can ignore it. It's a huge part of their business and the fact that they're able to make these deals in China, whereas before we weren't sure they were going to be able to.I mean, you look at the last earnings and China wasn't even included, right. So, the fact that you're being able to go in and ink these deals, make that part of your core business and have that going forward for revenue generation, I think it's a huge componen ...

This is still Pal's Fed. Uh what you got out of the rates decision last week was unity except for the new governor, which was expected. I think that Trump's going to continue to be frustrated with the Fed and acting out. I know that Fed World is is always very interested in in uh looking for the cracks between governors, and that's to be expected, not least because there's money in those cracks.But what you saw from Pal last week and yesterday, I think, was a guy who's still very much in charge of the Fed a ...

[Music] Gold just hit fresh highs and money is rushing into ETFs, but the true wild card is still asleep. If volatility wakes up, this move can shift into overdrive. And that's what we're talking about in today's stocks in translation.Let's begin now with a chart of gold going all the way back to 2019. And we can see that midway into 2020, gold had rallied to a fresh all-time high that topped $1,900 an ounce. But it would be another three years before gold would truly break out and rally again.But all of th ...

President Trump threatening to sue ABC again after Jimmy Kimmel Live returned from a brief suspension. Trump writing on Truth Social, quote, "Last time I went after them, they gave me $16 million. This one sounds even more lucrative." Jimmy Kimmel took aim at Trump and FCC chair Brendan Carr in Tuesday night's show as seeming pressure from the administration to cancel the show sparked free speech debates around the country. Joining me now on this, Terry Haynes, Pangia policy founder.Terry, it's great to see ...

The high-profile trade wars launched this year by the US government have shocked observers worldwide, including among our Canadian neighbors to the north. Is our economic relationship with Canada permanently in tatters, or is there room for optimism? On this week's Living Not So Fabulously, John and David Auten-Schneider speak with Maddie Morris, trade commissioner for the Consulate General of Canada, to gain some critical perspective on how the US's new trade policies are being received across the border. ...

All right, Micron out with its fourth quarter results on Tuesday, topping Wall Street's expectations across the board and providing an upbeat outlook. The company reporting adjusted earnings per share of $3.3%. That's ahead of forecasts for $2.84% revenue coming in at 11.32% billion in its latest quarter.That is ahead of the 11.15% that Wall Street was expecting. Stock here up about 3% in immediate reaction to the numbers. And joining us now to discuss the quarter is Daniel Morgan.He's a VP and senior portf ...