Tech and AI have been driving market gains. We speak to market insiders about earnings reports, market gains, and the outlook for tech and AI. #Nvidia #Oracle #investing 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) ...

Market Trends & Economic Indicators - US stock futures indicate a higher open, extending record runs, driven by better-than-expected retail sales growth of 061% in August [1] - Bank of America's fund manager survey shows the most bullish sentiment since February, with equity allocations at seven-month highs and cash balances at 39%, below the 4% threshold [3][4] - A record 58% of respondents in the fund manager survey say stocks are overvalued, and 77% expect stagflation [5][6] - August retail sales increased 06% month-over-month, exceeding expectations, with clothing and clothing accessories increasing about 1% and non-store retailers increasing about 2% [8][9][10] Federal Reserve & Monetary Policy - The Federal Reserve is kicking off its two-day policy meeting, widely expected to result in a 25 basis point rate cut [1][2] - The market is focused on the potential for further rate cuts and how the Fed perceives weakness in the labor market juxtaposed with inflation [2][3] Company Specific News - Oracle's shares are extending gains amid news of its involvement in a deal for TikTok [1] - President Trump filed a $15 billion defamation lawsuit against the New York Times, exceeding the newspaper's market capitalization of approximately $96 billion [15][17] - Warner Brothers Discovery shares are taking a hit after TD Cowan downgraded the stock to hold, with a potential bid at $20 per share but a risk of shares hitting $11 to $12 if the bid falls through [17][18] - Disney is acquiring a 2% equity stake in Webtune, with Webtune's shares surging 32% [18][20] AI & Technology - Alphabet reached a record high $3 trillion market cap, reflecting the market's appreciation of the AI opportunity [23] - AI models are improving faster than Moore's Law, potentially adding $5 trillion of economic value by making knowledge workers 10% more productive [30][25] - Microsoft took out 9000 people from their cost structure and are still growing at high or mid-teens growth rate and their cloud business is accelerating [35]

Market Trends & Investment Performance - The market is divided into asset allocators and those outside the market, creating a clear winner/loser dynamic [1] - Being in the market has yielded positive results, while staying out has led to a significant decrease in purchasing power [1][2] Purchasing Power & Inflation - Since 2020, the US dollar has lost approximately 25-28% of its purchasing power [1] - Market participation has been crucial to offset or surpass the loss in purchasing power [2]

Hello and welcome to morning brief market sunrise. I'm Raman Karamali live from Yahoo Finances studios in London. It's Tuesday 16th September.Coming up on the show, the crucial Fed meeting kicks off today with both Steven Myron and Lisa Cook having a say on interest rates. The US and China have a framework for a deal for Tik Tok. Market optimism shows no signs of easing with the NASDAQ, S&P 500, and Japan's NIK all hitting record highs.And Cisco President G2 Patel tells me where he sees massive growth oppor ...

Hello and welcome to Asking for a Trend. I'm Josh Lipton and for the next half hour, we are breaking down the trends of today that of blue 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 are some of the trends we're going to be diving into. Wall Street starting the week off on the right foot. All major indices did end higher as investors await the Fed's rate cut decision.Could making up and breaking up be the key strategy for success ...

All right, when billionaires bet on themselves, a charge has been sent through Tesla stock on news. Elon Musk Bought 2.57% million shares at various prices on Friday for a total of about $1 billion. Purchases are rare from Musk who last purchased $10 million of Tesla shares back in February 2020.So my question of the day is this. If Elon is buying Tesla, should you. And NZ, I got a good note from William Blair analyst Jed Dorshimer just now in my box.He says these buys are a a clear sign of confidence by Mu ...

Can you put a number behind how much Amazon is investing in AI infrastructure. >> I think this last quarter we invested something like 23 28 billion uh in infrastructure and I think we're um on pace to to continue that investment. As we think about investment, it's not just what you do this quarter, but it also is what you're planning for 2 to 3 to 5 years out there in the future to ensure that we have enough data centers, to ensure that we have enough power, to ensure that we have innovative chip technolog ...

Market Trends & Global Economy - Markets anticipate a Federal Reserve rate cut this week, questioning the extent of further cuts in 2025 [1][9] - China's economic activity slowed more than expected in August, increasing the likelihood of stimulus measures to meet growth targets [6][7] - Many analysts predict a slowdown in China's economy in the final months of 2025 due to cooling exports [8] - Global shares traded steadily near record highs, awaiting rate decisions from the Bank of Japan and the Bank of England [56][57] Monetary Policy & Federal Reserve - The Senate will vote on Steven Myron's nomination to the Federal Reserve Board of Governors, potentially influencing this week's Fed meeting [8] - The Trump administration is attempting to sideline Fed Reserve Governor Lisa Cook before the policy meeting [9] - A 25 basis point rate cut is expected, with potential for another in December, but the White House is pushing for a 50 basis point cut [15] - The market expects the Fed to cut rates, leading to potential shifts in investment strategies from money market funds to dividend growers, REITs, utilities, and small caps [25][28][29] Company Specific News - Nvidia shares fell over 2% in pre-market trading after China ruled the company violated anti-monopoly laws, potentially impacting trade negotiations [2][3] - China generated $17 billion in revenue for Nvidia in the fiscal year ending January 26, representing 13% of total sales [4] - Tesla's stock rose more than 6% after Elon Musk disclosed the purchase of approximately 257 million new shares worth about $1 billion, boosting his holdings [39] - PopMart shares dropped nearly 9% in early trade in Hong Kong, losing roughly $13 billion, about a quarter of its market value since its peak at the end of August [42] - Open Door shares are up around 6% after closing down just under 14% on Friday, and are up by more than 1,400% in three months, driven by leadership changes and social media momentum [44] Commodities - Gold futures are trading near $3,680 an ounce ahead of the Fed's expected rate decision [51] - Brent crude is trading up around $67 a barrel, while US West Texas Intermediate sits near $63, supported by drone attacks on Russian energy infrastructure [53]

LIVE: Treasury Secretary Bessent and trade representative Greer hold 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/ ...

Podcast Overview - Warrior Money podcast focuses on assisting military veterans in their transition to civilian life through financial education and inspiration [1] - The podcast features insights from fellow veterans and high-ranking officials [1] - Episodes are available on major platforms like Apple Podcasts, Spotify, and Amazon Music [1] Featured Content - An episode features IDme CEO Blake Hall discussing identity theft protection for veterans and their families [1] - Hall shares insights on using battlefield lessons to build a multi-billion dollar identity platform [1] - The episode also explores franchising as a career path for veterans and the cybersecurity advantages veterans possess [1] Hosts and Production - The podcast is hosted by former Congressman Patrick Murphy and veteran investor Dan Kunze [1] - Yahoo Finance produces Warrior Money, providing resources for financial management [1]