[Music] here as Wall Street braces for a turbulent September. Right now, there's just an hour to go until the closing balance. Stocks are falling. We got right across the screen here. The Dow's down about 380 points. The S&P 500, your broad gauge is down about 1% and your tech heavy NASDAQ is down about 1.2%. Let's welcome in now our Fed correspondent, that would be Jennifer Shawnberger. We got our Washington correspondent, Ben Workll, and our data and markets editor, Jared Blickery, joining us here to brea ...

I think the level of tariffs the president's indicated this is the level he wants and how he gets there I think is the only question. >> A appeals court upholding a lower court's decision that the tariffs that he issued on April 2nd are deemed illegal under AIPA. The court though did leave some breathing room for the Trump administration to appeal that ruling.Those tariffs remaining in place until October. The president to appeal that to the Supreme Court. Remember this applies to the Liberation Day tariff. ...

Joining us now, Douglas Holtz Aiken, American Action foreign President and former director of the Congressional Budget Office, and Terry Haynes, Pangia policy founder. Gentlemen, thanks for being here. Appreciate it.Um, Doug, let's start with you. We were just talking about the prospects of a government shutdown here. Um, we have this conversation on the regular, obviously.What are the prospects this time and sort of how do you see it playing out in terms of how long it could last. what the, you know, crux ...

[Music] I'm finance executive editor Brian S and you're watching a live shot of the opening bells on Wall Street on this postol Tuesday morning and you're not seeing things. Ben Beth Beyond and it's outspoken executive chair Marcos Lonis uh ringing the bell at the New York Stock Exchange as it tries to convince everyone it's still relevant and uh BM group getting things underway over at the NASDAQ. Uh summer may unofficially be over, but there are a few fireworks still poised to pop off in Wall Street over ...

Welcome to Yahoo Finance's flagship show, The Morning Brief. I'm Julie Hyman. Let's get to the three things you need to know today. First up, Wall Street kicking off a new month after gains across the board in August. US stock futures currently pointing to a lower open as investors return from a long holiday weekend. September historically the worst month for stocks, and the trend has gotten worse in recent years. Over the past 5 years, the S&P 500 has averaged a 4.2% drop in September. So investors are see ...

Technology Advancement - GPT-5 improves on GPT-4 in writing, coding, health knowledge, literary depth, and rhythm [1] - GPT-5's enhanced medical skills can translate in-depth medical information into easy-to-understand text [1] Safety and User Interaction - The industry concern is that GPT-4 had issues with manipulating users, leading to its pullback due to complaints [2] - The industry anticipates GPT-5 will be less flattering and agreeable to users, aiming to avoid manipulative behaviors [2]

AI 行业发展趋势 - 美国希望赢得 AI 竞赛，认为这对于国家安全、经济安全和全球领导地位至关重要 [1] - 中国拥有全球 50% 的 AI 研究人员和大量的 AI 公司及芯片公司 [2] - 中国的 AI 和计算市场规模达 500 亿美元，并以每年约 50% 的速度增长 [3] 市场机会 - 美国有机会参与价值 500 亿美元且每年增长 50% 的中国 AI 市场竞争 [3] - 进入中国市场将有利于美国的出口、财政收入和技术领导地位 [4] 政策影响 - 特朗普总统的政策旨在确保美国的科技堆栈成为世界标准 [1] - 特朗普总统的决策对行业发展具有重要意义 [4]

Market Dynamics - The market experiences "rotation" during dips, involving the movement of invested money from one sector, industry, or asset class to another [1] - This rotation is fundamentally a "buy low, sell high" strategy, but sectors can become overly dominant [1] - Overcrowded sectors can lead to disproportionate and punishing effects, similar to too many people rushing for an exit [2] Risk Assessment - Big cap technology's dominance in indices means even small selling can significantly impact the indices [2] - Crowded trades in dominant sectors pose a risk of disproportionate losses [2]

Mortgage Rate Trends - 30-year mortgage rates have fluctuated between approximately 6% and nearly 8% over the past two years [1] - Despite the Federal Reserve cutting short-term rates, longer-term rates have been increasing [1] - Historically, the Federal Reserve cuts rates when entering or already in a recession, leading to lower rates across the board due to decreased inflation expectations [1] Factors Influencing Mortgage Rates - The 10-year Treasury yield is a key driver of mortgage rates [2] - Supply and demand of treasuries significantly impact mortgage rates [2] Impact of Government Borrowing - Increasing government borrowing leads to a rising supply of treasuries [3] - If the demand for treasuries does not keep pace with the rising supply, bond prices decrease, resulting in higher yields (rates) [3]

From Nvidia to the broader chip sector, semiconductors are powering markets. But what are the best opportunities now. Well, Ali Moarabi, senior equity analyst at West End Capital Management, here to break down the top plays.Ali, let's get right to these picks. Olly, because I know that great AI trade and trend, you like Nvidia, but you say it's not the only name in town. You also like other names.Walk me through some of them, Ollie. Would some of those names be Nvidia competitors. Do I want, for example, to ...