You can catch Trader Talk on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. The AI boom is reshaping the stock market, and investors want to know what comes next. On Trader Talk, Kenny Polcari sits down with Erin Gibbs, chief equity strategist at SlateStone Wealth, with 25 years of experience in portfolio strategy and quantitative research. Gibbs explains why Nvidia (NVDA) and semiconductors remain strong, how AI-driven energy demand could lift utilities and industrials, and why small ...

Mike, it's great to see you. So, a little bit of good, a little bit of bad here. The stock is going up.What was your read on the numbers. Yeah, the the miss was really small. Uh, you know, the same sort of sales missed by like 10 basis points and it was the best comp that they've had in about two years.A lot of the underlying metrics are showing, you know, better demand, not where we were, you know, many years ago during the pandemic, but but certainly a lot better than the post-pandemic era. And again, the ...

Japanese conglomerate SoftBank will make a $2 billion investment into Intel. The investment will make Soft Bank among Intel's top five shareholders. Intel needs a heck of a lot more than $2 billion to kind of write its ship.It is something, but it's not going to be the panacea that that maybe some folks want it to be. It does give SoftBank enough of a stake to obviously have them interested in continuing to see Intel move forward with its turnaround plan, but investors are excited about it. This also follow ...

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, US stock features little change this morning after closing out flat in Monday's trading session. Investors in wait and see mode ahead of the Fed's meeting in Jackson Hole, where traders will search for clues on the central bank's plans for interest rates. Plus, Home Depot out with its earnings results.The world's largest home improvement company posting disappointing s ...

Market Overview - Yahoo Finance's "Morning Brief Market Sunrise" provides international finance news [1] - The report date is August 19, 2025 [1] Company Performance & Investment - Intel shares rose before the bell on Tuesday after receiving a $2 billion capital injection from SoftBank Group [1] Stock Analysis - The report compares the performances and differences between Big Tech stocks from China and the United States [1] - The stocks being analyzed are Alphabet, Amazon, Meta, Baidu, Alibaba, and Tencent [1] Resources - Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, and advanced tools [1] - Yahoo Finance encourages users to download their app on Apple and Android devices [1]

Overview - Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help users manage their financial life [1] Resources and Platforms - Yahoo Finance offers the latest news and data at finance.yahoo.com [1] - The Yahoo Finance app is available on Apple (https://apple.co/3Rten0R) and Android (https://bit.ly/3t8UnXO) [1] Social Media Presence - Yahoo Finance can be followed on X (http://twitter.com/YahooFinance), Instagram (https://www.instagram.com/yahoofinance/?hl=en), TikTok (https://www.tiktok.com/@yahoofinance?lang=en), Facebook (https://www.facebook.com/yahoofinance/), and LinkedIn (https://www.linkedin.com/company/yahoo-finance) [1]

Market Trends & Investment Strategies - Leveraged ETFs are gaining popularity among investors, driven by the potential for greater rewards [1] - Options-based strategies are also on the rise [1] - Investors should be aware that leveraged ETFs come with greater risk alongside the potential rewards [1] Key Discussion Points - The podcast "Stocks In Translation" features GraniteShares CEO Will Rhind discussing leveraged ETFs and options-based strategies [1] - Rhind explains the reasons behind the rapid growth in popularity of leveraged ETFs [1] - The podcast aims to provide listeners with information to make informed trading decisions [1] Resources - Yahoo Finance offers free stock ticker data, news, portfolio management tools, and market data [1] - The Yahoo Finance app is available on Apple and Android devices [1] - Yahoo Finance can be followed on various social media platforms [1]

Retirement Planning Considerations - Unexpected medical emergencies can disrupt retirement plans, especially without sufficient savings [1] - Healthcare costs should be factored into retirement planning [1] - Maximizing tax efficiency with Health Savings Accounts (HSAs) is important [1] - Considering a Medigap policy may be beneficial [1] - De-risking some investments when entering retirement might be a suitable strategy [1] Resources and Information - Yahoo Finance provides free stock ticker data, up-to-date news, and portfolio management resources [1] - Yahoo Finance offers comprehensive market data and advanced tools [1] - The Decoding Retirement podcast is available on Yahoo Finance [1] - Yahoo Finance can be found on various social media platforms, including X, Instagram, TikTok, Facebook, and LinkedIn [1]

Buy Now Pay Later (BNPL) Market Analysis - US e-commerce is a \$1 trillion business, with BNPL currently pushing \$70-80 billion, representing a small fraction of the overall US retail market, which is about \$7-8 trillion [5] - BNPL is misunderstood to be steered towards people without access to banking, but it's skewed younger, particularly the 18-34 cohort, who may not trust credit cards or banks [5][6][7] - BNPL's counter-cyclical potential lies in helping e-commerce retailers convert sales that regular credit/debit cards might not, potentially thriving in a weaker economy [8][9][10] - BNPL growth primarily impacts banks, as they are the current credit card operators, while Visa and Mastercard benefit from increased transaction volume due to installment payments [11][12][13] Company Specific Analysis - Affirm is considered a buy due to its unlimited TAM (Total Addressable Market) and strong execution, differentiating itself from Klarna by offering a wider range of products, including interest-bearing loans [13][14][15][16] - PayPal is also a buy, with BNPL being a key part of its new branded checkout button, expecting BNPL to grow in the 40s over the next 2-3 years, accelerating branded checkout button growth, and gaining market share in Europe [17][18][19] - Circle is rated as underperform due to flat USDC distribution at \$68 billion since April, increasing distribution costs, and potential revenue shortfall [20][21][22][23] Housing Market Analysis - Home builder sentiment has fallen to its lowest level since 2022 due to persistently high mortgage rates constricting the market [3][41] - Mortgage rates need to be closer to 6% than 7% to loosen up the market, but consistency in rates is lacking, making borrowers cautious [43][44] - The Fed cutting rates would signal to banks to cut construction lending rates, boosting production, but the Fed's primary focus is on inflation and the labor market, not directly on housing [46][47][48] - Tariffs have been priced in, with about 60% of builders reporting increased goods costs, but the impact hasn't been as significant as initially anticipated due to slowed construction pace [52][53][54][55]

Let's talk about Jackson Hole and what we can expect from Jay Powell. So, the Fed really has to decide which of its mandates to emphasize right now. So, Pal's going to have to juggle this and what are we going to get from him.Are we going to get a hawkish message like we saw at his last press conference where he emphasized that the labor market was still in good shape. It's still stable, still healthy, and inflation is really where they're concerned about. Are you going to get something more dovish where he ...