Starbucks' Performance - Starbucks 第四季度净收入增长 96% 达到 96 亿美元，超过分析师预期 [2] - 全球同店销售额近两年来首次实现正增长 [2] - 调整后每股收益为 52 美分，低于预期 [3] - 北美交易额同比下降约 1%，好于市场预期 [4] - 国际交易额增长 6%，表现强劲 [5] - 中国同店销售额增长 2%，略低于预期的 22% [9][10] Chipotle's Performance - Chipotle 第三季度收入为 30 亿美元，低于分析师预期 [14] - 调整后每股收益为 29 美分，符合预期 [14] - 可比交易额下降约 1% [15] - 公司下调了全年预测，预计全年销售额将同比下降低个位数 [20] Microsoft's Performance - Microsoft 第一季度业绩超出华尔街预期 [25] - Azure 调整货币后的收入增长 39%，超过分析师预期的 37% [29] - 第一季度资本支出（包括租赁）为 349 亿美元，高于上一季度的 240 亿美元 [27] - Microsoft 将拥有 OpenAI 约 27% 的股份，价值约 1350 亿美元 [34] ETF Market Trends - ETF 市场正在经历快速增长，但共同基金仍然占据主导地位 [37] - SEC 可能会批准双重份额类别，允许投资者在共同基金和 ETF 之间无缝转移，且不产生税务影响 [37][38] - 预计 ETF 的数量和资产管理规模可能会翻倍 [43] - ETF 通常具有更低的成本、更高的流动性、透明度和税收效率 [44][45]

the layoffs. You see significant number of companies either announcing that they are not going to be doing much hiring or actually doing layoffs and much of the time they're talking about AI and what it can do. So, we're watching that very carefully in and you know, yes, it could absolutely have implications for job creation.We don't really see it in the claims data yet. Now, it's not a surprise that we don't. It takes some time for it to get in there. ...

Federal Reserve Actions - The Federal Reserve reduced interest rates by 25 basis points following the October FOMC meeting [1] Market Implications - The report analyzes the reasons behind the rate cut decision and its implications for the markets [1] - The report provides an outlook for future rate cuts [1] Resources - Yahoo Finance offers free stock ticker data, up-to-date news, and portfolio management resources [1] - Yahoo Finance provides comprehensive market data and advanced tools [1]

Microsoft & OpenAI Partnership - Microsoft's 27% stake in OpenAI is valued at $135 billion [1] - This valuation is based on the latest for-profit agreement between the two companies [1] Market Insights - Intelligent Alpha views its investment in Microsoft as indirect exposure to OpenAI [1] - Discussion around AI capex spending and Nvidia's latest partnership announcements [1]

Monetary Policy Outlook - A further reduction in the policy rate at the December meeting is not a foregone conclusion [1] - Policy is not on a preset course [1] - The committee has not made a decision about December [2] - The committee will be looking at the data, how that affects the outlook and the balance of risks [2] Committee Dynamics - There were strongly differing views about how to proceed in December [1][2] - There are strong views across the committee [2] - There are 19 participants on the committee [1]

The Fed just cut interest rates by 25 basis points. The second rate cut this year as officials try to shore up a cooling labor market. With the government still shut down, the Fed is essentially flying blind.No jobs report, no retail sales data, not even a full read on GDP. But policy makers leaned on private data, anecdotal surveys that all point to the same thing. Hiring is slowing.This cut was widely expected. Markets had priced it in at nearly 100%. The big question now is whether this move was the last ...

Nvidia became the first company to reach a $5 trillion dollar market cap. We speak to Wall Street insiders about the company's record climb, the outlook for the stock, what it means for the future of AI and the rest of the tech sector. #Nvidia #stocks #AI #tech #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 n ...

We've taken China out of our forecast. We're currently assuming China is going to be 0% of our business. And if it comes back, if President Trump was able to negotiate um or if China would like us to come back to to China, um it's going to be a huge bonus for us.I have 100% confidence in President Trump's ability to cut a great deal for America. ...

Hollywood may look glamorous, but Travis Shakespeare says it mirrors America’s widening wealth gap. From AI’s rise to shrinking jobs and huge debt, he exposes how success doesn’t guarantee stability. In this episode of Living Not So Fabulously, Travis explains why creating your own intellectual property may be the smartest money move of all. For full episodes of Living Not So Fabulously, listen on your favorite podcast platform or watch on our website: https://finance.yahoo.com/videos/series/living-fabulous ...

Opening Bid Unfiltered is available on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. The business of pushing your physical max is lucrative. Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with HYROX co-founder and CEO Christian Toetzke. HYROX was co-founded by Toetzke in 2017 and has grown rapidly ever since. The fitness competition isn’t for the week of mind and heart, and will test one’s endurance. That’s likely why alphas and the average Joe ...