Market Performance & Trends - The market showed mixed performance with the Dow experiencing a loss of 0.5% or 220 points, while NASDAQ and S&P 500 achieved record highs, gaining 6 basis points and approximately 0.3% respectively [2] - The technology sector, represented by XLK ETF, reached a record high after four weeks, driven by Oracle's over 30% gain [3] - AI is increasingly seen as a key driver for stock market performance, exemplified by Oracle's shares closing up nearly 40% [6] - Strategists are becoming increasingly bullish, raising price targets based on the theme of capex spend [6][7][9] - There's a disconnect between risk-on signals (stocks hitting records, tight credit spreads) and risk-off signals (gold hitting records), potentially due to a weaker dollar and concerns about institutional credibility and volatile politics [13][14] Company Specifics - Broadcom's market capitalization increased by over $100 billion, with its stock up 60% year-to-date [4] - Oracle's stock price has almost doubled year-to-date, up 97%, increasing its worth by approximately $230 billion [5] - AT&T is focused on expanding its fiber network to 60 million households by the end of the decade, requiring a build of approximately 30 million more [34] - AT&T plans to ramp up fiber build to about 4 million a year by the end of next year [35] Economic Outlook - The market is climbing a "wall of worry," with AI capex spend accelerating and not heavily dependent on interest rates [10][11] - Inflation is still a concern, with opinions divided on whether the worst-case scenario has been avoided [15][16] - AT&T's customers are still actively purchasing products/services and paying bills, but there is some stress in the consumer space due to rising costs [50] Investment Strategies - Exposure to the AI theme is crucial, with a preference for software, technology, and communication services [24] - Diversification is recommended by allocating to value stocks internationally and inflation-sensitive parts of the US market, such as domestic banks [25][26][27] - For fixed income investors, a shorter duration and credit tilts are advised, as current yields may be at risk of shifting higher [28][29]

A federal judge late Tuesday blocked President Trump from removing Lisa Cook from the Federal Reserve Board of Governors. So, she will be in place for uh the meeting next week. US District Judge Gia Cobb uh basically said that the president with the allegations of mortgage fraud didn't have four cause to remove her.Lisa Cook's lawyer, Abby Lol, saying that quote, "This ruling recognizes and reaffirms the importance of safeguarding the independence of the Federal Reserve from illegal political interference, ...

Market Overview - Market catalysts discuss the market news for September 10, 2025 [1] - The discussion includes market frothiness and market rotation [1] - Crypto is playing a part in the market's froth [1] Legal and Economic Implications - The US Supreme Court will hear President Trump's appeal of a lower court's ruling that most of the president's global tariffs are illegal [1] - Possible resolutions for Trump's tariff case and what they could mean for markets and the US economy are discussed [1] Resources - Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information [1]

The US jobs market just got another reality check. The labor department just said we had 911,000 fewer jobs between April 2024 and March 2025 than first reported. Now, this is just a preliminary estimate.However, it is one of the worst downward revisions that we've seen since the financial crisis. Now, these revisions don't reflect today's conditions. They go back around a year or so and use more comprehensive data points such as tax records as well as business openings and closings.However, if you combo th ...

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 futures pushing higher as Oracle shares surge after a blowout outlook in its latest earnings report. Equities are set to open at record highs again following the results, which offered a robust forecast for Oracle's cloud infrastructure business. Wall Street forecasters are now rushing to boost their outlooks for the S&P 500 amid renewed enthusiasm around the ...

Market Trends & Economic Indicators - Markets are bracing for inflation data, with the Producer Price Index (PPI) expected to rise 03% month-on-month, a slowdown from July's 09% gain, and hold steady at 33% annually [2][3] - Gold prices are climbing, driven by Fed easing expectations and a flight from fiat currencies, with potential implications for crypto, especially Bitcoin [27][28][29] Trade & Tariffs - Former President Trump floated the idea of 100% tariffs on China and India, contradicting his claims of successful negotiations with India [3][4] - The Supreme Court will review the legality of Trump's tariffs, with a resolution expected as early as November [4] Company Performance & IPOs - Cloner's IPO values the online lender at $15 billion, raising approximately $137 billion, with the IPO being oversubscribed by up to 25 times [2][23] - GameStop reported its fifth straight quarterly profit, with revenue up 22% year-over-year and net income surging to $1686 million from $148 million a year earlier, announcing a special warrant dividend worth up to $19 billion [31][32] - Synopsis reported soft earnings guidance due to restrictions on US chip sales to China, with shares sliding sharply, down more than 22% [33][34] - Chewy's shares were down over 7% despite sales rising by more than 8% and earnings meeting expectations, indicating Wall Street's demand for more than just meeting expectations [35][36] AI & Technology - Oracle's AI-fueled cloud revenue is projected to jump to $144 billion by its 2030 fiscal year, a significant increase from the projected less than $20 billion for the current fiscal year, driving the stock price up over 30% [12][13] - Taiwan Semiconductor Manufacturing Company (TSMC) posted a 34% rise in August revenue, indicating global demand for AI silicon, benefiting from its role as Nvidia's main chip maker [14][15] - CrowdStrike emphasizes the need for cybersecurity for AI agents, highlighting the massive opportunity and potential risks for enterprise companies [16][17][18] - Pinterest is experiencing a resurgence driven by visual search and AI-enabled shopping recommendations, with Gen Z comprising over 50% of its platform [38][39][44] - Pinterest's AI-driven visual search model outperforms off-the-shelf models by over 30 percentage points in shopping recommendation relevancy [45] - Apple managed to keep prices steady despite tariff pressures, with tariffs expected to cost $11 billion in the quarter ending this month [6][7]

"Your story is your currency." That's what entrepreneur and media strategist Tony Morrison says about building a business in one of the world's most expensive cities. Morrison believes that your unique experiences, values, and purpose are the most powerful assets you have - worth more than any product or story. In this episode of Living Not So Fabulously, Morrison tells hosts John and David Auten-Schneider how storytelling, digital strategy, and AI can amplify your voice with authenticity and impact. For fu ...

here with OpenAI CFO Sarah Frier. Good to see you first and foremost. I I think you're the most popular person at this conference besides me.Sarah, just you. You were it number one. You have to be.Are people just following you around asking you questions about what OpenAI is doing next. I mean, so many investors in this room and it's just so hard to keep up with the pace of development over at your company. Yeah, I mean it is a wild pace that we're on.Um you're defining a whole new era um of AI. What I kind ...

[Music] That's closing bell on Wall Street and now it's market domination overtime. We're giving you full team coverage of all the moves to get you up to speed on the action from today's trade. Nancy Tangler, we're after Tangler Investments CEO and Yahoo Finances Jared Blickery joining us here to break down all the moves today. Jared, my friend, let's start with you on that close. All right, we got three majors and three record closing highs for them. First up, the Dow record closing high up 43 basis points ...

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'll move 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's some of the trends we're going to be diving into.Wall Street ends the day in the green. All major indices did finish higher as investors watch revised labor data. We're looking back at the highs and lows of Wall Street with a deep dive into an inf ...