Workflow
Yahoo Finance
icon
Search documents
Nvidia is teaming up with the Department of Energy to build seven new AI supercomputers.
Yahoo Finance· 2025-10-28 18:47
Partnerships & Collaborations - The Department of Energy (DOE) is partnering with NVIDIA to build seven new AI supercomputers [1] - Seventeen quantum computer industry companies are supporting the MVQ link [1] - Eight DOE labs are involved in the collaboration [1] Quantum Computing Integration - DOE labs (Berkeley, Brook Haven, Fermy Labs, Lincoln Laboratory, Los Alamos, Oakidge, Pacific Northwest, San Die Lab) are working with quantum computer companies [1] - The goal is to integrate quantum computing into the future of science [1]
Top analyst calls to consider, Royal Caribbean CFO talks earnings beat and cruise demand
Yahoo Finance· 2025-10-28 17:48
Market Catalysts anchor Julie Hyman breaks down the latest market movers for October 28, 2025. Wall Street's top analyst calls include Tesla, Qualcomm, and Warner Bros. Discovery. Senior reporter Allie Canal breaks it all down. Royal Caribbean Cruises CFO Naftali Holtz discusses his company's strong third quarter results, demand, and outlook for growth. For more Market Catalyst videos, please visit: https://finance.yahoo.com/videos/series/market-catalysts/ #youtube #stocks #news #investing #cruise #vacation ...
Trump signs trade deal with Japan. 🇯🇵
Yahoo Finance· 2025-10-28 16:09
We had a phenomenal day here in Japan with a momentous trade deal. We made a big big beautiful trade deal for both countries. This will be a relationship that will be stronger than ever before.And I look forward to working with you. And on behalf of our country, I want to just let you know anytime you have any question, any doubt, anything you want, any favors you need, anything I can do to help Japan, we will be there. We are an ally at the strongest level and it's a great honor to be with you.Everything I ...
Social Security benefits to increase 2.8% in 2026
Yahoo Finance· 2025-10-28 16:07
Social Security Adjustment - Social Security's cost of living adjustment (COLA) for 2026 will be 2.8% [2] - The 2.8% increase is slightly above the previous year's 2.5% [2] - The adjustment is based on the Consumer Price Index (CPI) for urban wage earners [3] Impact on Beneficiaries - The 2.8% increase will result in an average increase of $56 per month for the average beneficiary [5] Concerns and Criticisms - Critics argue that the CPI for urban wage earners doesn't accurately reflect the spending habits of retirees, particularly regarding housing, healthcare, and groceries [3][4] - Experts suggest that the current index is outdated and doesn't reflect seniors' actual spending [6] - The Senior Citizens League is actively advocating for a more relevant index [6] Potential Future Changes - There is ongoing discussion about the need to find a more accurate index that reflects the spending patterns of seniors [6]
Microsoft's $135B stake in OpenAI, why Microsoft and Google are well-positioned for earnings
Yahoo Finance· 2025-10-28 15:11
Market Trends & Catalysts - US stock rally continues as investors await big tech earnings from five of the magnificent seven companies, offering insights into the AI trade [1] - The Federal Reserve's FOMC meeting is underway, with a rate decision expected, and focus on Chair Pal's commentary on monetary policy [2] - Top 10 stocks in the S&P 500 are approaching dot-com era levels of dominance, indicating market concentration [21][41] Corporate Actions & Restructuring - Amazon plans to cut its corporate workforce by approximately 14,000 jobs across various departments [2][7] - UPS plans to reduce its workforce by approximately 34,000 positions as part of a transformation strategy [11] - OpenAI has completed its recapitalization, simplifying its corporate structure, with Microsoft gaining a 27% stake in the nonprofit entity valued at approximately $135 billion [32][34] AI & Technology - PayPal is partnering with OpenAI to embed its digital wallet into Chat GPT, enabling in-app purchases [4][16] - OpenAI commits to buying $250 billion worth of Azure services from Microsoft as part of their agreement [33] - Toyota is reportedly investing $10 billion in the US, though confirmation is pending [27] Financial Performance & Guidance - PayPal raised its full-year earnings guidance and announced its first-ever quarterly dividend of 14 cents a share [4][18] - United Health beat expectations for third-quarter earnings and raised its outlook for the year [4] - JetBlue reported a smaller than expected loss in the third quarter, with optimism for continued demand improvement through 2025 [39][40]
Apple Q4 earnings preview: Analyst says that there's 'a lot of good news built into the shares'
Yahoo Finance· 2025-10-28 13:42
Tom, always great to see you. So, we've had a number of of recent positive headlines about Apple. Tom, you know, you look at the market cap here.We are right back knocking at 4 trillion. Bottom line, how strong is the iPhone cycle, Tom. What do you see. What are you telling clients.>> Yeah, so the way that I think about shares right now of Apple, uh, there's clearly a lot of good news built into the shares. So the company when they gave their outlook for the September quarter uh was anticipating strong dema ...
Fed rate cut outlook: What to expect in October & December
Yahoo Finance· 2025-10-28 11:43
Interest Rate Decision - The Federal Reserve is expected to announce its latest interest rate decision on Wednesday [1] - Investors anticipate a 25 basis point (0.25%) rate cut [1] - Market participants will be closely monitoring for indications of the Federal Reserve's future policy direction [1] Expert Analysis - Bank of America Securities' senior US economist Stephen Juneau and NYSE's senior market strategist Michael Reinking will share their expectations for the meeting and the outlook for the rest of the year [1]
US-China trade tensions cooling is "positive for both economies": Economist
Yahoo Finance· 2025-10-28 02:30
Economic Decoupling - Both the US and China have achieved a degree of economic decoupling, mitigating the impact on each other's economies [1] - US exports to China, such as soybeans and airplanes, are not critical to the overall US economic outlook [1] - Similarly, Chinese exports to the US are not crucial for the Chinese economy [1] Supply Chain Concerns - Potential supply chain disruptions exist, particularly concerning materials needed for autos and defense, including rare earth elements [2] Trade and Tariffs - The US hiking tariffs to 145% on China earlier in the year is unsustainable [3] - Trade is integrated enough that complete decoupling is not possible, despite efforts over the years, especially during Trump's first administration [3] - De-escalation of trade tensions is anticipated and should positively impact both economies [3]
Why rare earth metal production in the US will be a struggle.
Yahoo Finance· 2025-10-28 01:53
Project Timeline & Strategy - Mining projects may require extended periods before commencing production, suggesting a combination of short-term and long-term investment strategies [1] - US companies pursuing purely domestic strategies could face timelines of at least 2 to 3 years for project completion [2] - Strategic partnerships with non-Chinese companies could potentially expedite project timelines for US companies, potentially reducing them to approximately 1 to 2 years [2][3] - Allied partnerships are crucial for accelerating project timelines, especially compared to US companies undertaking projects independently, which could take around 3 years post-funding [3]
How to protect your portfolio when crypto starts to crash
Yahoo Finance· 2025-10-28 01:05
Listen and subscribe to Stocks In Translation on Apple Podcasts, Spotify, or wherever you find your favorite podcast. In this episode of Stocks in Translation, John Grace, Investor’s Advantage Corp founder and president, joins host Jared Blikre and Senior Reporter Allie Canal to discuss active versus passive investing, the state of the housing market, with first-time homebuyers making up only 24% of all home purchases, and the possibilities of a crash in the crypto market. Twice a week, Stocks In Translatio ...