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Broadcom stock surges after OpenAI deal, but are there bubble risks?
Yahoo Finance· 2025-10-13 19:33
It's time now for our stock of the day. Broadcom shares surging after inking a deal with Open AI. But as AI spending ramps up and more companies jump in, are investors starting to worry that we're in real growth or signs of a bubble.Still with me, my round table, Lou Bassin, Brook Palma, and Jennifer Shamberger. And Lou, I know you were just talking about the fact that things are different this time, that there's real earnings growth here for a lot of these AI companies, but is it a concern that these AI he ...
The one Medicare letter you can’t afford to ignore
Yahoo Finance· 2025-10-13 19:13
Think you can skip your Medicare paperwork? Think again. The Annual Notice of Change (ANOC) could save you - or cost you - thousands of dollars. In this special episode of Decoding Retirement, host Robert “Bob” Powell breaks down the must-read sections of your ANOC. Bob and Medicare Rights Center president Fred Riccardi reveal why ignoring this document is risky, how to spot red flags that mean it’s time to switch plans, and where to find free, unbiased help before Medicare open enrollment ends. Yahoo Finan ...
OpenAI doubles down on Broadcom partnership.
Yahoo Finance· 2025-10-13 18:30
Broadcom announced a multi-year agreement with OpenAI. The two companies will collaborate on custom chips and networking equipment. OpenAI will design the hardware and work with Broadcom to develop it.The plan is to add 10 gawatts worth of AI data center capacity with the company's beginning to deploy racks of servers containing the gear in the second half of 2026. By customizing the processors, OpenAI said it will be able to embed what it has learned from developing AI models and services directly into the ...
Stocks bounce back after Friday's $2T selloff, Bank earnings preview
Yahoo Finance· 2025-10-13 14:36
.Morning Brief anchor Julie Hyman breaks down the latest market moves for October 13, 2025. Stocks rose after President Trump sought to reassure investors about escalating trade tensions with China. Trump posted on Truth Social, "Don't worry about China, it will all be fine!" Bank earnings are set to kick off on Tuesday. Senior reporter David Hollerith breaks down what investors can expect, including the government shutdown's impact, credit and lending environment, and why earnings are expected to be 'good. ...
"The FOMO trade is real": Strategist
Yahoo Finance· 2025-10-13 13:30
People are buying the dip even when there seems to be profit taking. The problem is the FOMO trade is real. If you see that growth is strong and that things look positive, it's important to stay in the market and follow these moves because there doesn't seem to be any sort of indication or any sort of fundamental data that goes against it.My bigger concern is much more of an overstimulation narrative where the economy pumps up too much and then you start to see inflation uh pop up as well. So upside risk in ...
"The Fed's got a much more difficult degree of landing... Inflation's much more difficult."
Yahoo Finance· 2025-10-13 00:30
I'm a little bit more concerned about the direction of inflation to be honest with you than I am employment. The Fed's got a much more difficult degree of landing because believe it or not, the Fed gets a weekly update of the ADP estimate. Most people don't understand that.So, the Fed's not flying blind when it comes to the labor market, right. Inflation's a little bit more difficult. They're probably going to be talking to the MIT Harvard billion uh prices project.and to get an idea of what's going on. The ...
How's the economy doing? It depends how much you make. 💵
Yahoo Finance· 2025-10-12 22:30
Economic Disparity - The US economy is experiencing a K-shaped recovery, with higher-income Americans trending upward while lower-income Americans trend downward [2] - The pay gap between higher and lower-income Americans is at its highest ever, with a nearly 530% pay difference [3] - Wealth inequality is evident in stock ownership, with the wealthiest 1% of households owning about 40% of stocks and the next 19% owning nearly 50% [4] Consumer Spending - Overall consumer spending is strong, but driven largely by higher-income Americans [2] - Spending growth for higher-income households was up 220% in August compared to a 030% year-over-year increase for lower-income households [2] - After-tax wage growth for lower-income households was up 090% year-over-year in August, while for higher-income households, it was up 360% [2] Market Sentiment - Conflicting headlines about economic growth, strong spending, stagnant labor market, and rising prices are contributing to consumer sentiment [1][4]
Jim Cramer’s biggest investing mistake.
Yahoo Finance· 2025-10-12 20:30
biggest investing mistake you've ever made in one word or two. No, no, I'm thinking uh I'm gonna say Memorex. And here's why.It was a $2 stock and I kept buying it. I said, "How much could you lose?" And I lost everything. ...
Refinancing a home? Here's what you need to know
Yahoo Finance· 2025-10-12 20:00
Well, refinancing a mortgage allows a homeowner to trade in their existing loan for a new one with better terms like a lower principal, interest rate, or monthly payment. But there is a cost to refinancing. Here to break down what homeowners can expect to pay, Yahoo Finance personal finance editor Laura Grace Tarpley.So, Laura Grace, what are some of the closing costs that people have to be aware of with refinancing. >> Hi, Julie. Yeah.So, like you just said, when you refinance your mortgage, what you're ac ...
Leveraged ETFs explained
Yahoo Finance· 2025-10-12 17:00
There are 457 leveraged ETFs that trade in the US compared with a total of more than 4,300 ETFs overall. That's according to ETF. com.And leveraged ETFs have a total of about 160 billion in assets. So what are leveraged exchange traded funds. The SEC first allowed them in 2006.They're designed to boost the returns of a specific index or asset that they track. So, while a traditional ETF tracks securities on a 1:1 basis, leveraged ETFs typically aim for a 2:1 or 3:1 ratio, leverage funds use various investme ...