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AI bubble concerns, plus investors flock to gold and bitcoin as US dollar comes under pressure
Yahoo Finance· 2025-10-08 15:10
[Applause] 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 rebounding this morning after the major averages closed in the red, halting seven consecutive days of gains for the S&P 500. But the gold rally, it continues to power higher. Spot gold hitting $4,000 an ounce for the first time ever. Billionaire investor Ray Dalio says he sees gold as more of a safe haven than the dollar. He compared its re ...
Ford CEO frustrated by "$2 billion headwind" from tariffs.
Yahoo Finance· 2025-10-08 14:30
It's frustrating because we're the most American auto company and we export the most and yet we have this $2 billion headwind which prevents me from investing even more in the US. So it's frustrating but I got to tell you uh we've had some really good conversations with the Trump administration. They feel our pain.I know they want to help us with this problem. What I've seen them do on the EPA side really put the EPA tailpipe emissions more in line with customer real demand. That gives me hope that we're go ...
LIVE: House Speaker Johnson holds news conference as US government shutdown continues
Yahoo Finance· 2025-10-08 13:03
Market 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 you manage your financial life [1] - Get the latest news and data at finance.yahoo.com [1] Resources and Accessibility - Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO) [1] - Follow Yahoo Finance on social media platforms such as X, Instagram, TikTok, Facebook, and LinkedIn [1]
AMD CEO: "The AI industry is coming together."
Yahoo Finance· 2025-10-07 22:30
AI Development & Infrastructure - Ensuring sufficient power supply is crucial for AI development, with active efforts to build infrastructure [1] - The US administration is prioritizing AI, recognizing its importance [1] - Adequate manufacturing capacity is essential to support AI development [2] - Industry collaboration across the entire supply chain is necessary to achieve rapid and large-scale AI development [2] Industry Vision - The industry is collectively striving to build fast and build big in the AI sector [2] - The industry is dedicating its best efforts towards a significant vision for AI [2]
Tesla unveils cheaper Model Y for nearly $40K.
Yahoo Finance· 2025-10-07 21:25
It's finally here. On Tesla's website, they announced the Model Y standard. They stripped down Model Y costing a little under $40,000.So, what you got here is less lighting in the front. You got rid of that full wraparound light bar in the front and rear. You have cloth seats inside.You omitted the second screen in the back to make the car a little bit cheaper. So, that'll go on sale in November. Also announced, kind of in a surprise, the Model 3 standard as well.Mask can be a shade under $37,000. ...
US stocks drop as AI rally loses steam, what you should know about Medicare open enrollment
Yahoo Finance· 2025-10-07 21:20
Market Performance - Major indices experienced slight declines, with the Dow down approximately 02% (less than 100 points), the Nasdaq down approximately 07%, and the S&P 500 down approximately 04% [2] - Small caps underperformed, with the S&P 600 down 13% [2] - Gold reached a record high of $4,390, driven by inflows into gold-backed ETFs, which saw a record $26 billion inflow in the quarter [2][8] - Bitcoin experienced a 3% decline after reaching over $125,000 per token [10] Sector Dynamics - Defensive sectors, particularly staples (up almost 1%), utilities, energy, financials, and healthcare, showed strength [3] - Consumer discretionary (driven by Tesla's performance), tech, and industrials experienced declines of more than 05% [3] - The semiconductor sector showed mixed performance, with some green spots [4] - Software sector experienced weakness, with some underperformers down more than 3% [5] - Transports sector showed weakness [6] Economic Outlook - The economy is still growing, corporate profits are rising, and the outlook for interest rates is still lower, providing support for the markets [15] - Strong demand for artificial intelligence and accelerated spending continue to drive the economy [18][20] - A potential prolonged government shutdown and the threat of permanent layoffs could have a bigger impact on the economy [19] - The labor market is cooling, and the inflation uptick has not been as much as feared [27] Investment Strategies - Valuations are more demanding, particularly for mega-cap technology stocks, but US mid-caps trade around their 10-year average, and small caps trade below their historical average [16][17] - Investors should stick to quality and ensure portfolios have diverse exposures [23][24] - The alcohol category faces decelerating consumption levels, while the non-alcoholic beverage side, especially energy drinks, shows strong growth [46] Constellation Brands Analysis - Constellation Brands' performance is impacted by the global social-political environment and its effect on the US Hispanic consumer [40] - Over 80% of Hispanic consumers are worried about the social-economic environment in the US, and over 70% are particularly worried about their personal finances [41] - The company is focusing on its core brands and premiumizing its wine and spirits portfolio [41][43] - Alcohol consumption in the US is declining, particularly among younger consumers [44][46] - The social-economic environment could negatively impact Constellation Brands for a couple of years [48] Federal Reserve and Interest Rates - The Fed's next FOMC meeting is approaching at the end of October [51] - Minutes from September's FOMC meeting will provide insights into the Fed's path forward with interest rates [51] - The direction of travel for interest rates is expected to be lower, with a focus on the labor market [25] Medicare Open Enrollment - Medicare beneficiaries have from October 15th through December 7th to make changes to their coverage for 2026 [28] - The Medicare annual notice of change (ANOC) details changes coming to current plans in 2026 [30] - Medicare's plan finder (plan compare) helps individuals search for plans based on their specific needs [32] - Navigating Medicare decisions can be confusing due to the various parts (A, B, C, D, and Medigap) and numerous plan options [33][34] - It takes a lot of work to make the right Medicare plan decision, and individuals should seek help from a ship counselor if needed [35][36]
Are we near the top of bitcoin’s 4-year cycle?
Yahoo Finance· 2025-10-07 21:18
Investment Strategy - Advocates focusing on Bitcoin as a scarce, permissionless asset suitable for large balance sheets [1] - Warns against the risks associated with altcoins [1] - Suggests clean exposure to Bitcoin through spot ETFs, miners, and corporate treasuries [1] Market Analysis - Highlights the four-year cycle in the Bitcoin market [1] - Discusses stablecoin yields [1] Financial Advice - Recommends consulting financial, legal, or tax advisors before making investment decisions [1] - Suggests starting with as little as $25 [1] Resources - Promotes Trader Talk on Yahoo Finance for expert analysis and actionable insights [1] - Directs listeners to Apple Podcasts, Spotify, and YouTube for Trader Talk episodes [1] - Provides links to Yahoo Finance resources, including website, app, and social media [1]
How to play the AI rally now, CEOs are fretting about tariffs
Yahoo Finance· 2025-10-07 16:08
[Music] Good Tuesday morning from Yahoo Finance's New York City headquarters studios. I'm Yahoo Finance executive editor Brian Sazi. You're watching New York Rangers alumni Adam Graves, Henrik Lungquist and Mike Richtor ringing the opening bell to NYSC.For those under the age of 21 that love and watch opening bid. Mike Richtor was an awesome goalie for the Rangers in the 1990s. Think of him as the Nvidia of9s goalies.Friends, absolutely dominant. Uh Expand Energy getting trading underway at the NASDAQ. No R ...
Qualcomm to acquire Arduino, gold crosses over $4K benchmark, Tesla teases cheaper Model Y
Yahoo Finance· 2025-10-07 14:30
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 pulling back this morning. That's after the S&P 500 closed at a record high. Tech stocks fueling the rally after AMD signed a deal worth tens of billions of dollars with Open AI.We are seeing now a recovery in futures this morning. Still little changed. Meanwhile, gold pulling back from a record high.The precious metal has surged. Actually, no, it is n ...
What AMD's OpenAI deal means for Nvidia, healthcare stocks see major gains in 2025
Yahoo Finance· 2025-10-07 13:54
[Music] Hello and welcome to Morning Brief Market Sunrise. I'm Raman Karamali live from Yahoo Finance Studios in London. It's Tuesday 7th October.Coming up on the show, the shutdown continues. There are growing reports of air travel delays. Meanwhile, the president looks for healthc care talks with Democrats.Tesla is widely expected to launch a new car today. Will it be enough to reverse falling sales. And I'll tell you why.A Canadian mining company saw its shares pop almost 200% in the pre-market. So, grab ...