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Who is winning the AI arms race? Plus, Subaru and BMW top Consumer Reports' auto rankings
Yahoo Finance· 2025-12-04 17:47
Market Catalysts anchor Julie Hyman breaks down the latest market moves for December 4, 2025. Brad Erickson, RBC Capital Markets' equity analyst, discusses Bloomberg's report that Meta is making cuts in its Metaverse budget and Google Gemini's potential to grab a portion of the AI trade. Senior Autos reporter Pras Subramanian breaks down the latest Consumer Reports ranking for auto brands. The top five cars in the report are Subaru, BMW, Porsche, Honda, and Toyota. For more Market Catalysts videos, please v ...
Nvidia, Meta, and the multi-prong approach to investing in AI
Yahoo Finance· 2025-12-04 16:17
Been a tough co recently for the magnificent seven stocks. Nvidia in particular fell about 1% yesterday. It struggled to recover since dropping 15%.Joining us now is Michael Sanseta, Silvent Capital Management CIO, managing director and senior portfolio manager. Joining me here in the studio, you know, we always watch uh Nvidia really closely and like yesterday just felt like Jensen Wong day, right. He was in Washington.He met with the president. He met with Congress. He um gave a fireside chat at a think t ...
Jensen Huang thinks Arizona has great Taiwanese food, thanks to TSMC. 🍜
Yahoo Finance· 2025-12-04 16:10
all these young uh families from Taiwan came to help us stand up our our factories. I recently gave a congratulation speech at TSMC in Arizona. And when I looked out into the audience, it was twothirds Taiwanese and one-third American.Arizona is practically well, the quality of Taiwanese food in Arizona, let me just put it that way. The quality of Taiwanese food in Arizona has increased tremendously. Okay, you want to get a bowl of Get a bowl of beef noodle soup. ...
C3.ai CEO talks earnings, business changes, and demand, plus Nvidia CEO Jensen Huang's media tour
Yahoo Finance· 2025-12-04 15:48
[music] Good Thursday morning at Wall Street. I'm Yahoo Finance executive editor Brian [music] Sazi. This is opening bid. I'm feeling it today, friends. So much to get to and so little time. Salesforce CEO Mark Beni off may still be talking about Agent Force on his earnings call that began last night. He was that excited about this stuff. way more than Wall Street, which pushed the stock to a record low valuation ahead of the better thanex expected report [music] last night. Snowflake's results, meanwhile, ...
Meta's augmented-reality unit has burned more than $60 billion since ⁠2020.
Yahoo Finance· 2025-12-04 14:58
Metaverse Strategy - Meta is considering cuts to its metaverse efforts, potentially as much as 30% [1] - The market and consumers have not necessarily believed in Meta's metaverse efforts [2] - VR headsets purchased for metaverse experiences often end up unused after a few weeks [2] Market Reaction - Meta shares are spiking this morning following the report of potential cuts to metaverse efforts [1]
Trump administration invests $150 million in semiconductor manufacturer xLight.
Yahoo Finance· 2025-12-04 13:01
The Trump administration is investing up to $150 million in chip startup XLite as the company looks to develop more advanced semiconductor manufacturing techniques. Government would get an equity stake that would likely make it Exlife's largest shareholder. Xlite is a new light source.And when you think about semiconductor manufacturing, you know, build big fabs. In the middle of that are these machines called lithography machines. In the middle of that is light.And light has always been the center. So the ...
Michael Burry slams Bitcoin as ‘worthless’ - now traders react
Yahoo Finance· 2025-12-04 11:19
Welcome to Stocks and Translation, Yahoo Finance's video podcast that cuts through the market mayhem, the noisy numbers, and the hyperbole to give you the information you need to make the right trade for your portfolio. I'm Jared Blickery, your host, and with me is Yahoo Finance senior reporter Ali Canal, who's here to connect the dots and to be that bridge between Wall Street and Main Street. With the big Bitcoin wash out recently, we're going to be digging into all things crypto with a special guest. And ...
Jensen Huang says he knows he doesn't have to work, but "this is the one decade I will not miss."
Yahoo Finance· 2025-12-04 01:15
Uh the best of days are ahead of us. You know, it is the I don't have to work. I think I've done, you know, [laughter] I think that's true.And and and Ambassador Rudd, uh you know, when when he first met me, I had I my all my hair was black. And and now, you know, if you if you were to take an image of my brain, it could turn out to be the same color as yours. And and so [laughter] um but but nonetheless, uh this is the one decade I will not miss.>> Yeah. >> I simply won't miss this decade. I don't want to ...
Jensen Huang: "My parents had the American dream."
Yahoo Finance· 2025-12-03 23:29
You know, it's hard not to be romantic about this country. My my my parents had the American dream. My father always wanted wanted us to grow up in the United States.Sent us here when I was nine. And um I and they they had almost nothing uh uh to to start a life here. And uh somehow through that journey, >> it worked out pretty good.>> I'm I'm here uh with the privilege of leading one of the most consequential companies in the history of humanity. >> Yeah. and and uh you just can't you can't write a better ...
What's in store for housing in 2026, Spotify's stock as people check their Wrapped summaries
Yahoo Finance· 2025-12-03 22:58
Asking for a Trend anchor, Josh Lipton breaks down the latest market trends for December 3, 2025. Joel Berner, Realtor.com senior economist, explains why he sees 2026 as a year of steadying for the housing market. Spotify Wrapped is here! Yahoo Finance senior reporter Allie Canal breaks down Spotify's stock performance in 2025 and beyond as CEO Daniel Ek plans to move into an executive chairman role. For more Asking for a Trend videos, please visit: https://finance.yahoo.com/videos/series/asking-for-a-trend ...