Workflow
Yahoo Finance
icon
Search documents
Trump's not recouping EV rules for automakers, despite billions spent. 💰
Yahoo Finance· 2025-12-03 22:52
The automakers spent billions on meeting the Biden EV rules. Should they be able to recoup that somehow given the the change. And there's a there's a question about doing it.No, >> I'm not letting them recoup. They're going to do just fine. You know how they recoup from this point forward.They'll do for who else. ...
OpenAI CEO Sam Altman issues a code red. 🚨
Yahoo Finance· 2025-12-03 21:30
With Google being showered with love for its new Gemini model, OpenAI CEO Sam Alman has issued a code red warning to his teams. >> This is absolutely code red. This is code red for open AI. It's also code red for the AI enthusiasm trade.We need to see chat GPT step up. Otherwise, it's it's not just, you know, open AI in the private market that that risks dropping a lot. It's the whole AI ecosystem.And and that would be a problem for the S&P 500. >> Success breeds competition. I would say it's a it's almost ...
Former Intel CEO explains why the Trump administration is taking a stake in his chip startup
Yahoo Finance· 2025-12-03 21:16
The Trump administration will be taking an equity stake in semiconductor manufacturer startup xLight with a $150 million investment. xLight executive chair Pat Gelsinger sits down with Yahoo Finance executive editor Brian Sozzi to further discuss light source technology for AI semiconductor manufacturing. Gelsinger is also the general partner of Playground Global and was the CEO of Intel (INTC) from 2021 until December 2024. Also, catch Brian Sozzi's full interview with Pat Gelsinger. To watch more expert i ...
Why this analyst agrees with Michael Burry in Tesla's overvaluation.
Yahoo Finance· 2025-12-03 19:28
Tesla's valuation is coming into question yet again. This time by well-known investor Michael Bur. In a new Subsack post, Tesla's market capitalization is ridiculously overvalued today and has been for a long time.Bur is arguing that stockbased compensation stands to further dilute Tesla shareholders. >> I kind of agree with Michael Barry at this point that it is overvalued. I think ultimately what they've done is actually quite credible but there's I think quite some negative news flow at the moment around ...
You make good money - so why aren’t you wealthy yet?
Yahoo Finance· 2025-12-03 19:12
Financial Planning & Wealth Building - Modern families often feel they are earning more but building less, highlighting a common financial challenge [1] - Modern Family Finance duo Jennifer and Lisa Dazols discuss cash-flow habits, tax strategies, and savings ratios that predict wealth [1] - They emphasize tracking the "financial independence ratio" for every household [1] - Global travel reshaped their view on what's "enough" [1] Resources & Platforms - Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, and advanced tools [1] - Yahoo Finance encourages users to download their app on Apple and Android [1] - Yahoo Finance maintains a presence on various social media platforms including X, Instagram, TikTok, Facebook, and LinkedIn [1]
Is Michael Burry's criticism of Tesla's valuation and Musk's pay package warranted?
Yahoo Finance· 2025-12-03 17:28
Tesla's valuation is coming into question yet again. This time by well-known investor Michael Bur said Bur in a new Subsack post. Tesla's market capitalization is ridiculously overvalued today and has been for a long time.Bur is arguing that stockbased compensation stands to further dilute Tesla shareholders. I had a little fun today cuz again I'm in a mood and asked Chad GPT if Tesla stock is ridiculously overvalued. He came back with this reply.Short answer is yes. The argument behind the output ranges fr ...
Trump touts Kevin Hassett as next "potential" Fed chair
Yahoo Finance· 2025-12-03 16:31
potential Fed chair is here too. I don't know. He's a respected person that I can tell you. ...
AI competition heats up among tech giants, US stocks rise after ADP reports labor declines
Yahoo Finance· 2025-12-03 15:30
AI 行业动态 - Alphabet 的 Gemini AI 聊天机器人用户增长迅速,8 月到 11 月全球月活跃用户增长 30%,但 OpenAI 的 ChatGPT 用户量仍然是 Gemini 的两倍以上 [2][3] - Anthropic 正在进行初步的 IPO 谈判 [3] - 市场对 Google 在 AI 领域的竞争潜力持乐观态度,认为 Google 有能力支付 AI 研发所需的费用,而 OpenAI 的盈利模式仍不明朗 [23] - 微软降低了 AI 软件的销售配额,可能表明 AI 软件的增长正在放缓 [27] - 预计到 2030 年,全球 AI 相关数据中心的投资将超过 7 万亿美元 [49] 劳动力市场与经济 - 美国 11 月 ADP 私营部门就业人数减少 32,000,为 2023 年以来最大降幅,其中员工人数少于 50 人的公司减少 12 万个工作岗位 [4] - 劳动力市场疲软,市场押注美联储 12 月会议降息的可能性接近 90%,远高于一个月前 [4][11] - 华尔街普遍对未来一年持乐观态度,预计 AI 繁荣、美联储降息和两位数的盈利增长将成为催化剂 [14] - 经济呈现 K 型复苏态势,高收入消费者受益于股市和房市,而低收入消费者面临压力 [9][10] 零售业表现 - Macy's 业绩超出预期并提高了全年指引,但对第四季度持谨慎态度,预计盈利和收入将同比下降 [5][34][36] - Macy's 的重塑门店表现优于整体 Macy's 投资组合,鞋类和美容是重点发展的新品类 [37][38] - Dollar Tree 业绩超出预期并提高了全年盈利预期,表明消费者优先考虑必需品,减少可自由支配支出 [6] - Bloomingdale's 销售额增长约 8.8%,受益于高收入消费者的良好表现 [38] 股票市场与投资 - 摩根大通预计 2026 年底标普 500 指数的目标为 7,500 点,如果通胀缓和且美联储继续放松政策,则可能达到 8,000 点 [17] - 华尔街联盟集团认为,市场领导者将从 AI 赢家转向 AI 赋能者,即构建和维护数据中心及基础设施的公司 [47] - 建议投资者关注建筑、设备、公用事业和电力等基础设施公司,因为这些公司是 AI 发展的基础 [53][55] - 认为比特币可以作为资产多元化工具,类似于黄金,并建议通过 Bitcoin ETF Ibit 进行投资 [56][57] 公司特定信息 - 达美航空因政府关闭导致 2 亿美元的利润损失,相当于每股收益 25 美分 [41] - Marvell 宣布将以至少 32.5 亿美元收购 Celestial AI,如果 Celestial 达到收入里程碑,收购价格可能增加到 55 亿美元 [42] - American Eagle 业绩超出预期并提高了指引,这得益于在商品销售、营销和运营方面采取的果断措施 [42][43]
LIVE: Nvidia CEO Jensen Huang holds fireside chat on AI
Yahoo Finance· 2025-12-03 14:56
LIVE: Nvidia CEO Jensen Huang holds fireside chat on AI About Yahoo Finance: 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. - Get the latest news and data at finance.yahoo.com - Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO) - Follow Yahoo Finance on social: X: http://twitter.com/YahooFinance Instagram ...
LIVE: President Trump makes an announcement
Yahoo Finance· 2025-12-03 14:54
LIVE: President Trump makes an announcement About Yahoo Finance: 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. - Get the latest news and data at finance.yahoo.com - Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO) - Follow Yahoo Finance on social: X: http://twitter.com/YahooFinance Instagram: https://ww ...