Market Position & Competitive Advantage - Melius Research indicates Tesla is a "must-own" stock due to its full self-driving (FSD) autonomy features [1] - Tesla's in-house production of software and chips provides a competitive edge over legacy automakers like GM [1] - Tesla is positioned as a global leader in AI chip technology [1] Technological Advancement - Tesla's AI4 chip is currently being integrated into its newest cars [1] - The next-generation AI5 chip is slated for inclusion in Tesla cars by 2027 [1] Market Opportunity - The full self-driving market represents a 4 to 5 trillion USD opportunity globally [1] - The US market alone accounts for 700 billion USD of the total opportunity [1]

Hello and welcome to Morning Brief Market Sunrise. I'm Ramzan Carmali live from Yahoo Finance Studios in London. It's Wednesday, 26th of November.Coming up on the show, Kevin Hasset emerges as the front runner to become the next Fed chair. HP announces big job cuts due to AIdriven initiatives. and the Trump administration slashes the price of ampic and wiggoi drugs for those on Medicare.So grab your coffee and let's own the morning. For our top story, we're going to focus on the Fed. First up, it's emerged ...

Investors are chasing "the flavor of the week" when it comes to the AI trade, Jefferies senior analyst Brent Thill tells Yahoo Finance. Thill highlights Wall Street's enthusiasm with Alphabet (GOOG, GOOGL), while Meta (META) and Oracle (ORCL) fall out of favor. The analyst says the Big Tech stock moves are part of an "over-exaggerated" trade, and suggests that investors buy the dips in Meta and Oracle rather than chasing Alphabet's momentum. To watch more expert insights and analysis on the latest market ac ...

You can catch Trader Talk on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. The crypto markets may be wobbling, but the real story is what comes next. On this episode of Trader Talk, Kenny Polcari sits down with Mo Shaikh, former Aptos Labs co-founder and a key voice in US digital asset policy, to break down bitcoin’s volatility, the rise of stablecoins, and how AI and blockchain are converging. Shaikh explains how institutional adoption, new US regulation, and AI-driven financial auto ...

Market Dynamics - Google 正在洽谈向 Meta 出售价值数十亿美元的 AI 芯片，加剧了 AI 芯片领域的竞争 [1] - 市场长期以来认为 Nvidia 面临来自其客户（如 Google、Meta、Microsoft 和 Amazon）的竞争 [3][12] - 报告显示，Nvidia 市值蒸发超过 2450 亿美元 [8] Technology & Products - Google 的 TPU（张量处理单元）是一种 ASIC（应用专用集成电路），专为特定应用而设计 [2][9] - Nvidia 的 GPU（图形处理单元）是一种通用计算设备，可用于需要并行处理的多种不同任务 [5] - Nvidia 声称其芯片比 Google 的芯片领先一代 [4] - Nvidia 拥有 CUDA 软件，而 Google 也有自己的软件，但开发者如果要在 TPU 上开发，则需要使用不同的软件 [7][15] Company Strategy & Outlook - 客户公司正在寻求芯片来源多元化，以缓解算力限制 [13][15] - 行业分析认为，Google 与 Meta 的合作可能对 AMD 构成更大的问题，因为 AMD 旨在成为 Nvidia 的可行替代方案 [13]

It's up more than 68% year-to date. It has outperformed every other U Mag 7 stock including Nvidia. By the way, the market was so concerned about China getting ahead of Nvidia.And here we are with Alphabet with these TPUs. This is an interesting sort of scenario when you talk about the rivalry now between these two companies. >> And in case you're wondering out there, TPUs stands for Tensor Processing Units.I mean, we got to decode the stuff in real time. And I made a note to myself a couple weeks ago when ...

what's going on here. What are some of the inputs and how striking was this data to you. >> Yeah, I think I have a a little bit of a less optimistic view of the consumer than Michelle was talking about earlier.So, yeah, broad-based decline in consumer confidence in November uh across jobs, incomes and uh financial situation expectations and uh that is probably due to a government shutdown. remember we were still uh you know in a shutdown uh kind of mode uh during most of November and uh I think we will see ...

Planning for retirement can be one of the most consequential decisions of your life, especially in the 4-5 years directly preceding your departure from the workforce. On this episode of Decoding Retirement, Robert "Bob" Powell speaks with financial planner Jeremy Keil about how to get the most out of your pre-retirement, and how solid preparation can make the difference between retiring comfortably or scrounging for savings. Jeremy discusses how to consider longevity in your financial planning, the signific ...

uh on crypto, you know, we've been covering it on the way down and now I want to stop talking about it as it goes up. So, Bitcoin prices have seemed to stabilize a little bit. What do you think about this move we have seen in crypto over the past few weeks and are you concerned about more of a sell-off and that pressuring the broader market a little bit.>> Yeah, so crypto is a real tough uh asset class for me. Again, as a fundamental analyst, there's no cash flow, there's no dividends, there's no income. So ...

Market Trends & Dynamics - Alphabet's shares increased by 2% due to Meta's purchase of TPUs from Google, leading to a market capitalization watch of $4 trillion [1] - Nvidia's shares decreased by 6% following a report of Meta buying TPUs from Alphabet, impacting the semiconductor sector with ARM down nearly 5% and AMD down by 8% [1] - Consumer confidence in the US for November came in lower than estimated at 88.7%, against an estimate of 93.3% [1] - Mastercard's spending pulse report anticipates a 3.6% increase in holiday shopping in 2025, with deals and value being crucial for consumers [2] - Deloitte's annual holiday travel survey indicates that 54% of Americans plan to travel, but are cutting back on overall vacation spending by 18% on average [32][33] Retail Sector Performance - Kohl's shares rose by 34% after announcing a permanent CEO and releasing earnings, while Abercrombie shares increased by 22% [1] - Dick's Sporting Goods' comparable sales were up 5.7%, but the stock is under pressure due to concerns about charges from the Foot Locker acquisition [1] - Best Buy reported better same-store sales, up by 2.7%, driven by product cycles in computing and gaming [2] - The toy industry is impacted by tariffs, with consumers expected to see price increases, such as the Tonka mighty dump truck increasing from $25 pre-COVID to $35-$40 online [7][8] Consumer Behavior & Spending - Consumers are prioritizing value and seeking deals, with 70% looking to get a bigger bang for their buck in both goods and experiences [38] - There's a divergence in retail stocks, with some companies like Walmart, Dicks, Best Buy, and Kohl's beating sales and earnings estimates, while others like Target, Home Depot, and Lowe's missed [2] - Consumer spending plans for services and amusement parks are declining, indicating caution in discretionary spending [4] - Consumers are cutting back on holiday toy budgets, with 143% expecting to spend much less and more than 26% expecting to spend somewhat less [39][7] Travel Industry Insights - Delta Airlines is celebrating 100 years in business, highlighting the challenges and disruptions caused by government shutdowns and staffing shortages [5] - The TSA expects to screen nearly 18 million people between today and next Tuesday for the holiday travel season [5] - 57% of travelers are planning to drive, up 10% from last year, as a way to save money [35]