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It's a "make-or-break year" for Tesla's robotaxis, AI, and Cybercab, Dan Ives explains.
Yahoo Finance· 2025-12-17 01:00
When you look at physical AI plays, there's Nvidia and Tesla's. I think the two best out there. And now it's about proving it out.I'd call it a make or break year. You need to be in 30 cities. I mean, when so when you look at Austin's and now what we're seeing in California and some other cities, you need to be in 30 cities by some with the robo taxi >> with robo taxi.So So that's one. >> Two, new safety driver. Now you're starting to see that now in Austin.We saw it firsthand. You need to see the geoence a ...
Profits, the Fed, and where sector leadership goes next
Yahoo Finance· 2025-12-16 23:12
You can catch Trader Talk on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. Investors who can stay patient may have the real edge heading into 2026. On Trader Talk, Kenny Polcari sits down with Truist (TFC) Chief Investment Officer and Chief Market Strategist Keith Lerner to break down what surprised him most in 2025 and why resilient corporate profits kept this bull market alive. Lerner outlines a “weight of the evidence” outlook for 2026, encompassing the labor market, Fed rate-cut e ...
How AI is quietly reshaping industrial stocks like C.H. Robinson
Yahoo Finance· 2025-12-16 22:59
Opening Bid Unfiltered is available on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. The market loves putting money to work on AI stocks; that much has been made clear in the past two years. The appetite to own AI plays is broadening to more under-the-radar names, including companies that are using the technology aggressively in the industrial sector. Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid Unfiltered podcast with C.H. Robinson (CHRW) CEO Dave Bozeman. ...
One bullish outlook for stocks in 2026, cybersecurity risks and AI
Yahoo Finance· 2025-12-16 22:17
[Music] Investors are sorting through a mixed picture of updates on the labor market, but our next guest still optimistic on the road ahead for the economy and markets. Bank of America senior investment strategist Lauren Sanfalippo joins me here now to discuss. Lauren, it is good to see you.Let's start in the macro. Lauren, uh, you're all calling for real GDP growth to accelerate nominal over 5%. What gives you the confidence to make that call.>> Well, I think we'll find out more on Thursday on the inflatio ...
The Ford F-150 Lightning EV pickup is cooked.
Yahoo Finance· 2025-12-16 22:09
a big Ford pivot here, right. So, they're going to make more gas powered trucks, converting some EV plants to truck plants. The Lightning EV pickup is done.It's going to be cancelled, eventually replaced with an E-Rev, which is basically an electric vehicle that uses an onboard gas engine to charge the battery. >> Well, if you are one of those people who got a Ford Lightning, like do you feel sort of stranded. >> The company's not going to go away, right.So, these vehicles will be serviced. They'll they'll ...
How Berkshire Hathaway will change after Buffett's departure, US unemployment hits 4-year high
Yahoo Finance· 2025-12-16 22:07
[music] [music] Hello and welcome to Market Domination. [music] I'm Josh Lipton live from our New York headquarters. There's just now to go into the closing bell [music] and stocks are lower.Taking a look at the popular averages here. The Dow's down about 360 [music] points. The S&P 500, your broad gauge is down about 4/10 of a percent.The Nasdaq now [music] is basically flat. Let's welcome in here Jared Blickery joining us to break down the headlines. [clears throat] Jared, what are you seeing in the marke ...
What happens to your money if you don't have a plan
Yahoo Finance· 2025-12-16 19:44
Making a plan for what happens to your assets when you're gone may seem uncomfortable, but it can spare your loved ones a huge amount of money and conflict. On this week's episode of Decoding Retirement, Robert "Bob" Powell speaks with Colleen Carcone, director of wealth planning strategies at TIAA, about the essential steps you must take before creating an estate plan. Colleen discusses important documents, beneficiary designations, and the pros and cons of probate. Yahoo Finance's Decoding Retirement is h ...
Netflix's biggest competition isn't Paramount, it's YouTube — and everyone in media knows it.
Yahoo Finance· 2025-12-16 18:30
YouTube is a big winner because the biggest competition that Netflix and everyone else in the media industry faces is from YouTube, which has about twice the viewing time spent than Netflix does in any given month. And this deal, whoever ends up with this prize, so to speak, is not in any stronger position visav YouTube, whose popularity is powered by content creators, not classic studio produced traditional content. And this whole deal begs that question.And you could argue that for a lot less money, Netfl ...
How Netflix CEO plans to run Warner Bros. and HBO.
Yahoo Finance· 2025-12-16 17:30
We invest heavily in production uh and then we intend to run those businesses exactly like they run today. So Warner Brothers movies coming out in cinema uh then released through HBO and through their out various output deals around the country around the world uh in the same way they are. ...
Tesla's future: Dan Ives talks 3 'extremely important things' for the EV giant
Yahoo Finance· 2025-12-16 17:23
Tesla shares are near a record as the company confirming robo taxi tests without a driver are underway in Austin. Tech analyst Dan Ives saying Tesla's ambitions and the autonomous business could drive it to a $3 trillion valuation by the end of 2026. But we talked to Garrett Nelson, CFRA research analyst.He's not quite as confident. >> Looking at consensus numbers for 26 and 27, we think they're too high still. and we haven't seen the worst of the drop off in their EV sales.Um, in in a couple weeks when the ...