AI in Healthcare - Microsoft AI is exploring the use of AI in medical diagnosis [1] - Microsoft's diagnostic orchestrator, utilizing OpenAI technology, achieved an 85% accuracy rate in diagnosing cases from the New England Journal of Medicine, surpassing experienced physicians [2] - Microsoft AI receives 50 million health-related queries daily through Copilot and Bing, aiming to provide high-quality, accurate, and affordable health advice [4] - AI models synthesize vast medical information, ask questions, recommend tests, and iteratively improve diagnostic accuracy in partnership with physicians [6][7] - The AI system uses an orchestrator to select the most accurate AI model from multiple developers at any given time [9] - The AI provides transparency by showing the reasoning behind its conclusions, the data it used, and the tests it factored in [11] AI Development and Talent - Microsoft views China as a credible AI development team, acknowledging their talented researchers and access to computation and data [26][27] - The widespread availability of AI technology in open source is leading to a rapid proliferation of knowledge and know-how [24] Microsoft and OpenAI Relationship - Microsoft has invested approximately $14 billion in OpenAI [17] - Microsoft views its relationship with OpenAI as a strong technology partnership that will continue for at least another 5 years [18]

Market Trends & Investment Opportunities - Meta hit a record high, while Nvidia's surge nears a $4 trillion market cap, sparking debate on whether to own both [1][6][37] - Nvidia is approaching a $4 trillion market cap, which would value it 36% higher than the entire British stock market (Footsie 100) and 18% below Japan's Nikkei 225 [6][7] - Wedbush Securities predicts Nvidia will reach a $5 trillion market cap, driven by AI growth in enterprise, consumer, autonomous systems, and robotics [13][14] - Some analysts predict Nvidia could reach a $6 trillion market cap, contingent on exploding AI use cases, consumer adoption, and advancements in autonomous robotics [25][69] - The AI trade is broadening out into cloud computing, energy, and other chip names, with many tech stocks rebounding from an April low [36][37] Company Performance & Competitive Landscape - Nvidia's market cap is approximately $3.77 trillion after a 4% stock increase to $15431, driven by strong earnings and sales [46][47] - Loop Capital maintains a buy rating on Nvidia with a street-high target of $250, citing its monopoly in critical tech and pricing power [48] - Nvidia's technical targets are around $165 and then $180, with potential consolidation in the fall [50] - Dan Ives estimates the street is underestimating Nvidia's long-term growth by 15% to 20%, especially with potential trade deals unlocking the China market [64] - Palantir is viewed as a potential trillion-dollar market cap company in the next two to three years, driven by enterprise and sovereign AI adoption [71][72] AI & Technological Developments - Meta is investing in a new super intelligence unit led by Alexander Wang, emphasizing AI as a necessity for the company's future [2][3][4][5] - Nvidia is focusing on inferencing, physical AI (robots, self-driving cars), and sovereign AI, with continued investment from hyperscalers in data centers [17][18][19][20][21][22][23] - Salesforce reports 30% to 50% of their workload is now done by AI, leading to position cuts and more discreet hiring [31] - Hewlett Packard Enterprise (HPE) is expanding its AI factories with Nvidia, targeting sovereign AI, service providers, model builders, and enterprises [76]

as this AI trade is playing out and the the poaching that's taking place that we've been talking about and the building out of some of these apps, these learning models, what is the significance that it's a meta that's driving some of this versus an Apple that has really been the player that is the kind of the the core keystone to some of the moves higher that we had seen in previous market cycles. Well, you know, there's a lot to break down in there. I mean, you know, first of all, there's this huge spend ...

Every year, the Social Security Administration issues nearly $1.5% trillion in benefits to 73 million recipients across the nation. And for 2 million of them, those payments could be cut in half as soon as this month. For more, Yahoo Finance senior columnist Carrie Hannon joins me now.So, Carrie, why is the government cutting these benefits. Yeah, Brad, this is uh something that's been in the works for a while, and it's actually been going on. It's the amount that um Social Security overpaid people uh in th ...

Retirement Savings Trends - US adults are saving nearly 8% of their paycheck in employer-provided retirement plans [1] - When combined with employer matches, total retirement savings reach approximately 12%, a record high [1] - Financial analysts recommend saving 12% to 15% of salary for retirement [2] - Auto-enrollment and auto-escalation in 401k plans are driving increased savings rates [2][3] - Employers are automatically enrolling employees into 401k plans with deferrals of 4% to 6% of their salary [2] - Auto-escalation features increase contribution limits by 1% to 2% annually [3] Roth 401k Adoption - More retirement plans are offering Roth 401k options [4] - Contributions to Roth 401k are taxed upfront, but the investment growth and withdrawals in retirement are tax-free [5] Hardship Withdrawals - Hardship withdrawals from retirement plans have increased [6] - Withdrawals are concerning because they are taxed and subject to a 10% penalty if the individual is under 59 and a half years old [8] - Common reasons for hardship withdrawals include housing foreclosure, medical expenses, and making ends meet [8]

Market Domination host Julie Hyman takes a closer look at the trending stories investors are following on Thursday, July 3. As the first half of 2025 comes to a close, Wedbush Securities managing director and global head of technology research Dan Ives shares his top five tech sector picks for the next six months. Catalyst Funds co-founder, chief investment officer, and senior portfolio manager David Miller makes the case for Robinhood and against Mara Holdings on Good Buy or Goodbye. Thursday marks the end ...

Labor Market Overview - The labor market shows strength with state and local governments leading job growth [1][2] - Private sector job growth is expected to increase [2] - Uncertainty around tariffs and immigration policies may be holding back stronger job growth [3] - The administration is focused on workforce development through initiatives like apprenticeships, with one million active apprentices [4] Employer Sentiment - Employers express excitement about the current economic environment, particularly regarding workforce development [5][6] - Businesses are seeking investment and innovation in workforce development, including skills training and upskilling [6][7] Tax Bill Impact - Passing the tax bill is seen as crucial for alleviating uncertainty and encouraging business investment [8][13] - The tax bill aims to eliminate taxes on overtime, tips, and social security, allowing workers to keep more of their earnings [9][10] - Failure to pass the tax bill could result in a tax hike for American workers [11] - The tax bill could lead to increased investment in workforce training and upskilling through block grants to states [13][14] Immigration and Labor Supply - The administration emphasizes securing the border and employing American-born workers [17] - The Department of Labor is creating an Office of Immigration Policy to streamline the process for employers to hire temporary migrant workers, particularly in agriculture (H2A and H2B visas) [18][19] - The goal is to modernize and improve the efficiency and affordability of existing legal immigration programs to meet workforce needs [19][20]

On today’s Market Catalysts, host Julie Hyman covers key trending stories on Thursday, July 3. Yahoo Finance Washington Correspondent Ben Werschkul joins the show to discuss the latest on President Trump's tax bill, which is awaiting its final vote in the House as House Minority Leader Hakeem Jeffries delays the vote with his speech. Former Congressman Kevin Brady, architect of the 2017 Tax Cuts and Jobs Act, shares his insights on the bill's impact on Medicaid and US economic growth. Wells Fargo Investment ...

Tesla deliveries in the second quarter falling short of estimates. 384,122 electric vehicles were delivered in the quarter, making for a 13% drop from the prior year. The electric vehicle maker faces uncertainty amid growing backlash against Elon Musk's role in the White House.Elon Musk slamming that big, beautiful tax bill. That tax bill is going to phase out those EV government credits by September 30th. that takes away a bit of the incentive that makes some of these EVs affordable.There's no denying that ...

Hello and welcome to the latest edition of Market Sunrise. We've got another packed show for you this morning. The question of the day is, will President Trump's big beautiful bill get passed before the July 4th holiday.Well, also coming up in today's show, we'll take a look ahead to the US unemployment report and how the tears of a finance minister moved the markets. Stick around too to hear more from our exclusive interview with the secretary general of the OECD. I asked him whether AI would take away our ...