Tesla. Uh hello and welcome to Asking for a Trend. I'm Josh Lipton.For the next half hour, we are breaking down the trends of today that'll move stocks tomorrow. There's a lot to keep track of. So, we're focusing on what you need to know to get ahead of the curve. Here's some of the trends we're going to be diving into.We are still awaiting that Tesla shareholder vote. We get you the updates as soon as they come. Plus, the state of the advertising market.We've got sea suite insight into how companies are sp ...

BMD trading lower along with most of the semicmplex. And more broadly here, it has been a pattern that we've seen throughout this earnings season. Tech companies beating estimates, even raising their forecast, and the stock falls.We're seeing it again this morning with Qualcomm. So, let's dig into what that reflects about the AI trade and where investors should be positioned right now. Joining me, Ivana Dilvka, Spear Invest founder and CIO, and Sylvia Jablonsky, Defiance ETF's CEO and CIO.Ivana, I want to s ...

Market Outlook - Seaport Research Partners 上调了标普 500 指数的目标，预计市场将恢复上涨趋势 [1] - 预计未来 14 个月内，盈利将成为推动市场上涨的关键因素，市场预期盈利将实现两位数增长，约为 13% 或 14% [4] - 即使盈利数据低于预期，仍然可以实现健康的投资回报 [5] Earnings Analysis - 科技公司同比增长约 27% 或 28%，金融公司增长约 23% 或 24%，金融增长主要受并购活动推动，这两个行业约占标普 500 指数的一半 [5][6] - 传统周期性行业，如工业、可选消费、能源和必需消费品，增长率约为 2% 至 4% [6] - 公司本季度盈利超出预期 9%，营收超出预期 2%，盈利超出预期是一个非常强劲的数字 [7][8] Valuation and Speculation - 投资者常犯的错误是，当市场上涨时，自然认为估值更高，但科技公司股价上涨主要来自盈利增长，估值增长相对较小 [10][11] - 市场整体估值看起来偏高，是因为科技和高市盈率股票在市场中的占比越来越高，而不是因为个别公司的市盈率升高 [11] - 大型科技公司的市盈率倍数低于两年前 [12][13] Risks and Concerns - 关税问题对经济的影响很小，但可能需要几个季度才能显现出来 [17] - 如果失业率开始上升，公司可能会改变支出行为 [18] - 就业形势不容乐观，政府重新开始报告数据后，可能出现负增长，导致企业削减开支 [18][19]

Tariffs and Trade - The administration believes the president has the authority to decide what constitutes a foreign policy emergency and implement tariffs [2][3] - Tariffs are considered a key tool to address trade deficits and enhance national security, interwoven with economic security [7] - Nearly $200 billion in tariff revenue has been collected as of September 30th [10] - Reversing or watering down the tariff policy could damage financial markets and confidence [12] - Contingency plans exist to implement tariffs through other avenues if the court rules against the administration [16] Economic Impact and Policy - The administration views tariffs as a centerpiece of the economic agenda, crucial for re-industrialization and attracting foreign capital [8] - A negative court ruling on tariffs could cause unnecessary economic pain and hardship [8] - The government shutdown could lead to a loss of up to $15 billion a week, potentially reducing GDP by half a percentage point [20][21] - The Treasury increased bill issuance to rebuild its balance, with bill issuance around 20% of total issuance, aligning with the historical average [24] - The administration believes interest rates are too high and hopes the Federal Reserve will lower rates, which would help the housing sector [24][25]

Leadership & Management - The Big Idea with Elizabeth Gore features Mike McKee, discussing top leadership qualities in CEOs [1] - McKee shares his experience in the U S military and how it shaped his leadership in business [1] - McKee provides expert insight on essential skills for business owners to be strong CEOs [1] Media & Content - Yahoo Finance's The Big Idea with Elizabeth Gore explores the world of small business with American entrepreneurs [1] - 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 devices [1] - Yahoo Finance maintains a presence on various social media platforms including X, Instagram, TikTok, Facebook, and LinkedIn [1]

Let's talk about what I was just mentioning on on Robin Hood. Really the epitome of all the bullishness we have seen in markets. I how much longer can this continue.Hard question, but maybe not so hard. >> Well, I I don't think it's a hard question. There's this there's this desire to say the market's up big.There must be a lot of speculation and therefore, you know, things look expensive. But in reality, the markets are up because earnings are up. If you look at, you know, the, you know, the the suite of t ...

We've identified 40 uh hightra environment markets. We have decided that a 10% reduction in scheduled capacity would be appropriate to again continue to take the pressure off of our controllers. And as we continue to see staffing triggers, there will be additional measures that will be taken in those specific markets. ...

[Music] [Music] Good Thursday morning from Yahoo Finance's New York City headquarter studios. I'm Yahoo Finance executive editor Brian Sazy. I've been lurking on our Yahoo Finance live blogs which you uh you can find at the top of our homepage all morning just digesting a ton a ton of headlines.Snapshares are ripping higher as an at $400 million deal with Perplexity. Pexity's search capabilities will appear in the chat interface starting in early 2026. Nothing disappearing there.Big day for Tesla and CO Elo ...

Welcome to Yahoo Finance's flagship show, Morning Brief. I'm Julie Hyman. Let's get to the three things you need to know today.First up, US stock futures little changed as investors weigh high stock valuations with corporate earnings. Qualcomm becoming the latest tech heavyweight whose stock is getting punished even after strong results. The chipmaker reported better than expected results for the fiscal fourth quarter and offered an upbeat forecast.Remember, the stock had rallied into the report after Qualc ...

Operational Disruptions - Significant flight disruptions occurred at US airports due to staffing shortages [1] - Over 5,000 flights to and from US airports were delayed on a single Sunday [1] - Air traffic control facilities reported a fourfold increase in staffing shortages compared to the previous year [1] - TSA checkpoint wait times at Houston's George Bush Intercontinental Airport exceeded three hours, with some passengers waiting up to five hours [2] - Security wait times at William P Hobby Airport in Texas routinely exceeded one hour [2] Workforce Impact - More than 13,000 air traffic controllers are working without pay [2] - Air traffic controllers are missing their second paycheck [2]