Guys, I want to start with General Motors because it is a big move for GM. Last I checked, they were up something like 11%. >> Ally, let's start with you.>> Stock is up stock is up well over 10% at this point in pre-market trading, Julie. And this comes despite a mixed earnings picture, but a big boost to fullear guidance along with more optimistic rhetoric around the tariff picture. So, uh earnings uh came in ahead of estimates whereas revenue slightly missed.But if we take a look at the fullear guidance, ...

First up is Apple. Goldman Sachs and Wells Fargo both lifting their price targets as they expect Apple to deliver a fiscal fourth quarter earnings and revenue beat. The upgrades come after Apple closed at a new record high for the first time since December.New reports on iPhone 17 demand are helping to drive the stock. The iPhone maker now on track to reach a $4 trillion valuation. The question is when the shares are trading a little bit lower in pre-market, so we'll continue to track them throughout the se ...

Market Trends & Outlook - The industry anticipates a couple of rough quarters, preparing for potential challenges [1] - EV demand outlook in the US is uncertain, and EV sales in China are slowing down [1] - Tesla is expected to experience its first year-over-year decline in China [1] Expansion & Development - The company is focusing on expansion into other cities and in Austin, Texas [1] - Service area in Austin is expanding rapidly, but it's not yet available in two cities [2] - New versions of full self-driving software (version 14) are being rolled out in stages [2] Robo Taxis & Technology - The industry is looking for information on the speed of expansion and revenue outlook for robo taxis [3] - The industry is interested in when robo taxis will impact automotive gross margins [3] - Scale and cost are considered key factors for Tesla to dominate the robo taxi market [3]

Welcome to Yahoo Finance's flagship show of the morning brief. I'm Julie Hyman. Let's get to the three things you need to know today.First up, earnings are the key focus for investors this morning. US stock futures are a little change amid an onslaught of results that are moving individual stocks, including companies like Dow components 3M and Coca-Cola. Coke shares rising on better than expected results, but the company warning that soft drink demand does remain soft.Other movers to watch this morning, Gen ...

Market Overview - US stock futures are slightly on the back foot after Wall Street's rally, with investors looking ahead to more earnings reports, including Netflix [2] - The US-China trade deal hopes are impacting gold, with prices down almost 2% [57] - Markets show a mixed picture, with some sectors on the back foot compared to the previous day's performance driven by chip stocks [58] Rare Earth and Critical Minerals - President Trump and Australian Prime Minister Albanese signed an agreement on critical minerals, putting pressure on China [3] - Following the deal, rare earth shares jumped in Sydney [3] - Alcoa's gallium plant in Western Australia may supply up to 10% of global gallium, crucial for electronics [46][47] Corporate Earnings and Outlook - General Motors (GM) raised its full-year outlook, with adjusted earnings before interest and taxes expected to be $12 billion to $13 billion in 2025, driven by strong sales of high-margin gas-powered SUVs and trucks [12][13] - Coca-Cola's Q3 revenue was $12.52 billion versus an estimate of $12.3 billion, with earnings per share at $0.82 compared to an analyst prediction of $0.78 [14] - General Electric (GE) Aerospace raised its full-year outlook for adjusted revenue growth to high teens from mid-teens, driven by strong air travel demand [15] - Philip Morris's third-quarter results exceeded expectations, with heated tobacco shipment volumes beating estimates [16] Netflix - Netflix's stock trades at around 45 times forward earnings, up around 40% since the start of the year, with valuation concerns emerging [18] - Analysts expect Netflix revenue of $11.52 billion and earnings per share of $6.94 [20] - Morgan Stanley analyst Ben Swinburn forecasts double-digit revenue growth and 25% annual EPS gains through 2028, powered by pricing strength, content spend, and ad economics [21] Amazon Web Services (AWS) - Amazon's cloud business, AWS, experienced significant errors and connectivity issues, causing widespread outages [6] - An analyst believes the AWS outage doesn't change the longer-term outlook for Amazon, emphasizing the platform's ability to recover and drive innovation in areas like generative AI [7] - Amazon's cloud business has revenue well over $100 billion [9] Infrastructure Investment - Goldman Sachs Alternatives predicts private investment in infrastructure could grow to $2 trillion by 2030 [28] - Infrastructure is evolving to include digital infrastructure and data centers, alongside traditional areas like transport and energy [29][30] - Waste-to-energy and the circular economy present exciting opportunities in the value-add infrastructure space [36][37] Trending Tickers - Beyond Meat's stock surged around 127% to $1.47 per share, driven by retail investors on Reddit, despite being down more than 99% from 5 years ago [42][43] - GSI Technology's stock soared 155% to $12.97 after a study showed its chips could match Nvidia's GPU technology while consuming 98% less energy and completing jobs 80% faster [44][45] Tesla - Tesla sold almost 500,000 cars in Q3, but a lot of that was pulled forward because of the tax credit expiring at the end of September [48] - Concerns exist regarding EV demand in the US and slowing sales in China [49] - Tesla's robo taxi service operates in Austin with a safety driver, and expansion into other cities is being monitored [50][51] Bitcoin - Bitcoin is trading below $28,500, experiencing big swings since October 10th [53] - Leverage in offshore futures trading markets contributes to volatility in Bitcoin [55]

Medicare Coverage & Costs - Medicare Advantage plans may have hidden costs and coverage gaps, potentially costing retirees thousands [1] - Switching Medicare plans can be risky [1] - Retirees need to be well-informed before open enrollment [1] Expert Insights - Bob Powell and Medicare experts reveal the truth about Medicare not found in brochures [1] Yahoo Finance Resources - Yahoo Finance offers free stock ticker data, news, portfolio management resources, and market data [1] - Yahoo Finance provides tools to manage financial life [1] - Yahoo Finance can be found on X, Instagram, TikTok, Facebook, and LinkedIn [1]

Listen and subscribe to Stocks In Translation on Apple Podcasts, Spotify, or wherever you find your favorite podcast. In this episode of Stocks in Translation, MarketGauge chief strategist Michele Schneider joins host Jared Blikre and Senior Reporter Allie Canal to discuss all the recent market action as the shutdown drags on and earnings season picks up. Schneider offers her thoughts on gold’s (GC=F) record run, and the use of futures markets by everyday investors through ETFs. Twice a week, Stocks In Tran ...

Trade Negotiations & Demands - The US aims for China to purchase soybeans and cease fentanyl production [1] - The US also wants China to stop playing the rare earth game [1] - The US insists on China buying soybeans, especially after previous boycotts impacting US farmers [2] - The US is seeking a reciprocal trade relationship with China, moving away from a one-way dynamic [3] Tariffs & Trade Deal - China is currently paying a substantial tariff, approximately 157% [2] - The US is open to lowering tariffs if China meets certain demands [3] - A trade deal is contingent on China addressing US concerns, including soybean purchases [2]

Market Volatility & Leverage - The crypto market experienced volatility, particularly in altcoins, highlighting concerns about leverage [1][2] - Offshore futures trading, though representing less than 2% of Bitcoin's total value, accounts for 70% or more of trading volume, contributing to market volatility [3] - Excessive leverage, such as 100x on platforms, can lead to significant liquidations, as seen in the $19 billion liquidation event, harming investors and increasing market volatility [9][10] Bitcoin vs Altcoins - Bitcoin is increasingly viewed as a distinct asset class, a "digital gold," separate from other cryptocurrencies that are more akin to technology bets on blockchain innovation [4] - The vast majority of crypto assets, by number, are considered worthless, requiring investors to be cautious, especially when using leverage [5][17] Regulatory Landscape - The GENIUS Act, providing regulatory clarity for stablecoins, is a significant milestone, with potential for broader adoption in cross-border payments and financial market transactions [19] - The CLARITY Act, addressing crypto market structure, is still under legislative consideration, while regulatory agencies are working to establish frameworks for the crypto space [19][20] Digital Asset Treasuries - Interest in the digital asset treasury construct has waned, with multiples to NAV retreating, potentially impacting business models reliant on trading at a premium [14][15]

A good Monday morning from Yahoo Finance's New York City headquarters studios. I'm Yahoo Finance executive editor Brian Sazi. You're watching 3M ringing the opening bell at the New York Stock Exchange. Big fan of their tape over there at 3M. I think that's Scotch tape biotech company YD Bio Limited getting trading underway at the NASDAQ. They do not make Scotch tape at YD. All right. After a stretch of surprise with volatility in markets last week as trade tensions return to the forefront, sense of calm has ...