Welcome to Yahoo Finance's flagship show, The Morning Brief. I'm Julie Hyman. Let's get to the three things you need to know today.First up, US stock futures falling as tensions escalate between the US and China. China retaliating against President Trump's threats by sanctioning the US units of a South Korean shipping giant that has spurred risk off sentiment across financial markets. Investors flocking to bonds while crypto assets are plunging.Plus, investors are also watching big bank earnings results fro ...

[Music] Hello and welcome to morning brief market sunrise. I'm Ramsan Carmali live from Yahoo Finance studios in London. It's Tuesday 14th October.Coming up on the show, US China trade tensions are weighing on the markets. JP Morgan Chase kicks off earning season with a big win. and I'll explain why the stocks that help power our electronics are skyrocketing.So, grab your coffee and let's own the morning. [Music] Well, our top story today is all about the growing trade tensions between China and the US. The ...

Market Overview - US stocks rebounded significantly after President Trump softened his stance on China tariffs, with the Dow up nearly 500 points and the S&P 500 gaining 1.4% [1][11] - The NASDAQ saw a notable increase of over 2%, marking its best day since May following a poor performance the previous Friday [1][11] - Small-cap stocks outperformed, rising 2.76%, indicating a bullish sentiment across the market [1] Sector Performance - Technology stocks led the gains, particularly semiconductor companies, with Broadcom's stock rising 9% following news of a partnership with OpenAI [1][3] - Consumer discretionary and materials sectors also performed well, while healthcare and staples were the only sectors in the red [1] - The US dollar index saw a slight increase of 0.3% [1] Trade Relations and Economic Outlook - Analysts suggest that the recent US-China trade tensions may not significantly disrupt market momentum, emphasizing the importance of focusing on economic cycles rather than headlines [1][2] - The average tariff rate for the US has risen to approximately 15%, with potential increases bringing it closer to 20% if new tariffs are implemented [4] - Despite trade tensions, US GDP growth is projected at 2.1% for this year and 2.3% for next year, driven by consumer resilience and AI investments [4] AI and Technology Developments - OpenAI has partnered with Broadcom to co-develop custom AI chips, with a deal involving up to 10 gigawatts of power, which could potentially support around 20 million homes [3] - The AI sector is viewed as a booming opportunity rather than a bubble, with significant earnings growth observed in major tech companies [2][3] - Tesla's stock is also benefiting from AI developments, with analysts highlighting its potential as a disruptive force in the automotive industry [6][7] Investment Strategies - Investors are advised to focus on sectors that may benefit from rising unemployment, such as financials and homebuilders, as these areas could see improved performance in a low-rate environment [2][4] - JP Morgan announced a $10 billion investment plan targeting key industries essential for national defense and resiliency, indicating a long-term commitment to strategic sectors [5]

On Friday, the Commenting on Nifty’s trend, Rupak De, Senior Technical Analyst at LKP Securities, said the index’s Friday gain helped it break out of the recent consolidation range. He expects the positive momentum to continue as long as it sustains above key moving averages. “The setup looks favorable for a further rise in the short term. Any dip would provide a good opportunity to enter long trades. On the higher end, the Nifty may move towards 25,500–25,550, while on the lower end, support is placed at ...

Group 1: OpenAI and Sora App - OpenAI is accelerating the rollout of its Sora App, a video generation model, following its launch on social media and the iPhone platform [1] - The Sora App is now available for pre-registration on Google Play for users in the US and Canada, with plans for a phased global rollout [1] - Sora App is positioned as an AI video content social platform, combining features of TikTok and Midjourney, with a customizable video feed for users [1] Group 2: SoftBank and OpenAI Investment - SoftBank is nearing an agreement with global banks to secure a new collateralized loan of $5 billion using Arm stock to invest further in OpenAI [2] - This new loan will increase SoftBank's total collateralized loans against Arm stock to $18.5 billion [2] - SoftBank is also involved in a $500 billion "Stargate" AI data center infrastructure project alongside OpenAI and Oracle [3] Group 3: AI and Energy Solutions - Elon Musk proposed a solution to double the US electricity output by utilizing nighttime energy storage and daytime power release for AI operations [6] - The projected increase in energy demand from AI data centers in the US is estimated to be between 6-13 gigawatts annually by 2025-2026 [6] - To address a projected power shortfall of 18-27 gigawatts by the end of 2026, the US will need to add 110-205 gigawatt-hours of storage capacity over the next two years [6] Group 4: Didi Autonomous Driving - Didi Autonomous Driving announced a D round financing of 2 billion yuan to accelerate L4 autonomous driving and AI research [7] - The company aims to enhance safety, efficiency, and experience in transportation through advancements in L4 technology [8] - Didi has begun full-scene, fully driverless testing in complex scenarios in Beijing and Guangzhou, with plans for a new generation of autonomous vehicles to be delivered by the end of 2025 [8] Group 5: Samsung and New Product Launch - Samsung launched the W26 foldable smartphone, starting at 16,999 yuan, featuring a thickness of 8.9mm when folded and 4.2mm when opened [9] - The device is equipped with the Qualcomm Snapdragon 8 for Galaxy mobile platform and supports satellite communication services [10] Group 6: BYD New Vehicle Release - BYD launched the Han long-range version with prices ranging from 159,800 to 215,800 yuan, offering both hybrid and pure electric options [12] - The new model features enhanced electric range, with the hybrid version achieving 245 km and the pure electric version starting at 635 km [13] Group 7: Neuralink and Brain-Machine Interface - Neuralink demonstrated a brain-machine interface allowing a patient with ALS to control a robotic arm for various tasks, part of its FDA-approved CONVOY research project [14]

"It is impossible to believe that China would have taken such an action, but they have, and the rest is History,†Trump wrote. The trade war between the U.S. and China is heating up: On Friday, U.S. President Donald Trump lashed out at Beijing after China said it would tighten control over rare earth mineral exports, with the president saying he would impose a new 100% duty on Chinese goods—†over and above†existing tariffs. The reignited trade war has rocked markets, particularly tech stocks, with the Nasd ...

If you’ve kicked the tires at a dealership lately, you’ll know that inflation and tariffs are driving up the cost of new and used vehicles — and the size of car loans. Experian reports that the average loan for a new car in early 2025 was $41,720 at 6.73% interest — adding up to $745/month in payments for over five years. (1) Must Read Meanwhile, the average loan for a used car was $26,144 at 11.87% interest, adding up to $521/month in payments over five years. Whether you pay more or less than that, t ...

Top 10 weekly gainersOthers like Federal Bank, Fortis Healthcare, Biggest laggardsIn the BSE 500 index, 226 counters closed in the red. The biggest losers were Godrej Industries, Live EventsSensex performanceSensex's performed better than the broader index with 1.5% uptick on account of strong performances from HCL Technologies, Eternal and heavyweights like Infosys and Tata Consultancy Services (TCS). Their gains stood at 7.3%, 6%, 4.7% and 4.4% in the pecking order.The IT bellwether reported a mixed set o ...

6年GDP增量相当于再造一个深圳 大湾区内地9市高新技术企业超过7.1万家 据世界知识产权组织今年发布的全球百强创新集群排行榜，"深圳—香港—广州"创新集群首次超越日 本"东京—横滨"创新集群，成为全球第一大创新集群；以广州实验室、鹏城实验室为引领的实验室体系 不断完善，鹏城实验室牵头构建的"中国算力网"国家重大基础设施，实现京津冀、长三角、成渝等25个 核心城市算力资源智能调度；广东省建有和在建的国家重大科技基础设施达10个，初步形成以信息、生 命、材料、能源领域为主的世界一流重大科技基础设施集群。 全省研发经费投入突破5100亿元继续领跑全国，研发投入强度达到3.6%，深圳研发经费首次超过上海 居全国城市第2位，广州研发经费投入首次突破千亿。企业创新主体地位持续强化。截至2024年底，大 湾区内地9市高新技术企业超过7.1万家（江苏5.7万家），国家级制造业单项冠军企业190家，专精特 新"小巨人"企业2089家；华为、腾讯、比亚迪（002594）等科技领军企业国际竞争力持续增强。 全球每3台工业机器人1台"广东造" 全球每3台工业机器人就有1台"广东造"，大湾区专利能力位居全球四大湾区之首……调研报告指 ...

Group 1 - The article discusses a shift in how influential figures in the industry prefer to communicate, moving away from formal interviews to more casual, spontaneous conversations with peers [1][2][3] - This change is attributed to the evolving media landscape, where traditional media has become less reliable and often distorts messages, leading to a preference for direct, unedited communication [4][5][6] - The rise of video podcasts is highlighted, with Spotify reporting a more than 39% year-on-year increase in daily podcast plays, indicating a growing trend for creators to share their thoughts directly [7][8] Group 2 - The article emphasizes the concept of "context misalignment," where the intended message from business leaders can be misinterpreted by audiences, leading to potential backlash [11][13] - Examples from industry figures like Li Xiang and Yu Minhong illustrate how statements can be taken out of context, resulting in negative public perception [14][15] - The article notes that the current media environment, driven by algorithms and platform mechanisms, creates a competitive atmosphere where content creators must prioritize attention-grabbing narratives over substantive discussions [16][17][19] Group 3 - A notable trend is the emergence of individualistic expressions in media, where entrepreneurs and investors are opting for platforms like podcasts to share their narratives without the risk of being misrepresented [22][24][29] - The article contrasts traditional reporting with long-form conversations, suggesting that the latter allows for a more authentic and nuanced exchange of ideas [26][27] - This shift represents a transfer of power in storytelling, as those previously reliant on media for exposure are now taking control of their narratives [32][33][39]