Yahoo Finance

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Kanaal • 18 programma’s

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Bijgewerkt 17-12-2024
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3 jun

Forget the Mag 7: Focus on AI infrastructure

Life beyond the Magnificent 7. Trader Talk host Kenny Polcari, Pacer ETFs President Sean O'Hara, and Catalyst Funds CIO David Miller discuss why capital is moving outside traditional mega-caps and into tech infrastructure. Breaking down the next leg of the AI boom, the panel reveals why investors must focus on data center power, liquid-cooling systems, and critical memory chipmakers

3 jun

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26 min.
13 apr

Your next investment: million-dollar Pokémon cards & rare whisky?

Solari Capital Founder and Managing Partner AJ Scaramucci sits with Yahoo Finance Executive Editor Brian Sozzi to explore how collectibles, from Pokémon cards to dinosaur fossils, are emerging as a powerful new asset class at the intersection of passion and long-term investing. AJ made headlines recently after buying Logan Paul's rare Pokémon card for $16.5 million. Then, Sozzi sits down with Suntory Global Spirits CEO & President, Greg Hughes, to chat about the state of the alcohol industry, his biggest leadership lessons, and rare whisky. Learn more about your ad choices. Visit megaphone.fm/adchoices

13 apr

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51 min.
18 feb

US lags global surge, valuation gap widens, Japan energy deal advances

Stocks are rebounding after another AI-driven sell-off, with housing starts and durable goods topping estimates despite December declines. Still, US equities are off to their worst relative start since 1995, as investors await the GDP report and reassess positioning. The S&P 500’s premium has widened to roughly 40% over global peers, prompting debate over allocations. International markets are up about 8% year to date, while the US is flat, driven mainly by multiple expansion rather than earnings. Japan will deploy $36B into US energy and critical minerals, part of a broader $550B framework, backing a major Ohio gas project tied to data center demand. Trending: Moderna jumps on FDA reversal of flu review; New York Times gains after Berkshire stake; Palo Alto Networks falls on lowered profit outlook. Takeaways: US underperforms global markets on valuation gap International gains driven by multiples, not earnings Japan invests $36B into US energy build-out AI volatility pressures software and cybersecurity Yahoo Finance's flagship show, Morning Brief, is your go-to source for smarter investing and market moves. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

18 feb

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25 min.
01-10-2025

Government shutdown begins, gold surges, Nike and Buffett deals

The US government has officially shut down after lawmakers failed to reach a funding deal, furloughing 750,000 workers and risking delays to jobs and inflation data critical for the Fed’s next moves. Markets opened Q4 lower, with futures and the dollar slipping while gold rallies toward $3,900 an ounce. ADP private payrolls fell 32,000, deepening concerns about a weakening labor market as investors now price in an October Fed rate cut with near certainty. Nike (NKE) rose after beating Q1 estimates but warned tariffs could cost $1.5B this year. Occidental Petroleum (OXY) gained after reports that Warren Buffett’s Berkshire Hathaway (BRK-B) is in talks to buy its petrochemical unit for $10B. Lithium Americas (LAC) jumped after the Department of Energy confirmed plans to take a 5% equity stake in the company and its Nevada mining project to boost domestic supply chains. Takeaways: US government shutdown begins, delaying jobs and inflation data Gold nears $3,900 on safe-haven demand; Fed cut bets rise Nike beats earnings but warns $1.5B tariff hit this year Buffett’s Berkshire eyes $10B Occidental deal; DOE takes stake in Lithium Americas Yahoo Finance's flagship show, Morning Brief, is your go-to source for smarter investing and market moves. Thoughts? Questions? Fan mail? Please email us at yfpodcasts@yahooinc.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

01-10-2025

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23 min.
21 mei

How Wyclef Jean & will.i.am evolved from musicians to AI pioneers

Yahoo Finance Executive Editor Brian Sozzi speaks to music legends Wyclef Jean and will.i.am as they share behind-the-scenes stories of their biggest hits and explain how artificial intelligence and global culture will shape the future of the industry. Learn more about your ad choices. Visit megaphone.fm/adchoices

21 mei

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45 min.
01-12-2025

Stocks fall to start December, Bitcoin sinks, Fed decision looms

US stock futures are sliding as markets kick off December in risk-off mode. The S&P 500 (^GSPC) enters the month after barely securing a seventh straight monthly gain, while crypto leads the selloff. Bitcoin (BTC-USD) fell below $86,000, dragging Ether and Solana lower as thin liquidity and ETF outflows fueled renewed volatility. Strategists note Bitcoin’s December pattern tends to be flat-to-consolidating, with near-term ranges now pegged between $70,000 and $100,000 amid ongoing selling pressure . Markets are also watching the Federal Reserve. Traders are pricing in a 25 bp rate cut at the December 10 meeting, while Washington prepares for a major announcement: President Trump says he has selected the next Fed Chair and will reveal the choice “soon.” Kevin Hassett — the president’s top economic adviser — is widely viewed as the frontrunner, sparking debate over how dovish leadership could reshape rate expectations and the US dollar . Investors will finally receive delayed economic data this week, including the Fed’s preferred PCE inflation report, postponed during the shutdown. Bond yields are rising, with the 10-year climbing to 4.06% and the 30-year to 4.72%, even as the dollar weakens — a rare divergence tied to Japanese rate-hike speculation and shifts in global capital flows . Holiday shopping is also in focus this Cyber Monday. Adobe expects $14.2 billion in online spending today, with peak buying between 8–10 PM where consumers could spend $16 million per minute. Early Black Friday data shows shoppers remain highly deal-driven, with steady demand for electronics, furniture, and apparel. This week brings earnings from Macy’s (M), Dollar General (DG), and Dollar Tree (DLTR) — key reads on how both high-income and low-income consumers handled the shutdown period . In trending tickers, Synopsys (SNPS) jumps after Nvidia (NVDA) announced a $2 billion investment in the chip-software leader; MicroStrategy (MSTR) unveiled a $1.4 billion dollar reserve to avoid selling Bitcoin during downturns; and Accenture (ACN) launched a broad partnership with OpenAI to accelerate enterprise adoption of generative AI systems . Takeaways: Stocks fall as December starts in risk-off mode; Bitcoin slides below $86K Traders price in a 25 bp December cut as Trump prepares to announce the next Fed Chair Delayed PCE inflation data arrives this week; yields rise even as the dollar weakens Cyber Monday set for $14.2B in sales; shoppers chase deals and big-ticket items Synopsys surges on Nvidia’s $2B bet; MicroStrategy builds dollar reserve; Accenture expands OpenAI partnership Yahoo Finance's flagship show, Morning Brief, is your go-to source for smarter investing and market moves. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

01-12-2025

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23 min.
26 jan

Why Bill Gurley says AI investing is becoming crowded

One of the most prolific venture capitalists of the past 20 years is looking to share some wisdom to the next generation of investors and job seekers. Benchmark general partner Bill Gurley is seen as a heavyweight in Silicon Valley. His claim to fame is an $11 million bet on Uber (UBER) in 2011. But other key investments have included Twitter and Nextdoor (NXDR). Indeed, Gurley has seen it all over the course of his career, everything from the dot.com bubble burst to the current emergence of the AI revolution. He even worked on the Amazon (AMZN) IPO! In his new book dubbed Runnin' Down a Dream: How to Thrive in a Career You Actually Love, Gurley shares several principles to finding success in one’s career. Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid Unfiltered podcast with Gurley to discuss observations he makes in his book and the outlook for tech in a new defining era. Pre-order "Runnin' Down a Dream: How to Thrive in a Career You Actually Love" now at:AmazonBarnes and Noble Yahoo Finance's Opening Bid Unfiltered brings you a high-octane take on the freshest analyst calls, wildest stock moves, and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor, before the stock market opens. Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/. Thoughts? Questions? Fan mail? Please email us at yfpodcasts@yahooinc.com. Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms. Learn more about your ad choices. Visit megaphone.fm/adchoices

26 jan

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27 min.
26-09-2025

Trump tariffs expand, PCE steady, Boeing lifted

US stocks edge higher after three straight down sessions as investors digest fresh tariffs, inflation data, and Fed commentary. President Trump announced sweeping new tariffs set to begin October 1: a 50% duty on heavy trucks and kitchen cabinets, and a 30% tariff on upholstered furniture. Pharmaceutical companies were spared if they build plants in the US, with Eli Lilly (LLY), Johnson & Johnson (JNJ), and Merck (MRK) all gaining on the news. Core PCE, the Fed’s preferred inflation gauge, rose 2.9% year over year in August, in line with estimates, keeping expectations for two more rate cuts this year intact. Investors also weigh the Fed’s divided stance, with officials split on how quickly to ease policy amid a fragile labor market. In trending tickers, Costco (COST) slips after earnings narrowly missed comps, Oklo (OKLO) falls on insider stock sales and Goldman’s neutral initiation, and Boeing (BA) climbs after the FAA signaled it will ease restrictions on 737 Max inspections and deliveries. Takeaways: Trump announces 50% tariffs on trucks, 30% on furniture; pharma spared with US plants Core PCE holds at 2.9%, keeping Fed rate cut path alive Costco misses comps, Oklo slides on insider sales, Boeing rises on FAA update Fed split on pace of easing; labor market fragility in focus Yahoo Finance's flagship show, Morning Brief, is your go-to source for smarter investing and market moves. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

26-09-2025

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23 min.
19 feb

How hyperscalers like Oracle and Meta are driving the AI arms race

The AI boom is here, but a few hyperscalers are running the show. In this episode of Stocks in Translation, BNP Paribas Equity Research Equity Analyst David O’Connor joins host Jared Blikre and Yahoo Finance Senior Reporter Brooke DiPalma to discuss the AI trade and the outsized influence of hyperscalers. They break down how a handful of giant buyers, including Amazon (AMZN), Microsoft (MSFT), Alphabet (GOOGL) (GOOG), Meta (META), and Oracle (ORCL), are driving AI infrastructure spending, shaping the semiconductor market, and setting the pace for the next wave of AI growth and innovation. Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. You can find more episodes here. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.comYahoo Finance's Stocks in Translation is hosted by Jared Blikre and produced by Lauren Pokedoff. Learn more about your ad choices. Visit megaphone.fm/adchoices

19 feb

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26 min.
19-09-2025

Markets pause at records, Trump–Xi call, FedEx tops

US stocks hover near all-time highs after the Fed’s first rate cut of 2025, with the Russell 2000 (^RUT) closing at a record for the first time since 2021. President Trump and China’s Xi Jinping are holding a high-stakes call on TikTok’s US future, tariffs, and broader trade. Oracle (ORCL) is expected to lead a consortium to run TikTok’s US arm, while Beijing escalates pressure on Nvidia (NVDA) with an antitrust probe and a ban on chip purchases. FedEx (FDX) beats on earnings and reinstates guidance but warns of a $1B tariff hit this year. Netskope (NETS) gains after a strong IPO, and Klaviyo (KVYO) rises on an analyst upgrade. Small caps surge as investors bet on more rate cuts and an earnings rebound. Takeaways: US stocks hold at record highs; Russell 2000 joins the rally Trump and Xi speak on TikTok, tariffs, and trade framework FedEx beats earnings but warns of $1B tariff impact Netskope IPO pops, Klaviyo upgraded; small caps gain on Fed easing bets Yahoo Finance's flagship show, Morning Brief, is your go-to source for smarter investing and market moves. Thoughts? Questions? Fan mail? Please email us at yfpodcasts@yahooinc.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

19-09-2025

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25 min.

Yahoo Finance podcasts offer expert insights, news analysis, and practical tools to empower your financial decisions. Whether you're an investor, trader, or simply curious about financial markets, join us regularly for guidance around the world of finance from the team behind the world’s #1 finance destination.