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Morning Brief

Morning Brief

Auteur(s): Yahoo Finance
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 Welcome to Yahoo Finance's flagship show, the Morning Brief. It's your ultimate guide to making smarter decisions for your portfolio. Our hosts track early session volume while bringing you today's top market themes and elevating Yahoo Finance’s most popular newsletter.Yahoo Finance LLC Finances personnelles Politique Économie
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  • Markets pause at records, Trump–Xi call, FedEx tops

    Markets pause at records, Trump–Xi call, FedEx tops
    Sep 19 2025
    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
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    23 min
  • Nvidia invests $5B in Intel, Fed fallout, UK tech push

    Nvidia invests $5B in Intel, Fed fallout, UK tech push
    Sep 18 2025
    Intel (INTC) shares surge after Nvidia (NVDA) unveils a $5B investment and chip collaboration, making it one of Intel’s largest shareholders. The move gives Nvidia optionality in PCs and data centers while boosting Intel’s turnaround hopes. Markets also digest the Fed’s quarter-point cut and dot plot signaling two more cuts this year, with Chair Powell calling it a “risk management” move as labor market concerns grow. In London, President Trump and UK Prime Minister Keir Starmer announce a $42B tech prosperity deal, with Microsoft (MSFT), Google (GOOG), and Nvidia pledging major AI infrastructure investments. Meanwhile, Novo Nordisk (NVO) jumps after a study showed Ozempic outperformed Eli Lilly’s (LLY) Trulicity in reducing cardiovascular risk. Alphabet (GOOGL) rises after China drops an antitrust probe into Android, and GE Healthcare (GEHC) explores a multibillion-dollar stake sale of its China unit. Takeaways: Nvidia invests $5B in Intel; chipmakers deepen AI collaboration Fed cuts 25 bps, signals two more in 2025 amid labor market worries Trump and Starmer announce $42B UK tech deal with Microsoft, Google, Nvidia Novo Nordisk rallies on Ozempic data; Alphabet and GE Healthcare gain on China news 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
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    26 min
  • Fed decision day, China bans Nvidia chips, Trump in UK

    Fed decision day, China bans Nvidia chips, Trump in UK
    Sep 17 2025
    US stocks hold steady ahead of the Fed’s 2 p.m. ET decision, with a 25 bp rate cut widely expected — the first since 2024. Markets are also bracing for Chair Jerome Powell’s press conference and the updated dot plot as traders price in up to six cuts over the next year. The Financial Times reports China has ordered companies including Alibaba (BABA) and TikTok parent ByteDance to cancel orders for Nvidia (NVDA) AI chips, escalating tensions just as President Trump prepares for a call with Xi Jinping on TikTok’s US operations. Oracle (ORCL) is expected to remain a key cloud partner under the proposed $35–$40B deal. Meanwhile, gold prices climb as deficits and de-dollarization fuel demand. In trending tickers, Workday (WDAY) rises on analyst upgrades and an Elliott stake, FedEx (FDX) dips on a downgrade ahead of earnings, and Unilever (UL) faces the exit of Ben & Jerry’s co-founder Jerry Greenfield as it prepares to spin off the ice cream unit. Takeaways: Fed expected to cut 25 bps today; Powell’s guidance and dot plot in focus China bans Nvidia chip sales; TikTok deal talks move forward with Oracle, A16Z, Silver Lake Gold rallies as deficits widen, central banks boost reserves Workday pops on Elliott stake, FedEx slips, Unilever faces Ben & Jerry’s exit 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
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    25 min
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