Morning Brief

Morning Brief

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.

Episodes

Google wins the antitrust case, bond yield spikes, and retail splits

September 3, 2025 • 21 mins
Google parent Alphabet (GOOG) rallies after a judge ruled it will not have to divest Chrome in the DOJ’s antitrust case, though the company must end exclusive search deals. The decision also lifted Apple (AAPL), which benefits from its search partnership while gaining room to work with AI rivals. US bond yields climb, with the 30-year brushing 5% amid inflation, deficit, and geopolitical concerns. Macy’s (M) jumps on its strongest ...
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Stocks slip in September, Kraft Heinz split, Pepsi in play

September 2, 2025 • 22 mins
US stocks open the month lower after August gains, with September historically the weakest month for equities. Gold prices hit a record as investors seek safety amid tariff uncertainty, after a federal appeals court struck down most of President Trump’s trade levies — a case now likely headed to the Supreme Court. Kraft Heinz (KHC) announces plans to split into two companies: Global Taste Elevation Co., housing brands like Heinz ke...
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Inflation steady, Fed cut odds, AI chips slide

August 29, 2025 • 21 mins
US stock futures dip after the Fed’s preferred inflation gauge, core PCE, rose 2.9% year over year — in line with estimates but still above the central bank’s 2% target. Fed Governor Christopher Waller backed a September rate cut and signaled more easing ahead. Fed Governor Lisa Cook faces a court hearing today as she fights President Trump’s attempt to oust her over mortgage fraud allegations. Marvell Technology (⁠MRVL⁠) sinks on ...
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Nvidia wavers, GDP surprise, Mexico-China tariffs

August 28, 2025 • 22 mins
Nvidia (NVDA) stock edged lower after reporting record Q2 earnings but softer-than-expected data center revenue, signaling growth may moderate after a massive AI-driven boom. CEO Jensen Huang told Yahoo Finance that demand remains strong even without China sales, but investors are parsing export risks and new product outlooks. US stocks hold steady after GDP was revised up to 3.3%, with PCE inflation data due Friday and jobs data n...
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Markets cool after Fed rally, Nvidia earnings, $18B Keurig deal

August 25, 2025 • 25 mins
US stocks pull back after last week’s Fed-fueled rally, with investors betting on rate cuts but watching key data ahead of the September FOMC meeting. Nvidia (NVDA) reported earnings on Wednesday, a critical test for the AI trade. Analysts eye data center growth, sovereign AI, and China sales—crypto surges as ethereum hits record highs, boosting Coinbase (COIN) and Circle. Meanwhile, Keurig Dr Pepper (KDP) strikes an $18B deal to a...
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Powell watch, Walmart miss, Palantir tanks ahead of Nvidia

August 21, 2025 • 25 mins
US stocks slide as the Federal Reserve kicks off its Jackson Hole Symposium, with investors awaiting Chair Jerome Powell’s speech on interest rates. Walmart (WMT) posts its first earnings miss in three years, citing one-time costs, but raises full-year guidance. Tech stocks retreat in a sharp rotation: Palantir (PLTR) tumbles more than 15% from last week’s highs as retail traders buy the dip, while Nvidia (NVDA) gains fresh price t...
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Tech stocks stumble, Target shake-up, Intel stake talks

August 20, 2025 • 23 mins
US markets were steady after Tuesday’s tech sell-off that saw Palantir (PLTR) drop 10%, Nvidia (NVDA) and AMD (AMD) tumble, and Broadcom (AVGO) slip. Investors brace for Nvidia earnings next week, with questions over China exposure. Target (TGT) names COO Michael Fiddelke as new CEO, replacing Brian Cornell, sending stock down more than 10% as Wall Street had hoped for an outsider. Lowe’s (LOW) rises after reporting earnings and an...
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Stocks stall near highs, Home Depot beats trend, SoftBank backs Intel

August 19, 2025 • 24 mins
US markets pause near record levels as investors await Fed Chair Powell’s Jackson Hole speech, with traders betting on a September rate cut. Home Depot (HD) rises after July trends improve, offsetting an earnings miss. SoftBank invests $2B in Intel (INTC), while Nvidia (NVDA) develops a new AI chip for China to work around export restrictions. Takeaways: Stocks hover near record highs as Fed policy signals remain in focus ...
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Markets eye Powell at Jackson Hole as retail earnings and Novo Nordisk rally

August 18, 2025 • 24 mins
Stock futures hover near record highs ahead of Fed Chair Powell’s final Jackson Hole speech, with investors betting on a September rate cut. Retail earnings from Walmart (WMT), Target (TGT), and Lowe’s (LOW) are in focus, while Novo Nordisk (NVO) surges on expanded drug approval. Soho House (MCG) also announces a $2.7B go-private deal. Takeaways: Powell’s last Jackson Hole speech could set the stage for a September rate cut ...
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Hot PPI jolts markets, Bitcoin hits record before pullback

August 14, 2025 • 24 mins
US stock futures fell after July’s Producer Price Index showed the sharpest wholesale inflation jump in three years, driven by higher service costs. The data complicates Fed rate-cut expectations as markets still price in a September move. Bitcoin touched $124K before slipping, while ethereum and Solana also traded near records on growing institutional adoption. Earnings movers included Deere (DE), which went down after cutting its...
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Futures rise on Fed cut hopes, Cava plunges, Bullish IPO debuts

August 13, 2025 • 24 mins
US stock futures edge higher as investors bet on a September Fed rate cut following July CPI data. Treasury Secretary Scott Bessent calls for a 50-basis-point move, though economists remain split. CoreWeave stock slid on weak guidance tied to AI data center buildouts. Mediterranean chain Cava (CAVA) sinks after cutting sales growth outlook for the first time since going public. Crypto exchange Bullish (BLSH) raises $1.1 billion in ...
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Futures fall, CPI hot, Intel CEO out, Trump eyes faster rate cuts

August 12, 2025 • 48 mins
US stock futures dip after July CPI is hotter than expected, with core inflation hitting 3.1% year-over-year. Markets now see a higher risk that the Fed will cut rates sooner under pressure from the White House. President Trump removes Intel (INTC) CEO Lip-Bu Tan from his AI advisory role, fueling speculation about leadership changes at the chipmaker. Treasury yields climb, gold steadies, and oil rises on supply concerns. Coinbase ...
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Futures edge up, CPI in focus, and Nvidia and AMD strike China deal

August 11, 2025 • 23 mins
US stock futures tick higher ahead of July CPI data, expected to show core inflation rising to 3%. Markets hover near records, with the Nasdaq at a fresh high. Nvidia (NVDA) and AMD (AMD) reportedly agree to give the US 15% of China chip sales revenue in exchange for export licenses. Intel (INTC) CEO Lip-Bu Tan is set to meet with President Trump after calls for his removal over China ties. Citi raises its S&P 500 year-end target t...
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Futures rise, gold spikes on tariffs, Fed pick surprises markets

August 8, 2025 • 23 mins
US stock futures point to gains, with the Nasdaq set for a new record despite fresh tariff headlines. Bank of America says investors pull billions from equities into cash, signaling caution. Gold prices hit a record after surprise US tariffs on Swiss bullion raised fears of global supply disruptions. President Trump will nominate top economic adviser Steven Myron to temporarily fill a vacant Federal Reserve board seat, a move seen ...
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Intel under fire, tariffs bite, stocks up on earnings strength

August 7, 2025 • 25 mins
Intel (INTC) slides as President Trump calls for its CEO’s resignation over China ties, raising questions about US chip policy and future government subsidies. New US tariffs take effect, lifting the average rate to 15.2%—the highest since WWII. Apple (AAPL) secures tariff exemptions after pledging $100B in new US investments. Despite trade headwinds, stocks edge higher as S&P 500 earnings beat the top 80%. Disney (DIS), Duolingo (...
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Stocks waver, Fed shake-up looms, Disney and AI names in focus

August 6, 2025 • 24 mins
US stocks are mixed as investors weigh weaker economic data, Trump’s tariff threats, and the latest corporate earnings. Despite upbeat guidance, AMD (⁠AMD⁠) slips after saying its return to China is uncertain. Disney (DIS) beats estimates and strikes major NFL and WWE deals but trades lower on muted guidance. President Trump will soon appoint a new Fed governor as investors watch for clues on monetary policy. Apple (AAPL) pledges $...
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Stocks rise, AI earnings boost, Fed shake-up looms, tariffs in focus

August 5, 2025 • 25 mins
US stocks rebound as hopes for September Fed rate cuts and strong corporate earnings lift sentiment. President Trump says he’ll ramp up India tariffs and is set to announce new pharma and chip tariffs. Palantir (PLTR) jumps after posting 48% revenue growth, fueling optimism for the AI trade. AMD (AMD) earnings are on deck. Caterpillar (CAT) warns of $1.5B in annual tariff costs, while consumer giants and Marriott (MAR) flag softer ...
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Stocks rebound, Trump reshuffles Fed and BLS, Tesla OKs Musk pay

August 4, 2025 • 24 mins
US stocks bounce after last week’s sell-off sparked by weak jobs data and President Trump’s new tariffs. Investors now see an 87% chance of a Fed rate cut in September. Trump says he’ll soon name new leaders for the Federal Reserve and Bureau of Labor Statistics after firing the BLS chief and Fed Governor Kugler’s resignation. Tesla (TSLA) shareholders approve a $30B pay package for Elon Musk, while Harley-Davidson (HOG) names a ne...
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Jobs miss, tariffs rise, Amazon slumps, Apple jumps on China demand

August 1, 2025 • 24 mins
Stocks slide as July’s jobs report comes in far below expectations and May/June job gains are sharply revised down. Unemployment ticks up to 4.2%. President Trump unveils sweeping new tariffs—Canada faces a 35% rate, Switzerland 39%, and more are on the way for key sectors. The moves raise average global tariffs to 18%. Amazon (AMZN) slumps after a disappointing forecast and cloud growth worries, while Apple (AAPL) jumps on strong ...
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Microsoft, Meta surge, Fed on hold, tariffs fade from focus

July 31, 2025 • 24 mins
US stocks jump as Microsoft (MSFT) and Meta (META) deliver blowout earnings, powering the Nasdaq and S&P 500 to new highs. Microsoft is nearing a $4 trillion market cap after Azure sales soar 39%. Meta raises its outlook and signals more massive AI spending. The Fed keeps rates steady for a fifth straight meeting, with Chair Powell sounding cautious on September cuts as inflation ticks up. Meanwhile, investors are shrugging off tar...
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