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Morning Brief

Morning Brief

De: 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 Economía Finanzas Personales Política y Gobierno
Episodios
  • Silver and gold prices, bitcoin, stock futures waver

    Silver and gold prices, bitcoin, stock futures waver
    Dec 29 2025
    Yahoo Finance executive editor Brian Sozzi tracks several of the day's top trending stock tickers, including SoftBank's (9984.T, SFTBY) $4 billion acquisition of data center infrastructure firm DigitalBridge Group (DBRG), Intel (INTC) completing its stock sale to stakeholder Nvidia (NVDA), and the Wall Street Journal reporting Lululemon (LULU) founder Chip Wilson is staging a proxy battle by nominating three new board member candidates. Takeaways: Gold prices, along with silver, are sliding below the precious metals' recent record highs. Bitcoin (BTC-USD) is hovering below $90,000 after briefly touching above the milestone. US stock futures are wavering in Monday's pre-market trading in the final trading week of 2025. The US stock market will be closed this Thursday for New Year's Day. 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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    21 m
  • Santa rally watch, metals rip higher, Nvidia deal stuns, 2026 risks loom

    Santa rally watch, metals rip higher, Nvidia deal stuns, 2026 risks loom
    Dec 26 2025
    US stocks headed into the post-Christmas session with thin volumes and major indexes hovering near record highs as investors track the Santa Claus rally window. Precious metals added to risk-on sentiment, with gold and silver at record levels and miners outperforming over the past month. The AI trade stayed front and center after Nvidia (NVDA) struck its largest acquisition to date, agreeing to pay roughly $20B for assets from AI chip startup Groq. Wedbush’s Dan Ives framed the deal as another signal that AI infrastructure spending remains durable into 2026. Ives also reiterated his bullish stance on Tesla (TSLA), pointing to autonomy, robotics, and “physical AI” as the longer-term value drivers. Macro risk is creeping back into the narrative. Steward Partners’ Jason Bonfield flagged 2026 uncertainties tied to tariffs, a potential Fed leadership change in May, and midterm election dynamics, arguing investors should avoid complacency and be prepared to rebalance into volatility. Trending tickers include Nvidia (NVDA) and Micron (MU). Takeaways: Santa rally optimism persists amid light holiday trading Record metals prices support the broader risk backdrop Nvidia’s Groq asset deal reinforces AI capex momentum Tesla’s autonomy thesis remains a 2026 flashpoint Policy and political risks are shaping next year’s playbook 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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    22 m
  • AI rotation call, commodities rip higher, deal chatter drives tickers

    AI rotation call, commodities rip higher, deal chatter drives tickers
    Dec 24 2025
    US stocks were little changed on the holiday-shortened session after the S&P 500 closed at a record, with investors tracking the Santa Claus rally window into early January. Commodity strength stayed a key backdrop, keeping inflation and rate expectations in focus as traders look ahead to 2026 policy signals. Strategists argued the AI trade still matters, but leadership may broaden from “AI cost centers” to “AI beneficiaries,” as adoption lifts productivity and margins beyond megacap tech. They also flagged potential 2026 rotation across sectors and styles, including equal-weight exposure as mega-cap earnings growth cools. On the macro tape, the panel pointed to resilient consumer spending led by higher-income households, with liquidity conditions, wage gains, and productivity trends shaping the 2026 rates path. Dividend payers and healthcare were framed as under-owned areas that could re-rate if cash yields fade with Fed cuts. Trending: BP (BP) in a $10.1B lubricants JV deal, Sanofi (SNY) to buy Dynavax (DVAX), and UiPath (PATH) added to the S&P MidCap 400. Takeaways: Markets are in Santa-rally watch mode after a record S&P 500 close. Investors are debating AI leaders vs. the next wave of AI adopters. Rotation and diversification are the core 2026 positioning call. Consumer resilience and productivity are the key macro swing factors. Deal news and index inclusion are moving single-name action. 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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    23 m
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