Morning Brief

• Microsoft, Meta surge; Fed on hold; tariffs fade from focus

  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 tariff fears as the US strikes more trade deals at lower rates than first feared. Apple (AAPL) and Amazon (AMZN) report after the bell. Takeaways: Microsoft, Meta earnings crush expectations, drive tech rally Fed holds steady; September rate cut odds drop as inflation rises Tariff risks ease as more trade deals settle at lower rates 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 [email protected]. Learn more about your ad choices. Visit megaphone.fm/adchoices

  --------  

  22:53

  --------

  22:53
• The Fed holds steady, GDP beats, and all eyes are on Meta and Microsoft

  Stocks trade flat as investors await the Fed’s latest decision, with rates expected to remain unchanged for a fifth straight meeting. Second quarter GDP beats forecasts at 3%, while ADP payroll data shows hiring remains solid but is slowing. Market focus is on Meta (META) and Microsoft (MSFT) earnings after the bell, with AI spending and guidance under the microscope. Investors look for clues on whether Big Tech’s rally can continue and watch for signs of market risk as valuations stretch. Humana (HUM), Seagate (STX), and Palo Alto Networks (PANW) are trending. Takeaways: Fed expected to hold rates steady, signals caution on cuts US GDP grows 3% in Q2; ADP payrolls steady but cooling Meta and Microsoft earnings in focus as AI trade leads the market 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 [email protected]. Learn more about your ad choices. Visit megaphone.fm/adchoices

  --------  

  25:06

  --------

  25:06
• Stocks hit more records, the Fed meets, and tariffs pressure earnings

  US stocks keep climbing, notching a sixth straight record close as investors focus on a wave of significant earnings, US-China trade talks, and the start of the Fed’s July meeting. Union Pacific (UNP) acquires Norfolk Southern (NSC) in an $85B deal, creating a transcontinental rail giant. Procter & Gamble (PG) warns of a $1B tariff hit and plans price hikes, while Boeing (BA) shows signs of a turnaround. UnitedHealth (UNH), Novo Nordisk (NVO), Baker Hughes (BKR), UPS (UPS), and SoFi (SOFI) are also in focus as more companies cite tariff impacts. The S&P 500 and Nasdaq continue their record streaks, but analysts debate whether markets are getting frothy. Takeaways: S&P 500 and Nasdaq hit new highs; Fed expected to hold rates steady Tariffs pressure earnings: P&G, Stanley Black & Decker, Whirlpool warn of hits Union Pacific buys Norfolk Southern in historic $85B rail merger 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 [email protected]. Learn more about your ad choices. Visit megaphone.fm/adchoices

  --------  

  26:09

  --------

  26:09
• US-EU reach trade deal, tech earnings, Tesla-Samsung chip pact

  US stocks rise as the US and EU reach a significant trade deal: the EU accepts a 15% tariff on most exports to the US and will lower levies on key American products. The agreement includes a $750 billion EU energy purchase and $600 billion in US investments, boosting US defense stocks. Investors are watching a massive week for tech earnings with Apple (AAPL), Amazon (AMZN), Meta (META), and Microsoft (MSFT) all reporting. The Fed is widely expected to hold rates steady this week, while Tesla (TSLA) inks a $16.5B chip supply deal with Samsung (005930.KS). Cheniere (LNG), Galaxy Digital (BRPHF), and Heineken (HEIA.AS) are trending. Takeaways: US and EU agree to trade deal, energy and defense stocks surge Apple, Amazon, Meta, and Microsoft headline a massive week for earnings Tesla signs $16.5B chip deal with Samsung to power self-driving push 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 [email protected]. Learn more about your ad choices. Visit megaphone.fm/adchoices

  --------  

  23:59

  --------

  23:59
• S&P 500 hits 10th record, Trump-Powell drama, Intel slides

  Stocks hold steady after the S&P 500 closes at its 10th record high in 19 sessions, though some warn of a bubble amid rising retail trading. President Trump and Fed Chair Powell tour the Fed’s renovation site, downplaying any rift as Trump again calls for rate cuts. Intel (INTC) falls after the CEO signals more cost-cutting and cancels factory projects. Paramount (PARA) and Skydance win FCC approval for their merger, while Centene (CNC), Sunnova (NOVA), and Deckers (DECK) are trending tickers. Crypto treasuries and balance sheet strategies also make headlines. Takeaways: S&P 500 extends record run, but bubble warnings grow louder Trump and Powell downplay tensions; Fed rate cut hopes linger Intel stock tumbles on cost-cutting, factory delays; Paramount, Skydance merger clears FCC 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 [email protected]. Learn more about your ad choices. Visit megaphone.fm/adchoices

  --------  

  23:49

  --------

  23:49

Mais podcasts de Negócios

Podcasts em tendência em Negócios

Sobre Morning Brief

Morning Brief: Podcast do grupo