Morning Brief

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 (DUOL), Fortinet (FTNT), and Celsius (CELH) are among today’s notable movers. Takeaways: Intel CEO under pressure as Trump targets China ties, chip policy US tariffs hit their highest level since WWII, and global trade partners respond Stocks climb on strong earnings; Apple wins tariff break, Disney beats, Duolingo soars 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

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 $100 billion in new US investment to sidestep tariffs. Novo Nordisk (NVO), Super Micro (SMCI), and Shopify (SHOP) are among today’s trending tickers. Takeaways: Stocks mixed as economic and tariff worries linger, Fed shake-up in focus AMD falls on China uncertainty, Disney beats on earnings but slips on outlook Disney strikes NFL and WWE deals, Apple commits $100B to US production 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

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 US growth. After recent exits, Trump is set to name new Fed and BLS chiefs, with investors eyeing Fed independence as a key issue. Takeaways: Stocks rebound on Fed rate cut hopes, strong AI and tech earnings Trump targets India, pharma, and chip tariffs; Fed leadership shake-up nears Palantir surges on blowout results; Caterpillar, Marriott warn on tariffs, US demand 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

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 new CEO and Boeing (BA) workers strike. Earnings optimism holds up the market, but August volatility is expected. Takeaways: Stocks rebound as traders bet on September Fed rate cut Trump to appoint new Fed governor, BLS head after surprise exits Tesla OKs Musk’s $30B pay deal; Harley names new CEO; Boeing faces strike 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

Stocks take a hit as July's jobs report disappoints, with revised numbers showing fewer gains. President Trump's new tariffs raise concerns, especially for Canada and Switzerland. Amazon struggles with a bleak forecast while Apple thrives on strong iPhone demand from China. The excitement around Figma's IPO shines a light on the competitive U.S. market. Insights into how economic indicators and Fed decisions could shape the future of the labor market add to the intrigue.

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 yfpodcasts@yahooinc.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 yfpodcasts@yahooinc.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 yfpodcasts@yahooinc.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 yfpodcasts@yahooinc.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 yfpodcasts@yahooinc.com. Learn more about your ad choices. Visit megaphone.fm/adchoices