Can the market recover from yesterday’s big sell off? Today on Morning Brief, anchors Brad Smith and Seana Smith tackle the biggest market stories and speak to top Wall Street experts ahead of the opening bell. Our hosts analyze some of the top trending tickers: Alphabet (GOOGL), Boeing (BA), Royal Caribbean (RCL)
Takeaways:
Nvidia plunges 17%, worst day si ... Show More
Feb 9
Tech rebound fades, data risk looms, AI rotation questioned
US futures are lower after Friday’s rebound, with tech struggling to regain its footing following last week’s sharp software sell-off. Investors are bracing for a rescheduled jobs report on Wednesday and CPI on Friday, both key tests for rate expectations and market direction. Te ... Show More
23m 24s
Feb 6
AI selloff drives tech rotation, Amazon capex stuns, dollar pressure builds
US futures are modestly higher after a bruising week that saw nearly $1T wiped from software as AI disruption fears accelerated rotation. Investors are parsing hyperscaler spending, crypto volatility, and whether macro breadth can offset tech pressure. Software ETFs posted their ... Show More
26m 20s
Sep 2025
US equities slide as Nvidia-OpenAI deal raises questions
US equities struggled to keep up with the recent momentum yesterday, with the S&P 500 posting its worst day in three weeks, while the NASDAQ and the Magnificent 7 saw even larger declines. Questions around the Nvidia-OpenAI-deal weighed on segment. Over in Europe, there was much ... Show More
12m 46s
Sep 2025
Markets rattle as data surprises and tariffs return
Markets hit some rough patches yesterday, with all major European indices closing lower, followed by similar losses across the three main US benchmarks. Revised US data revealed an upward adjustment to second-quarter GDP, while jobless claims came in below expectations. This prom ... Show More
13m 31s
Nov 2023
Big Tech roundup: Tesla, Nvidia, Apple and more
<p>Four months ago, the FT’s Rob Armstrong and Elaine Moore placed their bets on two portfolios of three stocks each picked from the “Magnificent Seven” tech stocks that have been dominating markets this year. Today on the show, we check in on their portfolios, and try to think a ... Show More
19m 42s
Jan 2025
AI, vaccine distrust, and the future of healthcare: Novartis CEO
Can science prevail against this more turbulent backdrop of the Trump administration? Yahoo Finance executive editor Brian Sozzi talks at length with Novartis CEO Vas Narasimhan. Narasimhan has led the drug giant since 2018, doing deals that have expanded the company’s pipeline i ... Show More
25m 45s
Nov 2024
Industries React to Trump Tariffs & Drake-Kendrick Beef Goes to Court
Episode 462: Neal and Toby examine what Trump’s broad tariffs on China, Mexico, and Canada could mean for everyday goods for millions of Americans. Then, the Biden administration is proposing to expand medicare and medicaid to foot the bill for popular weight-loss drugs like Ozem ... Show More
31m 10s
Feb 2025
US companies endure tariff whiplash
<p>Alphabet’s cloud services missed growth expectations last quarter, American companies are scrambling to protect their supply chains in the face of all the back and forth on tariffs, and China is hitting back at the US for imposing new levies. Plus, India is set for a blockbust ... Show More
10m 38s
Aug 2025
Walmart Winces at Tariffs & Cracker Barrel’s Stock Sinks From Logo Fiasco
Episode 654: Neal and Ann preview the biggest economic event of the year in Jackson Hole as all eyes are on Fed Chair Jerome Powell’s address. Then, Walmart is standing pat against the force of tariffs as it remains resilient amidst rising costs, but how can it hold? Also, Google ... Show More
29m 51s
Oct 2025
Markets rebound on luxury rally and earnings boost
Global equities rebounded midweek, driven by a sharp rally in European luxury stocks and strong earnings from major US banks. US-China trade tensions remain in focus, with Treasury Secretary Bessent reaffirming a firm stance. The AI theme continues to dominate headlines, supporte ... Show More
14m 33s