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Morning Brief

Morning Brief

Von: 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 Persönliche Finanzen Politik & Regierungen Ökonomie
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  • Intel outlook rattles markets, AI trade cools, TikTok deal resolved

    Intel outlook rattles markets, AI trade cools, TikTok deal resolved
    Jan 23 2026
    U.S. futures point lower after Intel’s weak outlook reignited tech volatility, pushing stocks toward back-to-back weekly losses. Investors are watching earnings follow-through, AI demand signals, and rate expectations as gold rallies on defensive positioning. Intel (INTC) shares are plunging after the chipmaker flagged near-term supply constraints and issued soft guidance, overshadowing an earnings beat. The miss refocused scrutiny on its foundry strategy and the timing of securing major external customers. The broader AI trade is entering a consolidation phase. Infrastructure spending remains intact, but richly valued chip and software names are facing pressure as capital rotates toward power, data centers, and cooling plays. Trending tickers include Nvidia (NVDA) on renewed China export headlines, Capital One (COF) after its $5.1B Brex deal, and airlines pressured by weather-driven cancellations. Takeaways: Intel guidance, not demand, is driving tech weakness Foundry execution remains the key Intel debate AI infrastructure outperforms amid valuation resets Gold strength signals rising risk aversion 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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    25 Min.
  • Stocks steady, AI leadership returns, volatility fades

    Stocks steady, AI leadership returns, volatility fades
    Jan 22 2026
    U.S. stock futures are higher for a second session as markets stabilize and attention shifts back to earnings and AI. Nasdaq futures lead, while investors await the Fed’s preferred inflation gauge later this morning and the market digests a calmer geopolitical backdrop. Risk appetite is improving, but today’s data and guidance will determine whether the rebound holds. Volatility has retraced quickly, with hedging demand easing and bond yields backing off recent highs. Small- and mid-cap stocks continue to outperform, signaling broader participation beyond mega-cap tech. Strategists argue fundamentals remain supportive, with earnings momentum intact and financial conditions no longer tightening aggressively. AI remains the central pillar for sentiment. Investors are leaning back into large-cap technology as capital spending and productivity expectations stay elevated. The rotation theme is also in play, with banks and select consumer names drawing interest as investors position for a widening earnings base tied to AI adoption rather than pure infrastructure spend. Trending movers reflect this crosscurrent. GE Aerospace beat estimates but eased on slower 2026 growth expectations. Abbott Laboratories slid on weaker nutrition sales and soft guidance. Mobileye fell after cautious revenue outlook tied to automaker demand. Takeaways: Markets are calmer, with futures pointing higher. Volatility has faded as yields stabilize. AI leadership is reasserting itself. Breadth is improving beyond mega-cap tech. Guidance, not headlines, is driving moves. 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 Min.
  • Tariff threats shake markets, rates back in focus, earnings test sentiment

    Tariff threats shake markets, rates back in focus, earnings test sentiment
    Jan 20 2026
    U.S. equity futures point sharply lower, with Dow futures off more than 700 points, as renewed tariff threats tied to Europe rattle risk appetite. The immediate driver is escalating trade rhetoric, while investors look ahead to earnings and watch rates for confirmation this is more than a headline-driven pullback. Trade tensions returned to center stage after President Trump floated 10% tariffs on European nations, rising to 25% later this year, with France facing the risk of a 200% levy on wine. The S&P 500 is on track to erase year-to-date gains, while gold and silver pushed to fresh highs as investors rotated into perceived safety. The message from markets is clear: tariffs still move prices even if outcomes remain uncertain. Rates remain the bigger swing factor. Strategists argue equities can absorb trade noise if inflation expectations stay anchored and the 10-year Treasury holds below 4.5%. A sustained backup in yields would pressure valuations quickly, making upcoming macro data and Fed signaling critical. Earnings add a second layer of risk. 3M beat on results but offered a softer outlook, sending shares lower premarket. After the close, Netflix reports amid scrutiny of subscriber growth and margins following its revised all-cash bid for Warner Bros. Discovery. Takeaways: Tariff escalation is driving the current risk-off move. Safe havens are rallying as equities slide. Rates, not rhetoric, remain the ultimate market arbiter. Earnings reactions show little tolerance for weak outlooks. Volatility stays elevated into key data and results. 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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    24 Min.
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