Morning Brief cover art

Morning Brief

Morning Brief

By: Yahoo Finance
Listen for free

About this listen

 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 Economics Personal Finance Politics & Government
Episodes
  • Google wins the antitrust case, bond yield spikes, and retail splits

    Google wins the antitrust case, bond yield spikes, and retail splits
    Sep 3 2025
    Google parent Alphabet (GOOG) rallies after a judge ruled it will not have to divest Chrome in the DOJ’s antitrust case, though the company must end exclusive search deals. The decision also lifted Apple (AAPL), which benefits from its search partnership while gaining room to work with AI rivals. US bond yields climb, with the 30-year brushing 5% amid inflation, deficit, and geopolitical concerns. Macy’s (M) jumps on its strongest same-store sales growth in 12 quarters and raised guidance, while Dollar Tree (DLTR) slips despite a beat and higher full-year outlook as its Q3 profit forecast disappoints. In trending tickers, Campbell Soup (CPB) rises on better-than-feared results, Polestar (PSNY) posts a wider loss but reaffirms growth targets, and Kraft Heinz (KHC) gets an upgrade as it prepares to split into two companies. Takeaways: Google avoids Chrome breakup but faces new competition in AI search Bond yields near 5% as markets price in long-term inflation risks Macy’s rallies on strong sales; Dollar Tree sinks on soft profit outlook Campbell Soup, Polestar, and Kraft Heinz move on earnings and upgrades 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
    Show More Show Less
    22 mins
  • Stocks slip in September, Kraft Heinz split, Pepsi in play

    Stocks slip in September, Kraft Heinz split, Pepsi in play
    Sep 2 2025
    US stocks open the month lower after August gains, with September historically the weakest month for equities. Gold prices hit a record as investors seek safety amid tariff uncertainty, after a federal appeals court struck down most of President Trump’s trade levies — a case now likely headed to the Supreme Court. Kraft Heinz (KHC) announces plans to split into two companies: Global Taste Elevation Co., housing brands like Heinz ketchup and Philadelphia cream cheese, and North America Grocery Co., home to Oscar Mayer and Lunchables. PepsiCo (PEP) faces pressure from activist investor Elliott Management, which built a $4B stake and is pushing for changes. Meanwhile, Nestlé (NESN.SW) ousts CEO Laurent Freixe over a relationship with a subordinate, naming coffee division head Philippe Naël as his successor. Takeaways: Stocks dip as September begins, with gold surging to record highs Kraft Heinz to split into two companies, highlighting the big food breakups trend Elliott Management takes $4B stake in PepsiCo, presses for growth and margin gains Nestlé CEO ousted; leadership shifts amid industry headwinds 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
    Show More Show Less
    22 mins
  • Inflation steady, Fed cut odds, AI chips slide

    Inflation steady, Fed cut odds, AI chips slide
    Aug 29 2025
    US stock futures dip after the Fed’s preferred inflation gauge, core PCE, rose 2.9% year over year — in line with estimates but still above the central bank’s 2% target. Fed Governor Christopher Waller backed a September rate cut and signaled more easing ahead. Fed Governor Lisa Cook faces a court hearing today as she fights President Trump’s attempt to oust her over mortgage fraud allegations. Marvell Technology (⁠MRVL⁠) sinks on Wall Street after weak guidance and disappointing data center revenue, echoing Nvidia’s (NVDA) report earlier this week. Dell (DELL) also falls on lighter AI server sales and margin pressure, while Affirm (AFRM) jumps on strong earnings and an upbeat outlook. Takeaways: Core PCE inflation holds at 2.9%, keeping Fed cut bets alive Fed Governor Lisa Cook’s legal fight with Trump heads to court Marvell, Dell earnings show cracks in AI hardware demand Affirm rallies on buy now, pay later growth and strong outlook 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
    Show More Show Less
    21 mins
No reviews yet
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.