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Options Pit

Don't confuse consumer AI with Big Tech's enterprise initiatives

Big Tech companies are spending big on artificial intelligence (AI), with Amazon (AMZN) set to spend more than $100 billion in capital expenditures in 2025. Faisal Hoque, author of Transcend: Unlocking Humanity in the Age of AI, joins Catalysts with Seana Smith to talk about Big Tech's AI spending in the context of China's DeepSeek. Hoque says the market may be conflating consumer and enterprise applications of AI. "The larger business tech companies' business models are enterprise; it's not necessarily just consumer [products]," he explains. "When you look at tech like DeepSeek and the things that are coming out in the market, the enterprises are not going to adopt those kinds of technology and this whole kind of sort of risk associated with it." "I'm not surprised at all that Amazon or Microsoft (MSFT) or any other Big Tech are spending more money to gear up their infrastructure and their models so that they can be utilized in a secure environment in an enterprise setting." To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Naomi Buchanan.
Yahoo Finance Video yesterday
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MSFT
Uber and Bill Ackman, Nike downgrade, Alibaba: Market Minute
01:04

Uber and Bill Ackman, Nike downgrade, Alibaba: Market Minute

Yahoo Finance host Seana Smith covers the morning's top-moving stocks and market stories in this Market Minute. Uber Technologies (UBER) shares move higher in Friday's session after billionaire hedge fund manager and Pershing Square Capital Management CEO Bill Ackman revealed his firm owns more than 30 million shares in the rideshare company, equal to over $2 billion. Citi analysts downgraded sports apparel giant Nike (NKE) to Neutral from a Buy rating, citing tariff uncertainty for the brand's sales. Alibaba (BABA) denies reports of the company's alleged plans to invest in artificial intelligence developer DeepSeek, according to Chinese news outlet The Paper. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute. This post was written by Luke Carberry Mogan.
Yahoo Finance Video yesterday
UBER
BABA
Stay diversified 'across sectors' for 2025 market volatility
02:39

Stay diversified 'across sectors' for 2025 market volatility

James Ragan, director of wealth management research at D.A. Davidson, joins Wealth to discuss potential market volatility due to concerns about tariffs and economic growth. Ragan expects some pullback but remains optimistic about the overall market outlook for 2025. "How we prepare for the expected volatility is just to remain diversified across the sectors," Ragan explains, noting that even when tech doesn’t perform, the S&P 500 (^GSPC) can still rise. "If we see some erosion in the earnings expectations going forward where companies become more cautious ... growth expected this year could be meaningfully lower," Ragan explains. "That would be the big risk." Ragan sees opportunities in sectors like technology (XLK), communication services (XLC), financials, and healthcare (XLV), which offer strong earnings potential and reasonable valuations. Despite some risks, the better-than-expected fourth quarter earnings have fueled optimism for 2025. To watch more expert insights and analysis on the latest market action, check out more Wealth here. This post was written by Josh Lynch
Yahoo Finance Video yesterday
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^GSPC
Amazon: The 3 things benefitting the tech giant
03:17

Amazon: The 3 things benefitting the tech giant

T. Rowe Price Science and Technology equity strategy portfolio manager Tony Wang joins Catalysts to discuss Amazon's (AMZN) latest earnings results and share his outlook on the tech giant's artificial intelligence (AI) ventures moving forward. Wang highlights three key factors boosting Amazon's outlook: retail margins are improving with e-commerce and a healthier consumer, Amazon Web Services (AWS) continues to grow and outperform, and the company's advertising business is booming. "When you have those three things all working well, I think that this sets up well for the longer term," he explains, emphasizing his focus on the company's cost-saving measures for consumers and its advancements in AI chips and robotics. Regarding Amazon's AI potential, Wang adds, "When you think about what you need to win in AI, it's probably scale, compute, AI talent, a large customer base, [and] a lot of data. And there are a lot of ways that Amazon's well-positioned." To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Angel Smith
Yahoo Finance Video yesterday
AMZN
Trump’s tariffs: What’s likely to happen & what’s just noise
21:33

Trump’s tariffs: What’s likely to happen & what’s just noise

We are just a few weeks into the new Trump administration, and the word still on everyone’s mind is tariffs. Earlier this week, President Trump delayed implementing 25% tariffs on Canada and Mexico as the United States works through trade negotiations with both nations. The commander in chief also placed a 10% tariff on all imported goods coming from China, who retaliated with their own set of tariffs. Will these tariffs remain in place indefinitely? Is this the start of a trade war between two of the world’s largest global powers? We get into it. On this week’s episode of Capitol Gains, anchor Madison Mills, Washington Correspondent Ben Werschkul, and Senior Columnist Rick Newman cut through the flurry of tariff news and give you the latest you need to know that impacts your bottom line. Newman breaks down what’s likely to happen with tariffs and what are just ploys from the Trump administration. While Newman believes the 10% tariffs on Chinese imports are here to stay, he thinks there could be a change when it comes to Trump’s plans for 25% tariffs on Canada and Mexico. “It would be a lot more pain for US consumers,” he says. “That’s a lot of food from Mexico. Just as Americans are trying to get over food inflation, it would [also] create chaos in the automotive industry with the supply chain.” Asia Society Policy Institute vice president Wendy Cutler also joins the show to discuss the China tariffs and why it’s so important for the United States to improve trade with other nations. Watch more episodes of Capitol Gains here. Capitol Gains is Yahoo Finance’s unique look at how US government policy will impact your bottom line long after the Presidential election polls have closed. This post was written by Lauren Pokedoff
Yahoo Finance Video yesterday
Skechers Q4 results miss expectations amid tariffs, currency impact
02:34

Skechers Q4 results miss expectations amid tariffs, currency impact

Skechers's (SKX) fourth quarter annual sales and profit forecast fell short of expectations, with the company citing tariffs and currency effects as key factors. The company reported total sales of $8.97 billion for its 2024 fiscal year — a 12% rise from the previous year's $8 billion. Skechers CFO John Vandemore warns that US tariffs on Chinese goods impacted the company's earnings visibility, while a strengthening dollar (DX=F, DX-Y.NYB) also hurt its numbers. Despite this, some analysts view Skechers as a growth stock. Watch the video above to hear Yahoo Finance’s Julie Hyman discuss these challenges with Wealth host Brad Smith, highlighting the impact of currency as well as tariffs on the company's outlook. To watch more expert insights and analysis on the latest market action, check out more Wealth here. This post was written by Josh Lynch
Yahoo Finance Video yesterday
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DX=F
Newell Brands plunges on sales decline. CEO optimistic for 2025.
03:22

Newell Brands plunges on sales decline. CEO optimistic for 2025.

Shares of Newell Brands (NWL) — the parent company of stationary brands Sharpie, Elmer's, Paper Mate, and consumer products like Yankee Candle — have seen a significant decline of over 27% Friday morning after reporting mixed fourth quarter results in its earnings release. Newell posted adjusted earnings per share (EPS) of $0.16 — beating consensus estimates of $0.14 — while quarterly sales of $1.949 billion fell short of analyst estimates of $1.96 billion. Newell Brands CEO and president Chris Peterson joins Catalysts to discuss the company's earnings results and guidance, emphasizing that Newell is making progress in its turnaround. “We just reported a fourth quarter that was very much in line or ahead of our guidance range for Q4," Peterson says. "We provided initial guidance for 2025 and our initial guidance includes core sales growth improving in [2025] versus [2024], strong operating margin improvement, good cash flow, and strengthening of the balance sheet." Peterson addresses the looming threat of President Trump's tariffs, noting that Newell Brands could be both positively and negatively impacted. "So let me start by saying that about half of our business we manufacture ourselves in our manufacturing footprint. The largest part of our US business is manufactured in the United States, and we believe that if tariffs go into effect on those categories where we have US manufacturing presence, we will be competitively advantaged," he lays out. To watch more expert insights and analysis on the latest market action, check out more Catalysts here This post was written by Josh Lynch
Yahoo Finance Video yesterday
NWL
Citi downgrades Nike to Neutral from Buy
01:59

Citi downgrades Nike to Neutral from Buy

Nike (NKE) stock is in focus after Citi analysts downgraded the stock to Neutral from Buy, citing challenges for the sportswear company's turnaround under CEO Elliott Hill. Wealth host Brad Smith, joined by Market Domination co-host Julie Hyman, takes a closer look at the analyst call. To watch more expert insights and analysis on the latest market action, check out more Wealth here. This post was written by Naomi Buchanan.
Yahoo Finance Video yesterday
NKE
Huntington Bank CEO on what the Fed's rate path means for his business
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Huntington Bank CEO on what the Fed's rate path means for his business

Huntington Bank CEO Stephen Steinour joins Catalysts to discuss his outlook on the company following its investor day. Steinour highlights the company's performance in 2024, noting, "We came into this year with a lot of momentum." Given the current economic landscape and policies emerging from the new Trump administration, Steinour expresses confidence in the company's ability to outperform not just in 2025, but in the following years as well. Addressing the potential rate cut trajectory, Steinour downplays its impact. He says, "What we're talking about is a marginal change." He predicts that rates will remain relatively stable over the next year, adding, "We're not going to see the rates that we saw during those record low pandemic periods — at least in my opinion, that's very, very unlikely." Steinour maintains a similar perspective on consumer dynamics, noting that consumers are "getting used to rates at these levels." To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Angel Smith
Yahoo Finance Video yesterday
^GSPC
Nvidia stock pops as Big Tech spending boom cools DeepSeek fears

Nvidia stock pops as Big Tech spending boom cools DeepSeek fears

Nvidia stock rallied on Wednesday as its top customers, Big Tech giants like Alphabet, continue to invest more in the AI boom.
Yahoo Finance 3 days ago
NVDA
AMD
Disney streaming subscribers slip in Q1: Analyst talks earnings
05:30

Disney streaming subscribers slip in Q1: Analyst talks earnings

Disney (DIS) beat fiscal first quarter revenue and earnings estimates — posting figures of $24.7 billion in revenue and adjusted earnings per share of $1.76 — while disclosing a 700,000 decline in streaming subscribers. Bloomberg Intelligence Senior Media Analyst Geetha Ranganathan sits down with Seana Smith and Madison Mills on Catalysts to speak more about the media giant's earnings release, calling the streaming loss as "more contained" compared to previous projections. "So I think with this company... they did reaffirm guidance for high single-digit EPs growth," Ranganathan tells Yahoo Finance. "But I think what the street was expecting and what investors were generally hoping for was that they would take guidance up a little bit, especially kind of given the strength that we saw in those fiscal first quarter results." Catch Yahoo Finance executive editor Brian Sozzi's interview with Disney CFO Hugh Johnston. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Luke Carberry Mogan.
Yahoo Finance Video 3 days ago
DIS
NFLX