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ETF Report

Dell forecasts $50B in AI server sales, Duolingo stock drops

Morning Brief Host Julie Hyman tracks several of the day's top trending stock tickers, including Dell Technologies (DELL) forecasting that AI server sales could reach $50 billion, CoreWeave stock (CRWV) falling in pre-market trading after the memory chip shortage weighs on its guidance, and Duolingo shares (DUOL) dropping as it signals slowing revenue growth. To watch more expert insights and analysis on the latest market action, check out more Morning Brief.
Yahoo Finance Video 2d ago
DELL
DUOL
Target will stop selling cereals with synthetic colors by end of May

Target will stop selling cereals with synthetic colors by end of May

Target will stop selling cereals containing synthetic colors by the end of May. The Minneapolis-based discounter said Friday it had been phasing out synthetic colors in cereals for several years. Right now, 85% of its cereal sales already come from products made without synthetic dyes.
Associated Press Finance 2d ago
TGT
GIS
US wholesale prices arrive hotter than expected, up 0.5% from December and 2.9% from a year ago

US wholesale prices arrive hotter than expected, up 0.5% from December and 2.9% from a year ago

U.S. wholesale prices came in hotter than expected last month. The Labor Department reported Friday that its producer price index, which measures inflation before it hits consumers, rose 0.5% from December and 2.9% from January 2025. Excluding food and energy prices, which bounce around from month to month, so-called core wholesale prices rose 0.8% from December and 3.6% from January 2025 — both higher than forecasters had expected.
Associated Press Finance 2d ago
NFL star Steve Young's PE firm raises $3.2B: We tend to find 'hidden gems'
04:04

NFL star Steve Young's PE firm raises $3.2B: We tend to find 'hidden gems'

Private equity firm HGGC has raised $3.2 billion for its latest fund, exceeding its original target of $2.5 billion. HGGC co-founder, chairman, and managing partner Steve Young sits down with Josh Lipton on Asking for a Trend to talk more about where his firm is finding investment opportunities, while commenting on the broader private equity landscape. Young is a former NFL quarterback and three-time Super Bowl champion with the San Francisco 49ers. To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend.
Yahoo Finance Video 2d ago
Why the 'mega IPO' could be back this year
05:29

Why the 'mega IPO' could be back this year

Armanino partner and technology industry leader Dean Quiambao joins Asking for a Trend host Josh Lipton to discuss his outlook for the initial public offering (IPO) market this year, highlighting big names like SpaceX (SPAX.PVT), Anthropic (ANTH.PVT), and OpenAI (OPAI.PVT). To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend.
Yahoo Finance Video 2d ago
Software companies need 'innovative DNA' to not just exist, but grow
02:03

Software companies need 'innovative DNA' to not just exist, but grow

Software stocks are staging a recovery this trading week from this month's sell-offs fueled by new AI concerns, an event Wall Street is dubbing the "SaaS-pocalypse." Is this good news here to stay for software companies or should they expect more trouble ahead? Guggenheim Securities senior research analyst and senior managing director of software, John DiFucci, gives a history lesson on software innovation and growth by comparing a company like Salesforce (CRM) to that of Computer Associates. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.
Yahoo Finance Video 2d ago
XLK
CRM
Nvidia will remain the bellwether of AI, analyst explains
03:55

Nvidia will remain the bellwether of AI, analyst explains

After Nvidia's (NVDA) overwhelmingly positive fourth quarter earnings still weren't enough to impress Wall Street investors, is the chipmaking giant still a bellwether for markets (^DJI, ^IXIC, ^GSPC) and the AI trade? Stifel applied technology analyst Ruben Roy and D.A. Davidson head of technology research Gil Luria share their expert perspectives on Nvidia's position in the AI trade in the video above. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.
Yahoo Finance Video 2d ago
NVDA
XLK
Will AI be a labor substitute or an 'augmenting factor'?
02:46

Will AI be a labor substitute or an 'augmenting factor'?

Morgan Stanley chief global economist Seth Carpenter sits down with Market Catalysts Host Julie Hyman to discuss the latest Citrini Research report that outlined the massive impacts AI could have, including a hypothesis of massive layoffs expected by 2028. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.
Yahoo Finance Video 2d ago
Why Anthropic is beefing with the Pentagon
05:08

Why Anthropic is beefing with the Pentagon

Tensions between the Pentagon and Anthropic (ANTH.PVT) are escalating. Axios tech policy reporter Maria Curi joins Market Domination host Josh Lipton to break down the conflict: how it began, its historical precedence, and the implications for Anthropic if the company gets cut off by the Pentagon. To watch more expert insights and analysis on the latest market action, check out more Market Domination.
Yahoo Finance Video 3d ago
ANTH.PVT
Nvidia CEO: We're now the 'largest networking company in the world'

Nvidia CEO: We're now the 'largest networking company in the world'

Nvidia says its networking business is the biggest around.
Yahoo Finance 3d ago
NVDA
Nvidia stock falls as Q4 beat, guidance fail to satisfy Wall Street

Nvidia stock falls as Q4 beat, guidance fail to satisfy Wall Street

Nvidia stock fell more than 4% Thursday, despite strong Q4 earnings results.
Yahoo Finance 2d ago
NVDA
AVGO