Morning Brief

Morning Brief host Julie Hyman tracks several of the day's top trending stock tickers, including Warner Bros. Discovery (WBD) rejecting the latest Paramount Skydance (PSKY) bid, Strategy (MSTR) shares are rising after MSCI shelved a plan to exclude digital asset-backed treasuries from its indexes, and Bloomberg is reporting that Discord (DISO.PVT) has confidentially filed for an initial public offering.  While the US housing market is forecasted to thaw and see lower mortgage rates and home prices in 2026, that doesn't necessarily mean there will be available housing supply as older homeowners are staying put. Meredith Whitney Advisory Group CEO Meredith Whitney explains the impact that Baby Boomers deciding to "age in place" is having on housing supply, while also commenting on the portion of home equity loans currently being utilized for manufacturing projects. Whitney has been dubbed the "Oracle of Wall Street" for forecasting the 2008 financial crisis during her time as an analyst.  Takeaways: US stock futures are mixed in Wednesday's pre-market trading after the Dow Jones Industrial Average (^DJI) and S&P 500 (^GSPC) closed yesterday's session at new record highs.  ADP announced a gain of 41,000 private sector jobs in the month of December.  Investors await the release of the latest Labor Turnover Survey (JOLTS) report later today, while the December jobs report is to be released this Friday, January 9.  The White House announced that Venezuela will send 50 million barrels of oil to the US.  The Trump administration weighed its options of deploying the military to acquire Greenland. 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 ⁠[email protected]⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nvidia (NVDA) CEO Jensen Huang unveiled a variety of new projects and innovations at his keynote speech at CES 2026 on Monday, including the chipmaker's Vera Rubin AI platform and even its Alpamayo open-source model to train and improve autonomous driving programs. As part of a panel on today's Morning Brief, New Street Research technology infrastructure analyst Antoine Chkaiban and Spear Invest founder and CIO Ivana Delevska discuss what could be next for the chipmaker, CapEx spending, and the company's stock reaction to the announcements.  After Huang's CES speech, investors are talking more about opportunity in the autonomous driving space. Ivana Delevska and Clark Capital chief investment officer Sean Clark sit down with Morning Brief host Julie Hyman to share what they expect from the artificial intelligence (AI) trade in 2026 and beyond.  Takeaways: Nvidia (NVDA) CEO Jensen Huang unveiled a variety of new projects and innovations at his keynote speech at CES 2026 on Monday, including the chipmaker's Vera Rubin AI platform.  US stock futures are mixed in Tuesday's premarket trading after the Dow Jones Industrial Average (^DJI) reached a new record high above 49,000 yesterday.  A majority of small and medium business owners appear cautiously optimistic for 2026, according to a new study from Bank of America.  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 ⁠[email protected]⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

Morning Brief host Julie Hyman tracks several of the day's top trending stock tickers, including Taiwan Semiconductor Manufacturing Company (TSM) shares ticking higher in premarket trading after Goldman Sachs analysts raise their price target, Mobileye (MBLY) announces a deal with an unnamed US automaker, and Comcast (CMCSA) spinoff Versant Media Group (VSNT, VSNTV) begins its trading on the Nasdaq Monday.  US military forces captured Venezuelan President Nicolás Maduro in a surprise invasion of the country over the weekend. Maduro's ousting comes as the Trump administration seeks to charge the world leader with narco-terrorism conspiracy charges. Yahoo Finance Washington correspondent Ben Werschkul comes on the program to break down the latest news regarding this event, global interests in Venezuela's oil supply (CL=F, BZ=F), and China's condemnation of the US operation against the nation's trade ally. Takeaways: Oil prices and related stocks rise following the US invasion of Venezuela and capture of President Nicolás Maduro US stock futures inch slightly higher in Monday's premarket in response to the geopolitical headlines CES 2026 kicks off today in Las Vegas with presentations from Nvidia (NVDA) CEO Jensen Huang and Advanced Micro Devices (AMD) CEO Lisa Su.  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 ⁠[email protected]⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

It's the first trading day of 2026, and Wall Street already has its eye on what could be the next big market catalyst and next step for the AI trade. The 2026 Consumer Technology Association (CES) will kick off in Las Vegas on Monday, January 5, with a keynote speech from Nvidia (NVDA) CEO Jensen Huang. Yahoo Finance tech editor Dan Howley discusses what to expect from this year's CES event and what new tech Jensen Huang could unveil in his speech. Tesla (TSLA) delivered 418,227 vehicles in the fourth quarter. That was fewer than the 440,907 that Wall Street was expecting. Roundhill Investments CEO Dave Mazza and Yahoo Finance Senior Reporter Ines Ferré discuss the release. JonesTrading Chief Market Strategist Michael O'Rourke and Yahoo Finance senior markets reporter Ines Ferré weigh in on how much further the market may have to run, referencing recent trends in precious metals commodities Takeaways: Costco Wholesale stock (COST) is trading at premium multiples compared to the rest of the S&P 500 (^GSPC), similar to Nvidia (NVDA) Michael O'Rourke shares his perspective on the AI bubble heading into 2026 EMJ Capital founder Eric Jackson compares Nvidia with his so-called pizza and retail bubbles risks Learn more about your ad choices. Visit megaphone.fm/adchoices

On the Morning Brief, Yahoo Finance executive editor Brian Sozzi is examining the biggest developing market stories on December 31, 2025 — the final trading day of the year! JonesTrading Chief Market Strategist Michael O'Rourke and EMJ Capital Founder and President Eric Jackson come on today's program for a panel discussion spanning several topics, including a look back on 2025's strongest stock finishes and Berkshire Hathaway (BRK-A, BRK-B) CEO Warren Buffett's final day as chief executive. In the final trading day of 2025, investors are both looking back on the year's biggest stock theme and ahead to the next big opportunities and risks in 2026. Wall Street worries that an AI bubble growing around markets could be here to stay into the New Year. EMJ Capital Founder and President Eric Jackson, JonesTrading Chief Market Strategist Michael O'Rourke, and Yahoo Finance senior markets reporter Ines Ferré each share their perspective on the existence of an AI-driven market bubble. Also watch Eric Jackson compare Nvidia (NVDA) and AI bubble risks with his so-called pizza and retail bubbles. Takeaways: US stock futures are hovering slightly above the flatline as equities look to close out the final trading day of 2025 — and the year in total — on a high note Berkshire Hathaway CEO Warren Buffett is set to step down from his chief executive role when the clock strikes midnight tonight, handing the leadership reins over to Greg Abel Buffett will stay on as Berkshire's chairman Nike (NKE) CEO Elliott Hill buys $1 million worth of shares in the sports apparel giant 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 ⁠[email protected]⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices