[Music] Good morning from Yahoo Finance's New York City headquarters studios. I'm Yao Finance executive editor Brian Sazi. You are watching Norwegian Cruise Line sailing into the New York Stock Exchange to ring the opening bell.Arc Best getting things underway over at the NASDAQ. Now, the rosecolored glasses remain on for investors to start the week, but maybe they shouldn't be when taking a look at the potential minefields out there over the next 5 days of trading. Government shutdown could happen on Octob ...

BTC USD price steadied near $109,000 on Friday after US inflation data aligned with expectations, leaving sellers pressing support into the Wall Street open. The move came as Elon Musk’s Grok AI maintained a call that September will likely close near current levels. The Fed’s preferred inflation gauge, the core personal consumption expenditures (PCE) index, showed a +2.9% annual rise in August, while headline PCE climbed 2.7%. Both matched the economist forecasts. (Source: US PCE index change: US Beaure ...

3:45 AM ETThe Trump administration might mandate an equal ratio of domestically... INVESTING RESOURCES Take a Trial Today Get instant access to exclusive stock lists, expert market analysis and powerful tools with 2 months of IBD Digital for only $20! BREAKING: Bullish Rebound Pares Market's Weekly Losses Major indexes shook off their blues in Friday's stock market as tame inflation data raised hopes that another rate cut may be in the works in October. Investors leaned in on indications of a resilient cons ...

The U.S. Core PCE Price Index, the Federal Reserve’s preferred inflation gauge, came in at 2.9% year-over-year for August 2025, in line with market forecasts. The broader PCE index, which includes food and energy, climbed 2.7% year-over-year and 0.3% from the previous month, suggesting price pressures are easing but not fully gone. For Bitcoin, the release lands at a tense moment. The market has already been shaken by stronger U.S. jobs data and robust GDP growth, which has pushed the dollar higher and h ...

通胀数据与美联储政策 - 8月核心PCE通胀率为2.9% 与预期一致 但仍高于美联储2%的目标水平[1] - 个人消费支出保持强劲 消费者在餐饮、娱乐服务等可自由支配领域支出增加 显示经济韧性[1] - 服务通胀特别是医疗保健通胀出现粘性停滞 长期通胀预期面临上行压力[1] - 市场预计美联储将在10月和12月各降息一次 但若经济保持韧性和通胀粘性 12月降息存在风险[2] - 密歇根大学消费者信心指数9月降至55.1% 低于预期 但高收入群体因股市强劲保持稳定支出[5] 关税政策影响 - 新关税政策涉及厨柜等商品税率达50%-100% 但制药公司因在美国建设产能可能获得豁免[2] - 实际关税影响低于理论水平 有效关税率约为9% 远低于18%的理论值 因企业通过转口贸易和成本吸收缓解冲击[11] - 与墨西哥和中国的关税暂停协议将分别于10月底和11月10日到期 届时可能对通胀产生更大影响[2] - 特朗普政府考虑推行"1:1"芯片政策 要求企业在美国生产的芯片数量与进口数量相匹配[5][9] 房地产市场动态 - 新屋销售8月增长超过20% 达2022年以来最快增速 但数据可能存在大幅修正[3] - 抵押贷款利率从年初6.9%的高点降至6.3% 帮助稳定住房需求[3] - 建筑商通过利率买断和其他激励措施应对负担能力挑战 高端市场表现更为强劲[3] - Toll Brothers因专注于东北沿海地区豪华住宅市场 且客户群体财富水平较高 对利率敏感度较低 被分析师看好[3] 科技与AI行业趋势 - 纯存储公司推出FlashBlade产品 声称性能比竞争对手高5倍 专注于企业AI数据存储解决方案[4] - OpenAI年化收入达130亿美元 预计年底将达200亿美元 但年度资本支出计划达600亿美元引发市场担忧[7][8] - 83%的企业领袖认为AI对增长至关重要 但仅11%认为AI将减少工作岗位 多数视为工作流程转型机会[9] - 科技巨头AI投资已开始产生回报 Meta数字广告业务因AI支持实现20%以上增长[7] 航空运输业状况 - 政府 shutdown 可能影响TSA安检效率 但Breeze Airways因主要服务低客流机场受影响较小[13] - Breeze Airways计划1月开通国际航线 利用周六航班空闲运力提供普罗维登斯至坎昆等航线[13] - 超低成本航空公司面临挑战 因使用大型飞机与主流航空公司直接竞争 而Breeze采用137座较小机型差异化运营[14] 媒体行业变革 - 广播电视面临压力 Jimmy Kimmel节目遭Sinclair和Nextar停播 可能加速内容向流媒体转移[11] - 行业整合加速 Hulu将被并入Disney+ Paramount可能收购华纳兄弟探索[12] - 广播公司依赖体育内容特别是NFL保持生存 但周四夜赛已转向亚马逊 更多内容可能转向流媒体[12] - TikTok美国业务估值140亿美元 因字节跳动将保留一半利润 算法和用户内容体验将保持不变[12]

Kratos Defense & Security Solutions (KTOS) has taken "If you build it, they will come" to new heights. Going beyond a conceptual design or even a prototype, the San Diego-based defense contractor set up a factory to build 24 ready-for-action XQ-58A Valkyrie combat drones on the way to winning over both the U.S. Marine Corps and Airbus (EADSY). Those wins… Related news Cathie Wood, ARK Shift Defense Holdings As U.S. Reclassifies Drones 9/18/2025Cathie Wood, ARK Invest add these defense stocks, sell another, ...

BREAKING: Inflation Data Cements Rate Cut Expectations Tesla (TSLA) has rallied nearly 30% this month ahead of global third-quarter vehicle deliveries next month, with analysts handing the EV giant a slew of price-target hikes in recent weeks. On Friday, a Tesla stock super bull said he sees 40% upside based almost entirely on the company's robotaxi rollout. Wedbush Securities analyst Dan Ives, a long-time Tesla bull, on… Related news PCE Inflation Data In Line, Bolsters Fed Rate Cut Outlook (Live Coverage) ...

A surprisingly strong U.S. jobs report thrusted financial markets this week, sending the dollar flying while Bitcoin tumbled below $111,000. Initial jobless claims dropped by 14,000 to 218,000 in the third week of September, marking a two-month low, while Q2 GDP growth was revised upward to 3.8% from 3.3%. The upbeat economic data lifted the U.S. Dollar Index (DXY) to a three-week high, rising 0.3% on the day, but weighed heavily on risk assets, with Bitcoin now testing support near $111,000. Economic S ...

Lou Whiteman: I'm a terrible person to ask this because it's so boring, Rick. Not because I'm brilliant, not because I don't have terrible mistakes, but rather I don't tend to dabble in the early stage companies that get these great explosions later higher. I assure you, if I would have owned Amazon or if I would have owned Tesla back in the day, I would have sold them, and I would have regretted them now. But I do have a lot of regrets, and I do think there's a lesson there because I share a theme. Two rea ...

What’s going on with Powell Speech Today? As the dust settles from FOMC, Federal Reserve Chair Jerome Powell’s speech today at the Greater Providence Chamber of Commerce has become the defining market catalyst of the week. Scheduled for 12:35 p.m. ET, Powell’s remarks come just six days after the Fed’s first rate cut of 2025 and at a moment when global markets, from U.S. Treasuries to Bitcoin prices, are searching for clarity amid widespread expectations of sustained rate cut decisions in 2025. (Source – ...