Latest news with #TheMorningBrief
Time of India
21 hours ago
- General
- Time of India
Morning Brief Podcast: Air India: Reboot or Relapse?
Seconds after taking off from Ahmedabad en route to London, Air India flight AI171 crashed, killing 241 of 242 people onboard, marking India's worst aviation disaster in over a this episode of The Morning Brief, host Anirban Chowdhury speaks with safety and flight ops expert Amit Singh, founder of Safety Matters Foundation as well as ET's aviation experts Forum Gandhi and Arindam Majumder, to unpack the tragedy that has shaken the foundations of India's aviation the black b ...Read More ox recovered and investigations underway, the episode explores what is known so far, the hard questions around airline accountability, and whether lapses in safety protocols played a role. ...Read Less
Yahoo
4 days ago
- Business
- Yahoo
Stock futures rise, Fed decision, Nippon-US Steel deal: 3 Things
Stock futures (ES=F, NQ=F, YM=F) are rising as tensions between Israel and Iran continue to rise. The key thing for investors this week will be the Federal Reserve's decision on interest rates, which will be announced on Wednesday. The Fed is just one of several central banks announcing decisions this week. President Trump has signed off on the deal for Nippon Steel (5401.T) to acquire US Steel (X). To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. Welcome to Yahoo Finance's flagship show, The Morning Brief. I'm Brad Smith. Let's get to the three things that you need to know today. First up, futures pointing to a higher open, the risk off trade reversing as oil prices pair some gains here. Overnight, WTI crude traded above $77 a barrel. Investors keeping a close eye on the escalating missile attacks between Israel and Iran, which are now in their fourth day. Both sides widening their attacks overnight. Israel saying it has now taken control of the airspace above Tehran and the western part of Iran. Meantime, Tehran striking an oil refinery and damaged part of the power grid. While tensions rise in the Middle East, G7 leaders, they are set to meet this week in Canada, where issues from geopolitical tensions to trade and the global economy will be at the forefront. The meetings this week come amid a busy week for central banks around the world. Central banks in Japan, several European countries, and the US, all holding meetings, and the Federal Reserve decision is Wednesday, and investors are going to be watching closely for the latest economic projections when the dot plot is released. And the deal between US Steel and Nippon Steel finally approved, President Trump giving the green light over the weekend, and the US government will have extraordinary power over the company thanks to a golden share. A New York Times report says that the government will have veto power over important decisions that the company makes and sway over the company's board of directors. US Steel shares are rising right now by 5% on the news. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Time of India
13-06-2025
- Automotive
- Time of India
Morning Brief Podcast: India's Rare Earth Reckoning
Morning Brief Podcast (ET Online) India's Rare Earth Reckoning Anirban Chowdhury | 24:31 Min | June 13, 2025, 6:16 AM IST LISTEN 24:31 LISTENING... As rare earth shortages disrupt global manufacturing, India's auto sector is feeling the crunch. In this episode of The Morning Brief, hosts Anirban Chowdhury and Shally Seth Mohile speak with Ankit Somani (Co-founder, Conifer), Hemal Thakkar (Senior Practice Leader and Director, Crisil Intelligence), and Vinnie Mehta (Director General, ACMA) to unpack how China's tightening grip on rare earth exports is sending shockwaves through India's auto sector. With restrictions on critical elements and magnets used in EVs, defense, and electronics, Indian supply chains are earth magnets up to 15 times stronger than steel magnets and power everything from regenerative braking and sensors to infotainment and battery systems. Yet despite having the world's fifth-largest reserves, India lacks the refining capacity, magnet-making infrastructure, and policy clarity to compete. The result? Deepening dependence on China, which controls more than 85% of global export approvals get entangled in a multi-agency licensing maze, Indian manufacturers are scrambling to respond from redesigning tech to lobbying for domestic capacity. This episode explores whether India can future-proof its clean-tech ambitions or stay magnetized to global risk.
Yahoo
04-06-2025
- Business
- Yahoo
ADP jobs data, US-China talks, Nvidia market cap: 3 Things
US stock futures (ES=F, NQ=F, YM=F) are just below their flatline after ADP payroll data showed private sector hiring slowing in May, coming out below estimates. President Trump cited this data print as a new reason for Federal Reserve Chair Jerome Powell to cut interest rates. In another social media post, President Trump claimed it has been very difficult to reach a trade deal with Chinese President Xi Jinping. This comes as the Trump administration has rolled out new 50% tariffs on steel and aluminum imports. Nvidia (NVDA) shares have rallied and soared higher, the chip company surpassing Microsoft (MSFT) in total market cap and reclaiming its title as the world's most valuable company. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. Welcome to Yahoo Finance's flagship show, The Morning Brief, I'm Brad Smith, alongside Madison Mills. Let's get to the three things that you need to know today. First up, US stock futures off session highs this morning as ADP employment data show hiring decelerated to the slowest pace in two years. Private sector payrolls increased by just 37,000 last month, lower than all estimates in a Bloomberg survey of economists. That marked the second month in a row where the figures fell below expectations. The president was quick to react on social media, saying the Federal Reserve needs to lower interest rates, quote, now. Plus, President Trump also saying it is, quote, extremely hard to make a deal with his Chinese counterpart, Xi Jinping, at a time when the White House has been suggesting that the two leaders could talk this week amid rising trade tensions. The commentary comes after the president signed an order raising steel and aluminum tariffs to 50% from 25%. So, that's effective today and the move is seen as increasing trade tensions ahead of a July 9th deadline for negotiations with trading partners. And Nvidia regaining its title as the world's most valuable company. Shares have staged a more than $1 trillion rebound in two months. Investors are betting that the rally has more room to run. The stock has rallied more than 45% since an April low, pushing Nvidia's market value to $3.4 trillion. That beats out its big tech peers in the space like Apple and Microsoft, which is now the world's largest, second largest company by market value. Earnings from the chip giant last week easing investor concerns over the sale of chips to China, as well as the outlook for artificial intelligence spending. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
04-06-2025
- Business
- Yahoo
Nvidia: The 3 types of companies in 'rapidly evolving' AI industry
After rallying by more than $1 trillion over the past two months, Nvidia's (NVDA) market cap has soared to $3.45 trillion to reclaim its title as the world's most valuable company from Microsoft (MSFT). Gabelli Funds portfolio manager John Belton comes on The Morning Brief to discuss the types of companies engaging the most in the "rapidly evolving" AI landscape and the new use cases that continue to emerge for artificial intelligence. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. It video reclaimed its title as the world's most valuable company on Tuesday from fellow Magnificent Seven Microsoft and shares of the chip maker Rose roughly 3% during the trading day, boosting the company's market cap to $3.45 trillion. Joining us now to discuss this milestone and re-achieving this milestone, what it means for the tech trade, we've got John Belton, who is the Gabelli funds portfolio manager here. John, good to have you here with us this morning. Thanks for taking the time. Just the significance of video once again being the most valuable publicly traded company here. Yeah, I'm not sure I'd read too far into that. That's not, it's not really, uh, you know, my part of my framework, but I do think very clearly, um, the AI adoption cycle, AI usage, and on a related note, the AI investment cycle, um, clearly remains in a very strong phase. I think we are seeing serious inflection in adoption of, of major AI services and along with that comes the need for more AI infrastructure. So I think a company like Nvidia, a company like Microsoft, those are stocks that had lagged for most of the last, call it six months. They were probably due for a rebound given the fundamentals behind the AI industry remain so strong. So if the AI industry remains strong, how do we think about who the potential tech winners and losers of that might be? Because before when tech has been disruptive, it's been to an industry like retail with e-commerce, for example. But now the AI tech could be disruptive to the tech companies who may not all be winners here. How are you thinking about that? Right. I mean, I think there's very broadly three types of companies that are participating in this industry today. And this is a very rapidly evolving industry, but you have chip companies, semiconductor companies, server companies, the companies that are providing the computing infrastructure on one layer. Then you have companies that are coming together to provide the physical infrastructure, so the data centers that are housing the computing infrastructure. And then at the top, you have companies that are building applications and end user facing services that are making use of all the technology. So I think right now what's become very clear is the appetite for AI compute and AI infrastructure is extremely strong. And I think there's, that will continue for at least the next couple years. What's a little bit less clear is at the application layer, who are the winners and losers going to be? What are the new use cases going to be? And I think beyond the early use cases of chatbots and, and, you know, digital media and, you know, cloud infrastructure services, there's a few exciting potential newer use cases like agent software, autonomous driving, um, some use cases in healthcare, but that's going to take longer to play out. Yeah. Since you bring up the application layer, it makes me think about Amazon and their approach with Bedrock to offering a significant amount of options to customers as opposed to really hyper betting on one specific model the way Microsoft has with OpenAI. How do you rate Amazon's strategy in the AI race? Well, I think first and foremost, Amazon's doing a lot with AI to bolster their core e-commerce business. They're doing more with offering generative AI to their advertisers to create ads that can be shown on their platform. They're doing more with, um, using AI to place the right products in front of the right people. And then they're starting to use more AI in their fulfillment centers, um, introduce more robotics and, and do more with automation, which is helping their margins. They're also using it clearly, as you referenced, on the AWS side of their business as sort of an infrastructure provider to third parties. So I think they have a business that lends itself very well to AI naturally. In terms of building their own software applications, I think one of the beauties of being of the cloud infrastructure model is you can let specialists, third party specialists build those on your platform and participate in those economics as well. So that's more where I see things progressing for Amazon, specifically when it comes to building AI software applications. Fehler beim Abrufen der Daten Melden Sie sich an, um Ihr Portfolio aufzurufen. Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten
