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Morning Brief

by Yahoo Finance

Chart positions today · Philippines

Not on the Philippines charts we track today.

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Latest episodes

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  • Stocks near highs, tech doubt lingers, consumer cracks show

    February 10, 2026 · 26 min

    US futures are mixed near record levels as investors weigh soft December retail sales against resilient earnings and rotation away from software. Attention turns to labor and inflation data for clarity on rates and growth. Rotation is…

  • Tech rebound fades, data risk looms, AI rotation questioned

    February 9, 2026 · 25 min

    US futures are lower after Friday’s rebound, with tech struggling to regain its footing following last week’s sharp software sell-off. Investors are bracing for a rescheduled jobs report on Wednesday and CPI on Friday, both key tests for…

  • AI selloff drives tech rotation, Amazon capex stuns, dollar pressure builds

    February 6, 2026 · 26 min

    US futures are modestly higher after a bruising week that saw nearly $1T wiped from software as AI disruption fears accelerated rotation. Investors are parsing hyperscaler spending, crypto volatility, and whether macro breadth can offset…

  • Tech capex shock, crypto slides, rotation debate

    February 5, 2026 · 23 min

    US futures point lower, led by tech, after Alphabet warned of a sharp ramp in AI spending. Investors are weighing whether massive capital expenditures signal durable growth or margin pressure, with Amazon earnings next as the key…

  • Tech-led selloff lingers, AI fears resurface, earnings reset expectations

    February 4, 2026 · 24 min

    U.S. stock futures are mixed after a sharp software-driven selloff, as renewed concern over AI disruption weighs on sentiment. Investors are watching big tech earnings after the close and parsing whether the AI trade is recalibrating…

  • Commodities whip, AI capex pressure, earnings spotlight

    February 2, 2026 · 25 min

    US futures are mixed ahead of the open, with commodities driving volatility. Silver rebounded after a 30% rout on Friday, oil slid over 4% on signals of geopolitical deescalation, and investors are bracing for earnings and AI capital…

  • Earnings deluge, AI capex shock, gold surge

    January 29, 2026 · 25 min

    U.S. futures tilt higher as earnings season accelerates, with investor focus squarely on AI spending and rate policy. Dow and S&P futures edge up while Nasdaq lags, and gold trades above $5,500 as geopolitical and fiscal concerns persist…

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About the show

Welcome to Yahoo Finance's flagship show, the Morning Brief. It's your ultimate guide to making smarter decisions for your portfolio. Our hosts track early session volume while bringing you today's top market themes and elevating Yahoo Finance’s most popular newsletter.