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At close: January 3 at 3:48:02 PM GMT+1

AI watch: As his presidency winds down, Joe Biden aims to preserve the US lead over China

President Joe Biden’s final days in office were all about cementing the United States’ well established lead over China in the market for artificial intelligence.

Yahoo Finance 5 minutes ago

NVDA

TSM

TSMWF
TSMC shouldn't be impacted by US chip curbs: Analyst on earnings

Taiwan Semiconductor Manufacturing Company (TSM) shares were getting a lift higher in Thursday's pre-market trading — the chip stock holding onto morning gains after the market open — after reporting fourth quarter earnings results, which saw record quarterly profits that climbed 57%. The AI semiconductor landscape could face even bigger challenges, as outgoing President Biden prepares to lay out possible new regulations on TSMC chips. Nvidia (NVDA) CEO Jensen Huang has criticized Biden's latest round of export controls on chips, with the company calling the administration's efforts "unprecedented and misguided." To talk more about the semiconductor manufacturer's latest earnings print, Wedbush Securities managing director Matt Bryson sits down with the Morning Brief team "Taiwan Semi is in a good place, not just for 2025, but 2026, 2027 and beyond. A lot of that has to do with them being the only supplier of these advanced semiconductors," Bryson tells Seana Smith and Brad Smith. "They went from being competitive with Samsung (005930.KS) or Intel (INTC) to effectively being in a monopolistic position in terms of year over year versus sequential." The equity research analyst, who covers the enterprise hardware sector, believes that any chip curbs issued by US regulators may not have much of an impact on TSMC, which operates at a broader global scale than most chipmakers. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Luke Carberry Mogan.

Yahoo Finance Video 1 hour ago

TSM

TSMWF
UnitedHealth misses Q4 revenue forecast, medical cost challenges

UnitedHealth Group (UNH) reported weaker-than-expected fourth quarter revenue due to weakness in its health insurance unit and soaring medical costs. Morning Brief hosts Brad Smith and Seana Smith discuss the company’s underperformance, while also citing challenges it has faced in the wake of UnitedHealthcare CEO Brian Thompson's assassination on December 4, 2024; the stock price has fallen by nearly $100 since then. Despite this, UnitedHealth remains committed to bettering healthcare accessibility and anticipates growth in 2025. Follow Yahoo Finance's recent reporting on the US healthcare system and the health insurance industry's reaction to Thompson's killing: The healthcare 'barriers' that made this fmr. insurance exec. walk awayBipartisan lawmakers appear 'aligned' on PBM, insurance reformHealthcare concerns rise as insurers deny patient claimsUnitedHealth Group CEO calls healthcare system 'flawed' in NYT letterHealth insurance industry 'laying low' in aftermath of UnitedHealthcare CEO shootingUS has a 'sickcare system,' not a healthcare system: Anomaly CEOHow to fix the health insurance industry everybody seems to hateUnitedHealthcare exec shooting is 'a wake-up call for the industry': Oscar Health CEOUS healthcare industry 'is now broken,' Oscar Health CEO explains To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Josh Lynch

Yahoo Finance Video 1 hour ago

UNH
Bank of America and Morgan Stanley cement a Wall Street revival

Fourth-quarter profits at Bank of America and Morgan Stanley more than doubled as both benefitted from a Wall Street dealmaking revival that also lifted results at their rivals.

Yahoo Finance 5 hours ago

C

WFC

JPM
Short-selling firm Hindenburg Research is closing up shop

One of the stock market's most prominent short sellers is shutting down and planning to reveal its methods after the firm disbands.

Yahoo Finance 19 hours ago

SMCI

ADANIENT.NS

IEP
CPI steady at 2.9%, Fed could pause interest rate hikes

The US Bureau of Labor Statistics reported that December’s CPI remained steady at 2.9% year over year, while core CPI — excluding food and energy — came in at 3.2% annually, which was less than expected. Aditya Bhave, senior US economist at Bank of America (BAC) Securities, joins Market Domination to discuss the impact of this data, noting that while it’s positive, the Federal Reserve "is going to be on hold moving forward." "What this report does, and it is undoubtedly good news ... it trims the tail risks of a hike," Bhave explains. "We have not been in the re-acceleration camp; we've been in the sticky inflation camp." Bhave emphasizes the importance of quarter one data and admits he feels "comfortable" with inflation being stuck around 2.5%, noting that it's where the Fed says "we’ll be at the end of this year as well." Additionally, Bhave notes that he doesn't see interest rate cuts unless inflation decreases faster, particularly in rents and owners' equivalent rent (OER). To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Josh Lynch

Yahoo Finance Video 19 hours ago

BAC
TSMC's Q4 Blowout: 57% Profit Surge and Strong 2025 Outlook Lift Shares

TSMC crushes earnings expectations with record profits, strong chip demand, and promising outlook for 2025.

GuruFocus.com 10 minutes ago

TSM
Top Midday Stories: UnitedHealth Revenue Misses Estimates; Morgan Stanley, Bank of America Report Earnings Beats

The Nasdaq was down while the S&P 500 and the Dow Jones Industrial Average were little changed aroun

PREMIUM
MT Newswires 22 minutes ago

MS-PQ

UNH

INFY
Nvidia Just Made a Huge AI Chip Shift--And It Could Shake Up the Entire Industry

The AI giant is ditching one packaging tech for another, and TSMC's revenue could take a hit.

GuruFocus.com 32 minutes ago

NVDA

TSM
UnitedHealth Just Tanked 4.6% This Morning--Is This a Buying Opportunity or a Red Flag?

Medical Costs Surge, Investors Panic--But Is Wall Street Overreacting?

GuruFocus.com 41 minutes ago

UNH
UnitedHealth Patient Care Costs, Revenue Disappoint Street

(Bloomberg) -- UnitedHealth Group Inc. shares fell after elevated medical costs persisted in the fourth quarter and revenue missed estimates.Most Read from BloombergThese Homes Withstood the LA Fires. Architects Explain WhyChicago Agency Pitches $1.5 Billion Plan to Fix Transit WoesChurches, Cinemas — and Moon Artifacts — Top List of Endangered MonumentsAs E-Bikes Boom in NYC, Some Call for More RegulationsNYPD Reforms Car Chase Policy Amid Rising Crashes, InjuriesThe biggest US health insurer’s

Bloomberg 50 minutes ago

UNH
UnitedHealth Group CEO: US health care needs to be ‘less confusing, less complex and less costly’

In its first results since its insurance unit CEO was fatally shot in New York City, UnitedHealth Group reported Thursday weaker-than-expected fourth-quarter revenue, prompting its shares to fall in early morning trading despite quarterly profit beating projections.

CNN Business 59 minutes ago

UNH
Symbotic Surges 20% on Walmart Deal--Unlocking a $5 Billion Potential Backlog

Walmart is betting big on Symbotic's AI-powered robotics, fueling a massive stock surge and reshaping the future of retail automation.

GuruFocus.com 1 hour ago

SYM

WMT
Bank of America Beats Fourth-Quarter Views as Investment Banking Fees Surge 44%

Bank of America (BAC) reported stronger-than-expected growth in fourth-quarter results as investment

PREMIUM
MT Newswires 1 hour ago

BAC
Why Are FTAI Aviation (FTAI) Shares Soaring Today

Shares of aircraft leasing company FTAI Aviation (NASDAQ:FTAI) jumped 8.2% in the pre-market session after the company responded to Muddy Waters's short report, saying that it "...believes that the recent report by Muddy Waters is an attempt to profit at the expense of FTAI's shareholders by manipulating the company's stock price. We strongly disagree with the assertions made by this notorious short-seller, several of which are sourced to a single, anonymous individual who is described only as '

StockStory 1 hour ago

FTAI
FTAI Stock Bounces Back From Short-Seller Report

Shares of aerospace aftermarket-services firm FTAI dove Wednesday after a negative report from a short seller.

Barrons.com 1 hour ago

FTAI
9 of the 10 Largest Companies in the World Are Making Big Moves Into AI. Here's Why Investors Should Pay Attention.

Artificial intelligence (AI) is driving the highest gains in the market, and several of the largest companies in the world today by market cap are only there because of AI. In fact, the five most valuable companies in the world are all making major inroads into AI, and the only one in the top 10 that's not is oil company Saudi Aramco.

Motley Fool 1 hour ago

AAPL
On The Hunt For Magnificent Earnings Growth? Check These 7 Stocks.

None of our picks is Nvidia or Amazon or Tesla. Investors may wish to widen the aperture to find the best stocks for outsize earnings growth.

Investor's Business Daily 1 hour ago

TGI

GE

^GSPC
TSMC stock rises 5% as AI chip demand drives record net profit

Taiwan Semiconductor Manufacturing Company’s (TSM) U.S.-listed shares rose by more than 6% at the market open on Thursday morning.

Quartz 1 hour ago

TSM
Why UnitedHealth (UNH) Stock Is Retreating This Morning

Health insurer UnitedHealth (UNH) is sinking 4% today after the company reported lower-than-expected fourth-quarter revenue this morning. Moreover, the company’s medical costs rose significantly faster than the premiums which it received. More About UNH’s Q4 Results The company’s Q4 sales climbed 6.4% versus the same period a year earlier to $100.8 billion, but that was […]

Insider Monkey 1 hour ago

UNH

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Related News

AI watch: As his presidency winds down, Joe Biden aims to preserve the US lead over China

TSMC shouldn't be impacted by US chip curbs: Analyst on earnings

UnitedHealth misses Q4 revenue forecast, medical cost challenges

Bank of America and Morgan Stanley cement a Wall Street revival

Short-selling firm Hindenburg Research is closing up shop

CPI steady at 2.9%, Fed could pause interest rate hikes

TSMC's Q4 Blowout: 57% Profit Surge and Strong 2025 Outlook Lift Shares

Top Midday Stories: UnitedHealth Revenue Misses Estimates; Morgan Stanley, Bank of America Report Earnings Beats

Nvidia Just Made a Huge AI Chip Shift--And It Could Shake Up the Entire Industry

UnitedHealth Just Tanked 4.6% This Morning--Is This a Buying Opportunity or a Red Flag?

UnitedHealth Patient Care Costs, Revenue Disappoint Street

UnitedHealth Group CEO: US health care needs to be ‘less confusing, less complex and less costly’

Symbotic Surges 20% on Walmart Deal--Unlocking a $5 Billion Potential Backlog

Bank of America Beats Fourth-Quarter Views as Investment Banking Fees Surge 44%

Why Are FTAI Aviation (FTAI) Shares Soaring Today

FTAI Stock Bounces Back From Short-Seller Report

9 of the 10 Largest Companies in the World Are Making Big Moves Into AI. Here's Why Investors Should Pay Attention.

On The Hunt For Magnificent Earnings Growth? Check These 7 Stocks.

TSMC stock rises 5% as AI chip demand drives record net profit

Why UnitedHealth (UNH) Stock Is Retreating This Morning