Latest news with #JoshLipton
Yahoo
3 hours ago
- Business
- Yahoo
Palo Alto & CyberArk, Corning Q2 beat, Sphere price target
Market Domination host Josh Lipton tracks the latest market movers and stocks in this Market Minute. Palo Alto Networks (PANW) is reportedly in talks to acquire CyberArk (CYBR) in a deal that could exceed $20 billion, according to The Wall Street Journal. Corning (GLW) stock is jumping after the company topped second quarter earnings and issued upbeat third quarter guidance. Sphere Entertainment (SPHR) stock gains after Goldman Sachs raised its price target, citing the company's new partnership with Abu Dhabi's Department of Culture and Tourism as a potential catalyst. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute. It's time for Yahoo! Finance's market minute. Palo Alto Networks reportedly has its sights set on acquiring CyberArk software. According to the Wall Street Journal, a deal could value CyberArk at more than $20 billion, and Palo Alto could finalize a deal for the firm as soon as later this week. Communications equipment company Corning reporting a beat on sales and earnings for the second quarter. Looking ahead, the company is also providing a better-than-expected outlook for the third quarter. JP Morgan noting that guidance should reinforce investor confidence and earnings upside opportunity in the second half of 2025. And Sphere Entertainment getting a lift, Goldman Sachs from raising its price target on that stock while reiterating its buy rating. Goldman noting that Sphere's agreement with the Abu Dhabi Department of Culture and Tourism should act as a catalyst. And that's your Yahoo! Finance market minute. For more on what's trending on Yahoo! Finance, scan the QR code below to track the best and worst performing stocks of the session. Related Videos How is the Dow calculated? Here's a breakdown. Market is seeing 'pockets of speculation,' not 'excessive' froth Berkshire trims VeriSign stake, Novo Nordisk craters, PayPal falls Market's 'fuel' for further P/E expansion is 'nearing empty' 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
a day ago
- Business
- Yahoo
Why YouTube is the most valuable company in TV today
Needham & Company senior media and internet analyst Laura Martin joins Market Domination with Josh Lipton to discuss the importance of YouTube's streaming dominance to the overall Alphabet (GOOG, GOOGL) empire. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. You mentioned YouTube there, Laura. Um, you know, we talked about Netflix a lot on the show, and for a very good reason. I'll tell you that my house, though, Laura, from my six-year-old, YouTube all the time. Dedicated YouTube fan. You call YouTube here the most valuable company in TV today. Talk us through that. Right. So we value YouTube every single quarter, and we think it's worth a third of the overall Google empire. We would love to have regulators spin it off, or have Google spin off even a part of it because there are many people who own Netflix today, or Disney, or Paramount who would like to own YouTube because YouTube is 12% of all streaming, and Netflix is seven. And Netflix is the second biggest competitor. So, like people would love an option to not own Netflix and to own something larger, which is YouTube, but they aren't willing to buy the search risk because they're media investors. They aren't willing to buy the search risk that search gets replaced by generative AI. Right? So, we really think there's a lot of upside if YouTube was separately tradable from the Google parent, which is threatened by AI. YouTube only benefits from generative AI. Related Videos YouTube vs Netflix: User-led 'open' platforms rise in popularity Healthcare stocks: Buy Stryker, pass on UnitedHealth 3 reasons investors in this stock are 'poised to win' Strategist's two stocks to buy (and one to skip) Sign in to access your portfolio
Yahoo
3 days ago
- Business
- Yahoo
Why Google should 'walk away' from Waymo
Needham & Company senior media and internet analyst Laura Martin joins Market Domination with Josh Lipton to explain why Alphabet (GOOG, GOOGL) should ditch Waymo and focus on generative artificial intelligence (AI) instead. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. Related videos The £70bn pension tax raid Reeves may not be able to resist 10 shares I wouldn't want to hold in a stock market crash After falling 16% in a day, this stock's on my list of shares to buy in August This FTSE 250 trust is easily beating the global index in 2025. Time to buy? Sign in to access your portfolio
Yahoo
4 days ago
- Business
- Yahoo
Mag 7 earnings, Fed meeting, PCE, jobs report: What to Watch
Market Domination Overtime host Josh Lipton goes over the biggest stories for investors to watch next week, starting Tuesday, July 29. Plenty of fresh earnings reports are on tap, with results posted from UnitedHealth (UNH) and Starbucks (SBUX) on Tuesday, Microsoft (MSFT) and Meta (META) on Wednesday, and Apple (AAPL) and Amazon (AMZN) on Thursday, among others. The Federal Reserve's July meeting kicks off on Tuesday and concludes on Wednesday with the FOMC's interest rate decision. Tune in to Yahoo Finance at 2 p.m. on Wednesday, July 30 for coverage of the event. June Personal Consumption Expenditures (PCE) data will be published on Thursday morning, and the July Jobs Report will be published on Friday morning. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here. Related videos The £70bn pension tax raid Reeves may not be able to resist NS&I 'bucks trend' by launching one-year bonds with higher rates Billionaire Bill Ackman has over 20% of his FTSE 100 fund in this one stock The inheritance tax rule that could cut your bill to £0 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
4 days ago
- Business
- Yahoo
Why consumer stocks are falling out of favor on Wall Street
Consumer-facing stocks are losing favor as investors grow cautious about lower-income spending. Yahoo Finance Senior Reporter Allie Canal joins Market Domination Overtime with Josh Lipton to discuss how earnings are showing a split between lower- and higher-income consumer trends. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here. Consumer facing stocks are falling out of favor with US investors. Senior reporter Allie Canal joins us now with the Yahoo Finance Investor playbook. Allie. Hi, Josh. Yeah, Wall Street seems to be growing a bit more cautious on the consumer, especially lower income Americans, and that bifurcation, it's showing up in this week's earnings. So earlier this week we saw Chipotle shares fall double digits after the company cut its full year outlook. Hilton dropped on weak US room revenue. Hasbro flagged ongoing pricing sensitivities, and even American Airlines and Southwest, both those airliners warning on soft domestic travel. Now, excluding the airlines, many of these names fall under the consumer discretionary sector. And despite the S&P 500 trading at record highs, up around 10% on the year, consumer discretionary is barely positive. That actually makes this sector one of the worst performers in 2025. And then on the flip side, you have companies catering to wealthier households, like J.P. Morgan and Amex. They're holding up much better in this environment, and to that point, we've seen sectors like financials, industrials, communication services, technology, those sectors continue to outperform. We heard from Bank of America, which said that their survey data showed that industrials and financials, that actually drew the largest inflows last week, underscoring some of that investor appetite when it comes to these cyclical names with strong earnings momentum. And then what was the biggest outflow? That was consumer discretionary. So we're seeing this trade play out in real time. We talked to a few strategists about this bifurcation. Here's a little bit more of what they told us. I still think that we have a bit of a K-shaped economy. Uh maybe that's another similarity, like the meme stocks being all the rage again to what was happening in 2020, 2021, where you had this bifurcation. I think that we're having we have a bifurcated, uh, economy right now. Haves and have nots, both at the consumer level and at the stock level. The divergence between higher income and middle income and higher and lower income consumers is significant. That is what we're seeing in a very, very nuanced consumer market. This is a hyperpromotional environment to get people, especially lower income and lower middle income consumers to spend money, you have to be out promoting, you have to be out with deals. Yeah, so it's really interesting to see how this is playing out this earnings season, and the takeaway here is really that caution is rising around those lower income spenders, and until there's a bit more clarity on household demand, we may continue to see investors rotate into some of these higher income plays, at least for now, Josh.
