Morning Brief
Stocks waver, Fed shake-up looms, Disney and AI names in focus
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Show notes
US stocks are mixed as investors weigh weaker economic data, Trump’s tariff threats, and the latest corporate earnings. Despite upbeat guidance, AMD (AMD) slips after saying its return to China is uncertain. Disney (DIS) beats estimates and strikes major NFL and WWE deals but trades lower on muted guidance. President Trump will soon appoint a new Fed governor as investors watch for clues on monetary policy. Apple (AAPL) pledges $100 billion in new US investment to sidestep tariffs. Novo Nordisk (NVO), Super Micro (SMCI), and Shopify (SHOP) are among today’s trending tickers.
Takeaways:
Stocks mixed as economic and tariff worries linger, Fed shake-up in focus
AMD falls on China uncertainty, Disney beats on earnings but slips on outlook
Disney strikes NFL and WWE deals, Apple commits $100B to US production
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