Latest news with #TheMorningBrief
Time of India
26-06-2025
- Politics
- Time of India
Iran-Israel conflict: The Conflict that Just Doesn't End
Morning Brief Podcast | Iran-Israel conflict (ET Online) The Conflict that Just Doesn't End Anirban Chowdhury | 15:54 Min | June 26, 2025, 7:29 AM IST LISTEN 15:54 LISTENING... What happens when long-simmering tensions between two regional powers erupt into a flashpoint for global concern? In this episode of The Morning Brief, host Anirban Chowdhury is joined by Barbara Slavin, distinguished fellow at the Stimson Centre to unpack the fragile but ferocious dynamic between Iran and Israel. Framed by the October 7th Hamas attacks and the Gaza War, the conversation traces the deeper history of Iran's relationship with Israel and the rise of the so-called Axis of Resistance. From regime stability in Tehran to nuclear ambitions, Barbara offers insight into whether this conflict marks a shift in Iran's regional strategy or simply a episode also probes the role of the United States, questioning why it acts as a combatant rather than a mediator and whether its long-standing 'maximum deterrence' doctrine still holds water. Is there still hope for peace?
Yahoo
25-06-2025
- Business
- Yahoo
S&P 500 nears record, Powell testimony, Nvidia meeting: 3 Things
Here are three of the top stories Wall Street is watching on Wednesday, June 25. The S&P 500 (^GSPC) is within striking distance of an all-time high. Federal Reserve Chairman Jerome Powell will be returning to Capitol Hill to testify before the Senate Banking Committee. One stock in focus is Nvidia (NVDA), which holds its annual shareholder meeting today. 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 from Brad Smith. Let's get to the three things that you need to know today. First up, US stock futures little changed today as the S&P 500 trades just within points of its all-time high. Meanwhile, tech stocks are leading the charge as the Nasdaq 100 closes out at a fresh record. But the higher stocks go, the louder the concern that multiples are starting to look frothy becomes. The S&P 500 is currently trading at 22 times expected profits in the next 12 months. That's 35% above its long-term average, according to data compiled by Bloomberg. Plus, traders are awaiting a second day of testimony from Federal Reserve chair, Jerome Powell. The head of the Fed traded softly when he appeared before Congress on Tuesday, indicating the central bank is monitoring data before making any adjustments to its policy. Investors will be closely watching for any signs on the central bank's rate path ahead of its July meeting. And Nvidia's annual general meeting kicking off today. Shareholders will vote to re-elect the company's board at the event and will be watching an advisory vote on executive compensation. But no major fireworks are expected there. The meeting comes at a time when some on Wall Street are calling for the company to reach a $6 trillion valuation. That is the anticipation knocking around this morning. And analysts at Loop Capital note that Nvidia is at the front end of the next golden wave of Gen AI adoption and expect a material leg of stronger than anticipated demand.
Time of India
20-06-2025
- 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
16-06-2025
- 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.
