McDonald’s president on GLP-1s at their investor day today: “84% of households with GLP-1 users visit McDonald's. This is an opportunity. We do not need to win a new base of customers into McDonald's. Instead, we need to keep giving them more reasons to make McDonald's their first choice as their eating habits evolve. They want more protein, greater portion flexibility, and food that leaves them feeling satisfied without feeling like too much. Our menu already gives customers built-in choice. They can choose the protein, the portion, and the format that fits the moment, and we see that reflected in behavior. Households with GLP-1 users are increasingly choosing some of our strongest equities, including Chicken McNuggets, Filet-O-Fish, and Happy Meals that combine protein and portion flexibility. This trend extends beyond GLP-1 users, way beyond.” Real Question If you are taking a GLP-1 in an effort to live a healthier lifestyle, are you making a stop to McDonald’s in a given week for McNuggets, a Filet-O-Fish or a Happy Meal? Is this the type of protein you are ingesting while you invest in GLP-1s?

In one mouthful why Qualcomm is up 23% inside of a month: Snapdragon 8 Elite Extreme Gen 6. @YahooFinance tech editor @DanielHowley with the specs on this legit Apple A20 Pro chip rival:

It's been a rough year for McDonald's stock, and now the company's got to face investors in its own Chicago backyard. No word yet on whether CEO Chris Kempczinski will finally nail how to eat a burger, but @briansozzi says Kempczinski does need a real plan for value, simpler operations, and better food.

We've long argued for a balanced approach to AI regulation. One that keeps humans in control. Since 2023, @Microsoft has advocated for "safety brakes" or an “off switch" that keeps advanced AI systems under human control. And it should ensure that AI systems that control critical infrastructure and autonomous systems be run in secure cloud infrastructure with layered safeguards that provide additional intervention points as needed. Put simply, powerful AI systems should always remain under human control, including interruption, correction, and shutdown. This approach is tried and tested. In the 1850s, Elisha Otis’ demonstration of a safety brake at the World’s Fair helped earn the public’s trust – and made modern cities possible. We should adopt this principle for AI. If we do, AI can become a powerful tool for human progress. If we don't, a lack of public trust, not regulation, will become the limiting factor that slows AI adoption.

Apollo Global Management’s Chief Economist Torsten Slock says that there are four areas in the economy where affordability is becoming a major issue: 🎓 Education 🏡 Housing 🏥 Healthcare 🛢️ Energy

@YahooFinance @BrianSozzi A trillion-dollar market cap is a milestone, but the more interesting story is the turnaround that got AMD here. Lisa Su turned a company many had written off into a serious force in high-performance computing.

$AMD crossed the $1 trillion market cap threshold on Monday, and CEO Lisa Su is the driving force behind the company's key milestones. That's why she's the first inductee into @BrianSozzi's Wall of Titans. 🏆

🚨 @BrianSozzi: The Mag 7 is back! The stocks ripped higher on Monday after a bullish update on Meta’s new AI agent dubbed Muse, driving the Nasdaq to a new record high as a result. 📈 But Meta isn't the only reason for the group's resurgence. Cut through the noise with Brian Sozzi every day at 9 a.m. ET on Yahoo Finance.

$MCD is ice cold. 🥶 The company's investor day is on Wednesday, and @BrianSozzi says CEO Chris Kempczinski needs to explain how they'll tackle three big necessities: 💵 Get value back on the menu ☺️ Simplify operations across the board 🍟 Make higher-quality products

"Semis are back to trading at a 13% discount to the S&P 500. That's below the longer-run pre-AI average and marks the cheapest relative valuation in more than four years." @DualityResearch

🚨 Goldman Sachs’ just released their 12-month forecast: 📈 S&P 500: +13.7% 📊 Asia-Pacific stocks: +27.2% 🥇 Gold: +18.1% 📉 U.S. 10-year yield: 5.0% → 4.5% 🛢️ Brent crude: $104 → $78 Another way of stating their forecast: THE SHOW GOES ON.

An equestrian trainer in California had just finished working on a client’s horse when she says her golden retriever puppy decided to grab the lead rope.