D.R. Horton (DHI) exceeded Wall Street expectations for first quarter revenue and profit on Tuesday. Though, the company saw a slight drop in home sales, reporting net home sales to have decreased by over 1% year-over-year to just under 18,000 homes. Zelman & Associates managing director Alan Ratner joins Wealth to highlight the homebuilder's consistent outlook for 2025: "The [first] quarter itself was generally in line with expectations. If we kind of rewind three months ago, D.R. Horton, the largest builder in the country, came out with a pretty tepid outlook for [2025]." Ratner explains it was generally a “flattish volume outlook” and believes these factors may have “kind of set forth a sell off in the homebuilding stocks throughout most of the fourth quarter.” Ratner also stresses the importance of D.R. Horton and other homebuilders who seek to alleviate pricing pressures for homebuyers: “The number one thing they're focused on, regardless of what comes about from the Trump administration, is building affordable homes." He points to the Trump administration's tariffs and deportation policies that could hinder the industry's growth. To watch more expert insights and analysis on the latest market action, check out more Wealth here. This post was written by Josh Lynch

As President-elect Donald Trump's 2025 Inauguration ceremony is underway, many are taking note of the Silicon Valley personalities in attendance. Yahoo Finance host Rachelle Akuffo joins the program to acknowledge several of the Big Tech CEOs at Trump's swearing-in, including Tesla (TSLA) CEO Elon Musk, Amazon (AMZN) founder Jeff Bezos, Meta Platforms' (META) Mark Zuckerberg, Apple (AAPL) chief executive, and even TikTok president Shou Zi Chew. Ahead of the January 20 ceremony, Nvidia (NVDA) CEO Jensen Huang stated he will be out of the country but "look[s] forward to congratulating the Trump administration when they take office." Watch President Donald Trump's 2025 Inauguration ceremony, while staying up to date with all the market news and economic data covered by Yahoo Finance. This post was written by Luke Carberry Mogan.

Donald Trump enters office after a rip-roaring rally in stocks has brought the market to stretched valuation levels amid an uncertain policy path.

California Governor Gavin Newsom extends rent price-gouging protections as ongoing wildfires displace Californians. The Altman Brothers Team co-founder Josh Altman joins Wealth with Brad Smith to check in on the Southern California real estate market in the aftermath of the devastating blazes. Altman says the anti-price-gouging efforts may fall short: "Nothing's going to stop somebody from [price-gouging] in the long run. Yeah, of course, they may get in trouble. They may have been in a situation where they're going to have to pay back the difference of where they were listed at compared to where they are listed at now when the people move in. But the issue is you put a house on the market, and it's a good lease or an apartment, and it's a good lease, you're still going to get inundated with 50 lease applications." "These people are willing to pay for it at the moment because what is their other option? A lot of them have insurance that are paying for it, which is why the homeowner or landlord that is leasing out the house thinks that it's not a big deal because the insurance is paying for it, so it's yet to be seen," he adds. To watch more expert insights and analysis on the latest market action, check out more Wealth here. This post was written by Naomi Buchanan.

Investors may be overlooking the long-term growth opportunities of the healthcare sector. JPMorgan Asset Management global market strategist Stephanie Aliaga sits down with Seana Smith and Brad Smith on Morning Brief to discuss her bullish outlook for the health care sector (XLV). The strategist compares the healthcare sector's positioning to the financial sector's recent gains. "This week posted really strong reports, particularly in profitability. That's a part of the market on financials that is benefiting from a lot of the kind of macro tailwinds on deregulation, but also a soft landing," she says. "I think some similar things can be said for healthcare." "Healthcare is massively underperformed. I think a big theme for us this year when rebalancing portfolios is looking where expectations are relative to the kind of potential and earnings delivery expected," Aliaga says, adding that healthcare is an "industry that is ripe for innovation, ripe for M&A and partnerships this coming year." She notes that medtech and pharma are two particular areas in healthcare that are positioned to benefit "ahead of the upcoming patent cycle." With Trump returning to the White House, Aliaga notes that there is "a lot of uncertainty." The strategist adds, "I think there is absolutely bipartisan support for lowering the drug prices, but then you also have to balance that with the incentives that these companies have: to continue to push the bar forward when it comes to innovation." To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Naomi Buchanan.

Taiwan Semiconductor beats both earnings and revenue estimates on surging demand for advanced chips used in AI applications.

Wall Street expects that President-elect Donald Trump's pro-business administration may boost returns in sectors such as energy (XLE) and financials (XLF), but historical performance under both Trump and President Joe Biden tells a nuanced story. Yahoo Finance Market and Data Editor Jared Blikre joins Morning Brief to break down sector performances during each administration. He highlights strong tech growth under both presidents, the gains seen for industrial and financial stocks under Biden, and surprising shifts in energy which dropped under Trump but surged under Biden. Watch the video above to hear Blikre dive deeper into these themes and share his market expectations for 2025. 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

Boaz Weinstein, founder of Saba Capital Management, has a passion for arbitrage investing in closed-end funds. As he turns to similar vehicles in the U.K., investors should ask if it’s worth sticking around.

Utility provider Edison International (EIX) has been upgraded to Neutral from Sell by the team at Ladenburg Thalmann. Edison International's shares underwent a notable sell-off amid escalations in the wildfires that blazed through Southern California. Edison's subsidiary Southern California Edison (SCE) is reportedly under investigation by California fire authorities searching for potential link to the Los Angeles wildfires. Market Domination's Julie Hyman and Josh Lipton review the analyst commentary as EIX's stock gets a nearly 5% lift ahead of the closing bell. Follow along Yahoo Finance's recent coverage of the Southern California forest fires and its impact on various industries: California Edison parent's stock falls amid investigation, lawsuit over alleged role in LA wildfiresHow the LA wildfires may hit Big Bank earnings in 2025Utility, insurance stocks falling as California wildfires blazeWildfire recovery must address insurance: Rep. Mike Flood SouthernCalifornia fires spark insurance crisis, projected losses of $150BInsurance stocks tumble as LA blazes 'among the most costly wildfires' in California historyCalifornia homeowners insurance market tested as fires rageThe risk landscape for insurance in 2025: AXIS CEO talks coverageKey insurance advice amid Southern California wildfires To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Luke Carberry Mogan.

Affordability challenges persist for people looking to buy a home after the latest economic data showed housing inflation aligned with expectations. Southern Bancorp CEO Darrin Williams joins Wealth host Brad Smith to discuss how first-time and low-income homebuyers can navigate the challenging housing market. Williams outlines three tips for first-time homebuyers: "First of all, it's so important to know your credit score. Know what's on your credit report," he explains. "Then let's do our best to reduce debt ... to help you position yourself to be ready to really afford a home." Finally, he says, "Let's work with a professional, like our mortgage professionals here at Southern Bancorp, that can help you with researching programs to assist ... first-time homebuyers, a number of opportunities that you can take advantage of." For low-income individuals who are looking to buy a home, Williams notes, "Wealthy people have wealth advisers; well, low-wealth people also need wealth advisers." Watch the video above to learn about Williams' expectations for merger and acquisition (M&A) activity for regional banks. To watch more expert insights and analysis on the latest market action, check out more Wealth here. This post was written by Naomi Buchanan.