Why Nvidia, Google, and Uber still control the market

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Welcome to Stocks and Translation, Yahoo Finance’s video podcast that cuts through the market mayhem, the noisy numbers, and the hyperbole to give you the information you need to make the right trade for your portfolio. I’m Jared Flicky, your host, and with me is Yahoo Finance senior reporter Ali Cannell, who’s here to connect the dots and to be that bridge between Wall Street and Main Street.Today we’ve got a Wall Street money manager in the lineup and we’re gonna look at the AI and tech trade along with the comeback kid this quarter, that would be healthcare stocks, and we’re gonna throw in some mobility and aerospace and defense picks for good measure. Our word of the day is monopoly, not just a board game, it’s the ultimate expression of a business mode, and our guest addresses this kind of domination for a living, so we will dig into it.And today’s market show and tell is all about operating leverage. How do we find the companies that are best able to turn new sales into higher profits and higher stock prices? We tackle that with Uber as our guinea pig, and this episode is brought to you by the number of 4.4%. That’s the US unemployment rate, a four-year high, but quite a bit lower than the pre-pandemic average. Can record fiscal deficits keep the the US economy out of recession in 2026?And today we are welcoming David Miller, who is the co-founder, chief investment officer, and senior portfolio manager at Catalyst Funds and Rational Funds,…