Boeing talks, Disney succession, gold rally: Morning Brief

All three major market indexes (^DJI, ^IXIC, ^GSPC) open lower to start the week, while Treasury yields (^TYX, ^TNX, ^FVX) edge higher. Madison Mills and Seana Smith sit down with top Wall Street experts on the Morning Brief to break down the top stories affecting the market.

Tesla (TSLA) kicks off earnings season for the Magnificent Seven on Wednesday. Tematica Research CIO Chris Versace shares his market outlook and his perspective on the impact of third quarter earnings season.

Boeing (BA) has reached a tentative agreement with the International Association of Machinists (IMA) union this morning, which could end the five-week-long strike. Citi managing director of aerospace and defense lead analyst Jason Gursky breaks down the news and what it means for Boeing investors, while also providing his earnings expectations for defense stocks..

Disney (DIS) announced it will name CEO Bob Iger's replacement in early 2026.

Activist investors drove interest in Kenvue (KVUE) and Southwest Airlines (LUV) stocks: Starboard Value has reportedly taken a "sizable stake" in Kenvue (KVUE), the consumer health product brand spun off from Johnson & Johnson (JNJ), while Southwest Airlines is reportedly in talks with Elliott Management to avoid a proxy battle for the airline operator's board.

Charles Schwab chief investment strategist Liz Ann Sonders outlines her expectations for the market amid the third quarter earnings season and ongoing uncertainties.

Gold (GC=F) may rally beyond its record high by year-end, Blue Line Futures chief market strategist Phil Streible tells Yahoo Finance.

This post was written by Naomi Buchanan.

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