Afleveringen
-
And just like that, stocks are in a good mood again, even as the Trump trade war very much rages on and earnings from Apple (AAPL), Microsoft (MSFT), and Meta (META) could be mixed at best. The S&P 500 (^GSPC) has now notched its best six-day run since March 2022, posting a 7.81% gain. Interestingly, the latest gain means the index is now out of technical correction territory yet again. It now stands just 9.49% beneath its record high in mid-February and 1.94% below pre-"Liberation Day" levels. Investors appear to be overlooking a lot of evidence that the global economy is increasingly struggling. New data out of China on Wednesday suggests exports out of China have plunged. Demand for things like Coca-Cola (KO) soda and Tide detergent is getting worse, CEOs tell Yahoo Finance. Starbucks' (SBUX) latest earnings results show a brand dealing with economic pressures in its key US market. So how should investors play the confusing backdrop? Yahoo Finance executive editor Brian Sozzi talks to Ritholtz Wealth Management chief market strategist Callie Cox. Cox serves up doses of sharp perspective on the markets and explains the best possible game-plan for investors.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms
Learn more about your ad choices. Visit megaphone.fm/adchoices -
There are many days to celebrate various things nowadays, from the invention of the hot dog to pets. You can add one more to the list that is near and dear to the Yahoo Finance team: National Investing Day. Charles Schwab (SCHW) coined the term for May 1, which coincides with the 50th anniversary of the SEC eliminating fixed commission rates. This event marked a significant catalyst for the investing industry as it democratized trading for retail investors. Yahoo Finance Executive Editor Brian Sozzi welcomes Charles Schwab CEO Rick Wurster to the Opening Bid mic. Wurster assumed the role of CEO in January of this year after several years of advancement within the brokerage. Like his predecessor, Wurster has developed a close relationship with investing pioneer Chuck Schwab. Wurster shares why it’s important for more people to become informed about investing and what he has learned from Schwab. He also shares his latest insights on the broader stock market following a volatile April that initially undermined investor confidence but then left them hopeful as the Trump administration slightly eased tariff rhetoric.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Zijn er afleveringen die ontbreken?
-
The bond market has been enduring its fair share of unknowns post President Trump’s Liberation Day. Some pros say the bond market is in a mini-crisis, while others aren’t willing to go that far yet. What happens in the bond market is important as it’s the lifeblood for how consumers buy and save – among other financial system considerations. Yahoo Finance Executive Editor Brian Sozzi chats with Doubleline Deputy CIO Jeff Sherman to see how his teams have been navigating the heightened bond market volatility of the past month. Interestingly, Sherman reveals Doubleline has been fairly measured during the bout of uncertainty in markets at the hands of the Trump administration’s trade war. But that doesn’t mean Doubleline isn’t taking some actions with an eye toward helping clients profit. Sherman warns that the bond market convulsions may not be done, as the Trump administration continues its trade war and looks to pass a new tax plan by July 4.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Much to the surprise of many investing pros, the market is back in rally mode. While the Trump administration is showing a touch more openness to back off some tariffs, the situation remains highly uncertain. Tariffs continue to be in place, too. Should investors be buying into the renewed strength in stocks? Yahoo Finance Executive Editor Brian Sozzi chats on the Opening Bid podcast with former Bridgewater Associates chief investment officer Rebecca Patterson. Patterson has sat in one of the most pressure-packed seats in investing during periods of extreme stress, as is currently the case. The two explore her investing playbook for volatile times and discuss what strategies could work and why.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms
Learn more about your ad choices. Visit megaphone.fm/adchoices -
One of the biggest debates in the business world right now is how major manufacturers will respond to fresh tariffs from the Trump administration. If you’re Apple (AAPL) CEO Tim Cook, can you uproot decades of supply chain work in China and build iPhone manufacturing sites in the US to beat tariffs? Or does it make more sense to absorb the Trump tariffs on China while also passing some of the pain on to consumers? Apple isn’t alone in this dilemma—automakers such as General Motors (GM) and Ford (FORD) have large plants in Mexico and Canada, also targeted by the Trump administration’s tariffs. Yahoo Finance Executive Editor Brian Sozzi speaks at length with former Siemens (SIEGY) and Alcoa (AA) CEO Klaus Kleinfeld. Kleinfeld—author of the new book Leading to Thrive—is no stranger to interacting with policymakers and world leaders. He was still CEO of Alcoa in 2017 when he was among the executives summoned to the White House to meet with then-first-time President Trump. He also joined other CEOs in exiting Trump’s special councils. Kleinfeld weighs in on the industrial and economic impact of Trump’s tariff actions, warning they will prove far from just a US headwind.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms
Learn more about your ad choices. Visit megaphone.fm/adchoices -
The fight for restaurant relevance. Within the past year, the sit-down dining industry has seen its fair share of troubles. Hooters filed for bankruptcy earlier this year. Red Lobster managed to emerge from bankruptcy in September 2024. At the heart of the bankruptcies were changing demographics, shifts in how people work and poor decisions on food quality and experience. No sit-down restaurant encompasses this more than TGI Fridays. The company filed for bankruptcy in November 2024 following years of missteps. The company closed dozens of locations as part of the bankruptcy process. What has emerged is a much smaller franchisee led chain that is hoping to find some form of relevance again after a storied history with cocktails and potato skins. Yahoo Finance executive editor Brian Sozzi sits down on the Opening Bid podcast with the person responsible for that turnaround, TGI Fridays CEO Ray Blanchette. Blanchette started as a manager trainee in 1989, rising the ranks to hold the CEO role for six years. Blanchette left in 2023. Can he save TGI Fridays? The clock is ticking.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms
Learn more about your ad choices. Visit megaphone.fm/adchoices -
There isn’t much Pat Gelsinger hasn’t done in the tech industry. He created cutting edge technology decades ago at Intel (INTC). Then went off to VMWare to reinvest the tech player. He then returned to Intel several years ago to revive the chip giant. But Gelsinger’s tenure at Intel was rocking as the company fell behind rivals like Nvidia (NVDA) and AMD (AMD)with AI chips. The company also made a big decision to start making its own chips, which came at a material cost to the bottom line. With results and the stock price under pressure, Gelsinger and Intel parted ways in December 2024. Yahoo Finance executive editor Brian Sozzi talks with Gelsinger now that he has had some to reflect on his Intel tenure. Gelsinger has emerged as an investor in startups, taking his experience at Intel and seeking to help the next generation of tech leaders.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
The stock market’s tariff-driven convulsions have upended the financial security of many seeking to build their wealth. That includes everyone from those nearing retirement to those in retirement to the wealthy. In effect, investors feel trapped amid the daily market-moving headlines. Financial advisers are also being tested to a degree not seen in years. Popular investing ideas such as Nvidia (NVDA) and Apple (AAPL) have come under pressure on tariff fears. The bond market is sending worrying signals on the economy. Yahoo Finance Executive Editor Brian Sozzi talks with the co-heads of Bank of America’s Merrill Wealth Management unit Lindsay Hans and Eric Schimpf. They are on the frontlines of the big changes in wealth happening right now. The pair shares what they are hearing from clients and their financial advisers, and what strategies are being employed to ride out the uncertainty.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms
Learn more about your ad choices. Visit megaphone.fm/adchoices -
So much for the mini relief rally in one of the world’s most popular stocks. Shares of Nvidia fell as much as 5% in early trading on Wednesday as the company said it would take a $5.5 billion charge as the Trump administration barred it from selling its H20 AI chip in China. The news comes a day after Nvidia tossed the Trump administration a big bone in committing to spend $500 billion over four years to manufacture AI supercomputers in the US. Nvidia’s whopping charge and the subsequent negative reaction in the stock should remind investors of at least two things. One, the US and China remain far apart in a trade deal – and in the meantime, escalations along the lines of the Nvidia chip news should be expected. US Treasury Secretary Scott Bessent suggested a deal with China hasn't yet taken form in an exclusive interview with Yahoo Finance on Tuesday. Talks between the two haven’t commenced, Bessent suggested. And two as it pertains to Nvidia, in this environment investors should assume bad news isn’t baked into the stock price. The fact Nvidia’s stock price is being hit on news pros say had been expected says a lot about ongoing market uncertainty amid the trade war.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms
Learn more about your ad choices. Visit megaphone.fm/adchoices -
While a lot of attention has been focused on the volatile stock market, investing pros say it’s time to shift more focus to the bond market. Indeed the market is undergoing its own major convulsions amid Trump tariff concerns, which is rattling many investors around the world. Of note is that as stock prices have sold off, bond prices have sold off too. That despite Treasurys often being viewed as a place of safety during stock market turbulence. The moves in the bond market are sending signals that the US may have trouble paying its future debts and could fall into a recession soon. Yahoo Finance Executive Editor Brian Sozzi sits down with bond market expert and founder of The Bear Traps Report Lawrence McDonald to get his thoughts on the high-stakes situation. McDonald says a Lehman Brothers-like moment may be coming to markets. He adds there are other ways to invest in Nvidia (NVDA) besides investing in Nvidia, suggesting metals stocks or the hard assets themselves.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Tariffs from the Trump administration have rattled markets, consumer confidence, and CEO confidence. Many investors have moved swiftly into cash as a near-term safe-haven play. Others have dabbled in gold amid the recession fears. Is real estate a good place to park cash in the era of Trump tariffs? Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid podcast with Cardone Capital CEO, businessman, and author Grant Cardone. Cardone has seen his fair share of ups and downs in markets over his decades of investing in real estate. Being an astute investor in markets has also come with the typical volatility. Sozzi and Cardone discuss what he is telling clients right now. Cardone has signaled he thinks tariffs will prove beneficial to the US economy over time. The two discuss that call, and his biggest investing opportunities on the calendar for 2025 given everything going in the world.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Just like that, hope for the economy tied to the Trump administration's pro-business policies, such as tax codes, have gone up in smoke. In its place is an almost baseline scenario on Wall Street that the US economy will slip into a recession amid bruising new tariffs, while some sources we have talked to suggest the US economy is already in a mild recession and others have voiced concerns about a depression.
Federal Reserve Chairman Jerome Powell has acknowledged the challenges the US economy may face this year as tariffs ripple through global supply chains. He also has hinted the Fed’s hands may be tied with respect to an economic slowdown response. Yahoo Finance Executive Editor Brian Sozzi sits down with veteran economist and Independent Institute senior fellow Judy Shelton to get her perspective on the state of the economy as it has been shocked by the Trump administration. Shelton is a long-time critic of Fed policy, and she weighs in on what Powell & co. may do next.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms
Learn more about your ad choices. Visit megaphone.fm/adchoices -
With Trump tariff headlines ripping through markets and economic data, recession calls or predictions for a sharp economic slowdown are coming into the light. The most direct one comes out of BCA Research’s veteran strategist Peter Berezin. Berezin said he sees a 75% chance of a recession within the next three months. In his second quarter outlook for clients, Berezin warned about a “buckling” US consumer and weakening labor market. Berezin has gained attention of late for being the lone bear on Wall Street coming into 2025. He has a year-end target on the S&P 500 of 4,450. The S&P 500 (^GSPC) opened the year at 5,903. Berezin has been an economist for more than 30 years, with stints at the International Monetary Fund (IMF), Goldman Sachs, and now BCA Research. Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid podcast with Berezin about his big calls and why investors need to listen up.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Believe it or not, there are other things going on in the world of business and tech than tariffs and sell-offs in the "Magnificent 7." Take blockchain, crypto and Web3 – three areas that continue to see their fair share of startups seeking to make their names. Yahoo Finance Executive Editor Brian Sozzi sits down with Mysten Labs co-founder and CEO Evan Cheng. Cheng has spent good chunks of time in tech leadership roles at Apple (AAPL) and Meta (META). Since 2021, he has been building the Web3 platform Mylen Labs. The timing looks to have been spot on, as the crypto space has notched several wins under the Trump administration. With President Trump leaning into making the US the bitcoin (BTC-USD) capital of the world, what does it mean for Web3 early entrants such as Mylen Labs? Cheng weighs in,and shares how leadership lessons learned at Apple and Meta are paying dividends at his startup.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Retailers are getting swept into the black vortex that are tariff headlines from the Trump administration. Big names such as Walmart (WMT), Target (TGT), Gap (GAP), and Abercrombie & Fitch (ANF) have warned about the impact of tariffs this year on profits. In the meantime, shoppers are growing concerned about what they will be paying for spring and summer apparel once tariffs kick in. The reality is that consumers may resist the higher prices, sending retailers off to offer profit-busting discounts and earnings warnings. Luxury goods companies are by no means immune to the challenges as their results have been powered by international shoppers and a wealthy class feasting on strong stock market gains (until now). Is there any reason to be optimistic about the sector? Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid podcast with noted fashion designer Rebecca Minkoff for her perspective on the state of retail. Minkoff created her company from the ground floor in the mid-2000s and has seen some of the highest of the highs and lowest of the lows in retail. Minkoff is also the author of the new book Fearless: The New Rules for Unlocking Creativity, Courage, and Success, where she aims to impart leadership wisdom to the next generation of female entrepreneurs.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Sometimes figuring out the best way to invest your money is to look back at your mistakes and those of others. The reality is there is no one person that could accurately pick winning stocks day in and day out, or even over time. That may not be the vibe you hear in certain areas of investing such as on X or TikTok, or in the financial blogosphere. Investing remains tough, with so much information coming at you literally around the clock. The only way to get better is to be disciplined and live in a constant state of learning. Do those things, and you may have a better-than-average chance at wealth-building success. Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid podcast with money manager and longtime financial blogger Barry Ritholtz to discuss his new book called: How Not to Invest: The Ideas, Numbers and Behaviors That Destroy Wealth – and How to Avoid Them. Ritholtz is the co-founder and chairman of Ritholtz Wealth Management and has seen his fair share of investing mistakes over decades. In many cases, he has written about them on his blog as if to chronicle history’s biggest investing mistakes. The two discuss his new book and the biggest issues facing markets right now.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Many mall-based retailers are struggling amid the shift to online shopping. Build-a-Bear (BBW), founded in 1997, isn't one of them. The retailer is making money, opening new stores, and has seen its stock price surge 2,200% in the past five years. So what’s the company’s secret ingredient? Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid podcast with Build-a-Bear CEO Sharon Price John. John has been one of the longest-serving CEOs of a public company, leading Build-a-Bear since 2013. During that stretch, she has pushed the mall-based retail chain to close to 600 locations worldwide. The company is doubling down on international store openings and innovative new stuffed animals. Despite the efforts, the company could see its profits clipped by the Trump administration’s tariffs. Build-a-Bear gets close to 50% of its costs of goods sold from China. Will the toymaker be forced to jack up prices on cash-strapped consumers? John shares her perspective.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Tariffs, inflation and recession fears and slowing economic data have dominated investor attention in March. And all of these topics could dominate the minds of investors come April, too! Yahoo Finance executive editor Brian Sozzi sits down on the Opening Bid podcast with IBM (IBM) vice chairman Gary Cohn. Cohn served as the director of the National Economic Council during the first Trump administration. The former top executive at Goldman Sachs is seen as a key bridge between the current Trump administration and Wall Street. Cohn hasn’t hidden his differing view on tariffs compared to Trump, believing tariffs are a form of tax that cause inflation. Cohn weighs in on the potential economic impact of reciprocal tariffs on Trump’s self proclaimed April 2 ‘Liberation Day’, and if the country is moving closer to a recession. Given his view on AI from his work for IBM, Cohn also shares perspective on the tech space as important stocks such as Nvidia (NVDA) trade under pressure.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Nvidia (NVDA) CEO Jensen Huang has had a month, as one would say. He provided more details on powerful new AI chips, such as Blackwell Ultra and Vera Rubin at its big annual GTC conference, chips that could help take civilization to a whole other level of productivity. At the same time, he moved to alter the narrative that DeepSeek's advances in AI equaled bad news for demand for Nvidia's chips. And to top it all off, he held a meeting with top quantum computing CEOs to make peace after sending the sector reeling earlier this year. Despite the flurry of headlines, Nvidia’s stock is still going in reverse. In fact, the stock has been lagging for the entire year. What gives? Yahoo Finance executive editor Brian Sozzi talks with BofA semiconductor analyst Vivek Arya about what’s weighing on Nvidia’s super hot stock, and why. Arya attended GTC and shares his firsthand account on what he learned on the ground. Arya is also fresh off upgrading shares of ailing chip-maker Intel (INTC) amid the appointment of a new CEO in Lip-Bu Tan. Sozzi and Arya discuss that big call and the state of the semiconductor industry.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms
Vivek Arya disclosures for companies mentioned in episode:
Nvidia: Investment relationship: Yes | Individual owns: No | Family owns: No | Company owns: Yes
Intel: Investment relationship: Yes | Individual owns: No | Family owns: No | Company owns: Yes
Marvell: Investment relationship: Yes | Individual owns: No | Family owns: No | Company owns: Yes
Broadcom: Investment relationship: Yes | Individual owns: No | Family owns: No | Company owns: Yes
AMD: Investment relationship: Yes | Individual owns: No | Family owns: No | Company owns: Yes
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Much has been said about Chipotle (CMG) and Starbucks (SBUX) in restaurant circles over the past year. Chipotle finds itself with a new CEO in Scott Boatwright, who is looking to ramp store growth to a new level. And as he said on Yahoo Finance’s Opening Bid podcast, possibly bring more robots into its kitchens!
As for Boatwright’s former boss Brian Niccol, he finds himself with the biggest challenge in an illustrious restaurant career — as a CEO at Starbucks trying to rejuvenate the coffee serving icon.
One story that has gone under the radar is the reinvigoration of Wendy’s (WEN) under CEO Kirk Tanner. Tanner just passed his one-year mark at Wendy’s and fresh off an investor day, it’s clear he has big goals for an iconic American fast food chain founded by Dave Thomas. Yahoo Finance executive editor Brian Sozzi sits down on the Opening Bid podcast with Tanner to discuss his plans for the chain, including an aggressive pace of new store openings, AI powered drive-thrus and doubling down on breakfast.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms
Learn more about your ad choices. Visit megaphone.fm/adchoices - Laat meer zien