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内容由Yahoo Finance提供。所有播客内容(包括剧集、图形和播客描述)均由 Yahoo Finance 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
Yahoo Finance’s Opening Bid decodes the frenzied trading day and the mystical world of business and finance like no one else in the game today. We serve you up the fiercest market commentary, deep dives with top leaders, hot perspectives on stocks, and inside scoops to get you maximizing your success on all things investing and finance. Opening Bid's host, Yahoo Finance Executive Editor Brian Sozzi, taps into his extensive C-suite rolodex for provocative and thought-inducing chats. Catch new episodes of Opening Bid each week on Monday, Wednesdays, and Friday at 8:00am ET. Your journey to smart investing begins here!
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112集单集

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Opening Bid

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Manage series 3607789
内容由Yahoo Finance提供。所有播客内容(包括剧集、图形和播客描述)均由 Yahoo Finance 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
Yahoo Finance’s Opening Bid decodes the frenzied trading day and the mystical world of business and finance like no one else in the game today. We serve you up the fiercest market commentary, deep dives with top leaders, hot perspectives on stocks, and inside scoops to get you maximizing your success on all things investing and finance. Opening Bid's host, Yahoo Finance Executive Editor Brian Sozzi, taps into his extensive C-suite rolodex for provocative and thought-inducing chats. Catch new episodes of Opening Bid each week on Monday, Wednesdays, and Friday at 8:00am ET. Your journey to smart investing begins here!
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The venture capital industry has no shortage of ideas right now in the AI space. Companies specializing in everything from mobility to software to chip design are trying to cash in on the AI boom, and VCs are aiming to be there to grow entrepreneurs and drive returns for their investors. Yahoo Finance Yahoo Finance Executive Editor Brian Sozzi chats with one of the more fascinating people in the VC industry Jon McNeill of DVx Ventures. For one, while McNeill is putting to work in AI upstarts, he also has toes in the public company world by sitting on the boards of General Motors ( GM ) and Lululemon ( LULU ). What’s more, he has spent the past decade trying to change how people get from point A to point B. He is the former COO of Lyft ( LYFT ) and also worked very closely with Tesla ( TSLA ) CEO Elon Musk as president in charge of revenue. What did McNeill learn from the billionaire Musk? How will the future of mobility shake out? And what AI upstarts have caught McNeill's attention? This episode of Opening Bid has a little bit of everything! 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 yfpodcasts@yahooinc.com . 00:00-Jon McNeill on Opening Bid 00:48-The state of raising funds in 2025 04:40-Future of climate investment 07:30-Looking at Tesla, as Musk heads to Washington 15:20-Insights from the board of Lululemon 19:02-Technology out of China 21:00-HOT TAKE Yahoo Finance's Opening Bid is hosted by Brian Sozzi , and produced by Rachael Lewis-Krisky. Jon McNeill currently serves as the CEO and Co-Founder of DVx Ventures. Previously, Jon served as President at Tesla, where revenue grew from $2B to $20B in just 30 months. Following Tesla, Jon joined Lyft as COO, where he played a pivotal role in doubling revenues and helping to take the company public. Learn more about your ad choices. Visit megaphone.fm/adchoices…
 
How do you know as an investor that you are witnessing a borderline bubble in a stock? When a company (or companies) that has made no money ever is trading like it makes lots of money today will make even more money in the future . Welcome to the vibe continuing to surround quantum computing stocks such as D-Wave Quantum and Rigetti Computing. Both of these stocks have been on mind-blowing runs the past three months in part because of enthusiasm on AI and a super hyped new quantum chip from Google called Willow. The quantum space has also seen considerable investor interest on the Yahoo Finance platform, with the community consuming everything they could on the companies and the sector. So have investors become too optimistic on quantum computing stocks? Yahoo Finance executive editor Brian Sozzi goes right to the source, talking at length with Rigetti Computing CEO Subodh Kulkarni. Rigetti’s stock has exploded 553% in the past six months, bringing it to an eye-watering $2 billion market cap. Interestingly, Rigetti has never turned a profit and has told investors it won’t be making profits anytime soon. In fact, it may have to raise more capital to fund its ambitions in quantum chips. Sozzi serves up a classic investor guide to one of the market’s hottest stocks out of the gate in 2025. 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 yfpodcasts@yahooinc.com . 00:00-Subodh Kulkarni on Opening Bid 00:27-Stocks ups and downs 01:49-Investor interest 05:11-You're not making money... 07:00-In the chip-weeds 11:43-Government & regulation in tech 16:09-NVIDIA & Meta have it out for quantum 21:44-HOT TAKE Yahoo Finance's Opening Bid is hosted by Brian Sozzi , and produced by Rachael Lewis-Krisky. Subodh Kulkarni has served as President and Chief Executive Officer at Rigetti since December 2022. Kulkarni is a seasoned public company CEO with thirty-plus years of experience in the semiconductor industry and a track record of success in scaling and commercializing cutting-edge technologies. Learn more about your ad choices. Visit megaphone.fm/adchoices…
 
One thing has generally held true about the stock market the past two years: it has gone up and to the right. The reasons why are plentiful. For starters, corporate profits continue to impress Wall Street amid solid US economic growth , pricing power and stock buybacks. Two, investors have poured massive money into big-cap tech names such as Nvidia and Alphabet – which has only served to lift sentiment in many corners of the market. And lastly, interest rates have started to finally come down and in turn, drive up returns on investment. But can the feel good vibes persist as returning President Donald Trump aims to shake up the world order with tariffs and deportations, among many controversial ideas floated. Yahoo Finance executive editor Brian Sozzi sits down with BlackRock chief investment and portfolio strategist, Americas Gargi Chaudhuri to get her latest market-moving insights. Chaudhuri thinks markets can continue to grind higher along with the economy, but there will be bumps along the way in part due to unpredictable politics. Some of those bumps are currently being felt as investors grapple with rising yields, percolating energy prices and dialed back rate cut expectations. 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 yfpodcasts@yahooinc.com . 00:00-Gargi Chaudhuri on Opening Bid 04:50-Why a little pullback is healthy 08:45-What in the world is "GARP" 14:00-Nobody's ruling out rate cuts 20:30-Where does gold and Bitcoin fit into your portfolio? Yahoo Finance's Opening Bid is hosted by Brian Sozzi , and produced by Rachael Lewis-Krisky. Gargi Chaudhuri is Chief Investment and Portfolio Strategist, Americas at BlackRock. Based in New York, she heads the Investment and Portfolio Solutions (IPS) team for the Americas focusing on investment research, portfolio construction and market insights. Learn more about your ad choices. Visit megaphone.fm/adchoices…
 
Can science prevail against this more turbulent backdrop of the Trump administration? Yahoo Finance executive editor Brian Sozzi talks at length with Novartis CEO Vas Narasimhan. Narasimhan has led the drug giant since 2018, doing deals that have expanded the company’s pipeline in areas like heart disease and cancer. Still, Narasimhan is feeling pressure to bring the investments to the bottom line to jumpstart a stock price that has lagged in the past year. 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 yfpodcasts@yahooinc.com . 00:00-Vas Narasimhan on Opening Bid 00:37-What's next for Novartis? 05:24-Inside the life of a CEO 08:46-Healthcare bets for one, five, and ten years 13:47-AI's role and impact on healthcare 16:51-Looking at rising vaccine distrust Yahoo Finance's Opening Bid is hosted by Brian Sozzi , and produced by Rachael Lewis-Krisky. Vas Narasimhan is the Chief Executive Officer of Novartis, serving in the role since 2018. Learn more about your ad choices. Visit megaphone.fm/adchoices…
 
Surprise surprise, an Nvidia stock price beating right after a closely watched CES keynote from CEO and founder Jensen Huang. Huang sure delivered the sizzle, promising big things in robotics and AI. All of this was reinforced in a Yahoo Finance interview with Huang led by tech editor Dan Howley . Yet, investors left yearning for more – and Nvidia’s stock notched their worst day since Sept. 3 on Jan. 7. Such is the case with Nvidia where expectations of greatness are a constant. Yahoo Finance executive editor Brian Sozzi chats with widely followed tech analyst Dan Ives at Wedbush. Ives was in the room at CES to watch Huang give his keynote and hype new chips and new technology, such as the use synthetic data to train machines. Did Nvidia’s stock deserve to get routed? Do Huang’s comments on delayed quantum computing usage warrant the steep pullback in quantum stocks like Rigetti Computing? Ives offers up his usual no filter views on Nvidia and the wider tech landscape. 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 yfpodcasts@yahooinc.com . Yahoo Finance's Opening Bid is hosted by Brian Sozzi , and produced by Rachael Lewis-Krisky. Dan Ives is Wedbush Securities Managing Director, Senior Equity Analyst Learn more about your ad choices. Visit megaphone.fm/adchoices…
 
Not many internet companies from the past 30 years conjure up the allure of Yahoo. The tech pioneer was the first guide for people to the fast-growing internet in the mid to late 1990s. Along the way came legendary products such as Yahoo.com , Yahoo Finance , Yahoo Sports , Yahoo News and Yahoo Mail . These timeless products endure today as the go-to trusted guide for millions of people around the world in their respective categories. Amidst its rocketship-like success also came a dose of fascinating headlines in the 2000s, ranging from an offer by Microsoft ( MSFT ) to buy the company for $45 billion and a decision to make an early investment in then Jack Ma-led upstart Alibaba ( BABA ). In the milestone 100th episode of the Opening Bid vodcast, Yahoo Finance Executive Editor Brian Sozzi sits down with Yahoo co-founder and AME Cloud Ventures Founding Partner Jerry Yang. Yang shares leadership lessons learned from the early days of Yahoo and how the next generation of entrepreneurs could apply them to achieve success in the era of AI. Yang also wades into the outlook for the internet as it continues to experience disruption amid the rise of AI and ChatGPT. While Yang reflects fondly on his time creating the Yahoo juggernaut, he has since gone on to be an early-stage investor in many of the companies powering the world today, such as Zoom ( ZM ). Yang offers insight into how he is investing today 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 yfpodcasts@yahooinc.com. 00:00-Jerry Yang on Opening Bid 00:50-Yahoo legacy and building the company from the ground up 12:50-The future of the internet and AI 18:15-Government’s understanding of AI impact 20:20-AI investing 24:35-SoftBank CEO Masayoshi Son 26:02-The future of Alibaba ( BABA ) and Jack Ma. 27:50-US & China relations heading into 2025 30:30-Yang on Steve Jobs 32:00-Advice for next generation of entrepreneurs Yahoo Finance's Opening Bid is hosted by Brian Sozzi , and produced by Rachael Lewis-Krisky. Jerry Yang is the AME Cloud Ventures Founding Partner and Yahoo! Co-Founder. Learn more about your ad choices. Visit megaphone.fm/adchoices…
 
Month after month, Tesla ( TSLA ) continues to be one of Yahoo Finance’s top most active tickers . And as a big car lover, it’s no surprise that Yahoo Finance Executive Editor Brian Sozzi had to spend an entire Opening Bid episode focusing on our top Tesla conversations from the year. With critical investment insights, competitive landscape analysis, and absolute fangirl hype, this episode is chock-full of diverse Tesla commentary. You’ll hear from L&F Investor Services CEO Alexandra Merz , Gerber Kawasaki Wealth and Investment Management CEO Ross Gerber , and Bank Of America Securities Senior Automotive Analyst John Murphy . 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 yfpodcasts@yahooinc.com . 00:00-Tesla: Opening Bid year-in-review 00:40-Alexandra Merz, L&F Investor Services CEO 10:30-Ross Gerber, Gerber Kawasaki Wealth and Investment Management CEO 18:45-John Murphy, Bank Of America Securities Senior Automotive Yahoo Finance's Opening Bid is hosted by Brian Sozzi , and produced by Rachael Lewis-Krisky. Learn more about your ad choices. Visit megaphone.fm/adchoices…
 
From Investing 101 to the future of AI and even the billionaire mindset, Opening Bid has brought you key coverage from all angles of the investing world. In this episode, you’ll hear from several top names, including Howard Buffett , CEO and Chairman of the Howard G. Buffett Foundation; Ford ( F ) CEO Jim Farley ; Salesforce ( CRM ) Co-Founder, Chairman, and CEO Marc Benioff ; Economist Judy Shelton ; and Suntory ( STBFY ) CEO Tak Niinami . 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 yfpodcasts@yahooinc.com . 00:00-Top guests: Opening Bid year-in-review 00:50-Howard Buffett, CEO and Chairman of the Howard G. Buffett Foundation 07:30-Jim Farley, Ford CEO 12:15-Judy Shelton, economist 17:00-Marc Benioff, Salesforce Co-Founder, Chairman, and CEO 20:40-Tak Niinami, Suntory CEO Yahoo Finance's Opening Bid is hosted by Brian Sozzi , and produced by Rachael Lewis-Krisky. Learn more about your ad choices. Visit megaphone.fm/adchoices…
 
Bitcoin ( BTC-USD ) exploded this year, reaching new heights following the election of President Trump. Yahoo Finance Executive Editor Brian Sozzi spoke to several key players in the space on Opening Bid, bringing you their investing approaches and what to look out for in the future of cryptocurrencies. In this episode, you’ll hear from PayPal ( PYPL ) CEO Alex Chriss , BNY Mellon ( BK ) CEO & President Robin Vince , and Benchmark Managing Director and Senior Research Analyst Mark Palmer . 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 yfpodcasts@yahooinc.com . 00:00-Crypto: Opening Bid year-in-review 01:00-Mark Palmer, Benchmark Managing Director and Senior Research Analyst 13:50-Alex Chriss, PayPal CEO 20:20-Robin Vince, BNY Mellon CEO & President Yahoo Finance's Opening Bid is hosted by Brian Sozzi , and produced by Rachael Lewis-Krisky. Learn more about your ad choices. Visit megaphone.fm/adchoices…
 
From Nvidia ( NVDA ) to startups or even humanoid robots, it seems that every company under the sun found a way to incorporate AI into their business in 2024. On Opening Bid, Yahoo Finance Executive Editor Brian Sozzi spoke with numerous key players in the space to get their takes on the AI explosions and help you wrap your head around the ever-evolving technology. In this episode, you’ll hear moments from key conversations with C3.ai ( AI ) Founder and CEO Tom Siebel , the iconic Property Brothers , 22V Research Managing Director and Head Of Derivative Strategy Jeff Jacobson , and the Citi Global Insights team , with Head of Innovation & Technology Rob Garlick and research analyst Wenyan Fei. 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 yfpodcasts@yahooinc.com . 00:00-AI: Opening Bid year-in-review 01:30-Jeff Jacobson, 22V Research Managing Director and Head Of Derivative Strategy 10:00-Tom Sibel, C3.ai Founder and CEO 16:35-Wenyan Fei & Rob Garlick, Citi Global Insights team 21:40-Property Brothers Yahoo Finance's Opening Bid is hosted by Brian Sozzi , and produced by Rachael Lewis-Krisky. Learn more about your ad choices. Visit megaphone.fm/adchoices…
 
The market wasn't surprised by the Federal Reserve's decision to cut the fed funds rate by 25 basis points on Wednesday. But the outlook that showed FOMC members only expect two rate cuts did, sending stocks plummeting . In an interview with Yahoo Finance Executive Editor Brian Sozzi on Opening Bid , San Francisco Fed President Mary Daly said the decision to cut was a "close call" that "took a lot of deliberation" but that she ultimately decided "it was appropriate to reduce it 25 basis points. That will be a hundred basis points of recalibration. And I see that as right-sizing the policy rate level to the economy we have, recognizing the progress on inflation, recognizing the labor market's now well-balanced. There's one job opening for every unemployed worker. That's a perfect balance." Daly sees the "recalibration period" as "completed" meaning the Fed can now make decisions more slowly as they get more data to process. On the issue of the 2025 outlook, Daly stresses that it is a projection but that the Fed remains committed to bringing inflation down, "and that will mean restricted policy through the year in all likelihood." Daly says if inflation were to rise, she wouldn't rule out raising rates, but that's not something she sees on the horizon. Ultimately, Daly says, "I do not see that we're done cutting rates. I just see that we're going to adjust rates at a slower pace." So what will Daly be watching to make her next rate decision? Inflation and employment data, of course. But also what she is hearing from those who live and work in her district. What are they seeing on the ground? Are businesses hiring? Laying people off? On that point, she says, "I'm hearing that they're not really brushing off their layoff plans, they're just thinking carefully about the amount of hiring they do, and they're thinking carefully about whether they refill jobs if people attrit or leave the jobs." 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 yfpodcasts@yahooinc.com. Yahoo Finance's Opening Bid is hosted by Brian Sozzi , and produced by Rachael Lewis-Krisky. Mary Daly is the Federal Reserve Bank of San Francisco President and CEO. Learn more about your ad choices. Visit megaphone.fm/adchoices…
 
Corporate America is gearing up for Trump 2.0, having already gotten a flavor of what Trump has in mind. Potentially crushing fresh tariffs on China, even if it means higher levels of US inflation. Mass deportations come with their own set of economic risks. And soon, a new leader atop the Federal Reserve. Is there any way a top executive could prepare for uncertain outcomes tied to these initiatives from the Trump administration? How does one lead their teams when uncertainty begins to reign supreme again? Yahoo Finance executive editor Brian Sozzi sat down with former TD Ameritrade CEO and former head football coach at Coastal Carolina University Joe Moglia. Moglia is not only considered a market master for his work from 2001 to 2008 building TD Ameritrade into a trading powerhouse but also a leadership expert honed while coaching college football. Moglia shares his perspective on the record-setting year for markets, what’s next for investors, and how to lead with a clear focus in 2025. 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 yfpodcasts@yahooinc.com . 00:00-Joe Moglia on Opening Bid 02:30-"Be A Man"...but for everyone 08:00-Evaluating Wall Street today 15:45-Trump: the President of Bitcoin 21:20-HOT TAKE Yahoo Finance's Opening Bid is hosted by Brian Sozzi , and produced by Rachael Lewis-Krisky. Joe Moglia is the former CEO & Chairman of TD Ameritrade and former head football coach at Coastal Carolina University. Learn more about your ad choices. Visit megaphone.fm/adchoices…
 
Robinhood has come a long way financially since it burst onto the scene during the meme stock frenzy. Amid a tighter control on costs and new product introductions, Robinhood has become a profitable business with its eyes set on taking on legacy financial platforms. The stock has surged this year as the business has pivoted to growth mode. Hence, the company has won Yahoo Finance’s ‘Comeback of the Year’ award. Yahoo Finance executive editor Brian Sozzi talks with Mizuho senior analyst Dan Dolev about the future of stock trading platform Robinhood. The company is becoming more than just a place to buy and sell stocks, think more wealth management player. And perhaps, sports betting. Dolev is a bull on the stock, and makes a compelling case for more upside after a big run-up this year. 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 yfpodcasts@yahooinc.com . 00:00-Dan Dolev on Opening Bid 04:20-Robinhood price target 08:20-Generational wealth under Robinhood 13:20-Crypto outlook under Trump 18:00-Analyst's recommendations on Robinhood and Coinbase Yahoo Finance's Opening Bid is hosted by Brian Sozzi , and produced by Rachael Lewis-Krisky. Dan Dolev is a Senior Financial Technology Analyst at Mizuho Securities. Learn more about your ad choices. Visit megaphone.fm/adchoices…
 
Stocks don’t go up in a straight line, and that pertains to the market’s favorite name Nvidia as well! Shares of the chip-maker have fallen into correction territory, dropping by 12% from their November highs. Pros point to several factors for the sell-off, ranging from only an OK third quarter earnings report to signs of new competition from Amazon and Broadcom. Comments from Microsoft CEO Satya Nadella on chip supply have also weighed on Nvidia sentiment. Even still, Nvidia managed to secure the 2024 Product of the Year award for its work with game-changing AI chip Blackwell. Yahoo Finance executive editor Brian Sozzi is joined at the roundtable at the Nasdaq in Times Square by one of Wall Street’s most respected chip analysts, Bofa’s Vivek Arya. Arya has been a long-time bull on Nvidia, giving the company high marks for its leadership in chip design and execution. But despite that bullishness, he hasn’t shied away from urging caution on the stock in key periods for the company. Arya dives into his current thinking on the AI chip darling of the Dow Jones Industrial Average, and offers up a few predictions that will surely garner the attention of the many Nvidia bulls. 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 yfpodcasts@yahooinc.com . 00:00-Vivek Arya on Opening Bid 03:30-Nvidia's growing pains 09:00-What does Nvidia sell-off mean? 13:30-The full chip landscape 19:12-HOT TAKE Yahoo Finance's Opening Bid is hosted by Brian Sozzi , and produced by Rachael Lewis-Krisky. Vivek Arya is a Wall Street analyst for BofA Securities, focused on technology, semiconductors, and AI. Learn more about your ad choices. Visit megaphone.fm/adchoices…
 
It has been a year to remember for the auto industry. Tesla unveiled a cab that doesn’t need a driver. GM’s stock is on fire. And EV maker Fisker went bust. Yahoo Finance executive editor Brian Sozzi sits down with widely followed Bank of America auto analyst John Murphy. Murphy made headlines recently for a very bullish on note on Tesla following a visit to the company’s Texas Gigafactory. The two dive into that call, but also into the future of General Motors. GM has secured Yahoo Finance’s “Surprise of the Year” award after consistently beating earnings estimates this year. The company has executed impressively on new product introductions, cost cuts and stock buybacks. Shares have surged higher as a result. Can the gains for GM continue in 2025 as incoming President Trump aims to enact stiffer tariffs? 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 yfpodcasts@yahooinc.com . 00:00-John Murphy on Opening Bid 00:50-GM CEO Mary Barra interview teaser 06:20-2025 outlook for General Motors 10:40-Evaluating a rollback standard of emissions under Trump 15:15-How an analysts thinks through modeling for clients 17:00-Tariff impact on automakers Yahoo Finance's Opening Bid is hosted by Brian Sozzi , and produced by Rachael Lewis-Krisky. John Murphy is a Sr. Automotive Analyst at BofA Securities. He was recently inducted in the Automotive Hall of Fame having covered the automotive financial industry for over 20 years. Learn more about your ad choices. Visit megaphone.fm/adchoices…
 
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