Brent Thill

David Kostin, Chief U.S. Equity Strategist at Goldman Sachs, discusses the resilience of market margins despite tariff pressures and teases insights on the earnings season. Brent Thill, a Jeffries analyst, reveals Palantir's standout quarter, surpassing $1 billion in revenue, driven by AI advancements. Mackenzie Sagal sheds light on Google's innovative AI initiatives aimed at pushing the boundaries of artificial general intelligence. The trio navigates through market dynamics, tech trends, and the intriguing performance of healthcare stocks.

Joining the conversation are Brent Thill, Senior Technology Research Analyst at Jefferies, discussing IBM's strategic shift toward software; Katy Kaminski, Chief Research Strategist at Alpha Simplex Group, who provides insight into the bond market amidst economic fluctuations; and Ross Gerber, CEO of Gerber Kawasaki, sharing his thoughts on Tesla and the evolving EV market. They tackle topics like U.S.-China trade dynamics, the impact of tariffs on the economy, and Tesla's challenges against the backdrop of shifting public perceptions.

This discussion features Peter Bookvar, CIO of Bleakley Financial Group, who dissects rising bond yields and their impact on stock investors. CNBC reporter Angelica Peebles brings fresh insights on market dynamics amid geopolitical tensions. Analyst Brent Thill shares thoughts on Amazon's recent stock downgrade and the importance of AWS for its future. The panel explores the effects of Hurricane Milton and the contrasting fortunes of tech stocks, while discussing strategic shifts in major companies, including Pfizer's financial recovery efforts.

Brent Thill, a technology sector analyst at Jeffrey's, dives into Meta's groundbreaking move to source nuclear power from Constellation Energy to enhance its AI operations. The conversation reveals how this partnership could reshape energy strategies in tech. They also discuss the rising electricity demands due to AI and how startups are innovating with solid-state transformers to meet these needs. Additionally, the financial maneuvers of Elon Musk and the evolving landscape of energy investments highlight the ongoing transformation in the industry.

Ross Gerber, CEO of Gerber Kawasaki, discusses Tesla's disappointing financial results and Elon Musk's evolving strategy amidst rising competition. Mike Cordonnier, CEO of Carlsmed, shares insights from his company’s IPO debut, focusing on innovations in spinal surgery. Brent Thill from Jefferies analyzes Alphabet's latest earnings, highlighting a significant increase in AI investments and the challenges posed by investor skepticism. The conversation explores the balancing act between innovation and financial performance in today's market.