Brent Thill

Allie McCartney, a UBS wealth management professional, shares her insights on market trends and the importance of investment strategies. Brent Thill, a Jefferies analyst with a sell rating on Palantir, discusses the tech sector's challenges. The conversation highlights Target's leadership changes amid declining sales, the contrasting retail performances, and the implications of rising interest rates. They also tackle Palantir's significant stock pullback and the race to replace Fed Chair Powell, offering predictions on future economic dynamics.

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.

Brent Thill, a Managing Director and senior technology analyst at Jefferies, dives into the fascinating world of tech valuations. He argues that TikTok's proposed $14B valuation is woefully underestimated due to its powerful algorithm and competitive landscape. Brent also explores Oracle's focus on AI infrastructure, discussing execution risks. The conversation touches on Costco's impressive membership dynamics and Starbucks' $1B restructuring plan as market pressures rise, giving listeners keen insights into navigating today's volatile financial climate.

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.