Brent Thill

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 seasoned analyst from Jefferies, discusses Microsoft's impressive stock rally and its strategic moves in AI, suggesting the tech giant may finally be turning a corner. Eamon Javers, a CNBC political reporter, provides insights on President Trump's impending tariffs and their potential effects on various sectors, including tech and automotive. The talk dives into economic complexities, consumer confidence amidst tariff discussions, and how both companies and law firms are navigating this turbulent landscape. It's an engaging conversation about tech market dynamics and geopolitical implications.

Brody Ford, a Bloomberg reporter, dives into Supermicro's financial woes amid pressing AI infrastructure demands. Mel Lagomasino, CEO of We Family Offices, discusses Alphabet's hefty AI investments. Gerard DiPipio sheds light on China's tech advancements impacting the US. Manip Singh reviews big tech earnings and cloud market share dynamics. Steve Huffman, Reddit’s CEO, talks about the platform's financial growth through AI. Together, they explore the competitive landscape between BYD and Tesla in the EV market, highlighting shifting dynamics in technology and investment.