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Brent Thill

Jeffrey's analyst. Specializes in the analysis of the technology sector.

Top 5 podcasts with Brent Thill

Ranked by the Snipd community
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10 snips
Apr 23, 2025 • 40min

Stocks Notch Back-to-Back Gains as Dollar Climbs

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.
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6 snips
Oct 7, 2024 • 44min

10-year yield tops 4%, Markets sink on war fears 10/7/24

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.
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4 snips
Jun 3, 2025 • 43min

Meta Turns to Nuclear Power to Run AI

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.
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Mar 24, 2025 • 46min

SOTS 2nd Hour: Big Tech Rallies, Tariffs Latest, and Gauging A Market Bottom 03/24/25

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.
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Oct 30, 2024 • 42min

Google Shares Surge on Cloud Growth, BYD Beats Tesla on Revenue

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.

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