Opening Bid Unfiltered

In this discussion, veteran tech investor Paul Meeks shares his insights on Nvidia, the frontrunner in AI chips. He tackles the high expectations surrounding Nvidia's upcoming earnings and suggests that other tech stocks, like Super Micro, could be just as promising. Meeks also expresses skepticism about the hype around humanoid robots, asserting that this could mislead investors regarding Tesla's struggles in the EV market. His candid analysis offers valuable perspectives for anyone navigating the tech investment landscape.

When isn’t Tesla’s stock a lightning rod for sharp opinions from both bulls and bears!? Now is one of those moments where views from each passionate camp are coming in hot and heavy. On the one side, you have a Tesla retail investor like Alexandra Merz saying on the Opening Bid podcast that Tesla’s stock is severely undervalued. “I’m very convinced this [stock] goes to $5,000 or $10,000 [long-term] once people understand what Tesla is all about,” Merz said. On the other side of the coin there are those less enthusiastic about the stock as Elon Musk voices continued support for former President Donald Trump. The company is also dealing with more sluggish sales of EVs as hybrids return to the forefront. So who is right and who is wrong on Tesla’s wild stock? Yahoo Finance Executive Editor Brian Sozzi goes in-depth with Gerber Kawasaki Co-Founder, CEO and CIO Ross Gerber. Gerber is a Tesla investor, but has had no problems calling out the company’s problems…and Musk.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 https://finance.yahoo.com/videos/series/opening-bid/.Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.00:00-Ross Gerber joins Opening Bid00:15-Market Minute03:00-Tesla evaluation on X is just wrong08:30-How do we know the robots won't kill us?12:00-EV loving liberals trumped by magas and Trump16:40-Sensitive innovators20:00-The Nvidia guyYahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.As the co-founder, president, and CEO of Gerber Kawasaki Wealth and Investment Management, Ross Gerber and his team oversee $2.2 billion in investments. He is also a regular media contributor, and his company is very popular on social media. Learn more about your ad choices. Visit megaphone.fm/adchoices

A sense of calm has returned to markets after a volatile start to the month. But that doesn’t mean the coast is clear. Pros that Yahoo Finance are speaking with are gearing up for a volatile September for markets amid the looming presidential election and a new Fed meeting, where the monetary policy stewards may cut interest rates. So what’s the play for your portfolio with this unknown backdrop? Yahoo Finance executive editor Brian Sozzi and Yahoo Finance ‘Market Domination’ host Julie Hyman talk at length with Blackrock chief investment officer of fixed income Rick Rieder. In this Opening Bid episode, Rieder shares his top volatile trades and offers perspective into how markets may trade around the election.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 https://finance.yahoo.com/videos/series/opening-bid/.Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.00:00-Rick Rieder joins Opening Bid04:00-Evaluating the market calm08:00-Looking forward to seasonal events11:30-Early slowing signals17:00-Breaking down BINC: BlackRock's Flexible Income ETF18:00-Looking at Gen X at 'net savers'Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.As CIO of Global Fixed Income and Head of the BlackRock Global Allocation team, Rick Rider talks across equities and fixed income. Learn more about your ad choices. Visit megaphone.fm/adchoices

Are Tesla and Ford friends or foes? What stocks doest Howard Buffett trade? Can Nvidia keep the trend moving up up up?The summer might be coming to a close, but we're just getting started. This week marks 4 months and our 40th episode since we launched this podcast, so we're bringing you our favorite big moments from the pod so far: from interviews with Jim Farley and Howard Buffett, to big stocks wrap-ups! Like, follow, and subscribe to stay-tuned for more great content.Plus, a new week means fresh market news to digest. We're looking at Goldman Sachs (GS), Chipotle (CMG), McDonald's (MCD), and more. Look out for that at the top.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 https://finance.yahoo.com/videos/series/opening-bid/.Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.00:00-Special episode on Opening Bid00:10-Today's market digest02:11-Nvidia: EMJ Capital founder Eric Jackson05:52-Elon and Tesla: L&F Investor Services CEO Alexandra Merz09:35-Starbucks vs. Chipotle: Former Medtronic CEO Bill George13:09-Ford CEO Jim Farley15:49-Affirm founder and CEO Max Levchin19:01-Howard G. Buffett Foundation Howard BuffettYahoo 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

It’s not easy being a leader. Some would argue that you were either born a leader or not. The same could be said for being a great supporting coach to a hard-charging leader. Enter executive fellow at Harvard Business School and former Medtronic CEO Bill George. George is viewed by those in the C-suite as one of the most successful CEOs to ever have done it. While driving major growth at the healthcare device company, George has been able to also serve on the boards of the world’s largest companies such as Target and ExxonMobil. Since leaving Medtronic as CEO in 2002, George has focused on spreading leadership lessons learned from a career that started in the Defense Department in the mid 1960s. Based on his experience, George thinks Vice President Kamala Harris picked the right running mate in Minnesota governor Tim Walz. He believes Boeing just picked the right CEO in Kelly Ortberg, and Starbucks in Brian Niccol. And for good measure, he thinks CEOs make too much money! Yahoo Finance Executive Editor Brian Sozzi goes in-depth with George on these hot-button topics and much more.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 https://finance.yahoo.com/videos/series/opening-bid/.Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.00:00-Bill George joins Opening Bid02:00-Addressing a company in crisis08:00-Eyes on CEOs12:00-Tim Walz tapped as Harris' running mate18:00-'Trumponomics' impact on businessYahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.Bill George is an executive fellow at Harvard Business School, where he was a Professor of Management Practice and Senior Fellow teaching leadership from 2004-2022. He is the former chairman and CEO of Medtronic, and earlier in his career, he was a senior executive with Honeywell and Litton Industries and served in the U.S. Department of Defense. Learn more about your ad choices. Visit megaphone.fm/adchoices

It gets no bigger in tech then legendary Apple co-founder Steve Jobs. Jobs revolutionized how life is conducted each and every day with breakthrough products such as the iPod and iPhone. Over his storied career, Jobs was known to be an intense leader that obsessed over the smallest of details. The goal: to make darn near perfect products for picky consumers. Letting Jobs down was not a good survival strategy at Apple at any point, and still isn’t to this very day years after his passing. So what was it really like to work for a visionary such as Jobs? Yahoo Finance Executive Editor Brian Sozzi chats with DataStax CEO Chet Kapoor. As a young intern at Jobs’ computer company Next (which he founded after being shown the door at Apple), Kapoor got to work a mere 20 yards from Jobs each day. That close proximity to Jobs changed the course of his business career and life, Kapoor says. Today, Kapoor is taking those lessons learned from Jobs to build AI player DataStax into a powerhouse.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 https://finance.yahoo.com/videos/series/opening-bid/.Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.00:00-Chet Kapoor joins Opening Bid03:00-Across the industry, how ethically is AI being built?08:40-Emotionally connecting to a chatbot? Yeah, right.14:00-What it was like to work as an intern under Steve Jobs20:19-Bat signal for the next Steve JobsYahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.Chet Kapoor is Chairman and CEO of DataStax, a real-time AI company. Learn more about your ad choices. Visit megaphone.fm/adchoices

So much for smooth sailing for markets in 2024! After making a lot of money on the long side this year notably with hot AI trades like Nvidia, investors are battling through their worst stretch of turbulence in some time. Yahoo Finance Executive Editor Brian Sozzi sits down with AlphaSimplex chief research strategist Kathryn Kaminski. Kaminski has decades of experience in the markets, and doesn’t approach assessing stocks and asset classes in conventional ways. To Kaminski, when everyone is yelling fire in the crowded theater that could be a great time to find exciting buying opportunities. With markets having a volatile August that has caught many investors off guard, what should be one’s playbook for success entering the fall? Kaminski reveals her top strategies. 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 https://finance.yahoo.com/videos/series/opening-bid/.Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.00:00-Kathryn Kaminski joins Opening Bid05:00-Day in the life of an investor07:20-Trend following as a strategy11:00-Investor complacency15:40-How do new investors build a portfolio in this environment?16:30-Want to buy Nike...18:40-Success of systematic investmentsYahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.Kathryn Kaminski, PhD, CAIA, is the Chief Research Strategist and Portfolio Manager at AlphaSimplex Group, focusing on quantitative and systematic futures trading. She is also the co-author of 'Trend Following with Managed Futures: The Search for Crisis Alpha.' Learn more about your ad choices. Visit megaphone.fm/adchoices

Is the US in a recession? Are businesses pulling back on transformation projects for fear of who wins the White House? And speaking of the White House, what is the aftermath internationally for businesses after a brutal election season cycle? Yahoo Finance Executive Editor Brian Sozzi chats with Cognizant CEO Ravi Kumar on the state of the world economy, especially in the United States with recession fears swirling. Kumar is also no stranger to the power of artificial intelligence. Kumar thinks AI will severely disrupt how business is done and by extension, the jobs market globally. The time is now for workers to get prepared for this transformational change.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 https://finance.yahoo.com/videos/series/opening-bid/.Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.00:00-Ravi Kumar joins Opening Bid05:00-India as an emerging market08:00-How geopolitical uncertainty effects tech and business13:00-AI is slow to pick up but sharp to take off19:00-Let's look at rate cutsYahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.Ravi Kumar is the CEO of Cognizant focusing on success in the golden era of technology. Learn more about your ad choices. Visit megaphone.fm/adchoices

The stock market is going through a severe rough patch amid concerns on Fed policy and fears that AI stocks like Nvidia are crazy overvalued. Not helping sentiment are growing fears around the presidential election in November. So what is an investor to do when down seems like up and up seems like down? Yahoo Finance Executive Editor Brian Sozzi chats with Wind Shift Capital Founder Bill Blain. Blain pulls no punches in this convo, voicing his concern on Tesla’s stock price and big-cap tech stocks like Apple. However, Blain is more bullish on the outlook for Boeing under its new CEO and thinks a turnaround could happen sooner rather than later. As for markets, Blain doesn’t see a stock market crash on the horizon amidst major volatility this summer. But that doesn’t mean he sees the start of a new bull market, either.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 https://finance.yahoo.com/videos/series/opening-bid/.Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.00:00-Bill Blain joins Opening Bid01:30-AI is slower and more expensive than we thought04:00-The problem of compliance-written market commentary08:30-Tesla to 10K? Simply unrealistic13:50-Harris or Trump; who is better for stocks?16:40-UK economy compared to global marketsYahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.Bill Blain is CEO of Wind Shift Capital advising clients on alternative asset investments, and author of Blain's Morning Porridge—his say-it-like-it-is market commentary. Learn more about your ad choices. Visit megaphone.fm/adchoices

Tesla is having a tough summer. The EV leader is fresh off a challenged second quarter amid slowing demand for plug-in autos and greater price competition from the Big 3 automakers. The company also delayed the unveiling of its robotaxi vision to October. As a result of these concerns, Tesla shares have dropped 16% in the past month. Injecting further volatility into the name: Elon Musk’s vocal support for former president Donald Trump in his latest attempt to secure the White House. Yahoo Finance Executive Editor Brian Sozzi chats with Tesla expert and investor Alexandra Merz. Merz—who goes by @TeslaBoomerMama on X—is known for her in-depth posts on the fundamentals of Tesla. She is also viewed as a go-to ringleader for fellow Tesla retail investors, and puts forth thought-provoking ideas on how Elon Musk could further leverage his AI kingdom.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 https://finance.yahoo.com/videos/series/opening-bid/.Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.00:00-Alexandra Merz joins Opening Bid01:00-Market watch: tech stocks down06:00-Merz on Tesla: "vision to action"08:00-Robotaxis15:00-Stocks go up and down, but the technology has to continue to grow20:00-What happens to Tesla after Elon Musk?Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.Alexandra Merz—a self-described Elon fangirl—is the Founder & CEO of L&F Investor Services. Learn more about your ad choices. Visit megaphone.fm/adchoices