Opening Bid Unfiltered

Is Nvidia (NVDA) the best place to stay in terms of AI? Or does one warm back up to Apple (AAPL) ahead of the debut of its Apple Intelligence suite? Yahoo Finance Executive Editor Brian Sozzi goes on the search for the next hot tech stock trade with EMJ Capital founder Eric Jackson.Two things in markets have held true in 2024. One, the stock market opens and closes at the same times each day. And two, investors large and small love the AI trade! What’s not to like about tech companies that are at the leading edge of this exciting technology. Companies such as Nvidia are unable to keep pace with demand for their products, driving higher prices and profits. Even a legacy player like Intel is getting in big into all things AI. The stock prices of AI centric names have remained virtually bulletproof as investors await the next big upward lift to guidance. But really, how long can this all last - especially in front of a pivotal presidential 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-Eric Jackson joins Opening Bid1:00-Nvidia bubble?8:00-BS tech detector12:30-Is Tesla an AI company?19:00-Nvidia market capYahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky. Eric Jackson is the Founder of EMJ Capital with a proprietary AI/ML-driven algorithm for selecting long/short tech equities.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Fed Watch Advisors Founder and Chief Investment Officer Ben Emons joins Yahoo Finance Executive Editor Editor Brian Sozzi and the pair dive into the potential for massive interest rate cuts, if stocks are silly overvalued and if Trump would make the market even greater again.The stock market is pumped up on a view that the Federal Reserve will make it rain free money once more. Many pros think a cooling US economy and waning inflation set the stage for a barrage of interest rate cuts starting in the fall. And with those lower interest rates, a land of even higher stock prices for top names such as Apple and Nvidia are unlocked. But is that just wishful thinking? Should investors think through this one more rationally? Meantime, former President Donald Trump is leading in the polls versus sitting President Joe Biden. That has begun to reignite what is known as the “Trump Trade” on Wall Street. It also has people calling out danger ahead for the economy.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-Ben Emons joins Opening Bid01:00-All things rate cuts05:00-Markets don't vote for presidents11:00-Would Trump remove Jerome Powell?22:00-Don't forget the big word: diversifyYahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.Ben Emons is the Founder and Chief Investment Officer of Fed Watch Advisors. Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you a hungry, curious investor on the hunt for the hottest market commentary? Join Yahoo Finance Executive Editor Brian Sozzi every Monday, Wednesday, and Friday starting at 8AM. Your journey to smart investing begins here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Yahoo Finance Executive Editor Editor Brian Sozzi goes inside the future of the plant-based food industry with Impossible Foods CEO Peter McGuinness. McGuinness shares potential outcomes for his business, and why he is backing hot dog eating legend Joey Chestnut.The plant-based food industry burst onto the scene more than a decade ago thanks to a battle between then new upstarts Beyond Meat and Impossible Foods. Each company raced to secure deals with fast-food giants such as McDonald’s and Burger King. Beyond Meat had a glitzy IPO, while Impossible Foods continued to raise large sums of money at impressive valuations. Then the COVID-19 pandemic hit, and consumers began to rethink their commitment to meat alternatives. Consumers questioned the healthiness of the ingredients in the products. At the same time, the products continued to be higher priced relative to traditional forms of meat. Against the backdrop of prolonged inflation, consumers have shunned these more expensive products. Beyond Meat’s stock has crashed, and Impossible Foods hasn’t ruled out a sale to a larger food company. So what’s the end game here?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 http://finance.yahoo.com/videos/series/opening-bid/.Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.00:00-Peter McGuinness joins on Opening Bid01:30-Joey Chestnut barred from Nathan's Famous after signing with Impossible Foods06:00-Value of plant-based retail market14:00-Taste and affordability needed for parity19:00-Language around "fake meat" found to be thinYahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky and Alexander Frangeskides.Peter McGuinness is the President and CEO of Impossible Foods, and previous President and COO of Chobani. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ask most investors and they'll say they've had a great year. The S&P 500 is up double-digits. Nvidia’s stock has captivated the masses amid its epic gains, and corporate profits continue to rock as the economy chugs along. Some would even argue the stock market is in melt-up mode, and could continue with those vibes for a while barring a heavy dose of cold water. The bulls may be ignoring a large bucket slowly starting to pour out cold water, however, in the form of a heated presidential contest between President Joe Biden and former President Donald Trump. The outcome of the election could have major ramifications for sectors like autos to an average American seeking to keep their taxes low. So how does one prepare their wealth to head into this eye of the storm? Yahoo Finance Executive Editor Editor Brian Sozzi sits down with Bradesco BBI head of equity strategy Ben Laidler. Ben says "the pillars of this bull market are not dependent on the politics".00:00-Ben Laidler on Opening Bid2:00-Has the market accepted Trump?8:15-China and global market analysis13:00-Nvidia and tech16:20-Market FOMO (fear of missing out)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.Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.Ben Laidler is Bradesco BBI's head of equity strategy. Learn more about your ad choices. Visit megaphone.fm/adchoices

Newsflash to the people that love investing in Apple (AAPL), Microsoft (MSFT), Google (GOOG), Netflix (NFLX), Meta (META), Amazon (AMZN) and Nvidia (NVDA). We can confirm there ARE other great tech companies to invest in! They may not garner Nvidia like headlines and visions of $10 trillion valuations, but names such as Hubspot (HUBS), Micron (MU) and other under the radar names offer up great potential opportunities. In fact, in many cases these companies are poised to cash in on the AI arms race just the same as Nvidia. So how do you find these best of breed tech companies in a sea of hype? And what should you be doing with tech stocks more broadly into a heated presidential election cycle? Yahoo Finance Executive Editor Editor Brian Sozzi sits down with Goldman Sachs Asset Management portfolio manager Brook Dane to dive into the world of the world’s most volatile, lesser known tech stocks. Who wins the AI race from this crop of up and comers? Dane has the deets, and shares his tried and true tech investing playbook.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-Brook Dane joins Opening Bid01:00-How is the market impacted by the presidential debate05:00-Market projections with AI regulations questions16:00-Stocks to watch20:30-What's up with SnapchatYahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.Brook Dane is a portfolio manager at Goldman Sachs Asset Management. Learn more about your ad choices. Visit megaphone.fm/adchoices

Check out another great show from Yahoo Finance... Financial Freestyle!... Aiming to empower our audience with actionable insights, expert advice, and inspirational stories. Ross Mac and guests will discuss the wealth building journey, and what it takes to build a lasting financial footprint. Learn more about your ad choices. Visit megaphone.fm/adchoices

The iconic New York Stock Exchange trading floor looks a lot different than it did in its heyday in the 1980s. Blame the advance of technology, of course. Despite the onslaught of super advanced trading technology, there are still real humans on the floor doing important work daily for investors all around the world. No one knows that better than the “Einstein of Wall Street”, Peter Tuchman. Tuchman – also known as the most photographed person on Wall Street because of white Einstein-looking hair – has been a fixture on the floor for decades, providing timely insight for clients during good and bad times. Yahoo Finance Executive Editor Editor Brian Sozzi chats with the long-time New York Stock Exchange floor trader Peter Tuchman. What’s next for the red-hot Dow Jones Industrial Average? How about the unstoppable stock price of AI chip darling Nvidia? Tuchman shares his invaluable perspective.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 http://finance.yahoo.com/videos/series/opening-bid/.Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.00:00-Peter Tuchman joins Opening Bid00:55-The famous Tuchman's origin story04:00-Wall Street in the '80s09:00-Living through all the crises and crashes: '87 to 9/1112:20-Dow at 40,000 but what's next?17:20-Tuchman on GameStopYahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.Peter Tuchman is a long-time stock trader on the floor of the New York Stock Exchange, also known to be as "Einstein of Wall Street." Learn more about your ad choices. Visit megaphone.fm/adchoices

Amazon didn’t become its beastly, dominant self by sitting back and watching its competitors do business. Quite the contrary. The Jeff Bezos founded company has long been seen as ruthless on prices and a relentless innovator. At the core of those things is the notoriously cutthroat Amazon culture, which is believed to be a win at any cost mindset. But Amazon’s ways may be catching up to it, with the FTC on the attack against the company for its alleged monopolistic behavior. So what’s next for Amazon and its investors? Yahoo Finance Executive Editor Editor Brian Sozzi talks with WSJ reporter Dana Mattioli about her explosive new book "The Everything War: Amazon’s Ruthless Quest to Own the World and Remake Corporate Power." Neuberger Berman senior research analyst Daniel Flax – who has long covered tech stocks such as Amazon – also joins the conversation.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 http://finance.yahoo.com/videos/series/opening-bid/.Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.00:00-Dana Mattioli and Dan Flax join Opening Bid01:00-The Amazon culture driven by Jeff Bezos09:00-What does Amazon's fierce competition mean for for their employees and shareholders?12:10-FTC anti-monopoly lawsuit that Amazon faces17:07-How AWS stands up as a separate businessYahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.Dana Mattioli is the author of "The Everything War: Amazon’s Ruthless Quest to Own the World and Remake Corporate Power" as well as a reporter at the WSJ.Daniel Flax is a senior research analyst Neuberger Berman. Learn more about your ad choices. Visit megaphone.fm/adchoices

If there has been any constant down the aisles of supermarkets and on the racks at clothing stores, it’s inflation. While inflation has started to cool down, the reality is that prices for stuff continue to be high – and that remains a top of mind problem for consumers and consumer companies. Some retailers have fared well against this backdrop, namely a discounter such as Walmart. Others like Macy’s and Best Buy have struggled as households cut back on non-essential items. And while many feign to meme stock frenzy, what’s the actual best investments in retail? Yahoo Finance Executive Editor Brian Sozzi talks with always entertaining investor, retail expert, author and partner at Wall Street Beats Jeff Macke.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 http://finance.yahoo.com/videos/series/opening-bid/.Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.00:00-Jeff Macke joins Opening Bid02:20-Jeff Macke early origins: 'I grew up in Targets'08:40-The impact of shrinkflation and shoplifting on retail12:00-GameStop: the 'dump truck' company18:00-Starbucks analysis22:00-Tips for young investorsYahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.Jeff Macke is an investor and market commentator, with years at CNBC and Yahoo Finance alike. Learn more about your ad choices. Visit megaphone.fm/adchoices