Opening Bid

Music catalogs remain hot assets for acquisition by those financial powerhouses with the money to purchase them. Look no further than the sale of Bruce Springsteen’s catalog to Sony in 2021 for a reported $500 million. Brian Sozzi sits down on the Opening Bid podcast with Reservoir Media (RSVR) founder and CEO Golnar Khosrowshahi. Khosrowshahi is a veteran in the music industry, spending more than 17 years building up Reservoir through the acquisition of music catalogs and publishing outfits. Today, the company sits at the interaction of music and streaming media with an eye toward continuing to purchase catalog assets and earn royalties. Though risks to the business exist in the form of rising values for catalogs for legendary performers and the shift to AI generated music. Khosrowshahi shares her outlook for the music industry, and also her leadership journey growing up in Iran to running a major company today.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-Golnar Khosrowshahi on Opening Bid2:30-What do Joni Mitchell, John Denver, and voice of Lion King have in common?6:15-Future of Streaming11:40-Thoughts on Chappel Roan Grammy's speech demanding artists making a living wage13:30-AI impact on making music17:50-Future of good music20:30-HOT TAKEYahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.Golnar Khosrowshahi is the Founder and CEO of Reservoir, a global, independent music company, with operations across music publishing, recorded music, and management. It is the first female founded and led publicly traded independent music company in the U.S. In addition to her role as Founder and CEO of Reservoir, Golnar serves on the boards of National Music Publishers’ Association, NMPA’s S.O.N.G.S. Foundation, Silkroad, and the New York Philharmonic. Learn more about your ad choices. Visit megaphone.fm/adchoices

ZoomInfo (ZI) was bootstrapped in 2007 by founder and CEO Henry Schuck with $25,000 in credit card debt. The data intelligence play started its life by focusing on small to medium-size businesses looking for ways to connect with key contacts at larger companies and better understand customers. Today, the company has entered the AI age and is fresh off posting more than $1.2 billion in annual sales. The company could eclipse that level in 2025, according to new guidance shared this week on its earnings release. So, what’s next for this under-the-radar tech player? Yahoo Finance Executive Editor Brian Sozzi chats with Zoominfo founder and CEO Henry Schuck to discuss just that. Schuck shares lessons on how he has grown ZoomInfo, from mistakes to best lessons learned. He also dives into how ZoomInfo will be playing in the AI space against some of its biggest competitors.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-Henry Schuck on Opening Bid00:45-Preparing for an earnings call06:31-How a business innovates with AI11:27-Stock repurchase plan15:00-Shaping a strong business19:30-HOT TAKEYahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.Henry Schuck has served as Chief Executive Officer and Chairman of ZoomInfo (formerly DiscoverOrg) since founding it in 2007. Henry led ZoomInfo as it became the first tech company to go public during the COVID-19 pandemic. Including the company’s acquisition of Zoom Information in 2019, he has overseen 13 acquisitions in total. Prior to founding ZoomInfo, Henry was VP of Research & Marketing at iProfile, a sales intelligence firm focused on the IT market. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this engaging discussion, Eric Jackson, founder of EMJ Capital, dives into the whirlwind of Nvidia’s latest earnings call. He delves into the strong demand for Nvidia’s new Blackwell chip, discussing how it could redefine future product offerings. With nuanced insights, Jackson addresses concerns over stock volatility and competitive pressures, while also speculating on potential growth in AI infrastructure. Expect to hear about the strategic decisions companies and countries face in the evolving AI landscape and the excitement surrounding upcoming product announcements.

Robinhood (HOOD) has been on one of the more blistering paces of innovation from the fintech space the last twelve months. The overarching goal? Make the platform way more than a place for a 22-year-old to trade GameStop. Think of a one-stop shop for stocks, crypto, retirement, and even credit cards. Brian Sozzi sits down on the Opening Bid podcast with the person leading the charge at Robinhood on these fronts, co-founder and CEO Vlad Tenev. The company has expanded into event contracts with a successful debut for the election — although efforts to wade into the Super Bowl were frowned upon by lawmakers. In January, the platform provider debuted futures and index options trading. The company has since released Robinhood Legend, billed as a sleeker platform that targets more sophisticated traders. Robinhood Legend allows up to eight charts open in a single window, and it could elevate various technical indicators such as Bollinger Bands. This as the Trump administration eyes stablecoin frameworks this year and explores the potential of a bitcoin reserve — both of which could be major tailwinds to Robinhood and competitors such as Coinbase.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-Vladimir Tenev on Opening Bid01:40-Building the Robinhood dream05:00-Reflecting on family10:04-What's next in crypto for Robinhood?14:30-SEC ends crypto probe17:12-The future of 24 hour trading20:30-HOT TAKEYahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.Vladimir Tenev is the CEO and Co-Founder of Robinhood Markets and, since November 2020, has served as Chief Executive Officer and President of Robinhood Markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

Louis Navellier, founder and chairman of Navellier & Associates, shares his deep insights into the stock market, particularly Nvidia, which he boldly claims is the stock of the next decade. He discusses Nvidia's anticipated earnings, confident in its position within AI and quantum computing, while also urging caution over valuation metrics. Navellier elaborates on the broader market dynamics, touching on economic trends and the importance of patience in identifying fundamentally sound stocks, positioning investors for future growth.

The market has taken a few punches this month in the form of non-stop headlines from the Trump administration. Concerns about policy chaos and tariffs has some investors wondering if the froth in the market needs to simmer down before putting new money to work. Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid podcast with Russell Investments president and CIO Kate El-Hillow. Russell Investments has more than $330 billion in assets under management. El-Hillow thinks the AI trade remains one of the better ones to bet on, but there are other ways to do so besides current trending names. While the AI trades have remained generally solid in 2025, they have fluctuated at times amid rising concerns about Trump tariffs. El-Hillow says tariff risk is a real risk to markets and the bottom lines of companies. And what ends up happening with tariffs could influence the Federal Reserve, which, of course, will have ramifications for investors.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-Kate El-Hillow on Opening Bid00:15-Stocks of the Day: Gamestop, Nvidia, Palentir02:10-Evaluating a questionably frothy market05:00-Are people still excited about the Mag 7?08:15-Tariffs and your portfolio12:40-Diversification and alternatives16:00-How to invest in private markets20:00-HOT TAKEYahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.Kate El-Hillow serves as President and Chief Investment Officer for Russell Investments, the global investment solutions provider founded in 1936 with approximately $325 billion in assets under management. Based in New York, Kate oversees all aspects of the investment division including asset management, implementation, and research to deliver overall client investment solutions. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bausch + Lomb said this month it had explored taking the company private with a third-party buyer. No deal was reached as a consortium of private equity firms TPG and Blackstone reportedly backed out. Bausch + Lomb (BLCO) said it would not pursue a transaction at this time. But it reiterated a view that a full separation from Bausch Health Companies (BHC) is still the goal. Bausch Health Companies owns 88.4% of Bausch + Lomb. So what’s next for the the healthcare icon? Yahoo Finance Executive Editor Brian Sozzi chats with Bausch + Lomb chairman and CEO Brent Saunders. Saunders is known as one of the biggest dealmakers in the pharmaceutical industry of the past 15 years. Saunders returned to Bausch + Lomb as CEO in March 2023. In May 2013, he was also the CEO of Bausch + Lomb, responsible for its $8.7 billion sale to Valeant Pharmaceuticals. He then took over as the CEO of Forest Laboratories. By February 2014, Saunders orchestrated a sale of the company to Actavis for $25 billion. He assumed the CEO position. From there in November 2014, he pulled off a $70 billion acquisition of Allergan and became its CEO. It's there where Saunders' star quickly rose in media circles, overseeing the commercial success of botox and doing battle with feared activist investor Carl Icahn. Saunders then sold Allergan to Abbvie (ABBV) for $63 billion in a deal that closed in May 2020. He says no deal is imminent for Bausch + Lomb.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-Brent Saunders on Opening Bid03:00-A vast career leading on route to CEO06:30-Future of eye care industry09:30-Consequences of our activities on our eye health12:15-State of company: Bausch + Lomb17:50-Health care industry outlook20:40-HOT TAKEYahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.Brent Saunders is an American biopharma executive and entrepreneur who is the chairman and CEO of the health company Bausch + Lomb. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Super Bowl is in the books, with the Philadelphia Eagles delivering a commanding win over the Kansas City Chiefs. Companies paid a steep $8 million for a 30-second TV spot, up from $7 million in 2024. Now, sports and media watchers can return to their regularly scheduled programming. That programming is of high intrigue. For one, rights deals for Formula 1 and the UFC are on the table in 2025. The UFC alone could command a $1 billion a year deal, more than double the one it currently has with Disney-owned ESPN. Media watchers will be looking out for whether both sports end up on streaming channels amid the struggles at legacy media giants.In the meantime, the NFL can opt out of its rights deal with all media partners except for Disney after the 2028-2029 season. If they do opt out and head to a Netflix that is not hiding its appetite for live sports, it could alter the TV business forever. Yahoo Finance executive editor Brian Sozzi chats with longtime media executive David Levy about these tectonic shifts in the industry, especially on the sports front. Levy spent 32 years running Turner, leading its sports portfolio and even the Cartoon Network. Today, Levy is the founder and co-CEO of Horizon Sports & Experiences—which is making a bold bet on pickleball.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-David Levy on Opening Bid02:30-What Superbowl numbers say about streaming05:09-Changing times for established media like Turner, ESPN, ABC08:50-Podcasters making money has nothing to do with TV10:45-The rise of pickleball13:30-Opportunities in women's sports16:10-Reinvention of sports for programming like fantasy football21:30-HOT TAKEYahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.Long regarded as one of the media industry’s most influential executives, David Levy currently serves as the co-CEO and founder of Horizon Sports & Experiences – HS&E. HS&E has a core focus on IP creation, and monetization, strategic advisory and consulting media rights, sponsorships, sales and experiential. Prior to HS&E, Levy served as President of Turner, offering content and advertising solutions to some of the most valuable brands in the world to audiences in sports, entertainment, news and children’s programming. Learn more about your ad choices. Visit megaphone.fm/adchoices

Amazon is one of the Magnificent 7 components managing to cling to gains this year, eclipsed only by Meta. The rest of the closely followed trading acronym is down, led by a plunge in Tesla. The gains on Amazon are interesting given how much it plans to spend on capex this year. Similar to Microsoft and Meta this earnings season, Amazon recently uncorked a whopper of a capital spending guide. It sees $104 billion in capital expenditures this year, well above analyst forecasts of $80 billion to $85 billion going into its earnings reports. The Street has opted to stay bullish on Amazon after its results and surprising guidance for two reasons. Most analysts have pointed to a sales reacceleration in the key Amazon Web Services (AWS) cloud business later this year, amid the company's aggressive spending. And two, the company is driving a good bit of efficiency out of its bread and butter retail network. But can the bullishness on Amazon be sustained? Yahoo Finance executive editor Brian Sozzi sits down on the Opening Bid podcast with Morgan Stanley managing director Brian Nowak. Nowak has an Overweight rating on Amazon’s stock. Part of Nowak’s call reflects what Amazon is working on in terms of robots, an element to the investment thesis not often discussed.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-Brian Nowak on Opening Bid01:40-Evaluating Amazon stock post-earnings04:50-Alexa & AI08:40-Is Meta's future looking bleak?14:15-Deep dive into Amazon's robots18:20-Competitive advantage20:50-HOT TAKEYahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.By bringing together strategic insights on how consumer Internet companies and leading platforms are changing and monetizing consumer behavior, and incorporating big picture themes into detailed models Brian Nowak leads the Morgan Stanley Internet research team in crafting actionable insights for clients.Brian Nowak disclosures for companies mentioned in episode:Amazon.com Inc: Investment relationship: Yes | Individual owns: No | Family owns: No | Company owns: YesMeta Platforms Inc: Investment relationship: Yes | Individual owns: No | Family owns: No | Company owns: Yes Learn more about your ad choices. Visit megaphone.fm/adchoices

On paper, the US economy continues to chug along three weeks into the Trump presidency. The January jobs report showed a solid 143,000 jobs created. Inflation is stable. And big cap tech companies such as Amazon and Meta continue to invest aggressively to build out AI infrastructure. While these are positive reads on the economy, it’s certainly not too hard to see the dark clouds forming on the horizon. President Trump has thrust the US into trade wars with China, Mexico and Canada. That stands to reignite inflation and possibly bring rate hikes from the Fed back on the table. Yahoo Finance executive editor Brian Sozzi chats with Apollo Global Management chief economist Torsten Sløk to get his read on the tariff situation. Do tariffs tip the economy into a short-term recession and the markets into a fresh tailspin? Slok also serves up his economic predictions for the rest of 2025.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-Torsten Sløk on Opening Bid03:30-Impact of tariffs on GDP06:30-The trade war s**t show12:45-An inflationary call that stands out16:45-Why do things look more expense?Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.Torsten Sløk joined Apollo in August 2020 as Chief Economist and he leads Apollo's macroeconomic and market analysis across the platform. Learn more about your ad choices. Visit megaphone.fm/adchoices