Opening Bid Unfiltered

Not many internet companies from the past 30 years conjure up the allure of Yahoo. The tech pioneer was the first guide for people to the fast-growing internet in the mid to late 1990s. Along the way came legendary products such as Yahoo.com, Yahoo Finance, Yahoo Sports, Yahoo News and Yahoo Mail. These timeless products endure today as the go-to trusted guide for millions of people around the world in their respective categories. Amidst its rocketship-like success also came a dose of fascinating headlines in the 2000s, ranging from an offer by Microsoft (MSFT) to buy the company for $45 billion and a decision to make an early investment in then Jack Ma-led upstart Alibaba (BABA). In the milestone 100th episode of the Opening Bid vodcast, Yahoo Finance Executive Editor Brian Sozzi sits down with Yahoo co-founder and AME Cloud Ventures Founding Partner Jerry Yang. Yang shares leadership lessons learned from the early days of Yahoo and how the next generation of entrepreneurs could apply them to achieve success in the era of AI. Yang also wades into the outlook for the internet as it continues to experience disruption amid the rise of AI and ChatGPT. While Yang reflects fondly on his time creating the Yahoo juggernaut, he has since gone on to be an early-stage investor in many of the companies powering the world today, such as Zoom (ZM). Yang offers insight into how he is investing today and why.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-Jerry Yang on Opening Bid00:50-Yahoo legacy and building the company from the ground up12:50-The future of the internet and AI 18:15-Government’s understanding of AI impact20:20-AI investing24:35-SoftBank CEO Masayoshi Son26:02-The future of Alibaba (BABA) and Jack Ma. 27:50-US & China relations heading into 202530:30-Yang on Steve Jobs32:00-Advice for next generation of entrepreneursYahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.Jerry Yang is the AME Cloud Ventures Founding Partner and Yahoo! Co-Founder. Learn more about your ad choices. Visit megaphone.fm/adchoices

Month after month, Tesla (TSLA) continues to be one of Yahoo Finance’s top most active tickers. And as a big car lover, it’s no surprise that Yahoo Finance Executive Editor Brian Sozzi had to spend an entire Opening Bid episode focusing on our top Tesla conversations from the year. With critical investment insights, competitive landscape analysis, and absolute fangirl hype, this episode is chock-full of diverse Tesla commentary. You’ll hear from L&F Investor Services CEO Alexandra Merz, Gerber Kawasaki Wealth and Investment Management CEO Ross Gerber, and Bank Of America Securities Senior Automotive Analyst John Murphy.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-Tesla: Opening Bid year-in-review00:40-Alexandra Merz, L&F Investor Services CEO10:30-Ross Gerber, Gerber Kawasaki Wealth and Investment Management CEO18:45-John Murphy, Bank Of America Securities Senior AutomotiveYahoo 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

From Investing 101 to the future of AI and even the billionaire mindset, Opening Bid has brought you key coverage from all angles of the investing world. In this episode, you’ll hear from several top names, including Howard Buffett, CEO and Chairman of the Howard G. Buffett Foundation; Ford (F) CEO Jim Farley; Salesforce (CRM) Co-Founder, Chairman, and CEO Marc Benioff; Economist Judy Shelton; and Suntory (STBFY) CEO Tak Niinami.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-Top guests: Opening Bid year-in-review00:50-Howard Buffett, CEO and Chairman of the Howard G. Buffett Foundation07:30-Jim Farley, Ford CEO12:15-Judy Shelton, economist17:00-Marc Benioff, Salesforce Co-Founder, Chairman, and CEO20:40-Tak Niinami, Suntory CEOYahoo 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

Bitcoin (BTC-USD) exploded this year, reaching new heights following the election of President Trump. Yahoo Finance Executive Editor Brian Sozzi spoke to several key players in the space on Opening Bid, bringing you their investing approaches and what to look out for in the future of cryptocurrencies. In this episode, you’ll hear from PayPal (PYPL) CEO Alex Chriss, BNY Mellon (BK) CEO & President Robin Vince, and Benchmark Managing Director and Senior Research Analyst Mark Palmer.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-Crypto: Opening Bid year-in-review01:00-Mark Palmer, Benchmark Managing Director and Senior Research Analyst13:50-Alex Chriss, PayPal CEO20:20-Robin Vince, BNY Mellon CEO & PresidentYahoo 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

From Nvidia (NVDA) to startups or even humanoid robots, it seems that every company under the sun found a way to incorporate AI into their business in 2024. On Opening Bid, Yahoo Finance Executive Editor Brian Sozzi spoke with numerous key players in the space to get their takes on the AI explosions and help you wrap your head around the ever-evolving technology. In this episode, you’ll hear moments from key conversations with C3.ai (AI) Founder and CEO Tom Siebel, the iconic Property Brothers, 22V Research Managing Director and Head Of Derivative Strategy Jeff Jacobson, and the Citi Global Insights team, with Head of Innovation & Technology Rob Garlick and research analyst Wenyan Fei.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-AI: Opening Bid year-in-review01:30-Jeff Jacobson, 22V Research Managing Director and Head Of Derivative Strategy10:00-Tom Sibel, C3.ai Founder and CEO16:35-Wenyan Fei & Rob Garlick, Citi Global Insights team21:40-Property BrothersYahoo 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

The market wasn't surprised by the Federal Reserve's decision to cut the fed funds rate by 25 basis points on Wednesday. But the outlook that showed FOMC members only expect two rate cuts did, sending stocks plummeting. In an interview with Yahoo Finance Executive Editor Brian Sozzi on Opening Bid, San Francisco Fed President Mary Daly said the decision to cut was a "close call" that "took a lot of deliberation" but that she ultimately decided "it was appropriate to reduce it 25 basis points. That will be a hundred basis points of recalibration. And I see that as right-sizing the policy rate level to the economy we have, recognizing the progress on inflation, recognizing the labor market's now well-balanced. There's one job opening for every unemployed worker. That's a perfect balance."Daly sees the "recalibration period" as "completed" meaning the Fed can now make decisions more slowly as they get more data to process.On the issue of the 2025 outlook, Daly stresses that it is a projection but that the Fed remains committed to bringing inflation down, "and that will mean restricted policy through the year in all likelihood." Daly says if inflation were to rise, she wouldn't rule out raising rates, but that's not something she sees on the horizon. Ultimately, Daly says, "I do not see that we're done cutting rates. I just see that we're going to adjust rates at a slower pace."So what will Daly be watching to make her next rate decision? Inflation and employment data, of course. But also what she is hearing from those who live and work in her district. What are they seeing on the ground? Are businesses hiring? Laying people off? On that point, she says, "I'm hearing that they're not really brushing off their layoff plans, they're just thinking carefully about the amount of hiring they do, and they're thinking carefully about whether they refill jobs if people attrit or leave the jobs."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.Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.Mary Daly is the Federal Reserve Bank of San Francisco President and CEO.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Corporate America is gearing up for Trump 2.0, having already gotten a flavor of what Trump has in mind. Potentially crushing fresh tariffs on China, even if it means higher levels of US inflation. Mass deportations come with their own set of economic risks. And soon, a new leader atop the Federal Reserve. Is there any way a top executive could prepare for uncertain outcomes tied to these initiatives from the Trump administration? How does one lead their teams when uncertainty begins to reign supreme again? Yahoo Finance executive editor Brian Sozzi sat down with former TD Ameritrade CEO and former head football coach at Coastal Carolina University Joe Moglia. Moglia is not only considered a market master for his work from 2001 to 2008 building TD Ameritrade into a trading powerhouse but also a leadership expert honed while coaching college football. Moglia shares his perspective on the record-setting year for markets, what’s next for investors, and how to lead with a clear focus in 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-Joe Moglia on Opening Bid02:30-"Be A Man"...but for everyone08:00-Evaluating Wall Street today15:45-Trump: the President of Bitcoin21:20-HOT TAKEYahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.Joe Moglia is the former CEO & Chairman of TD Ameritrade and former head football coach at Coastal Carolina University. Learn more about your ad choices. Visit megaphone.fm/adchoices

Robinhood has come a long way financially since it burst onto the scene during the meme stock frenzy. Amid a tighter control on costs and new product introductions, Robinhood has become a profitable business with its eyes set on taking on legacy financial platforms. The stock has surged this year as the business has pivoted to growth mode. Hence, the company has won Yahoo Finance’s ‘Comeback of the Year’ award. Yahoo Finance executive editor Brian Sozzi talks with Mizuho senior analyst Dan Dolev about the future of stock trading platform Robinhood. The company is becoming more than just a place to buy and sell stocks, think more wealth management player. And perhaps, sports betting. Dolev is a bull on the stock, and makes a compelling case for more upside after a big run-up this year.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-Dan Dolev on Opening Bid04:20-Robinhood price target08:20-Generational wealth under Robinhood13:20-Crypto outlook under Trump18:00-Analyst's recommendations on Robinhood and CoinbaseYahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.Dan Dolev is a Senior Financial Technology Analyst at Mizuho Securities. Learn more about your ad choices. Visit megaphone.fm/adchoices

Stocks don’t go up in a straight line, and that pertains to the market’s favorite name Nvidia as well! Shares of the chip-maker have fallen into correction territory, dropping by 12% from their November highs. Pros point to several factors for the sell-off, ranging from only an OK third quarter earnings report to signs of new competition from Amazon and Broadcom. Comments from Microsoft CEO Satya Nadella on chip supply have also weighed on Nvidia sentiment. Even still, Nvidia managed to secure the 2024 Product of the Year award for its work with game-changing AI chip Blackwell. Yahoo Finance executive editor Brian Sozzi is joined at the roundtable at the Nasdaq in Times Square by one of Wall Street’s most respected chip analysts, Bofa’s Vivek Arya. Arya has been a long-time bull on Nvidia, giving the company high marks for its leadership in chip design and execution. But despite that bullishness, he hasn’t shied away from urging caution on the stock in key periods for the company. Arya dives into his current thinking on the AI chip darling of the Dow Jones Industrial Average, and offers up a few predictions that will surely garner the attention of the many Nvidia bulls.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-Vivek Arya on Opening Bid03:30-Nvidia's growing pains09:00-What does Nvidia sell-off mean?13:30-The full chip landscape19:12-HOT TAKEYahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.Vivek Arya is a Wall Street analyst for BofA Securities, focused on technology, semiconductors, and AI. Learn more about your ad choices. Visit megaphone.fm/adchoices

It has been a year to remember for the auto industry. Tesla unveiled a cab that doesn’t need a driver. GM’s stock is on fire. And EV maker Fisker went bust. Yahoo Finance executive editor Brian Sozzi sits down with widely followed Bank of America auto analyst John Murphy. Murphy made headlines recently for a very bullish on note on Tesla following a visit to the company’s Texas Gigafactory. The two dive into that call, but also into the future of General Motors. GM has secured Yahoo Finance’s “Surprise of the Year” award after consistently beating earnings estimates this year. The company has executed impressively on new product introductions, cost cuts and stock buybacks. Shares have surged higher as a result. Can the gains for GM continue in 2025 as incoming President Trump aims to enact stiffer tariffs?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-John Murphy on Opening Bid00:50-GM CEO Mary Barra interview teaser06:20-2025 outlook for General Motors10:40-Evaluating a rollback standard of emissions under Trump15:15-How an analysts thinks through modeling for clients17:00-Tariff impact on automakersYahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.John Murphy is a Sr. Automotive Analyst at BofA Securities. He was recently inducted in the Automotive Hall of Fame having covered the automotive financial industry for over 20 years.John Murphy disclosures for companies mentioned in episode:General Motors: Investment relationship: Yes | Individual owns: No | Family owns: No | Company owns: Yes Learn more about your ad choices. Visit megaphone.fm/adchoices