エピソード

  • OpenAI, Apple, & Meta race to dominate the future of this tech
    2025/04/04
    Believe it or not, there are other things going on in the world of business and tech than tariffs and sell-offs in the "Magnificent 7." Take blockchain, crypto and Web3 – three areas that continue to see their fair share of startups seeking to make their names. Yahoo Finance Executive Editor Brian Sozzi sits down with Mysten Labs co-founder and CEO Evan Cheng. Cheng has spent good chunks of time in tech leadership roles at Apple (AAPL) and Meta (META). Since 2021, he has been building the Web3 platform Mylen Labs. The timing looks to have been spot on, as the crypto space has notched several wins under the Trump administration. With President Trump leaning into making the US the bitcoin (BTC-USD) capital of the world, what does it mean for Web3 early entrants such as Mylen Labs? Cheng weighs in,and shares how leadership lessons learned at Apple and Meta are paying dividends at his startup. 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 Langston Sessoms Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    23 分
  • Tariffs are the last thing apparel industry needs: Rebecca Minkoff
    2025/04/02
    Retailers are getting swept into the black vortex that are tariff headlines from the Trump administration. Big names such as Walmart (WMT), Target (TGT), Gap (GAP), and Abercrombie & Fitch (ANF) have warned about the impact of tariffs this year on profits. In the meantime, shoppers are growing concerned about what they will be paying for spring and summer apparel once tariffs kick in. The reality is that consumers may resist the higher prices, sending retailers off to offer profit-busting discounts and earnings warnings. Luxury goods companies are by no means immune to the challenges as their results have been powered by international shoppers and a wealthy class feasting on strong stock market gains (until now). Is there any reason to be optimistic about the sector? Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid podcast with noted fashion designer Rebecca Minkoff for her perspective on the state of retail. Minkoff created her company from the ground floor in the mid-2000s and has seen some of the highest of the highs and lowest of the lows in retail. Minkoff is also the author of the new book Fearless: The New Rules for Unlocking Creativity, Courage, and Success, where she aims to impart leadership wisdom to the next generation of female entrepreneurs. 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 Langston Sessoms Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    22 分
  • The biggest investing mistakes you keep making and why
    2025/03/31
    Sometimes figuring out the best way to invest your money is to look back at your mistakes and those of others. The reality is there is no one person that could accurately pick winning stocks day in and day out, or even over time. That may not be the vibe you hear in certain areas of investing such as on X or TikTok, or in the financial blogosphere. Investing remains tough, with so much information coming at you literally around the clock. The only way to get better is to be disciplined and live in a constant state of learning. Do those things, and you may have a better-than-average chance at wealth-building success. Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid podcast with money manager and longtime financial blogger Barry Ritholtz to discuss his new book called: How Not to Invest: The Ideas, Numbers and Behaviors That Destroy Wealth – and How to Avoid Them. Ritholtz is the co-founder and chairman of Ritholtz Wealth Management and has seen his fair share of investing mistakes over decades. In many cases, he has written about them on his blog as if to chronicle history’s biggest investing mistakes. The two discuss his new book and the biggest issues facing markets right now. 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 Langston Sessoms Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    25 分
  • Build-a-Bear CEO on reinvention and Trump tariffs
    2025/03/28
    Many mall-based retailers are struggling amid the shift to online shopping. Build-a-Bear (BBW), founded in 1997, isn't one of them. The retailer is making money, opening new stores, and has seen its stock price surge 2,200% in the past five years. So what’s the company’s secret ingredient? Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid podcast with Build-a-Bear CEO Sharon Price John. John has been one of the longest-serving CEOs of a public company, leading Build-a-Bear since 2013. During that stretch, she has pushed the mall-based retail chain to close to 600 locations worldwide. The company is doubling down on international store openings and innovative new stuffed animals. Despite the efforts, the company could see its profits clipped by the Trump administration’s tariffs. Build-a-Bear gets close to 50% of its costs of goods sold from China. Will the toymaker be forced to jack up prices on cash-strapped consumers? John shares her 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. Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    26 分
  • Trump tariff volatility pops CEO happiness bubble
    2025/03/26
    Tariffs, inflation and recession fears and slowing economic data have dominated investor attention in March. And all of these topics could dominate the minds of investors come April, too! Yahoo Finance executive editor Brian Sozzi sits down on the Opening Bid podcast with IBM (IBM) vice chairman Gary Cohn. Cohn served as the director of the National Economic Council during the first Trump administration. The former top executive at Goldman Sachs is seen as a key bridge between the current Trump administration and Wall Street. Cohn hasn’t hidden his differing view on tariffs compared to Trump, believing tariffs are a form of tax that cause inflation. Cohn weighs in on the potential economic impact of reciprocal tariffs on Trump’s self proclaimed April 2 ‘Liberation Day’, and if the country is moving closer to a recession. Given his view on AI from his work for IBM, Cohn also shares perspective on the tech space as important stocks such as Nvidia (NVDA) trade under pressure. 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 Langston Sessoms Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    24 分
  • Why Nvidia stock is still a must own
    2025/03/24
    Nvidia (NVDA) CEO Jensen Huang has had a month, as one would say. He provided more details on powerful new AI chips, such as Blackwell Ultra and Vera Rubin at its big annual GTC conference, chips that could help take civilization to a whole other level of productivity. At the same time, he moved to alter the narrative that DeepSeek's advances in AI equaled bad news for demand for Nvidia's chips. And to top it all off, he held a meeting with top quantum computing CEOs to make peace after sending the sector reeling earlier this year. Despite the flurry of headlines, Nvidia’s stock is still going in reverse. In fact, the stock has been lagging for the entire year. What gives? Yahoo Finance executive editor Brian Sozzi talks with BofA semiconductor analyst Vivek Arya about what’s weighing on Nvidia’s super hot stock, and why. Arya attended GTC and shares his firsthand account on what he learned on the ground. Arya is also fresh off upgrading shares of ailing chip-maker Intel (INTC) amid the appointment of a new CEO in Lip-Bu Tan. Sozzi and Arya discuss that big call and the state of the semiconductor industry. 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 Langston Sessoms Vivek Arya disclosures for companies mentioned in episode: Nvidia: Investment relationship: Yes | Individual owns: No | Family owns: No | Company owns: Yes Intel: Investment relationship: Yes | Individual owns: No | Family owns: No | Company owns: Yes Marvell: Investment relationship: Yes | Individual owns: No | Family owns: No | Company owns: Yes Broadcom: Investment relationship: Yes | Individual owns: No | Family owns: No | Company owns: Yes AMD: Investment relationship: Yes | Individual owns: No | Family owns: No | Company owns: Yes Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    25 分
  • Wendy's CEO: from AI-powered drive-thrus to thick bacon
    2025/03/21
    Much has been said about Chipotle (CMG) and Starbucks (SBUX) in restaurant circles over the past year. Chipotle finds itself with a new CEO in Scott Boatwright, who is looking to ramp store growth to a new level. And as he said on Yahoo Finance’s Opening Bid podcast, possibly bring more robots into its kitchens! As for Boatwright’s former boss Brian Niccol, he finds himself with the biggest challenge in an illustrious restaurant career — as a CEO at Starbucks trying to rejuvenate the coffee serving icon. One story that has gone under the radar is the reinvigoration of Wendy’s (WEN) under CEO Kirk Tanner. Tanner just passed his one-year mark at Wendy’s and fresh off an investor day, it’s clear he has big goals for an iconic American fast food chain founded by Dave Thomas. Yahoo Finance executive editor Brian Sozzi sits down on the Opening Bid podcast with Tanner to discuss his plans for the chain, including an aggressive pace of new store openings, AI powered drive-thrus and doubling down on breakfast. 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 Langston Sessoms Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    25 分
  • Why Nvidia GTC really isn’t so bearish
    2025/03/19
    Nvidia had a little bit of everything for investors at its annual GTC event on Tuesday afternoon. For one, there was great theater such as CEO Jensen Huang donning his trademark black leather jacket while giving out t-shirts from a t-shirt blaster. There were also a lot of large numbers tossed around, especially a prediction of the AI infrastructure buildout reaching $1 trillion by 2028. The company even took the wraps off a host of more powerful chips to hit the market in the next few years in Blackwell Ultra and Rubin. Yet, Nvidia’s stock declined 2% by the close of trading despite what was a reaffirmation of the Nvidia growth story. So what gives here with the world’s most important stock? Yahoo Finance executive editor Brian Sozzi sits down on the Opening Bid podcast with EMJ Capital founder Eric Jackson. Jackson shares his latest thinking on Nvidia and whether the bull run is poised to return…and when. 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 Langston Sessoms Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    24 分