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Opening Bid

Podcast Opening Bid
Yahoo Finance
Yahoo Finance’s Opening Bid decodes the frenzied trading day and the mystical world of business and finance like no one else in the game today. We serve you up ...

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  • Why Trump's tariffs may not crush Nike, Lululemon, or other retail stocks
    The retail sector felt somewhat well, having had a successful 2024 holiday shopping season. Many of the players in the space were looking forward to unemployment staying low and the Federal Reserve pausing rate hikes as key tailwinds to consumer spending in 2025. Then came the start of a trade war by returning President Donald Trump. The implementation of China tariffs stands to rattle retail supply chains and raise costs, which could hammer profit margins. Bottom lines could also be hurt if price increases related to tariffs get rejected by shoppers. Yahoo Finance Executive Editor Brian Sozzi chats with BMO Capital Markets analyst Simeon Siegel about which retailers are most exposed to tariffs. Should investors stay away from these names? The two also discussed the turnaround taking shape at Nike (NKE) under the new CEO, Elliott Hill. Key to the turnaround for Nike will be a better product to take on the likes of Decker’s Outdoor (DECK) and ON Running (ONON). 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 [email protected]. 00:00-Simeon Siegel on Opening Bid 1:25-We're focusing too much on tariffs 3:55-Defining inflation 6:10-We're in a trade-war, how should Nike and Lululemon respond? 10:07-Sell us on Nike's comeback 14:00-HOT TAKE Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky. Simeon Siegel is BMO Capital Markets' Managing Director & Senior Analyst, specializing in Retail and E-commerce. Simeon started his career at Goldman Sachs and his since worked on the #1 ranked Retail franchise at JPMorgan and Nomura | Instinet.   Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • Why Bill Gates agrees with Nvidia's CEO on quantum's timeline, plus new memoir 'Source Code': EXTENDED CUT
    Few companies have had the same impact on society as tech giant Microsoft (MSFT). Co-founded by Bill Gates and Paul Allen, the company fundamentally changed how work was done with the invention of Windows. Decades later, the company is back shaking up the world order again amid the AI boom. Microsoft has a lucrative stake in ChatGPT developer OpenAI. It’s powering businesses with the release of Microsoft Co-Pilot. The company has swallowed up a giant acquisition in video publisher Activision Blizzard with relative ease, while also leveraging insights from a LinkedIn business purchased several years ago. While Gates is no longer involved with the company day-to-day, he remains its spiritual adviser, so to speak. He also remains tremendously active in next-generation technology and trying to cure diseases via the Gates Foundation (formerly the Bill & Melinda Gates Foundation). But what is the story behind Gates, who is viewed as one of the most transformational leaders of the past fifty years alongside Apple co-founder Steve Jobs? In Gates' new book titled “Source Code," he aims to pull back the curtain on his childhood and rocketship rise to fame during his Microsoft years. Yahoo Finance Executive Editor Brian Sozzi sits down with Gates to drill into the book, as well as get Gates’ views on the future of AI, quantum computing, and healthcare. 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 [email protected]. 00:00-Bill Gates on Opening Bid 00:30-Reflecting on new book "Source Code" 06:30-Early days with Intel and Microsoft 09:30-Learning to code 12:00-Leadership at Microsoft 15:30-Drugs with Paul Allen 16:00-The beginning of Silicon Valley 21:00-Nvidia, AI, and quantum computing 26:00-Public health outlook Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky. Bill Gates needs little introduction; but here's the legend anyway. Bill Gates is a technologist, business leader, and philanthropist. In 1975, he co-founded Microsoft with his childhood friend Paul Allen and today he is chair of the Gates Foundation. Bill is the founder of Breakthrough Energy, an effort to commercialize c lean energy and other climate-related technologies, and TerraPower, a company investing in developing groundbreaking nuclear technologies.  Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • Why the fajitas king Chili’s is on fire, and so is it's parent stock Brinker International
    One of the hottest stocks in the world, surprisingly, isn’t AI darling Nvidia (NVDA). It’s actually Brinker International (EAT), which owns the restaurant chain Chili’s. How has the company regained relevance with an eating public that loves to order food from their mobile phones? Well, it starts by improving the food quality at the chain and aggressively marketing it. The company has also doubled down on its value offerings while also investing in new kitchen equipment to serve food faster. Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid podcast with the marketing wiz driving the turnaround at Chili’s, CEO of Brinker Kevin Hochman. What’s next for Chili’s? Hochman says to think ribs and fajitas, done better. 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 [email protected]. 00:00-Kevin Hochman on Opening Bid 03:20-Cost cuts to save their way to profits 04:00-Elevating the guac 08:30-How do they brand these crazy names? 13:20-Growth focused on new locations 18:30-AI and automations in the restaurants 22:00-Eating with your competitors Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky. Kevin Hochman serves as Chief Executive Officer and President of Brinker International, Inc., one of the world’s leading casual dining companies and home of Chili’s® Grill & Bar, Maggiano’s Little Italy® and two virtual brands: It’s Just Wings® and Maggiano’s Italian Classics™. He is also President of Chili’s and a member of Brinker’s Board of Directors. Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • China's DeepSeek has US questioning AI innovation pace: Snowflake CEO weighs in
    AI is developing at lightning-fast speeds. What is seen as game-changing on a Monday could be seen as behind the curve by Friday. Investors have been reminded of that this week as AI darling stocks such as Nvidia (NVDA) get punished on fears of DeepSeek. The China-based model maker that competes with OpenAI and Meta (META) has called into question the computing power that's needed to drive AI innovation. It has also raised concerns about whether the US is behind China in the great AI race. Yahoo Finance Executive Editor Brian Sozzi digs into this hot topic with Snowflake CEO Sridhar Ramaswamy. Snowflake’s technology is a key enabler of large language models, so the company has a prime seat to how fast the sector is moving and how. Ramaswamy shares his perspective on DeepSeek, and looks to put to bed the views Snowflake is being left behind in the AI race. 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 [email protected]. 00:00-Sridhar Ramaswamy on Opening Bid 02:15-DeepSeek rocks the AI community 07:15-Who else could rock the AI market? 11:20-How is Nvidia coping 16:15-AI guardrails and regulations 19:20-HOT TAKE Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky. Sridhar Ramaswamy is an Indian-American computer scientist and executive. He is the CEO of cloud-based data-warehousing company Snowflake Inc. since February 2024. Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • DeepSeek has shocked Nvidia and stock market bulls!
    Markets have had a case of whiplash in January. Rising bond yields weighed on stocks earlier in the month. Then optimism spread in markets as Donald Trump officially returned to the White House. And now, the likes of JP Morgan CEO and billionaire investor Ray Dalio are warning that stock valuations have gotten too inflated. Not to mention DeepSake fears hammering markets and AI darling Nvidia. Yahoo Finance executive editor Brian Sozzi chats with Carlyle Group head of research Jason Thomas as markets eye February. Thomas has been vocal that the Federal Reserve should be less restrictive in its policy after a series of rate hikes. Whether the Fed gets that message at its closely watched meeting this week is to be determined. Thomas is calling out concentration risk in the markets as Nvidia, Meta, Amazon and Microsoft continue to dominate the weighting in the S&P 500. Is it time to head to the hills on these stocks this earnings season as each look to ramp up spending on AI projects? Thomas reveals his team’s latest thinking.  Find Thomas' full Carlyle report here: https://www.carlyle.com/sites/default/files/2025-01/5_questions_for_2025.pdf 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 [email protected]. 00:00-Jason Thomas on Opening Bid 00:30-Stock of the day: Nvidia 03:00-What's next in AI? 07:00-Toss Nvidia in the trash? 12:30-Tariff impact on markets 19:30-Global stocks to watch 21:00-HOT TAKE Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky. Jason Thomas is Head of Global Research & Investment Strategy at Carlyle. Mr. Thomas helps to formulate firmwide investment strategies. Learn more about your ad choices. Visit megaphone.fm/adchoices
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O Opening Bid

Yahoo Finance’s Opening Bid decodes the frenzied trading day and the mystical world of business and finance like no one else in the game today. We serve you up the fiercest market commentary, deep dives with top leaders, hot perspectives on stocks, and inside scoops to get you maximizing your success on all things investing and finance. Opening Bid's host, Yahoo Finance Executive Editor Brian Sozzi, taps into his extensive C-suite rolodex for provocative and thought-inducing chats. Catch new episodes of Opening Bid each week on Monday, Wednesdays, and Friday at 8:00am ET. Your journey to smart investing begins here!
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