Opening Bid

• Why Nvidia GTC really isn’t so bearish

  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 [email protected]. 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

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• Is Nvidia and Tesla stock deeply oversold screaming buys?

  The stock market has broken down this month as investors digest tariff and recession fears. Some of the most popular stocks such as Nvidia, Palantir and Tesla have cratered. Crypto has lost its post Trump election bid. And safe-haven stocks like healthcare have performed well. When stability will return to these top momentum names is unclear. Yahoo Finance executive editor Brian Sozzi talks with EvercoreISI technical strategist Rich Ross. Ross has more than 30 years experience in studying the deepest areas of the market from a technical perspective. This experience is poised to pay off for Ross as he aims to dissect opportunities for the firm’s clients amidst March’s tariff-driven sell-off. He shares with Sozzi some of his top trading ideas from the rubble and provides good rules of thumb for chart watchers. 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]. 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

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• Senator Ted Cruz on Trump, Elon Musk, DOGE and tariffs

  More than two months into the year, one thing is abundantly clear: the Trump administration is going to make things very interesting for investors the next four years. Team Trump has wasted no time slapping additional tariffs on China, and likely new ones soon on Canada and Mexico. Levies on the European Union could be next. The tariff barrage has consumers growing concerned about higher prices for goods and services. Markets are worried about the impact to Corporate America. This as geopolitical risk to stocks is elevated amid an uncertain conclusion to the Ukraine/Russia war. A government shutdown is a real possibility soon, too. Yahoo Finance executive editor Brian Sozzi sits down on the Opening Bid podcast with one of the most prominent names in government, Republican Senator from Texas Ted Cruz. Cruz sits at the intersection of many of these issues. Texas is a major trader partner with Mexico and Canada. He has led one of the fastest growing states in the country in part because of big tech expansions. Cruz weighs in on the Trump administration’s policies and shares his economic outlook. 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]. 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

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  24:55
• Tariff uncertainty offers 1 big reminder to investors: Edward Jones CEO

  Markets are having a terrible year, there is no other way to hide it. Once hot tech stocks like Tesla (TSLA) have turned into laggards and investors have rotated into defensive names in the healthcare and consumer staples space. Yahoo Finance Executive Editor Brian Sozzi talks with Edward Jones CEO Penny Pennington. Pennington joined Edward Jones as a financial advisor in 2000 just before the tech stock meltdown, rising the ranks to lead the financial services giant in 2019. It’s a critical time to be a leader atop a giant wealth manager. For starters, the new Trump administration has injected major volatility into all sorts of markets around the world. Stocks in the US have cratered, especially momentum names such as Nvidia (NVDA) and Palantir (PLTR). At the same time, baby boomers are reaching retirement age each day. That brings with it a host of new challenges from planning for post-work investing to transferring wealth to offspring. Pennington shares her perspective on these huge drivers of the wealth management 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 [email protected]. 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

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  23:49
• Why Trump tariffs are bad for business: Rubbermaid CEO

  Tariffs stand to hammer the profits of many consumer products companies in 2025. Execs at these companies are actively moving production out of China and into other Asian regions to contain costs. But the hit to profits from tariffs will be felt no matter what for companies that already have slim profit margins. Yahoo Finance executive editor Brian Sozzi chats with Newell Brands CEO Chris Peterson. Peterson has been hard at work since taking over as CEO in 2023 restructuring the consumer products giant, which makes everything from Rubbermaid food containers to Graco baby carriages. A lot of the work by Peterson is coming under the spotlight as president Trump aims to slap Mexico, Canada and China with tariffs. Newell Brands has been moving production back to the US from China. It has one of the largest US manufacturing footprints amongst its competitors. Still, tariffs are likely to weigh on the company’s profit margins as it continues to do a chunk of business in China and Mexico. This as the lower income consumer that buys a lot of its products are being more cautious in their spending after years of inflation. 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]. Learn more about your ad choices. Visit megaphone.fm/adchoices

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