Opening Bid

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 [email protected]. 00:00-Vivek Arya on Opening Bid 03:30-Nvidia's growing pains 09:00-What does Nvidia sell-off mean? 13:30-The full chip landscape 19:12-HOT TAKE Yahoo 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 [email protected]. 00:00-John Murphy on Opening Bid 00:50-GM CEO Mary Barra interview teaser 06:20-2025 outlook for General Motors 10:40-Evaluating a rollback standard of emissions under Trump 15:15-How an analysts thinks through modeling for clients 17:00-Tariff impact on automakers Yahoo 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Walmart has had a year for the record books. The company’s stock is up a sizzling 80% this year. Its financial performance has been beyond impressive given Walmart’s size. And Walmart continues to out-perform key retail rivals such as Target. It’s for these reasons Walmart has secured the 2024 Yahoo Finance Company of the Year award. Yahoo Finance executive editor Brian Sozzi sat down with Walmart CEO Doug McMillon to learn more about the company’s growth plans, and what keeps the long-time CEO up at night. He says Walmart is truly firing on all cylinders. But can Walmart stay super dominant in the years to come as Amazon gets even stronger and others in retail mount comebacks? Sozzi welcomes retail and supply chain expert Brittain Ladd on Opening Bid for an in-depth discussion on the future of the world’s largest retailer. 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-Brittain Ladd on Opening Bid 02:00-Walmarts big 2024 year 04:00-Walmart vs their competitors 08:00-How Walmart might incorporate tech 14:40-Walmart pulls back DEI initiatives 21:00-HOT TAKE Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky. Brittain Ladd has 20 years of experience in supply chain management and logistics. Brittain is currently the Fractional COO at BCL Consulting and is recognized as a leading expert on the topic of growing the market for micro-fulfillment. His prior experience includes work at Amazon, Deloitte, Dell and the Michaels Companies.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Chipotle (CMG) continues to be one of the most beloved food brands in America and its stock price underscores the point. The stock is up 300% in the past five years! But success is never guaranteed in the restaurant industry, and Chipotle will have to work hard in the years to come to keep competitors at bay. Yahoo Finance Executive Editor Brian Sozzi and Senior Reporter Brooke DiPalma sit down with Chipotle’s new CEO Scott Boatwright. Boatwright was named as CEO in November after the unexpected departure of Brian Niccol to Starbucks as CEO. Boatwright has spent decades in operating roles at restaurants, 18 years in fact. Now he will be tasked with carrying over the momentum at Chipotle established by Niccol, while also looking to expand faster overseas and automate restaurants. 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-Scott Boatwright on Opening Bid 01:30-Origin story: a dishwasher 05:30-Tech at Chipotle 13:30-Can consumers swallow another cost increase? 19:00-Filling Brian Niccol's shoes Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky. Scott Boatwright is Chiptole's CEO and a member of the Board of Directors. He joined Chipotle in 2017 after spending 18 years at rival Arby's Restaurant Group. Learn more about your ad choices. Visit megaphone.fm/adchoices