HeyJaredBrian Sozzi
- Indexed articles, last 90 days
- 79
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- Sep 30, 2026
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- Jul 20, 2026
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AI spending will fuel wins for Micron, Nvidia, Intel, and other chip stocks: BofA analyst - AOL (opens the original)
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We are down to three months left in the year, and on Wall Street, that means the start of year-ahead predictions for the economy, stocks, and sectors. It's not unusual for analysts' big calls to drive the stocks they call out, especially if the calls are assigned to price targets and earnings estimate lifts. Here's one of the first worthwhile look-ahead calls to hit our inbox, from BofA semiconductor analyst Vivek Arya on momentum tech stocks of companies at the center of the AI boom. Arya point
Nvidia CEO Jensen Huang was everywhere in Q3. The AI giant's stock proves it. - AOL (opens the original)
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Nvidia (NVDA) CEO Jensen Huang was seemingly everywhere in the third quarter. His appearances included an earnings call, media interviews, tech conferences, and dinner and lunch events with President Trump, to say nothing of his spending $12.9 billion to buy Hugging Face. All of the visibility for the world's most popular tech CEO and his iconic black leather jackets appears to have paid off for Nvidia investors. Shares of Nvidia are on track to surge 17% in the third quarter, which officially c
Mattel CEO Ynon Kreiz to resign before the holiday season - AOL (opens the original)
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It's the end of an era at Barbie maker Mattel (MAT). Longtime CEO Ynon Kreiz will be stepping down as CEO effective Oct. 2. He will be replaced by board member Roger Lynch. Mattel stock fell by over 3% in premarket trading on the news. This story is breaking. More updates to come. Brian Sozzi is Yahoo Finance's Executive Editor, host of the Sozzi Unleashed morning show, the 'Power Players With Brian Sozzi' podcast and a member of Yahoo Finance's editorial leadership team. Follow Sozzi on X @Bria
Sandisk bulls had a surprising third quarter - AOL (opens the original)
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The Sandisk (SNDK) bulls got hit with some cold water in the third quarter after being on fire for most of the year. Shares of the momentum memory chip play have dropped 17% so far in the third quarter, which officially comes to a close on Wednesday. By comparison, the S&P 500 has gained 4.3%. The pullback brings Sandisk's year-to-date gain down to 628%. Impressive, to say the very least. Experts point to classic profit-taking in Sandisk after its big run for the softer third-quarter stock price
AI in America has a huge 1.7 million job shortage problem - AOL (opens the original)
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To deliver on the stock market's bold expectations for AI profits, you actually need human beings to build the data centers and handle a ton of other manual jobs in the supply chain. But that skilled trade labor is getting increasingly scarce. The US will need to fill 1.7 million skilled trades job openings annually through 2035, according to a new report out Wednesday from the Alliance for America's Skilled Trades. Current training programs produce just 55 workers for every 100 needed. The Alli
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