Executive Editor @YahooFinance. Host of 'Sozzi Unleashed' live each morning at 9:30am + 'Power Players' podcast. Always locked in. 🚀
New York, USA
Joined January 2010
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While Nike’s stock sinks amid several quarters of disappointment, Reebok appears to be undergoing a revival of sorts.
“We do a wonderful job of content. We’re very careful of the players we select. One of our first selections was [WNBA star] @Reese10Angel … Her shoe has just been sold out,” NBA legend @SHAQ told me at the Milken Institute conference this week.
The former Laker is now Reebok’s president of basketball and the second-largest individual shareholder in its parent company, Authentic Brands Group.
“We just do things that are very, very strategic,” he added. “You know, for me it’s trying to reintroduce Reebok to the kids … We’ve doubled in business [just like Authentic Brands Group CEO Jamie Salter has said] and we plan on continuing to grow.”
Brian Sozzi retweeted
Baird just downgraded $NVDA in a note titled, "Icarus' Rise and Fall; Company Will be Fine."
@BrianSozzi asks Baird tech strategist Ted Mortonson: What's the breaking point for Nvidia?
Brian Sozzi retweeted
.@BrianSozzi is officially on Jensen Huang watch.
The market is starting to price in a couple of interesting things about what's happening with $NVDA right now:
1️⃣ The growing possibility that Jensen will be replaced as CEO
2️⃣ Whether sensitive Nvidia information or technology was compromised
Cut through the noise with Brian Sozzi every day at 9:30 a.m. ET on Yahoo Finance.
Brian Sozzi retweeted
$CRWV fell right after it reported its earnings. Now, it's climbing. 📈
@BrianSozzi breaks down the price action. 👇
Brian Sozzi retweeted
HERE'S WHO ANTHROPIC IS PAYING FOR COMPUTE
Anthropic's updated IPO filing lists its compute deals:
- Broadcom (TPU leases): $161.2 billion
- Google (cloud hosting): at least $121.3 billion
- SpaceX's xAI unit: up to $120.5 billion
- Amazon: at least $110.0 billion
- Microsoft: $47.2 billion to $49.2 billion
- Nscale: up to $44.6 billion
- Lambda: $41.3 billion
- AMD: more than $20 billion expected
Two things changed from last week's filing. Microsoft's commitment rose from at least $44.9 billion.
And Lambda's $34.9 billion deal can now be cancelled by either side, after Lambda missed a deadline to secure the facility's lease. Anthropic says it doesn't plan to cancel it.
On top of all that, Anthropic expects to pay another $125 billion to $150 billion for more Google TPUs from 2028 to 2031.
Brian Sozzi retweeted
$CRWV is now staring down a nearly $1B quarterly interest bill 😳
$CRWV CRUSHED THEIR Q3 EARNINGS
• Revenue: $3.66B vs. Est. $3.54B
• EPS: ($1.24) vs. Est. ($1.55)
• Adj. Operating Income: $379M vs. Est. $246M
• Total Contracted Power: ~3.7 GW
• Active Power: ~1.7 GW (doubled since start of year)
• Backlog: $133B (+30% sequential growth)
FY26 Guidance
• Revenue: $13.2B vs. Est. $12.5B
• CapEx $38B vs. Est. $36B
• Exit ARR: $21B
Brian Sozzi retweeted
Only 41 days in 27 years was $NVDA more oversold than right now. 14-day RSI just hit 23.5, the lowest since 2019.
Remember this one from CoreWeave CEO on his earnings call last night.
Tuck it away for future use:
"Looking ahead, we will not use the unsecured debt market to fund our business at current yields, nor do we need to."
Brian Sozzi retweeted
Tech consensus estimates for 2027 are on the rise, according to new data out from Bank of America, but monetization is lagging.
"At what point do earnings estimates for tech collapse," @BrianSozzi asks.
Brian Sozzi retweeted
From rising balances to increased spending, we're seeing encouraging signs of consumer strength.
In a conversation with @YahooFinance's @BrianSozzi, our CEO and Co-founder Chris Britt shared what Chime's data reveals about the health of the American consumer, alongside our strong Q3 performance and continued momentum.
finance.yahoo.com/video/cons…
Brian Sozzi retweeted
President @Austan_Goolsbee will join @YahooFinance Executive Editor @BrianSozzi this Thursday, November 12, at Yahoo Finance Invest 2026. Their discussion will be livestreamed at 10:15 a.m. CT here: bit.ly/4epoI99
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Yahoo Scout is officially out of beta and ready to rock. @FastCompany with the scoop and first review. Scout still puts publishers from and center compared to others - and we do it in the most useful and thoughtful way. Great job @efeng and squad yet again. Keep going!
“Google keeps shuffling AI pieces around a page built for blue links. Yahoo’s new search results page, by contrast, feels like a clean, well-lighted place. The organization of the information in the search is clearer. And the Pivot Search feature is more intuitive to use than Google’s approach, which mostly puts its AI Mode at the same level as its other search types.”
fastcompany.com/91637528/yah…
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Brian Sozzi retweeted
$NVDA's board doesn't have a chairperson, CEO Jensen Huang has been on it since day one, and four other members have been on the board alongside Huang for roughly 30 years or longer.
@briansozzi asks if the board will be able to judge Huang impartially.
Brian Sozzi retweeted
Anthropic is looking to fetch an IPO valuation north of $1.33 trillion. 🤯
"Anthropic is asking for your belief in a profitable future," @BrianSozzi says. "A future that it warned in its IPO prospectus may not even exist because of its technology."
Cut through the noise with Brian Sozzi every day at 9:30 a.m. ET on Yahoo Finance.
Brian Sozzi retweeted
Food Network celebrity chef @RobertIrvine explains how one home economics class sparked his love of cooking.
"Food is a great connector. Food is the international language of love," Chef Irvine says.
Irvine describes food’s power to change moods, give people hope, and connect people and cultures.
Watch the full episode: finance.yahoo.com/video/robo…
Brian Sozzi retweeted
Dan Niles answers the Jensen Huang character question with Winston Churchill, and he's buying Nvidia for the man running it
[ Brian: How do you judge an executive's character? Or you don't even try to do it and just focus on the numbers? ]
"Well, let me put it to you this way. Would you want a drunkard and a womanizer leading you in World War II? Answer is absolutely. That was Winston Churchill."
"So for me, there's how well you do your job, and then your personal life."
"I am buying Nvidia stock for the CEO that's running it plus everything else underneath it."
"And so, you know, just like Steve Jobs is a generational CEO, so is Jensen. And I hope he gets to continue to lead the company."
Brian Sozzi retweeted
B of A:
Semiconductor EPS cuts “could start in 1Q if policy changes translate into 2H27 capex moderation ..
.. Under a scenario where 2027E AI capex is cut by 20%, [we] estimate 35-40%+ downside to AI Semis EPS. This alone would reduce 2027E S&P 500 EPS by 7-8% ..”
