Brian Sozzi
Executive Editor at Yahoo Finance
Podcast Host at Opening Bid
Executive Editor @YahooFinance. Host of the 'Opening Bid' podcast. Prior Life: Executive Editor @TheStreet + Stock Analyst. No stopping. No excuses. 💪
Articles
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1 week ago |
finance.yahoo.com | Brian Sozzi
The Trump trade war may have triggered a reset button on the desire to own higher risk tech stocks, but long-time enterprise software investor Robert Smith is not staying on the sidelines. Smith told Yahoo Finance the AI opportunities for many tech plays remain too good to pass up. "Right now they do," the Vista Equity Partners founder and CEO said at the Milken Institute Global Conference on if tech valuations are currently attractive.
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1 week ago |
ca.finance.yahoo.com | Brian Sozzi
Investors are feeling uneasy amid global supply chain shifts and questions about America's brand abroad. Vista Equity Partners founder and CEO Robert Smith sits down with Yahoo Finance Executive Editor Brian Sozzi from the Milken Institute Global Conference to discuss how generative artificial intelligence (AI) is reshaping enterprise software. Additionally, Smith weighs in on the impact of tariffs and tech stock headwinds.
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1 week ago |
finance.yahoo.com | Brian Sozzi
00:00 Brian Sozzi Yahoo Finance at the Milken Conference in California. Special guest joining me right now. That is Vista Equity Partners CEO Robert Smith. No stranger to Yahoo Finance. It's been a while, good to see you. Good to see you. 00:08 Robert F. Smith Good to see you. 00:09 Brian Sozzi So, let me just tick tick through a couple of these things. Sure. We had Liberation Day, hit tech stock valuations. The IPO market is ground to a halt.
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1 week ago |
finance.yahoo.com | Brian Sozzi
Unlock stock picks and a broker-level newsfeed that powers Wall Street. Mon, May 5, 2025, 12:28 PM 3 min read SANTA MONICA, Calif. — Pershing Square CEO Bill Ackman tells Yahoo Finance he remains a supporter of President Trump and would like to see him "succeed." But he does think it would be worthwhile for the administration to take a beat on the trade war. "So we care about the value of a business.
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1 week ago |
au.finance.yahoo.com | Brian Sozzi
SANTA MONICA, Calif. — Pershing Square CEO Bill Ackman tells Yahoo Finance he remains a supporter of President Trump and would like to see him "succeed." But he does think it would be worthwhile for the administration to take a beat on the trade war. "So we care about the value of a business. The value of a business is the present value of the future cash flows — what's going on now certainly could be disruptive in the short term. I don't think it's likely to have permanent effects.
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A sobering reminder to the bulls on #stocks: "Well, I don't think it [the trade war with China] will ever quite be over, but what will be over are these tariffs up over 100%." -Former US Commerce Secretary Wilbur Ross V/new @YahooFinance Opening Bid pod drop. 📈Yahoo https://t.co/gs7HtrrY8j
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