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
BREAKING: Nasdaq 100 futures erase all losses and turn green as investors buy the dip after Nvidia CEO Jensen Huang's relationship with a Chinese spy.
The Nasdaq just lost -$250 billion and added +$300 billion all within 7 minutes of the market's initial reaction to the news.
Brian Sozzi retweeted
Nvidia's CEO has reportedly admitted to having an affair after the Financial Times reported on his alleged romantic relationship with a woman believed by the US intelligence community to have been working as a spy for China's Ministry of State Security.
Read more: finance.yahoo.com/markets/ar…
ALT I'm sorry, I can't help with that.
Nvidia is now in its first true crisis.
One created by one of the most celebrated CEOs of the past 25 years.
How Jensen Huang navigates this from here on out will matter greatly from everyone in AI relying on Nvidia for funding to the average investor who has trusted Huang and Nvidia for the past 10 years, and minted money in the process.
It takes a lifetime to build a reputation…and one wrong move to put it all at risk.
Why the AI stock trade has blown up?
Somewhat simple:
You can't believe what's expected in 2027. finance.yahoo.com/markets/ar…
Brian Sozzi retweeted
JPMORGAN:
“.. equity multiples have de-rated by ~4x since the January highs—one of the most extreme compressions in modern history outside of a recession ..” 👀
Brian Sozzi retweeted
The S&P 500 P/E ratio has plunged under 18 and the Liberation Day lows (from April 2025) @dualityresearch
Brian Sozzi retweeted
🚨 $CRWV COREWEAVE CEO MICHAEL INTRATOR SENT A LETTER TO TEXAS GOVERNOR-ELECT GINA HINOJOSA ON DATA CENTER DEVELOPMENT
“Communities should have a voice, households should not be left paying for new infrastructure, and development should protect local water, power, and quality of life. We strongly support those principles.”
CoreWeave says it funds the substations, transmission upgrades and related infrastructure needed to connect its new facilities, rather than passing those costs to neighboring households
It says new capacity will use closed-loop liquid cooling, with day-to-day water use “comparable to, or lower than, a commercial office building of similar size”
The letter also welcomes her clarification that already-permitted data center projects can be completed
Brian Sozzi retweeted
🚨Larry Ellison's Oracle is officially on track for its WORST year since 2001.
Oracle shares have lost 40% in 2026, a deeper fall than in any year except 1990 and 2001 since the company went public in 1986.
The year has unraveled one deal, one downgrade and one sell-off at a time:
1. June: Its annual report showed about 21,000 fewer employees than a year earlier, and said AI adoption has led to job cuts.
2. July: S&P cut its credit rating to one notch above junk over its AI spending.
3. August: The cost to insure its debt against default hit its highest level since the 2008 financial crisis, per Bloomberg data.
4. Nov 2: It raised $20 BILLION, selling 86 MILLION new shares at $116 and bonds paying up to 8.65%.
5. Nov 4: It scrapped a $7 BILLION deal to lease about 100,000 AI chips to Tencent after US pressure, per FT.
6. Nov 6: Microsoft is winding down its deal to rent AI computing power from Oracle, per Bloomberg.
Shares now sit nearly 65% below their September 2025 record.
The total market cap of the US stock market is still up $5 trillion since the beginning of the year despite the tech stock rout.
The year is still young, however.
Brian Sozzi retweeted
Fireworks AI CEO @lqiao says we're just at the beginning of the AI revolution, and general-purpose intelligence models are not enough. 🤖
Here's why.
Watch the full interview: finance.yahoo.com/video/why-…
Affirm founder Max Levchin on AI the day after the big tech stock meltdown:
"I think the silver lining is we will have to have a real conversation around regulation, around fair access, around applicability to the most important problems versus maybe a little bit fewer silly videos, a few more dollars spent on figuring out how to solve cancer. So I think all of that is going to happen. So the moment is okay, like, I don't think it's profoundly destructive. I don't think it's going to write frontier labs to zero or half their price or anything. They are the most important genre of business invented in the last, maybe ever. But certainly in the last 20 or 30 years."
(Via @YahooFinance)
Brian Sozzi retweeted
AI's next frontier isn't code. It's science.
Physics, chemistry, biology, medicine. That's where our CEO @RichardSocher says AI goes next, and why he wrote The Eureka Machine.
He breaks it down with @BrianSozzi on @YahooFinance Power Players 👇
Brian Sozzi retweeted
Anthropic valuation was slashed from $2TN to $1.5TN 3 weeks ago. Now, another cut.
Down about 40% from peak valuation
zerohedge.com/markets/afters…
The Santa Claus rally period officially starts on the fifth-to-last trading day of December and spans a 7-trading-day window: the last five trading days of the year plus the first two trading days of the following January.
Hang in there.🎅
Brian Sozzi retweeted
41% of America's planned data center capacity is in states where the governor backs a pause on development, according to Cleanview.
That's 158.6 GW across nine states, led by:
Texas: 88.4 GW
Ohio: 21.9 GW
Georgia: 20.2 GW
New Mexico: 11.0 GW
New York: 9.9 GW
