Brian Sozzi

$NVDA

Goldman Sachs: this is the year of 'other income' for large tech companies because they are invested in private tech companies raising money at increasing valuations

GameStop really rocking on the charts. Surely EBay wants to join forces with them: finance.yahoo.com/news/ceo-of-eb…

Apple, Nvidia, Chipotle and a lot of lessons from this earnings season. The learnings just don’t stop: finance.yahoo.com/markets/articl…

A kiss for the Kentucky Derby winner Golden Tempo 😘

Berkshire Hathaway just had its worst relative performance versus the S&P 500 between annual meetings since at least 1985. $BRK.B

Warren Buffett arrives at the 2026 Berkshire Hathaway shareholders meeting. ❤️❤️

Former Secretary of Defense Mark Esper: US war on Iran may 'drag' on. (V/Power Players podcast @YahooFinance)

0 reason for EBay to even consider accepting a buyout offer from GameStop. EBay has been doing very well under its newish CEO, with a big focus on collectibles and auto parts. What could GameStop possibly offer to EBay? Access to Funko dolls? Some bitcoin on the balance sheet? Inventory of slow selling videogame hardware? Come on. Here’s what EBay’s CEO has been working on: finance.yahoo.com/news/ceo-of-eb…

Gas prices in the US have moved up to $4.39 per gallon, their highest level since July 2022. The 47% spike over the last 9 weeks ($2.98/gallon to $4.39/gallon) is the biggest we've seen in the past 30 years.

On May 1, 1997, AOL Instant Messenger (AIM) was released

Shiller PE Ratio hits 2nd highest level of all-time, only slightly behind the Dot Com Bubble 🚨🚨🚨

"Earnings call innovation needs to happen. [Public companies] are not speaking to the retail investors." - @BrianSozzi @RobinhoodApp earnings call: live, video, audience, retail investor questions, and outside. Love to see it. Good work $hood. 🫡

We're "well on our way to getting more than 10%" of the $200 billion global gaming space, Roblox CEO @DavidBaszucki says. Full interview:

This market is "absolutely" complacent, Sevens Report Research founder @TomEssaye says, adding: However, "that can change very quickly."

Apple...and the amazing earnings season. And to be clear, it has been amazing: finance.yahoo.com/markets/stocks…

Earnings season ever end or nah?

Bernstein still looking for CoreWeave's stock to crash to $67 (current: $111.60). Notes this chart pre-earnings next week:

World's most valuable public company battle: Nvidia vs. Alphabet 📈Nvidia: $4.85 trillion market cap 📈Alphabet: $4.66 trillion market cap

A growing number of Americans can no longer afford their car loans: A record 42.6% of underwater car buyers turned to an 84-month (7-year) loan to keep monthly payments manageable in Q1 2026. Being underwater means owing more on a car loan than the car is currently worth, resulting in negative equity. Rather than paying off the difference, many buyers roll this gap into their next loan, pushing themselves deeper into debt. This percentage has DOUBLED since 2016 and is on track for its 3rd consecutive annual increase. Buyers with negative equity financed an average of ~$56,000 for a new car in Q1 2026, ~$12,000 more than the average new vehicle buyer. As a result, their average monthly payment rose to $932, the highest on record. In March, car loan default rates jumped to their highest since 2010. Auto-loan distress is surging.

🚨 BREAKING: Donald Trump has lifted all tariffs on Scottish whiskey and bourbon following a request from the King