Yahoo Finance Executive Editor Brian Sozzi breaks down why Nvidia, Apple and Microsoft now make up a record share of the S&P 500, according to Creative Planning, plus Taiwan Semiconductor’s record high, AMD CEO Lisa Su’s bullish chip demand comments and the catalysts Morgan Stanley is watching for SpaceX. Sozzi also previews Delta earnings and why rising jet fuel costs could weigh on airline guidance. Conference Board CEO Steve Odland joins to discuss why consumer confidence is falling while spending holds up, rising CEO pay, David Zaslav’s golden parachute and rising CEO security costs. Plus Nike’s dividend yield tops the 2-year Treasury, and Sozzi on the growing warnings about US debt.
Sozzi Unleashed is hosted by Yahoo Finance Executive Editor Brian Sozzi.
00:00 TSMC hits a record high
01:14 Nvidia, Apple and Microsoft hit record S&P 500 concentration
02:42 AMD’s Lisa Su: Chip demand is strong
04:23 Why Meta’s Muse matters for AMD
05:43 The SpaceX catalysts Morgan Stanley is watching
07:54 Delta earnings and the fuel cost problem
08:38 Will airlines cut guidance?
10:38 Premium seats are saving the airlines
10:58 Conference Board CEO Steve Odland on the consumer
11:22 Why confidence is falling but spending holds up
12:05 Record consumer debt
12:31 When does the high-end consumer buckle?
13:08 Why CEO pay is rising
14:14 Is CEO pay out of touch?
15:03 What about lower-wage workers?
17:04 Lower inflation is the raise
17:39 David Zaslav’s golden parachute
18:43 CEO security costs are rising
19:55 Nike’s dividend yield tops the 2-year Treasury
21:29 Sozzi’s Wall of Underperformers: Elliott Hill
23:25 The US debt warnings are getting louder
#StockMarket #Nvidia #CEOPay #YahooFinance
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