Netflix is cutting about 6% of its staff, according to the Wall Street Journal, and Yahoo Finance Executive Editor Brian Sozzi says the company has to take Monday’s earnings call more seriously. Sozzi explains why markets overreacted to September’s CPI report, why Goldman Sachs thinks AI-driven inflation may be near a peak, why he thinks Bank of America’s quarter was outright ugly while Morgan Stanley is crushing it, and what Elon Musk said about Micron. Plus a Wendy’s taste test as Jefferies flags more store closures, Meredith Whitney on why the housing market is still frozen and why young people may see a stock portfolio as the new American dream, Ron Baron’s SpaceX bull case, and Deutsche Bank on how AI could change investing.
Sozzi Unleashed is hosted by Yahoo Finance Executive Editor Brian Sozzi.
00:00 A messy morning
00:14 Netflix cuts about 6% of staff
00:51 What Netflix needs to say on its earnings call
01:20 Why markets overreacted to CPI
02:15 Goldman: AI-driven inflation may be near a peak
03:01 Bank of America’s ‘ugly’ quarter
04:38 Morgan Stanley is crushing it
05:00 What bank earnings say about deal-making
05:35 Elon Musk on Micron
07:21 Jefferies sees more Wendy’s closures
08:08 Sozzi’s Wendy’s taste test
09:28 Broken machines and Dave Thomas
10:37 Meredith Whitney on the frozen housing market
11:59 How to jump-start the housing market
13:12 Why builders aren’t building more homes
13:41 Would another Fed hike deep-freeze housing?
14:30 Nearly half of adults under 30 live with their parents
16:11 Is a stock portfolio the new American dream?
17:19 Renting and big-city home prices
18:30 How a 30-year-old can get on the path to owning a home
20:22 Ron Baron’s SpaceX bull case
22:44 Deutsche Bank: How AI could change investing
23:50 Three changes for investors
#StockMarket #Netflix #HousingMarket #SozziUnleashed #YahooFinance
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