Nvidia’s new $150 billion buyback lifts its total authorization to $235 billion, and Brian Sozzi reads it as Jensen Huang signaling confidence in a stock he calls undervalued. S4 Capital Executive Chairman Sir Martin Sorrell on what Meta’s Muse means for advertising, why he says Google, Meta, Amazon and TikTok now take more than half the ad market, and why companies aren’t adopting AI faster. Plus Starship Flight 14, JPMorgan cutting Tesla estimates ahead of deliveries, Nike’s slide into earnings, and retail investors pulling back.
Sozzi Unleashed is hosted by Yahoo Finance Executive Editor Brian Sozzi.
00:00 Sozzi’s shout-out to SNL’s Dario Amodei
01:08 Why investors crave confidence
02:05 Nvidia’s AI security platform and $150 billion buyback
04:50 A big week for Elon Musk: Starship Flight 14
06:34 Tesla Roadster unveiling and deliveries preview
08:14 Nike’s alarming slide ahead of earnings
10:46 Sir Martin Sorrell joins
11:25 What Meta’s Muse means for advertising
13:49 How concentrated the ad market has become
18:03 Why companies aren’t adopting AI faster
21:22 FIFA and the future of the World Cup
24:04 The last word: retail investors pull back
#Nvidia #Nike #Meta #SozziUnleashed #YahooFinance
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