Micron reports earnings today, and Brian Sozzi explains what could surprise, plus a Barclays note on tech’s growing pile of debt and equity raises and OpenAI’s reported $30 billion capital raise. Rubrik CEO Bipul Sinha says he doesn’t believe AI poses an existential risk to humanity and explains why companies are racing to prepare for AI-powered attacks. Plus Nvidia’s big third quarter, the White House AI accord signatures, Mattel’s CEO stepping down, why Siri looks outdated next to Muse, and the skilled trade workers the AI build-out needs.
Sozzi Unleashed is hosted by Yahoo Finance Executive Editor Brian Sozzi.
00:00 Sozzi Unleashed, September 30
00:57 Breaking: Mattel’s CEO steps down
01:27 The signatures on the White House AI accord
02:29 The surprises of the third quarter
04:12 Apollo’s Torsten Slok on the risk of an oil price jump
04:55 Nvidia’s big third quarter
07:31 Marc Benioff on Nvidia
08:04 Tech’s debt pile is piling up
09:36 OpenAI’s reported $30 billion raise
10:47 Micron earnings day: What to watch
12:46 Micron and SanDisk valuations
13:57 Rubrik CEO Bipul Sinha joins
15:22 Is AI an existential risk to humanity?
16:54 What keeps Rubrik’s CEO up at night
18:03 What companies are asking cybersecurity firms for
19:24 Should cybersecurity companies band together?
20:14 Are companies ready for AI-powered attacks?
21:46 Why Siri looks outdated next to Muse
24:16 The last word: AI needs skilled trade workers
#Micron #Rubrik #AI #SozziUnleashed #YahooFinance
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