Brian Sozzi

Articles by Brian Sozzi

Nvidia bulls may have a small problem on their hands - Yahoo Finance

Business August 14, 2026

If there is any reason to proceed with caution ahead of Nvidia's (NVDA) earnings on Aug. 26, it's that the market is positioned for the company to post great results and for CEO Jensen Huang to soundοΏ½...

What the vicious Sandisk bears are forgetting - finance.yahoo.com

Business August 8, 2026

Sandisk (SNDK) management offered some perspective following earnings this week showing that the momentum stock shouldn't be down for much longer. Sandisk repurchased a whopping $4.5 billion of its οΏ½...

Here's the single biggest reason the bull market is broadening - Yahoo Finance

Business August 4, 2026

Look no further than Big Tech's free cash flow concerns as the primary culprit for the bull market in stocks broadening out to other sectors.Β  Quick analysis: The US equity market, dominated by hype...

The tech stock dumpster fire should remind you of this important investing lesson - Yahoo Finance

Business August 3, 2026

You were reminded of an important investing lesson this week.Β  But I can't fault you if you missed it, even if it was right under your nose. Meta (META) being coy about future AI spending isn't wha...

Why another shocking Meta capex number may keep the stock underwater - Yahoo Finance

Business July 28, 2026

When Meta (META) reports second quarter earnings on Wednesday afternoon, all eyes will be on its capital expenditures plan for the rest of the year and in 2027. This area of Meta's cash flow statemeοΏ½...

Why are investors freaking out about Big Tech's booming AI capex? - Yahoo Finance

Business July 27, 2026

I've long held one core belief when it comes to markets: Price is truth.Β  By that I mean that each day, a stock's movement is trying to tell investors a story. Over time, those stories begin to pain...

Alphabet flops, Intel shocks, and Tesla tanks: AlphaSpace weekly recap - Yahoo Finance

Business July 26, 2026

Earnings season kicked into warp overdrive this past week. And it won't be any easier to navigate the market next week, with results from the likes of Amazon (AMZN), Meta (META), and Microsoft (MSFT)οΏ½...

Tech's AI debt boom, in one chart - Yahoo Finance

Business July 23, 2026

The year of tech companies tapping the debt markets to fuel their AI ambitions is far from over, and debt issuance is already busting through Wall Street projections, with five months left to go in 2οΏ½...

Alphabet earnings offer a moment of truth in this tech stock battle - Yahoo Finance

Business July 23, 2026

Alphabet (GOOG, GOOGL) earnings out later today will likely mark a moment of truth for tech investors. That is, whether to stick with a renewed "Magnificent Seven" bull trade or buy the steep sell-oοΏ½...

Earnings season is about to kick off β€” 2 charts reveal how it may go - Yahoo Finance

Business July 14, 2026

Wall Street is expecting a tranquil earnings season. First, negative earnings preannouncements are well below the typical level. Second, earnings estimates have been on a steady upward climb, accordοΏ½...