Anthropic's new Claude tools put software stocks on notice

Yahoo Finance Executive Editor Brian Sozzi is joined by former Medtronic (MDT) CEO Bill George, who grades the Nvidia (NVDA) board's makeup, its handling of Jensen Huang's departure, and its succession plan.

Yahoo Finance Executive Editor Brian Sozzi breaks down Anthropic's (ANTH.PVT) new Claude project tools that may impact software companies Monday.com (MNDY), Zoom (ZM), and Asana (ASAN).

Yahoo Finance Executive Editor Brian Sozzi argues that Nvidia's (NVDA) board of directors, which is expected to investigate claims about CEO Jensen Huang's conduct, has a composition that casts doubt on how rigorous the probe will be.

Yahoo Finance Executive Editor Brian Sozzi calls out one nugget overlooked during last week's market sell-off: corporate pushback on AI spending, with Apple (AAPL) and Amazon (AMZN) scaling back internal token use.

Yahoo Finance Executive Editor Brian Sozzi breaks down why the bar just got higher for data centers after the midterm elections, making it a topic to ask AMD (AMD) CEO Lisa Su, Intel (INTC) CEO Lip-Bu Tan, and Chicago Federal Reserve president Austan Goolsbee at Yahoo Finance Invest on Nov. 12.

Yahoo Finance Executive Editor Brian Sozzi samples the latest items from Starbucks' (SBUX) seasonal menu and shares his thoughts.

Yahoo Finance Executive Editor Brian Sozzi runs down three reasons why stocks are responding well to the midterm election results.

Despite topping fiscal fourth quarter earnings estimates and outpacing iPhone sales forecasts, Apple's (AAPL) strong performance has seemingly failed to move the needle on the stock. Yahoo Finance Executive Editor Brian Sozzi assesses Apple's latest quarter, naming concerns tied to rising memory prices.

Yahoo Finance Executive Editor and Host of Sozzi Unleashed, Brian Sozzi takes a closer look at Nvidia (NVDA) and its valuation relative to the broader market. The AI chip giant is trading at a reported 12.9X P?E, compared with the S&P 500's (^GSPC) 18.7X P/E. Sozzi examines why Nvidia appears relatively inexpensive and the mounting risks that could threaten its dominance at the center of the AI boom.

Yahoo Finance Executive Editor Brian Sozzi points out how Alphabet (GOOGL) (GOOG) stock's P/E has compressed to levels not seen since 2012, that earnings estimates haven't bottomed, and explains what it will take for a rebound.