Bloomberg reported this week that SpaceX is in talks for access to at least 80,000 US cell sites, and Brian Sozzi argues the discount already showing up in telecom stocks has nothing to do with how those businesses are running. AT&T now trades at 8.8 times forward earnings against roughly 20 for the S&P 500. American Express beat and raised its full-year outlook on strong billings, though the C-suite tape Sozzi plays tells a split story about who is actually spending. He also watches Apple pass Nvidia live on air, and explains why Tesla’s capex cut says nothing about AI demand.
Featuring
Brian Sozzi, Executive Editor, Yahoo Finance
Jared Carmel, Co-Founder and Managing Partner, Manhattan Venture Partners
Jared Carmel on what Anthropic should price at: https://youtu.be/op4w9x9GQiM
Timestamps
0:00 The Open, a Guinness and a tech selloff
1:21 Why Sozzi calls this a perfect storm
3:19 SpaceX wants access to 80,000 cell sites
5:44 Apple closes in on Nvidia’s market cap
7:50 The Anthropic S-1 could drop today
10:18 Apple passes Nvidia, live on air, and Jared Carmel joins
13:24 Is $2 trillion the right number for Anthropic
15:31 The token spend flipped to open weights
16:32 Dario Amodei is not Elon Musk
18:16 “One company that hasn’t filed the paperwork yet”
20:34 Amex and the split American consumer
22:08 The Last Word, Tesla is not a hyperscaler
#Apple #Nvidia #SpaceX #SozziUnleashed #YahooFinance
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