Opening Bid Unfiltered

• Why OpenAI dominated the AI trade in 2025

  There has been one company at the very center of the AI trade this year. That is none other than OpenAI (OPAI.PVT)! OpenAI has won Yahoo Finance’s 11th annual Company of the Year award. Here is why. First, it undeniably led the market narrative for investors in 2025. When it announced big deals, stocks popped. When it issued a cautionary statement, stocks took a hit. Second, OpenAI secured scores of new, transformational deals with large public companies, including Nvidia (NVDA), AMD (AMD), and Oracle (ORCL). And three, its year of dealmaking will likely see the company end the year as the world’s most valuable private business — with an estimated valuation of $500 billion, according to Yahoo Finance data. Yahoo Finance Executive Editor Brian Sozzi talked exclusively with OpenAI CFO Sarah Friar about the company’s path forward — from eventually turning profitable to a potential push into hardware. Yahoo Finance's Opening Bid Unfiltered brings you a high-octane take on the freshest analyst calls, wildest stock moves, and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor, before the stock market opens. Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/. Thoughts? Questions? Fan mail? Please email us at [email protected]. Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms. Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Oura vs Big Tech: The ring taking on Apple, Google & OpenAI

  The battle to analyze your health data has arguably never been fiercer. The Apple (AAPL) Watch has sold tens of millions of units, all of which are collecting health data. Whoop is eyeing an IPO. Not to mention, there are an array of other major players in the wearables space, such as Samsung (005930.KS) and Garmin (GRMN). Does there need to be one winner, though, as the longevity industry continues to grow in size? Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid Unfiltered podcast with Oura Health CEO Tom Hale. Oura — the maker of the popular health tracking ring — is fresh off raising $900 million from a series of investors. The proceeds are being earmarked for international expansion, and perhaps a foray into payments. Hale shares his ultimate vision for Oura Health, what he has learned about leadership three years into being CEO, and the dos and don'ts of health tracking. Megaphone Podcast Copy TemplateYahoo Finance's Opening Bid Unfiltered brings you a high-octane take on the freshest analyst calls, wildest stock moves, and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor, before the stock market opens. Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/. Thoughts? Questions? Fan mail? Please email us at [email protected]. Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms. Summarize this data   Yahoo Finance's Opening Bid Unfiltered brings you a high-octane take on the freshest analyst calls, wildest stock moves, and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor, before the stock market opens. Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/. Thoughts? Questions? Fan mail? Please email us at [email protected]. Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms. Turn on screen reader supportTo enable screen reader support, press ⌘+Option+Z To learn about keyboard shortcuts, press ⌘slash Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Driverless 18-wheelers may reach your street sooner than you think

  The driverless car race is well underway. While Waymo is seen as having a leadership position, Tesla (TSLA) CEO Elon Musk is aiming for robotaxi debuts likely in 2026. Thus far, the race to bring autonomous trucks to life to address driver shortages is a bit more open. Aurora Innovation (AUR) is seen as the leader at this juncture and is backed by Uber (UBER), boasting key partnerships with Paccar (PCAR), Nvidia (NVDA), and Volvo (VOLCAR-B.ST). The company has successfully debuted driverless commercial trucks on select routes in Texas, with plans to expand to more routes in 2026. Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with Aurora Innovation co-founder and Chris Urmson. Urmson led Google's (GOOG) driverless technology unit for several years, which ultimately became Waymo. He shares his vision for Aurora Innovation, the 2026 product roadmap, and why autonomous technology is needed for commercial trucks. Yahoo Finance's Opening Bid Unfiltered brings you a high-octane take on the freshest analyst calls, wildest stock moves, and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor, before the stock market opens. Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/. Thoughts? Questions? Fan mail? Please email us at [email protected]. Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms. Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Why consumers are paying more for lower-quality goods

  The apparel retail industry has experienced its share of ups and downs this year. A focus by the Trump administration on tariffs has raised supply chain costs for most apparel manufacturers. In turn, those manufacturers have passed on price increases to shoppers. Consumers have responded by delaying purchases for deals or forgoing them altogether. The more positive end of the spectrum remains the high-end luxury space. The sector is selling higher-priced goods to consumers, allowing them to sit on another year of wealth gains through the stock market. Still, not everyone is winning. Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with Mackage CEO Tanya Golesic. Mackage was founded in Montreal, Canada, in 1999 by Eran Elfassy. Today, the luxury brand is led by former executives from Jimmy Choo and Ralph Lauren, including Tanya Golesic. Golesic has expanded distribution while staying true to the brand’s luxury athletic DNA. She shares what has defined the brand’s year, her career, and what’s on tap for 2026. Learn more about your ad choices. Visit megaphone.fm/adchoices

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• How Hilton’s CEO built a global hotel empire

  Spotting a legendary CEO amid a sea of titans. Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with Hilton (HLT) CEO Chris Nassetta. Nassetta is one of Corporate America's longest-serving CEOs, having assumed the top position in 2007 after leadership positions at Host Hotels. He has managed through a host of major hotel industry challenges ranging from the aftermath of the Great Financial Crisis to the COVID-19 pandemic. Through it all, Nassetta has helped to significantly grow Hilton around the world. Today, it operates more than 9,000 hotels spanning 25 brands. Nassetta shares what’s next in the storied Hilton story, and how long he plans to stay leading the company. Yahoo Finance's Opening Bid Unfiltered brings you a high-octane take on the freshest analyst calls, wildest stock moves, and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor, before the stock market opens. Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/. Thoughts? Questions? Fan mail? Please email us at [email protected]. Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms. Learn more about your ad choices. Visit megaphone.fm/adchoices

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