Brian Stewart
๐ค SpeakerAppearances Over Time
Podcast Appearances
I think that's it.
Our last Wall Street roundup of February.
Welcome back, Brian Stewart, Seeking Alpha's director of news.
Talk to us.
What are you looking at these days?
We'll leave a link to that investing experts episode.
There's actually a couple in the past week that we discussed that conundrum of NVIDIA.
I'm going to leave a link to both.
What else are you looking at stock wise?
You know, to your point about Microsoft and Excel and its prevalence in the marketplace, I was listening this morning to a couple stories about how in Europe, I believe France recently in some, I don't know if it's national or regional, like the government agencies in some districts are stepping away from Teams and Zoom recently.
Other places in Europe are stepping away from using Microsoft and like getting out of the dependence on U.S.
big tech.
Have you heard any stories like this?
Yes.
We saw a couple names jump this week sort of significantly.
Circle being one of them fairly significantly post earnings.
XYZ announced layoff situations.
Would you point to those as two of the bigger movers this week?
And filing this one also under the theme of as the world turns the news out of the movie streaming future of movie conversation with the Paramount Netflix Warner Brothers conversation partnership.
Netflix has bowed out.