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Brian Stewart

๐Ÿ‘ค Speaker
1348 total appearances

Appearances Over Time

Podcast Appearances

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

I think that's it.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

Our last Wall Street roundup of February.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

Welcome back, Brian Stewart, Seeking Alpha's director of news.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

Talk to us.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

What are you looking at these days?

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

We'll leave a link to that investing experts episode.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

There's actually a couple in the past week that we discussed that conundrum of NVIDIA.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

I'm going to leave a link to both.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

What else are you looking at stock wise?

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

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.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

Other places in Europe are stepping away from using Microsoft and like getting out of the dependence on U.S.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

big tech.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

Have you heard any stories like this?

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

Yes.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

We saw a couple names jump this week sort of significantly.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

Circle being one of them fairly significantly post earnings.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

XYZ announced layoff situations.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

Would you point to those as two of the bigger movers this week?

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

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.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

Netflix has bowed out.