Josh Lipton
@joshuahlipton
@YahooFinance anchor / @CNBC alum / “You look taller on television” - Tim Cook
Piper initiates @PalantirTech at Overweight: "...PLTR carries a rich valuation premium and remains a high-risk investment, but it also has a one-of-a-kind growth+margin model that if proven durable could grow into a $24B run-rate by CY32E via share gains across two $1+ trillion…
Great to be on @YahooFinance with @joshuahlipton discussing tech stocks and the AI Revolution along with Tesla/Musk🏆📺🍿👇
“He’s not going to the White House just to have lemonade with Trump,” Wedbush Securities managing director @DivesTech says on $NVDA CEO Jensen Huang recently visiting the White House ahead of his China trip.
Alex Karp of @PalantirTech once told me: “You want peace in the world? You have a lot of growth in America and really deadly weapons systems. And you tell your adversaries, I just might use them…Peace through strength and a little bit of unpredictability.”
Trump on launching airstrikes against Iran’s nuclear sites: “I may do it, I may not do it.”
“To get any bipartisan legislation done right now in this moment of complete divisiveness in the country is a testament to both the senators on the right and left,” Galaxy CEO @novogratz says.
Enjoyed chatting about $NVDA, $AMD, KSA deals, China embargoes and AMD buybacks. The Nvidia and AMD KSA deals are very different. I even float the idea that KSA could take AI share from the EU given its slow rolling, anti-AI policy. Thanks @joshuahlipton and…
“With $NVDA, it was really straightforward, right? They’re selling GPUs with a price tag estimated at around $7 billion, but still no firm commitment, no firm order around that,” Moor Insights’ @PatrickMoorhead says.
Checked in w/ @MarkNewtonCMT for his take on gold, says still attractive technically here despite being overbought: finance.yahoo.com/video/gold-kno…
Pennlive: police warrant says arsonist targeted Pa. Gov. Shapiro for “what he wants to do to Palestinian people” pennlive.com/crime/2025/04/…
“We’re going to have clarity on tax, we’re going to have clarity on deregulation, and I think over the next 90 days it won’t be finished, but we will have much more clarity on tariff policy,” US Secretary of the Treasury Scott Bessent says.
CFRA on revised @realDonaldTrump tariffs: says @Apple is "clearly the biggest winner across the Technology space, avoiding a worst case scenario…We view the temporary exemption (still liable to pay 20% tied to the fentanyl trade) as going a long way toward providing better…
“In the short-term, there are some reasons to suspect that the S&P is going to be nearing a low, and that could be happening within the next week,” Fundstrat Global Advisors managing director @MarkNewtonCMT says.
Please enjoy this 8-minute conversation on $INTC, Chips Act and tariffs. Was great to see @joshuahlipton and Baron’s Al Root.
“I think custom CPUs are a super smart move; quite frankly, they should’ve done it 5 years ago,” Moor Insights & Strategy CEO @PatrickMoorhead says on $INTC.
Evercore ISI new note on @Apple: “AAPL can sustain if not expand their current valuation given not just a strong FCF generation BUT also their commitment to returning 100% to shareholders. Maintain OP rating but raising our target to $275 (prior $260) with our BULL Case at…
Torsten Slock at @apolloglobal "consumer sentiment is deteriorating at an alarming rate"
Lowering S&P 500 targets at @yardeni: "...in response to the now heightened risk of stagflation, we are lowering our S&P 500 valuation expectations and year-end price targets"; lowers best-case S&P 500 targets for the end of this year from 7000 to 6400 and for the end of next…
My hot take on the new $INTC CEO Lip-Bu Tan with @joshuahlipton. With transcript. Intel names tech veteran Lip-Bu Tan as new CEO finance.yahoo.com/video/intel-na…
Met a lot of fast talkers but @zebulgar might take the gold
Varda Space Industries announced the successful landing of its second reentry capsule, W-2. After six weeks in orbit, W-2 landed in Australia. Delian Asparouhov, co-founder and president of the space industry company, joins Yahoo Finance to discuss:
$GOOGL "is now effectively saying, 'We have to work on weapons systems and surveillance,'" Lux Capital co-founder @wolfejosh says. "That's great for America."
Great to be on @YahooFinance with @joshuahlipton and @juleshyman discussing the Palantir robust growth story and its “print for the ages” with the AI Revolution front and center 🔥🏆🐂🍿📺
$PLTR "could be the next $ORCL or $CRM," Wedbush Securities managing director @DivesTech says. His case:
Evercore on impact from China tariffs on @Apple: “Assuming the tariffs remain in effect and Apple does not secure an exemption, we estimate the impact will be in the range of 3-4% of EPS…History tells us it is likely that Trump and Xi reach an agreement to pause the tariffs, but…