Stocks in Translation

How hyperscalers like Oracle and Meta are driving the AI arms race

The AI boom is here, but a few hyperscalers are running the show. In this episode of Stocks in Translation [https://finance.yahoo.com/videos/series/stocks-in-translation/?fr=sycsrp_catchall], BNP Paribas Equity Research Equity Analyst David O’Connor joins host Jared Blikre [https://finance.yahoo.com/author/jared-blikre/] and Yahoo Finance Senior Reporter Brooke DiPalma [https://finance.yahoo.com/author/brooke-dipalma/] to discuss the AI trade and the outsized influence of hyperscalers. They break down how a handful of giant buyers, including Amazon (AMZN [https://finance.yahoo.com/quote/AMZN]), Microsoft (MSFT [https://finance.yahoo.com/quote/MSFT]), Alphabet (GOOGL [https://finance.yahoo.com/quote/GOOGL]) (GOOG [https://finance.yahoo.com/quote/GOOG]), Meta (META [https://finance.yahoo.com/quote/META]), and Oracle (ORCL [https://finance.yahoo.com/quote/ORCL]), are driving AI infrastructure spending, shaping the semiconductor market, and setting the pace for the next wave of AI growth and innovation. Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. You can find more episodes here. [https://finance.yahoo.com/videos/series/stocks-in-translation/] Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com [yfpodcasts@yahooinc.com]Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and produced by Lauren Pokedoff. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Yes, we're still in a bull market- but here's the catch

The bull market is alive, but it’s playing by new rules. In this episode of Stocks in Translation [https://finance.yahoo.com/videos/series/stocks-in-translation/?fr=sycsrp_catchall], Stocktwits Markets & Retail Investor Insights head Tom Bruni joins host Jared Blikre [https://finance.yahoo.com/author/jared-blikre/] and Yahoo Finance Senior Reporter Brooke DiPalma [https://finance.yahoo.com/author/brooke-dipalma/] to discuss the evolving 2026 bull market. While software stocks have slumped, chip stocks and blue-chip brands are outperforming. Retail investors are rotating into value and defensive plays, dollar-cost averaging in crypto, and navigating a bull market that looks very different from last year. Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. You can find more episodes here. [https://finance.yahoo.com/videos/series/stocks-in-translation/] Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Jobs are up, but hiring is slowing - here’s what’s really going on

The economy is growing, but job growth is hitting the brakes. Here’s why… In this episode of Stocks in Translation [https://finance.yahoo.com/videos/series/stocks-in-translation/?fr=sycsrp_catchall], Schwab Center for Financial Research Macro Research & Strategy Head Kevin Gordon joins host Jared Blikre [https://finance.yahoo.com/author/jared-blikre/] and Yahoo Finance Senior Reporter Brooke DiPalma [https://finance.yahoo.com/author/brooke-dipalma/] to break down the job market in 2026. They explore the rise in payrolls amid slowing hiring, the concept of a “jobless expansion,” and what it means for investors. From sector rotation to market breadth, Gordon explains how these shifts could impact your portfolio and strategy. Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. You can find more episodes here [https://finance.yahoo.com/videos/series/stocks-in-translation/]. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

The productivity paradox: Why the economy feels fragile

Companies are doing more with less, and the market is taking notice… In this episode of Stocks in Translation [https://finance.yahoo.com/videos/series/stocks-in-translation/?fr=sycsrp_catchall], RSM Chief Economist Joe Brusuelas joins host Jared Blikre [https://finance.yahoo.com/author/jared-blikre/] and Yahoo Finance Senior Reporter Brooke DiPalma [https://finance.yahoo.com/author/brooke-dipalma/] to discuss the surprising paradox between rising productivity and slowing hiring. Brusuelas explains how gains in workforce efficiency are driving economic growth even as job growth lags, and what this means for investors, interest rates, and the broader market. The discussion also touches on long-term debt yields and fiscal trends shaping today’s economy. Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. You can find more episodes here [https://finance.yahoo.com/videos/series/stocks-in-translation/]. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com Yahoo Finance's Stocks in Translation is hosted by Jared Blikre and produced by Lauren Pokedoff. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

What defensive stocks, energy & Bitcoin are quietly telling you

Investors aren’t fleeing the market. They’re repositioning… In this episode of Stocks in Translation [https://finance.yahoo.com/videos/series/stocks-in-translation/?fr=sycsrp_catchall], Fundstrat Global Advisors Managing Director & Technical Strategy Global Head Mark Newton joins host Jared Blikre [https://finance.yahoo.com/author/jared-blikre/] and Yahoo Finance Senior Reporter Brooke DiPalma [https://finance.yahoo.com/author/brooke-dipalma/] to discuss defensive signals in the market and what investors should watch next. Newton explains why tech leadership is fading, how staples and utilities are gaining strength, and why energy’s breakout could offer a timely opportunity to stay invested while managing risk. Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. You can find more episodes here [https://finance.yahoo.com/videos/series/stocks-in-translation/], or watch on your favorite streaming service [https://finance.yahoo.com/news/how-to-watch-and-listen-to-yahoo-finance-165602618.html]. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]