Stocks in Translation

About Stocks in Translation

Welcome to Yahoo Finance's Stocks in Translation with master statistician Jared Blikre and 'voice of the people' producer Sydnee Fried. It's our essential conversation cutting through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. Look for jargon busting, and the smartest voices on the street.

Publisher

Yahoo Finance

Category

business · news

Language

en

Explicit

No

First episode

23 Apr 2024

Latest episode

19 Feb 2026

Latest episodes

44 of 184 episodes have a transcript.

1. 

   19 Feb 2026TRANSCRIPT

   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, BNP Paribas Equity Research Equity Analyst David O’Connor joins host Jared Blikre and Yahoo Finance Senior Reporter 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), Microsoft (MSFT), Alphabet (GOOGL) (GOOG), Meta (META), and Oracle (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. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.comYahoo 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

2. 

   17 Feb 2026TRANSCRIPT

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

   Tom Bruni analyzes the evolving 2026 bull market with hosts Jared Blikre and Brooke DiPalma, highlighting the outperformance of chip stocks and blue-chip brands as retail investors shift toward value and defensive strategies in this interview.

3. 

   12 Feb 2026TRANSCRIPT

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

   Schwab's Kevin Gordon analyzes the slowing job market with hosts Jared Blikre and Brooke DiPalma, revealing insights into payroll increases and jobless expansion during this interview episode.

Inside a recent episode

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

Published 19 Feb 2026 · Transcript excerpt

[…] In the US, think Amazon, Microsoft, Google, Meta, and Oracle. And the reason this word matters right now is that in AI, a handful of these giant buyers can set the pace for everyone else. When they speed up spending, it pulls the whole supply chain with it, chips, power, networking, all of it. […]

Who has been a guest on Stocks in Translation

Names identified in recent episode analyses. Showing up to five guests.

• Tom Bruni
• Kevin Gordon
• Mark Newton
• Bob Lang
• Scott Ladner

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

4.9 / 5

15 ratings

Spotify

5.0 / 5

54 ratings

Podcast Authority Score: 59 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

98

Social presence

0

YouTube

0

Engagement

51

Contact Stocks in Translation

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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