Josh Lipton
@joshuahlipton
Followers
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Following
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@YahooFinance anchor / @CNBC alum / “You look taller on television” - Tim Cook
Joined January 2012
RT @DivesTech: Great to be on @YahooFinance with @joshuahlipton discussing tech stocks and the AI Revolution along with Tesla/Musk🏆📺🍿👇 http….
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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.”.
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RT @YahooFinance: “To get any bipartisan legislation done right now in this moment of complete divisiveness in the country is a testament t….
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RT @PatrickMoorhead: Enjoyed chatting about $NVDA, $AMD, KSA deals, China embargoes and AMD buybacks. The Nvidia and AMD KSA deals are ve….
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Checked in w/ @MarkNewtonCMT for his take on gold, says still attractive technically here despite being overbought:.
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RT @jaketapper: Pennlive: police warrant says arsonist targeted Pa. Gov. Shapiro for “what he wants to do to Palestinian people” https://t….
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RT @YahooFinance: “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 wo….
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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.
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RT @YahooFinance: “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 happen….
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RT @PatrickMoorhead: Please enjoy this 8-minute conversation on $INTC, Chips Act and tariffs. Was great to see @joshuahlipton and Baron’s A….
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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.
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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.
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RT @PatrickMoorhead: My hot take on the new $INTC CEO Lip-Bu Tan with @joshuahlipton. With transcript. Intel names tech veteran Lip-Bu Ta….
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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:
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RT @YahooFinance: $GOOGL "is now effectively saying, 'We have to work on weapons systems and surveillance,'" Lux Capital co-founder @wolfej….
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RT @DivesTech: Great to be on @YahooFinance with @joshuahlipton and @juleshyman discussing the Palantir robust growth story and its “print….
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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.
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On DOGE: “We are not running the company like we only care about Palantir. I am very bullish on U.S. commercial and very bullish on our U.S. government business. It is a revolution. There will be new ways of doing business. And in aggregate, that will work out very well for.
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