The stock market is going through a severe rough patch amid concerns on Fed policy and fears that AI stocks like Nvidia are crazy overvalued. Not helping sentiment are growing fears around the presidential election in November. So what is an investor to do when down seems like up and up seems like down? Yahoo Finance Executive Editor Brian Sozzi chats with Wind Shift Capital Founder Bill Blain. Blain pulls no punches in this convo, voicing his concern on Tesla’s stock price and big-cap tech stocks like Apple. However, Blain is more bullish on the outlook for Boeing under its new CEO and thinks a turnaround could happen sooner rather than later. As for markets, Blain doesn’t see a stock market crash on the horizon amidst major volatility this summer. But that doesn’t mean he sees the start of a new bull market, either.

Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at [email protected].

00:00-Bill Blain joins Opening Bid

01:30-AI is slower and more expensive than we thought

04:00-The problem of compliance-written market commentary

08:30-Tesla to 10K? Simply unrealistic

13:50-Harris or Trump; who is better for stocks?

16:40-UK economy compared to global markets

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

Bill Blain is CEO of Wind Shift Capital advising clients on alternative asset investments, and author of Blain's Morning Porridge—his say-it-like-it-is market commentary.

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