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Jared Holtz

Mentioned in 2 analyzed podcast episodes across 2 shows

Appears On

Prof G Markets CNBC's "Fast Money"

Episode Appearances

Prof G Markets · Feb 5, 2026

Google Doubles Down on Spending as AI Fear Returns

“Healthcare equity strategist at Mizuho; analyzed Eli Lilly and Novo Nordisk GLP-1 market dynamics and earnings divergence”

Google Q4 Earnings and Capex StrategyAI Infrastructure Investment CycleSoftware Sector AI Disruption

CNBC's "Fast Money"

CNBC's "Fast Money" · Feb 4, 2026

Alphabet Reports Results… And Pharma Stocks Diverge In Weight Loss Drug Race 2/4/26

“Mizuho healthcare sector specialist; analyzed Eli Lilly vs Novo Nordisk divergence; discussed weight loss drug market dynamics”

Alphabet Q4 Earnings and 2026 CapEx GuidanceAI Infrastructure Spending and MonetizationSemiconductor vs Software Performance Divergence