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Intel CEO Pat Gelsinger on Latest Earnings, Softbank COO Marcelo Claure’s Plans to Step Down & Pershing Square’s Massive Netflix Investment Jan 27, 2022

Show notes

Our anchors start today’s show joined by Intel CEO Pat Gelsinger in a first-on interview after the chipmaker posted earnings yesterday. Then, CNBC’s Andrew Ross Sorkin reports on Softbank COO Marcelo Claure’s plans to step down, and CNBC’s Mike Santoli breaks down the tech stock rally and the volatility hitting the sector. Next, Guggenheim Managing Director of Automotive Research Ali Faghri discusses Tesla’s latest quarterly results, and Bank of America analyst Wamsi Mohan previews Apple’s earnings before the tech giant reports after the bell. Our Julia Boorstin also covers investor Bill Ackman’s hedge fund Pershing Square buying more than 3.1 million shares of Netflix. Later, CNBC’s Yasmin Khorram recaps comments from her exclusive interview on big tech regulation with California Governor Gavin Newsom. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Microsoft’s Earnings Beat Street Estimates, WarnerMedia CEO Jason Kilar on Discovery Merger & Tech Mega-Cap Investment Opportunities Jan 26, 2022

Show notes

Our anchors begin today’s show covering Microsoft’s latest earnings report, with insight from Citi Senior Equity Research Analyst Tyler Radke. Then, our Julia Boorstin sits down with WarnerMedia CEO Jason Kilar after AT&T posted results this morning and updated its timeline for the entertainment company’s merger with mass media firm Discovery. Next, Matrix Asset Advisors CIO David Katz joins for more on investment opportunities in tech mega-caps, including Microsoft, Alphabet and Meta. CNBC’s Kate Rooney also profiles the implications of the crypto crash on athletes, celebrities and public officials who requested their salaries be paid in digital currencies. Later, Madrona Ventures Group Managing Director Hope Cochran takes a closer look at Microsoft’s plans to acquire video game publisher Activision for $68.7 billion, and CNBC’s Eamon Javers delivers breaking news on the retirement of Supreme Court Justice Stephen Breyer. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Commerce Department Releases New Chip Shortage Report, Okta CEO Todd McKinnon on Business Trends & GM’s $7 Billion Electric Vehicle Investment Jan 25, 2022

Show notes

Our anchors begin today’s show with CNBC’s Mike Santoli, who analyzes the current trading price of cloud firm Snowflake. Then, Plexo Capital Founding Managing Partner Lo Toney breaks down investment opportunities amid the ongoing tech volatility, and CNBC’s Kayla Tausche covers a recent Department of Commerce report on the nation’s chip shortage. Next, our Julia Boorstin takes a look at Apple and Microsoft as both tech giants prepare to post earnings this week, and Goldman Sachs Managing Director Eric Sheridan joins after cutting price targets on social media names including Snap, Pinterest and Twitter. Wall Street Journal Markets Reporter Gunjan Banerji also offers insight on the relationship between options trading and meme stocks, and cybersecurity provider Okta Co-Founder and CEO Todd McKinnon discusses the trends observed in the company’s latest “Businesses at Work” report. Later, CNBC’s Phil LeBeau details General Motors’ $7 billion investment into developing electric vehicles, and our Jon Fortt recaps his Fortt Knox interview with fintech firm Klarna Co-Founder and CEO Sebastian Siemiatkowski. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Crypto Crash Hits Bitcoin and Ethereum, Investment Opportunities in Payments & Robinhood’s IPO Access Program Sees Stocks Slump Jan 24, 2022

Show notes

Our anchors begin today’s show breaking down the relationship between stocks and rates with CNBC’s Mike Santoli, and Satori Fund Founder Dan Niles joins with in-depth analysis on the tech sell-off. Then, CNBC’s Kate Rooney profiles the ongoing crypto crash, and Mark Asset Management CEO and Managing Partner Morris Mark discusses Netflix’s continued plunge after the streaming giant reported results last week. Next, our Julia Boorstin reports on social media company Snap receiving a series of downgrades and price target cuts, and Morgan Stanley analyst James Faucette shares insight on opportunities in the payments space, with top picks including PayPal, Visa and Mastercard. “Margins” Editor Ranjan Roy also covers the decline of stocks that went through trading platform Robinhood’s IPO Access program. Later, our Julia Boorstin highlights the underperformance of big telecom names as providers including AT&T, Verizon and T-Mobile prepare to post results in the weeks ahead. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Netflix Shares Plunge on Q4 Results, Intel Announces New Plants in Ohio & Airbnb Co-Founder and CEO Brian Chesky’s Nationwide Rental Journey Jan 21, 2022

Show notes

Our anchors start today’s show covering shares of streaming giant Netflix plunging after reporting Q4 results and interactive fitness company Peloton temporarily halting production of key bikes and treadmills, with insight from Verge Editor-in-Chief Nilay Patel. Then, CNBC’s Mike Santoli reports on the deepening sell-off, and our Jon Fortt recaps his earlier interview with Intel CEO Pat Gelsinger as the chipmaker announces a series of new plants in Ohio. Next, MoffettNathanson Founding Partner Michael Nathanson visits after cutting his price target on Netflix, and lodging platform Airbnb Co-Founder and CEO Brian Chesky joins as he kicks off his plan to live in Airbnb rentals for the coming weeks. Later, our anchors break down the amount big tech names including Meta, Amazon and Microsoft spent on lobbying in 2021. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Nasdaq Enters Correction Territory, Piper Sandler Downgrades AMD to Neutral & Previewing Tonight’s Netflix Earnings Jan 20, 2022

Show notes

Our anchors begin today’s show with CNBC’s Mike Santoli covering the Nasdaq’s historic drop to start the year as the index enters correction territory. Then, Index Ventures Partner Nina Achadjian joins to discuss the current drop-off in valuations and the potential for an increase in big tech M&A. Next, Piper Sandler analyst Harsh Kumar visits after downgrading chipmaker AMD to neutral and lowering its price target. Our Julia Boorstin also covers Netflix’s focus on international subscriber growth before the streaming platform posts earnings tonight, with analysis from Former Hulu Head of Content Acquisition Alex Kruglov. Later, CNBC’s Ylan Mui breaks down the Senate tech antitrust bill gaining bipartisan support, and note-taking app Evernote Co-Founder Phil Libin expands on his opposition to the metaverse. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Former FTC Chair Bill Kovacic on Big Tech Regulation, SoFi Receives Approval to Become a Bank & Airline Safety Concerns Surrounding the Nationwide 5G Rollout Jan 19, 2022

Show notes

Our anchors begin today’s show looking at market moves driving the current tech sell-off, with analysis from CNBC’s Mike Santoli. Then, former Federal Trade Commission Chair Bill Kovacic explains the antitrust implications of the FTC and Department of Justice looking to rewrite the country’s business merger guidelines. Next, CNBC’s Kate Rooney reports on personal finance firm SoFi receiving regulatory approval to become a bank, and Guggenheim Securities Senior Managing Director Eric Mandl discusses Microsoft’s plans to acquire video game publisher Activision for $68.7 billion. Wall Street Journal Markets Reporter and CNBC Contributor Gunjan Banerji also breaks down the giant stock swings hitting the Nasdaq to start 2022, and CNBC’s Andrew Ross Sorkin joins to recap his “Capital Exchange” interview with FTC Chair Lina Khan. Later, our Julia Boorstin reports on airline safety concerns surrounding the nationwide 5G rollout, and CNBC’s Robert Frank profiles interactive fitness company Peloton CEO John Foley selling about $119 million worth of shares from 2020 to 2021. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Microsoft’s $68.7 Billion Acquisition of Activision, Investor Chamath Palihapitiya’s Controversial Uyghur Comments & Gopuff’s Private Label Launch Jan 18, 2022

Show notes

Our anchors start today’s show covering Microsoft’s plans to acquire video game publisher Activision for $68.7 billion, with insight from Wells Fargo Chairman of Global Internet Investment Banking Bob Peck. Then, CNBC’s Mike Santoli looks at the S&P and Nasdaq’s ongoing sell-off, and Irreverent Labs CEO Rahul Sood joins for more on the mega-deal between Activision and Microsoft. Our Jon Fortt also recaps his interview with IBM CEO Arvind Krishna from the National Retail Federation’s conference over the weekend, and the team covers billionaire investor and Golden State Warriors part-owner Chamath Palihapitiya saying “nobody cares” about the human rights abuses against the Uyghurs in China on a recent episode of his podcast. Later, food delivery service Gopuff CEO Rafael Ilishayev discusses the company’s expansion into private label products, and CNBC’s Ylan Mui reports on big tech regulation ahead of today’s press conference with the Federal Trade Commission and the Department of Justice. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech’s Continued Sell-Off, Increased Gaming Interest Across Social Media & Sexism Allegations Against SpaceX Jan 14, 2022

Show notes

Our anchors begin today’s show joined by CNBC’s Dom Chu, who covers the recent tech sell-off with the Nasdaq on track for its third consecutive negative week. Then, Credit Suisse Co-Head of Quantitative Research and Senior Equity Strategist Patrick Palfrey joins with thoughts on the potential for low PE stocks to lead the market in 2022. CNBC’s Courtney Reagan also reports on December’s decrease in retail sales, and our Julia Boorstin analyzes heightened interest in gaming across platforms including Twitter, Facebook and Reddit. Next, CNBC’s Mike Santoli takes a long-term look at the Nasdaq’s performance, and our Jon Fortt shares highlights from his Fortt Knox interview with Snowflake CEO Frank Slootman. Later, Former SpaceX Mission Integration Engineer Ashley Kosak visits to discuss her allegations of sexism against her former employer. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

TSMC’s Record Q4 Profits, Checkout.com’s $1 Billion Series D Round & Chegg CEO Dan Rosensweig on the Future of EdTech Jan 13, 2022

Show notes

Our anchors start today’s show covering chipmaker TSMC’s Q4 results, with insight and top sector picks from Cambiar Investors Investment Principal Joseph Chin. Then, CNBC’s Leslie Picker reports on the trading debut of private equity firm TPG, and former Amazon Studios Head of Strategy Matthew Ball provides a look at opportunities in the metaverse. Checkout.com CEO Guillaume Pousaz also visits after the online payments company raised $1 billion in Series D funding. Next, our Julia Boorstin highlights some key trends among start-ups as CNBC seeks nominations for its annual Disruptor 50 list. Later, education tech firm Chegg CEO Dan Rosensweig joins to discuss the platform’s new, more personalized study service, “Learn With Chegg.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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