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Morgan Stanley Names Spotify a Top Pick, From Facebook to Meta & CEO of Coinbase Competitor Kraken Nov 01, 2021

Show notes

Our anchors start off the morning with CNBC’s Dom Chu on some key themes to watch one month into Q4. Then, Morgan Stanley Analyst Benjamin Swinburne joins on his latest note where he names Spotify a top pick. Next, Former VMware COO Sanjay Poonen is here to talk the biggest winners in cloud and cybersecurity. We also have Wall Street Journal Personal Tech Columnist Joanna Stern to share her thoughts on Facebook’s name change to Meta. Then, CNBC’s Ylan Mui joins with more details on G20 leaders endorsing a global minimum corporate tax of 15 percent over the weekend. Plus, CNBC’s Kate Rooney brings us the Co-Founder and CEO of Kraken, one of the world’s top crypto exchanges. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Amazon and Apple Post Disappointing Earnings, Facebook’s Meta-Morphosis & October’s Tech Movers Oct 29, 2021

Show notes

Our anchors start off the show with Apple and Amazon in the red after posting disappointing earnings largely due to supply chain issues. Then, CNBC’s Josh Lipton joins with more details on Apple’s results after speaking with CEO Tim Cook yesterday. Next, Citi Analyst Jim Suva is here to share his take on Apple, which he has a buy rating on. Also, Evercore ISI Head of Internet Research Mark Mahaney joins to talk why he’s still bullish on Amazon. Plus, we bring you the details on Facebook’s corporate name change to Meta. Later, CNBC’s Dom Chu joins to cover October’s biggest tech movers as we close out the month of trading. Also, school is in session! We have Wharton School of Business Marketing Professor Americus Reed here to grade Facebook’s new name. And later, CNBC’s Mike Santoli joins with a different way to look at Amazon’s valuation. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Exclusive with Intel CEO Pat Gelsinger, GlobalFoundries CEO on Market Debut & Awaiting Apple Earnings Oct 28, 2021

Show notes

Our anchors start off the morning with CNBC’s Mike Santoli on mega-cap tech versus growth stocks. We also cover high-growth tech taking a step back with names like Twilio and eBay dropping after earnings. Plus, GlobalFoundries CEO Thomas Caulfield joins as the company makes its debut on the Nasdaq today. Also, CNBC’s Kate Rooney is here to cover Senator Toomey’s bill to protect revenue from payment for order flow. Then, we hear exclusively from Intel CEO Pat Gelsinger on his forward-looking plan for the company as well as his journey to becoming CEO. Later, Bank of America Analyst Wamsi Mohan is here to talk Apple ahead of the company’s earnings report slated for after the bell today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Breaking Down Microsoft and Alphabet Earnings, Robinhood’s Lackluster Quarter & Informatica CEO on IPO Day Oct 27, 2021

Show notes

Our anchors start off today’s show with Microsoft and Alphabet’s strong quarters reported after the bell yesterday. Then, Morgan Stanley Analyst Keith Weiss, who has an overweight rating on Microsoft, joins to further discuss the company post-earnings. Next, Piper Sandler’s Rich Repetto is here to talk Robinhood’s latest quarter, which sent shares below their IPO price. Also, CNBC’s Julia Boorstin joins to break down the impact of Apple’s privacy changes on Twitter and Spotify. Then, Baird Senior Research Analyst Colin Sebastian is here for more on Alphabet post-earnings. Later, Informatica CEO Amit Walia joins from the New York Stock Exchange as the company returns to the public markets after going private in 2015. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Facebook Post-Earnings, Tesla Hits $1 Trillion & Exclusive Interview with Adobe CEO Shantanu Narayen Oct 26, 2021

Show notes

Our anchors start off the morning with CNBC’s Julia Boorstin to talk Facebook after the company reported its earnings results last night. Then, CNBC’s Mike Santoli is here to cover Tesla’s run as the company tops a $1 trillion market cap. Next, CNBC’s Kate Rooney joins to discuss Robinhood ahead of its earnings report set for after the bell today. Plus, Adobe CEO Shantanu Narayen joins in his first in-person interview in nearly two years as the company kicks off its creativity conference “Adobe MAX” today. Later, we return to Facebook and Apple’s privacy change impact with Slow Ventures General Partner Sam Lessin who was also a Former Facebook VP of Product Management. Then, Independent Solutions Portfolio Manager Paul Meeks is here to discuss Google and Microsoft ahead of their earnings later today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big Tech on Deck, Facebook Facing Headwinds & Unpacking Amazon Oct 25, 2021

Show notes

Our anchors start off this busy week of tech earnings with the details on Snap feeling the impact of Apple’s privacy changes in its latest earnings report. Then, Plexo Capital Managing Partner Lo Toney joins for more on what to expect out of earnings this week. Plus, a number of new reports are out on Facebook this morning ahead of the company’s earnings slated for after the bell. Platformer Editor Casey Newton, who has access to the documents providing the basis of the new reports, joins the conversation for more on Facebook’s headwinds. Also, CNBC’s Phil LeBeau is here with the story on Hertz ordering 100,000 Tesla Model 3 vehicles. Next, Fast Company Editor-in-Chief Stephanie Mehta joins on the magazine’s November issue unpacking Amazon and its broadening reach ahead of the company’s earnings report this week. And later, Mizuho Securities Managing Director Vijay Rakesh is here to share why he is downgrading semiconductors. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Social Media Stocks Stumble, Intel CEO on the Quarter & Robinhood’s Gamification of Stocks Oct 22, 2021

Show notes

Our anchors start off this Friday morning with Snap stumbling post-earnings in large part due the impact of Apple’s new privacy changes on the company. We also cover Intel’s stock slide after its latest earnings report. Then, Wedgewood Partners CIO David Rolfe joins to discuss the social media space as well as share his take on PayPal’s potential acquisition of Pinterest. Next, Intel CEO Pat Gelsinger joins us in a first on CNBC interview to discuss the company’s quarterly performance. Later, Evercore ISI Head of Internet Research Mark Mahaney is here for more on Snap and social media’s stumble today. Then, CNBC’s Ylan Mui joins with the story on the Consumer Financial Protection Bureau taking on Big Tech. And also, The New Yorker Contributor Charles Duhigg joins to discuss Robinhood and gamification ahead of the company’s earnings next week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

PayPal’s Pinterest Interest, WeWork Makes its Market Debut & Big Tech’s Geopolitical Pull Oct 21, 2021

Show notes

Our anchors kick off today’s show with the details on PayPal exploring an acquisition of Pinterest. Then, CNBC’s Phil LeBeau covers Tesla’s earnings beat reported last night. Plus, we cover WeWork finally going public today two years after its failed IPO. Then, Eurasia Group President Ian Bremmer joins to discuss the power of Big Tech today. Next, Bow Capital Founder and WeWork Board Member Vivek Ranadive joins to speak about WeWork’s market debut today. And later, Greycroft Venture Partner and Former Pinterest Executive Kamran Ansari is here to talk about PayPal’s potential acquisition of Pinterest. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Breaking Down Netflix Earnings, iPod Inventor Talks Hardware & PayPal Explores Pinterest Acquisition Oct 20, 2021

Show notes

Our anchors start off the show with CNBC’s Julia Boorstin covering Netflix’s earnings released yesterday. Then, Moffett Nathanson Founding Partner Michael Nathanson joins for his take on the company post-earnings. We also cover a report that a Facebook name change may be on its way. Next, iPod Inventor and iPhone Co-Inventor Tony Fadell joins to discuss Big Tech’s hardware play. Plus, we cover a report that PayPal is exploring an acquisition of social media company Pinterest. Later, Baird Analyst Ben Kallo is here to talk Tesla ahead of the company’s earnings slated for after the bell. Also, we cover Adobe’s online shopping forecast for the 2021 holiday season and hear from the company’s Digital Experience Executive Vice President on the numbers. And later, MKM Partners’ Rohit Kulkarni joins for more on PayPal’s potential acquisition of Pinterest. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

First Bitcoin Futures ETF Makes its Debut, What to Expect from Netflix Earnings & Breaking Down Apple’s “Unleashed” Event Oct 19, 2021

Show notes

Our anchors start off today’s show with the announcements out of Apple’s “Unleashed” event yesterday, including new chips. Then, CNBC’s Kate Rooney joins to discuss the first-ever Bitcoin futures ETF making its debut today. Next, CNBC’s Bob Pisani is here to talk crypto, trading and gamification after his conversation with SEC Chair Gary Gensler this morning. Also, CNBC’s Julia Boorstin brings us the details from her conversation with Netflix Co-CEO Reed Hastings at the Milken Institute Global Conference. Then, Bank of America’s Nat Schindler joins to talk more Netflix ahead of earnings slated for later today. Plus, we have Cowen Analyst Krish Sankar and The Verge Editor-in-Chief Nilay Patel to share their thoughts on Apple after the company’s new product announcements. Also, CNBC’s Jon Fortt brings us his conversation with Jason Sudeikis on the digital era of content. And later, CNBC’s Deirdre Bosa shares news that Instacart will be acquiring Caper AI in its largest acquisition ever. 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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