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Zygna CEO on the Quarter, Apple’s Delicate Dance with Privacy & Confluent CEO on First Earnings Report Since Going Public Aug 06, 2021

Show notes

Our anchors kick off this Friday morning with cloud names like Datadog, Asana and Cloudflare hitting record highs yesterday. Then, we hit gaming with Zynga CEO Frank Gibeau on the company’s latest earnings report and M&A plans. We also cover Apple’s announcement of a new program to scan devices for child abuse imagery. Next, we speak with Dropbox CEO Drew Houston after the company reported strong quarterly results and raised its full-year guidance. Later, CNBC’s Kate Rooney joins to cover the latest moves in $HOOD following the stock’s wild ride this week. We also speak with Confluent CEO Jay Kreps after the company released its first earnings report since going public. Plus, we bring you this morning’s headlines out of China with Meituan facing a $1 billion fine and Duolingo being removed from some Chinese app stores. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Robinhood’s Wild Moves, Breaking Down the Latest Tech Earnings & WarnerMedia CEO Ann Sarnoff on Streaming, Studios and Stars Aug 05, 2021

Show notes

Our anchors have the latest coverage of Robinhood’s wild moves to start off the morning. Then, Wolfe Research Managing Director Steven Chubak joins to share his latest note on “Why Hood is Uninvestible Today.” Next, we cover Etsy post-earnings and Morgan Stanley Analyst Lauren Schenk is here to speak about her latest note upgrading the stock. We also have the details on Roku and Uber earnings reported after the bell yesterday and Jefferies Analyst Brent Thill joins us to give his take on Uber. Later, NorthmanTrader Founder Sven Henrich is here to talk Robinhood, meme stocks and the market. Plus, CNBC’s Julia Boorstin interviews WarnerMedia Studio and Networks Group CEO Ann Sarnoff on streaming strategy and the battle between studios and stars. Also, CNBC’s Phil LeBeau previews what to expect from President Biden’s electric vehicle event today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Robinhood Stock Surges, Former Disney Executives Kevin Mayer and Tom Staggs on Acquiring Hello Sunshine & Coursera CEO Post-Earnings Aug 04, 2021

Show notes

Our anchors kick off the morning with Robinhood as the stock surges to meme stock levels after its lackluster market debut last Thursday. Then, MKM Partners Managing Director Rohit Kulkarni, and later, Cambria Investment Management CIO Meb Faber join to further break down the stock pop. Next, we take you into the metaverse with Former Amazon Studios Head of Strategy Matthew Ball to discuss investing in the gaming space. Also, we hear from Instacart CEO Fidji Simo as the company hires Former Facebook Executive Carolyn Everson. Later, CNBC’s Julia Boorstin interviews Former TikTok CEO Kevin Mayer and Former Disney COO Tom Staggs on their new media company and its acquisition of Reese Witherspoon’s Hello Sunshine. Next, CNBC’s Kate Rooney provides an update on Robinhood’s wild moves today. Then, Coursera CEO Jeff Maggioncalda is here to discuss the company’s latest earnings report. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Reese Witherspoon and Hello Sunshine CEO Talk Latest $900 Million Deal, ZoomInfo CEO on the Quarter & Substack CEO on Big Tech’s Ad-Supported Models Aug 03, 2021

Show notes

Our anchors start off the show with moves lower in Chinese gaming stocks and Alibaba post-earnings. Then, Wall Street Journal Reporter Joanna Stern is here to talk about Google’s decision to ditch Qualcomm and build its own chip for its Pixel 6 phones. Next, ZoomInfo CEO Henry Schuck joins to break down the company’s latest earnings report. Plus, Reese Witherspoon and Hello Sunshine CEO Sarah Harden join our anchors to discuss the $900 million deal to sell Hello Sunshine to a Blackstone-backed media company. We also have the story on Marvell buying chip startup Innovium in the latest tech M&A deal of the summer. And later, Substack CEO Chris Best is here to speak about his company and share his criticism of ad-supported models. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Square to Buy Afterpay in $29 Billion Deal, Klarna CEO on the Fintech Space & Wall Street Journal Reporter Tim Higgins Talks His New Tesla Book Aug 02, 2021

Show notes

Starting off this Monday morning, our anchors have the story on Square striking an all-stock deal to acquire Australian fintech company Afterpay for $29 billion. Then, Mizuho Analyst Dan Dolev joins on his latest Square note following the deal announcement. Next, CNBC’s Julia Boorstin is here to cover the top Disney headlines including the weekend debut of “Jungle Cruise” bringing in a third of revenue on Disney+. Then, New York Times Contributor and “Sway” Podcast Host Kara Swisher joins to further discuss Disney, streaming and the battle between studios and talent. Later, Klarna Co-Founder and CEO Sebastian Siemiatkowski joins to speak about the fintech space following Square’s Afterpay deal. We also have all the details on the new ETF betting against Cathie Wood’s Ark Fund. Plus, Wall Street Journal Reporter Tim Higgins is here to discuss his new book “Power Play: Tesla, Elon Musk, and the Bet of the Century.” 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 Amazon Earnings, Adobe CEO on Walmart Partnership & Gopuff’s Latest $1 Billion Funding Round Jul 30, 2021

Show notes

Our anchors kick off this Friday morning with all the details on Amazon’s revenue miss and weaker-than-expected guidance reported yesterday. Then, Mark Asset Management CEO Morris Mark joins to further break down Amazon’s latest quarter. Sticking with earnings, CNBC’s Julia Boorstin has the details on Pinterest’s latest report bringing the stock price down over 18 percent this morning. We also have CNBC’s Kate Rooney cover Robinhood’s summer slowdown in monthly active visits and time spent on the app. Then, Wheelhouse CIO Ann Berry joins to talk more about Robinhood after the company made its market debut yesterday. We also hear from Adobe CEO Shantanu Narayen on the company’s new partnership with Walmart. Next, Gopuff Co-Founder and Co-CEO Yakir Gola is here to discuss the delivery startup company’s latest $1 billion funding round. Also, CNBC’s Julia Boorstin returns with the story on Scarlett Johansson suing Disney over her “Black Widow” contract. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Awaiting Robinhood’s Market Debut, Earnings Exclusives with Comcast CEO and Qualcomm CEO & Nikola Founder Charged with Fraud Jul 29, 2021

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Our anchors are joined by CNBC’s Leslie Picker live from the Nasdaq to chat about Robinhood as we await the first trade today. Then, Comcast Chairman and CEO Brian Roberts joins in an exclusive interview to discuss the company’s growth and most recent earnings report. Next, CNBC’s Julia Boorstin covers Mark Zuckerberg’s vision for Facebook after the company reported an earnings beat yesterday. Plus, Qualcomm CEO Cristiano Amon joins in a second earnings exclusive to discuss the company’s latest quarter. We also have CNBC’s Phil LeBeau with the story on Nikola Founder and Former CEO Trevor Milton facing fraud charges. And don’t miss Early Robinhood Investor Jason Calacanis, and later, Robinhood Board Member Scott Sandell share their thoughts on the highly anticipated IPO 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 Big Tech Earnings, Duolingo CEO on Upcoming Market Debut & LinkedIn CEO Ryan Roslansky Jul 28, 2021

Show notes

To start off the show, our anchors break down Alphabet, Apple and Microsoft earnings all released after the bell yesterday. Then, Duolingo CEO Luis Von Ahn joins in a First on CNBC Interview as the company makes its market debut today. Staying on the topic of IPOs, CNBC’s Kate Rooney covers all the risks to Robinhood ahead of its public debut. Then, CNBC’s Julia Boorstin covers the highlights from Spotify’s earnings report after speaking with CEO Daniel Ek on the quarter. Plus, LinkedIn CEO Ryan Roslansky joins in a rare interview after the social media company hit $10 billion in revenue for the fiscal year. We also discuss Senator Elizabeth Warren’s latest comments on crypto regulation. 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, Cloudflare CEO on AWS Pricing & SiriusXM CEO Post-Earnings Jul 27, 2021

Show notes

Our anchors discuss upcoming Big Tech earnings to start off the morning. Then, Bernstein Analyst Toni Sacconaghi joins to further break down Tesla earnings released yesterday and what to expect from Apple earnings tonight. We also have Cloudflare CEO Matthew Prince after the company called out Amazon Web Services’ high pricing. Next, CNBC’s Julia Boorstin joins to interview SiriusXM CEO Jennifer Witz post-earnings. Later, Margins Editor Ranjan Roy is here to break down the sell-off in Chinese stocks as the government’s crackdown reaches more industries. Then, CNBC’s Brian Sullivan joins from Mountain Pass, California to cover our surprising reliance on magnets to make tech products. We also have all the latest details on regulation in the crypto space. Plus, don’t miss the story on SEC Chair Gary Gensler opening a Twitter account. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Former Cisco CEO on China Crackdown, Robinhood’s Roadshow and Upcoming IPO & Previewing Tesla Earnings Jul 26, 2021

Show notes

Our anchors kick off this Monday morning with the sell-off in China stocks as the crackdown continues. Former Cisco CEO John Chambers joins to share his thoughts on the tech clampdown. We also have the details on Bitcoin picking up steam over the weekend after Amazon announced it is searching for an executive to develop its digital currency strategy. Then, MKM Partners Tech Analyst Rohit Kulkarni joins to discuss Robinhood’s upcoming IPO following its Roadshow event over the weekend. Later, author of “Ludicrous: The Unvarnished Story of Tesla Motors” Ed Niedermeyer joins to share his thoughts on Tesla ahead of earnings. Plus, we have the story on Cloudflare taking aim at AWS for its high prices. 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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