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Apple vs. the Creator Economy, Affirm CEO Max Levchin on Partnership with Shopify & Monday.com Co-CEO Ahead of IPO Today Jun 10, 2021

Show notes

Cameo Co-Founder and CEO Steven Galanis and Fanhouse Co-Founder Jasmine Rice join us this Thursday morning to share their thoughts on the battle between content creators and Apple. Then, in a First on CNBC interview, Affirm CEO Max Levchin joins our anchors to speak about the company’s new partnership with Shopify. Later, CNBC’s Julia Boorstin has more details on Apple pressuring not just creators, but other industries as well. Plus, Dogecoin hits a home run with the Oakland A’s allowing Doge holders to buy tickets this season with the cryptocurrency. Then, CNBC’s Kate Rooney has the details on outgoing GameStop CEO George Sherman leaving with a hefty amount of shares. Later, Monday.com Co-CEO Eran Zinman joins us in another First on CNBC interview ahead of the company’s 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.

Meme Stock Madness, Earnings Exclusive with UiPath CEO & Strike CEO on El Salvador’s Bitcoin Law Jun 09, 2021

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DPCM CEO and Former Uber SVP Uber Emil Michael joins us this morning to share his thoughts on the meme stock trade, TikTok and Apple’s app store fees. Then, we have an earnings exclusive with UiPath CEO Daniel Dines to break down the company’s most recent earnings report. We also have CNBC’s Julia Boorstin on Facebook’s push into the creator economy and battle with Apple’s app store fees. Later, Strike CEO Jack Mallers joins us to speak about Strike’s partnership with El Salvador after the country passed new legislation to accept Bitcoin as legal tender. Also, CNBC’s Kristina Partsinevelos covers the meme stock names that have gone under the radar. Plus, CNBC’s Eamon Javers has the details on the Colonial Pipeline CEO testifying on the recent ransomware cyberattack. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Benchmark General Partner Bill Gurley on the IPO Market & Earnings Exclusives with Coupa CEO & Marvell Technology CEO Jun 08, 2021

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Benchmark General Partner Bill Gurley joins us this morning to discuss the current state of the IPO market and today’s top headlines. Then, Coupa CEO Rob Bernshteyn joins our anchors in an exclusive interview to discuss the company’s latest earnings report. We also have Daring Fireball Author John Gruber with us to share his thoughts on Apple’s Worldwide Developers Conference. And later, we have a second earnings exclusive with Marvell Technology CEO Matt Murphy. Then, CNBC’s Julia Boorstin previews Facebook’s first creator event to begin today. Plus, don’t miss an update on the ransom from the Colonial Pipeline cyberattack. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple’s Worldwide Developers Conference Kicks Off Today, MongoDB CEO on Earnings & Jeff Bezos’ Out of this World Announcement Jun 07, 2021

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WSJ’s Senior Personal Tech Columnist Joanna Stern joins us this morning to share her thoughts on Apple’s Worldwide Developers Conference kicking off today. Then, we hear from CNBC’s Mike Santoli on the race between “the ape and the tortoise” in the current market riddled with meme stock trades. Next, Production Board CEO David Friedberg joins to share his view on meme stocks. Later, CNBC’s MacKenzie Sigalos covers the latest bitcoin updates. We also have MongoDB CEO Dev Ittycheria to discuss the company’s first quarter earnings report. Plus, CNBC’s Morgan Brennan has the story on Jeff Bezos’ upcoming trip to outer space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Earnings Triple Threat, Bill Ackman’s SPAC Nears a Deal & Live From the Bitcoin Conference Jun 04, 2021

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Satori Fund’s Dan Niles joins us this Friday morning to discuss meme stocks amid the AMC chaos. Then, Docusign CEO Dan Springer joins our anchors to break down the company’s latest earnings report. We also have the details on Bill Ackman’s Pershing Square SPAC targeting a merger with 10% of Universal Music Group. In a second earnings wrap-up, we have Asana CEO Dustin Moskovitz on the state of the company. And it’s an earnings triple threat with PagerDuty CEO Jennifer Tejada joining us to discuss her company’s earnings and outlook. Then, CNBC’s MacKenzie Sigalos is live from Miami at the Bitcoin Conference. Plus, we preview Apple’s Worldwide Developers Conference happening on Monday. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

AMC’s Wild Ride, Endeavor CEO Post-Earnings & Twitter Blue Subscription Service Jun 03, 2021

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NYU Stern Finance Professor Aswath Damodaran joins us this morning to discuss the AMC sell-off following the company’s massive rally. Then, Endeavor CEO Ari Emanuel joins our anchors to break down the company’s earnings released last night. CNBC’s Julia Boorstin has the details on Twitter’s subscription service, Twitter Blue. We also have an update on Box and Dropbox – these stocks underperforming other high growth cloud names during the pandemic. Plus, would Apple have been a meme stock? We analyze the stock’s price history amid the recent meme stock rally. Later, CNBC’s Mike Santoli provides his reasoning for why AMC’s recent rally is not a short squeeze. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

AMC Rally Ramps Up, Fidelity Global Macro Director Jurrien Timmer on Crypto & an Exclusive with Hewlett Packard Enterprise CEO Jun 02, 2021

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Pacaso Co-Founder & Chairman Spencer Rascoff joins our anchors this Wednesday morning to discuss the AMC rally boosted by the company’s Investor Connect announcement. Then, Fidelity Global Macro Director Jurrien Timmer shares his thoughts on the crypto market. Later, Hewlett Packard Enterprise CEO Antonio Neri joins us in an exclusive interview post-earnings. Plus, CNBC’s Julia Boorstin has the details on Facebook’s F8 developer conference kicking off today. We also cover stay-at-home names like Zoom post-earnings and Etsy following a recent deal to acquire Depop for $1.6 billion. And don’t miss the details on Lyft’s next generation e-bikes. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cloudera Going Private, SoFi CEO on Market Debut Today & the Latest Cyberattack Jun 01, 2021

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Our anchors cover the IPO market, Cloudera going private and the latest in crypto this Tuesday morning. Then, The Margins Editor Ranjan Roy joins us to share his take on the recent meme stock rally and wage-driven inflation. Also, SoFi CEO Anthony Noto joins us to discuss SoFi’s public debut today via SPAC merger. Later, CNBC’s Eamon Javers has the story on a cyberattack targeting the world’s largest meat supplier. Plus, we have the scoop on supply chain pressure pushing up prices for Tesla vehicles. CNBC’s Kate Rooney also joins today to talk all things bitcoin as we kick off a new trading month. And our anchors tell you what to look out for when Zoom reports earnings 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.

Morningstar’s Warning on Investing in Thematic Tech, Exclusive with Autodesk CEO Andrew Anagnost & AMC to the Moon May 28, 2021

Show notes

CNBC’s Bob Pisani joins us this Friday morning to explain Morningstar’s warning on investing in thematic tech. Then, our anchors chat about the recent run-up in AMC and a rare Apple downgrade by New Street Research. We also have CNBC’s Eamon Javers covering the latest details on Microsoft’s warning of a new hack. Autodesk CEO Andrew Anagnost joins us in an exclusive interview to discuss earnings. Then, CNBC’s Josh Lipton gives us the scoop on Box’s flare-up with Starboard Value. Our Jon Fortt reports on Apple marking its 20th anniversary in retail. Later, we are joined by CNBC’s Kate Rooney for more on AMC’s recent surge. And don’t miss Amazen booths – Amazon’s newest solution to promote worker wellness amid recent backlash. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia Post-Earnings, FireEye CEO on Cybersecurity Latest & Acorns CEO Joins on SPAC Announcement May 27, 2021

Show notes

Needham Managing Director Rajvindra Gill joins today to discuss Nvidia post-earnings. Then, CNBC’s Dom Chu covers the upswing in the FANG Plus Index. FireEye CEO Kevin Mandia joins to talk about how his company is leading customer adoption of cybersecurity amid recent data breaches at large companies. Later, we interview Acorns CEO Noah Kerner after Acorns announced today it will go public via SPAC, valuing the company at around $2.2 billion. Also, CNBC’s Kate Rooney updates us on the most recent meme stock rally costing short sellers around $1.8 billion. Then, CNBC’s Julia Boorstin interviews Relativity Space CEO Tim Ellis with Relativity Space coming in at number 23 on CNBC’s Disruptor 50 list. Plus, the latest details on Andy Jassy’s upcoming transition to CEO of Amazon. 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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