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Black Friday Ecommerce Expectations, Shopify President Harley Finkelstein & Apple’s Holiday Quarter 11/25/22 Nov 25, 2022

Show notes

Our anchors begin today’s show with CNBC’s Kristina Partsinevelos and CommerceIQ CEO Guru Hariharan on shopping trends to expect this Black Friday and beyond. Then, our Julia Boorstin covers social commerce picking up steam and Shopify President Harley Finkelstein joins for more on ecommerce expectations this holiday season. Next, CNBC’s Eunice Yoon joins from Beijing to provide an update on lockdowns in China and their impact on Apple. Also, JPMorgan Analyst Samik Chatterjee is here to further break down the headwinds Apple is facing in its key quarter. Later, Mizuho Analyst Dan Dolev covers what’s in store for fintech as holiday shopping ramps up. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

HP Announces Layoffs, Diving into Apple’s Holiday Demand & Klarna CEO Sebastian Siemiatkowski Shares Black Friday Outlook 11/23/22 Nov 23, 2022

Show notes

Our anchors begin today’s show with CNBC’s Dom Chu breaking down the market impact of layoffs, guidance cuts and negative sentiment across tech. Then, Wall Street Journal Senior Personal Technology Columnist Joanna Stern discusses the potential for a consumer slowdown affecting PC sales, and CNBC’s Eunice Yoon reports on protests at one of electronics manufacturer Foxconn’s plants in China. Next, CNBC’s Eamon Javers shares headlines from the first day of FTX’s bankruptcy hearing in Delaware, and CNBC’s Jennifer Elias covers fears of mass job cuts at Google. Wedbush Securities Managing Director Dan Ives also offers his outlook for Apple’s holiday demand, and our Julia Boorstin takes a deep dive into a few social media alternatives to Twitter. Later, fintech firm Klarna Co-Founder and CEO Sebastian Siemiatkowski weighs in on what to expect from e-commerce and retail heading into the end of 2022. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

FTX Makes First Appearance in Bankruptcy Court, Chainalysis CEO Michael Gronager on Crypto Turbulence & New Disney CEO Bob Iger Announces Restructuring Plans 11/22/22 Nov 22, 2022

Show notes

Our anchors begin today’s show with CNBC’s Eamon Javers reporting on FTX’s first-ever appearance in bankruptcy court. Then, Baird analyst Will Power and Mighty Capital Founding Managing Partner SC Moatti join with their outlook for the software sector, and blockchain data platform Chainalysis CEO Michael Gronager joins to discuss FTX’s collapse. Next, we take a deep dive into the return of Disney CEO Bob Iger with our Julia Boorstin and Cowen analyst Doug Creutz, and CNBC’s Kristina Partsinevelos covers inventory concerns for chipmakers. Later, CNBC’s Frank Holland breaks down headwinds for UPS and FedEx as e-commerce volumes and consumer demand soften. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bob Iger Returns as Disney CEO, Checking Consumer Demand Ahead of Black Friday & A Deep Dive into China Tech 11/21/22 Nov 21, 2022

Show notes

Our anchors begin today’s show covering Bob Iger’s return as CEO of Disney with Julia Boorstin and New York Magazine Editor-At-Large and “Pivot” podcast host Kara Swisher. Next, Morgan Stanley analyst Erik Woodring shares his outlook for hardware demand heading into Black Friday. Then, we circle back to Disney’s leadership change with CNBC’s Dom Chu and Big Technology newsletter author Alex Kantrowitz, and CNBC’s Kate Rooney joins after sitting down with FTX Founder Sam Bankman-Fried on the crypto exchange’s collapse. Later, Grow Investment Group Chief Economist Hao Hong weighs in on China tech after the country reported its first Covid death in six months. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Palo Alto Networks Surges on Earnings Beat, Incoming Kraken CEO Dave Ripley on Crypto Turbulence & Covering the Upcoming Sentencing of Elizabeth Holmes 11/18/22 Nov 18, 2022

Show notes

Our anchors begin today’s show with Cohesity CEO Sanjay Poonen discussing cybersecurity demand after Palo Alto Networks beat the Street in its latest earnings. Then, Wedgewood Partners CIO David Rolfe offers his bull case for Taiwan Semiconductor, and incoming Kraken CEO Dave Ripley offers an inside look at the crypto exchange as turmoil continues to overtake the digital currency landscape. Next, Bernstein analyst Mark Shmulik weighs in on calls for layoffs at Alphabet, and CNBC’s Kristina Partsinevelos breaks down chip equipment maker Applied Materials’ recent results. Later, our Jon Fortt shares highlights from his interview with Intel Executive Vice President and data center chief Sandra Rivera, and CNBC’s Scott Cohn reports on the upcoming sentencing of Theranos Founder Elizabeth Holmes. 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 Nvidia’s Q3 Earnings, Airbnb CEO Brian Chesky on Travel Demand & Sonos CEO Patrick Spence on Latest Results 11/17/22 Nov 17, 2022

Show notes

Our anchors begin today’s show with Needham analyst Rajvindra Gill breaking down chipmaker Nvidia’s Q3 earnings, and lodging platform Airbnb Co-Founder and CEO Brian Chesky discusses post-pandemic travel demand and price transparency for customers. Then, Sonos CEO Patrick Spence joins for a closer look at the audio equipment maker’s latest results, and our Jon Fortt shares highlights from his interview with software company Nutanix CEO Rajiv Ramaswami at CNBC’s Technology Executive Council. Later, CNBC’s Kayla Tausche reports on the Biden administration’s strategy for safeguarding access to critical products by investing in the supply chains of like-minded countries. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

IBM CEO Arvind Krishna on Demand Outlook, CoinShares CEO Jean-Marie Mognetti on Crypto Turbulence & FBI Voices Security Concerns Over TikTok 11/16/22 Nov 16, 2022

Show notes

Our anchors begin today’s show with IBM CEO Arvind Krishna sharing his outlook for enterprise demand, consumer spending, and M&A opportunities in an exclusive interview. Then, CNBC’s Ylan Mui reports on the House Financial Services Committee planning a hearing on the collapse of FTX, and digital asset investment group CoinShares CEO Jean-Marie Mognetti joins with his thoughts on the broader turbulence in the space. Next, MoffettNathanson analyst Michael Morton offers his take on the broader e-commerce landscape, and our Julia Boorstin covers FBI Director Chris Wray’s security concerns over TikTok. Later, we take a deep dive into the latest round of sweeping layoffs across big tech with CNBC’s Steve Kovach and RBC Managing Director Brad Erickson. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

What to Expect from Black Friday E-Commerce, Activist Investor Calls for Cost Cutting at Alphabet & Data Center Face Risks from Climate Change 11/15/22 Nov 15, 2022

Show notes

Our anchors begin today’s show with CNBC’s Steve Liesman breaking down new data on household debt from the New York Fed, and CommerceIQ CEO Guru Hariharan weighs in on e-commerce trends after Walmart and Home Depot beat the Street in Q3. Then, UBS Managing Director Jason Katz joins with his bull case for cybersecurity, and CNBC’s David Faber shares breaking news on activist investor TCI Fund Management calling on Alphabet to cut costs. Next, CNBC’s Kate Rooney covers the latest in the collapse of crypto exchange FTX, and our Julia Boorstin takes a deep dive into media stakes revealed by major funds ahead of today’s 13F filing deadline. Barclays analyst Mario Lu also offers his take on discretionary consumer tech stocks, and CNBC’s Diana Olick shares new reporting on the risks imposed by climate change on data centers. Later, NYU Professor Arun Sundararajan discusses the importance of building effective and diverse workforces at CNBC’s Technology Executive Council Summit. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

FTX Collapse Impacts Ad Markets, CFPB Director Rohit Chopra on Crypto Regulations & Finding Value in Chips and Cybersecurity 11/14/22 Nov 14, 2022

Show notes

Our anchors begin today’s show with CNBC’s Steve Liesman outlining new data from the New York Fed showing rising inflation expectations, and CNBC’s Kate Rooney brings us the latest in the fallout from the collapse of crypto exchange FTX. Then, our Julia Boorstin discusses the impact of FTX’s implosion on the broader ad markets, and Consumer Financial Protection Bureau Director Rohit Chopra weighs in on regulations for digital currencies. Next, BMO Wealth Management Chief Investment Strategist Yung-Yu Ma shares his top picks across chips and cybersecurity, and Susquehanna analyst Mehdi Hosseini joins after upgrading chip equipment maker ASML to positive. Later, CNBC’s Frank Holland reports on corporate layoffs in focus at AfroTech, the largest Black tech conference in the country. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC Special: Crocodile Of Wall Street & The Battle Over Billions In Stolen Bitcoin 11/11/22 Nov 12, 2022

Show notes

CNBC takes you inside one of the largest crypto currency heists in history and delivers a revealing look at the investigation to recover $3.6 billion dollars in bitcoin. Hosted by Eamon Javers. 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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