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Banks Kick Off Earnings Season, Apple’s Push to Buy NFL Sunday Ticket & Bernstein Ranks Meta Top Pick 10/14/22 Oct 14, 2022

Show notes

Our anchors begin today’s show with CNBC’s Mike Santoli breaking down the start of earnings season, and Verge Editor-in-Chief offers his take on Apple’s push to buy NFL Sunday Ticket. Then, Former Cypress Semiconductor CEO TJ Rodgers discusses U.S. chip restrictions on China, and Wilmington Trust Head of Investment Strategy Meghan Shue offers her outlook for how to invest amid the ongoing volatility. Later, CNBC’s Kate Rooney breaks down the recent flood of private equity dollars into Latin America, and Bernstein analyst Mark Shmulik joins after ranking Meta as his top pick. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

TSMC Cuts Capital Expenditures, Breaking Down the Travel Demand Environment & White House Council of Economic Advisors Chair Cecilia Rouse on Inflation 10/13/22 Oct 13, 2022

Show notes

Our anchors begin today’s show with CNBC’s Mike Santoli breaking down the latest CPI data coming in hotter than expected, and Satori Fund Founder Dan Niles shares his thoughts on how to play the volatility in tech. Then, CNBC’s Kristina Partsinevelos reports on chipmaker TSMC cutting capital expenditures, and Morgan Stanley analyst Erik Woodring discusses the current environment for hardware demand. Later, Airbnb CFO Dave Stephenson offers his outlook for travel demand improving, and we take a deeper dive into the morning’s inflation report with White House Council of Economic Advisors Chair Cecilia Rouse. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Microsoft Unveils New Surface Products, The Case for VR in Elder Care & TripActions CEO Ariel Cohen on $300 Million Funding Round 10/12/22 Oct 12, 2022

Show notes

Our anchors begin today’s show with Morgan Stanley Chief Investment Officer Mike Wilson offering his outlook for equities through the rest of 2022, and Evercore ISI Head of Internet Research Mark Mahaney discusses current valuations across big tech. Next, CNBC’s Kate Rooney takes a deep dive into crypto regulations, and we take a deep dive into Microsoft’s new updates and Surface products with the company’s Corporate Vice President of Modern Life & Devices Yusuf Mehdi. Then, CNBC’s Dom Chu breaks down a slew of tech names hitting all-time lows this week, and Engine Gaming & Media Executive Chairman Tom Rogers makes his case for the use of VR in elder care. Later, TripActions Co-Founder and CEO Ariel Cohen joins after the business travel firm completed a $300 million funding round. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nasdaq Falls to Lowest Levels Since July 2020, Meta Launches New VR Headset & PagerDuty CEO Jennifer Tejada on Women in Leadership 10/11/22 Oct 11, 2022

Show notes

Our anchors begin today’s show with CNBC’s Steve Liesman sharing data from the New York Fed showing a sharp decline in one-year inflation expectations, and CNBC’s Mike Santoli breaks down the Nasdaq falling to its lowest levels since July 2020. Next, Madrona Venture Group Managing Partner Matt McIlwain offers his outlook for e-commerce, and our Julia Boorstin joins as she launches her new book – “When Women Lead” – on the advantages of female leaders. Then, Wall Street Journal Senior Personal Technology Columnist Joanna Stern previews what to expect from Meta’s upcoming high-end VR headset, and CNBC’s Robert Frank reports on Meta CEO Mark Zuckerberg’s massive wealth losses on the year. Later, CNBC’s Contessa Brewer also reports live from the Global Gaming Expo in Las Vegas, and our Julia Boorstin returns for a conversation with one of the leaders profiled in “When Women Lead,” PagerDuty CEO Jennifer Tejada. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Finding Value in Semiconductors, Twitter Locks Out Kanye West for Antisemitic Content & White House Cyber Czar Chris Inglis on Threat Landscape 10/10/22 Oct 10, 2022

Show notes

Our anchors begin today’s show with Bedrock Capital Founder Geoff Lewis sharing his outlook for how to play the current volatility, and Cowen Managing Director offers his top picks in semiconductors. Then, Platformer News Founder Casey Newton discusses content moderation on Twitter, and BNP Paribas Asset Management Chief Market Strategist Daniel Morris weighs in on the potential for a major tech rally. Next, CNBC’s Eamon Javers sits down for an interview with White House Cyber Czar Chris Inglis, and CNBC’s Frank Holland covers the turbulence hitting cloud stocks. Later, CNBC’s Steve Kovach reports on iPhone demand heading into the holiday season. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

AMD Cuts Revenue Guidance, Tech Plunges on September Jobs Report & Chinese EV Makers Push to Gain Share in Europe 10/7/22 Oct 07, 2022

Show notes

Our anchors begin today’s show with CNBC’s Steve Kovach breaking down chipmaker AMD’s decision to cut revenue guidance for the quarter. Then, Rosenberg Research Chief Strategist David Rosenberg and Citi U.S. Equity Strategist Scott Chronert offer their take on Fed rate hikes, September’s jobs report from the Bureau of Labor Statistics and more. Next, CNBC’s Frank Holland reports on FedEx forecasting lower holiday volume than expected, and CNBC’s Kayla Tausche shares details on two new federal rules restricting the export of certain semiconductors to China. We also circle back to AMD’s sales outlook with Wedbush Securities analyst Matt Bryson, and Bernstein analyst Richard Clarke joins after initiating coverage on Airbnb with an outperform rating. Later, CNBC’s Eunice Yoon covers the push by Chinese EV makers to gain share in Europe. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Elon Musk Delays Twitter Deposition, What to Expect from Q4 Hardware Sales & Google Pixel 7 Smartphone Launches 10/06/22 Oct 06, 2022

Show notes

ur anchors begin today’s show with Julia Boorstin breaking down the latest drama in Elon Musk’s potential deal to buy Twitter, and Goldman Sachs Managing Director Eric Sheridan discusses the broader digital ad market. Next, Wall Street Journal Senior Personal Technology Columnist Joanna Stern offers her perspective on what to expect from hardware sales in Q4, and Index Ventures Partner Mike Volpi weighs in on potential M&A in the cloud space. Later, Fitbit Co-Founder and Google VP James Park joins on the launch of Google’s Pixel 7 and Pixel 7 Pro smartphones. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech Gives Back This Week’s Gains, Elon Musk Offers to Buy Twitter & A Deep Dive into Crypto Crime 10/5/22 Oct 05, 2022

Show notes

Our anchors begin today’s show with Bespoke Investment Group Co-Founder Paul Hickey and Crossmark Global Investments CIO Bob Doll weighing in on what to expect from valuations and a potential recession. Then, MoffettNathanson analyst Sterling Auty offers his outlook for the software sector. Next, CNBC’s Robert Frank and Wharton School of Business Professor Americus Reed break down Elon Musk’s offer to go through with his purchase of Twitter. Later, CNBC’s Kayla Tausche reports on President Biden’s response to OPEC cutting oil production targets, and CNBC’s Kate Rooney takes a deep dive into crime across the crypto industry. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ark Invest CEO Cathie Wood on Inflation, Crypto & Tesla 10/4/22 Oct 04, 2022

Show notes

Our anchors start today’s show with NYU Stern School of Business Professor Aswath Damodaran offering his outlook for valuations at current levels, and CNBC’s Leslie Picker reports on the state of the IPO market in Q3. Then, Ark Invest Founder & CEO Cathie Wood offers her outlook for inflation, cryptocurrency and her recent major investment in Tesla. Later, our Julia Boorstin reports on a series of new tools and formats unveiled by Meta, and Citi Managing Director Ron Josey weighs in on potential Q4 challenges for Amazon. 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 Tech in Q4, Mobileye Files for IPO & Kim Kardashian Settles SEC Crypto Charges 10/3/22 Oct 03, 2022

Show notes

Our anchors begin today’s show with CNBC’s Bob Pisani breaking down key themes dominating the market to start Q4. Then, Kindred Ventures Managing Partner Kanyi Maqubela offers his outlook for the broader markets and the upcoming IPO of self-driving tech company Mobileye. Next, CNBC’s Phil LeBeau covers Tesla shares falling after posting a miss in its Q3 production and delivery numbers, and CNBC’s Kristina Partsinevelos breaks down the day’s top losers and laggards to kick off the new quarter. Our Julia Boorstin also reports on Kim Kardashian paying $1.26 million to settle SEC charges for failing to disclose a payment she received for promoting a crypto asset, and Neuberger Berman Senior Portfolio Manager Eli Salzmann shares his bull case for value stocks. Later, CNBC’s Kate Rooney recaps a brutal stretch for fintech names. 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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