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Meta’s Mega Challenges, Qualcomm CEO on the Quarter & What to Expect From Apple’s Earnings 7/28/22 Jul 28, 2022

Show notes

Our anchors start off today’s show with CNBC’s Julia Boorstin covering Meta’s latest earnings report. Then, Bernstein Analyst Mark Shmulik and Truist Analyst Youssef Squali join for more insight into the stock. Next, Qualcomm CEO Cristiano Amon is here to break down the chipmaker’s quarterly performance and discuss the progress of the Chips Act. Later, The Wall Street Journal’s Joanna Stern and CNBC’s Steve Kovach join with what to expect heading into Apple’s earnings report. We also highlight what to watch for in Amazon and Intel’s earnings reports this afternoon. 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’s Results, What to Expect From Meta & The Health of the Subscription Model 7/27/22 Jul 27, 2022

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Our anchors kick off today’s show breaking down earnings results from Microsoft and Alphabet. Then, Mizuho Analyst James Lee and RBC Capital Markets Analyst Rishi Jaluria join for more insight into the two tech giants. Next, we cover Cathie Wood’s latest trade and Shopify’s second quarter results. With Meta earnings on deck this afternoon, Big Technology Founder Alex Kantrowitz joins on what to expect from the report. We also hear from CNBC’s Bob Pisani on the performance of some of the biggest names in tech this year. Later, we check on the health of subscription models amid the current down cycle. 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 Big Tech, Measuring the Digital Ad Slowdown & Forecasting the Cloud 7/26/22 Jul 26, 2022

Show notes

Our anchors kick off today’s show with Walmart’s consumer demand warning and Bespoke Investment Group’s Paul Hickey joins to discuss what it means for the tech sector. Then, CNBC’s Julia Boorstin covers the digital advertising slowdown and how it will impact Alphabet. Next, The Verge Editor-in-Chief Nilay Patel and Jefferies Analyst Brent Thill join to share their thoughts on Big Tech ahead of this week’s huge earnings lineup. CNBC’s Kate Rooney also reports on the SEC’s investigation of Coinbase, which is sending shares to the downside today. Then, we have Former VMware COO Sanjay Poonen break down his outlook for Big Tech’s cloud businesses. Later, we cover two celebrities criticizing Instagram for becoming too much like TikTok. 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, Klarna CEO on Valuation Cut & NFL+ Launches 7/25/22 Jul 25, 2022

Show notes

Our anchors begin today’s show with CNBC’s Dom Chu breaking down what to expect from Big Tech earnings this week. Then, we hear from Bank of America Analyst Tal Liani after he downgraded key networking stocks. Later, we return to Big Tech’s big week with insight from Wedbush Securities Head of Equity Trading Sahak Manuelian. Plus, Klarna CEO Sebastian Siemiatkowski joins for his first broadcast interview since the buy now, pay later company’s valuation plunged 85%. We also cover the National Football League launching its NFL+ app for $4.99 a month. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Snap Shares Plunge on Q2 Results, Cano Health CEO Marlow Hernandez on Amazon in Healthcare & Baidu Bets Big on Autonomous Vehicles 7/22/22 Jul 22, 2022

Show notes

Our anchors begin today’s show breaking down social media platform Snap’s latest results with “Margins” Editor Ranjan Roy and Platformer News Founder Casey Newton. Then, CNBC’s Dom Chu covers potential trouble ahead for the Nasdaq with a slew of big tech names reporting earnings next week, and Truist Co-Chief Investment Officer Keith Lerner joins after publishing a new call upgrading the tech sector. Next, we circle back to Snap with Guggenheim analyst Michael Morris and Stifel analyst Mark Kelley, and primary care provider Cano Health Founder and CEO Marlow Hernandez offers his insight on Amazon’s impact in the medical space. Later, CNBC’s Eunice Yoon shares new reporting on Chinese search giant Baidu making a big bet on autonomous vehicles. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Amazon Branches into Healthcare, President Biden Tests Positive for Covid & Binance CEO Changpeng Zhao on the Crypto Ecosystem 7/21/22 Jul 21, 2022

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Our anchors begin today’s show covering Amazon on pace for its best month in more than two years, and primary care tech company Founder and CEO Adrian Aoun weighs in on the e-commerce giant buying healthcare provider One Medical. Then, CNBC’s Kayla Tausche reports on President Biden testing positive for Covid-19, and Bank of America Managing Director John Murphy breaks down Tesla’s latest earnings. Next, Evercore ISI Head of Internet Research Mark Mahaney takes a closer look at Amazon, and Loup Ventures Managing Partner Doug Clinton shares his insight on private market valuations. Later, CNBC’s Kate Rooney delivers new details on the first-ever crypto insider trading case, and crypto exchange Binance CEO Changpeng Zhao offers his perspective on the broader digital currency landscape. 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’s Latest Earnings, Former Twitter CEO Dick Costolo on Elon Musk’s Legal Battle & Previewing Tesla’s Q2 Results 7/20/22 Jul 20, 2022

Show notes

Our anchors begin today’s show recapping Netflix’s latest earnings with Citi analyst Jason Bazinet, and CNBC’s Mike Santoli breaks down the Nasdaq showing signs of life to start July. Then, Former Twitter CEO Dick Costolo offers his take on the platform’s lawsuit against Elon Musk, and we circle back for more on Netflix with CNBC’s Dom Chu. Next, FullCycle Founder and Managing Partner Ibrahim AlHusseini previews Tesla’s Q2 results after the bell, and CNBC’s Ylan Mui covers the CHIPS Act clearing a key hurdle in the Senate. Later, CNBC’s Eunice Yoon shares new reporting on potential trouble brewing for Chinese tech companies and their workers. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

TechCheck+ Meta's Chief Diversity Officer Maxine Williams 7/19/22 Jul 19, 2022

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CNBC's Julia Boorstin chats with Maxine Williams, chief diversity officer at Meta, on fostering diversity and inclusion initiatives at the company, remote work trends, and much more. 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 and Twitter Face Off in Court, Previewing Netflix’s Earnings & New Reporting on the Bankruptcy of Celsius Network 7/19/22 Jul 19, 2022

Show notes

Our anchors begin today’s show covering the latest in the Elon Musk-Twitter saga as their lawyers face off for the first time in court, with insight from Plexo Capital Founding Managing Partner Lo Toney and Verge Editor-in-Chief Nilay Patel. Then, Former Amazon Studios Head of Strategy Matthew Ball joins to preview Netflix’s earnings after the bell, and CNBC’s Kate Rooney shares new reporting on the bankruptcy of crypto lender Celsius Network. Later, we circle back to the legal battle between Musk and Twitter with insight from Former Delaware Court of Chancery Vice Chancellor Carolyn Berger. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Potential Consolidation Targets in Streaming, Airbus CEO Guillaume Faury on Supply Chain Challenges & GlobalFoundries CEO Thomas Caulfield on Domestic Chip Production 7/18/22 Jul 18, 2022

Show notes

Our anchors start today’s show with CNBC’s Mike Santoli analyzing the state of the bear market, and GGV Capital Managing Partner Jeff Richards joins with his outlook for consolidation in the software space. Then, BMO Wealth Management Chief Investment Strategist Yung-Yu Ma joins to discuss Netflix before the streaming giant reports earnings tomorrow, and CNBC’s Phil LeBeau sits down with Airbus CEO Guillaume Faury at Britain’s Farnborough International Airshow. Later, chipmaker GlobalFoundries CEO Thomas Caulfield offers insight on what lies ahead for domestic semiconductor production, and CNBC’s Ylan Mui shares highlights from her interview with Lockheed Martin CEO Jim Taiclet on the potential for a vote on the CHIPS Act in Congress this week. 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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