Our anchors begin today’s show with Verge Editor-in-Chief Nilay Patel taking a look at what to expect when Alphabet and Microsoft report earnings after the bell. Then, Grow Investment Group Chief Economist Hao Hong offers his insight on the volatility in Chinese tech names, and our Julia Boorstin reports on the release of Meta’s new Quest Pro VR headset. Next, Mark Asset Management CEO and Managing Partner shares his bull case for Meta, and CNBC’s Frank Holland breaks down data analytics company...
Oct 25, 2022•44 min
Our anchors begin today’s show with Julia Boorstin covering activist investor Altimeter Capital calling on Meta to reduce headcount and limit its investments in the metaverse. Then, MoffettNathanson Senior Managing Director Michael Nathanson looks ahead to a massive series of big tech earnings on the horizon, and NorthmanTrader Founder Sven Henrich offers his outlook for the current bear market rally. Next, CNBC’s Eamon Javers shares new reporting on investments in artificial intelligence made b...
Oct 24, 2022•43 min
Our anchors begin today’s show covering Snap’s Q3 revenue miss with Platformer News Founder Casey Newton and Big Technology newsletter author Alex Kantrowitz. Then, Canaccord Genuity analyst Kingsley Crane joins with his outlook for Datadog after upgrading the software company to a buy rating, and CNBC’s Steve Kovach takes a deep dive into the impact of currency headwinds on big tech names posting results. Next, we share highlights from our Deirdre Bosa’s interview on the international growth of...
Oct 21, 2022•42 min
Our anchors begin today’s show breaking down IBM’s Q3 earnings with MoffettNathanson Partner Lisa Ellis, and Oppenheimer analyst Colin Rusch shares his take on the latest results from Tesla. Then, our Julia Boorstin and Plexo Capital Founding Managing Partner Lo Toney take a deep dive into the digital ad space, and Satori Fund Founder Dan Niles shares his outlook for the broader market volatility. Next, CNBC’s Kristina Partsinevelos reports on the impact of U.S. chip restrictions on China for se...
Oct 20, 2022•44 min
Our anchors begin today’s show with Julia Boorstin and Cowen analyst John Blackledge breaking down Netflix beating the street in Q3, sending shares surging. Then, BMO Wealth Management Chief Investment Strategist Yung-Yu Ma shares his bull case for enterprise software, and CNBC’s Dom Chu highlights the top Nasdaq gainers of the morning. Later, we take another look at Netflix’s ad-supported tier with Mobile Dev Memo Founder Eric Seufert, and CNBC’s Phil LeBeau previews today’s earnings from Tesla...
Oct 19, 2022•43 min
Our anchors begin today’s show with Adobe CEO Shantanu Narayen offering his outlook for the broader macro environment and the company’s plans to acquire design platform Figma. Then, Bank of America analyst Nat Schindler looks ahead to Netflix’s earnings after the bell, and Arjuna Capital Managing Partner Natasha Lamb shares her top picks across big tech. Next, Needham analyst Charles Shi joins with his growth projections for chipmaker TSMC, and CNBC’s Steve Kovach covers Apple unveiling a slate ...
Oct 18, 2022•44 min
Our anchors begin today’s show with CNBC’s Mike Santoli breaking down the morning’s massive rebound for the Nasdaq, and Los Angeles Clippers Owner and Chairman Steve Ballmer discusses the team’s new direct-to-consumer streaming service. Then, our Julia Boorstin reports on Fox and News Corp potentially exploring a re-merger after splitting in 2013, and Citi Managing Director Jim Suva joins with his bull case on Apple. Later, New Street Advisors Group Founder and CEO Delano Saporu weighs in on the...
Oct 17, 2022•43 min
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 Amer...
Oct 14, 2022•43 min
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 d...
Oct 13, 2022•44 min
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 b...
Oct 12, 2022•43 min
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 Te...
Oct 11, 2022•44 min
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,...
Oct 10, 2022•43 min
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 ru...
Oct 07, 2022•43 min
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...
Oct 06, 2022•44 min
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...
Oct 05, 2022•43 min
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 poten...
Oct 04, 2022•45 min
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. Ou...
Oct 03, 2022•44 min
Our anchors begin today’s show with Mark Asset Management CEO and Managing Partner Morris Mark offering his outlook for mega-caps following a brutal week for big tech. Then, our Julia Boorstin and “Margins” Editor Ranjan Roy break down recently released text exchanges from Elon Musk showing the drama behind the Tesla CEO’s deal to buy Twitter. Next, we take a deep dive into WisdomTree’s new blockchain-enabled fund with Founder and CEO Jonathan Steinberg, and CNBC’s Kate Rooney looks at retail se...
Sep 30, 2022•43 min
Our anchors begin today’s show taking a deep dive into the private markets and IPOs with Battery Ventures General Partner Dharmesh Thakker, and CNBC’s Frank Holland breaks down a new CFO survey on remote work. Then, Lazard Managing Director Dennis Berman weighs in on the broader streaming landscape, and Wedbush Securities Managing Director Sahak Manuelian joins with his bull case for cybersecurity and mega-cap tech. Next, our Jon Fortt shares highlights from his Fortt Knox interview with Amazon ...
Sep 29, 2022•44 min
Our anchors begin today’s show with Plexo Capital Founding Managing Partner Lo Toney and CNBC’s Steve Kovach covering reports that Apple will be pulling back its planned iPhone 14 production increase. Then, CNBC’s Dom Chu analyzes falling valuations across big tech, and Cowen Managing Director John Blackledge offers his outlook for Google Cloud. Next, our Jon Fortt shares highlights from his Fortt Knox update with Amazon SVP of Devices and Services David Limp, and CNBC’s Seema Mody recaps a vola...
Sep 28, 2022•44 min
Our anchors begin today’s show with Cambria Investment Management Founder and CIO Meb Faber sharing his outlook for a potential recession, and CNBC’s Dom Chu breaks down discounted communication services stocks worth watching. Then, Zillow Co-Founder and former CEO Spencer Rascoff discusses the brutal market for recent IPOs, and CNBC’s Kristina Partsinevelos takes a deep dive into the underrepresentation of Hispanic workers in the semi space. Next, Madrona Venture Group Managing Partner Matt McI...
Sep 27, 2022•44 min
Our anchors begin today’s show with CNBC’s Mike Santoli analyzing the Nasdaq hovering around its June lows, and CNBC’s Steve Kovach explains how some of the biggest names in tech are mitigating against foreign exchange headwinds. Then, 645 Ventures Co-Founder Nnamdi Okike makes the case for Shopify and Coinbase, and CrowdStrike CEO George Kurtz weighs in on the broader cybersecurity landscape. Next, CNBC’s Dom Chu breaks down key tech stocks worth watching at current levels, and Wilmington Trust...
Sep 26, 2022•43 min
CNBC’s Julia Boorstin is joined by celebrity chef Tom Colicchio and Flavrs CEO Alejandro Oropeza to discuss the launch of a new social media app, Flavrs, being hailed as the "TikTok of cooking." The two will break down how the app doubled its funding in a matter of months – attracting the backing of Andreessen Horowitz and Le Bernardin’s Eric Ripert – and how Flavrs can help users recreate meals at home from their favorite chefs and creators. Recorded: 9/22/22 Hosted by Simplecast, an AdsWizz co...
Sep 25, 2022•15 min
On the latest episode of “Binge,” CNBC's Carl Quintanilla speaks to Jessica Gao, showrunner and executive producer of Marvel’s ‘She-Hulk: Attorney At Law’ on Disney+. Gao discusses the big break that lead to her MCU debut, her process of bringing the comic book icon to the small screen, and how the She-Hulk character serves as a touchstone for identity and vulnerability in the workplace. Recorded: 09/23/22 Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information abou...
Sep 24, 2022•17 min
Our anchors begin today’s show with CNBC’s Mike Santoli breaking down major tech names dragging lower amid the morning’s volatility, and Big Technology newsletter author Alex Kantrowitz takes a deep dive into cost cutting measures across the sector. Then, Cresset Capital CIO Jack Ablin offers his outlook for rate hikes and the Nasdaq, and CNBC’s Seema Mody reports on the turbulence affecting the European markets. Founders Fund Partner Keith Rabois also discusses the recent losses hitting Opendoo...
Sep 23, 2022•44 min
Our anchors begin today’s show with NorthmanTrader Founder Sven Henrich breaking down the impact of the Fed’s latest rate hike, and MoffettNathanson analyst Sterling Auty joins after initiating coverage on 25 software names. Then, our Julia Boorstin reports on the latest cost cutting measures from Meta, and Qualcomm CEO Cristiano Amon discusses the chipmaker’s push into the automotive market. Later, Fundstrat Global Advisors Managing Partner Tom Lee offers his thoughts on whether to expect more ...
Sep 22, 2022•44 min
We spend today’s show covering the testimony of several banking leaders before the House Financial Services Committee, including JPMorgan Chase CEO Jamie Dimon, Bank of America CEO Brian Moynihan and Citigroup CEO Jane Fraser. We also bring you President Biden’s address to the United Nations General Assembly on Russia’s invasion of Ukraine, and a press conference from New York Attorney General Letitia James announcing a lawsuit against former President Trump, the Trump Organization, and three of...
Sep 21, 2022•1 hr 1 min
Our anchors begin today’s show with Satori Fund Founder Dan Niles offering his predictions for how the market could respond to this week’s Fed meeting. Then, DoorDash Co-Founder and CEO Tony Xu joins for an exclusive interview on the delivery platform’s new partnerships, consumer sentiment and outlook for inflation. Next, Morgan Stanley analyst Erik Woodring takes a deep dive into the demand picture for Apple’s new iPhones, and Bessemer Venture Partners’ Elliott Robinson discusses the volatility...
Sep 20, 2022•44 min
Our anchors begin today’s show with CNBC’s Jim Cramer sharing his outlook for Meta, Netflix and investor concerns as the Street braces for another rate hike from the Fed. Then, Bain & Company Partner Anne Hoecker offers her take on consolidation in tech, and Oppenheimer Managing Director Jason Helfstein joins after upgrading Netflix to outperform. Later, CNBC’s Frank Holland tracks the movement of several cloud stocks, and Appian Founder and CEO Matt Calkins discusses his plans to use the cu...
Sep 19, 2022•44 min
Our anchors begin today’s show with New Street Advisors Group Founder and CEO Delano Saporu offering his outlook for softening demand across tech, and CNBC’s Eamon Javers reports on a cybersecurity incident affecting Uber. Then, California Attorney General Rob Bonta joins to discuss the state’s new antitrust lawsuit against Amazon, and Incisive Ventures Managing Partner Martin Tobias weighs in on Adobe’s plans to acquire design platform Figma. Later, our Julia Boorstin covers how tech and media ...
Sep 16, 2022•44 min
