Kicking off today’s show with a look at the significant sell-off in Chinese tech stocks, then digging into Roblox earnings with Metaverse ETF Founder Matthew Ball. CNBC’s Courtney Reagan then helps us break down the latest Walmart earnings and where those e-commerce numbers stand. Next, we hear from Ruchir Sharma of Morgan Stanley Investment Management on his latest Financial Times Op-Ed. He wonders what it would take for big tech to fall. Oppenheimer’s Jason Helfstein also makes the case for hi...
Aug 17, 2021•44 min
Our anchors start off the show with CNBC’s Dom Chu comparing the tech and communication sectors as the major indexes come off record highs. Then, Plexo Capital’s Lo Toney joins to share his take on the market and where he sees opportunity in the tech sector after strong second quarter earnings. We also have Evercore ISI’s Mark Mahaney on why Uber is taking Amazon’s spot for their top mega cap pick. Next, we have CNBC’s Lora Kolodny with the details on the U.S. investigating Tesla’s autopilot sys...
Aug 16, 2021•43 min
To start off the show, our anchors have coverage of today’s earnings movers: Disney, Airbnb and DoorDash. Then, in a first on CNBC interview Sofi CEO Anthony Noto joins to discuss the company’s latest quarter and competition in the broader fintech space. Plus, CNBC’s Mackenzie Sigalos is here with an update on the family who liquidated all of their assets to buy Bitcoin back when it was just $900. Later, DoorDash CEO Tony Xu joins CNBC’s Deirdre Bosa live in San Francisco to discuss the company’...
Aug 13, 2021•43 min
To start off the morning, our anchors have all the details on new legislation aimed at Big Tech’s app stores, a deal falling through between Instacart and Doordash and a recap of Palantir’s latest earnings report. Then, ServiceNow CEO Bill McDermott joins as cloud stocks have been on a tear recently to speak about the company’s acquisition of Mapwize and much more. Next, CNBC’s Sal Rodriguez is here with the story on Snap creators leaving the app’s Spotlight feature as payments dry up. Later, Ma...
Aug 12, 2021•44 min
Our anchors start off the show with all the details on Coinbase’s latest earnings report. Initialized Capital Founder and Early Coinbase Investor Garry Tan joins to further break down Coinbase’s quarter and outlook. Then, CNBC’s Eamon Javers is here to cover what may be the biggest crypto theft ever with $600 million stolen. Later, Unity Software CFO Luis Visoso joins to discuss the company’s strong quarter and planned acquisition of remote desktop and streaming company Parsec. Later, FuboTV CEO...
Aug 11, 2021•44 min
Our anchors start off today’s show with AMC after the meme stock company reported a smaller loss than expected and a revenue beat yesterday. Margins Editor Ranjan Roy joins to share his thoughts on AMC’s stock amid the hype as well as his take on crypto. Then, Bessemer Venture Partners’ Byron Deeter joins to discuss where to invest in cloud after Forbes released its Cloud 100 ranking today in partnership with Bessemer. Later, “Daring Fireball” Author John Gruber is here to talk all things Apple ...
Aug 10, 2021•44 min
Our anchors kick off today’s show with CNBC’s Ylan Mui on the latest crypto update from the infrastructure bill. Then, Fundstrat’s Tom Lee is here to talk markets, Bitcoin and his prediction for an “everything rally” into the end of the year. We also have Binance CEO ChangPeng Zhao to discuss the trading platform and crypto regulation as digital currencies take center stage this year. Plus, we cover the latest Tesla street calls with Jefferies predicting 22 percent upside in the stock. Later, 75...
Aug 09, 2021•44 min
Our anchors kick off this Friday morning with cloud names like Datadog, Asana and Cloudflare hitting record highs yesterday. Then, we hit gaming with Zynga CEO Frank Gibeau on the company’s latest earnings report and M&A plans. We also cover Apple’s announcement of a new program to scan devices for child abuse imagery. Next, we speak with Dropbox CEO Drew Houston after the company reported strong quarterly results and raised its full-year guidance. Later, CNBC’s Kate Rooney joins to cover th...
Aug 06, 2021•44 min
Our anchors have the latest coverage of Robinhood’s wild moves to start off the morning. Then, Wolfe Research Managing Director Steven Chubak joins to share his latest note on “Why Hood is Uninvestible Today.” Next, we cover Etsy post-earnings and Morgan Stanley Analyst Lauren Schenk is here to speak about her latest note upgrading the stock. We also have the details on Roku and Uber earnings reported after the bell yesterday and Jefferies Analyst Brent Thill joins us to give his take on Uber. L...
Aug 05, 2021•44 min
Our anchors kick off the morning with Robinhood as the stock surges to meme stock levels after its lackluster market debut last Thursday. Then, MKM Partners Managing Director Rohit Kulkarni, and later, Cambria Investment Management CIO Meb Faber join to further break down the stock pop. Next, we take you into the metaverse with Former Amazon Studios Head of Strategy Matthew Ball to discuss investing in the gaming space. Also, we hear from Instacart CEO Fidji Simo as the company hires Former Face...
Aug 04, 2021•42 min
Our anchors start off the show with moves lower in Chinese gaming stocks and Alibaba post-earnings. Then, Wall Street Journal Reporter Joanna Stern is here to talk about Google’s decision to ditch Qualcomm and build its own chip for its Pixel 6 phones. Next, ZoomInfo CEO Henry Schuck joins to break down the company’s latest earnings report. Plus, Reese Witherspoon and Hello Sunshine CEO Sarah Harden join our anchors to discuss the $900 million deal to sell Hello Sunshine to a Blackstone-backed m...
Aug 03, 2021•44 min
Starting off this Monday morning, our anchors have the story on Square striking an all-stock deal to acquire Australian fintech company Afterpay for $29 billion. Then, Mizuho Analyst Dan Dolev joins on his latest Square note following the deal announcement. Next, CNBC’s Julia Boorstin is here to cover the top Disney headlines including the weekend debut of “Jungle Cruise” bringing in a third of revenue on Disney+. Then, New York Times Contributor and “Sway” Podcast Host Kara Swisher joins to fur...
Aug 02, 2021•44 min
Our anchors kick off this Friday morning with all the details on Amazon’s revenue miss and weaker-than-expected guidance reported yesterday. Then, Mark Asset Management CEO Morris Mark joins to further break down Amazon’s latest quarter. Sticking with earnings, CNBC’s Julia Boorstin has the details on Pinterest’s latest report bringing the stock price down over 18 percent this morning. We also have CNBC’s Kate Rooney cover Robinhood’s summer slowdown in monthly active visits and time spent on th...
Jul 30, 2021•42 min
Our anchors are joined by CNBC’s Leslie Picker live from the Nasdaq to chat about Robinhood as we await the first trade today. Then, Comcast Chairman and CEO Brian Roberts joins in an exclusive interview to discuss the company’s growth and most recent earnings report. Next, CNBC’s Julia Boorstin covers Mark Zuckerberg’s vision for Facebook after the company reported an earnings beat yesterday. Plus, Qualcomm CEO Cristiano Amon joins in a second earnings exclusive to discuss the company’s latest ...
Jul 29, 2021•49 min
To start off the show, our anchors break down Alphabet, Apple and Microsoft earnings all released after the bell yesterday. Then, Duolingo CEO Luis Von Ahn joins in a First on CNBC Interview as the company makes its market debut today. Staying on the topic of IPOs, CNBC’s Kate Rooney covers all the risks to Robinhood ahead of its public debut. Then, CNBC’s Julia Boorstin covers the highlights from Spotify’s earnings report after speaking with CEO Daniel Ek on the quarter. Plus, LinkedIn CEO Ryan...
Jul 28, 2021•42 min
Our anchors discuss upcoming Big Tech earnings to start off the morning. Then, Bernstein Analyst Toni Sacconaghi joins to further break down Tesla earnings released yesterday and what to expect from Apple earnings tonight. We also have Cloudflare CEO Matthew Prince after the company called out Amazon Web Services’ high pricing. Next, CNBC’s Julia Boorstin joins to interview SiriusXM CEO Jennifer Witz post-earnings. Later, Margins Editor Ranjan Roy is here to break down the sell-off in Chinese st...
Jul 27, 2021•42 min
Our anchors kick off this Monday morning with the sell-off in China stocks as the crackdown continues. Former Cisco CEO John Chambers joins to share his thoughts on the tech clampdown. We also have the details on Bitcoin picking up steam over the weekend after Amazon announced it is searching for an executive to develop its digital currency strategy. Then, MKM Partners Tech Analyst Rohit Kulkarni joins to discuss Robinhood’s upcoming IPO following its Roadshow event over the weekend. Later, auth...
Jul 26, 2021•43 min
Our anchors kick off this Friday morning with all the details on Intel, Snap and Twitter earnings reported after the bell yesterday. Then, RiverPark Funds Co-CIO Mitch Rubin is here to further discuss social media stocks. Next, CNBC’s Eunice Yoon covers the developing story on China’s crackdown on ed-tech with related stocks plummeting over 50 percent today. Plus, we hear from Intel CEO Pat Gelsinger on the quarter, the chip shortage and much more. We also have “Platformer” Editor Casey Newton j...
Jul 23, 2021•43 min
Our anchors start off the morning with the latest street calls on Airbnb and Microsoft. Then, Nuveen CIO Saira Malik joins to share her top tech picks amid earnings season. Next, Okta CEO Todd McKinnon joins to discuss the future of work, cybersecurity and much more. Plus, we check-in on crypto following the B Word Conference’s kickoff yesterday. Later, HBO Max EVP and General Manager Andy Forssell is here to discuss the company’s growth and strategy following AT&T’s earnings report released...
Jul 22, 2021•44 min
Our anchors kick off the morning with all the details on Netflix’s earnings released last night. Then, Protocol Reporter Ben Brody joins to speak about President Biden’s nominee for Chief of the DOJ’s Antitrust Division. Brody first reported that the Biden Administration was considering nominating Jonathan Kanter back in April. We also have CNBC’s Dom Chu cover FANG stock valuations after Leon Cooperman stated he is still bullish on the names. Next, Evercore ISI’s Mark Mahaney joins to further b...
Jul 21, 2021•44 min
Our anchors kick off the morning with CNBC’s Mike Santoli on the broader market after yesterday’s sell-off. Then, CNBC’s Morgan Brennan has the story on Jeff Bezos’ trip to the edge of space ahead of his press conference. We also hear from GlobalFoundries CEO Thomas Caulfield on the Intel acquisition rumors and the company’s plans for an IPO. Then, we have the story on Apple pushing back its return to work plans amid a surge in coronavirus cases. Later, Cambria Investments’ Meb Faber joins to di...
Jul 20, 2021•49 min
Our anchors kick off the morning with CNBC’s Mike Santoli on the market drop and recent moves in mega-cap tech. Then, Wilmington Trust’s Meghan Shue joins to further break down the market sell-off today. Next, New York Times Contributor and “Sway” Podcast Host Kara Swisher joins to discuss President Biden’s criticism of social media due to its role in spreading vaccine misinformation. We also have Satori Fund’s Dan Niles weigh in on the market sell-off and where he is exiting positions. Later, C...
Jul 19, 2021•43 min
Our anchors, joined by guest anchor Joanna Stern from the Wall Street Journal, kick off this Friday morning with news on Square getting further into the crypto game. Then, Mizuho Managing Director Dan Dolev is here to speak about his latest research note claiming that buying Square is like buying J.P. Morgan in 1871. Next, Bernstein’s Stacy Rasgon joins to break down the latest on chip stocks as Intel explores a deal to acquire Global Foundries. Later, Pinboard Founder Maciej Ceglowski is here t...
Jul 16, 2021•43 min
CNBC’s Mike Santoli joins our anchors this morning to outline where there may be fragility in the tech stock rally ahead of earnings. Then, CNBC’s Julia Boorstin is here with the stories on Netflix’s push into gaming and Facebook’s plans to pay content creators over a billion dollars by the end of next year. Next, Khosla Ventures Founder Vinod Khosla joins to discuss Big Tech’s dominance as companies like Apple make their way into new industries. Later, we have the details on Cathie Wood’s Ark F...
Jul 15, 2021•44 min
Our anchors open today’s show with the latest on Apple. The tech giant’s stock pushing higher as it earns four bullish analyst notes and begins testing a buy now, pay later option for Apple Pay. Then, NorthmanTrader Founder Sven Henrich joins to discuss the tech sector as the Nasdaq reaches record highs. We also have Former Amazon Studios Head of Strategy Matthew Ball to share his thoughts on the streaming wars and the future of the media landscape. Later, we have an exclusive interview with Kla...
Jul 14, 2021•42 min
Our anchors start off the morning on the battle between fintech and financials in light of bank earnings this week. The Production Board CEO David Friedberg joins to share his take on digital banking and the future of fintech. Then, CNBC’s Steve Liesman is here to interview San Francisco Fed President Mary Daly on inflation, Fed policy and much more. Later, Washington Post Tech Reporter Will Oremus joins live outside the courtroom where Elon Musk is defending Tesla’s 2016 acquisition of SolarCit...
Jul 13, 2021•43 min
Our anchors start off this Monday morning with Plexo Capital’s Lo Toney on the Big Tech bounce back. We also have the details on China’s latest regulatory moves and Disney’s Black Widow film bringing in $60 million over the weekend just on Disney Plus. Then, we have Dropbox Co-Founder and CEO Drew Houston to discuss return to work and how the company’s redesigned offices allow for flexibility. Later, CNBC’s Julia Boorstin joins to interview Former TikTok CEO Kevin Mayer on the recent tech crackd...
Jul 12, 2021•43 min
CNBC’s Ylan Mui joins our anchors this Friday morning to cover the details of President Biden’s executive order targeting anticompetitive practices in Big Tech among other sectors. Then, Inside.com Founder and CEO Jason Calacanis joins to discuss the impact of this latest antitrust action. Calacanis, an early Robinhood investor, also shares his thoughts on Robinhood’s upcoming IPO. Next, FTC Commissioner Noah Phillips is here to further break down President Biden’s executive order and discuss an...
Jul 09, 2021•44 min
Our anchors start off the morning with the market sell-off and details on Google’s latest antitrust battle. Personal Tech Columnist from the Wall Street Journal Joanna Stern joins to break down the potential impact from this most recent lawsuit against Google. Then, CNBC’s Kate Rooney is here to highlight the impact of China’s tech crackdown on venture capital investors. Founders Fund Partner Keith Rabois joins our anchors to further discuss the implications of China’s latest moves as well as an...
Jul 08, 2021•42 min
This morning our anchors dive into the story on the Department of Defense cancelling the JEDI Contract that had pitted Microsoft and Amazon against each other. Then, Microsoft Board Member John Thompson and Rubrik CEO Bipul Sinha join to discuss the rise in ransomware cyberattacks including the latest attack affecting more than 1,000 companies across the globe. Next, we have SV Angel Founder Ron Conway share his thoughts on digital ad versus subscription-based models in online media. Plus, CNBC’...
Jul 07, 2021•44 min
