Our anchors start off the show with Apple and Amazon in the red after posting disappointing earnings largely due to supply chain issues. Then, CNBC’s Josh Lipton joins with more details on Apple’s results after speaking with CEO Tim Cook yesterday. Next, Citi Analyst Jim Suva is here to share his take on Apple, which he has a buy rating on. Also, Evercore ISI Head of Internet Research Mark Mahaney joins to talk why he’s still bullish on Amazon. Plus, we bring you the details on Facebook’s corpor...
Oct 29, 2021•47 min
Our anchors start off the morning with CNBC’s Mike Santoli on mega-cap tech versus growth stocks. We also cover high-growth tech taking a step back with names like Twilio and eBay dropping after earnings. Plus, GlobalFoundries CEO Thomas Caulfield joins as the company makes its debut on the Nasdaq today. Also, CNBC’s Kate Rooney is here to cover Senator Toomey’s bill to protect revenue from payment for order flow. Then, we hear exclusively from Intel CEO Pat Gelsinger on his forward-looking plan...
Oct 28, 2021•1 hr
Our anchors start off today’s show with Microsoft and Alphabet’s strong quarters reported after the bell yesterday. Then, Morgan Stanley Analyst Keith Weiss, who has an overweight rating on Microsoft, joins to further discuss the company post-earnings. Next, Piper Sandler’s Rich Repetto is here to talk Robinhood’s latest quarter, which sent shares below their IPO price. Also, CNBC’s Julia Boorstin joins to break down the impact of Apple’s privacy changes on Twitter and Spotify. Then, Baird Senio...
Oct 27, 2021•44 min
Our anchors start off the morning with CNBC’s Julia Boorstin to talk Facebook after the company reported its earnings results last night. Then, CNBC’s Mike Santoli is here to cover Tesla’s run as the company tops a $1 trillion market cap. Next, CNBC’s Kate Rooney joins to discuss Robinhood ahead of its earnings report set for after the bell today. Plus, Adobe CEO Shantanu Narayen joins in his first in-person interview in nearly two years as the company kicks off its creativity conference “Adobe ...
Oct 26, 2021•44 min
Our anchors start off this busy week of tech earnings with the details on Snap feeling the impact of Apple’s privacy changes in its latest earnings report. Then, Plexo Capital Managing Partner Lo Toney joins for more on what to expect out of earnings this week. Plus, a number of new reports are out on Facebook this morning ahead of the company’s earnings slated for after the bell. Platformer Editor Casey Newton, who has access to the documents providing the basis of the new reports, joins the co...
Oct 25, 2021•44 min
Our anchors start off this Friday morning with Snap stumbling post-earnings in large part due the impact of Apple’s new privacy changes on the company. We also cover Intel’s stock slide after its latest earnings report. Then, Wedgewood Partners CIO David Rolfe joins to discuss the social media space as well as share his take on PayPal’s potential acquisition of Pinterest. Next, Intel CEO Pat Gelsinger joins us in a first on CNBC interview to discuss the company’s quarterly performance. Later, Ev...
Oct 22, 2021•43 min
Our anchors kick off today’s show with the details on PayPal exploring an acquisition of Pinterest. Then, CNBC’s Phil LeBeau covers Tesla’s earnings beat reported last night. Plus, we cover WeWork finally going public today two years after its failed IPO. Then, Eurasia Group President Ian Bremmer joins to discuss the power of Big Tech today. Next, Bow Capital Founder and WeWork Board Member Vivek Ranadive joins to speak about WeWork’s market debut today. And later, Greycroft Venture Partner and ...
Oct 21, 2021•42 min
Our anchors start off the show with CNBC’s Julia Boorstin covering Netflix’s earnings released yesterday. Then, Moffett Nathanson Founding Partner Michael Nathanson joins for his take on the company post-earnings. We also cover a report that a Facebook name change may be on its way. Next, iPod Inventor and iPhone Co-Inventor Tony Fadell joins to discuss Big Tech’s hardware play. Plus, we cover a report that PayPal is exploring an acquisition of social media company Pinterest. Later, Baird Analys...
Oct 20, 2021•46 min
Our anchors start off today’s show with the announcements out of Apple’s “Unleashed” event yesterday, including new chips. Then, CNBC’s Kate Rooney joins to discuss the first-ever Bitcoin futures ETF making its debut today. Next, CNBC’s Bob Pisani is here to talk crypto, trading and gamification after his conversation with SEC Chair Gary Gensler this morning. Also, CNBC’s Julia Boorstin brings us the details from her conversation with Netflix Co-CEO Reed Hastings at the Milken Institute Global C...
Oct 19, 2021•43 min
Our anchors start off the morning with the latest street calls on streaming companies Netflix and Disney. Then, Pacaso Co-Founder Spencer Rascoff joins to give his take on the latest headlines out of Facebook as we continue to track the company’s fallout. We also have The Wall Street Journal’s Joanna Stern on what to expect from Apple’s “Unleashed” event slated for later today. Plus, CNBC’s Mike Santoli is here to talk today’s tech movers. Also, Bakkt CEO Gavin Michael joins us live from the New...
Oct 18, 2021•43 min
Our anchors start off this Friday morning with skepticism from the street on tech earnings for the fourth quarter. Then, RBC Capital Internet Analyst Brad Erickson joins on his latest note to talk the risks ahead for names like Facebook. Plus, we cover Bitcoin hitting 60K for the first time since mid-April as the SEC prepares to approve several Bitcoin ETFs. Next, Roblox Founder and CEO David Baszucki joins following the company’s new feature launches from its annual developers conference yester...
Oct 15, 2021•44 min
Our anchors start off the show with Fundstrat’s Tom Lee to give his take on market as the Nasdaq rallies by more than 1 percent. Next, SpringHill Company CEO and Lebron James’ business partner Maverick Carter joins as the company sells a minority stake and hits a $725 million valuation. We also cover Shopify’s new partnerships with Microsoft and Oracle to help businesses streamline their operations. Later, The Markup Editor-in-Chief Julia Angwin joins on her latest article detailing how Amazon p...
Oct 14, 2021•44 min
Our anchors kick off today’s show with CNBC’s Morgan Brennan tracking Blue Origin’s successful space flight this morning. Then, we cover a report that Apple could cut its iPhone 13 production targets by 10 million units due to the global chip supply shortage. Next, Wolfe Research’s Darrin Peller joins to discuss the fintech space after JPMorgan Chase reported an earnings beat this morning. Plus, we cover Amazon CEO Andy Jassy’s 100 days since taking the helm. Later, “Daring Fireball” Blogger Joh...
Oct 13, 2021•29 min
Our anchors start off the show with Bernstein Analyst Mark Shmulik on his note calling Facebook “internet’s third rail” and posing the question “is Facebook investable?” Then, we bring in Angel Investor Jason Calacanis to debate whether now is the right time to buy Facebook stock. We also cover JPMorgan Chase CEO Jamie Dimon’s latest comments on Bitcoin and this morning’s upgrades of Square and Airbnb. Later, Piper Sandler’s Brent Bracelin is here with his latest and greatest cloud tracker analy...
Oct 12, 2021•44 min
Our anchors are back this Monday with friend of the show Lo Toney of Plexo Capital co-hosting while Carl is out. The gang digs into the Facebook fallout after last week’s complications for the social network and Apple’s appeal of the recent epic games ruling. We then turn to CNBC’s Dom Chu for a look at today’s opportunities amid the month’s volatility in the tech sector. We’re then joined by Craft Ventures Co-Founder & early Facebook investor David Sacks who is defending the social network ...
Oct 11, 2021•44 min
Our anchors kick off this Friday morning with CNBC’s Dom Chu to check in on tech’s volatile week. Then, CNBC’s Phil LeBeau is here to cover the highlights from Tesla’s annual shareholder meeting yesterday. Next, Datatrek Co-Founder Nick Colas joins to discuss what to expect from Q3 earnings for Big Tech. We also have ServiceNow CEO Bill McDermott and Celonis Co-Founder and Co-CEO Alexander Rinke on their new partnership to redefine how work flows. Later, The New Yorker Contributor Charles Duhigg...
Oct 08, 2021•44 min
Our anchors start off the show with CNBC’s Mike Santoli as the market rallies this morning. Then, Jefferies Analyst Trevor Williams is here to talk why he is bullish on Square. Next, we have NZS Capital Co-Founder Brad Slingerlend to discuss some of his picks in cloud, social media and cybersecurity. Later, New York Times Tech Reporter Shira Ovide joins to share ideas from her latest column “How to Fix Facebook” as the company faces backlash from lawmakers and whistleblower Frances Haugen. Plus,...
Oct 07, 2021•42 min
Our anchors kick off this morning with CNBC’s Dom Chu checking in on tech stocks as the Nasdaq makes a comeback from a steep drop earlier. Then, we cover Mark Zuckerberg’s response to whistleblower Frances Haugen’s claims. Also, Needham Portfolio Manager Chris Retzler is here to give his take on the semiconductor space. Plus, Box Co-Founder and CEO Aaron Levie joins in his first media appearance since Box won its proxy battle with activist investor Starboard. Levie also speaks to Box’s announcem...
Oct 06, 2021•43 min
Our anchors have been tracking Facebook’s fallout since The Wall Street Journal published a series of articles “The Facebook Files,” detailing that Facebook knows it causes harm through its platforms. The reports were based on documents provided by whistleblower and Former Facebook Product Manager Frances Haugen who revealed her identity Sunday night on “60 Minutes.” Today, Haugen testifies before the Senate Commerce subcommittee on consumer protection following last week’s testimony by Facebook...
Oct 05, 2021•1 hr
Our anchors kick off the morning with CNBC’s Mike Santoli on today’s market sell-off as we come off of a weak September. Then, Wedbush Securities’ Joel Kulina joins to give his take on the market, including his thoughts on supply chain issues, social media stocks and more. Next, we cover the Facebook whistleblower Frances Haugen who revealed her identity last night and New York Times Columnist Kara Swisher joins to share her thoughts on Facebook’s fallout. Also, we have Former Cisco Systems CEO ...
Oct 04, 2021•54 min
Our anchors start off this Friday morning with CNBC’s Dom Chu on tech stocks at a bargain to start the fourth quarter. Then, we cover Zoom and Five9 calling off their $14.9 billion deal and discuss the highlights from yesterday’s Facebook hearing. Also, CNBC’s Jon Fortt had an exclusive demo with Amazon’s new robot “Astro.” Next, Wedgewood Partners CIO David Rolfe is here to talk markets and investment opportunities as we wrap up Q3. Also, we hear from Amazon Senior Vice President of Hardware Da...
Oct 01, 2021•43 min
Our anchors kick off this morning on Facebook as the company defends how its platforms impact teens on Capitol Hill today. With shares of Facebook down more than 10 percent this month we speak to Goldman Sachs Managing Director Eric Sheridan who has a buy rating on the stock. Then, The New Yorker Contributor Charles Duhigg, who wrote a popular profile on Social Capital CEO Chamath Palihapitiya, joins to speak about the investor’s persona and influence. Later, CNBC’s Jon Fortt sits down with Micr...
Sep 30, 2021•44 min
Our anchors kick off the show from the Code Conference in Los Angeles with reactions to Elon Musk’s comments on crypto yesterday. Then, Plexo Capital Managing Partner Lo Toney joins to cover more the themes from the conference. We also get Toney’s reaction to comments from European Commission Executive VP Margrethe Vestager on regulating Big Tech from her interview with CNBC’s Carl Quintanilla. Next, Upfront Ventures Partner Mark Suster joins our anchors at Code to discuss his investment outlook...
Sep 29, 2021•44 min
Our anchors kick off the show with today’s market sell-off live from the Code Conference in Los Angeles. Then, Breyer Capital Founder and CEO Jim Breyer joins to give his take on the sell-off, semiconductors, Facebook and much more. Next, we bring in New York Times Contributor and “Sway” podcast host Kara Swisher to break down some of Code’s most notable moments, including comments from Microsoft CEO Satya Nadella and Netflix Co-CEO Ted Sarandos. We also have CNBC’s Josh Lipton for a closer look...
Sep 28, 2021•50 min
Our anchors kick off the morning with Kindred Ventures Co-Founder Kanyi Maqubela on today’s trendiest stories including Instagram putting its kids product on hold and Google Cloud slashing its marketplace fees from 20 percent to just 3 percent. Maqubela also shares his take on Amazon and Square. Then, CNBC’s Leslie Picker is here to cover hedge funds ramping up their stake in private markets. Next, Bank of America Analyst Nat Schindler joins to talk all things Netflix after the company’s first-e...
Sep 27, 2021•44 min
Our anchors kick off this Friday morning on news that the People’s Bank of China declared all crypto related activities illegal. Then, we cover Lina Khan’s recent memo to FTC staffers and commissioners outlining her vision to crack down on Big Tech. Next, CNBC’s Kate Rooney is here with the details on Robinhood’s internal communications showing panic during the GameStop crisis back in January. Also, “Big Technology” Founder Alex Kantrowitz joins on his article where he says Apple’s attempts to k...
Sep 24, 2021•43 min
Our anchors kick off the show with four trendy names this morning: Apple, Facebook, Microsoft and Roku. Then, Bank of America’s Head of Global Thematic Investing Research Haim Israel joins on 14 moonshot ideas to watch to catch the next Apple or Amazon on its way up. We also have New York Times Tech Reporter Shira Ovide on her latest article where she says apps like Uber, DoorDash and Grubhub “deliver food and misery.” Plus, CNBC’s Yasmin Khorram joins with the details on Elizabeth Holmes’ text ...
Sep 23, 2021•43 min
Our anchors start off with a full feed of Facebook news with the stock down nearly 4 percent this morning. Then, The Margins Founder Ranjan Roy joins to give his take on Chinese tech stocks, including why he’s bullish on JD.com. We also cover the move in Adobe’s stock after its latest earnings report released last night. Next, Former CBS CEO Joe Ianniello joins as he launches his own media and tech focused SPAC today called Argus Capital Corp. Then, CNBC’s Kate Rooney joins to speak with Robinho...
Sep 22, 2021•42 min
Our anchors kick off this morning with CNBC’s Mike Santoli for a check on the semiconductor ETF and the software sector. Then, CNBC’s Kate Rooney is here to cover how Ark Invest’s Cathie Wood is playing the sell-off. Next, Wedbush Securities’ Joel Kulina is here to give his take on the market and share where he sees opportunity. We also cover the pop in Uber today after the company boosted its third-quarter financial outlook. Then, Bernstein Analyst Stacy Rasgon joins for a check on semiconducto...
Sep 21, 2021•42 min
Our anchors kick off the morning tracking the markets with CNBC’s Mike Santoli and Fundstrat’s Tom Lee as the September slide intensifies. Next, we hear exclusively from DoorDash Co-Founder and CEO Tony Xu with the company announcing today that users can now buy alcohol directly through the DoorDash app. Later, we check on the markets again with CNBC’s Dom Chu covering the divergences within tech. We also have Northman Trader Founder Sven Henrich to give his take on tech markets amid today’s sel...
Sep 20, 2021•43 min
