Our anchors begin today’s show looking at the S&P hovering within 1% of all-time highs, with tech outperforming all other sectors on the week. Next, Dan Niles, founder and senior portfolio manager of the Satori Fund, joins with his top tech picks of 2022, and our Julia Boorstin highlights why shares of JD.com are sinking today. Trivago CEO Axel Hefer also visits with insight into how the omicron variant is affecting holiday travel trends. Then, our anchors take a look at MKM’s list of high-i...
Dec 23, 2021•43 min
Our anchors kick off today’s show with a trio of bullish calls on Amazon. Then, Credit Suisse Chief Equity Strategist and Head of Quantitative Research Jonathan Golub joins to take a deep dive into what defines a tech stock. Next, our Julia Boorstin covers a string of high-profile names missing CES this year amid Covid concerns. She also premieres day two of her three-part series on the metaverse. Then, Needham analyst Bernie McTernan joins to discuss ways companies are monetizing the metaverse....
Dec 22, 2021•44 min
Our anchors begin today’s show on semiconductor maker Micron’s quarterly results, with insight from Cowen’s Karl Ackerman. Then, CNBC’s Mike Santoli joins to look at the broader market picture, focusing on the performance of e-commerce over the past two years. Next, we turn to the highlights from an exclusive interview CNBC’s David Faber held with Disney Chairman Bob Iger, who is stepping down at the end of the year. Wall Street Journal reporter and CNBC contributor Gunjan Banerji also joins to ...
Dec 21, 2021•44 min
Our anchors begin the show analyzing today’s sell-off with CNBC’s Mike Santoli before discussing Oracle’s largest-ever acquisition of medical records company Cerner. Then, Wedbush Securities Head of Technology and Media Trading Joel Kulina joins with insight on worthwhile investments in the current trading environment. Next, LinkedIn Co-Founder Reid Hoffman is here to talk investing in the metaverse, crypto and much more. Citi Analyst Tyler Radke also takes a deep dive into winners in the softwa...
Dec 20, 2021•44 min
Our anchors are joined by guest anchor The Verge’s Editor-in-Chief Nilay Patel this Friday morning. They start off today’s show with a check on the markets with NorthmanTrader Founder Sven Henrich. Then, Bank of America Analyst Justin Post joins to discuss his top picks going into 2022, which include Amazon and Uber. Next, Index Ventures’ Nina Achadjian is here to speak about cloud stocks, zeroing in on the vertical SaaS space. We also have CNBC’s Phil LeBeau to cover why shares of Rivian are ta...
Dec 17, 2021•44 min
Our anchors start off the morning with shares of Adobe plummeting on weak guidance. Then, we are joined by Craft Ventures Co-Founder David Sacks, who says the crash is already here – it’s just not very evenly distributed. Sacks, who was an early investor in Reddit, also shares his thoughts on the social media company confidentially filing to go public. Next, Sony Pictures Chairman and CEO Tony Vinciquerra is here to discuss the upcoming release of “Spider-Man: No Way Home” as well as omicron’s p...
Dec 16, 2021•44 min
Our anchors start of the morning with a bunch of bullish street calls on semis. Then, UBS Analyst Lloyd Walmsley joins to talk about his top picks in the internet space. Next, CNBC’s Ylan Mui is here to cover tech executives meeting with the Biden Administration to discuss broadband access. We also have our own Deirdre Bosa join from vacation with breaking news out of Airbnb! Then, CNBC’s Bob Pisani is here to cover the significant fluctuations we’ve seen in tech valuations ahead of the Fed meet...
Dec 15, 2021•44 min
Our anchors are joined by guest anchor Plexo Capital’s Lo Toney this morning. They start off today’s show with Bank of America Analyst Wamsi Mohan who upgraded Apple to buy as the stock approaches a $3 trillion market cap. Next, our anchors cover Morgan Stanley’s top picks for the new year and Vox Media’s acquisition of Group Nine. Then, J.P. Morgan Analyst Sterling Auty is here to dive into the software sector. We also have TeraWulf CEO Paul Prager live from the Nasdaq as the green Bitcoin mini...
Dec 14, 2021•43 min
Our anchors kick off this Monday morning on Apple as the tech giant approaches a $3 trillion market cap. Next, we bring in Cowen Analyst John Blackledge who named Amazon a top mega cap pick heading into 2022. We also have NBC’s Morgan Chesky live from Edwardsville, Illinois to cover this weekend’s tornados that caused massive destruction, including six fatalities in an Amazon warehouse. Then, ServiceNow CEO Bill McDermott and EY CEO Carmine Di Sibio are here to exclusively discuss their new stra...
Dec 13, 2021•43 min
Our anchors begin today’s show looking at Oracle shares surging to an all-time high on strong quarterly results. Then, we bring in Mizuho Securities Analyst Vijay Rakesh and turn to Broadcom, which beat street estimates on the top and bottom lines. Next, Andreessen Horowitz Partner Andrew Chen discusses his new book, “The Cold Start Problem: How to Start and Scale Network Effects.” Then, Credit Suisse Analyst Kaumil Gajrawala is here after downgrading Peloton to neutral and cutting his price tar...
Dec 10, 2021•44 min
Our anchors kick off today’s show with Bernstein Research Analyst Toni Sacconaghi on all things Apple as the company approaches a $3 trillion market cap. Then, we bring in The Information Reporter Wayne Ma on his latest piece detailing Tim Cook’s secret $275 billion agreement with China. Also, CNBC’s Julia Boorstin brings us the highlights from Instagram Chief Adam Mosseri’s testimony before Congress yesterday. We also have HashiCorp CEO Dave McJannet join from the Nasdaq ahead of the company’s ...
Dec 09, 2021•43 min
Our anchors start off today’s show on Apple as the stock hits yet another all-time high. Then, Morgan Stanley Head of Global Auto and Shared Mobility Research Adam Jonas joins to discuss the electric vehicle space, zeroing in on Rivian, Tesla and more. We also cover shares of Stitch Fix plunging today after the company slashed its revenue outlook. Plus, CNBC’s Julia Boorstin has the details on Roku finally reaching a deal with Google over YouTube. Next, Citi Global Head of Technology and Communi...
Dec 08, 2021•47 min
Our anchors kick off the morning with news that Intel is taking its self-driving car unit Mobileye public by mid-2022. Then, Mobileye CEO Amnon Shashua joins to discuss the potential IPO that could value the group at $50 billion. Plus, Elon Musk took the stage at The Wall Street Journal’s CEO Council Summit last night and spoke out against government spending to support electric vehicle adoption. The Wall Street Journal’s Joanna Stern, who held the interview with Musk, joined us this morning to ...
Dec 07, 2021•44 min
Our anchors begin today’s show looking at tech stocks lagging again to start the week, with insight from Credit Suisse Chief U.S. Equity Strategist Jonathan Golub. Then, we highlight today’s electric vehicle stock moves and speak with Bank of America Analyst John Murphy who initiated Rivian at buy this morning. Next, CNBC’s Leslie Picker covers Buzzfeed’s volatile first day of trading after completing its SPAC merger. Then, Fundstrat Global Advisors Managing Partner Tom Lee shares why he thinks ...
Dec 06, 2021•44 min
Our anchors kick off this Friday morning on semis vs. software amid the sell-off in the Nasdaq. Then, we focus on the FTC’s lawsuit to block Nvidia’s acquisition of chip designer Arm before speaking with Bessemer Venture Partners’ Byron Deeter on all things cloud. Also, Marvell Technology CEO Matt Murphy joins after the company beat third quarter estimates with revenue increasing by 61 percent. Then, CNBC’s Mike Santoli is here to take a look at the convergence in tech, IPOs and Cathie Wood’s Ar...
Dec 03, 2021•49 min
Our anchors kick off today’s show with CNBC’s Mike Santoli covering the slump we’re seeing in software stocks and what’s driving the broader tech market. Then, Wedbush Securities Analyst Daniel Ives joins on his decision to raise Apple’s price target to a street high amid reports of weak iPhone 13 demand. Plus, Snowflake CEO Frank Slootman joins in an exclusive interview after the company beat revenue expectations for its latest quarter and issued higher guidance through the end of the year. Nex...
Dec 02, 2021•42 min
Our anchors start off today’s show with weak guidance sending shares of Salesforce lower this morning. Then, CNBC’s Mike Santoli is here to cover software versus semiconductors versus everything else. Next, NorthmanTrader Founder Sven Henrich joins to talk “the good, the bad and the ugly” in today’s market. We also have Box CEO Aaron Levie here with the stock rallying this morning after an earnings beat. Plus, it’s cloud week! Our Jon Fortt brings us his exclusive conversation with the new Amazo...
Dec 01, 2021•43 min
Our anchors kick of the morning with CNBC’s Mike Santoli as the market begins dropping after a short-lived rally yesterday. Then, Wells Fargo Chairman of Global Internet Investment Banking Bob Peck is here to further discuss the market, M&A activity, valuations and much more. Next, we listen in on Federal Reserve Chair Jerome Powell’s testimony before the U.S. Senate Banking Committee. We also have CNBC’s Steve Liesman cover Fed Chair Powell’s comments that the central bank may accelerate it...
Nov 30, 2021•1 hr
Our anchors kick off the morning with news that Jack Dorsey will be stepping down as the CEO of Twitter. Then, Platformer Editor Casey Newton and Plexo Capital’s Lo Toney are here to share their thoughts on the change in Twitter’s leadership. Next, CNBC’s Kate Rooney joins to cover how Dorsey’s move will affect the other company he runs, Square. We also have CNBC’s Kristina Partsinevelos with the details on port backlogs. Then, Flexport CEO Ryan Petersen is here for more on the current supply ch...
Nov 29, 2021•43 min
Our anchors kick off this Friday morning with CNBC’s Meg Tirrell with the details on the new COVID-19 variant. Then, CNBC’s Mike Santoli is here to discuss today’s sell-off. We also have Bleakley Advisory Group CIO Peter Boockvar and New Street Advisors CEO Delano Saporu for more on the sell-off and where they are looking for opportunity. Next, CNBC’s Kate Rooney joins to cover the sell-off hitting cryptocurrencies. Then, Evercore ISI’s Mark Mahaney joins with his top picks, including Meta Platf...
Nov 26, 2021•1 hr
Our anchors kick off today’s show with Cathie Wood’s latest strategy that she says is like “Ark on steroids.” Then, Bespoke Investment Group Co-Founder Paul Hickey joins to discuss inflation, cloud, semiconductors and much more. Next, JP Morgan Analyst Ken Worthington is here to talk Robinhood with shares down nearly 20 percent in the last five sessions. Then, CNBC’s Leslie Picker is here to with the details on short interest at all-time lows. Next, we have Tuttle Capital Management CEO Matthew ...
Nov 24, 2021•43 min
Our anchors start off today’s show with Zoom’s stock plummeting following its latest earnings report. Then, Citi Software Analyst Tyler Radke joins for more on Zoom, which he calls a high-risk play. Next, CNBC’s Mike Santoli is here to break down what’s driving the recent market activity. We also have Wedgewood Partners CIO David Rolfe share where he sees opportunity in today’s market and why he’s bullish on Taiwan Semiconductor. Then, CNBC’s Kate Rooney covers payment stocks slipping as we head...
Nov 23, 2021•51 min
Our anchors kick off today’s show with CNBC’s Mike Santoli on the connection between interest rates, inflation and the valuation of tech stocks. Then, we have Goldman Sachs Managing Director Eric Sheridan who named Amazon a top pick going into the holiday season. Plus, CNBC’s Ylan Mui has the details on President Biden nominating Jerome Powell for a second term as Chairman of the Federal Reserve. Next, Moffett Nathanson Founding Partner Michael Nathanson is here to talk streaming stocks after he...
Nov 22, 2021•43 min
Our anchors kick off this Friday morning with news that Chamath Palihapitiya sold 15% of his stake in fintech company Sofi in addition to issuing caution to investors. Then, we take a look at today’s earnings movers including Intuit, Palo Alto Networks and Applied Materials. Next, Bernstein Analyst Toni Sacconaghi joins to give his take on Apple with the stock trading at record highs today. We also have Intuit CEO Sasan Goodarzi after the company posted strong results for its latest quarter. Lat...
Nov 19, 2021•43 min
CNBC’s Jim Cramer joins our anchors to kick off this morning’s show covering Nvidia and Alibaba post-earnings and UBS naming Square a top pick. Then, CNBC’s Dom Chu has the breakdown of what’s driving the tech sector’s rally. Next, Sonos CEO Patrick Spence joins after the company reported a strong forecast, even though sales missed estimates for the quarter. Later, CNBC’s Josh Lipton is here to cover Activision Blizzard taking the heat after reports showed CEO Bobby Kotick knew of sexual miscond...
Nov 18, 2021•43 min
Our anchors start off the morning with CNBC’s Jim Cramer to talk tech e-commerce, electric vehicles and chips. Then, Bessemer Venture Partners’ Byron Deeter joins to share some of his top picks and discuss how tech will weather an inflationary environment. Later, we cover a downgrade on Roku by Moffett Nathanson. Also, Crypto.com CEO Kris Marszalek joins on news that LA’s Staples Center will be renamed Crypto.com Arena this December. Plus, our Jon Fortt is live at CNBC’s Tech Executive Council S...
Nov 17, 2021•43 min
Our anchors start off the morning with today’s sell-off in crypto and comments from Twitter CFO Ned Segal that it doesn’t make sense for the company to put crypto on its balance sheet. Then, Wedbush Securities’ Joel Kulina is here to discuss fintech stocks, metaverse plays and much more. Plus, we’re diving into quantum computing today— CNBC’s Eamon Javers covers its importance to America’s security, while CNBC’s Kate Rooney breaks down investor appetite in the space. Later, CNBC’s Robert Frank i...
Nov 16, 2021•43 min
Our anchors kick off this morning with CNBC’s Jim Cramer on his top stock picks in the electric vehicle and semiconductor sectors. Then, Bill.com Founder and CEO René Lacerte joins to discuss opportunity in the small and medium sized business space. Next, Fundstrat’s Tom Lee is here to give his take on markets and Bitcoin, which he says will top $100k before the end of the year. Plus, CNBC’s Mackenzie Sigalos has the story on Bitcoin’s network getting its biggest upgrade in four years. Also, CNB...
Nov 15, 2021•43 min
Our anchors start off the morning with a discussion on what Big Tech break-ups would look like after this week’s break-up announcements from General Electric, Toshiba and Johnson & Johnson. Then, The Wall Street Journal’s Gunjan Banerji joins to discuss retail investors, options trading and much more. Also, CNBC’s Julia Boorstin is here to talk Disney as the company celebrates the 2-year anniversary of its streaming service. Next, Wedbush Securities SVP Matt Bryson is here on his latest note...
Nov 12, 2021•44 min
Our anchors kick off the morning with CNBC’s Julia Boorstin on Disney’s earnings results sending the stock lower this morning. Then, CNBC’s Phil LeBeau joins to cover Rivian after the company made its public debut yesterday. Next, CNBC’s Kate Rooney is here with the details on fintech earnings movers Affirm and Sofi. Also, Bumble CEO Whitney Wolfe Herd joins to discuss the latest quarter and her optimistic outlook for the company. Then, AppLovin CEO Adam Foroughi is here on the company’s record ...
Nov 11, 2021•44 min
