CNBC's Carl Quintanilla brings on Danny Strong, executive producer, writer and director of Hulu’s ‘Dopesick’ for the latest installment of "Binge." The Emmy-nominated miniseries starring Michael Keaton brings the opioid crisis and crimes of the Sackler family into full view. Strong discusses the challenges he faced pitching the project, the pressure that comes with telling real-life stories, competition in a content-saturated landscape, and how ‘Dopesick’ aims to redefine the stigma around addic...
Sep 02, 2022•14 min
Our anchors begin today’s show with Wolfe Research Director Gal Munda offering his outlook for the software sector, and SentinelOne Co-Founder and CEO Tomer Weingarten weighs in on the cybersecurity firm’s Q2 beat and guidance for the year ahead. Next, PagerDuty CEO Jennifer Tejada breaks down the cloud computing company’s latest results, and our Julia Boorstin reports on Qualcomm’s new partnership to develop custom chipsets for Meta’s virtual reality products. Then, Smartsheet CEO Mark Mader jo...
Sep 02, 2022•44 min
Our anchors begin today’s show with CNBC’s Mike Santoli recapping a brutal August for tech stocks. Then, Okta CEO Todd McKinnon joins to discuss the identity management company’s latest results as shares plunge to start the morning. Next, CNBC’s Eunice Yoon reports on chip stocks falling after the U.S. government restricted certain semiconductor sales to China, and C3 AI CEO Tom Siebel breaks down the enterprise software provider’s latest quarterly figures. Our Julia Boorstin also covers Disney’...
Sep 01, 2022•43 min
Our anchors begin today’s show covering social media platform Snap’s plans to cut 20% of its staff, with insight from Verge Deputy Editor Alex Heath. Then, Bank of America analyst Jason Kupferberg shares his outlook for PayPal, and HPE CEO Antonio Neri discusses the enterprise edge-to-cloud company’s latest earnings. Next, Wilmington Trust Head of Investment Strategy Meghan Shue offers her take on how to play the broader market, and Klarna Co-Founder and CEO Sebastian Siemiatkowski weighs in on ...
Aug 31, 2022•44 min
Our anchors begin today’s show with CNBC’s Dom Chu analyzing some cracks in the armor for big tech stocks, and Crossmark Global CIO Bob Doll offers his outlook for rate hikes and inflation. Then, our Julia Boorstin reports on Elon Musk sending a second notice to terminate his deal with Twitter, and CNBC’s Steve Kovach previews a new wave of augmented and virtual reality headsets launching this fall. Later, Former Amazon Studios Head of Strategy Matthew Ball takes a deep dive into the metaverse, ...
Aug 30, 2022•44 min
Our anchors begin today’s show with CNBC’s Dom Chu breaking down tech stocks moving lower following hawkish comments from the Fed on Friday, and New Street Advisors Group Founder and CEO Delano Saporu shares his outlook for mega-caps in the sector. Next, Bernstein analyst Lance Wilkes discusses Amazon’s role as a disruptor in healthcare, and CNBC’s Mike Santoli takes a deep dive into the Nasdaq’s ongoing fall. Then, Evercore ISI Head of Technical Analysis Rich Ross weighs in on the software spac...
Aug 29, 2022•45 min
Our anchors begin today’s show with Wells Fargo Investment Institute Senior Global Market Strategist Scott Wren discussing Federal Reserve Chairman Jerome Powell’s comments from the Central Bank’s yearly symposium in Wyoming. Then, CNBC’s Steve Kovach and Verge Editor-in-Chief Nilay Patel take a look at the gaming space on the heels of disproven rumors that Amazon was planning on acquiring Electronic Arts. Next, Satori Fund Founder Dan Niles breaks down the day’s market volatility with the major...
Aug 26, 2022•47 min
Our anchors begin today’s show breaking down the latest earnings from cloud names Snowflake and Salesforce with Evercore ISI Senior Managing Director Kirk Materne. Then, SoFi CEO Anthony Noto discusses President Biden’s student loan debt forgiveness plan, and NorthmanTrader Founder Sven Henrich shares his outlook for Apple. Next, CNBC’s Lauren Thomas offers additional insight on Peloton after the fitness equipment maker struck a deal to sell products on Amazon, and software company Autodesk CEO ...
Aug 25, 2022•44 min
Our anchors begin today’s show with CNBC’s Lauren Thomas sharing new reporting on Peloton’s deal to sell equipment and apparel on Amazon, and “Margins” Editor Ranjan Roy discusses Tesla’s 3-for-1 stock split after the close. Then, Intuit CEO Sasan Goodarzi breaks down the financial software firm’s latest earnings beat, and our Julia Boorstin offers a look ahead to TikTok’s potential impact on elections and holiday advertising. Next, we stick with TikTok as Bernstein analyst Mark Shmulik weighs i...
Aug 24, 2022•44 min
Our anchors begin today’s show with Satori Fund Founder Dan Niles breaking down his portfolio’s long and short positions amid the ongoing volatility, and CNBC’s Kate Rooney shares highlights from her exclusive interview with crypto exchange Coinbase CEO Brian Armstrong. Then, Intel CFO David Zinsner joins after the chipmaker announced a partnership to help fund two new factories in Arizona. Later, our Julia Boorstin reports on a new whistleblower complaint accusing Twitter of deceiving regulator...
Aug 23, 2022•43 min
Our anchors begin today’s show with Craft Ventures Co-Founder David Sacks outlining his expectations for a possible recession, and Consumer Financial Protection Bureau Director Rohit Chopra discusses regulations for digital marketing of financial products. Then, CNBC’s Kate Rooney offers a rare deep dive into the financials of privately held crypto exchange FTX, and CNBC’s Kristina Partsinevelos breaks down what’s driving the Nasdaq lower to start the morning. Next, Silicon Valley Bank CEO Greg ...
Aug 22, 2022•43 min
CNBC's Carl Quintanilla sits down with Mickey Down and Konrad Kay, co-creators and executive producers of HBO’s finance drama "Industry.” The collaborators and best friends discuss how their experiences as former bankers inspired the hit series and why it was important to showcase the perspectives of younger professionals in the business. They also dive into how they balanced authenticity and creativity across the show’s plot lines, the process of demystifying financial jargon for a mainstream a...
Aug 19, 2022•16 min
Our anchors begin today’s show with BMO Wealth Management Chief Investment Strategist Yung-Yu Ma offering his take on the current market rally, and Wall Street Journal Senior Personal Technology Columnist Joanna Stern discusses a new Apple security flaw making headlines. Then, our team discusses the meme trade after GameStop Chair Ryan Cohen offloaded his entire stake in Bed Bath & Beyond, and Wedgewood Partners CIO David Rolfe shares his bull case for PayPal. Later, Wells Fargo analyst Aaro...
Aug 19, 2022•43 min
Our anchors begin today’s show breaking down Cisco’s latest earnings beat with J.P. Morgan analyst Samik Chatterjee, and Fundstrat Global Advisors Managing Partner Tom Lee offers his perspective on the broader market turnaround. Then, Morgan Stanley analyst James Faucette shares his take on investment opportunities in fintech. Later, our Julia Boorstin and CNBC’s Steve Kovach cover the digital advertising landscape and Apple’s plans to expand ads within the App Store on iPhones. Hosted by Simple...
Aug 18, 2022•44 min
Our anchors begin today’s show with CNBC’s Seema Mody covering new Bank of America data showing some of the biggest inflows into tech in more than a decade, and Canvas Ventures General Partner Mike Ghaffary discusses the latest batch of retail and e-commerce earnings. Then, Citi analyst Tyler Radke joins after downgrading Zoom, and Wall Street Journal markets reporter Gunjan Banerji offers her insight on the broader meme stock trade. Next, our Julia Boorstin reports on streamers shifting focus t...
Aug 17, 2022•43 min
Our anchors begin today’s show with CNBC’s Courtney Reagan breaking down Walmart’s latest earnings, and streaming service Vudu’s Former CEO Alain Rossmann joins with insight on the retail giant’s new partnership with Paramount. Then, CNBC’s Leslie Picker recaps some of the biggest moves made by hedge funds in Q2 on the heels of last night’s 13F filing deadline, and Wedbush Securities Head of Equity Trading Sahak Manuelian offers his thoughts on how smaller tech investors should be positioned. La...
Aug 16, 2022•45 min
Our anchors begin today’s show covering hedge fund manager Dan Loeb’s new stake in Disney and Apple’s scrapped talks with Meta on a potential ad revenue partnership, joined by guest host and Kindred Ventures Managing Partner Kanyi Maqubela. Then, Guggenheim analyst John DiFucci outlines his bear case for cybersecurity stocks, and CNBC’s Leslie Picker breaks down some notable investors rotating out of growth and tech ahead of tonight’s deadline for second quarter 13F filings. Later, Unity CEO Joh...
Aug 15, 2022•43 min
Our anchors begin today’s show with Bessemer Venture Partners’ Elliott Robinson offering his outlook for tech layoffs and the cloud space. Then, we recap highlights from yesterday’s exclusive interview on earnings, streaming and more with Disney CEO Bob Chapek. Next, Citi analyst Tyler Radke shares his top defensive software picks amid the ongoing volatility, and Toast CEO Chris Comparato joins after posting a beat in the restaurant fintech company’s Q2 results. Later, CNBC’s Steve Kovach takes ...
Aug 12, 2022•44 min
Our anchors begin today’s show with Wilmington Trust Head of Investment Strategy Meghan Shue offering her outlook for chips and the current volatility, and Marqeta CEO Jason Gardner discusses his decision to step down and the payments firm’s Q2 results. Then, Disney CEO Bob Chapek joins for an exclusive interview after the entertainment giant’s latest earnings delivered a beat on the top and bottom lines, and our Deirdre Bosa breaks down the resurgence of cryptocurrency Ethereum. Later, CNBC’s K...
Aug 11, 2022•45 min
Our anchors begin today’s show with Irreverent Labs CEO Rahul Sood sharing his thoughts on Roblox after the gaming platform posted a miss in Q2. Then, CNBC’s Kate Rooney and Citi analyst Pete Christiansen discuss crypto exchange Coinbase’s latest results, and Akamai CEO Dr. Tom Leighton joins with a look at the cybersecurity and cloud company’s recent earnings. Next, CNBC’s Mike Santoli breaks down the latest CPI data, and Sony Pictures Entertainment CEO Tony Vinciquerra offers his outlook for t...
Aug 10, 2022•43 min
CNBC’s Frank Holland chats with FedEx Office president and CEO Brian Philips to dive into the future of AI-powered robotic delivery. They discuss the latest on FedEx's autonomous delivery system, Roxo, and how they're using the SameDay bot to test last-mile deliveries and continue innovating its technology for real-world operation. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Aug 09, 2022•15 min
Our anchors begin today’s show covering app development platform AppLovin’s proposal to acquire video game software company Unity, with insight from CNBC’s David Faber and Plexo Capital Founding Managing Partner Lo Toney. Then, Bank of America analyst Vivek Arya breaks down what President Biden signing the CHIPS Act means for semiconductor makers, and CNBC’s Dom Chu offers a deep dive into some big meme trade movers. Next, 23andMe CEO Anne Wojcicki joins on the heels of the biotech company’s lat...
Aug 09, 2022•44 min
Our anchors begin today’s show with CNBC’s Steve Liesman sharing new data on inflation expectations from the New York Federal Reserve. Then, New Street Advisors Group Founder and CEO Delano Saporu offers his perpective on chipmaker Nvidia’s preliminary Q2 earnings and software company Palantir’s latest results. Next, CNBC’s Dom Chu takes a deep dive into a series of growth names, and Benchmark analyst Mark Miller joins with insight on hard drive maker Western Digital. Later, CNBC’s Kristina Part...
Aug 08, 2022•43 min
Our anchors begin today’s show breaking down the Bureau of Labor Statistics’ jobs data for July with CNBC’s Mike Santoli, and CNBC’s Kate Rooney breaks down the latest earnings from fintech company Block. Next, Wall Street Journal Senior Personal Technology Columnist Joanna Stern discusses Amazon buying Roomba maker iRobot for $1.7 billion, and Twilio CEO Jeff Lawson offers his insight on the enterprise software firm’s second quarter. Then, our Julia Boorstin reports on Q2 numbers out of several...
Aug 05, 2022•45 min
Our anchors begin today’s show covering crypto exchange Coinbase’s partnership with asset management firm BlackRock, featuring insight from CNBC’s Kate Rooney and MoffettNathanson Partner Lisa Ellis. Then, CNBC’s Mike Santoli breaks down the Nasdaq’s rally over the past month, and our Jon Fortt shares highlights from his Fortt Knox interview with software company ServiceNow CEO Bill McDermott. Next, Confluent Co-Founder and CEO Jay Kreps joins after the enterprise stock beat expectations in Q2, ...
Aug 04, 2022•44 min
Our anchors begin today’s show breaking down PayPal’s Q2 earnings with Wedbush analyst Moshe Katri, and NZS Capital Co-Founder Brad Slingerlend weighs in on chip giant AMD’s latest results. Then, we continue our earnings coverage with semiconductor maker Microchip Technology CEO Ganesh Moorthy and personal finance firm SoFi CEO Anthony Noto after both companies beat the Street. Next, our Julia Boorstin covers dating services company Match Group missing estimates for the quarter, and CNBC’s Kate ...
Aug 03, 2022•43 min
Our anchors begin today’s show with CNBC’s Steve Liesman covering new data showing inflation pushing up household debt, and our Julia Boorstin breaks down social media platform Pinterest’s latest results. Then, Wells Fargo Chairman of Global Internet Investment Banking Bob Peck offers his outlook for the broader markets, and Onsemi CEO Hassane El-Khoury joins after the chipmaker exceeded expectations in Q2. Next, ZoomInfo Founder and CEO Henry Schuck shares his perspective on the software compan...
Aug 02, 2022•45 min
Our anchors start today’s show with Needham senior analyst Laura Martin breaking down last week’s FAANG earnings, and Wall Street Journal markets reporter Gunjan Banerji joins after publishing a new story on retail investors ramping up interest in tech stocks. Next, Satori Fund Founder Dan Niles discusses the potential for a recession, and CNBC’s Steve Kovach offers insight on mega-cap names flashing warning signs about the economy. Then, Bernstein analyst Stacy Rasgon joins on Intel’s Q2 result...
Aug 01, 2022•43 min
Our anchors kick off this Friday morning breaking down Amazon and Apple’s strong results. Then, Intel CEO Pat Gelsinger joins in a first on CNBC interview to discuss the chipmaker’s lackluster Q2. Also, CNBC’s Julia Boorstin is here to cover why shares of Roku are falling off a cliff this morning. Later, we return to Amazon’s quarter with UBS Analyst Lloyd Walmsley who raised his price target on the stock. Also, CNBC’s Eunice Yoon reports on the health of Apple’s business in China and Cowen Anal...
Jul 29, 2022•44 min
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 w...
Jul 28, 2022•44 min
