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TechCheck

1,228 episodes — Page 23 of 25

Highlights from Tesla’s Shareholder Meeting, What to Expect From Q3 Tech Earnings & Wrapping Up Facebook’s Rough Week

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 is here to give his take on Tesla, saying most shareholders don’t hold on because of fundamentals, but because they believe. Plus, CNBC’s Kate Rooney is here to cover the surge of venture capital investing in Latin America. And later, New York Times Business Columnist Kevin Roose joins to talk Facebook after the company’s rough week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 8, 202143 min

Bullish on Square, How to Fix Facebook & Abbott Laboratories CEO Talks Health Tech

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, Abbott Laboratories CEO Robert Ford joins to discuss the company and the health tech space at large. Then, CNBC’s Yasmin Khorram is here with an update on the Elizabeth Holmes trial. And later, CNBC’s Phil LeBeau previews Tesla’s annual shareholder meeting slated for later today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 7, 202142 min

Mark Zuckerberg Responds to Whistleblower’s Claims, Box CEO’s First Media Appearance Since Winning Proxy Battle & Upstart CEO on New Auto Retail Product

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 announcements today including its new malware deep scan ability for Box Shield. Later, The Wall Street Journal Tech Reporter responsible for “The Facebook Files” Jeff Horwitz and WIRED Editor-At-Large Steven Levy who knew Frances Haugen join for more on Facebook’s fallout. Plus, Upstart CEO David Girouard joins to discuss the company’s new auto retail product, which uses artificial intelligence to help prospective buyers get financing. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 6, 202143 min

Facebook Whistleblower Frances Haugen Testifies Before Senate Commerce Subcommittee on Consumer Protection

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 Global Head of Safety Antigone Davis. Tune in to hear our anchors’ coverage of the hearing and reactions from The Verge Editor-in-Chief Nilay Patel, Arjuna Capital Managing Partner Natasha Lamb and The New York Times Tech Correspondent Mike Isaac. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 5, 20211h 0m

Today’s Tech Stock Carnage, Facebook Whistleblower Identity Revealed & Facebook’s Global Head of Safety Antigone Davis Speaks Out

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 John Chambers with his take on the market, including his thoughts on the situation in China, which he says “remains lose-lose.” Plus, we hear from Facebook Global Head of Safety Antigone Davis ahead of whistleblower Frances Haugen’s testimony tomorrow in front of the Senate Commerce Subcommittee. We also have Northman Trader Founder Sven Henrich for more on today’s sell-off. And later, CNBC’s Phil LeBeau is here with the details on Tesla’s deliveries for the third quarter released over the weekend. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 4, 202153 min

Kicking Off Q4, Amazon SVP of Hardware on Company’s New Robot “Astro” & Tracking Facebook’s Hearing

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 Dave Limp on why the company decided to build a home robot and much more. Then, CNBC’s Phil LeBeau joins to preview what to expect from Tesla deliveries for the third quarter. Later, Platformer Editor Casey Newton is here to give his take on Facebook’s hearing as we await a whistleblower’s testimony next Tuesday. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 1, 202142 min

Facebook Back on Defense, The Pied Piper of SPACs & Microsoft Corporate VP on Slate of New Devices

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 Microsoft Corporate VP of Search and Devices Yusuf Mehdi live in Washington to discuss the company’s new device lineup. And later, we hear from Head of Facebook Financial David Marcus on the company’s ambitions in the payments and crypto space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 30, 202144 min

Tech Bouncing Back, Upfront Ventures Partner Mark Suster on Investment Outlook & TCV Founding General Partner Jay Hoag Talks Netflix

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 and which categories he sees opportunity in. Later, TCV Founding General Partner Jay Hoag joins to give his take on the market as well as Netflix and the broader streaming space. Plus, CNBC’s Julia Boorstin brings us her interview with WarnerMedia CEO Jason Kilar where he says he sees Amazon, not Netflix, as their biggest competitor. And later, DocuSign CEO Dan Springer is here to talk future growth of the company, whose stock has tripled in 2020. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 29, 202144 min

Tracking Today’s Sell-Off, Breyer Capital Founder Jim Breyer on the Market & Kara Swisher Live From the Code Conference

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 at what’s moving on the Nasdaq today. Then, we hear from Qualcomm CEO Cristiano Amon, NBA Hall of Famer Earvin “Magic” Johnson and Loop Capital CEO Jim Reynolds as Qualcomm kicks off its third annual Smart Cities Accelerate Event. Plus, CNBC’s Dom Chu joins for more on today’s dive to the downside. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 28, 202149 min

Instagram Pauses Kids Product, Bank of America’s Take on Netflix & Bolt CEO on Company’s 4-Day Workweek

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-ever fan event this past weekend. We also cover the return home of Huawei CFO Meng Wanzhou after years of house arrest in Canada. And later, Bolt Founder and CEO Ryan Breslow joins as the company begins experimenting with a 4-day workweek. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 27, 202144 min

China Cracks Down on Crypto, Deep Dive on Demand for Apple’s iPhone 13 & Previewing Netflix’s ‘Tudum’ Event

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 kneecap Facebook advertising with its anti-tracking initiative are working. Then, we speak with Cowen’s Krish Sankar on demand for Apple’s new iPhone 13 models, which hit the shelves today. Plus, to celebrate Hispanic Heritage Month, Drift CEO David Cancel joins to speak about his experiences in tech. And later, Evercore ISI Head of Internet Research Mark Mahaney is here to talk Netflix ahead of the company’s first-ever fan event ‘Tudum’ this weekend. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 24, 202142 min

Bank of America’s 14 Moonshot Ideas, NYT Reporter on Delivery Apps Serving “Food and Misery” & Remitly CEO on Public Debut

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 messages obtained by CNBC where Holmes calls herself the “best business person of the year.” We also check in on yesterday’s IPOs Toast and Freshworks to see how they closed their first day of trading. And later, Remitly CEO Matt Oppenheimer joins live from the Nasdaq on the fintech company’s public debut. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 23, 202142 min

Facebook Under Fire, Former CBS CEO on SPAC Launch & Freshworks CEO on Public Debut Today

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 Robinhood’s Chief Product Officer as the company announces new crypto features. We also bring you the details on new product announcements from Microsoft’s ongoing Surface event today. Later, we have Squarespace CEO Anthony Casalena as the company takes on Shopify with a slew of new e-commerce tools. Plus, Freshworks CEO Girish Mathrubootham joins live from the Nasdaq on the company’s public debut today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 22, 202142 min

Checking in on Semis, Wedbush Securities’ Market Take & CrowdStrike CEO on 10th Anniversary

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 semiconductor stocks- which he says are increasingly becoming an enigma. We also cover the latest in gaming with Netflix releasing its first game… but not Netflix. Later, CrowdStrike CEO George Kurtz joins on the cybersecurity company’s 10th anniversary. We also cover the highlights from iPhone 13 reviews out this morning and Apple’s latest push into health. And later, Revolut CEO Nikolay Storonsky joins as the company announces it will launch commission-free stock trading in the U.S. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 21, 202142 min

Tracking Today’s Sell-Off, Exclusive Interview with DoorDash CEO Tony Xu & “The Contrarian” Author on Peter Thiel’s Influence and Power

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 sell-off. Then, CNBC’s Leslie Picker covers the performance of IPOs this year. We also have CNBC’s Josh Lipton on the biggest movers in the Nasdaq today. Later, “The Contrarian” Author Max Chafkin joins to discuss his new book on Peter Thiel’s influence and Silicon Valley’s pursuit of power. Plus, don’t miss CNBC’s Kate Rooney with a news alert on Coinbase and its crypto lending program. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 20, 202143 min

FireEye Mandiant CEO on Cybersecurity, Morgan Stanley’s EV Picks & Former Reddit CEO Ellen Pao’s Take on the Holmes Trial

Our anchors start off this Friday morning with CNBC’s Dom Chu on the tech stocks getting left behind and where you can find opportunity. Then, Morgan Stanley Auto Analyst Adam Jonas joins to give his take on EVs, saying today Tesla is “like the mechanical white rabbit at the dog race.” Next, FireEye Mandiant CEO Kevin Mandia is here to talk all things cybersecurity as the Biden Administration prepares sanctions targeting crypto ransomware payments. And what if TikTok actually got banned and sold its U.S. operations? Tune in for TechCheck’s take. Later, Former Reddit CEO Ellen Pao joins to discuss her op-ed in the New York Times on the Elizabeth Holmes trial, which she says is a wake-up call for sexism in tech. We also cover billionaire investor Mark Cuban’s series of tweets defending moves to regulate crypto. And later, CNBC’s Diana Olick joins with the story on how real estate agents are using artificial intelligence. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 17, 202144 min

Betting on E-Commerce and Fintech, Interactive Brokers Announces Crypto Trading & ForgeRock CEO on Public Debut

Our anchors start off the morning on a new report from FTC Chair Lina Khan alleging hundreds of deals by some of tech’s largest companies have gone unchecked. Then, Stifel Analyst Scott Devitt joins as the firm announces its top e-commerce picks. We also have Plexo Capital Managing Partner Lo Toney to give his take on the buy now, pay later trend that is boosting up fintech companies. Then, Interactive Brokers Chairman Thomas Peterffy joins as the company announces the launch of crypto trading. Plus, we have J.P. Morgan Analyst Samik Chatterjee on why he has an overweight rating on Apple despite what he sees as modest upgrades to the new products announced this week. Also, CNBC’s Jennifer Elias is here to discuss her report on Google Cloud’s reorganization of its engineering leadership under Google Cloud CEO Thomas Kurian. And later, ForgeRock CEO Fran Rosch joins live from the New York Stock Exchange on the identity software’s public debut today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 16, 202144 min

Apple Launches New Product Lineup, Facebook Under Fire & Live From the Kennedy Space Center Ahead of the SpaceX Launch

Our anchors start off the morning on the wins and losses from Apple’s “California Streaming” event yesterday. Wall Street Journal Tech Columnist Joanna Stern and Bank of America Analyst Wamsi Mohan join to further discuss the new product announcements and what they mean for the stock. We also have Wall Street Journal Reporter Jeff Horwitz to speak about his recent article based on internal documents out of Facebook showing there is a group of secret elite users who are excused from standard content moderation rules. Horwitz also shares his thoughts on a second report detailing how Facebook downplayed its knowledge that Instagram is toxic for teen girls. Later, we return to Apple with Daring Fireball Blogger John Gruber who talks the company’s strategy after its event yesterday. Then, we have CNBC’s Morgan Brennan live from the Kennedy Space Center in Florida ahead of SpaceX’s all-civilian flight launch today. Plus, to kick off Hispanic Heritage Month, we hear from HP Enterprise CEO Antonio Neri on how he brings his heritage to table and works to ensure diversity and inclusion is built at every level. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 15, 202144 min

TechCheck Special Edition: The Andy Jassy Interview. An Exclusive Conversation With Amazon's New CEO– The Second In The Company's History– on Antitrust Pressures, the Labor Environment, Media Strategy & Much More

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On today’s special edition of TechCheck, we bring you Jon Fortt’s exclusive interview with Amazon CEO Andy Jassy. The interview kicks off with Jassy’s take on the antitrust pressures facing Amazon and Big Tech at large. Jassy also discusses Amazon’s e-commerce business, the pandemic’s impact on the company and the future of work. Next, Fortt covers the labor environment with Jassy after Former Amazon CEO Jeff Bezos set the tone in his last shareholder letter by writing “We are going to be earth’s best employer, and earth’s safest place to work.” We also hear about the moment when Bezos called Jassy and asked him to take the top position at Amazon. And later, Fortt covers Amazon’s artificial intelligence approach with Jassy and the company’s forward-looking media strategy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 14, 202142 min

Apple’s App Store Saga, Forge Global to Go Public Via SPAC & The Fintech Frenzy

Our anchors start off today’s show with the latest on the Apple vs. Epic Games ruling with Epic planning to appeal the decision. The Verge Editor-in-Chief Nilay Patel joins this morning to share his thoughts on the app store saga ahead of Apple’s “California Streaming” event tomorrow. We also cover Goldman Sachs’ new internet initiations today, including buy ratings on Amazon, Google, Facebook and more. Next, Motive Capital CEO Blythe Masters and Forge Global CEO Kelly Rodriquez join after announcing their $2 billion SPAC deal today to take Forge Global public. Later, we return to the Apple vs. Epic ruling and bring in Former Andreessen Horowitz Partner Benedict Evans to break it all down. Plus, we check in on the fintech space with Wolfe Research Managing Director Darrin Peller as digital payments company Stripe is in talks to go public soon. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 13, 202144 min

Breaking Down Affirm’s Earnings, Identifying the Next Big Terror Threat & U.S. Judge Issues Ruling in Apple vs. Epic Trial

Our anchors kick off this Friday morning with all the details on Affirm’s earnings boosting the stock over 20 percent this morning. Then, Angel Investor Jason Calacanis joins to share his thoughts on the buy now, pay later trend, the SEC targeting Coinbase and much more. Also, it’s been 20 years since the September 11th attacks, and CNBC’s Eamon Javers joins to cover where the next big terror threat may come from. Plus, we cover the breaking story on a U.S. judge issuing a ruling today on the Apple vs. Epic trial sending shares of Apple down more than 3 percent. We bring in The Verge Editor-in-Chief Nilay Patel, Loup Ventures Managing Partner Gene Munster and Daring Fireball Founder John Gruber to analyze this latest decision and its implications on Apple’s walled garden, the app store and antitrust regulation. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 10, 202151 min

Exclusive Interview with Microsoft CEO and LinkedIn CEO, NFL and Verizon Announce 5G Partnership & Amazon Calls Out Elon Musk

Our anchors kick off today’s big show with Jon Fortt’s exclusive interview with Microsoft CEO Satya Nadella and LinkedIn CEO Ryan Roslansky on a slew of new features, the future of work and much more. Then, we check in on GameStop with the stock tumbling today after the company reported earnings last night. Next, Logitech CEO Bracken Darrell joins to discuss the company’s climate commitment to be net zero by 2030 and climate positive beyond then. Also, with football season kicking off, we hear from NFL Commissioner Roger Goodell and Verizon CEO Hans Vestberg on a 10-year 5G partnership. Later, Varo CEO Colin Walsh joins as the digital bank announced it closed a $510 million funding round. Plus, don’t miss the details on Amazon calling out Elon Musk in a letter to the Federal Communications Commission. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 9, 202142 min

The SEC vs. Coinbase, PayPal to Acquire Paidy for $2.7 Billion & Checking in on Cloud Stocks

Our anchors start off the morning on Coinbase after the SEC targeted the platform’s lending product “Coinbase Lend” ahead of its launch. We also bring you the details on PayPal’s planned acquisition of Japanese payment company Paidy for $2.7 billion as the buy now, pay later space heats up. Then, Slow Ventures General Partner Sam Lessin joins to share his take on the fintech space and the world of crypto. Plus, CNBC’s Dom Chu is here to break down this morning’s moves in crypto following yesterday’s big Bitcoin drop. Next, Bessemer Ventures Partner Byron Deeter joins to share his cloud investment thesis. Later, Morgan Stanley Managing Director Brian Nowak is here to speak about his latest note detailing why an Amazon branded TV could be a needle mover. We also have CNBC’s Scott Cohn with fresh updates on Elizabeth Holmes’ trial as it begins today. And later, Wall Street Journal Reporter Joanna Stern joins to discuss what to expect from Apple’s annual product event scheduled for next week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 8, 202142 min

eToro’s New U.S. CEO Lule Demmissie, Apple Employee’s NLRB Complaint & El Salvador Adopts Bitcoin as Legal Currency

Our anchors start off the morning with a check on software stocks with CNBC’s Dom Chu taking a look at names spanning from Fortinet and FireEye to Microsoft and Adobe. Then, CNBC’s Mike Santoli joins to cover a divergence in the market between caution and the so-called “crazy.” Next, trading platform eToro’s new U.S. CEO Lule Demmissie joins as she takes on the role. Then, CNBC’s Dom Chu returns to check in on crypto with Bitcoin plunging this morning. Later, Apple employee Cher Scarlett joins after filing a complaint with the National Labor Relations Board against Apple for interfering with efforts to gather wage data. Also, Argus Financial Research Director and buy now, pay later bear Stephen Biggar is here to talk the trend. Later, CNBC’s Phil LeBeau speaks with Solid Power Co-Founder and CEO Doug Campbell about the EV battery startup’s big investment to increase production capacity. And don’t miss CNBC’s Mackenzie Sigalos with all the details on El Salvador officially making Bitcoin a legal currency today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 7, 202142 min

Breaking Down Software Earnings, YouTube Chief Business Officer Robert Kyncl & Earnings Exclusive with MongoDB CEO

Our anchors start off this Friday morning with details on software earnings from Hewlett Packard Enterprise, PagerDuty and MongoDB. Then, Hewlett Packard Enterprise CEO Antonio Neri joins for more on the company’s most recent quarter. Plus, we bring you the latest headlines from Apple, including the company’s announcement today that it will put its new child safety features on hold. Then, YouTube Chief Business Officer Robert Kyncl joins as YouTube hits a major milestone of 50 million Premium and Music subscribers. We also cover Netflix’s record run with the stock posting gains for 14 out of the last 15 trading sessions. Later, PagerDuty CEO Jennifer Tejada joins exclusively on the company’s strong second quarter and current quarter guidance. And don’t miss an earnings exclusive interview with MongoDB CEO Dev Ittycheria. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 3, 202144 min

Apple’s App Store Concession, The Rise of Social Audio & “Bad Blood” Author John Carreyrou on Elizabeth Holmes’ Trial

Our anchors start off today’s show with the details on Apple’s latest app store changes as part of a settlement with the Japan Fair Trade Commission. We bring in Platformer Editor Casey Newton to further break down the changes and share where he sees future growth for the company outside of its app store. We also have the details on YouTube Music hitting a major milestone of 50 million paid subscribers and we cover the launch of Twitter’s subscription service Super Follows. Next, Co-Founder of new social podcasting app Callin’ and Former PayPal COO David Sacks joins to discuss the social audio space and investing in fintech. Later, we’re following the Elizabeth Holmes trial with “Bad Blood” Author John Carreyrou joining us live outside the courthouse in San Jose to share his take on the case. Then, we hear from Solv CEO Heather Fernandez as the health tech startup secures a $45 million funding round. And later, Wall Street Journal Reporter Joanna Stern is here to share her thoughts on Apple’s app store saga. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 2, 202144 min

Nasdaq Hits an All-Time High, Google’s New Partnership with C3 AI & Former DOJ Antitrust Chief on Regulating Big Tech

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Our anchors start off today’s show with Wolfe Research Analyst Jeff Kvaal reversing his bear take on Apple as the stock hits an all-time high. Then, Bespoke Investment Group Co-Founder Paul Hickey joins to share his thoughts on the market as we kick off the first trading day of the month with a Nasdaq all-time high. We also have CNBC’s Eunice Yoon on China’s new data and cybersecurity laws going into effect today. Next, we hear exclusively from Google Cloud CEO Thomas Kurian and C3 AI CEO Tom Siebel on a new partnership announced this morning. Plus, CNBC’s Yasmin Khorram is live outside the courtroom with fresh updates on day two of jury selection for Elizabeth Holmes’ trial. Later, Former DOJ Antitrust Chief Makan Delrahim joins to discuss regulating Big Tech touching on South Korea’s new app store law and much more. Also, Rosenblatt Securities Analyst Mark Zgutowicz is here after he downgraded Facebook to neutral this morning. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 1, 202143 min

Breaking Down Zoom Earnings, South Korea Passes App Store Bill & Databricks CEO on New Funding Round

To start off the show our anchors bring you all the details on Zoom earnings reported after the bell yesterday. Then, Deutsche Bank Director of Equity Research Matthew Niknam joins to further discuss Zoom as the stock tumbles more than 15 percent this morning. We also have Mizuho Analyst Dan Dolev share his thoughts on Amazon and Affirm’s new partnership with Mizuho bumping up its price target for Affirm on the news. Next, CNBC’s Eunice Yoon joins with the details on South Korea officially passing its bill targeting app stores. Then, “The Verge” Editor-in-Chief Nilay Patel is here to share his thoughts on app store regulation. Plus, CNBC’s Scott Cohn joins live outside the San Jose courthouse where Elizabeth Holmes’ trial is set with the latest details on the case. And Later, Databricks Co-Founder and CEO Ali Ghodsi joins as the company announces a $1.6 billion funding round bringing its valuation to $38 billion. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 31, 202144 min

Big Tech’s Lobbying Power, Cracking Down on App Stores & PayPal Explores Stock Trading Feature

To start off today’s show, CNBC’s Mike Santoli joins our anchors to cover how much is left in the tank for this tech rally. We also have all the details on China cracking down on entertainment with a new ban for young gamers. Plus, we cover Amazon’s partnership with Affirm to offer buy now, pay later and FuboTV’s push into gaming. Then, American Economic Liberties Project Fellow Reed Showalter joins to discuss his new report on Big Tech’s lobbying power and influence. Next, we have New York Times Contributor and “Sway” podcast host Kara Swisher to speak about the crackdown on app stores as South Korea prepares to vote on a law prohibiting in-app commission fees. We also have CNBC’s Kate Rooney with the scoop on PayPal exploring the launch of a stock trading platform. And later, Marvell Technology CEO Matt Murphy joins in an earnings exclusive to break down the company’s latest quarter. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 30, 202143 min

Apple’s App Store Update, A New China Growth Fund & Peloton Post-Earnings

To start of the show our anchors have all the details on Apple’s latest app store changes as part of a settlement to a class action lawsuit. Then, Coalition for App Fairness Executive Director Meghan DiMuzio joins to share her criticism of the new changes. Next, we have William Blair Portfolio Manager Vivian Lin Thurston to speak about her new China Growth Fund launching in an unfriendly environment for Chinese stocks. We also have Wedbush Analyst James Hardiman, a Peloton bear, to discuss the stock after the company’s latest earnings report. Plus, Former Uber Chief Business Officer Emil Michael joins to discuss recent regulatory decisions targeting gig economy companies like Uber. Then, CNBC’s Frank Holland is here with a story on how one conference is aiming to increase diversity in tech companies. And later, we return to Apple’s latest update with Slow Ventures General Partner and Former Facebook VP Sam Lessin who thinks competition is under assault. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 27, 202144 min

Breaking Down Cloud Earnings, Paychex CEO on 50th Anniversary & 10 Years of Facebook Messenger

Our anchors kick off the morning with the latest earnings results from Snowflake, Salesforce and Box. Then, Wolfe Research Managing Director Alex Zukin joins to further break down Salesforce’s numbers. We also cover the latest in the chip space with Western Digital reportedly in talks to buy Japan’s Kioxia and Apple’s supplier Taiwan Semiconductors hiking up chip prices. Next, Paychex CEO Martin Mucci joins to discuss the fintech space and his company as Paychex celebrates its 50th anniversary. Later, Fundstrat Global Advisors’ Tom Lee joins to talk markets following the Nasdaq and S&P 500’s record closes yesterday. Plus, CNBC’s Julia Boorstin shares the highlights from her interview with Facebook Messenger VP Stan Chudnovsky as the app hits its 10-year anniversary. And later, “The Verge” Senior Reporter Ashley Carman joins on her article detailing how Joe Rogan’s influence may be waning after taking his podcast exclusively to Spotify Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 26, 202144 min

The Nasdaq’s Record Climb, Exclusive Interviews with Intuit CEO and Twilio CEO & OnlyFans Reverses its Content Ban

Our anchors start off the morning on the Nasdaq’s record climb with CNBC’s Mike Santoli here to break down valuations in tech. Then, we cover the latest surge in the meme stock world led by meme stock darlings GameStop and AMC. Plus, we bring you all the details on Warby Parker filing to go public via direct listing in an environment that has been unfriendly to direct-to-consumer IPOs. Then, in two exclusive interviews, we hear from Intuit CEO Sasan Goodarzi on the quarter, and later, Twilio Co-Founder and CEO Jeff Lawson on the company’s decision to invest in a SPAC. Next, CNBC’s Julia Boorstin covers her interview with Calibrate CEO Isabelle Kenyon as the telehealth startup announces a $100 million funding round. Also, hear why OnlyFans reversed its decision to ban explicit content on its platform. Plus, we have Brex Co-Founder and Co-CEO Henrique Dubugras on the fintech company’s launch of venture debt financing Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 25, 202144 min

Benchmark General Partner Bill Gurley on Proposition 22, Shopify President Talks TikTok Partnership & Tim Cook’s 10 Years as Apple CEO

To kick off today’s show our anchors speak with Early Uber Investor and Benchmark General Partner Bill Gurley about Proposition 22 being ruled unconstitutional by a California judge. We also get Gurley’s take on the market and Tim Cook’s legacy at Apple upon reaching the 10-year mark as CEO. Then, Shopify President Harley Finkelstein joins after the company announced a partnership with TikTok to create new tools for in-app shopping. Next, we return to Tim Cook’s 10-year milestone at Apple with CNBC’s Josh Lipton looking at Cook’s performance through various financial metrics. Then, CNBC’s Julia Boorstin is here to cover Netflix’s new massive content lineup and additional stories in the entertainment space including Hollywood’s struggle with piracy. We also have the details on stablecoin Circle changing its makeup of reserves as stablecoins become a heavily scrutinized area of the crypto ecosystem. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 24, 202144 min

Rating Robinhood Shares, Proposition 22 Ruled Unconstitutional & Klarna CEO on Customer Growth

Our anchors kick off today’s show with a host of initiations on newly public stock Robinhood. Then, JMP Securities’ Devin Ryan is here to explain why he has an outperform rating on the stock. We also bring you the latest details on a judge ruling Proposition 22, California’s gig worker law, unconstitutional. New York Times Contributor and “Sway” Podcast Host Kara Swisher joins to further break down this new road block to companies like Uber, Lyft and DoorDash. Next, Klarna Co-Founder and CEO Sebastian Siemiatkowski joins as the company reaches 20 million users in the U.S. amid surging demand for flexible payment services. Then, Rhodium Group Senior China Tech Analyst Jordan Schneider joins to share his take on the China crackdown and which sectors he thinks may get hit next. Plus, as Bitcoin reaches its highest level since mid-May we have CNBC’s Kate Rooney cover the rise in popularity of crypto trading among new investors and CNBC’s Mackenzie Sigalos on crypto adoption in Afghanistan. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 23, 202144 min

Tesla’s A.I. Ambitions, Fund Manager Shares Bear Case on Ark Funds & Former Facebook General Counsel on the FTC’s Antitrust Case

To start off this Friday morning our anchors cover the latest announcements out of Tesla’s A.I. event, including the introduction of a humanoid robot. Then, following our interview with Ark Invest’s Cathie Wood yesterday, Semper Augustus Investments CIO Chris Bloomstran joins to defend his bear case against the Ark Funds. We also have CNBC’s Eunice Yoon with the details on China’s new law putting downward pressure on Chinese tech stocks to end an already bad week. Plus, Former Facebook General Counsel and Head of Public Policy Chris Kelly joins to share his thoughts on the FTC’s renewed antitrust case against the social media giant. And later, to close out our ‘reality check’ series Bernstein’s Toni Sacconaghi is here to explain why he has an underperform rating on Tesla. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 20, 202144 min

Ark Invest’s Cathie Wood on Short Bets, Strategy and Much More, A Rare Sell Call for Palantir & Bird CEO on Earnings Ahead of SPAC Merger

Our anchors kick off the show with details on this morning’s earnings movers Robinhood and Nvidia. We also cover the latest announcements from Facebook including the company’s release of its first ever “widely viewed content report” as well as new virtual reality workspace tools. Then, CNBC’s Dom Chu joins to cover the recent performance of Cathie Wood’s Ark Funds ahead of our interview with Wood. Next, William Blair Analyst Kamil Mielczarek is here to share his bear case for Palantir, a top Cathie Wood pick. We also have Bird Founder and CEO Travis VanderZanden to discuss the company’s last earnings report before its planned SPAC merger. Then, Ark Invest Founder and CEO Cathie Wood joins today as numerous hedge funds are betting against her Ark Innovation ETF. We also get her take on the trendiest topics in tech such as the China crackdown, the crypto market and much more. Later, CNBC’s Leslie Picker is here to break down Wood’s interview, including what is driving her current investment strategy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 19, 202147 min

Checking in on Cathie Wood’s Ark Fund, Substack Writer Talks “Rational Irrationality” & Analyst Takes on ViacomCBS, Shopify and Coinbase

Our anchors kick off today’s show with CNBC’s Dom Chu wrapping up the latest tech market action. Then, NYU Stern Finance Professor Aswath Damodaran joins to break down the valuation of Cathie Wood’s Ark fund as more hedge funds bet against it. We also have Wells Fargo Senior Equity Analyst Steven Cahall on why he upgraded ViacomCBS to overweight. Then, CNBC’s Kate Rooney joins ahead of Robinhood’s earnings report set for after the bell today. Next, we have Substack Writer Eric Newcomer share why he thinks markets are no longer rational. Later, we have Morningstar Analyst Dan Romanoff with his bearish take on Shopify. Plus, we hear from Apple Vice President Lisa Jackson on Apple’s sustainability focus as well as the company’s commitment to privacy amid recent backlash. Plus, Mizuho Analyst Dan Dolev shares why he’s trimming his price target on Coinbase. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 18, 202144 min

Chinese Tech Sell-Off, A Look at Big Tech’s Future, the Bear Case for IBM & Burry vs. Wood

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 his top two picks…Uber and Opendoor. Later, MoffettNathanson’s Lisa Ellis is an IBM bear and she’s telling us why. We also get the latest on that T-Mobile data breach from CNBC’s Eamon Javers. And Jeff Bezos suing NASA? We’ve got that too. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 17, 202144 min

Tracking the Nasdaq Sell-Off, U.S. Investigates Tesla’s Autopilot System & Blade CEO on the Quarter

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 system. Plus, Wedbush Securities Analyst Matthew Bryson joins to kick off our new series ‘reality check’ and share his bear case on Intel. Later, Rocket Companies CEO Jay Farner is here to speak about the company’s latest quarter and expansion into solar. Plus, Blade CEO Robert Wiesenthal joins live from the NYSE following the company’s latest earnings report. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 16, 202143 min

Sofi CEO Post-Earnings, DoorDash CEO on the Quarter & Reddit CEO Talks $10 Billion Valuation

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’s latest earnings report, expansion into grocery and much more. We also have an exclusive interview with Reddit CEO Steve Huffman after Reddit topped a $10 billion valuation yesterday. Huffman also speaks to the boom of retail traders on the platform with WallStreetBets becoming a popular go-to spot for meme stocks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 13, 202142 min

ServiceNow CEO on Acquisition of Mapwize, Snap Creators Leave the App’s Spotlight Feature & Exclusive Interview with Marqeta CEO Post-Earnings

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, Marqeta CEO Jason Gardner joins after the company’s first earnings report since going public to discuss the company’s growth in the ‘buy now, pay later’ vertical. Plus, CNBC’s Jon Fortt brings us the highlights from his conversation with LinkedIn Co-Founder and Microsoft Board Member Reid Hoffman yesterday at the Economic Club of Chicago. Then, CNBC’s Kate Rooney is live from Wyoming with the story on the state’s recent crypto boom. Plus, Parrot Analytics Senior Strategy Analyst Julia Alexander joins us to give her take on streaming ahead of Disney earnings set for after the bell today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 12, 202144 min

Breaking Down Coinbase’s Latest Quarter, Earnings Exclusives with FuboTV CEO and Doximity CEO & the FTC Probes Two Uber Deals

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 David Gandler joins in an earnings exclusive to discuss the company’s most recent quarter. We also have all the details on the FTC probing a partnership between Uber and Gopuff in addition to reviewing Uber’s planned purchase of Drizly. Then, we have a second earnings exclusive with Doximity CEO Jeff Tangney on the company’s first earnings report since going public, plus details on how the company is battling vaccine misinformation on its app. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 11, 202144 min

AMC Stock Pops on Earnings, Cloud 100 Rankings Announced & Privacy in Focus for Apple

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 following the company’s decision to use technology to scan for child abuse imagery. We also hear from FalconX CEO Raghu Yarlagadda on the company’s latest $200 million funding round bringing its valuation to $3.75 billion. Plus, we bring in CNBC’s Andrew Ross Sorkin for more on meme stocks after his conversation with Kynikos Associates Founder Jim Chanos earlier today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 10, 202144 min

Fundstrat’s Tom Lee Forecasts an “Everything Rally,” Binance CEO on the World of Crypto & Apple’s Latest Announcement Faces Backlash

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 and Sunny Co-Founder Spencer Rascoff is here to share his thoughts on social media M&A and vertical social media platforms. Also, Johns Hopkins Cryptography Professor Matthew Green joins to share his reaction towards Apple’s announcement that it will scan devices for child abuse imagery. Plus, CNBC’s Dom Chu joins to cover the latest moves in Cathie Wood’s Ark Funds. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 9, 202144 min

Zygna CEO on the Quarter, Apple’s Delicate Dance with Privacy & Confluent CEO on First Earnings Report Since Going Public

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 the latest moves in $HOOD following the stock’s wild ride this week. We also speak with Confluent CEO Jay Kreps after the company released its first earnings report since going public. Plus, we bring you this morning’s headlines out of China with Meituan facing a $1 billion fine and Duolingo being removed from some Chinese app stores. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 6, 202144 min

Robinhood’s Wild Moves, Breaking Down the Latest Tech Earnings & WarnerMedia CEO Ann Sarnoff on Streaming, Studios and Stars

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. Later, NorthmanTrader Founder Sven Henrich is here to talk Robinhood, meme stocks and the market. Plus, CNBC’s Julia Boorstin interviews WarnerMedia Studio and Networks Group CEO Ann Sarnoff on streaming strategy and the battle between studios and stars. Also, CNBC’s Phil LeBeau previews what to expect from President Biden’s electric vehicle event today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 5, 202144 min

Robinhood Stock Surges, Former Disney Executives Kevin Mayer and Tom Staggs on Acquiring Hello Sunshine & Coursera CEO Post-Earnings

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 Facebook Executive Carolyn Everson. Later, CNBC’s Julia Boorstin interviews Former TikTok CEO Kevin Mayer and Former Disney COO Tom Staggs on their new media company and its acquisition of Reese Witherspoon’s Hello Sunshine. Next, CNBC’s Kate Rooney provides an update on Robinhood’s wild moves today. Then, Coursera CEO Jeff Maggioncalda is here to discuss the company’s latest earnings report. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 4, 202142 min

Reese Witherspoon and Hello Sunshine CEO Talk Latest $900 Million Deal, ZoomInfo CEO on the Quarter & Substack CEO on Big Tech’s Ad-Supported Models

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 media company. We also have the story on Marvell buying chip startup Innovium in the latest tech M&A deal of the summer. And later, Substack CEO Chris Best is here to speak about his company and share his criticism of ad-supported models. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 3, 202143 min

Square to Buy Afterpay in $29 Billion Deal, Klarna CEO on the Fintech Space & Wall Street Journal Reporter Tim Higgins Talks His New Tesla Book

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 further discuss Disney, streaming and the battle between studios and talent. Later, Klarna Co-Founder and CEO Sebastian Siemiatkowski joins to speak about the fintech space following Square’s Afterpay deal. We also have all the details on the new ETF betting against Cathie Wood’s Ark Fund. Plus, Wall Street Journal Reporter Tim Higgins is here to discuss his new book “Power Play: Tesla, Elon Musk, and the Bet of the Century.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 2, 202144 min

Breaking Down Amazon Earnings, Adobe CEO on Walmart Partnership & Gopuff’s Latest $1 Billion Funding Round

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 the app. Then, Wheelhouse CIO Ann Berry joins to talk more about Robinhood after the company made its market debut yesterday. We also hear from Adobe CEO Shantanu Narayen on the company’s new partnership with Walmart. Next, Gopuff Co-Founder and Co-CEO Yakir Gola is here to discuss the delivery startup company’s latest $1 billion funding round. Also, CNBC’s Julia Boorstin returns with the story on Scarlett Johansson suing Disney over her “Black Widow” contract. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 30, 202142 min