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Finding Value in Tech Giants, Elon Musk Accused of Sexual Misconduct & Apple’s Reported Augmented and Virtual Reality Headset 5/20/22
FromTechCheck
Finding Value in Tech Giants, Elon Musk Accused of Sexual Misconduct & Apple’s Reported Augmented and Virtual Reality Headset 5/20/22
FromTechCheck
ratings:
Length:
43 minutes
Released:
May 20, 2022
Format:
Podcast episode
Description
Our anchors begin today’s show looking for cheap opportunities in tech with CNBC’s Dom Chu, and Wedgewood Partners CIO David Rolfe offers insight on finding value in select sector giants. Then, Bernstein Senior Semiconductors Analyst Stacy Rasgon joins after chipmaker Applied Materials missed on the top and bottom lines in their latest results, and CNBC’s Frank Holland breaks down cybersecurity firm Palo Alto Networks’ earnings beating the Street’s expectations. Next, our Julia Boorstin reports on allegations of sexual misconduct against Tesla CEO Elon Musk, and CNBC’s Kristina Partsinevelos looks at stocks driving swings in the major indexes to start the morning. Later, Jacob Asset Management Chairman and CEO Ryan Jacob shares his outlook for growth names amid the current interest rate environment, and CNBC’s Steve Kovach covers Apple’s reported demonstration of a hybrid augmented and virtual reality headset that could formally be revealed in the months ahead.
Released:
May 20, 2022
Format:
Podcast episode
Titles in the series (100)
Analyzing the Market Response to Russian Banking Sanctions, Software Plays Amid the Ongoing Crisis & Qualcomm CEO Cristiano Amon on New Product Announcements: Our anchors begin today’s show with CNBC’s Leslie Picker breaking down the effects that sanctioning Russian banks from the SWIFT payment system could have on U.S. financial institutions, and CNBC’s Mike Santoli profiles the trading response to the crisis in Eastern Europe. Then, Wedgewood Partners CIO David Rolfe takes a deeper dive into the market fallout surrounding the conflict, and Former Facebook Chief Security Officer and Stanford Internet Observatory Director Alex Stamos argues for stricter penalties from social media platforms targeting Russian misinformation. Next, Citi analyst Tyler Radke discusses software plays amid the broader geopolitical tensions, and chipmaker Qualcomm CEO Cristiano Amon joins in a first-on interview from the Mobile World Congress in Barcelona. Later, CNBC’s Shepard Smith reports on the latest dev by TechCheck