46 min listen
Amazon Takes Stake in Grubhub, Arm CEO Rene Haas on Chip Space Outlook & Sun Valley Conference Kicks Off in Idaho 7/6/22
FromTechCheck
Amazon Takes Stake in Grubhub, Arm CEO Rene Haas on Chip Space Outlook & Sun Valley Conference Kicks Off in Idaho 7/6/22
FromTechCheck
ratings:
Length:
43 minutes
Released:
Jul 6, 2022
Format:
Podcast episode
Description
Our anchors begin today’s show with Needham analyst Bernie McTernan offering his insight on Amazon taking a stake in food delivery platform Grubhub, and Evercore ISI analyst Amit Daryanani explains his recent decision to downgrade HP. Then, Incisive Ventures Founder and Managing Partner Martin Tobias makes his case against VC firms becoming investment advisors, and chip designer Arm CEO Rene Haas shares his outlook for the broader semiconductor space. Later, our Julia Boorstin reports from the Sun Valley conference in Idaho as some of the biggest names in media and tech gather with macroeconomic uncertainty, streaming and advertising spending in full focus.
Released:
Jul 6, 2022
Format:
Podcast episode
Titles in the series (100)
Chegg CEO Dan Rosensweig on Earnings, Spotting Opportunity in Software Names & ZoomInfo Founder and CEO Henry Schuck on Q1 Results 5/3/22: Our anchors start today’s show looking for high-value, low-price tech names with Bernstein Senior Research Analyst Toni Sacconaghi, and education platform Chegg CEO Dan Rosensweig joins after posting guidance that sent shares sliding. Next, CNBC’s Mike Santoli breaks down areas of strength preventing the sector’s ongoing sell-off from worsening, and GGV Capital Managing Partner Jeff Richards weighs in on opportunities in software stocks. Later, our Julia Boorstin covers media giant Paramount’s latest earnings, and ZoomInfo Founder and CEO Henry Schuck offers a deeper dive into the software company’s Q1 numbers. by TechCheck