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Altimeter Capital Calls on Meta to Cut Costs, Growth Headwinds for Microsoft & Previewing Apple’s Earnings 10/24/22
FromTechCheck
Altimeter Capital Calls on Meta to Cut Costs, Growth Headwinds for Microsoft & Previewing Apple’s Earnings 10/24/22
FromTechCheck
ratings:
Length:
43 minutes
Released:
Oct 24, 2022
Format:
Podcast episode
Description
Our anchors begin today’s show with Julia Boorstin covering activist investor Altimeter Capital calling on Meta to reduce headcount and limit its investments in the metaverse. Then, MoffettNathanson Senior Managing Director Michael Nathanson looks ahead to a massive series of big tech earnings on the horizon, and NorthmanTrader Founder Sven Henrich offers his outlook for the current bear market rally. Next, CNBC’s Eamon Javers shares new reporting on investments in artificial intelligence made by Former Google CEO Eric Schmidt while chairing a federal commission on AI. Later, CNBC’s Steve Kovach breaks down growth headwinds affecting Microsoft ahead of earnings this week, and Evercore ISI analyst Amit Daryanani previews Apple’s upcoming results.
Released:
Oct 24, 2022
Format:
Podcast episode
Titles in the series (100)
Recapping CNBC’s Exclusive Emails from Elon Musk, Monday.com Co-CEO Eran Zinman on Earnings & NASCAR President Steve Phelps on Digital Expansion: Our anchors begin today’s show breaking down the recent slump in mega-cap stocks with CNBC’s Dom Chu, and Bank of America Head of U.S. Equity and Quantitative Strategy Savita Subramanian shares her thoughts on opportunities in tech stocks that sunk during the latest correction. Then, RBC Capital Markets analyst Brad Erickson weighs in on privacy concerns surrounding Apple, and CNBC’s Brian Schwartz discusses exclusive emails he received from Tesla CEO Elon Musk accusing President Biden of ignoring the EV giant. Monday.com Co-CEO Eran Zinman also joins as shares of the cloud platform slide on its Q4 results. Later, NASCAR President Steve Phelps breaks down the sport’s expansion into gaming, simulated racing and more. by TechCheck