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Citi CEO Jane Fraser on Economic Outlook, Splunk CEO Gary Steele on Cybersecurity & Guggenheim Downgrades Microsoft to Sell 1/17/23

Citi CEO Jane Fraser on Economic Outlook, Splunk CEO Gary Steele on Cybersecurity & Guggenheim Downgrades Microsoft to Sell 1/17/23

FromTechCheck


Citi CEO Jane Fraser on Economic Outlook, Splunk CEO Gary Steele on Cybersecurity & Guggenheim Downgrades Microsoft to Sell 1/17/23

FromTechCheck

ratings:
Length:
43 minutes
Released:
Jan 17, 2023
Format:
Podcast episode

Description

Our anchors begin today’s show with Citi CEO Jane Fraser offering her outlook for rate hikes, inflation and consumer demand at the World Economic Forum’s annual meeting in Davos, Switzerland. Then, Requisite Capital Management Managing Partner Bryn Talkington shares her top tech mega-cap picks, and our Julia Boorstin reports on Disney firing back at activist investor Nelson Peltz. Next, Wells Fargo Chairman of Global Internet Investment Banking Bob Peck breaks down the current environment for M&A, and Splunk CEO Gary Steele weighs in on cybersecurity and the cloud. Later, Guggenheim Partners analyst John DiFucci joins after downgrading Microsoft to a sell rating.
Released:
Jan 17, 2023
Format:
Podcast episode

Titles in the series (100)

TechCheck is home to the boldest ideas and most influential names in the tech industry. The bi-coastal program dives deep into stocks focused on new technologies and trends while highlighting the latest news out of iconic companies, FAANG heavyweights, social media darlings, streaming giants, red-hot disruptors and more. Every weekday, TechCheck offers investors compelling, in-depth reporting, analysis and news-making interviews from the most notable and disruptive founders and CEOs in the tech industry that will chart the future of the global economy. The daily podcast is hosted by CNBC’s Jon Fortt and Carl Quintanilla on the East Coast and Deirdre Bosa on the West Coast and features CNBC’s Senior Media & Entertainment Reporter Julia Boorstin from Los Angeles.