There are a lot of interesting opportunities in equities, says Calixto Global’s Costa
Eduardo Costa, Calixto Global Investors founder and portfolio manager, joins ‘Squawk on the Street’ to discuss companies facing difficult comps and decelerating growth, which sectors offer opportunities and more.
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Longer-term, the software space is a free-for-all, says GGV Capital’s Solomon
Glenn Solomon, GGV Capital, joins ‘TechCheck’ to discuss recent news around Broadcom, if Broadcom has the capacity to compete with peer companies and Solomon’s thoughts on Broadcom’s chief executive.
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It’s hard to see the U.S. entering a recession in ’23, says Citi’s Jane Fraser
Jane Fraser, Citigroup CEO, joins ‘Squawk on the Street’ to discuss expectations for an upcoming recession in the U.S., any liquidity issues she has seen and why Citigroup’s stock has been cheaper than other financials.
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Earnings appear more resilient than expected, says JP Morgan’s Lebovitz
David Lebovitz, JP Morgan Asset Management, and Delano Saporu, New Street Advisors Group CEO, join ‘Squawk on the Street’ to discuss if earnings are under risk, what earnings spell for Saporu’s investing playbook and more.
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Inflation may be coming down sooner than expected, says Kari Firestone
Kari Firestone, Aureus Asset Management chairman and CEO, joins CNBC’s ‘Squawk Box’ to discuss markets ahead of the open on Monday.
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Broadcom in talks to buy VMware, deal could be announced soon, sources tell CNBC
Broadcom is in talks to buy VMware and could announce a deal as early as this week, CNBC’s David Faber reports.
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Opening Bell, May 23, 2022
Watch the opening bell for the Nasdaq and the New York Stock Exchange from May 23, 2022.
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We’re still very bullish on Tesla shares, says Oppenheimer analyst
Colin Rusch, Oppenheimer Tesla analyst, joins CNBC’s ‘Squawk on the Street’ to discuss Tesla’s plan to return its Shanghai factory to pre-pandemic output levels.
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