There will be a lot of M&A in the middle and back half of this year, says Loup Ventures’ Munster
Gene Munster, Loup Ventures managing partner, joins ‘TechCheck’ to discuss Munster’s cash position, which companies can afford to be opportunistic and more.
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What the markets needs is a sustained reversal in the 10-year, says NorthmanTrader’s Henrich
Sven Henrich, NorthmanTrader founder and lead market strategist, joins ‘TechCheck’ to discuss what happens now in equities, how far the Federal Reserve goes to raise interest rates and more.
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‘Semiconductors are actually trading at a discount right now,’ says Bespoke’s Paul Hickey
Paul Hickey, Bespoke Investment Group co-founder, joins ‘TechCheck’ to discuss what the beginning of Tuesday’s trading is telling him, what led Hickey to look at the semiconductor market and the companies in the ‘anti-metaverse’ category.
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CNBC Evolve Livestream: Sustainable Solutions to the Resource Shortfall — 5/12/2022
As innovation accelerates at an unprecedented pace, so does demand for resources – be it raw materials, human capital, or real estate. Business leaders are now tasked with staying ahead of the supply constraints amid heightened geopolitical tensions; finding a…
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Crypto struggles to decouple from stocks as equity markets sell-off
CNBC’s Kate Rooney reports on what has gone wrong for cryptocurrencies.
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‘We like Big Tech stocks like Amazon and Apple right now,’ says Needham’s Laura Martin
Laura Martin, Needham senior media and internet analyst, joins ‘TechCheck’ to discuss why she has a buy rating on Amazon, Apple and Alphabet, why investors can’t hold cash and what would make Martin even more constructive on Netflix.
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Market will be more focused on free cash flow and profits, says fmr. Uber CBO
Emil Michael, former Uber chief business officer, joins ‘TechCheck’ to discuss Uber’s decision to slash costs, if he gives credit to companies who don’t use adjusted EBITDA and the disconnect between investors’ Uber valuation and its current stock price.
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Ford sells 8 million Rivian shares, stock falls 15% in intraday trade
CNBC’s Phil Lebeau reports on news regarding the electric vehicle market.
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