‘I think Docusign would be really valuable for Salesforce,’ says RBC’s Jaluria
Rishi Jaluria, RBC analyst, joins ‘TechCheck’ to discuss which names seem the most likely of M&A activity, if today’s regulatory environment is good for M&A and why Zoom and DocuSign are attractive buyout targets.
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Omnichannel is ultimately the wave of the future, says Wells Fargo’s Bob Peck
Bob Peck, Wells Fargo chairman of global internet investment banking, joins ‘TechCheck’ to discuss where guidance is headed, what M&A activity will look like this year and why companies are eating costs and not raising prices.
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Block is no longer a payments company, CEO Jack Dorsey says at company’s investor day
CNBC’s Kate Rooney reports on news from Block’s investor day.
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Fintech becomes second biggest group in CNBC Disruptor 50 list
CNBC’s Jon Fortt and Julia Boorstin report on how investors should view financial technology company valuations.
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Google is the most insulated of all the mega-cap technology stocks, says Evercore’s Mahaney
Mark Mahaney, Evercore ISI head of internet research, joins ‘TechCheck’ to discuss which mega-cap companies will suffer from macroeconomic conditions, why people are selling mega-cap stocks and more.
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Overall e-commerce sales have fallen the last two months in year-over-year data
CNBC’s Courtney Reagan reports on retail trends to watch.
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We’re benefitting from localized interest on goods, says Nextdoor CEO
Sarah Friar, Nextdoor CEO, joins ‘TechCheck’ to discuss how she will sell the company’s story to investors, if Nextdoor has to change its story amid today’s macroeconomic environment and more.
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‘My view is that the S&P goes down 20% to 50%, peak to trough,’ says Dan Niles
Dan Niles, The Satori Fund, joins ‘TechCheck’ to discuss whether he sees opportunity in equity markets, if there are some stock deals in future growth companies and his thoughts on Shopify and Netflix.
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