The global growth outlook is changing for the worse, says Truist’s Lerner
Keith Lerner, Truist co-CIO, joins ‘TechCheck’ to discuss what is going on with macroeconomic trends that will be beneficial for technology stocks, how he sees enterprise spending holding up and his fears around revenue volatility.
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You’ll see a pullback in advertising spend across the board in Q4, says Guggenheim’s Morris
Michael Morris, Guggenheim Securities, and Mark Kelley, Stifel managing director, join ‘TechCheck’ to discuss each investor’s recent downgrade of Snap, how concerned Kelley is that Snap’s woes are unique to the company and more.
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Jim Cramer shares his advice for this earnings season and previews the week’s upcoming reports
CNBC’s Jim Cramer breaks down the latest market action during Monday’s episode of “Mad Money,” which is now broadcast from the floor of the New York Stock Exchange. He also previewed upcoming earnings reports that are scheduled for later in…
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Everyone knows we need to pass the Chips Act, says GlobalFoundries CEO
Thomas Caulfield, GlobalFoundries CEO, joins ‘TechCheck’ to discuss what’s happening in Europe and the U.S. regarding chip production, Caulfield’s thoughts on the details in the Chips Act and more.
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It’s difficult to ramp production because the scarcity of resources, says Airbus CEO
Guillaume Faury, Airbus CEO, joins ‘TechCheck’ to discuss aviation industry’s ability to scale production, Faury’s sense of the Chinese aviation market and information behind a current lawsuit the company is facing.
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Netflix investors are still near-term focused on subscribers, says BMO’s Yung-Yu Ma
Yung-Yu Ma, BMO Wealth Management chief investment strategist, joins ‘TechCheck’ to discuss which parts of the tech sector have the most opportunity, the common theme for Netflix, Tesla and Snap and if Netflix’s big spending can continue.
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You’ll see more M&A deal activity because investors were able to buy low, says GGV’s Richards
Jeff Richards, GGV Capital managing partner, joins ‘TechCheck’ to discuss what inning we’re in for the valuation reset in VC-backed tech companies, an uptick in deal activity and where the deals will happen going forward.
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Inflation expectations have moved down pretty decisively, says Jefferies’ Aneta Markowska
Aneta Markowska, chief financial economist at Jefferies, joins ‘The Exchange’ to discuss what could be the Fed’s next move as it aggressively fights against inflation.
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