Jim Chanos may not be aware demand has never been stronger for data centers, says Digital Realty CEO
Bill Stein, Digital Realty CEO, joins ‘TechCheck’ to discuss what Jim Chanos is getting wrong about data centers, Stein’s outlook on rental rates and how the company can increase returns on incremental capital deployed.
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A recession doesn’t scare us, a capital cycle does, says Neuberger Berman’s Ramanan
Hari Ramanan, Neuberger Berman CIO of global research strategies, joins ‘TechCheck’ to discuss how tech operations have changed, what the change in operations mean for Ramanan’s investing thesis and more.
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TikTok should be booted from app stores because of data gathering concerns: FCC’s Brendan Carr
Brendan Carr, FCC commissioner, joins ‘TechCheck’ to discuss what Carr suspects TikTok’s collected data is being used for, what the rest of the FCC committee has said on the issue, and if there’s a double standard towards companies in China…
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Upward pressure on yields is negatively effecting the tech complex, says Wedbush’s Manuelian
Sahak Manuelian, Wedbush Securities head of equity trading, joins ‘TechCheck’ to discuss what the rollover in agriculture and industrial metal prices means for technology, if investors need to be cautious about Q2 earnings and more.
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We’ll see a different deal market in the next 3-4 years, says Bain and Company’s Cashman
Michael Cashman, Bain and Co. partner and financial technology M&A specialist, joins ‘TechCheck’ to discuss what differentiators are most important in the financial technology space, why Robinhood’s user base hasn’t bought into diversified financial products and more.
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Jefferies’ Brent Thill upgrades Snowflake to buy
Brent Thill, Jefferies, joins ‘TechCheck’ to discuss the company’s upgrade of Snowflake to buy, how Snowflake’s fundamentals may worry investors and more.
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There has to be a second act and expansion for Robinhood, says Slow Ventures’ Lessin
Sam Lessin, Slow Ventures general partner, joins ‘TechCheck’ to discuss FTX’s talks to acquire Robinhood, if Vlad Tenev is the person to oversee the next leg in the company’s growth and what’s next.
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A slowing economy will reduce energy prices, says Atlantic Council’s Fred Kempe
The Atlantic Council’s Fred Kempe joins ‘The Exchange’ to discuss the G7 meeting in Bavaria this week and what impact it could have on global energy prices, as well as the war in Ukraine.
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