44 min listen
Potential Consolidation Targets in Streaming, Airbus CEO Guillaume Faury on Supply Chain Challenges & GlobalFoundries CEO Thomas Caulfield on Domestic…
FromTechCheck
Potential Consolidation Targets in Streaming, Airbus CEO Guillaume Faury on Supply Chain Challenges & GlobalFoundries CEO Thomas Caulfield on Domestic…
FromTechCheck
ratings:
Length:
44 minutes
Released:
Jul 18, 2022
Format:
Podcast episode
Description
Our anchors start today’s show with CNBC’s Mike Santoli analyzing the state of the bear market, and GGV Capital Managing Partner Jeff Richards joins with his outlook for consolidation in the software space. Then, BMO Wealth Management Chief Investment Strategist Yung-Yu Ma joins to discuss Netflix before the streaming giant reports earnings tomorrow, and CNBC’s Phil LeBeau sits down with Airbus CEO Guillaume Faury at Britain’s Farnborough International Airshow. Later, chipmaker GlobalFoundries CEO Thomas Caulfield offers insight on what lies ahead for domestic semiconductor production, and CNBC’s Ylan Mui shares highlights from her interview with Lockheed Martin CEO Jim Taiclet on the potential for a vote on the CHIPS Act in Congress this week.
Released:
Jul 18, 2022
Format:
Podcast episode
Titles in the series (100)
The European Union’s Big Tech Crackdown, Invesco Global Head of ETFs Anna Paglia on Semi Stocks & Streaming Services Take Center Stage at the Oscars 3/25/22: Our anchors begin today’s show with Verge Editor-in-Chief Nilay Patel breaking down the impact of new European Union tech regulations on Apple, and Bank of America analyst Wamsi Mohan weighs in on reports that the company is developing a hardware subscription service. Next, Invesco Global Head of ETFs Anna Paglia shares her insight on increased investor interest in semiconductor stocks, and CNBC’s Dom Chu covers a series of growth stocks bouncing back from their lows earlier this month. Then, Neuberger Berman Portfolio Manager Jason Tauber joins to discuss his bullish position on Uber, and CNBC’s Steve Kovach offers a look at how the market could react to the EU’s latest big tech rules. Later, our Julia Boorstin reports on the potential for a streaming service to win ‘Best Picture’ at the Academy Awards on Sunday, and our Carl Qui by TechCheck