Nvidia’s Chip Boom, GOP Fireworks, & The Escape of Carlos Ghosn, a Docu-Series 8/24/23
Chipmaker Nvidia boasted a 171% uptick in data center revenue in the second quarter; CNBC’s Kristina Partsinevelos explains the earnings beat and the road ahead for chips. Venture capitalist and tech investor Bradley Tusk considers how demand for AI proves to be a tailwind for Nvidia and its competitors. Former Nissan executive Carlos Ghosn’s escape from Japan captured global headlines in 2019, and now the story is ready to capture streaming eyeballs. Director of “Wanted: The Escape Of Carlos Ghosn” James Jones shares details from his new docuseries ready to stream on AppleTV+. Former Green Beret Michael Taylor, a character in the series, explains how he orchestrated Ghosn’s now infamous “music box escape,” and how, after succeeding, he ended up in a Japanese prison. Plus, CNBC’s Eamon Javers breaks down the highlights of the GOP’s first presidential debate for the 2024 election. Kristina Partsinevelos - 14:49Bradley Tusk - 20:33Michael Taylor & James Jones - 29:05In this episode:James Jones, @jamesjonesfilmKristina Partsinevelos, @KristinaPartsEamon Javers, @EamonJaversAndrew Ross Sorkin, @andrewrsorkinJoe Kernen, @JoeSquawkKelly Evans, @KellyCNBCKlaire Odumody, @klairemarie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
24 Elo 202337min
The First Republican Debate & Return-To-Office Backlash 8/23/23
Eight presidential hopefuls have officially qualified for the first Republican presidential debate in Milwaukee. Frank Luntz, FIL Inc. pollster and political strategist, previews the debate, what to expect from the candidates, and the impact of Donald Trump’s absence. Jason Greer, Greer Consulting founder and president, discusses the return to office push by some companies and whether the hybrid work model is here to stay or nearing its end. Plus, Hollywood producers are taking their latest contract proposal public as talks between the studios and writers union remain heated.Frank Luntz - 14:30Jason Greer - 26:37In this episode:Frank Luntz, @FrankLuntzAndrew Ross Sorkin, @andrewrsorkinBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
23 Elo 202334min
Shoppers & Shrink, Big Tech’s Big Role in AI, & an Arm Up for IPOs 8/22/23
Nvidia, Microsoft, Google, Amazon and Meta aren't just investing in AI internally; CNBC’s Julia Boorstin reports, big tech is also playing a key role in the AI startup ecosystem. Aneesh Chopra, CareJourney president and former White House Chief Technology Officer, discusses whether big tech is playing too big a role in the AI stack, and whether regulators will soon crack down on the burgeoning sector. Retail visionary Mickey Drexler, former J.Crew Group chairman and CEO and current Alex Mill chairman, discusses retail’s latest earnings, shrink, and the state of the consumer. Plus, Microsoft has submitted a new deal for the takeover of Activision Blizzard and chip designer Arm, which is owned by Japan’s SoftBank, has filed to go public via a Nasdaq listing. Julia Boorstin - 12:42Aneesh Chopra - 16:03Courtney Reagan - 24:09Mickey Drexler - 25:05In this episode:Aneesh Chopra, @aneeshchopraJulia Boorstin, @JBoorstinCourtney Reagan, @courtreaganBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
22 Elo 202329min
Pullbacks in Equities & in China, Hurricane Hilary, & A Windy City Tipping War 8/21/23
The markets are mid-pullback, this August; Wharton Professor Jeremy Siegel offers his perspective on bonds versus stocks, and which investments are the most promising for your portfolio. In Chicago, a tipping battle is underway. Scott Weiner, restaurateur and co-owner of The Fifty/50 Restaurant Group in the windy city, discusses the gratuity quandary–and legal proposal–gripping consumers and the local dining industry. Plus, CNBC’s Jane Wells reports from Palm Springs, where Hurricane Hilary made landfall, and CNBC’s Eunice Yoon reports from Beijing, on China’s latest interest rate cut and the country’s struggling economic recovery. Jane Wells - 16:24Jeremy Seigel - 20:08Scott Weiner - 30:45 In this episode:Jane Wells, @janewellsEunice Yoon, @onlyyoontvSteve Liesman, @steveliesmanScott Wapner, @ScottWapnerCNBCJoe Kernen, @JoeSquawkKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
21 Elo 202334min
AI Cracking Your Passwords & A Bloomin’ Investor 8/18/23
Can AI listen to your keyboard? Researchers at Durham University trained an A.I. model to crack passwords with 95% accuracy by listening to keystrokes. The study’s lead researcher, Joshua Harrison, discusses how it works. Rich Lesser, Boston Consulting Group global chair, discusses the mindset of corporate leaders, including CEO concerns about the economy, inflation, the labor market, and climate. Plus, shares of Outback Steakhouse owner Bloomin’ Brands are on the rise after an activist investor disclosed its interest in the restaurant company.Rich Lesser - 12:15Joshua Harrison - 24:14In this episode:Rich Lesser, @BCGMelissa Lee, @MelissaLeeCNBCJoe Kernen, @JoeSquawkKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
18 Elo 202330min
D’Amelios TikTokking to the Bank & Insurers Teaming up with Mark Cuban 8/17/23
Dad-ager Marc D’Amelio discusses the 200 million+ TikTok followers that his two daughters Dixie and Charli D’Amelio have amassed in the past few years. In the content creating family’s latest IRL venture, D’Amelio Brands is getting into the food business. Insurer Blue Shield of California is teaming up with Amazon and Mark Cuban’s online pharmacy Cost Plus; CNBC’s Bertha Coombs discusses the move away from traditional drug store chains, the pressure it’s putting on CVS, and how much money each player is hoping to save consumers. Plus, options activity put pressure on the S&P 500 this week, NYC has banned TikTok on government devices, and Buy Buy Baby stores are making a comeback.Bertha Coombs - 14:32Marc D’Amelio - 23:38In this episode:Marc D'Amelio, @marcdamelioBertha Coombs, @berthacoombsJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKelly Evans, @KellyCNBCCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
17 Elo 202330min
Target Slashes Targets, TweetDeck is X’d, & Covid Has a New Strain 8/16/23
Target slashed its sales and profit expectations in its latest quarterly report. CNBC’s Courtney Reagan and Forrester Research’s Sucharita Kodali explain the retailer’s troubles, from inflation-conscious shoppers to Pride month backlash. A new strain of Covid-19 is hitting the American South and West; former FDA Commissioner Dr. Scott Gottlieb explains the risks, the relevance of vaccinations and boosters for immunity, and this phase of endemic Covid. Plus, there are new court filings in the federal case against FTX founder Sam Bankman-Fried, a new deal could breathe life into Wheels Up stock, X Corp. has rebranded Tweetdeck, and Cava is hoping to satisfy Wall Street’s appetite. Sucharita Kodali - 15:47Courtney Reagan - 12:14Dr. Scott Gottlieb - 24:39 In this episode:Sucharita Kodali, @smulpuruScott Gottlieb, MD, @ScottGottliebMDCourtney Reagan, @courtreaganMelissa Lee, @MelissaLeeCNBCJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
16 Elo 202332min
No Landing is Not Ok; Zombie Office Buildings and Climate Change on Trial on Montana 8/15/23
While the Fed hopes for a soft landing for the economy, “no landing” may not be acceptable and could require additional rate hikes. CNBC’s Steve Liesman reports on the latest economic data and what it signals for Federal Reserve policy. Former Kansas City Fed President Esther George weighs in on what the Fed is watching in the economy. Commercial real estate CEO Scott Rechler of RXR says that some office buildings have what it takes to lure remote workers in and some just won’t make the cut. Plus, Home Depot’s sales slide, Tesla’s launches cheaper versions of Model X and Model S and young climate activists in Montana get a big win in court. Esther George: 19:37Scott Rechler: 30:59 In this episode: Courtney Reagan, @courtreaganScott Rechler, @scottrechlerSteve Liesman, @steveliesmanMichael Santoli, @michaelsantoliJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
15 Elo 202337min
