Making Markets

In this episode of Making Markets, we dive into Oracle's big result that sent its share prices soaring. We also look at Tom Siebel's C3AI $500 million DoD Win. Then we take a quick look back to last week where HPE, Salesforce, and Marvell all delivered growth in a turbulent week of trading.

Topics in order: Oracle, C3AI, Mobileye, Salesforce, HPE, Splunk, Marvell

In this episode of the Making Markets Podcast, host Daniel Newman sits down with Qualcomm President and CEO Cristiano Amon. They spend time diving into the company's most recent earnings, investor day, this week's Snapdragon Tech Summit, as well as discussing the company's big bets on Automotive, AI, and why retail investors should be looking closely at Qualcomm now and in the future.

On this episode of the Making Markets Podcast, host Daniel Newman covers a number of the big earnings over the past two weeks ahead of Thanksgiving including Zoom, NVIDIA, and Dell Technologies.

While Dell and NVIDIA enjoyed absolute massive results and the stock price surged, Zoom saw its shares sell off hard following better than expected results. Overall, this earnings season has proven strength resides across tech as semiconductors, SaaS, and infrastructure all outperformed.

On this episode of the Making Markets Podcast, host Daniel Newman welcomes Luminar CEO, Austin Russell to explore the company's recent quarterly results while also digging into a series of design wins including a selection as NVIDIA's reference design in its new Drive Hyperion 8 offering. The discussion looks closely at Lidar technology, how it is set to change the autonomous vehicle industry making the next generation of self-driving and assisted-driving cars safer and more intelligent.

On this episode of the Making Markets Podcast, host Daniel Newman welcomes Poly CEO, Dave Shull for a conversation on the outlook on the company's short to mid-term growth prospects as markets return to normal, mobility climbs, and offices open. Daniel and Dave take a brief look at:

• the company's recent earnings
• the impact of supply chain gaps on its revenue numbers, and
• the secular trends that will underpin the company's next wave of growth and innovation

On this episode of the Making Markets Podcast, host Daniel Newman is joined by Juniper Networks CEO Rami Rahim following the company's most recent slate of announcements and just a week after its earnings. Daniel and Rami discuss the company's product innovation, growth initiatives, and its migration to experience-first networking.

On this episode of the Making Markets Podcast, host Daniel Newman is joined by HPE CEO Antonio Neri following HPE's Securities Analyst Day. The conversation explores how the company intends to continue its growth journey to everything as a service and win over more investors in the process.

As Hybrid Cloud continues to be the path forward for companies seeking to digitally transform their business, HPE has gone all-in on enabling a seamless transition to the right mix of cloud and on-premise technologies. Neri shares the vision, the path, and what investors, press, and analysts must pay attention to when following the legendary Hewlett Packard Enterprise brand.

In this week's edition of the Making Markets Podcast, host Daniel Newman takes a look at Facebook's $10 billion dollar investment into the Metaverse.

He also looks at Microsoft's robust earnings as well as Apple and Amazon, which miss, but still leave room for optimism.

In this week's edition of the Making Markets Podcast, host Daniel Newman dives into the craziness that ensued when former President Donald Trump announced his new Truth Social which would go public via SPAC.

He also looks at the Paypal acquisition of Pinterest and why that may be a clever tie-up

A quick run down of earnings for Intel, IBM, Honeywell, and SAP

Upcoming guests on the show include HPE CEO Antonio Neri, Poly CEO Dave Shull, Juniper CEO Rami Rahim, and Luminar CEO Austin Russell.

On this episode of the Making Markets Podcast, host Daniel Newman shares his insights on why, over the next two weeks, we will have a barrage of earnings that start off with the like of IBM and Intel and continues on with Apple, Facebook, Google, AMD, Qualcomm, and more.

IBM spin off of Kyndryl.

Intel will be the litmus test for many of the IT OEMs, Device Makers, and Cloud Providers as we will get a peek at the Chip Production levels.

AMD's numbers will be important to watch in this space, too. Market Share could be swayed if supply problems impacted Intel or AMD adversely as OEMs sought to fill backlogs.

Apple heeded a few warnings that it is in fact having some supply issues, which could mean softer numbers after an array of great quarters.

Qualcomm will be one to watch in the mobile devices space. 5G handset numbers continue to grow, and Qualcomm is one of the leading suppliers in this space. I expect demand for 5G devices to remain high, and the company has done a good job of managing supply challenges but another data point will come from their quarterly results and handset shipment data.

Speaking of the Shortage Holidays Are Here

Here's what to expect from the holiday months:

The chip crunch will have an impact across a large swath of businesses this holiday season. Some of the efforts like opening the LA ports 24 hours will certainly help get more goods on store shelves.

Best Buy is taking advantage of this to create an exclusive shopper program at around $200 a year to get access to harder to get technology devices. It's a clever way to charge more and create customer loyalty rather than what automakers are doing which is just charging over list.

But the issues for retailers aren't just semiconductors. We've already talked about the timeline there. We have petrochemicals in short supply impacting plastics to paints. We have energy crunches in major manufacturing hubs like China that have caused factories to be temporarily shut down. The ports are overcrowded, but understaffed. We are diverting containers to more expensive air freight, which inflates prices and can't move nearly the same volume of good. And then at the end of the line, there are a lack of over the road and last mile truck drivers to get the goods we do have on shelves. It's a real dilemma.

Regulation in Focus, Again

The battle between consumer good, competition, and control of media and platforms rages on.

Apple Fights Back Against Epic as it asks for a stay to stop the ruling forcing it to allow developers to accept in-app payments not on the iOS Platform

Facebook Rebecca Haugen Whistleblower and the building pressure on Facebook is showing that there is a something that Republicans and Democrats can agree upon…Regulating Facebook.