Episode Details

Our anchors begin today’s show highlighting the underperformance of fintech, with insight from Mizuho Managing Director Dan Dolev on opportunities within the sector. Next, CNBC’s Mike Santoli joins to cover the mega-cap stocks driving the market’s latest rally. Evercore ISI Head of Internet Research Mark Mahaney also focuses on his top five product development catalysts in 2022, including Uber’s subscription service and Netflix branching into gaming. Then, our Deirdre Bosa takes a look at how Apple, Alphabet and other tech firms are spending massive amounts of cash, and CNBC’s Josh Lipton covers strong performers in the cybersecurity sector. Later, our team recaps CNBC’s final quarterly stock report of the year, and New York Times reporter Maureen Farrell discusses her recent article on tech’s favorite tax loophole. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.