jon fortt with this episode of "workingun." > ill ahead, calling workers back to the office but a lotmbers, next. my name is douglas. i'm a writer/director and i'm still working. in the kind of work that i do, you are surrounded by people who are all younger than you. i had to get help somewhere along the line to stay competitive. i discovered prevagen. i started taking it and after a period of time, my memory improved. it was a game-changer for me. prevagen. healthier brain. better life. you're a one-man stitchwork master. but your staffing plan needs to go up a size. you need to hire. i need indeed. indeed you do. indeed instant match instantly delivers quality candidates matching your job description. visit indeed.com/hire check out this vrbo. oh man. ♪♪ come on. ♪♪ ♪♪ ♪♪ ♪♪ ♪♪ ♪♪ alright, so...cordless headphones, you can watch movies through your phone? and y'all got electric cars? yeah. the future is crunk! (laughs) anything else you wanna know? is the hype too much? am i ready? i can't tell you everything. but if you want to make history, you gotta call your own shots. we going

comes right out, bang, bang, because that's part of the issue. >> jon, as always, thank you our jon fortth working lunch. >> interesting characters, jon does >> always. we still have more "power lunch. as we head to break, a quick check on markets, which are holding up strongly in the face of rising rates, off the highs by 150 points but the dow still up 216 (naj) at fisher investments, our clients know we have their backs. (other money manager) how do your clients know that? (naj) because as a fiduciary, it's our responsibility to always put clients first. (other money manager) so you do it because you have to? (naj) no, we do it because it's the right thing to do. we help clients enjoy a comfortable retirement. (other money manager) sounds like a big responsibility. (naj) one that we don't take lightly. it's why our fees are structured so we do better when our clients do better. fisher investments is clearly different. >>> welcome back, everybody. take a look at shares of mandiant, which just reopened after being halted after reporting that microsoft was thinking about a dpeel we're rea

it is jon fortt. you said the friends story posting and viewing per daily active user hasn't returned to pre--pandemic levels give us a concern over lockdowns or vaccination rates have affected engagement and usage of the platform and your prospects on being able to monotize more users going forward. >> if we look at the year over year numbers, we saw friends story viewing decline. viewership of premium content and content spotlight increased. this is pretty consistent with the overall trend during the pandemic where people essentially said there was a big surge in the beginning where everyone was posting and updating friends on what they were doing throughout the pandemic, there were less interesting things to post people were stuck at home and stories less interesting it will be interesting to see how this evolves as we progress through the pandemic and people get out with friends and start to have more funning together out in the world it is something we are keeping a close eye on. >> evan, somethi

we're joined be john blackeblackledge and jon fortt. gen, good to see you both. a buy rating on amazon we can talk about control of costs, strength of advertising and the cloud business, but you did also have net income rising as sharply as it did because of pretax valuation tied to arrive jan. walk us through the quality of this report and your takeaway. >> >> people like through that, and the 1q guide was also good we found investor expectations seem to be lower thanle sell side consensus estimates were, so to your point, amazon had a big beat, 39% above consensus it was a little below our estimates, but in line with buy side from what we can tell, and from 1q, 3 to 6 billion was a range that was right around the sell side, and we think it was above the buy side amazon has also come in above the high end of the op income guide ranges, and that's why i think you've seen the 12% up side today, and we reiterate outperform >> jon fortt, you've been covering this company a long time, covering it, watches the growth on the one side, you have e-commerce and the retail

i'm carl quintanilla with deirdre bosa and jon fortt today, bookings up 59 year on year hearing fromrian chesky about the quarter and reality check roblox misses. shares down 24%. shopping for growth. shopify warns 2022 revenue won't rise as much as last year. stock down shopify's harley finkelstein is with us shortly. >> and dig into airbnb shares. edging higher on back of earnings topping wall street estimates. driving results, airbnb's average daily rates up 20% year over year. up 36% over two years. caught up last night with the ceo brian chesky he attributed this to inflation and told me rising inflation could be an opportunity to attract more hosts to the platform have a listen. >> the only other thing i'd say about inflation, hitting families and people around the world hard just like people were financially constrained in the 2008 economic crisis turned to hosting. an opportunity for many to consider hosting. >> in miami as part of his own airbnb tour told me he plans on listing his own home to understand the supply side of the business better and platform also seeing increas

techcheck" starts now ♪ ♪ >>> good monday morning and welcome to "techcheck" i'm deirdre bosa with jon forttrl is off today. global markets on the move as investors weigh the impact of increased sanctions, heightened volatility and exclusion of russia's biggest banks from s.w.i.f.t. from financials to crypto, we're breaking down the impact >>> plus, russia and ukraine's information war. how companies across the social space are dismantling vladimir putin's media machine. >>> finally a check on the chips. do not miss qualcomm talking global growth, supply chains and a whole lot more, jon. >> yeah. dee, stocks are mixed today. tech is the outperformer the nasdaq in the green yet again and what's already been a volatile response over the day and the last ten days. today the market responding to increased sanctions in western countries pledged to remove russian banks access to s.w.i.f.t., which connects financial institutions around the world. leslie picker has more on the sanctions and the possible financial fallout. leslie >> hey, good morning, jon. the concern surrounding s.w.i.f.t. is sancti

i'm carl quintanilla with deirdre bosa, and jon fortt and julia boorstin with us for the feed tech ising to claw back early losses after a sharp drop following that harder than expected inflation number now at the highest level since '82. ten year has gotten back above 2% and financials and energy are leading as a result. disney does bring the magic back uber delivers while twitter appears to be the only buyer of its stock. we have you covered on all the earnings of the morning. >>> then the world's richest crypto billionaire looks to diverse fie. the ceo of binance will join us after his big invest nmt forbes. we'll start with disney the stock popping after the company posted a beat on top of the bottom line, got strength in streemg. that was a big theme this quarter adding 12 million subs in that time julia talked yesterday who reaffirmed the company's subscriber goal. >> we're reaffirming our guidance of 2030 to 2060 as we gave last december that's been our target that continues to be our target and really what's driving us what we said great content we'll have more franchise-added

i'm carl quintanilla with jon fortt and dierdre bosa the nasdaq is more than 13% off the all-time highthis hour, we're going to look at one sector badly beaten down. talk about what buying opportunities may lie ahead. >>> we'll talk to the ceo of arista network plus, the ceo of f5 joins us, focusing on cloud security >>> intel continues its spree of acquisitions we'll get more on this $5.4 billion deal for tower semi. >>> we're going to start with the markets. what names are leading the nasdaq higher this morning as it outperforms? dom chu with that. over to you. >> nasdaq-focused trading day. it is an outperforming it often is the most volatile part of the market carl memntioned that 13% drop from the record highs we are still at right now just to put it in visual context, from those highs, this is what down 13% looks like overall. we are still below some of the longer averages or trend lines for the nasdaq, but trying to find some base we'll see if it lasts. within that particular trade, the s&p 500 technology sector overall is still down roughly 11% from the record highs that we've

hundreds of billions of dollars on pace for the worst day ever blaming apple's policy changes bring in jon fortt and jason hellstein. put it in context and the details. what went wrong and how bad is it at facebook >> what went right is kind of the question yes it is ugly how ugly is it an awkward stage or a permanent ugly stick beating misses on revenue, profit. you also had the problem of facebook saying that apple's idea, the changes to the operating system that prevent tracking without permission, are hurting facebook more than expected and said to expect a $10 billion headwind revenue-wise in the rest out year because of that and then the front loading in q4 with advertising spending and might have been with the ways people expects logistical difficulties, shortages and therefore more buying in the early part of the season versus the end. that might have affected facebook but something about this, interested to hear what jason says about this. facebook mentioned tiktok so much that they said that cap x was going to be standard and there was so much bad news here it feels like they leave roo

. ♪ ♪ >>> good wednesday morning i'm carl quintanilla with deirdre bosa and jon fortt today.habet surging, with a plan 20 for 1 split. meantime investors splitting up with paypal, shares on the pace for the worst day in several years. it's a tough year for fintech as well sales are up 68 year on year, dee. >> carl, we'll start with alphabet, surging and what its results signals for the rest of big tech a stock split, shares shooting higher, more than 6.5%, up more than 10% at the open, so just this massive revaluing of alphabet big tech mostly survives that selling we have seen over the last few weeks, the 50% drawdowns in softwares and ipos, but it was down nearly 5% going into the print year to date. a lot of focus has been on alphabet's valuation after today's move, up more than 50% over the last year, revenue was up more than 30% year over year, free cash flow, some $140 billion in cash and cash on hand if you look at the pe ratio, alphabet and meta are the best deals. netflix, amazon trade at 45 and 80 times forward pe. this value is here, but alphabet, of course, this g

. >> i'm jon fortt look what's driving action investors remain laser focused on any developments out of eastern europe including fresh sanctions in the u.s. targeting the nord stream 2 pipeline consumer discretionaries hit particularly hard today. home depot slipping again and names like tesla, and tjx falling as well and energy leader in the market best performance sector today and only sector in the green month to date. no surprise there. we have got 59 minutes left to go in the session, leslie. >> interesting one indeed. coming up on today's show, value investors share's take how to navigate this uncertainly market scott black tells us if he thinks it's wise to buy a big pullback seen of late? and results from ebay. we'll bring you all numbers and speak with ceo of imax before his call >> shopping, traveling, driving. okay focus on the big story bob pisani tracking action at the market, losing more steam and talk about latest developments in eastern europe, alex birdo from eurasia group. >> at lows of the day, jon important to watch the technical levels because we're approaching t

. >> i'm jon fortt look what's driving action investors remain laser focused on any developments outctions in the u.s. targeting the nord stream 2 pipeline consumer discretionaries hit particularly hard today. home depot slippinai

before shopify, so what about the process for finding time on the calendar for that important call jon fortt has more with the ceo who is working that problem with a $3 billion startup, not a company i knew about, but apparently, one you know and use. >> yes, indeed, tyler. now you might have heard about calendly last week when a twitter rant bashing the scheduling startup went viral when users defended it not only do i happen to use calendly, i caught up with the founder and ceo. as you might expect, he's lived life a bit ahead of schedule he grew up in nigeria where he went to high school two years early and had to learn to socialize when he didn't fit in. >> my mom was a really, really strict person so as soon as school was over, i went home and stayed home and played in the neighborhood with my neighborhood kids, but i wasn't allowed to go to parties with my school friends i think what it just gave me is just, i had to rely on, i had to rely on you know, charisma, maybe a little bit of a sense of humor to become friends with people who were two years older than me and not get bullied bec

. >> john, thank you jon fortt with the latest on call come.s a banner day for semiconductors in general. what do you make of this print >> i think the qualcomm quarter is great not only is the quarter great. look at the guide. look at the guide they gave for the second quarter it's wonderful, it shows, again, they have some visibility. you can say why is the stock down in the after hours? i would submit one of the reasons, it had a huge day up in the first place and i think the market is probably just selling everything on the back of what we've been talking about for the last 19 minutes. but if you just look at qualcomm on valuation, this stock should be significantly higher than about $210, $215, and i think it's going there and we've been saying this now for months about qualcomm. >> steve, you like qualcomm? >> i do. and first of all, my position on the chip space is that i think there's going to be a glutton of chips going forward. i think everyone is over-ordering and it's going to be a headwind for the entire space. but if you look at t

i'm carl quintanilla with jon fortt and deirdre bosa today the harsh calling of winners and losers iss the metta market or the apple market nasdaq trying for its sixth positive day in the last seven. >>> plus, should peloton be peddling a sale? who makes sense as a possible buyer. we'll discuss. >>> bitcoin up 35% since sitting low 35k in late january. we'll answer a key crypto tax question this hour with bitcoin back above 43k, dee. >> we start with a stock rocketing higher today that of course is peloton, up 21%, just this morning, which given the company's downhill turn just takes it back to where it was trading, oh, two weeks ago multiple poll reports say amazon is floating an acquisition and nike bidding as well and one asking if apple is natural buyer. it raises new issues for tech investors in big tech should the biggest companies be acquiring growth especially given the huge draw downs we have seen in valuation. microsoft lost out on tiktok but certainly been ann acquirer more recently is that why we're seeing $10 billion of metaverse investment? peloton's market cap, guys, ne

i'm carl quintanilla with deirdre bosa and jon fortt why cybersecurity mandian may be nadella's next target. a hailstorm for lyft, a deep dive in those earnings as the stock has a nice u-turn. an exclusive with the new ceo of arm, what's next after nvidia's historic deal for the chipmaker collapses. >> we're going to start with meta, a severe dropoff, that brought the stock below $600 billion market cap, now recovering a bit $615 billion interesting level here, lowest level since may of 2020, given it might help the company f formerly known as facebook dodge antitrust scrutiny is the tiktok tumble just beginning? joining us this morning to discuss, baeri annan. how much do you think is reversible if they can demonstrate tangible progress in this new growth area >> i think so when it comes to meta they are so well positioned with virtual reality hardware and having a captive audience, ready to experiment in this space, like they can't turn the corner we can't underestimate the impact tiktok had on meta and they're going to be a voracious competitor for a long time for zuckerberg to be

." ♪ >>> welcome back i'm jon fortt with carl quintanilla.were briefly in the green today but fell quickly toward the lows of the session, where we still are the nasdaq and the dow both down almost a percent s&p down over a little more than a half percent airbnb, tesla, netflix are lagging. maybe we'll get a check on what's happening live on the ground in ukraine, and the then the possible impact for the market >>> first, let's get a news update from rahel solomon. >> at this hour, as mentioned, stocks are down on the day major indexes are still well above the overnight lows, even after president putin asked lawmakers to use force outside of russia. oil and natural gas prices are well-off their earlier highs >>> shares of home depot extending their losses despite quarterly results that mostly passed estimates sales were up strongly, but gross margins fell as labor and transportation costs increased home depot is by far the biggest loser in the dow right now >>> macy's up nearly 10% before pulling back it surpassed estimates with help from sur

i'm carl quintanilla with jon fortt and deirdre bosa we have a news update with rahel. >> here's what'sng this hour pfizer shares are down about 4%. fourth quarter profits were strong, but guidance for the year is on the week side, especially for covid vaccine and anti-viral pills pfizer shares are down about 15% this year. >>> harley-davidson stock soaring 14% on a surprise profit last quarter the motorcycle maker also posted q4 revenues that were 50% above estimates. harley-davidson giving encouraging guidance for this year >>> profits at dupont getting a boost. the materials maker raised its dividend by 10% and announced a $1 billion stock buyback plan. shares were up 5% today. >>> and china's imports of u.s. goods last year fell 40% short of what was promised under a trade deal negotiated by former president trump. overall, u.s. trade numbers were released the trade deficit jumped 27% last year to a new record. december's deficit was smaller than expected. carl, back to you. >> rahel, thank you. >>> time for a gut check as we set on take 2 interactive. it is a miss on revenue, and d

welcome to "techcheck" i'm carl quintanilla with deirdre bosa and jon fortt.gh geopolitical take this morning but in the midst of all that, doordash shares are surging after delivering some strong results we'll get a deep dive on those numbers and why some pandemic trends might be here to stay >>> nvidia takes a pause after massive run in '21 we'll break down why shares are down 8%. >>> dan lo, his $1 trillion bet. what he thinks the market is missing on amazon in a moment, jon. >> yeah. but carl, we will begin today's feed with a check on delivery as doordash shares now up about 12%. taking us back to levels seen, well, couple weeks ago going through the numbers, gross order volume was up 36% with average order volume steady, meaning the reopening might not be as big of a head wind to delivery names as some assume. monthly active users, people who placed an order on the app within the last month growing double digits to a record 25 million. some analysts not thrilled with the cost guidance, though. ceo tony shu says they will continue to invest in expansion,

i'm carl quintanilla with deirdre bosa and jon fortt today, bookings up 59 year on year hearing

. ♪ ♪ >>> good wednesday morning i'm carl quintanilla with deirdre bosa and jon fortt today.g, with a plan 20 for 1 split. meantime investors splitting up with paypal, shares on the pace for th

i'm carl quintanilla with deirdre bosa and jon fortt why cybersecurity mandian may be nadella's next

qualcomm also just out jon fortt with those numbers. >> yes, sir.e stock ran up more than 6% during the day. it it is down after hours but the numbers are beat, you know, reporting revenue of 10.7 billion dollars non-gap, $2.17 nongap eps and the guide is to a range of 10.2 to $11 billion. so 10.8 at the mid-point $2.80 to $3 etf. 290 there at the midpoint. just got off the phone with christiano, the ceo talking about the quarter and he points out android was strong overall really benefited from high-end demand high-end tablets's in china, demand strong as well. particularly because as huawei struggled demand flowed to honor and other brands that really focused on high-end and high-end snapdragon chips from qualcomm at the same time, demand out strips supply, he said they have been doing a good job in his view being able to supply what they have, but demand remains strong, guys a lot more i could get into from christiano, but that is a bit just off the top >> jon, thank you. >>> qualcomm down about 14%. a big run today. don't miss jim cramer's inter

welcome to "techcheck" i'm carl quintanilla with deirdre bosa and jon fortt. shares are surging after delivering some strong results we'll get a deep dive on those numbers and why some pandemic trends might be here to stay

i'm carl quintanilla with deirdre bosa, and jon fortt and julia boorstin with us for the feed tech is drop following that harder than expected inflation number now at the highest level since '82. ten year has gotten back above 2% and financials and energy are leading as a result. disney does bring the magic back

i'm carl quintanilla with jon fortt and deirdre bosa today the harsh calling of winners and losers ishe last seven. >>> plus, should peloton be peddling a sale? who

techcheck" starts now ♪ ♪ >>> good monday morning and welcome to "techcheck" i'm deirdre bosa with jon forttrs weigh the impact of increased sanctions, heightened volatility and exclusion of russia's biggest banks from s.w.i.f.t. from financials to crypto, we're breaking down the impact >>> plus, russia and

i'm carl quintanilla with jon fortt and dierdre bosa the nasdaq is more than 13% off the all-time highng opportunities may lie ahead. >>> we'll talk to the ceo of arista network plus, the ceo of f5 joins us, focusing on cloud security >>> inte