Analyst Interviews

Peak XV Partners, formerly Sequoia Capital India and Southeast Asia, has invested in over 400 companies in the technology, software, financial services and consumer space. They include fintech fi...

https://www.cnbc.com/video/2024/05/16/watch-cnbcs-full-interview-with-shailendra-singh-managing-director-of-peak-xv-partners-one-of-asias-biggest-venture-capital-firms.html

Rajiv Jain, chairman and chief investment officer at GQG Partners, discusses the Adani-Hindenburg saga and says the "vast majority" of allegations was "yesterday's news," adding that "markets hav...

https://www.cnbc.com/video/2024/01/18/gqg-partners-says-it-feels-vindicated-in-betting-on-adani.html

Harsh Kumar, Piper Sandler analyst, joins 'Squawk on the Street' to discuss his thoughts on Nvidia's earnings and why he believes the company gave 'perfect guide' for the quarter.

https://www.cnbc.com/video/2023/02/23/the-data-center-business-is-expected-to-accelerate-through-the-year-says-piper-sandlers-harsh-kumar.html

CNBC's Morgan Brennan joins 'Power Lunch' to report on Goldman Sachs' sweeping downgrade of key stocks in the defense sector.

https://www.cnbc.com/video/2023/01/13/goldman-downgrades-key-defense-stocks-to-sell.html

Matt Bryson of Wedbush Securities joins 'TechCheck' to discuss the swelling supply of semiconductors, bullish picks for the chip sector and the outlook for chip providers in gaming.

https://www.cnbc.com/video/2022/12/27/ai-is-a-wonderful-sector-to-be-in-says-matt-bryson-of-wedbush-securities.html

Brent Thill, Jefferies managing director, joins 'TechCheck' to discuss companies trimming spending on cloud computing, Amazon's positioning in the second part of 2023 and e-commerce spending cont...

https://www.cnbc.com/video/2022/12/27/short-across-the-board-we-see-slowing-in-consumer-spending-says-brent-thill-jefferies-managing-director.html

Vivek Arya, Bank of America managing director, joins 'TechCheck' to discuss the most 'obvious trade' over the next several years, what will happen to these stocks in the next year and the implica...

https://www.cnbc.com/video/2022/12/07/q4-or-q1-is-the-bottom-of-the-cycle-for-semi-stocks-says-bank-of-americas-arya.html

Edward Morse, Citi global head of commodities research, joins 'The Exchange' to discuss what he sees in the energy sector that gives him an outlier view, how the global oil market is faring and m...

https://www.cnbc.com/video/2022/11/18/we-have-a-bunch-of-bullish-news-that-the-oil-market-hasnt-responded-to-says-citis-morse.html

Michael Ward, The Benchmark Company auto analyst, and Garrett Nelson, CFRA senior auto analyst, join 'Power Lunch' to discuss the bull case for General Motors and Ford, Nelson's thoughts on Ford ...

https://www.cnbc.com/video/2022/10/24/youll-see-very-strong-earnings-from-general-motors-on-tuesday-says-benchmarks-ward.html

Ike Boruchow, Wells Fargo Securities senior equity analyst, joins 'Power Lunch' to discuss why he now believes there's a rebound in the retail sector, what he would be buying right now and more.

https://www.cnbc.com/video/2022/10/20/watch-cnbcs-full-interview-with-wells-fargos-ike-boruchow.html

Jason Helfstein, Oppenheimer head of internet research, joins 'Power Lunch' to discuss positive expectations for Netflix's earnings results, the cancelation reduction force of Netflix's new ad ti...

https://www.cnbc.com/video/2022/10/18/watch-cnbcs-full-interview-with-oppenheimers-jason-helfstein.html

Stacy Rasgon, Bernstein Research chip analyst, joins 'Closing Bell: Overtime' to discuss semiconductor stocks.

https://www.cnbc.com/video/2022/09/09/bernsteins-stacy-rasgon-weighs-in-on-semiconductor-rally.html

Vivek Arya, Bank of America Securities semiconductor analyst, joins 'The Exchange to discuss Nvidia, which reports earnings after the bell tomorrow. He also weighs in on Intel.

https://www.cnbc.com/video/2022/08/23/the-big-picture-with-nvidia-has-not-really-changed-says-bofas-arya.html

Colin Rusch, Oppenheimer, joins 'Closing Bell' to discuss Wolfspeed shares turning positive on the year.

https://www.cnbc.com/video/2022/08/18/oppenheimers-colin-rusch-on-wolfspeed-shares-theres-substantial-upside-to-earnings-growth.html

Nilay Patel, The Verge editor-in-chief, and Brent Thill, Jefferies analyst, join 'TechCheck' to discuss how the slowing digital advertising market is affecting employee treatment, what Thill is l...

https://www.cnbc.com/video/2022/07/26/a-lot-of-the-negativity-is-already-baked-in-to-alphabets-stock-says-jefferies-brent-thill.html

Kutgun Maral of RBC Capital Markets and Doug Creutz of Cowen join 'The Exchange' to discuss streaming stocks like Netflix, Paramount Global and Disney.

https://www.cnbc.com/video/2022/07/18/watch-the-full-discussion-on-disney-with-rbcs-kutgun-maral-and-cowens-doug-cruetz.html

Dave Sekera, chief U.S market strategist for Morningstar, joined CNBC’s Julianna Tatelbaum on Wednesday for a frank conversation on the market outlook.

https://www.cnbc.com/video/2022/07/13/cnbc-pro-talks-morningstaras-chief-u-s-strategist-on-stocks-to-beat-the-volatility.html

Vivien Azer, sr. research analyst who covers Altria for Cowen, joins 'Closing Bell: Overtime' to discuss the FDA announcement that it plans to ban Juul e-cigarettes. Altria owns 35% of Juul.

https://www.cnbc.com/video/2022/06/22/altria-shares-drop-on-potential-fda-ban-of-juul-e-cigarettes.html

The ‘Halftime Report’ investment committee — Steve Weiss, Pete Najarian, Joe Terranova and Karen Firestone — discuss CITI's bearish call on Intel and the company's outlook.

https://www.cnbc.com/video/2022/06/08/cnbcas-ahalftime-reporta-investment-committee-weigh-in-on-intel.html

Homebuilders have outperformed, and Evercore ISI homebuilder analyst Stephen King joins 'The Exchange' to explain why.

https://www.cnbc.com/video/2022/05/27/housing-demand-is-still-outpacing-supply-says-evercore-isis-kim.html

Mike Mayo, Wells Fargo analyst, joins 'Closing Bell: Overtime' to discuss why he raised his price target on Citigroup to $70 dollars.

https://www.cnbc.com/video/2022/05/17/wells-fargos-mike-mayo-says-theres-a-chance-for-citi-shares-to-head-higher.html

Dan Ives from Wedbush Securities joins 'Closing Bell' to discuss ride-sharing companies Lyft and Uber.

https://www.cnbc.com/video/2022/05/03/wedbush-securities-dan-ives-says-he-would-buy-lyft-and-uber.html

Helane Becker, Cowen, joins 'Squawk on the Street' to discuss what Delta's earnings results say about the airline industry, what she's watching and headwinds for the industry.

https://www.cnbc.com/video/2022/04/18/the-number-one-thing-were-concerned-about-is-summer-traffic-demand-says-cowens-airline-analyst.html

David Vernon, Bernstein Research managing director and senior research analyst, joins 'Power Lunch' to discuss why he likes the top airline companies, how he factors macroeconomic conditions affe...

https://www.cnbc.com/video/2022/04/12/we-think-youre-going-to-see-a-reopening-of-business-travel-says-bernsteins-vernon.html

Harsh Kumar, Piper Sandler senior research analyst, joins 'TechCheck' to discuss Kumar's hesitations around Micron's stock, what would lessen his concerns around Micron and whether the Chips Act ...

https://www.cnbc.com/video/2022/03/30/watch-cnbcs-full-interview-with-piper-sandlers-harsh-kumar.html

Steven Glass of Pella Funds Management talks about the sectors that benefit from quantitative tightening and his top stock picks.

https://www.cnbc.com/video/2022/03/29/fund-manager-reveals-his-top-stock-picks-in-the-semiconductor-sector.html

The "Halftime Report" traders debate a bullish call on AMD by Bernstein analyst Stacy Rasgon.

https://www.cnbc.com/video/2022/02/22/amd-upgraded-to-outperform.html

A few Chinese internet companies are expected to grow their market share as the regulatory environment stabilizes and government sets to stimulate the economy, says James Lee from Mizuho Securiti...

https://www.cnbc.com/video/2022/02/07/china-internet-sector-should-see-a-more-stable-regulatory-environment.html

Paul Sankey, lead analyst at Sankey Research, joins 'The Exchange' to discuss oil prices.

https://www.cnbc.com/video/2022/02/02/uncertainty-around-russia-could-cause-severe-spike-in-oil-says-paul-sankey.html

Toni Sacconaghi of Bernsten joins "TechCheck" to discuss Apple's record quarter, and also what the company's biggest struggles could be in the year ahead.

https://www.cnbc.com/video/2022/01/28/watch-cnbcs-full-interview-on-apple-earnings-with-bernsteins-toni-sacconaghi.html