Chinese Tech Sell-Off, A Look at Big Tech’s Future, the Bear Case for IBM & Burry vs. Wood

Kicking off today’s show with a look at the significant sell-off in Chinese tech stocks, then digging into Roblox earnings with Metaverse ETF Founder Matthew Ball. CNBC’s Courtney Reagan then helps us break down the latest Walmart earnings and where those e-commerce numbers stand. Next, we hear from Ruchir Sharma of Morgan Stanley Investment Management on his latest Financial Times Op-Ed. He wonders what it would take for big tech to fall. Oppenheimer’s Jason Helfstein also makes the case for his top two picks…Uber and Opendoor. Later, MoffettNathanson’s Lisa Ellis is an IBM bear and she’s telling us why. We also get the latest on that T-Mobile data breach from CNBC’s Eamon Javers. And Jeff Bezos suing NASA? We’ve got that too. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.