TikTok Concerns, Netflix vs Disney, and Goldman's Communicopia Conference Expectations

Our anchors begin today’s show with CNBC’s Mike Santoli analyzing the rebound in select growth stocks, and BMO Wealth Management Chief Investment Strategist Yung-Yu Ma offers his long-term bull case for cybersecurity and enterprise software. Next, Zscaler CEO Jay Chaudhry discusses the cloud security company’s latest earnings beat, and CNBC’s Kristina Partsinevelos reports live from the groundbreaking ceremony for Intel’s chip factory in Ohio. Later, CNBC’s Kate Rooney covers the recent rise in crypto prices, and Union Square Advisors Co-Founder and President Ted Smith shares his outlook for M&A in software. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.