Our anchors begin today’s show with Cohesity CEO Sanjay Poonen discussing cybersecurity demand after Palo Alto Networks beat the Street in its latest earnings. Then, Wedgewood Partners CIO David Rolfe offers his bull case for Taiwan Semiconductor, and incoming Kraken CEO Dave Ripley offers an inside look at the crypto exchange as turmoil continues to overtake the digital currency landscape. Next, Bernstein analyst Mark Shmulik weighs in on calls for layoffs at Alphabet, and CNBC’s Kristina Partsinevelos breaks down chip equipment maker Applied Materials’ recent results. Later, our Jon Fortt shares highlights from his interview with Intel Executive Vice President and data center chief Sandra Rivera, and CNBC’s Scott Cohn reports on the upcoming sentencing of Theranos Founder Elizabeth Holmes. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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