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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHollywood writers have galvanized each other and the public on their side amid strike: Matt BelloniMatt Belloni, Puck founding partner, joins 'Squawk Box' to discuss the latest in Hollywood strikes, the backlash facing 'The Drew Barrymore Show' as it reversed its initial decision to resume airing during the strike, the state of negotiations, and more.
Persons: Matt Belloni Matt Belloni, Puck, Drew Barrymore Organizations: Hollywood
Arm CEO Rene Haas and executives cheer, as Softbank's Arm, chip design firm, holds an initial public offering (IPO) at Nasdaq Market site in New York, U.S., September 14, 2023. Arm's Nasdaq debut on Thursday looks good for SoftBank, which just spun the company out after acquiring it in 2016. The UK-based chip design company saw its stock jump 25% to $63.59 after its IPO, lifting the company's fully diluted market cap to almost $68 billion. For now, there's not a big open market for Arm's stock. Of the $4.9 billion worth of shares SoftBank sold, $735 million were purchased by a group of strategic investors including Apple , Google , Nvidia, Samsung and Intel .
Persons: Rene Haas, Jay Ritter, there's, SoftBank, Masayoshi Son, We've, CNBC's David Faber, Matt Oguz, it's, , Oguz, Kif Leswing, SoftBank's Masayoshi, Arm's Rene Haas Organizations: Nasdaq, Wall, Nvidia, Semiconductor, U.S, University of Florida, Apple, Google, Samsung, Intel, Venture Science, AMD Locations: New York, U.S
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGreene: It's hard for the S&P 500 or the Nasdaq to rally without the mega-capsVictoria Greene, Founding Partner and CIO of G Squared Private Wealth, discusses mega-cap tech stocks and her top stock picks.
Persons: Greene, Victoria Greene Organizations: Nasdaq, G, Wealth
Reuters GraphicsReuters spoke to four shareholders that have launched activist campaigns who said that some big consumer goods companies are ripe for executive changes after failing to impress. Reuters GraphicsMany large consumer goods companies generally hold low levels of debt and are cash generative, said André Medeiros, managing director and Alvarez & Marsal's EMEA consumer and retail leader. 'ADVOCATING FOR MANAGEMENT CHANGE'Gianluca Ferrari, founding partner of investor Clearway Capital, said his firm had some consumer companies on its radar but declined to name them. He did not identify specific executives nor disclose the nature of his work with consumer companies. In October, Reuters reported that Peltz had approached former CEOs of consumer goods companies as candidates for the Unilever top job.
Persons: Danone's, Emmanuel Faber, David Samra, Samra, Alvarez, Marsal, André Medeiros, Nelson Peltz, Artisan's Samra, We're, Peltz, Heinz, Gianluca Ferrari, Ferrari, Clearway, Glanbia, Faber, Bluebell, Nicolas Ceron, Ceron, underperformance, Kraft Heinz, KHC.O, Andrew Hayes, Russell Reynolds, John Long, Korn, Long, Alan Jope departure's, Unilever's, Graeme Pitkethly, Hein Schumacher, Heinz's, Bill Johnson, Nelson, Richa Naidu, Matt Scuffham, Daniel Flynn Organizations: Artisan Partners, Reuters, Danone, Evian, Unilever, Consumer Products, Reuters Graphics Reuters, Reuters Graphics, Marsal's EMEA, Billionaire, Artisan, Cadbury Schweppes, Heinz, Trian, Bluebell Capital, shareholders, Bluebell, Diageo, Russell Reynolds Associates, Thomson Locations: York, H.J, Frankfurt, Western Europe, North America
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBob Iger doesn't have a lot of good options at Disney these days, says Puck's Matt BelloniMatt Belloni, Puck founding partner, joins 'Squawk Box' to discuss the options for Disney's Hulu, the contract dispute between Disney and Charter customers, and more.
Persons: Bob Iger doesn't, Matt Belloni Matt Belloni, Puck Organizations: Disney, Hulu, Charter
Iger told Chapek that he lived for those "two-shower days," according to people familiar with the conversation. In January 2020, Iger told Chapek the plan was back on. During his 27 years at the company, Chapek had only attended one annual meeting — as a guest in the audience. Bob Iger, Disney CEO, during a CNBC interview, Feb. 9, 2023. WATCH: Disney CEO Bob Iger's exclusive July 2023 CNBC interviewTake the 'A'During Chapek's tenure as CEO, Disney lost more than a quarter of its market value.
Persons: Elham, Bob Iger, Bob Chapek, Iger, wasn't, Chapek, Michael Eisner, , who's, he's, Clint Eastwood, Eastwood, Arthur Bochner, Jackie Hart, Kareem Daniel, Chapek —, Eisner, Michael Ovitz, Ovitz, Bob, Disney's, Kevin Mayer, Mayer, Bryan van der Beek, he'd, Tom Staggs, Staggs, Staggs —, Steve Jobs, cajoled Ike Perlmutter, George Lucas, Rupert Murdoch, Iger's, Susan Arnold, Arnold, Peter Rice, David Paul Morris, Rice, CNBC's Julia Boorstin, Mark Parker, Mary Barra, Michael Froman, Willow, Parker, John Donahoe, Roy Disney, Walt Disney, Stanley Gold, David A, CNBC Eisner, Big Bob, Little Bob, Christine McCarthy, Patrick T, He'd, McCarthy, Iger —, Coronavirus, Gavin Newsom, Michael Kovac, curtly, Nancy Pelosi, Chuck Schumer, Ben Smith, Smith, Disney, Randy Shropshire, Agnes Chu, Ricky Strauss, Chu, Strauss, Kevin Feige, Kathleen Kennedy, Who's, Alan Bergman, Bergman, Bob Kyncl, Daniel —, Iger didn't, Daniel rankled, Daniel, Chapek didn't, James Pitaro, Jesse Grant, CNBC Chapek, Jimmy Pitaro, Zenia Mucha, didn't, Mucha, Barbara Walters, Charles Eshelman, Scarlett Johansson, Scarlett Johansson —, Florence Pugh, Natasha, Yelena, " Johansson, Bryan Lourd, Johansson, Lourd, Steven Spielberg, Al Michaels, David Muir, Robin Roberts, Michael Strahan, Spielberg, Geoff Morrell, Alan Braverman, Alan Horn, Jayne Parker, Bochner, Claire Lee, Paul Richardson, Josh D'Amaro, Ron DeSantis, Morrell, Disney Animation —, George Floyd, Reba Saldanha, Reuters Chapek, DeSantis, Nicholas Maldonado, Octavio Jones, Chapek she'd, we're, " Morrell, CNN's Chris Wallace, Kristina Schake, John Skipper, Daniel steamrolled, Latondra Newton, Newton, Charles Krupa, Pitaro, NBCUniversal's Peacock, Dana Walden, Thomas Murphy, Josh Kushner, Privately, Schake, Barack Obama, Michelle Obama, Michelle Obama's, David Dee Delgado, Kara Swisher, hadn't, Netflix's, overhiring, McCarthy hadn't, Safra Catz, Kareem, DMED, Horacio Gutierrez, Justin Warbrooke, Alexia Quadrani, Bryan Castellani, Michael Buckner, Quadrani, Lindsay Lohan, Winnie, Nelson Peltz, Catz, Donald Trump's, they'd, Walden, Gutierrez, D'Amaro, Rich Polk, Walden he'd, Iger she'd, Mickey Mouse, Mark Rightmire, haven't, Indiana Jones, Halle Bailey, Ariel, Hamilton Faber, Rich Greenfield, Bob Iger's, — Mayer, McCarthy —, doesn't, they'll Organizations: Disney, Marvel, CNBC, Bloomberg, Getty, Walt Disney, Indiana University, Michigan State University, Shanghai Disney, Man, Hong Kong Disneyland, Walt Disney Parks, Resorts, Pixar, Fox, Chapek, Nike, General, Mastercard, Foreign Relations, University of Pennsylvania, Grogan, Disney's, Fallon, ABC, ESPN, ABC News, California Gov, New York Times, Disney confidants, Hollywood, Marvel Studios, Lucasfilm, Walt Disney Television, Walt Disney Studios, Hulu, HBO Max, Walt Disney Company, YouTube, Companies, Netflix, Apple, Disney Media, Entertainment, Stanford, Rights, Junior, petulant, Filmmagic, Brunswick Group, Covid, CAA, onetime Defense Department, Century Fox, Human, Florida Gov, Republican, Disney Animation, Reuters, Human Rights, HRC, Walt Disney World, Employees, American Foundation for Equal Rights, AP, Amazon Prime, Paramount, South Pacific, Capital Cities, Dow Jones, CVS, Kingdom, Variety, Trian Partners, Charter Communications, U.S, Comcast, Charter's, MediaNews, Orange, Allen, Co, Candle Media, Advisors Locations: Burbank , California, Midwestern, Brentwood, Los Angeles, Westlake Village, Iger, Hammond , Indiana, Shanghai, China, Hong, Fox, Willow Bay, Raleigh , North Carolina, Orlando, U.S, Hulu, Iger's Brentwood, coronavirus, Brunswick, Hollywood, Hawaii, Disney's, Marvel's, Anaheim , California, Montana, Florida, Rye , New Hampshire, Chapek, Hong Kong, California, missteps, South, DMED, Burbank, New York, India, Atlantic, Sun Valley , Idaho, America
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHollywood strike doesn't have an end in sight, says Puck's Matt BelloniMatt Belloni, Puck founding partner, joins 'Squawk Box' to discuss the current state of play for the actors and writer strikes, how cohesive the producer alliance is, and what Taylor Swift's concert in theaters means for the movie industry.
Persons: Matt Belloni Matt Belloni, Puck, Taylor Organizations: Hollywood
Indonesia has the 'highest potential' in ASEAN: Ikhlas Capital
  + stars: | 2023-09-04 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIndonesia has the 'highest potential' in ASEAN, private equity fund manager saysNazir Razak, chairman and founding partner of Ikhlas Capital, said Indonesia has a lot of domestic private equity and valuations have been "on the high side, if you take a long-term horizon."
Persons: Nazir Razak Organizations: Indonesia, Ikhlas Locations: Indonesia
In the letter, Bouaziz says Deel "may contemplate an acquisition offer" of Papaya Global. "The Deel leadership team and I have been following Papaya Global for quite some time now with great interest," Bouaziz wrote to Papaya's board of directors. A spokesperson for Papaya Global said in a statement that the company is not for sale. Papaya Global is an Israel-based payments processing startup that last raised at a $3.7 billion valuation in 2021 in a round led by Insight Partners and Tiger Global. He also floated the possibility of an eventual full takeover of Papaya Global, which would require the approval of its board.
Persons: Philippe Bouaziz, Bouaziz, Deel, Eynat Guez, Dovi Frances, Guez, Francis, onboarding, Andreessen Horowitz, Emerson, Alexis Ohanian, Elad Gil, Y, Goldman Sachs, Adam Schiff, Julie Su Organizations: Insight Partners, Tiger Global, Global, Coatue Management, Nike, Labor Locations: San Francisco, Israel
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailI'm a buyer on X's relevance in the 2024 presidential election, says Puck's Teddy SchleiferTeddy Schleifer, Puck founding partner, joins 'Squawk Box' to discuss the lifting of political ad ban on X, formerly known as Twitter, reversing a previous ban that had been in place since 2019, the social media platform's influence on the 2024 presidential election, and more.
Persons: Teddy Schleifer Teddy Schleifer, Puck
All three stocks have double-digit gains ahead of them, if the average FactSet analyst price target holds true. Still, the average price target rose by 2.4% to $118.90 a share, according to FactSet. KraneShares CSI China Internet ETF (KWEB) gained nearly 19% last month. "We expect the stock will remain volatile in the near term along with China internet peers on macro uncertainty," the report said. Loop has a $210 price target on Baidu, more than 50% above where shares closed on Friday.
Persons: Tencent, , Louis, Vincent, Jiong Shao, Nomura, Jialong Shi, Morgan Stanley, Alex Poon, NetEase, Rob Sanderson, — CNBC's Michael Bloom Organizations: Baidu, UBS, Hong, Barclays, China Internet, CSI China Internet Locations: U.S, Europe, China, Hong Kong, Barclays China, Tencent
Competition for buy-side jobs, including at private equity firms and hedge funds, can be fierce. Insider identified the 13 recruiting firms aspiring dealmakers and traders should know for a buy-side job. The buy-side hiring spree is expected to continue despite a slowdown in mergers and acquisitions — a cornerstone of private equity investing. BellCast Partners works with mega funds, middle market funds, infrastructure funds, impact funds, real estate private equity funds, sector-focused funds, sovereign wealth funds, family offices, and credit funds. Today it does searches in private equity, growth equity, distressed, credit, venture capital, hedge funds, family offices, and select investment banks.
Persons: headhunting, Brain O'Callaghan, John Arbolino, Arbolino, Amity, Pamela Esterson, Susanna Nichols, Nichols, Esterson, Danielle Caston Strazzini, Alison Bellino Johnson, BellCast, Caston Strazzini, Jill Pierce, Spencer Stuart, Pierce, , Brian O'Callaghan, it's, Renee Hylton, Keith Mann, Josh Grauer, Grauer, Mann, Adam Zoia, Annette Krassner, Katie Cunningham, Sarah Armstrong, Cunningham, Armstrong, Anna Brady, Janelle Matthews, Beth Grossman, Brady, they've, Morgan Stanley Eleni Henkel, Henkel, Leah Trabich, HSP, Carlyle, Warburg Pincus, Adam Kahn, Kahn, Anthony Keizner, Keizner, Nina Swift, Marty Brady, Vedica Qalbani, Qalbani, Lindsey Mead, Jessica Wu, Michael Garmisa, SearchOne, Sheri Gellman, Gellman Organizations: Citadel, nab, Boothroyd, Co, Wall, Amity Search Partners, Palm Beach Staff, SG Partners, Bain Capital, Centerbridge Partners, Trian Partners, BellCast, Charlotte Staff, CPI, BellCast Partners, Investor Relations, Nashville, San Francisco, Wharton, Harvard, Stanford, New York Staff, Partners, San Francisco Staff, Los Angeles Staff, TPG, Thoma Bravo, Bessemer Venture Partners, EQT, Elliott, Equity, KKR, ICONIQ, Spectrum Equity, Henkel Search, Search Partners, New York, Oxbridge, Nashville Staff, Time Warner, Indiana University, SG Locations: New York, San Francisco, Austin, San Diego, Chicago, Los Angeles , New York, Phoenix, West Coast, Los Angeles, NYC, California, United States, Boston, Dallas, Atlanta, Columbia, Latin America, Asia, Europe, San Francisco , New York, Bay, Gold, Los Angeles , Greenwich, Nashville, Amity, South Florida
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGreene: Investors still need to play defensive due to correlation between yields and stocksVictoria Greene, G Squared Private Wealth Founding Partner and CIO, discusses Nvidia, tech stocks, and the outlook for the Fed.
Persons: Victoria Greene Organizations: Greene, Private, Nvidia, Fed
Alexa von Tobel learned at Harvard University that money doesn't buy happiness. But despite her own financial success, von Tobel, 39, says she's derived the most happiness throughout her career from "the intangibles that money can't buy." "Through my time at Harvard's Happiness Lab during my undergrad years, I really gained a new perspective on what drives happiness," von Tobel tells CNBC Make It, adding: "What actually drives happiness are the simple routines and the daily rituals in our lives that create community and connectedness." In college, von Tobel earned Magna Cum Laude honors for a senior thesis on happiness in the small country of Bhutan, according to her LinkedIn profile. "The daily effort drives happiness, not the outcome," says von Tobel.
Persons: Alexa von Tobel, She's, von Tobel, she's, Von Tobel, Tal Ben, Shahar, Shawn Achor, It's, Warren Buffett Organizations: Harvard University, Northwestern Mutual, Harvard, CNBC, Magna Cum Laude Locations: Bhutan, LearnVest
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChina's emphasis will change from real estate to tech, says Mark MobiusMark Mobius, Mobius Capital Partners founding partner, joins 'Squawk on the Street' to discuss Mobius' perspective on investing in China, which sectors have investing opportunities, and much more.
Persons: Mark Mobius Mark Organizations: Mobius Capital Partners Locations: China
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailLSEG's Jharonne Martis and Again Capital's John Kilduff on rising risks for consumers and inflationJharonne Martis, Director of Consumer Research at LSEG, and John Kilduff, Founding Partner of Again Capital, discuss what retail earnings and rising gas prices mean for consumer spending and the outlook for inflation.
Persons: John Kilduff Organizations: Consumer Research Locations: LSEG
Even as family offices explode in size and number, they're increasingly prone to "group think" when it comes to investing, according to Tim Draper, a leader in early-stage venture capital. "There is a little bit of group think that happens in family offices," said Draper, founder of Draper Associates . "One leading family office says 'we're going to do middle market buyouts' and then they all do it. Family offices in recent years have quickly piled into certain asset classes, like private credit, direct deals and secondary private-equity, as they follow larger family offices. "In some ways we are are a family office, its just a decentralized family office."
Persons: they're, Tim Draper, Draper, Jesse, Adam, Jesse Draper, Draper's, Tim Organizations: Draper Associates, Skype, Ventures
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDisney's quarter was not as bad as feared, says SVB MoffettNathanson founding partnerMichael Nathanson, SVB MoffettNathanson founding partner, joins 'Squawk on the Street' to discuss Nathanson's overall take on Disney's Q3 earnings results, what will energize the stock price, and more.
Persons: SVB, Michael Nathanson
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe worst of the recession fears are behind us, says Atlas Merchant CEO Bob DiamondBob Diamond, Atlas Merchant Capital founding partner and CEO and former Barclays CEO, joins 'Squawk on the Street' to discuss if the current environment is better for banks, if bank health is all about inflows, and more.
Persons: Bob Diamond Bob Diamond Organizations: Atlas, Atlas Merchant Capital, Barclays
Da Ponte denied a Bloomberg report that the payments processor paused development of its stablecoin in February. But da Ponte argues this troubled backdrop is exactly why PayPal is poised to succeed. Then there's the hypothetical digital dollar that would be the Fed's take on a central bank digital currency, or CBDC. "We have a large base of consumers; we have a large base of merchants," da Ponte said of PayPal's "two-sided network." Da Ponte sees PayPal's more than 20-year tenure in the payments space as one of the company's chief advantages in the stablecoin market.
Persons: Jose Fernandez da Ponte, PayPal's, Da Ponte, Paxos, it's, Ponte, stablecoins, Nic Carter, Stablecoins, Carter, Andy Bromberg, Andreessen Horowitz, Bromberg, PYUSD, Jeremy Allaire, Allaire, Patrick McHenry, McHenry Organizations: PayPal, CNBC, Bloomberg, SEC, New, Regulators, Valley Bank, U.S ., U.S, Castle, Ventures, Companies, Eco, Coinbase Ventures, Paypal, Facebook, Financial Services, America Locations: U.S, New York, Bromberg, web3, United States, R, DexTools
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThis week is key in Hollywood writers' strike negotiations, says Puck's Matt BelloniMatt Belloni, Puck founding partner, joins 'Squawk Box' to discuss the latest in Hollywood strikes, why Friday's meeting between writers and studios was a setback, what's next, and more.
Persons: Matt Belloni Matt Belloni, Puck, what's
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMark Mobius says investors will diversify away from U.S. and into equities after Fitch downgradeMark Mobius, founding partner of Mobius Capital Partners, discusses Fitch Ratings downgrading the United States’ long-term foreign currency issuer default rating to AA+ from AAA.
Persons: Mobius, Mark Mobius Organizations: Fitch, Mobius Capital Partners, AAA Locations: U.S, States
Global stock markets tumbled on Wednesday after ratings agency Fitch downgraded the United States' long-term credit rating — but top economists say there is nothing to worry about. U.S. stock futures were sharply lower after the downgrade, pointing to a fall of almost 300 points for the Dow Jones Industrial Average at the Wednesday open on Wall Street. Current Treasury Secretary Janet Yellen described the downgrade as "outdated." Phillips said the downgrade "should have little direct impact on financial markets as it is unlikely there are major holders of Treasury securities who would be forced to sell based on the ratings change." Harvey noted that, ahead of the 2011 S&P downgrade, stocks were in correction territory, credit spreads were widening, rates were falling, and the global financial crisis "was still in the market's collective conscience" — whereas the conditions today are "almost the opposite."
Persons: Fitch, Larry Summers, Mohamed El, Erian, Summers, Janet Yellen, Goldman Sachs, Alec Phillips, Phillips, Wells, Chris Harvey, Harvey, Mark Mobius, they've, CNBC's Organizations: United, AAA, Dow Jones, U.S ., Allianz Chief, Treasury, Wells Fargo Securities Head, Equity, CNBC, ., Mobius Capital Partners Locations: United States, London, Asia, Pacific, Wells Fargo, U.S
The new campaign by the group working to pass the August measure, called Protect Women Ohio, includes a $4.5 million expenditure on two new 30-second television ads, as well as $1 million on statewide radio and digital ads. The ads continue a strategy by the group to tie the Aug. 8 measure, as well as a November ballot measure that would enshrine abortion rights in the state constitution, to parental rights restrictions. Protect Women Ohio’s ads and statements also argue that the presence of ACLU of Ohio in the pro-amendment coalition is evidence of a push beyond abortion rights. The group has also, so far, committed $25 million for ads to oppose the November ballot measure. If voters pass the threshold measure in August, then the proposed abortion rights amendment in November would need 60% support from voters to pass.
Persons: , Hunter, ” Hunter, Vivina Napier, you’ll, ” Napier Organizations: Protect, NBC News, Reproductive, Ohio Constitution Locations: Ohio, Women Ohio
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailYouTube can grow to a $240 billion standalone asset, says SVB MoffettNathanson’s Michael NathansonMichael Nathanson, SVB MoffettNathanson founding partner and senior research analyst, joins 'Squawk Box' to discuss the value of YouTube, why he believes it can grow from a roughly $40 billion business today to a more than $240 billion standalone asset, and more.
Persons: SVB MoffettNathanson’s Michael Nathanson Michael Nathanson, SVB
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