Our anchors begin today’s show with CNBC’s Mike Santoli covering the Nasdaq’s rally to end the month. Then, our Julia Boorstin reports on streaming giant Spotify taking steps to prevent the spread of Covid misinformation, and Citi Managing Director Jason Bazinet joins after upgrading Netflix and Spotify. Next, chipmaker Micron CEO Sanjay Mehrotra shares his expectations for the industry following a record year for global semiconductor sales, and GGV Capital Managing Partner Jeff Richards discusses software amid strong earnings for sector names including Microsoft, Qualtrics and ServiceNow. Later, CNBC’s Dom Chu covers investors pulling money from Cathie Wood’s ARK Funds to start 2022, and D.A. Davidson Senior Research Analyst Christopher Brendler visits for a closer look at fintech company Affirm.
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