Software vs. Semis Amid the Sell-Off, FTC Sues to Block Nvidia’s Arm Acquisition & Marvell Technology CEO Matt Murphy on the Quarter

Our anchors kick off this Friday morning on semis vs. software amid the sell-off in the Nasdaq. Then, we focus on the FTC’s lawsuit to block Nvidia’s acquisition of chip designer Arm before speaking with Bessemer Venture Partners’ Byron Deeter on all things cloud. Also, Marvell Technology CEO Matt Murphy joins after the company beat third quarter estimates with revenue increasing by 61 percent. Then, CNBC’s Mike Santoli is here to take a look at the convergence in tech, IPOs and Cathie Wood’s Ark Fund. Next, DocuSign CEO Dan Springer joins to talk about his company missing revenue and billing guidance estimates, sending shares lower by 40 percent this morning. And later, CNBC’s Dom Chu highlights the biggest movers of the market sell-off and our Jon Fortt brings us a wrap-up of Cloud Week.