Want to create an interactive transcript for this episode?
Podcast: TechCheck
Episode: Nelson Peltz Launches Proxy Fight with Disney, December CPI Data Shows Inflation Easing & Box CEO Aaron Levie on Software Outlook 1/12/23
Description: Our anchors begin today’s show with New York Times columnist Jim Stewart discussing billionaire investor Nelson Peltz’s activist firm launching a proxy fight against Disney. Then, OptionsPlay Chief Strategist Tony Zhang analyzes the impact of this morning’s CPI data on mega-cap tech, and CNBC’s Melissa Repko reports on Walmart’s new partnership with Salesforce. Next, CNBC’s Kristina Partsinevelos covers chipmaker TSMC’s latest results, and CNBC’s Frank Holland looks at e-commerce surging to start 2023. CNBC’s Frank Holland also explains why a dramatic drop in capital gains from IPOs, stock sales and options is weighing on Califo...