Bullish Sentiment on Semis, UBS’ Top Internet Picks & Samsara CEO on IPO Day

Our anchors start of the morning with a bunch of bullish street calls on semis. Then, UBS Analyst Lloyd Walmsley joins to talk about his top picks in the internet space. Next, CNBC’s Ylan Mui is here to cover tech executives meeting with the Biden Administration to discuss broadband access. We also have our own Deirdre Bosa join from vacation with breaking news out of Airbnb! Then, CNBC’s Bob Pisani is here to cover the significant fluctuations we’ve seen in tech valuations ahead of the Fed meeting this afternoon. Next, we have Former Cisco Systems CEO John Chambers to share where he sees opportunity in tech as we head into 2022. Plus, CNBC’s Jennifer Elias joins to bring us the scoop on Google’s vaccination rules. And later, Samsara Co-Founder and CEO Sanjit Biswas joins live from the New York Stock Exchange ahead of the company’s IPO.