TechCheck

By CNBC

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Phil
 Aug 19, 2021
Great Podcast, please bring it on YouTube as well

Description

TechCheck is home to the boldest ideas and most influential names in the tech industry. The bi-coastal program dives deep into stocks focused on new technologies and trends while highlighting the latest news out of iconic companies, FAANG heavyweights, social media darlings, streaming giants, red-hot disruptors and more. Every weekday, TechCheck offers investors compelling, in-depth reporting, analysis and news-making interviews from the most notable and disruptive founders and CEOs in the tech industry that will chart the future of the global economy. The daily podcast is hosted by CNBC’s Jon Fortt and Carl Quintanilla on the East Coast and Deirdre Bosa on the West Coast and features CNBC’s Senior Media & Entertainment Reporter Julia Boorstin from Los Angeles.

Episode Date
Elon Musk Takes Aim at Apple, AWS CEO Adam Selipsky on Cloud Outlook & Breaking Down Internet Activism in China 11/29/22
00:44:27
Our anchors begin today’s show with CNBC’s Steve Kovach and Bernstein analyst Toni Sacconaghi discussing Elon Musk taking aim at Apple’s relationship with Twitter. Then, our Julia Boorstin recaps Disney CEO Bob Iger’s town hall meeting with employees. Next, venture capital firm WndrCo Founding Partners Jeffrey Katzenberg and Sujay Jaswa join for a closer look at Iger’s return and the shifting media landscape, and our Jon Fortt shares highlights from his Cloud Week interview with Amazon Web Services CEO Adam Selipsky. Later, Emily Parker, author of “Now I Know Who My Comrades Are,” offers her perspective on internet activism in China, and CNBC’s Ylan Mui reports on a potential resolution to avert a nationwide rail strike.
Nov 29, 2022
Covid Lockdown Protests Sweep Across China, BlockFi Reportedly Plans to File for Bankruptcy & Appian CEO Matt Calkins Kicks Off Cloud Week 11/28/22
00:43:06
Our anchors begin today’s show with CNBC’s Eunice Yoon reporting on rare protests in China over the country’s “Zero Covid” approach, and CNBC’s Steve Kovach looks at companies with high exposure to China moving lower to start the morning. Then, Destination Wealth Management CEO and Founder Michael Yoshikami joins after naming Apple, Amazon and Disney as some of his top long-term picks, and CNBC’s Frank Holland breaks down sales forecasts for Cyber Monday. Next, Adobe Vice President of Growth Marketing & Insights Patrick Brown discusses e-commerce trends for the holiday season, and we circle back to the demonstrations in China with experts Gordon Chang and Ann Lee. Our Julia Boorstin also breaks down underwhelming box office numbers from Thanksgiving weekend, and CNBC’s Kate Rooney covers crypto lender BlockFi’s reported plans to file for bankruptcy. Later, enterprise software company Appian Founder & CEO Matt Calkins shares his outlook to kick off our annual Cloud Week.
Nov 28, 2022
Black Friday Ecommerce Expectations, Shopify President Harley Finkelstein & Apple’s Holiday Quarter 11/25/22
00:44:25
Our anchors begin today’s show with CNBC’s Kristina Partsinevelos and CommerceIQ CEO Guru Hariharan on shopping trends to expect this Black Friday and beyond. Then, our Julia Boorstin covers social commerce picking up steam and Shopify President Harley Finkelstein joins for more on ecommerce expectations this holiday season. Next, CNBC’s Eunice Yoon joins from Beijing to provide an update on lockdowns in China and their impact on Apple. Also, JPMorgan Analyst Samik Chatterjee is here to further break down the headwinds Apple is facing in its key quarter. Later, Mizuho Analyst Dan Dolev covers what’s in store for fintech as holiday shopping ramps up.
Nov 25, 2022
HP Announces Layoffs, Diving into Apple’s Holiday Demand & Klarna CEO Sebastian Siemiatkowski Shares Black Friday Outlook 11/23/22
00:42:39
Our anchors begin today’s show with CNBC’s Dom Chu breaking down the market impact of layoffs, guidance cuts and negative sentiment across tech. Then, Wall Street Journal Senior Personal Technology Columnist Joanna Stern discusses the potential for a consumer slowdown affecting PC sales, and CNBC’s Eunice Yoon reports on protests at one of electronics manufacturer Foxconn’s plants in China. Next, CNBC’s Eamon Javers shares headlines from the first day of FTX’s bankruptcy hearing in Delaware, and CNBC’s Jennifer Elias covers fears of mass job cuts at Google. Wedbush Securities Managing Director Dan Ives also offers his outlook for Apple’s holiday demand, and our Julia Boorstin takes a deep dive into a few social media alternatives to Twitter. Later, fintech firm Klarna Co-Founder and CEO Sebastian Siemiatkowski weighs in on what to expect from e-commerce and retail heading into the end of 2022.
Nov 23, 2022
FTX Makes First Appearance in Bankruptcy Court, Chainalysis CEO Michael Gronager on Crypto Turbulence & New Disney CEO Bob Iger Announces Restructuring Plans 11/22/22
00:44:24
Our anchors begin today’s show with CNBC’s Eamon Javers reporting on FTX’s first-ever appearance in bankruptcy court. Then, Baird analyst Will Power and Mighty Capital Founding Managing Partner SC Moatti join with their outlook for the software sector, and blockchain data platform Chainalysis CEO Michael Gronager joins to discuss FTX’s collapse. Next, we take a deep dive into the return of Disney CEO Bob Iger with our Julia Boorstin and Cowen analyst Doug Creutz, and CNBC’s Kristina Partsinevelos covers inventory concerns for chipmakers. Later, CNBC’s Frank Holland breaks down headwinds for UPS and FedEx as e-commerce volumes and consumer demand soften.
Nov 22, 2022
Bob Iger Returns as Disney CEO, Checking Consumer Demand Ahead of Black Friday & A Deep Dive into China Tech 11/21/22
00:43:09
Our anchors begin today’s show covering Bob Iger’s return as CEO of Disney with Julia Boorstin and New York Magazine Editor-At-Large and “Pivot” podcast host Kara Swisher. Next, Morgan Stanley analyst Erik Woodring shares his outlook for hardware demand heading into Black Friday. Then, we circle back to Disney’s leadership change with CNBC’s Dom Chu and Big Technology newsletter author Alex Kantrowitz, and CNBC’s Kate Rooney joins after sitting down with FTX Founder Sam Bankman-Fried on the crypto exchange’s collapse. Later, Grow Investment Group Chief Economist Hao Hong weighs in on China tech after the country reported its first Covid death in six months.
Nov 21, 2022
Palo Alto Networks Surges on Earnings Beat, Incoming Kraken CEO Dave Ripley on Crypto Turbulence & Covering the Upcoming Sentencing of Elizabeth Holmes 11/18/22
00:42:59
Our anchors begin today’s show with Cohesity CEO Sanjay Poonen discussing cybersecurity demand after Palo Alto Networks beat the Street in its latest earnings. Then, Wedgewood Partners CIO David Rolfe offers his bull case for Taiwan Semiconductor, and incoming Kraken CEO Dave Ripley offers an inside look at the crypto exchange as turmoil continues to overtake the digital currency landscape. Next, Bernstein analyst Mark Shmulik weighs in on calls for layoffs at Alphabet, and CNBC’s Kristina Partsinevelos breaks down chip equipment maker Applied Materials’ recent results. Later, our Jon Fortt shares highlights from his interview with Intel Executive Vice President and data center chief Sandra Rivera, and CNBC’s Scott Cohn reports on the upcoming sentencing of Theranos Founder Elizabeth Holmes.
Nov 18, 2022
Breaking Down Nvidia’s Q3 Earnings, Airbnb CEO Brian Chesky on Travel Demand & Sonos CEO Patrick Spence on Latest Results 11/17/22
00:44:05
Our anchors begin today’s show with Needham analyst Rajvindra Gill breaking down chipmaker Nvidia’s Q3 earnings, and lodging platform Airbnb Co-Founder and CEO Brian Chesky discusses post-pandemic travel demand and price transparency for customers. Then, Sonos CEO Patrick Spence joins for a closer look at the audio equipment maker’s latest results, and our Jon Fortt shares highlights from his interview with software company Nutanix CEO Rajiv Ramaswami at CNBC’s Technology Executive Council. Later, CNBC’s Kayla Tausche reports on the Biden administration’s strategy for safeguarding access to critical products by investing in the supply chains of like-minded countries.
Nov 17, 2022
IBM CEO Arvind Krishna on Demand Outlook, CoinShares CEO Jean-Marie Mognetti on Crypto Turbulence & FBI Voices Security Concerns Over TikTok 11/16/22
00:43:04
Our anchors begin today’s show with IBM CEO Arvind Krishna sharing his outlook for enterprise demand, consumer spending, and M&A opportunities in an exclusive interview. Then, CNBC’s Ylan Mui reports on the House Financial Services Committee planning a hearing on the collapse of FTX, and digital asset investment group CoinShares CEO Jean-Marie Mognetti joins with his thoughts on the broader turbulence in the space. Next, MoffettNathanson analyst Michael Morton offers his take on the broader e-commerce landscape, and our Julia Boorstin covers FBI Director Chris Wray’s security concerns over TikTok. Later, we take a deep dive into the latest round of sweeping layoffs across big tech with CNBC’s Steve Kovach and RBC Managing Director Brad Erickson.
Nov 16, 2022
What to Expect from Black Friday E-Commerce, Activist Investor Calls for Cost Cutting at Alphabet & Data Center Face Risks from Climate Change 11/15/22
00:49:40
Our anchors begin today’s show with CNBC’s Steve Liesman breaking down new data on household debt from the New York Fed, and CommerceIQ CEO Guru Hariharan weighs in on e-commerce trends after Walmart and Home Depot beat the Street in Q3. Then, UBS Managing Director Jason Katz joins with his bull case for cybersecurity, and CNBC’s David Faber shares breaking news on activist investor TCI Fund Management calling on Alphabet to cut costs. Next, CNBC’s Kate Rooney covers the latest in the collapse of crypto exchange FTX, and our Julia Boorstin takes a deep dive into media stakes revealed by major funds ahead of today’s 13F filing deadline. Barclays analyst Mario Lu also offers his take on discretionary consumer tech stocks, and CNBC’s Diana Olick shares new reporting on the risks imposed by climate change on data centers. Later, NYU Professor Arun Sundararajan discusses the importance of building effective and diverse workforces at CNBC’s Technology Executive Council Summit.
Nov 15, 2022
FTX Collapse Impacts Ad Markets, CFPB Director Rohit Chopra on Crypto Regulations & Finding Value in Chips and Cybersecurity 11/14/22
00:46:41
Our anchors begin today’s show with CNBC’s Steve Liesman outlining new data from the New York Fed showing rising inflation expectations, and CNBC’s Kate Rooney brings us the latest in the fallout from the collapse of crypto exchange FTX. Then, our Julia Boorstin discusses the impact of FTX’s implosion on the broader ad markets, and Consumer Financial Protection Bureau Director Rohit Chopra weighs in on regulations for digital currencies. Next, BMO Wealth Management Chief Investment Strategist Yung-Yu Ma shares his top picks across chips and cybersecurity, and Susquehanna analyst Mehdi Hosseini joins after upgrading chip equipment maker ASML to positive. Later, CNBC’s Frank Holland reports on corporate layoffs in focus at AfroTech, the largest Black tech conference in the country.
Nov 14, 2022
CNBC Special: Crocodile Of Wall Street & The Battle Over Billions In Stolen Bitcoin 11/11/22
00:46:03
CNBC takes you inside one of the largest crypto currency heists in history and delivers a revealing look at the investigation to recover $3.6 billion dollars in bitcoin. Hosted by Eamon Javers.
Nov 12, 2022
Galaxy Digital CEO Mike Novogratz & Shark Tank Investor Kevin O’Leary on FTX Collapse 11/11/22
00:49:29
Our anchors begin today’s show with CNBC’s Kate Rooney and crypto exchange OKX Managing Director Lennix Lai discussing FTX’s decision to file for bankruptcy. Then, Galaxy Digital CEO Mike Novogratz joins with his firm bracing to lose nearly $77 million linked to FTX, and SEC Commissioner Hester Peirce discusses ways to regulate the crypto industry. Next, FTX investor and O’Leary Ventures Chairman Kevin O’Leary discusses the platform’s collapse and his outlook for digital currencies, and Citi analyst Joseph Ayoub weighs in on what the FTX crisis means for crypto-related stocks. Later, our Julia Boorstin discusses a string of new executive departures at Twitter.
Nov 11, 2022
October CPI Data Sends Tech Soaring, FTX CEO Sam Bankman-Fried Faces Possible Bankruptcy & Unity CEO John Riccitiello on Q3 Results 11/10/22
01:00:06
Our anchors begin today’s show with Wall Street Journal reporter Gunjan Banerji breaking down October’s cooler-than-expected CPI data sending tech surging, and CNBC’s Frank Holland breaks down the WisdomTree Cloud Computing ETF’s best-ever trading day. Then, Satori Fund Founder Dan Niles weighs in on the broader market rally, and CNBC’s Kate Rooney brings us the latest on FTX as CEO Sam Bankman-Fried faces potential bankruptcy. Next, crypto exchange Bitstamp’s U.S. CEO Bobby Zagotta joins with his take on the fallout from the FTX saga. CNBC’s Mike Santoli and Wilmington Trust Head of Investment Strategy Meghan Shue also take a closer look at the Nasdaq’s gains to start the morning, and Unity CEO John Riccitiello discusses the video game software company’s Q3 results. Later, Newcomer Substack author Eric Newcomer joins for more on the collapse of FTX, and our Julia Boorstin checks in on media stocks responding positively to cooling inflation.
Nov 10, 2022
Akamai CEO Tom Leighton on Q3 Results, eToro U.S. CEO Lule Demmissie on Binance-FTX Deal & Gen CEO Vincent Pilette on Earnings 11/9/22
00:43:21
Our anchors begin today’s show with Production Board Founder and CEO David Friedberg covering newly announced layoffs from Meta and crypto exchange Binance’s plans to acquire rival platform FTX. Then, our Julia Boorstin takes a deep dive into Disney’s latest earnings miss, and Akamai CEO Dr. Tom Leighton joins with a look at the cybersecurity and cloud company’s performance in Q3. Next, we circle back to Disney and Meta with MoffettNathanson Co-Founder Michael Nathanson, and crypto exchange eToro’s U.S. CEO Lule Demmissie explains what the Binance-FTX deal means for the broader digital currency landscape. Later, Gen CEO Vincent Pilette joins to cover the cybersecurity company’s recent results and decision to change its name from NortonLifeLock.
Nov 09, 2022
Microsoft Gaming CEO Phil Spencer on Holiday Season Demand, Binance Announces Plans to Buy FTX & FCC Chairwoman Jessica Rosenworcel on Media Landscape 11/8/22
00:54:20
Our anchors begin today’s show with Oppenheimer analyst Martin Yang discussing the latest results from Activision and Take-Two Interactive, and Microsoft Gaming CEO Phil Spencer shares his outlook for the space heading into the holiday season. Then, Union Square Advisors Co-Founder Ted Smith weighs in on M&A opportunities in tech. Next, CNBC’s Kate Rooney delivers breaking news on crypto exchange Binance announcing plans to buy rival firm FTX, with analysis from Slow Ventures General Partner Sam Lessin and MoffettNathanson Partner Lisa Ellis. Later, our Jon Fortt shares highlights from his conversation this morning with FCC Chairwoman Jessica Rosenworcel at the Paley International Council Summit.
Nov 08, 2022
Apple Warns of iPhone 14 Shipment Slowdown, Truist Downgrades Tech Sector & GoDaddy CEO Aman Bhutani on Q3 Results 11/7/22
00:43:16
Our anchors begin today’s show with Moor Insights & Strategy CEO Patrick Moorhead discussing Apple warning of a major slowdown in iPhone 14 shipments. Then, CNBC’s Steve Kovach covers reports that Meta could be planning large-scale layoffs, and Truist Co-CIO Keith Lerner explains why he downgraded the entire tech sector. Next, Verge Editor-in-Chief Nilay Patel previews upcoming gaming earnings from Take-Two Interactive and Activision, and CNBC’s Seema Mody breaks down the top beneficiaries of investments in domestic chip manufacturing. We also take a closer look at global competition in semiconductors with “Chip War” author Chris Miller, and CNBC’s Frank Holland analyzes last week’s brutal losses for cloud stocks. Later, GoDaddy CEO Aman Bhutani takes a deep dive into the internet services platform’s Q3 results.
Nov 07, 2022
A Trio of CEOs on Quarterly Results: Twilio’s Jeff Lawson, Expedia Group’s Peter Kern & Microchip Technology’s Ganesh Moorthy 11/4/22
00:43:40
Our anchors begin today’s show with Wolfe Research Managing Director Darrin Peller breaking down earnings from fintech names Square and PayPal, and Twilio Co-Founder and CEO Jeff Lawson takes a deep dive into the enterprise software firm’s latest results and guidance. Next, Expedia Group CEO Peter Kern discusses the travel platform beating the Street in Q3, and we continue our earnings coverage with Microchip Technology CEO Ganesh Moorthy. Later, our Julia Boorstin looks at shares of Warner Brothers Discovery plunging after missing on revenue for the quarter, and CNBC’s Becky Quick recaps key headlines from Tesla CEO Elon Musk’s appearance at the Baron Investment Conference in New York City.
Nov 04, 2022
Confluent CEO Jay Kreps on Earnings, Robinhood Beats Estimates in Q3 & Equinix CEO Charles Meyers on Latest Results 11/3/22
00:42:48
Our anchors begin today’s show with Wells Fargo Chairman of Global Internet Investment Banking Bob Peck sharing his outlook for tech on the heels of yesterday’s Fed rate hike. Then, our Julia Boorstin breaks down Roku’s latest results sending shares lower, and Confluent Co-Founder and CEO Jay Kreps discusses the data management firm beating the Street in Q3. Next, CNBC’s Dom Chu covers tech names that could be at risk from more rate hikes moving forward, and CNBC’s Kate Rooney reports on trading platform Robinhood’s quarterly figures. Later, CNBC’s Ylan Mui takes a deep dive into PayPal Co-Founder Peter Thiel’s multimillion-dollar investment in the campaign of Republican Arizona Senate candidate Blake Masters, and Equinix CEO Charles Meyers joins as shares soar on the data center company’s results.
Nov 03, 2022
ZoomInfo CEO Henry Schuck on Q3 Results, White House Cyber Czar Anne Neuberger on Ransomware & Chegg CEO Dan Rosensweig on Earnings Beat 11/2/22
00:43:40
Our anchors begin today’s show with CNBC’s Kristina Partsinevelos breaking down chipmaker AMD’s latest earnings, and CNBC’s Dom Chu analyzes several key tech stocks that have rallied and fallen since the last Fed rate hike. Next, our Julia Boorstin discusses FCC Commissioner Brendan Carr calling on the U.S. government to ban TikTok, and CNBC’s Frank Holland covers Bank of America’s double downgrade on enterprise software firm Twilio. Then, ZoomInfo Founder and CEO Henry Schuck weighs in on the software company’s latest results, and Piper Sandler analyst Harsh Kumar offers his take on the volatility affecting semiconductor stocks. Later, CNBC’s Eamon Javers shares highlights from his interview with White House Cyber Czar Anne Neuberger, and Chegg CEO Dan Rosensweig takes a deep dive into the education platform beating estimates in Q3.
Nov 02, 2022
Uber Beats the Street in Q3, SoFi CEO Anthony Noto on Results & Previewing AMD’s Upcoming Earnings 11/1/22
00:43:31
Our anchors begin today’s show with Needham analyst Bernie McTernan discussing Uber beating the Street in Q3, and Destination Wealth Management CEO and Founder Michael Yoshikami weighs in on how to judge winning investments across big tech. Then, SoFi CEO Anthony Noto breaks down the personal finance firm’s latest results, and our Julia Boorstin reports on Disney+ testing an initiative giving subscribers access to certain Disney merchandise. Next, Goldman Sachs Managing Director Eric Sheridan explains what Uber’s Q3 means for gig economy names like Airbnb, DoorDash and Lyft, and CNBC’s Kristina Partsinevelos covers what investors should watch for as some of the biggest names in chips post earnings. Later, RXO CEO Drew Wilkerson offers a closer look at the truck brokerage business spinning off from freight transportation company XPO Logistics.
Nov 01, 2022
Onsemi CEO Hassane El-Khoury on Earnings, Previewing Uber’s Results & Anchorage Digital Announces Partnership with Apollo Global Management 10/31/22
00:44:19
Our anchors begin today’s show with CNBC’s Mike Santoli taking a deep dive into the market setup for the week ahead, and 645 Ventures Co-Founder Nnamdi Okike shares his insight on big tech’s growth story. Then, our Julia Boorstin looks at growing concerns about misinformation and hate speech on Twitter since Elon Musk bought the platform, and Onsemi CEO Hassane El-Khoury discusses the chipmaker’s Q3 results. Next, Citi Managing Director Ron Josey previews this week’s earnings from Uber and DoorDash, and CNBC’s Eunice Yoon covers reports of Foxconn employees fleeing a Covid lockdown at one of the electronics manufacturer’s plants in China. Later, Anchorage Digital Co-Founder Diogo Mónica breaks down the crypto asset platform’s new partnership with Apollo Global Management.
Oct 31, 2022
Elon Musk Takes Over Twitter, Intel CEO Pat Gelsinger on Earnings & Apple’s Results Beat the Street 10/28/22
00:43:11
Our anchors begin today’s show with CNBC’s Steve Kovach breaking down Apple’s latest earnings beat, and our Julia Boorstin joins with insight as Elon Musk takes over Twitter. Then, Intel CEO Pat Gelsinger breaks down the chipmaker’s Q3 results and perspective on the broader sector, and Needham analyst Laura Martin shares her thoughts on opportunities in big tech. Later, we take a second look at Apple’s quarter with Bank of America analyst Wamsi Mohan, and CNBC’s Diana Olick reports on tech firms cutting costs by leasing less real estate.
Oct 28, 2022
Meta Plunges on Q3 Earnings Miss, Elon Musk Nears Twitter Deal & Previewing Apple’s Upcoming Results 10/27/22
00:44:13
Our anchors begin today’s show with Julia Boorstin and Platformer News Founder Casey Newton taking a deep dive into Meta’s Q3 earnings miss and Elon Musk nearing a deal to buy Twitter. Then, CNBC’s Steve Kovach and Cowen Managing Director Krish Sankar preview Apple’s results after the bell, and Bernstein analyst Mark Shmulik joins for a closer look at Mark Zuckerberg’s investments in the metaverse. Later, CNBC’s Kate Rooney reports on high-net-worth individuals finding buying opportunities in crypto, and CNBC’s Kristina Partsinevelos covers chipmakers that stand to benefit from increased spending on the metaverse.
Oct 27, 2022
Microsoft and Google Sink on Results, A Deep Dive Into E-Commerce & Mobileye CEO Amnon Shashua on Today’s IPO 10/26/22
00:42:56
Our anchors begin today’s show with RBC analyst Rishi Jaluria and Evercore ISI Head of Internet Research Mark Mahaney weighing in on the latest earnings and guidance from Microsoft and Alphabet. Then, our Julia Boorstin breaks down Spotify’s Q3 results, and supply chain solutions firm Manhattan Associates CEO Eddie Capel offers his outlook for e-commerce heading into the holidays. Next, Wall Street Journal Senior Personal Technology Columnist Joanna Stern takes a deep dive into Snap CEO Evan Spiegel’s recent comments on the metaverse, Apple’s privacy changes and more. Our Jon Fortt also shares highlights from his recent interview with Labor Secretary Marty Walsh and Education Secretary Miguel Cardona. Later, CNBC’s Kristina Partsinevelos discusses the latest quarterly figures from chipmaker Texas Instruments, and Mobileye CEO Amnon Shashua joins after the self-driving tech business went public on the Nasdaq.
Oct 26, 2022
Volatility Rattles Chinese Tech, Meta Releases Quest Pro VR Headset & Venmo Launches on Amazon 10/24/22
00:44:15
Our anchors begin today’s show with Verge Editor-in-Chief Nilay Patel taking a look at what to expect when Alphabet and Microsoft report earnings after the bell. Then, Grow Investment Group Chief Economist Hao Hong offers his insight on the volatility in Chinese tech names, and our Julia Boorstin reports on the release of Meta’s new Quest Pro VR headset. Next, Mark Asset Management CEO and Managing Partner shares his bull case for Meta, and CNBC’s Frank Holland breaks down data analytics company Qualtrics’ latest results. CNBC’s Kate Rooney also covers PayPal launching access to Venmo on Amazon, and J.P. Morgan Global Head of Payments Takis Georgakopoulos weighs in on opportunities in fintech. Later, our Julia Boorstin returns to preview music streamer Spotify’s earnings this afternoon.
Oct 25, 2022
Altimeter Capital Calls on Meta to Cut Costs, Growth Headwinds for Microsoft & Previewing Apple’s Earnings 10/24/22
00:43:03
Our anchors begin today’s show with Julia Boorstin covering activist investor Altimeter Capital calling on Meta to reduce headcount and limit its investments in the metaverse. Then, MoffettNathanson Senior Managing Director Michael Nathanson looks ahead to a massive series of big tech earnings on the horizon, and NorthmanTrader Founder Sven Henrich offers his outlook for the current bear market rally. Next, CNBC’s Eamon Javers shares new reporting on investments in artificial intelligence made by Former Google CEO Eric Schmidt while chairing a federal commission on AI. Later, CNBC’s Steve Kovach breaks down growth headwinds affecting Microsoft ahead of earnings this week, and Evercore ISI analyst Amit Daryanani previews Apple’s upcoming results.
Oct 24, 2022
Snap Shares Plunge on Q3 Results, Mercedes-AMG Petronas F1 Team Principal Toto Wolff on Motorsport Growth & Flexport Co-CEO Ryan Petersen on Supply Chain Pressures 10/21/22
00:42:15
Our anchors begin today’s show covering Snap’s Q3 revenue miss with Platformer News Founder Casey Newton and Big Technology newsletter author Alex Kantrowitz. Then, Canaccord Genuity analyst Kingsley Crane joins with his outlook for Datadog after upgrading the software company to a buy rating, and CNBC’s Steve Kovach takes a deep dive into the impact of currency headwinds on big tech names posting results. Next, we share highlights from our Deirdre Bosa’s interview on the international growth of F1 racing with Mercedes-AMG Petronas Team Principal Toto Wolff and CrowdStrike CEO George Kurtz. Later, we dive back into Snap with UBS analyst Lloyd Walmsley, and our Julia Boorstin recaps her conversation with Flexport Co-CEO Ryan Petersen on decreasing supply chain challenges.
Oct 21, 2022
IBM’s Earnings Beat the Street, Tesla’s Revenue Misses in Q3 & A Deep Dive into Digital Advertising 10/20/22
00:44:15
Our anchors begin today’s show breaking down IBM’s Q3 earnings with MoffettNathanson Partner Lisa Ellis, and Oppenheimer analyst Colin Rusch shares his take on the latest results from Tesla. Then, our Julia Boorstin and Plexo Capital Founding Managing Partner Lo Toney take a deep dive into the digital ad space, and Satori Fund Founder Dan Niles shares his outlook for the broader market volatility. Next, CNBC’s Kristina Partsinevelos reports on the impact of U.S. chip restrictions on China for semiconductor equipment maker Lam Research. Later, our Julia Boorstin returns for a closer look at AT&T as shares surge after posting a beat on the quarter.
Oct 20, 2022
Netflix Surges on Q3 Beat, The Bull Case for Enterprise Software & Previewing Tesla’s Earnings 10/19/22
00:43:10
Our anchors begin today’s show with Julia Boorstin and Cowen analyst John Blackledge breaking down Netflix beating the street in Q3, sending shares surging. Then, BMO Wealth Management Chief Investment Strategist Yung-Yu Ma shares his bull case for enterprise software, and CNBC’s Dom Chu highlights the top Nasdaq gainers of the morning. Later, we take another look at Netflix’s ad-supported tier with Mobile Dev Memo Founder Eric Seufert, and CNBC’s Phil LeBeau previews today’s earnings from Tesla after the bell.
Oct 19, 2022
Adobe CEO Shantanu Narayen on Figma Acquisition, Previewing Netflix’s Q3 Earnings & Apple Unveils New iPad 10/18/22
00:44:26
Our anchors begin today’s show with Adobe CEO Shantanu Narayen offering his outlook for the broader macro environment and the company’s plans to acquire design platform Figma. Then, Bank of America analyst Nat Schindler looks ahead to Netflix’s earnings after the bell, and Arjuna Capital Managing Partner Natasha Lamb shares her top picks across big tech. Next, Needham analyst Charles Shi joins with his growth projections for chipmaker TSMC, and CNBC’s Steve Kovach covers Apple unveiling a slate of new products. Later, CNBC’s Eamon Javers shares new reporting on one of the largest alleged crypto laundering schemes of all time.
Oct 18, 2022
LA Clippers Owner Steve Ballmer on New Streaming Service, Netflix Earnings on Deck & Mastercard’s Crypto Trading Program for Banks 10/17/22
00:42:54
Our anchors begin today’s show with CNBC’s Mike Santoli breaking down the morning’s massive rebound for the Nasdaq, and Los Angeles Clippers Owner and Chairman Steve Ballmer discusses the team’s new direct-to-consumer streaming service. Then, our Julia Boorstin reports on Fox and News Corp potentially exploring a re-merger after splitting in 2013, and Citi Managing Director Jim Suva joins with his bull case on Apple. Later, New Street Advisors Group Founder and CEO Delano Saporu weighs in on the biggest tech earnings of the week ahead, and CNBC’s Kate Rooney covers a new program from Mastercard allowing banks to offer crypto trading to clients.
Oct 17, 2022
Banks Kick Off Earnings Season, Apple’s Push to Buy NFL Sunday Ticket & Bernstein Ranks Meta Top Pick 10/14/22
00:43:27
Our anchors begin today’s show with CNBC’s Mike Santoli breaking down the start of earnings season, and Verge Editor-in-Chief offers his take on Apple’s push to buy NFL Sunday Ticket. Then, Former Cypress Semiconductor CEO TJ Rodgers discusses U.S. chip restrictions on China, and Wilmington Trust Head of Investment Strategy Meghan Shue offers her outlook for how to invest amid the ongoing volatility. Later, CNBC’s Kate Rooney breaks down the recent flood of private equity dollars into Latin America, and Bernstein analyst Mark Shmulik joins after ranking Meta as his top pick.
Oct 14, 2022
TSMC Cuts Capital Expenditures, Breaking Down the Travel Demand Environment & White House Council of Economic Advisors Chair Cecilia Rouse on Inflation 10/13/22
00:43:31
Our anchors begin today’s show with CNBC’s Mike Santoli breaking down the latest CPI data coming in hotter than expected, and Satori Fund Founder Dan Niles shares his thoughts on how to play the volatility in tech. Then, CNBC’s Kristina Partsinevelos reports on chipmaker TSMC cutting capital expenditures, and Morgan Stanley analyst Erik Woodring discusses the current environment for hardware demand. Later, Airbnb CFO Dave Stephenson offers his outlook for travel demand improving, and we take a deeper dive into the morning’s inflation report with White House Council of Economic Advisors Chair Cecilia Rouse.
Oct 13, 2022
Microsoft Unveils New Surface Products, The Case for VR in Elder Care & TripActions CEO Ariel Cohen on $300 Million Funding Round 10/12/22
00:43:15
Our anchors begin today’s show with Morgan Stanley Chief Investment Officer Mike Wilson offering his outlook for equities through the rest of 2022, and Evercore ISI Head of Internet Research Mark Mahaney discusses current valuations across big tech. Next, CNBC’s Kate Rooney takes a deep dive into crypto regulations, and we take a deep dive into Microsoft’s new updates and Surface products with the company’s Corporate Vice President of Modern Life & Devices Yusuf Mehdi. Then, CNBC’s Dom Chu breaks down a slew of tech names hitting all-time lows this week, and Engine Gaming & Media Executive Chairman Tom Rogers makes his case for the use of VR in elder care. Later, TripActions Co-Founder and CEO Ariel Cohen joins after the business travel firm completed a $300 million funding round.
Oct 12, 2022
Nasdaq Falls to Lowest Levels Since July 2020, Meta Launches New VR Headset & PagerDuty CEO Jennifer Tejada on Women in Leadership 10/11/22
00:43:45
Our anchors begin today’s show with CNBC’s Steve Liesman sharing data from the New York Fed showing a sharp decline in one-year inflation expectations, and CNBC’s Mike Santoli breaks down the Nasdaq falling to its lowest levels since July 2020. Next, Madrona Venture Group Managing Partner Matt McIlwain offers his outlook for e-commerce, and our Julia Boorstin joins as she launches her new book – “When Women Lead” – on the advantages of female leaders. Then, Wall Street Journal Senior Personal Technology Columnist Joanna Stern previews what to expect from Meta’s upcoming high-end VR headset, and CNBC’s Robert Frank reports on Meta CEO Mark Zuckerberg’s massive wealth losses on the year. Later, CNBC’s Contessa Brewer also reports live from the Global Gaming Expo in Las Vegas, and our Julia Boorstin returns for a conversation with one of the leaders profiled in “When Women Lead,” PagerDuty CEO Jennifer Tejada.
Oct 11, 2022
Finding Value in Semiconductors, Twitter Locks Out Kanye West for Antisemitic Content & White House Cyber Czar Chris Inglis on Threat Landscape 10/10/22
00:43:22
Our anchors begin today’s show with Bedrock Capital Founder Geoff Lewis sharing his outlook for how to play the current volatility, and Cowen Managing Director offers his top picks in semiconductors. Then, Platformer News Founder Casey Newton discusses content moderation on Twitter, and BNP Paribas Asset Management Chief Market Strategist Daniel Morris weighs in on the potential for a major tech rally. Next, CNBC’s Eamon Javers sits down for an interview with White House Cyber Czar Chris Inglis, and CNBC’s Frank Holland covers the turbulence hitting cloud stocks. Later, CNBC’s Steve Kovach reports on iPhone demand heading into the holiday season.
Oct 10, 2022
AMD Cuts Revenue Guidance, Tech Plunges on September Jobs Report & Chinese EV Makers Push to Gain Share in Europe 10/7/22
00:43:19
Our anchors begin today’s show with CNBC’s Steve Kovach breaking down chipmaker AMD’s decision to cut revenue guidance for the quarter. Then, Rosenberg Research Chief Strategist David Rosenberg and Citi U.S. Equity Strategist Scott Chronert offer their take on Fed rate hikes, September’s jobs report from the Bureau of Labor Statistics and more. Next, CNBC’s Frank Holland reports on FedEx forecasting lower holiday volume than expected, and CNBC’s Kayla Tausche shares details on two new federal rules restricting the export of certain semiconductors to China. We also circle back to AMD’s sales outlook with Wedbush Securities analyst Matt Bryson, and Bernstein analyst Richard Clarke joins after initiating coverage on Airbnb with an outperform rating. Later, CNBC’s Eunice Yoon covers the push by Chinese EV makers to gain share in Europe.
Oct 07, 2022
Elon Musk Delays Twitter Deposition, What to Expect from Q4 Hardware Sales & Google Pixel 7 Smartphone Launches 10/06/22
00:44:25
ur anchors begin today’s show with Julia Boorstin breaking down the latest drama in Elon Musk’s potential deal to buy Twitter, and Goldman Sachs Managing Director Eric Sheridan discusses the broader digital ad market. Next, Wall Street Journal Senior Personal Technology Columnist Joanna Stern offers her perspective on what to expect from hardware sales in Q4, and Index Ventures Partner Mike Volpi weighs in on potential M&A in the cloud space. Later, Fitbit Co-Founder and Google VP James Park joins on the launch of Google’s Pixel 7 and Pixel 7 Pro smartphones.
Oct 06, 2022
Tech Gives Back This Week’s Gains, Elon Musk Offers to Buy Twitter & A Deep Dive into Crypto Crime 10/5/22
00:43:27
Our anchors begin today’s show with Bespoke Investment Group Co-Founder Paul Hickey and Crossmark Global Investments CIO Bob Doll weighing in on what to expect from valuations and a potential recession. Then, MoffettNathanson analyst Sterling Auty offers his outlook for the software sector. Next, CNBC’s Robert Frank and Wharton School of Business Professor Americus Reed break down Elon Musk’s offer to go through with his purchase of Twitter. Later, CNBC’s Kayla Tausche reports on President Biden’s response to OPEC cutting oil production targets, and CNBC’s Kate Rooney takes a deep dive into crime across the crypto industry.
Oct 05, 2022
Ark Invest CEO Cathie Wood on Inflation, Crypto & Tesla 10/4/22
00:44:34
Our anchors start today’s show with NYU Stern School of Business Professor Aswath Damodaran offering his outlook for valuations at current levels, and CNBC’s Leslie Picker reports on the state of the IPO market in Q3. Then, Ark Invest Founder & CEO Cathie Wood offers her outlook for inflation, cryptocurrency and her recent major investment in Tesla. Later, our Julia Boorstin reports on a series of new tools and formats unveiled by Meta, and Citi Managing Director Ron Josey weighs in on potential Q4 challenges for Amazon.
Oct 04, 2022
What to Expect from Tech in Q4, Mobileye Files for IPO & Kim Kardashian Settles SEC Crypto Charges 10/3/22
00:44:23
Our anchors begin today’s show with CNBC’s Bob Pisani breaking down key themes dominating the market to start Q4. Then, Kindred Ventures Managing Partner Kanyi Maqubela offers his outlook for the broader markets and the upcoming IPO of self-driving tech company Mobileye. Next, CNBC’s Phil LeBeau covers Tesla shares falling after posting a miss in its Q3 production and delivery numbers, and CNBC’s Kristina Partsinevelos breaks down the day’s top losers and laggards to kick off the new quarter. Our Julia Boorstin also reports on Kim Kardashian paying $1.26 million to settle SEC charges for failing to disclose a payment she received for promoting a crypto asset, and Neuberger Berman Senior Portfolio Manager Eli Salzmann shares his bull case for value stocks. Later, CNBC’s Kate Rooney recaps a brutal stretch for fintech names.
Oct 03, 2022
New Texts Released in Elon Musk-Twitter Saga, WisdomTree Unveils Blockchain-Enabled Fund & Sheryl Sandberg’s Last Day at Meta 9/30/22
00:42:39
Our anchors begin today’s show with Mark Asset Management CEO and Managing Partner Morris Mark offering his outlook for mega-caps following a brutal week for big tech. Then, our Julia Boorstin and “Margins” Editor Ranjan Roy break down recently released text exchanges from Elon Musk showing the drama behind the Tesla CEO’s deal to buy Twitter. Next, we take a deep dive into WisdomTree’s new blockchain-enabled fund with Founder and CEO Jonathan Steinberg, and CNBC’s Kate Rooney looks at retail sentiment reacting to falling shares of Apple and Tesla. Later, CNBC’s Phil LeBeau reports on Tesla’s artificial intelligence day to attract new talent, and our Julia Boorstin covers Sheryl Sandberg’s final day as COO of Meta.
Sep 30, 2022
A Deep Dive Into Streaming, Breaking Down Amazon’s Latest Product Releases & ZoomInfo CEO Henry Schuck on Software Demand 9/29/22
00:44:28
Our anchors begin today’s show taking a deep dive into the private markets and IPOs with Battery Ventures General Partner Dharmesh Thakker, and CNBC’s Frank Holland breaks down a new CFO survey on remote work. Then, Lazard Managing Director Dennis Berman weighs in on the broader streaming landscape, and Wedbush Securities Managing Director Sahak Manuelian joins with his bull case for cybersecurity and mega-cap tech. Next, our Jon Fortt shares highlights from his Fortt Knox interview with Amazon SVP of Devices and Services David Limp on the e-commerce giant’s latest releases, including a new sleep tracker and Kindle. Later, ZoomInfo Founder and CEO Henry Schuck shares his outlook for the software sector amid the current turbulence.
Sep 29, 2022
Apple Pulls Back iPhone 14 Production Increase, The Bull Case for Google Cloud & Netflix Surges on Atlantic Equities 9/28/22
00:44:17
Our anchors begin today’s show with Plexo Capital Founding Managing Partner Lo Toney and CNBC’s Steve Kovach covering reports that Apple will be pulling back its planned iPhone 14 production increase. Then, CNBC’s Dom Chu analyzes falling valuations across big tech, and Cowen Managing Director John Blackledge offers his outlook for Google Cloud. Next, our Jon Fortt shares highlights from his Fortt Knox update with Amazon SVP of Devices and Services David Limp, and CNBC’s Seema Mody recaps a volatile session for the European markets. Fidelity Director of Global Macro Jurrien Timmer also joins with his perspective on whether U.S. stocks have further to fall, and our Julia Boorstin breaks down Atlantic Equities’ recent upgrade of Netflix. Later, we circle back to Apple’s iPhone 14 sales with Bernstein analyst Toni Sacconaghi.
Sep 28, 2022
Finding Discounted Stocks Worth Watching, Recent IPOs Suffer in 2022 & FTX to Buy Voyager Digital 9/27/22
00:43:44
Our anchors begin today’s show with Cambria Investment Management Founder and CIO Meb Faber sharing his outlook for a potential recession, and CNBC’s Dom Chu breaks down discounted communication services stocks worth watching. Then, Zillow Co-Founder and former CEO Spencer Rascoff discusses the brutal market for recent IPOs, and CNBC’s Kristina Partsinevelos takes a deep dive into the underrepresentation of Hispanic workers in the semi space. Next, Madrona Venture Group Managing Partner Matt McIlwain offers his prediction for stocks falling even further, and CNBC’s Robert Frank reports on the impact of this year’s market turbulence on American wealth. Later, CNBC’s Kate Rooney covers FTX winning the battle to buy crypto lender Voyager Digital out of bankruptcy.
Sep 27, 2022
Nasdaq Hovers Around June Lows, CrowdStrike CEO George Kurtz on Cybersecurity Outlook & Weighing Risks for a Potential Recession 9/26/22
00:43:22
Our anchors begin today’s show with CNBC’s Mike Santoli analyzing the Nasdaq hovering around its June lows, and CNBC’s Steve Kovach explains how some of the biggest names in tech are mitigating against foreign exchange headwinds. Then, 645 Ventures Co-Founder Nnamdi Okike makes the case for Shopify and Coinbase, and CrowdStrike CEO George Kurtz weighs in on the broader cybersecurity landscape. Next, CNBC’s Dom Chu breaks down key tech stocks worth watching at current levels, and Wilmington Trust Head of Investment Strategy Meghan Shue discusses the risk for a potential recession. Later, Evercore ISI analyst Amit Daryanani offers his take on Apple with the iPhone 14 now in stores.
Sep 26, 2022
TechCheck+ with celebrity chef Tom Colicchio and Flavrs CEO Alejandro Oropeza
00:15:09
CNBC’s Julia Boorstin is joined by celebrity chef Tom Colicchio and Flavrs CEO Alejandro Oropeza to discuss the launch of a new social media app, Flavrs, being hailed as the "TikTok of cooking." The two will break down how the app doubled its funding in a matter of months – attracting the backing of Andreessen Horowitz and Le Bernardin’s Eric Ripert – and how Flavrs can help users recreate meals at home from their favorite chefs and creators. Recorded: 9/22/22
Sep 25, 2022
TechCheck+ with 'She-Hulk' showrunner Jessica Gao
00:16:55
On the latest episode of “Binge,” CNBC's Carl Quintanilla speaks to Jessica Gao, showrunner and executive producer of Marvel’s ‘She-Hulk: Attorney At Law’ on Disney+. Gao discusses the big break that lead to her MCU debut, her process of bringing the comic book icon to the small screen, and how the She-Hulk character serves as a touchstone for identity and vulnerability in the workplace. Recorded: 09/23/22
Sep 24, 2022
Nasdaq Slides on Economic Uncertainty, Tech Goes Big on Cost Cutting & Breaking Down Opendoor’s Home-Flipping Losses 9/23/22
00:44:29
Our anchors begin today’s show with CNBC’s Mike Santoli breaking down major tech names dragging lower amid the morning’s volatility, and Big Technology newsletter author Alex Kantrowitz takes a deep dive into cost cutting measures across the sector. Then, Cresset Capital CIO Jack Ablin offers his outlook for rate hikes and the Nasdaq, and CNBC’s Seema Mody reports on the turbulence affecting the European markets. Founders Fund Partner Keith Rabois also discusses the recent losses hitting Opendoor – the home-flipping platform he co-founded – and the $32 million funding round for his e-commerce roll-up company OpenStore. Later, CNBC’s Kate Rooney covers potential plans from Celsius Network to compensate customers whose funds were frozen by the crypto lender’s bankruptcy, and we share highlights from the latest episode of our Carl Quintanilla’s “Binge” digital series with “She-Hulk” showrunner and executive producer Jessica Gao.
Sep 23, 2022
Tech Reacts to Fed Rate Hikes, Meta Looks to Cut Costs & Qualcomm CEO Cristiano Amon on Automotive Business 9/22/22
00:44:13
Our anchors begin today’s show with NorthmanTrader Founder Sven Henrich breaking down the impact of the Fed’s latest rate hike, and MoffettNathanson analyst Sterling Auty joins after initiating coverage on 25 software names. Then, our Julia Boorstin reports on the latest cost cutting measures from Meta, and Qualcomm CEO Cristiano Amon discusses the chipmaker’s push into the automotive market. Later, Fundstrat Global Advisors Managing Partner Tom Lee offers his thoughts on whether to expect more pain ahead for growth stocks, and CNBC’s Kate Rooney covers crypto exchange FTX reportedly looking to raise up to $1 billion in new venture capital.
Sep 22, 2022
Bank CEOs Testify Before Congress, President Biden Addresses United Nations & New York Attorney General Letitia James Announces Lawsuit Against Former President Trump 9/21/22
01:00:31
We spend today’s show covering the testimony of several banking leaders before the House Financial Services Committee, including JPMorgan Chase CEO Jamie Dimon, Bank of America CEO Brian Moynihan and Citigroup CEO Jane Fraser. We also bring you President Biden’s address to the United Nations General Assembly on Russia’s invasion of Ukraine, and a press conference from New York Attorney General Letitia James announcing a lawsuit against former President Trump, the Trump Organization, and three of his children over allegations of fraud.
Sep 21, 2022
DoorDash CEO Tony Xu on Inflation, Volatility Weighs on Software Stocks & Nvidia Announces New Products 9/20/22
00:44:24
Our anchors begin today’s show with Satori Fund Founder Dan Niles offering his predictions for how the market could respond to this week’s Fed meeting. Then, DoorDash Co-Founder and CEO Tony Xu joins for an exclusive interview on the delivery platform’s new partnerships, consumer sentiment and outlook for inflation. Next, Morgan Stanley analyst Erik Woodring takes a deep dive into the demand picture for Apple’s new iPhones, and Bessemer Venture Partners’ Elliott Robinson discusses the volatility weighing on software stocks. Later, CNBC’s Kristina Partsinevelos reports on chipmaker Nvidia’s latest product announcements.
Sep 20, 2022
A Look at Tech Consolidation, Oppenheimer Upgrades Netflix & Appian CEO Matt Calkins on Investing in Growth Opportunities 9/19/22
00:44:26
Our anchors begin today’s show with CNBC’s Jim Cramer sharing his outlook for Meta, Netflix and investor concerns as the Street braces for another rate hike from the Fed. Then, Bain & Company Partner Anne Hoecker offers her take on consolidation in tech, and Oppenheimer Managing Director Jason Helfstein joins after upgrading Netflix to outperform. Later, CNBC’s Frank Holland tracks the movement of several cloud stocks, and Appian Founder and CEO Matt Calkins discusses his plans to use the current downturn as an opportunity to grow the enterprise software firm’s business.
Sep 19, 2022
Uber Reports Cybersecurity Incident, California Files Antitrust Lawsuit Against Amazon & FTX CEO Sam Bankman-Fried’s Growing Crypto Empire 9/16/22
00:44:28
Our anchors begin today’s show with New Street Advisors Group Founder and CEO Delano Saporu offering his outlook for softening demand across tech, and CNBC’s Eamon Javers reports on a cybersecurity incident affecting Uber. Then, California Attorney General Rob Bonta joins to discuss the state’s new antitrust lawsuit against Amazon, and Incisive Ventures Managing Partner Martin Tobias weighs in on Adobe’s plans to acquire design platform Figma. Later, our Julia Boorstin covers how tech and media companies are positioned for a decline in advertising spending, and CNBC’s Kate Rooney shares her interview with FTX CEO Sam Bankman-Fried on his growing crypto empire.
Sep 16, 2022
Adobe Announces Plans to Acquire Figma, EDX CEO Jamil Nazarali on Crypto Exchange Launch & Breaking Down the NFL’s Streaming Push 9/15/22
00:49:39
Our anchors begin today’s show with Plexo Capital Founding Managing Partner Lo Toney offers his insight on Adobe’s plans to acquire design platform Figma, and Evercore ISI Head of Internet Research Mark Mahaney joins after upgrading Netflix to outperform. Then, we cover a press conference from President Biden on the recent agreement struck between rail companies and unions to avoid a nationwide strike. Next, our Jon Fortt shares highlights from his interviews at Goldman Sachs’ Communacopia Conference with the CEOs of software firms Nutanix and MongoDB. We also sit down with EDX CEO Jamil Nazarali to discuss the new crypto exchange’s launch, backed by a blend of financial leaders and venture capital firms. Later, CNBC’s Kate Rooney reports on higher funding costs facing buy-now-pay-later companies, and NFL Chief Media and Business Officer Brian Rolapp discusses the league’s opening weekend and push into streaming.
Sep 15, 2022
What to Expect from Yesterday’s Record Losses, Airbnb CEO Brian Chesky on Travel Demand & Reviewing the iPhone 14 9/14/22
00:44:26
Our anchors begin today’s show with CNBC’s Mike Santoli and Wall Street Journal reporter Gunjan Banerji taking a look at the markets on the heels of yesterday’s record losses. Then, our Deirdre Bosa shares highlights from her exclusive conversation with Airbnb Co-Founder and CEO Brian Chesky at Goldman Sachs’ Communacopia Conference, and Cresset Capital CIO Jack Ablin offers his take on yesterday’s CPI report. Next, CNBC’s Frank Holland covers the volatility hitting cloud stocks, and our Jon Fortt recaps his Communacopia interviews with the CEOs of enterprise software firms Informatica and Bill.com. Later, our Julia Boorstin reports on the underperformance of Meta, and CNBC’s Sofia Pitt joins with a review of the new iPhone 14.
Sep 14, 2022
Tech Plunges on August CPI Data, Palo Alto Networks CEO Nikesh Arora on Cybersecurity Outlook & Pinterest CEO Bill Ready on Growth Strategies 9/13/22
00:54:32
Our anchors begin today’s show with CNBC’s Mike Santoli and Wells Fargo Investment Institute Head of Global Market Strategy Paul Christopher covering the major indices plunging on the heels of this morning’s CPI data. Then, our Julia Boorstin shares highlights from today’s testimony on Capitol Hill from whistleblower and former Twitter head of security Peiter Zatko. Next, Palo Alto Networks CEO Nikesh Arora offers his outlook for the broader cybersecurity space, and CNBC’s Dom Chu analyzes the sectors hit hardest by today’s inflation report. Wilmington Trust Head of Investment Strategy Meghan Shue also shares her take on the sell-off, and CNBC’s Frank Holland breaks down the weakness affecting cloud stocks. Later, Pinterest CEO Bill Ready discusses his growth strategies for the social media platform.
Sep 13, 2022
Confluent CEO Jay Kreps on Software Outlook, Breaking Down Threats to Goldman Sachs’ Apple Card & Ethereum’s Energy Efficiency Upgrade 9/12/22
00:42:41
Our anchors begin today’s show with CNBC’s Steve Liesman reporting on the New York Fed’s Survey of Consumer Expectations showing falling one- and three-year inflation expectations. Then, CNBC’s Dom Chu breaks down last week’s tech bounce, and Goldman Sachs Managing Director Eric Sheridan offers his take on the volatility plaguing e-commerce. Next, data management firm Confluent Co-Founder and CEO Jay Kreps shares his outlook for enterprise software, and our Julia Boorstin covers the latest from Disney’s D23 fan event. CNBC’s Hugh Son also discusses mounting threats to Goldman Sachs’ Apple card business, and Morgan Stanley Managing Director Brian Nowak makes the case for Amazon as his top internet pick. Later, CNBC’s Kate Rooney joins for a deep dive into Ethereum getting an upgrade projected to make the network more energy efficient.
Sep 12, 2022
Zscaler CEO Jay Chaudhry on Earnings, Intel Breaks Ground on Ohio Chip Factory & Finding Software Consolidation Targets 9/9/22
00:43:07
Our anchors begin today’s show with CNBC’s Mike Santoli analyzing the rebound in select growth stocks, and BMO Wealth Management Chief Investment Strategist Yung-Yu Ma offers his long-term bull case for cybersecurity and enterprise software. Next, Zscaler CEO Jay Chaudhry discusses the cloud security company’s latest earnings beat, and CNBC’s Kristina Partsinevelos reports live from the groundbreaking ceremony for Intel’s chip factory in Ohio. Later, CNBC’s Kate Rooney covers the recent rise in crypto prices, and Union Square Advisors Co-Founder and President Ted Smith shares his outlook for M&A in software.
Sep 09, 2022
Breaking Down Apple CEO Tim Cook’s Comments at Code 2022, Breyer Capital CEO Jim Breyer on Opportunities in Tech & Apple Unveils New Products 9/8/22
00:47:13
We begin today’s show with CNBC’s Chief General News Anchor Shepard Smith reporting on concerns over the health of Queen Elizabeth II. Then, Verge Editor-in-Chief Nilay Patel breaking down comments from Apple CEO Tim Cook, Former Disney CEO Bob Iger and more at Vox Media’s Code 2022 conference. Next, Breyer Capital Founder and CEO Jim Breyer offers his outlook for opportunities in tech. Later, Production Board Founder and CEO David Friedberg discusses a potential rough winter ahead for founders across the sector, and CNBC’s Steve Kovach covers the latest new products unveiled yesterday by Apple.
Sep 08, 2022
Box CEO Aaron Levie on Software Outlook, Snap CEO Evan Spiegel on Cost Cutting Plans & Previewing Apple’s New Product Launch 9/7/22
00:44:16
Our anchors begin today’s show with New York Times Contributor and “Sway” podcast host Kara Swisher breaking down the latest action from Vox Media’s Code 2022 conference. Then, TPG Director David Trujillo weighs in on the broader landscape for media stocks, and cloud content management firm Box CEO Aaron Levie shares his outlook for the software sector. Next, Snap Co-Founder and CEO Evan Spiegel joins to discuss the social media platform’s restructuring plans, cost cutting measures and more. Later, CNBC’s Steve Kovach previews tonight’s new product reveal from Apple.
Sep 07, 2022
Nasdaq Sets Longest Losing Streak Since 2019, HashiCorp CEO Dave McJannet on Results & Binance to Stop Supporting Rival USD Coin 9/6/22
00:44:07
Our anchors begin today’s show with CNBC’s Mike Santoli analyzing the Nasdaq’s longest losing streak since 2019, and Fundstrat Global Advisors Managing Partner Tom Lee breaks down his expectations for the second half of the year. Then, our Julia Boorstin reports on Ireland’s data privacy regulator issuing a $400 million fine against Instagram, and Puck News Founding Partner Bill Cohan discusses why the buyout of Citrix might be the most important deal of 2022. Next, CNBC’s Courtney Reagan reports on the death of Bed Bath and Beyond CFO Gustavo Arnal, and HashiCorp CEO Dave McJannet discusses the software company’s latest results. Later, CNBC’s Kate Rooney covers crypto exchange Binance’s plans to stop supporting three rival stablecoins.
Sep 06, 2022
TechCheck+ with 'Dopesick' Creator Danny Strong — 9/2/22
00:13:52
CNBC's Carl Quintanilla brings on Danny Strong, executive producer, writer and director of Hulu’s ‘Dopesick’ for the latest installment of "Binge." The Emmy-nominated miniseries starring Michael Keaton brings the opioid crisis and crimes of the Sackler family into full view. Strong discusses the challenges he faced pitching the project, the pressure that comes with telling real-life stories, competition in a content-saturated landscape, and how ‘Dopesick’ aims to redefine the stigma around addiction.
Sep 02, 2022
A Trio of CEOs on Q2 Results: SentinelOne’s Tomer Weingarten, PagerDuty’s Jennifer Tejada & Smartsheet’s Mark Mader 9/2/22
00:44:22
Our anchors begin today’s show with Wolfe Research Director Gal Munda offering his outlook for the software sector, and SentinelOne Co-Founder and CEO Tomer Weingarten weighs in on the cybersecurity firm’s Q2 beat and guidance for the year ahead. Next, PagerDuty CEO Jennifer Tejada breaks down the cloud computing company’s latest results, and our Julia Boorstin reports on Qualcomm’s new partnership to develop custom chipsets for Meta’s virtual reality products. Then, Smartsheet CEO Mark Mader joins as shares surge after posting a quarterly beat on the top and bottom lines. Later, we share highlights from the latest episode of our Carl Quintanilla’s “Binge” digital series with “Dopesick” creator Danny Strong, and CNBC’s Yasmin Khorram covers San Francisco’s struggle to bring workers back into offices.
Sep 02, 2022
Four CEOs Break Down Their Q2 Results: Okta’s Todd McKinnon, C3 AI’s Tom Siebel, Samsara’s Sanjit Biswas and Pure Storage’s Charles Giancarlo 9/1/22
00:42:59
Our anchors begin today’s show with CNBC’s Mike Santoli recapping a brutal August for tech stocks. Then, Okta CEO Todd McKinnon joins to discuss the identity management company’s latest results as shares plunge to start the morning. Next, CNBC’s Eunice Yoon reports on chip stocks falling after the U.S. government restricted certain semiconductor sales to China, and C3 AI CEO Tom Siebel breaks down the enterprise software provider’s latest quarterly figures. Our Julia Boorstin also covers Disney’s plans to release a membership program across its parks and streaming service, and internet-of-things software firm Samsara CEO Sanjit Biswas shares his insight after delivering a beat in Q2. Later, Pure Storage CEO Charles Giancarlo discusses the data storage company’s upbeat earnings amid mixed results from its industry rivals.
Sep 01, 2022
Snap to Cut 20% of Employees, HPE CEO Antonio Neri on Latest Results & Klarna CEO Sebastian Siemiatkowski on First Half Losses 8/31/22
00:44:27
Our anchors begin today’s show covering social media platform Snap’s plans to cut 20% of its staff, with insight from Verge Deputy Editor Alex Heath. Then, Bank of America analyst Jason Kupferberg shares his outlook for PayPal, and HPE CEO Antonio Neri discusses the enterprise edge-to-cloud company’s latest earnings. Next, Wilmington Trust Head of Investment Strategy Meghan Shue offers her take on how to play the broader market, and Klarna Co-Founder and CEO Sebastian Siemiatkowski weighs in on the fintech company’s first half losses. Later, our Jon Fortt shares highlights from his interview with cloud data management firm Rubrik Co-Founder and CEO Bipul Sinha.
Aug 31, 2022
Analyzing Cracks in Big Tech’s Armor, Previewing the Next Wave of VR Headsets & VMware CEO Raghu Raghuram on Quarterly Results 8/30/22
00:44:08
Our anchors begin today’s show with CNBC’s Dom Chu analyzing some cracks in the armor for big tech stocks, and Crossmark Global CIO Bob Doll offers his outlook for rate hikes and inflation. Then, our Julia Boorstin reports on Elon Musk sending a second notice to terminate his deal with Twitter, and CNBC’s Steve Kovach previews a new wave of augmented and virtual reality headsets launching this fall. Later, Former Amazon Studios Head of Strategy Matthew Ball takes a deep dive into the metaverse, and VMware CEO Raghu Raghuram breaks down the cloud computing company’s latest results.
Aug 30, 2022
Tech Moves Lower on Hawkish Fed Comments, Breaking Down Potential Disruptors in Healthcare & Plug Power CEO Andrew Marsh on Amazon Hydrogen Deal 8/29/22
00:44:31
Our anchors begin today’s show with CNBC’s Dom Chu breaking down tech stocks moving lower following hawkish comments from the Fed on Friday, and New Street Advisors Group Founder and CEO Delano Saporu shares his outlook for mega-caps in the sector. Next, Bernstein analyst Lance Wilkes discusses Amazon’s role as a disruptor in healthcare, and CNBC’s Mike Santoli takes a deep dive into the Nasdaq’s ongoing fall. Then, Evercore ISI Head of Technical Analysis Rich Ross weighs in on the software space, and our Julia Boorstin covers the potential price of Netflix’s upcoming ad-supported platform. Later, fuel cell company Plug Power CEO Andrew Marsh joins for a closer look at the fuel cell company’s green hydrogen deal with Amazon.
Aug 29, 2022
A Deep Dive Into the Gaming Space, Amazon Prime Streams First NFL Game & Affirm CEO Max Levchin on Results 8/26/22
00:46:58
Our anchors begin today’s show with Wells Fargo Investment Institute Senior Global Market Strategist Scott Wren discussing Federal Reserve Chairman Jerome Powell’s comments from the Central Bank’s yearly symposium in Wyoming. Then, CNBC’s Steve Kovach and Verge Editor-in-Chief Nilay Patel take a look at the gaming space on the heels of disproven rumors that Amazon was planning on acquiring Electronic Arts. Next, Satori Fund Founder Dan Niles breaks down the day’s market volatility with the major indices sliding, and CNBC’s Steve Liesman takes a deeper dive into Fed Chair Powell’s remarks. Later, our Julia Boorstin covers Amazon Prime streaming its first-ever NFL game this preseason, and Affirm Founder and CEO Max Levchin joins to break down the buy-now-pay-later firm’s latest results.
Aug 26, 2022
SoFi CEO Anthony Noto on Biden’s Student Loan Forgiveness Plan, Autodesk CEO Andrew Anagnost on Q2 Earnings Beat & MoviePass CEO Stacy Spikes on Plans to Relaunch 8/25/22
00:44:29
Our anchors begin today’s show breaking down the latest earnings from cloud names Snowflake and Salesforce with Evercore ISI Senior Managing Director Kirk Materne. Then, SoFi CEO Anthony Noto discusses President Biden’s student loan debt forgiveness plan, and NorthmanTrader Founder Sven Henrich shares his outlook for Apple. Next, CNBC’s Lauren Thomas offers additional insight on Peloton after the fitness equipment maker struck a deal to sell products on Amazon, and software company Autodesk CEO Andrew Anagnost weighs in after beating the Street in Q2. Later, MoviePass Founding CEO Stacy Spikes joins as the movie subscription service announces plans to relaunch next month.
Aug 25, 2022
Breaking Down Tesla’s 3-for-1 Stock Split, Intuit CEO Sasan Goodarzi on Earnings Beat & TikTok’s Impact on Elections and Advertising 8/24/22
00:43:40
Our anchors begin today’s show with CNBC’s Lauren Thomas sharing new reporting on Peloton’s deal to sell equipment and apparel on Amazon, and “Margins” Editor Ranjan Roy discusses Tesla’s 3-for-1 stock split after the close. Then, Intuit CEO Sasan Goodarzi breaks down the financial software firm’s latest earnings beat, and our Julia Boorstin offers a look ahead to TikTok’s potential impact on elections and holiday advertising. Next, we stick with TikTok as Bernstein analyst Mark Shmulik weighs in on whether the platform has ruined the internet. Later, data management company Cohesity CEO Sanjay Poonen takes a deep dive into several cloud names posting Q2 results this afternoon.
Aug 24, 2022
Coinbase CEO Brian Armstrong on Crypto Headwinds, Intel Announces Chip Factory Funding Partnership & Whistleblower Accuses Twitter of Deceiving Regulators 8/23/22
00:43:24
Our anchors begin today’s show with Satori Fund Founder Dan Niles breaking down his portfolio’s long and short positions amid the ongoing volatility, and CNBC’s Kate Rooney shares highlights from her exclusive interview with crypto exchange Coinbase CEO Brian Armstrong. Then, Intel CFO David Zinsner joins after the chipmaker announced a partnership to help fund two new factories in Arizona. Later, our Julia Boorstin reports on a new whistleblower complaint accusing Twitter of deceiving regulators and its own board of directors.
Aug 23, 2022
Breaking Down Digital Marketing Regulations, A Deep Dive into FTX’s Financials & Silicon Valley Bank CEO Greg Becker on Venture Capital Outlook 8/22/22
00:43:14
Our anchors begin today’s show with Craft Ventures Co-Founder David Sacks outlining his expectations for a possible recession, and Consumer Financial Protection Bureau Director Rohit Chopra discusses regulations for digital marketing of financial products. Then, CNBC’s Kate Rooney offers a rare deep dive into the financials of privately held crypto exchange FTX, and CNBC’s Kristina Partsinevelos breaks down what’s driving the Nasdaq lower to start the morning. Next, Silicon Valley Bank CEO Greg Becker shares his outlook for venture capital amid the ongoing volatility, and our Julia Boorstin reports on the streaming debut of “Game of Thrones” prequel “House of the Dragon” on HBO. Later, CNBC’s Frank Holland previews upcoming results from Zoom and Palo Alto Networks after the bell.
Aug 22, 2022
CNBC TechCheck+ chats with HBO's "Industry" co-creators on transitioning from banking to Hollywood 8/19/22
00:15:54
In our latest episode of our digital interview series, "Binge" – CNBC's Carl Quintanilla sits down with Mickey Down and Konrad Kay, co-creators and executive producers of HBO’s finance drama "Industry.” The collaborators and best friends discuss how their experiences as former bankers inspired the hit series and why it was important to showcase the perspectives of younger professionals in the business. They also dive into how they balanced authenticity and creativity across the show’s plot lines, the process of demystifying financial jargon for a mainstream audience, and why Industry’s storytelling is largely driven by strong female roles.
Aug 19, 2022
Apple Warns of New Security Flaw, Ryan Cohen Dumps Bed Bath & Beyond Stake & The Bull Case for PayPal 8/19/22
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Our anchors begin today’s show with BMO Wealth Management Chief Investment Strategist Yung-Yu Ma offering his take on the current market rally, and Wall Street Journal Senior Personal Technology Columnist Joanna Stern discusses a new Apple security flaw making headlines. Then, our team discusses the meme trade after GameStop Chair Ryan Cohen offloaded his entire stake in Bed Bath & Beyond, and Wedgewood Partners CIO David Rolfe shares his bull case for PayPal. Later, Wells Fargo analyst Aaron Rakers joins after downgrading HP to underweight, bracing for deteriorating PC demand.
Aug 19, 2022
Cisco’s Earnings Beat the Street, How to Play the Broader Market Turnaround & Finding Opportunities in Fintech 8/18/22
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Our anchors begin today’s show breaking down Cisco’s latest earnings beat with J.P. Morgan analyst Samik Chatterjee, and Fundstrat Global Advisors Managing Partner Tom Lee offers his perspective on the broader market turnaround. Then, Morgan Stanley analyst James Faucette shares his take on investment opportunities in fintech. Later, our Julia Boorstin and CNBC’s Steve Kovach cover the digital advertising landscape and Apple’s plans to expand ads within the App Store on iPhones.
Aug 18, 2022
Bank of America Reports Surge in Tech Investing, Playing the Meme Trade & Previewing Cisco’s Q2 Earnings 8/17/22
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Our anchors begin today’s show with CNBC’s Seema Mody covering new Bank of America data showing some of the biggest inflows into tech in more than a decade, and Canvas Ventures General Partner Mike Ghaffary discusses the latest batch of retail and e-commerce earnings. Then, Citi analyst Tyler Radke joins after downgrading Zoom, and Wall Street Journal markets reporter Gunjan Banerji offers her insight on the broader meme stock trade. Next, our Julia Boorstin reports on streamers shifting focus to profitability amid the ongoing downturn, and CNBC’s Frank Holland previews Cisco’s earnings after the bell. Later, CNBC’s Kate Rooney covers crypto lender Celsius Network’s plans to restructure and raise cash to avoid running out of money by the fall.
Aug 17, 2022
Walmart’s Streaming Partnership With Paramount, Apple Plans to Expand Advertising on iPhones & Crypto Crimes Decline as Digital Currency Prices Fall 8/16/22
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Our anchors begin today’s show with CNBC’s Courtney Reagan breaking down Walmart’s latest earnings, and streaming service Vudu’s Former CEO Alain Rossmann joins with insight on the retail giant’s new partnership with Paramount. Then, CNBC’s Leslie Picker recaps some of the biggest moves made by hedge funds in Q2 on the heels of last night’s 13F filing deadline, and Wedbush Securities Head of Equity Trading Sahak Manuelian offers his thoughts on how smaller tech investors should be positioned. Later, Morgan Stanley analyst Erik Woodring weighs in on Apple’s plans to expand advertising on iPhones, and CNBC’s Kate Rooney reports on the decline in crypto crimes amid the broader turbulence hitting digital currencies.
Aug 16, 2022
Dan Loeb Takes New Stake in Disney, George Soros Buys 30,000 Shares of Tesla & Unity CEO John Riccitiello on Rejecting AppLovin’s Acquisition Bid 8/15/22
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Our anchors begin today’s show covering hedge fund manager Dan Loeb’s new stake in Disney and Apple’s scrapped talks with Meta on a potential ad revenue partnership, joined by guest host and Kindred Ventures Managing Partner Kanyi Maqubela. Then, Guggenheim analyst John DiFucci outlines his bear case for cybersecurity stocks, and CNBC’s Leslie Picker breaks down some notable investors rotating out of growth and tech ahead of tonight’s deadline for second quarter 13F filings. Later, Unity CEO John Riccitiello explains the video game software company’s decision to reject app development platform AppLovin’s $17.5 billion acquisition proposal.
Aug 15, 2022
Finding Value in the Cloud Space, Defensive Software Picks to Counter Volatility & Toast CEO Chris Comparato on Q2 Results 8/12/22
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Our anchors begin today’s show with Bessemer Venture Partners’ Elliott Robinson offering his outlook for tech layoffs and the cloud space. Then, we recap highlights from yesterday’s exclusive interview on earnings, streaming and more with Disney CEO Bob Chapek. Next, Citi analyst Tyler Radke shares his top defensive software picks amid the ongoing volatility, and Toast CEO Chris Comparato joins after posting a beat in the restaurant fintech company’s Q2 results. Later, CNBC’s Steve Kovach takes a deep dive into the expanding creator economy around the metaverse.
Aug 12, 2022
Marqeta CEO Jason Gardner on Results, Disney CEO Bob Chapek on Earnings Beat and Streaming Outlook & Breaking Down the Resurgence of Ethereum 8/11/22
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Our anchors begin today’s show with Wilmington Trust Head of Investment Strategy Meghan Shue offering her outlook for chips and the current volatility, and Marqeta CEO Jason Gardner discusses his decision to step down and the payments firm’s Q2 results. Then, Disney CEO Bob Chapek joins for an exclusive interview after the entertainment giant’s latest earnings delivered a beat on the top and bottom lines, and our Deirdre Bosa breaks down the resurgence of cryptocurrency Ethereum. Later, CNBC’s Kristina Partsinevelos covers the ongoing slowdown hitting the semiconductor space.
Aug 11, 2022
Roblox Posts a Miss in Q2, Akamai CEO Dr. Tom Leighton on Earnings & Sony Pictures Entertainment CEO Tony Vinciquerra on Media Outlook 8/10/22
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Our anchors begin today’s show with Irreverent Labs CEO Rahul Sood sharing his thoughts on Roblox after the gaming platform posted a miss in Q2. Then, CNBC’s Kate Rooney and Citi analyst Pete Christiansen discuss crypto exchange Coinbase’s latest results, and Akamai CEO Dr. Tom Leighton joins with a look at the cybersecurity and cloud company’s recent earnings. Next, CNBC’s Mike Santoli breaks down the latest CPI data, and Sony Pictures Entertainment CEO Tony Vinciquerra offers his outlook for the broader media space. Later, CNBC’s Steve Kovach recaps a tough quarter for video game companies.
Aug 10, 2022
FedEx Office president and CEO on autonomous robotic delivery 8/9/22
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CNBC’s Frank Holland chats with FedEx Office president and CEO Brian Philips to dive into the future of AI-powered robotic delivery. They discuss the latest on FedEx's autonomous delivery system, Roxo, and how they're using the SameDay bot to test last-mile deliveries and continue innovating its technology for real-world operation.
Aug 09, 2022
Title: AppLovin Proposes Merger with Unity, President Biden Signs the CHIPS Act & 23andMe CEO Anne Wojcicki on Results 8/9/22
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Our anchors begin today’s show covering app development platform AppLovin’s proposal to acquire video game software company Unity, with insight from CNBC’s David Faber and Plexo Capital Founding Managing Partner Lo Toney. Then, Bank of America analyst Vivek Arya breaks down what President Biden signing the CHIPS Act means for semiconductor makers, and CNBC’s Dom Chu offers a deep dive into some big meme trade movers. Next, 23andMe CEO Anne Wojcicki joins on the heels of the biotech company’s latest results, and Evercore ISI Head of Technical Analysis Rich Ross offers his bull case for software and semis. Later, our Julia Boorstin shares a new profile on Paris Hilton’s push into the metaverse, and CNBC’s Kate Rooney previews crypto exchange Coinbase’s earnings after the bell.
Aug 09, 2022
Nvidia’s Preliminary Results Send Shares Lower, Palantir Posts a Miss in Q2 & Ad Slowdown Hits Big Tech and Social Media 8/8/22
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Our anchors begin today’s show with CNBC’s Steve Liesman sharing new data on inflation expectations from the New York Federal Reserve. Then, New Street Advisors Group Founder and CEO Delano Saporu offers his perpective on chipmaker Nvidia’s preliminary Q2 earnings and software company Palantir’s latest results. Next, CNBC’s Dom Chu takes a deep dive into a series of growth names, and Benchmark analyst Mark Miller joins with insight on hard drive maker Western Digital. Later, CNBC’s Kristina Partsinevelos breaks down some of the top Nasdaq movers of the day, and Big Technology newsletter author Alex Kantrowitz covers the ad market slowdown hitting names including Amazon, Snap and Pinterest.
Aug 08, 2022
A Trio of Companies Offer Insight on Q2 Results: Twilio CEO Jeff Lawson, Doximity CEO Jeff Tangney & GoDaddy CEO Aman Bhutani 8/5/22
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Our anchors begin today’s show breaking down the Bureau of Labor Statistics’ jobs data for July with CNBC’s Mike Santoli, and CNBC’s Kate Rooney breaks down the latest earnings from fintech company Block. Next, Wall Street Journal Senior Personal Technology Columnist Joanna Stern discusses Amazon buying Roomba maker iRobot for $1.7 billion, and Twilio CEO Jeff Lawson offers his insight on the enterprise software firm’s second quarter. Then, our Julia Boorstin reports on Q2 numbers out of several streamers, and Doximity CEO Jeff Tangney joins after the health tech provider slashed its full-year guidance. Later, GoDaddy CEO Aman Bhutani covers the internet services platform’s recent results, and our Julia Boorstin returns with the latest in the Elon Musk-Twitter saga.
Aug 05, 2022
Coinbase Partners With BlackRock, Confluent CEO Jay Kreps on Earnings & Equinix CEO Charles Meyers on Data Center Ecosystem 8/4/2022
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Our anchors begin today’s show covering crypto exchange Coinbase’s partnership with asset management firm BlackRock, featuring insight from CNBC’s Kate Rooney and MoffettNathanson Partner Lisa Ellis. Then, CNBC’s Mike Santoli breaks down the Nasdaq’s rally over the past month, and our Jon Fortt shares highlights from his Fortt Knox interview with software company ServiceNow CEO Bill McDermott. Next, Confluent Co-Founder and CEO Jay Kreps joins after the enterprise stock beat expectations in Q2, and CNBC’s Phil LeBeau reports on results from EV makers Lucid and Tesla. Evercore ISI Head of Internet Research Mark Mahaney also shares his insight on online travel platform Booking Holdings’ recent quarterly numbers, and our Julia Boorstin analyzes the latest wave of media earnings. Later, data center company Equinix CEO Charles Meyers discusses investor Jim Chanos’ short on the space.
Aug 04, 2022
PayPal Beats the Street in Q2, Microchip Technology CEO Ganesh Moorthy on Earnings & SoFi CEO Anthony Noto on Latest Results 8/3/22
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Our anchors begin today’s show breaking down PayPal’s Q2 earnings with Wedbush analyst Moshe Katri, and NZS Capital Co-Founder Brad Slingerlend weighs in on chip giant AMD’s latest results. Then, we continue our earnings coverage with semiconductor maker Microchip Technology CEO Ganesh Moorthy and personal finance firm SoFi CEO Anthony Noto after both companies beat the Street. Next, our Julia Boorstin covers dating services company Match Group missing estimates for the quarter, and CNBC’s Kate Rooney shares new details on a hack affecting Solana crypto wallets. Later, CNBC’s Ylan Mui reports on congressional lawmakers introducing a new bill that could increase the regulation of digital currencies.
Aug 03, 2022
Onsemi CEO Hassane El-Khoury on Q2 Earnings Beat, ZoomInfo CEO Henry Schuck on Latest Results & Global Payments CEO Jeff Sloan on Expansion Plans 8/2/22
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Our anchors begin today’s show with CNBC’s Steve Liesman covering new data showing inflation pushing up household debt, and our Julia Boorstin breaks down social media platform Pinterest’s latest results. Then, Wells Fargo Chairman of Global Internet Investment Banking Bob Peck offers his outlook for the broader markets, and Onsemi CEO Hassane El-Khoury joins after the chipmaker exceeded expectations in Q2. Next, ZoomInfo Founder and CEO Henry Schuck shares his perspective on the software company’s recent earnings beat, and our Jon Fortt recaps highlights from his interview with San Francisco Fed President Mary Daly. Later, Global Payments CEO Jeff Sloan discusses his plans to expand the fintech firm’s reach with a new acquisition.
Aug 02, 2022
Breaking Down FAANG’s Q2 Earnings, Retail Investors Ramp Up Interest in Tech & Ethereum Rises 60% in July 8/1/22
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Our anchors start today’s show with Needham senior analyst Laura Martin breaking down last week’s FAANG earnings, and Wall Street Journal markets reporter Gunjan Banerji joins after publishing a new story on retail investors ramping up interest in tech stocks. Next, Satori Fund Founder Dan Niles discusses the potential for a recession, and CNBC’s Steve Kovach offers insight on mega-cap names flashing warning signs about the economy. Then, Bernstein analyst Stacy Rasgon joins on Intel’s Q2 results, and CNBC’s Leslie Picker reports on David Einhorn’s Greenlight Capital investing in Twitter. Our Julia Boorstin also checks in on the continued expansion of the metaverse, and CNBC’s Jennifer Elias covers Google calling on employees to help drive better results. Later, CNBC’s Kate Rooney looks at cryptocurrency Ethereum’s 60% rise over the last month.
Aug 01, 2022
Amazon Amazes, Apple Shows its Strength & Intel CEO on the Quarter 7/29/22
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Our anchors kick off this Friday morning breaking down Amazon and Apple’s strong results. Then, Intel CEO Pat Gelsinger joins in a first on CNBC interview to discuss the chipmaker’s lackluster Q2. Also, CNBC’s Julia Boorstin is here to cover why shares of Roku are falling off a cliff this morning. Later, we return to Amazon’s quarter with UBS Analyst Lloyd Walmsley who raised his price target on the stock. Also, CNBC’s Eunice Yoon reports on the health of Apple’s business in China and Cowen Analyst Krish Sankar joins for more on the tech giant. Plus, we look ahead to another busy week of tech earnings.
Jul 29, 2022
Meta’s Mega Challenges, Qualcomm CEO on the Quarter & What to Expect From Apple’s Earnings 7/28/22
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Our anchors start off today’s show with CNBC’s Julia Boorstin covering Meta’s latest earnings report. Then, Bernstein Analyst Mark Shmulik and Truist Analyst Youssef Squali join for more insight into the stock. Next, Qualcomm CEO Cristiano Amon is here to break down the chipmaker’s quarterly performance and discuss the progress of the Chips Act. Later, The Wall Street Journal’s Joanna Stern and CNBC’s Steve Kovach join with what to expect heading into Apple’s earnings report. We also highlight what to watch for in Amazon and Intel’s earnings reports this afternoon.
Jul 28, 2022
Breaking Down Microsoft and Alphabet’s Results, What to Expect From Meta & The Health of the Subscription Model 7/27/22
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Our anchors kick off today’s show breaking down earnings results from Microsoft and Alphabet. Then, Mizuho Analyst James Lee and RBC Capital Markets Analyst Rishi Jaluria join for more insight into the two tech giants. Next, we cover Cathie Wood’s latest trade and Shopify’s second quarter results. With Meta earnings on deck this afternoon, Big Technology Founder Alex Kantrowitz joins on what to expect from the report. We also hear from CNBC’s Bob Pisani on the performance of some of the biggest names in tech this year. Later, we check on the health of subscription models amid the current down cycle.
Jul 27, 2022
What to Expect From Big Tech, Measuring the Digital Ad Slowdown & Forecasting the Cloud 7/26/22
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Our anchors kick off today’s show with Walmart’s consumer demand warning and Bespoke Investment Group’s Paul Hickey joins to discuss what it means for the tech sector. Then, CNBC’s Julia Boorstin covers the digital advertising slowdown and how it will impact Alphabet. Next, The Verge Editor-in-Chief Nilay Patel and Jefferies Analyst Brent Thill join to share their thoughts on Big Tech ahead of this week’s huge earnings lineup. CNBC’s Kate Rooney also reports on the SEC’s investigation of Coinbase, which is sending shares to the downside today. Then, we have Former VMware COO Sanjay Poonen break down his outlook for Big Tech’s cloud businesses. Later, we cover two celebrities criticizing Instagram for becoming too much like TikTok.
Jul 26, 2022
Big Tech on Deck, Klarna CEO on Valuation Cut & NFL+ Launches 7/25/22
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Our anchors begin today’s show with CNBC’s Dom Chu breaking down what to expect from Big Tech earnings this week. Then, we hear from Bank of America Analyst Tal Liani after he downgraded key networking stocks. Later, we return to Big Tech’s big week with insight from Wedbush Securities Head of Equity Trading Sahak Manuelian. Plus, Klarna CEO Sebastian Siemiatkowski joins for his first broadcast interview since the buy now, pay later company’s valuation plunged 85%. We also cover the National Football League launching its NFL+ app for $4.99 a month.
Jul 25, 2022
Snap Shares Plunge on Q2 Results, Cano Health CEO Marlow Hernandez on Amazon in Healthcare & Baidu Bets Big on Autonomous Vehicles 7/22/22
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Our anchors begin today’s show breaking down social media platform Snap’s latest results with “Margins” Editor Ranjan Roy and Platformer News Founder Casey Newton. Then, CNBC’s Dom Chu covers potential trouble ahead for the Nasdaq with a slew of big tech names reporting earnings next week, and Truist Co-Chief Investment Officer Keith Lerner joins after publishing a new call upgrading the tech sector. Next, we circle back to Snap with Guggenheim analyst Michael Morris and Stifel analyst Mark Kelley, and primary care provider Cano Health Founder and CEO Marlow Hernandez offers his insight on Amazon’s impact in the medical space. Later, CNBC’s Eunice Yoon shares new reporting on Chinese search giant Baidu making a big bet on autonomous vehicles.
Jul 22, 2022
Amazon Branches into Healthcare, President Biden Tests Positive for Covid & Binance CEO Changpeng Zhao on the Crypto Ecosystem 7/21/22
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Our anchors begin today’s show covering Amazon on pace for its best month in more than two years, and primary care tech company Founder and CEO Adrian Aoun weighs in on the e-commerce giant buying healthcare provider One Medical. Then, CNBC’s Kayla Tausche reports on President Biden testing positive for Covid-19, and Bank of America Managing Director John Murphy breaks down Tesla’s latest earnings. Next, Evercore ISI Head of Internet Research Mark Mahaney takes a closer look at Amazon, and Loup Ventures Managing Partner Doug Clinton shares his insight on private market valuations. Later, CNBC’s Kate Rooney delivers new details on the first-ever crypto insider trading case, and crypto exchange Binance CEO Changpeng Zhao offers his perspective on the broader digital currency landscape.
Jul 21, 2022
Breaking Down Netflix’s Latest Earnings, Former Twitter CEO Dick Costolo on Elon Musk’s Legal Battle & Previewing Tesla’s Q2 Results 7/20/22
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Our anchors begin today’s show recapping Netflix’s latest earnings with Citi analyst Jason Bazinet, and CNBC’s Mike Santoli breaks down the Nasdaq showing signs of life to start July. Then, Former Twitter CEO Dick Costolo offers his take on the platform’s lawsuit against Elon Musk, and we circle back for more on Netflix with CNBC’s Dom Chu. Next, FullCycle Founder and Managing Partner Ibrahim AlHusseini previews Tesla’s Q2 results after the bell, and CNBC’s Ylan Mui covers the CHIPS Act clearing a key hurdle in the Senate. Later, CNBC’s Eunice Yoon shares new reporting on potential trouble brewing for Chinese tech companies and their workers.
Jul 20, 2022
TechCheck+ chats with Meta's chief diversity officer Maxine Williams — 7/19/22
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CNBC's Julia Boorstin chats with Maxine Williams, chief diversity officer at Meta, on fostering diversity and inclusion initiatives at the company, remote work trends, and much more.
Jul 19, 2022
Elon Musk and Twitter Face Off in Court, Previewing Netflix’s Earnings & New Reporting on the Bankruptcy of Celsius Network 7/19/22
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Our anchors begin today’s show covering the latest in the Elon Musk-Twitter saga as their lawyers face off for the first time in court, with insight from Plexo Capital Founding Managing Partner Lo Toney and Verge Editor-in-Chief Nilay Patel. Then, Former Amazon Studios Head of Strategy Matthew Ball joins to preview Netflix’s earnings after the bell, and CNBC’s Kate Rooney shares new reporting on the bankruptcy of crypto lender Celsius Network. Later, we circle back to the legal battle between Musk and Twitter with insight from Former Delaware Court of Chancery Vice Chancellor Carolyn Berger.
Jul 19, 2022
Potential Consolidation Targets in Streaming, Airbus CEO Guillaume Faury on Supply Chain Challenges & GlobalFoundries CEO Thomas Caulfield on Domestic Chip Production 7/18/22
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Our anchors start today’s show with CNBC’s Mike Santoli analyzing the state of the bear market, and GGV Capital Managing Partner Jeff Richards joins with his outlook for consolidation in the software space. Then, BMO Wealth Management Chief Investment Strategist Yung-Yu Ma joins to discuss Netflix before the streaming giant reports earnings tomorrow, and CNBC’s Phil LeBeau sits down with Airbus CEO Guillaume Faury at Britain’s Farnborough International Airshow. Later, chipmaker GlobalFoundries CEO Thomas Caulfield offers insight on what lies ahead for domestic semiconductor production, and CNBC’s Ylan Mui shares highlights from her interview with Lockheed Martin CEO Jim Taiclet on the potential for a vote on the CHIPS Act in Congress this week.
Jul 18, 2022
Stripe Slashes Internal Valuation, Morgan Stanley Lowers Estimates for Microsoft & A Look at the Turbulent Crypto Ecosystem 7/15/22
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Our anchors begin today’s show with New Street Advisors Group Founder and CEO Delano Saporu offering his outlook for tech earnings and the current interest rate environment, and NYU Stern School of Business Professor Aswath Damodaran offers his insight on payments company Stripe cutting its internal valuation by nearly 30%. Then, Morgan Stanley analyst Keith Weiss joins after lowering his estimates for Microsoft, and KeyBanc Capital Markets analyst Brandon Nispel shares his outlook for Apple. Later, CNBC’s MacKenzie Sigalos looks at the broader crypto landscape in the wake of lender Celsius Network filing for bankruptcy, and CNBC’s Kayla Tausche reports on President Biden’s meeting in Saudi Arabia with Crown Prince Mohammed bin Salman.
Jul 15, 2022
E-Commerce Reacts to Market Volatility, Netflix Teams With Microsoft on Ad-Supported Tier & Potential Advertising Opportunities for Apple 7/14/22
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Our anchors begin today’s show with CNBC’s Steve Liesman breaking down Federal Reserve Governor Christopher Waller’s latest comments on the economy, and Founders Fund Partner Keith Rabois joins to discuss the reaction of e-commerce to the ongoing volatility. Then, our Julia Boorstin covers Netflix’s plans to team up with Microsoft on an ad-supported subscription platform, and Bank of America analyst Wamsi Mohan offers his thoughts on advertising opportunities for Apple. Next, CNBC’s Ylan Mui reports on potential legislation that could provide billions in tax incentives and grants for domestic semiconductor manufacturing, and CNBC’s Kate Rooney looks at bankruptcy proceedings across the crypto industry. MoffettNathanson Partner Lisa Ellis also shares her insight on the fintech space, and CNBC’s Phil LeBeau analyzes Tesla’s market share in the U.S. Later, our Julia Boorstin returns to recap her interview with toy company Mattel CEO Ynon Kreiz from CNBC’s annual Evolve Summit.
Jul 14, 2022
Twitter Sues Elon Musk, Finding Red Flags in the Investing Industry & Unity Announces Plans to Merge with IronSource 7/13/22
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Our anchors begin today’s show with CNBC’s Mike Santoli breaking down the impact of the morning’s CPI data on high-growth tech trading, and Citi analyst Ron Josey shares his outlook for Amazon amid the current inflationary environment. Then, our Julia Boorstin reports on Twitter filing a lawsuit against Elon Musk in hopes of getting him to complete his deal to buy the platform. Next, QVR Advisors CIO and Managing Member Benn Eifert joins after publishing a new piece on red flags in the investment industry, and CNBC’s Steve Kovach covers video game software company Unity’s plans to merge with app business platform ironSource. Later, Guggenheim Partners Senior Managing Director Robert Bartlett offers his thoughts on consolidation in the software space, and we circle back to the Musk-Twitter lawsuit with Vanderbilt Law Professor Morgan Ricks.
Jul 13, 2022
Etsy CEO Josh Silverman and Code.org CEO Hadi Partovi on Expanding Computer Science Education & NetApp CEO George Kurian on Enterprise Cloud Outlook 7/12/22
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Our anchors begin today’s show with CNBC’s Mike Santoli looking ahead to the impact of tomorrow’s inflation numbers on high-growth tech trading, and Morgan Stanley Head of Global Auto Research Adam Jonas offers his thoughts on a potential car from Apple. Then, Etsy CEO Josh Silverman and Code.org Co-Founder and CEO Hadi Partovi join after signing a new letter alongside 500 other corporate leaders calling on governors to expand access to computer science classes in schools across the country. Later, data management company NetApp CEO George Kurian offers his outlook for macro and foreign exchange crosswinds affecting the enterprise cloud space.
Jul 12, 2022
Elon Musk Looks to Scrap Twitter Deal, The Bull Case for Meta and Alphabet & Family Offices Go Big on Crypto 7/11/22
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Our anchors begin today’s show covering Elon Musk looking to scrap his deal to buy Twitter, and Satori Fund Founder Dan Niles shares his thoughts on the state of the broader market. Then, Goldman Sachs Managing Director Eric Sheridan offers his bear case for Meta and Alphabet, and CNBC’s Leslie Picker breaks down the performance of hedge funds in the first half of 2022. Next, we circle back to the Twitter-Musk legal battle with analysis from Columbia Law School Professor Zohar Goshen, and CNBC’s Robert Frank reports on prominent family offices investing large portions of their holdings in digital currencies. Later, Council on Foreign Relations Senior Fellow Sebastian Mallaby joins after publishing a new column in the Washington Post betting big on crypto’s future.
Jul 11, 2022
Breaking Down the Growth Rally, The Bull Case for Software and Semis & Tether CTO Paolo Ardoino on the Stablecoin Ecosystem 7/8/22
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Our anchors begin today’s show breaking down the rally in growth stocks with CNBC’s Dom Chu, and Goldman Sachs Asset Management Portfolio Manager Brook Dane joins with his bull case for software and semiconductors. Then, Former Square Executive Chairman Jackie Reses offers her outlook for fintech, and CNBC’s Steve Kovach highlights the week’s gains for mega-cap tech names. Next, CNBC’s Steve Liesman covers recent comments from Fed Governor Lael Brainard on the crypto space, and stablecoin Tether Chief Technology Officer Paolo Ardoino shares his insight amid the broader turbulence hitting digital currencies. Later, our Julia Boorstin recaps her interview with Liberty Media CEO Greg Maffei from the Sun Valley conference, covering M&A, the expansion of Formula 1 and more.
Jul 08, 2022
Tech Start-Up Funding Plunges in 2022, A Look at TikTok’s User Data Storage & Samsung Reports Q2 Results 7/7/22
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Our anchors begin today’s show with CNBC’s Mike Santoli weighing in on the market’s rotation back into growth, and Craft Ventures Co-Founder David Sacks offers his insight on tech start-ups amid the current volatility. Then, Platformer Editor Casey Newton joins after publishing a new piece on TikTok’s storage of user data, and CNBC’s Kristina Partsinevelos reports on Samsung’s Q2 results. Next, Evercore ISI Head of Internet Research Mark Mahaney shares his outlook for the sector, and our Julia Boorstin covers the latest on the broader pullback in ad spending from the Sun Valley conference in Idaho. Later, CNBC’s Kate Rooney breaks down the role of FTX CEO Sam Bankman-Fried in helping to stabilize the crypto ecosystem.
Jul 07, 2022
Amazon Takes Stake in Grubhub, Arm CEO Rene Haas on Chip Space Outlook & Sun Valley Conference Kicks Off in Idaho 7/6/22
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Our anchors begin today’s show with Needham analyst Bernie McTernan offering his insight on Amazon taking a stake in food delivery platform Grubhub, and Evercore ISI analyst Amit Daryanani explains his recent decision to downgrade HP. Then, Incisive Ventures Founder and Managing Partner Martin Tobias makes his case against VC firms becoming investment advisors, and chip designer Arm CEO Rene Haas shares his outlook for the broader semiconductor space. Later, our Julia Boorstin reports from the Sun Valley conference in Idaho as some of the biggest names in media and tech gather with macroeconomic uncertainty, streaming and advertising spending in full focus.
Jul 06, 2022
Tesla Misses Q2 Vehicle Delivery Estimates, A Look at Andy Jassy’s First Year as Amazon CEO & Breaking Down Micron’s Earnings and Guidance 7/5/22
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Our anchors begin today’s show looking at Tesla missing the Street’s consensus for Q2 vehicle deliveries, with insight from CNBC’s Phil LeBeau and Threadneedle Ventures Founder and Managing Partner Ann Berry. Then, Morgan Stanley analyst Erik Woodring shares his thoughts on Apple amid the current macro environment, and Madrona Venture Group Managing Partner Matt McIlwain joins with his perspective on what to expect from Amazon CEO Andy Jassy’s second year on the job. Next, CNBC’s Mike Santoli looks at the Nasdaq pricing in negative investor sentiment, and former VMware COO Sanjay Poonen offers his perspective on what to expect from tech trading in the second half of 2022. Later, our team breaks down chipmaker Micron posting earnings and disappointing guidance amid a volatile year for semiconductor stocks.
Jul 05, 2022
'The Offer' EP Nikki Toscano on showcasing the making of 'The Godfather' — 7/1/22
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: CNBC's Carl Quintanilla sits down with Nikki Toscano, showrunner and executive producer of "The Offer” on Paramount+, to dive into how the limited series showcases Oscar-winning producer Albert S. Ruddy's never-before-seen experiences making “The Godfather.” They discuss how the show’s producers cast fresh faces to play cinema icons Al Pacino and Marlon Brando, competing in a flooded streaming environment contending with bidding wars, and words of advice for young up-and-coming showrunners entering the industry.
Jul 01, 2022
Meta Slashes Engineer Hiring Targets, Micron’s Guidance Miss Sends Shares Sliding & FTX Reportedly Looks to Buy BlockFi 7/1/22
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Our anchors begin today’s show covering Meta’s plans to adapt to the current downturn, and Bessemer Venture Partners’ Elliott Robinson joins with his outlook for the cloud sector. Then, Needham analyst Rajvindra Gill shares his insight on chipmaker Micron’s latest earnings and guidance. Next, we take a deep dive into rumors that crypto exchange FTX might be looking to buy crypto lender BlockFi with CNBC’s Kate Rooney and Telstra Ventures General Partner Yash Patel. Former Google SVP of Ads and Commerce Sridhar Ramaswamy also discusses Meta’s digital ad spend, and CNBC’s Leslie Picker breaks down the macro headwinds driving a drop in buyout volume. Later, CNBC’s Phil LeBeau reports on a lawsuit alleging racial abuse against Black employees at Tesla, and we share highlights from the latest episode of our Carl Quintanilla’s “Binge” digital series, sitting down with “The Offer” Showrunner and Executive Producer Nikki Toscano.
Jul 01, 2022
TechCheck+ chats with Yelp executive on response to Roe v. Wade reversal — 6/30/22
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How are tech executives responding to the Supreme Court’s ruling to overturn Roe v. Wade? TechCheck producer Brandon Gomez talks with Yelp's Chief Diversity Officer Miriam Warren. They discuss the ruling's impact on company benefits for employees, covering out-of-state travel for reproductive care and how their companies decide when to weigh in on social issues that impact their teams.
Jun 30, 2022
Bumble CEO Whitney Wolfe Herd on Roe v. Wade, Digital Realty CEO William Stein Responds to Chanos Short & Snapchat Unveils New Subscription Service 6/30/22
00:44:26
Our anchors start today’s show breaking down the first half of the year for tech trading with Wall Street Journal markets reporter Gunjan Banerji and Neuberger Berman CIO of Global Research Strategies Hari Ramanan. Then, CNBC’s Kate Rooney reports on the SEC rejecting crypto investment platform Grayscale’s proposal to turn its Bitcoin fund into an ETF. Next, Bumble Founder and CEO Whitney Wolfe Herd offers her thoughts on the Supreme Court overturning Roe v. Wade and more, and Digital Realty CEO William Stern joins to respond to investor Jim Chanos’ short on data center companies. Later, CNBC’s Steve Kovach reports on the potential impact of China’s Covid lockdowns on Apple’s business, and our Julia Boorstin covers the features that will become available through the new Snapchat Plus subscription service.
Jun 30, 2022
FCC Commissioner Calls for App Stores to Remove TikTok, Pinterest CEO Ben Silbermann Announces Plans to Step Down & iPhone Celebrates 15th Anniversary 6/29/22
00:42:40
Our anchors begin today’s show looking at the current environment for short sellers with GGV Capital Managing Partner Jeff Richards, and FCC Commissioner Brendan Carr joins after publishing a letter calling for Apple and Google to remove TikTok from their app stores. Then, CNBC’s Frank Holland recaps his interview with FedEx CEO Raj Subramaniam ahead of the company’s investor day, and Greycroft Partner Kamran Ansari offers his perspective on Pinterest as founder and CEO Ben Silbermann announces plans to step down. Next, our Jon Fortt shares highlights from his conversation on the current market turbulence with Nasdaq CEO Adena Friedman, and CNBC’s Leslie Picker breaks down the effects of the recent crypto collapse on the broader financial system. CNBC’s Kate Rooney also reports on customers being impacted by crypto company Celsius Network freezing withdrawals. Later, Wall Street Journal Senior Personal Technology Columnist Joanna Stern and CNBC’s Steve Kovach share their insight on Apple as the Journal debuts a new documentary marking the 15th anniversary of the iPhone.
Jun 29, 2022
FTX Denies Robinhood Acquisition Rumors, A Look at the Fintech Consolidation Landscape & Big Tech Pushes Back Against Anti-LGBTQ Legislation 6/28/22
00:44:11
Our anchors start today’s show covering the rumors that crypto exchange FTX might be looking to buy trading platform Robinhood, with insight from CNBC’s Kate Rooney and Slow Ventures General Partner Sam Lessin. Then, Bain & Company Partner Michael Cashman offers his perspective on the broader consolidation landscape in fintech, and Jefferies analyst Brent Thill joins to discuss his upgrade of cloud computing firm Snowflake. Next, our Julia Boorstin looks at catalysts sending Disney shares higher, and Wedbush Securities Head of Equity Trading Sahak Manuelian shares his outlook for tech amid the ongoing volatility. Later, CNBC’s Steve Kovach reports on big tech names pushing back against anti-LGBTQ legislation.
Jun 28, 2022
Tech Companies React to Overturn of Roe v. Wade, Snowflake CEO Frank Slootman on User Conference & FalconX CEO Raghu Yarlagadda on Latest Funding Round 6/27/22
00:44:27
We start today’s show with New Street Advisors Group Founder and CEO Delano Saporu sharing his outlook for Meta, Coinbase and more, and Citi Co-Head of U.S. Software Equity Research Tyler Radke joins with his top picks amid the volatility. Then, our Julia Boorstin reports on the reaction of tech companies to the Supreme Court overturning Roe v. Wade, and Snowflake CEO Frank Slootman offers his main takeaways from the cloud computing firm’s recent global user conference. Later, FalconX CEO Raghu Yarlagadda discusses the crypto trading platform doubling its valuation with a $150 million funding round.
Jun 27, 2022
The Supreme Court Overturns Roe v. Wade 6/24/22
01:00:16
We spend today’s show bringing you CNBC’s breaking coverage of the Supreme Court overturning Roe v. Wade, with live reporting from Chief General News Anchor Shepard Smith and insight on the implications of the ruling moving forward.
Jun 24, 2022
Federal Reserve Chair Jerome Powell Testifies Before the House Financial Services Committee 06/23/22
01:00:37
We spend today’s show covering Federal Reserve Chairman Jerome Powell’s live testimony on monetary policy before the House Financial Services Committee, discussing inflation, quantitative tightening, unemployment and more.
Jun 23, 2022
Federal Reserve Chair Jerome Powell Testifies Before the Senate Banking Committee 6/22/22
01:00:21
We spend today’s show bringing you Federal Reserve Chairman Jerome Powell’s live testimony on monetary policy before the Senate Banking Committee, sharing his thoughts on interest rates, inflation, energy prices and more.
Jun 22, 2022
TechCheck+ | Crypto Winter: Where does bitcoin go next? 6/21/2022
00:18:15
CNBC TechCheck’s Deirdre Bosa on the latest bitcoin price volatility and continued fallout with Samson Mow, CEO of JAN3.
Jun 21, 2022
Snap CEO Evan Spiegel on Outlook, ProShares Launches First Bitcoin Short ETF & Gong CEO Amit Bendov on Tech Revenue Guidance 06/21/22Bitcoin Short ETF & Gong CEO Amit Bendov on Tech Revenue Guidance 06/
00:44:30
Our anchors begin today’s show with Snap CEO Evan Spiegel after the social media platform started testing a paid subscription model last week to try boosting revenue. Then, CNBC’s Kate Rooney reports on the recent crash in crypto prices, and ProShares Global Investment Strategist Simeon Hyman joins after launching the first Bitcoin short ETF. Next, CNBC’s Frank Holland looks at how currency values are impacting growth for cloud and enterprise tech, and revenue forecasting firm Gong Co-Founder and CEO Amit Bendov offers his thoughts on sales guidance amid the ongoing volatility. Later, Verge Editor-in-Chief Nilay Patel previews the news site’s Netflix series, “The Future Of,” before the show premieres tonight.
Jun 21, 2022
Finding Reasons for Near-Term Bullishness, Elon Musk Holds First Meeting with Twitter Staff & The State of Crypto in Latin America 6/17/22
00:42:48
Our anchors begin today’s show with CNBC’s Mike Santoli analyzing the Nasdaq 100 losing a third of its value amid the recent volatility, and NorthmanTrader Founder Sven Henrich offers some reasons for being bullish in the near term. Then, CNBC’s Steve Kovach recaps highlights from Elon Musk’s first meeting with Twitter’s staff, and Bank of America analyst Jessica Reif Ehrlich shares her outlook for media stocks. Next, March Capital Co-Founder and Managing Partner Sumant Mandal discusses where to find value following yesterday’s tech sell-off, and CNBC’s Kate Rooney reports on crypto investor sentiment in Miami. Later, Big Technology newsletter author Alex Kantrowitz joins after publishing a new piece on the state of digital currency in Latin America, and CNBC’s Frank Holland covers efforts being taken to increase minority representation in tech.
Jun 17, 2022
Nasdaq Plunges to Start the Morning, T-Mobile CEO Mike Sievert on Free In-Flight Internet Announcement & Silvergate Capital CEO Alan Lane on Crypto Plunge 6/16/22
00:48:18
Our anchors begin today’s show with CNBC’s Mike Santoli breaking down the Nasdaq selling off to start the morning, and Satori Fund Founder Dan Niles offers his outlook for whether investors should expect more pain ahead for the markets. Then, T-Mobile CEO Mike Sievert joins as the telecom provider announces free in-flight internet and streaming on U.S. airlines, and crypto bank Silvergate Capital CEO Alan Lane offers his outlook as the ongoing volatility hammers digital currencies. Next, CNBC’s Dom Chu covers some of the top tech laggards plunging on the day, and Microsoft EVP and Chief Commercial Officer Judson Althoff discusses the company launching a new product to expand its influence in the sales software market. Later, CNBC’s Kristina Partsinevelos takes a deeper dive into some of the worst performing names across fintech, semiconductors and Chinese tech.
Jun 16, 2022
The Bull Case for Netflix, Maryland Apple Store Workers Kick Off Union Vote & Ways to Improve Hybrid Work Meetings 06/15/22
00:48:48
Our anchors begin today’s show breaking down defensive tech plays amid the volatility in the markets with CNBC’s Dom Chu, and Credit Suisse Head of U.S. Equity Strategy and Quantitative Research Jonathan Golub offers his long-term outlook for the sector. Then, Cowen analyst John Blackledge joins to discuss his bull case for Netflix, and CNBC’s Steve Kovach reports on Apple Store workers in Maryland kicking off their union election today. Next, we bring in a pair of opposing viewpoints on Bitcoin as the digital currency continues its declines this morning, with crypto investor and Archetype Venture Partner Katherine Wu facing off against crypto critic and Pinboard Founder Maciej Ceglowski. Later, Wall Street Journal Senior Personal Technology Columnist Joanna Stern discusses remote work trends and ways to improve hybrid meetings.
Jun 15, 2022
Finding Software Plays Amid Volatility, Coinbase Announces Layoffs & Congressional Lawmakers Work Toward Tech Legislation 06/14/22
01:00:17
Our anchors begin today’s show hunting for defensive and value plays in software with Wells Fargo Senior Analyst Michael Turrin and Altimeter Capital Partner Jamin Ball. Then, CNBC’s Kate Rooney breaks down crypto exchange Coinbase’s plans to lay off 18% of its workforce. Next, MoffettNathanson analyst Lisa Ellis and Castle Island Ventures Founding Partner Nic Carter offer their takes on how to play the digital currency space, and CNBC’s Kristina Partsinevelos covers some of 2022’s top Nasdaq laggards. Later, Wilmington Trust Head of Investment Strategy Meghan Shue discusses her outlook for tech amid fears of a recession, and CNBC’s Ylan Mui reports on congressional lawmakers working toward new privacy legislation and a tech antitrust bill.
Jun 14, 2022
Nasdaq Plunges to Start the Week, Former Zillow CEO Spencer Rascoff on Finding Value in Amazon & Bitcoin Hits Lowest Levels Since Late 2020 6/13/22
00:51:32
Our anchors begin today’s show breaking down the morning’s massive sell-off with CNBC’s Mike Santoli, and CNBC’s Steve Kovach breaks down the impact of the volatility on some of the biggest names in tech. Then, Zillow Co-Founder and Former CEO Spencer Rascoff shares his bull case for Amazon, and CNBC’s Kate Rooney looks at Bitcoin hitting its lowest levels since late 2020. Next, Bank of America analyst Jason Kupferberg weighs in on consumer interest in crypto, and Goldman Sachs analyst Kash Rangan offers insight on finding value in the software space. Later, New Street Advisors Group Founder and CEO Delano Saporu and Neuberger Berman Managing Director Daniel Flax share a broader perspective on navigating the volatility and hunting for opportunity in the current environment.
Jun 13, 2022
TechCheck+ Jim Cramer in San Francisco 6/10/22
00:25:10
Join CNBC TechCheck’s Deirdre Bosa for a livestream with Jim Cramer at CNBC’s 1 Market Studio in San Francisco. As Jim wraps up his week on the west coast, they’ll discuss the state of tech in the markets, the CNBC Investing Club, and takeaways from his week in Silicon Valley.
Jun 10, 2022
Jim Cramer Joins to Talk Today’s Tech Weakness, DocuSign CEO on the Quarter & How to Play the Sell-Off 6/10/22
00:52:05
Our anchors kick off this Friday’s show with Jim Cramer covering today’s big movers amid the broader sell-off. Then, DocuSign CEO Dan Springer joins to break down the latest quarterly results that sent shares off a cliff this morning. Later, we discuss how to play the sell-off with Needham Portfolio Manager Chris Retzler. Plus, New York Times Reporter Peter Coy joins to speak about his latest op-ed, “The U.S. Tech Sector is Looking Weak. That’s a Geopolitical Risk.”
Jun 10, 2022
The Bull and Bear Case for Meta, Microsoft Launches Game Pass Service for Samsung TVs & Citi Lowers Estimates on Intel 06/09/22
00:44:28
Our anchors begin today’s show taking a deep dive into Meta’s valuation, headwinds and more with CNBC’s Dom Chu and our Julia Boorstin. Then, Canvas Ventures General Partner Mike Ghaffary and Jefferies analyst Brent Thill debate the bull and bear cases for Meta, and CNBC’s Steve Kovach reports on Microsoft launching a game pass service for Samsung TVs. Next, Citi analyst Christopher Danely shares his outlook for Intel and the broader chip space, and Bernstein analyst Nikhil Devnani weighs in on top picks DoorDash, Etsy and Uber. Later, CNBC’s Kate Rooney covers SEC Chair Gary Gensler’s proposed rule changes for stock trading firms.
Jun 09, 2022
Breaking Down Netflix-Roku Acquisition Rumors, Flexport CEO Ryan Petersen on C-Suite Change & Smartsheet CEO Mark Mader on Results 6/8/22
00:44:28
Our anchors start today’s show hunting for opportunity amid the down market with CNBC’s Dom Chu, and our Julia Boorstin reports on rumors surrounding Netflix acquiring streamer Roku. Then, MoffettNathanson Senior Managing Director Michael Nathanson circles back with more insight on Netflix, and Flexport CEO Ryan Petersen joins after announcing outgoing Amazon Worldwide Consumer CEO Dave Clark will become the freight forwarding company’s new CEO. Next, CNBC’s Bob Pisani joins for a look at the crypto landscape from Piper Sandler’s Global Exchange Conference, and our Julia Boorstin returns with highlights from Spotify’s first investor day since going public in 2018. Later, Smartsheet CEO Mark Mader breaks down the software-as-a-service firm’s latest results and guidance.
Jun 08, 2022
MongoDB CEO Dev Ittycheria on Outlook, GitLab CEO Sid Sijbrandij on Q1 Beat & Uber Teams with Waymo on Autonomous Trucking 6/7/22
00:44:50
Our anchors begin today’s show with CNBC’s Jim Cramer sharing his thoughts on Apple following the start of the tech giant’s Worldwide Developers Conference, and MongoDB CEO Dev Ittycheria offers insight as the software firm hosts its investor day. Next, our Julia Boorstin reports on Texas Attorney General Ken Paxton opening an investigation into bot accounts on Twitter, and Verge Editor-in-Chief Nilay Patel circles back for a closer look at Apple’s biggest announcements from WWDC. DevOps platform GitLab CEO Sid Sijbrandij also joins after beating the Street’s expectations in Q1, and CNBC’s Kate Rooney delivers an update on PayPal letting users transfer crypto on and off the platform. Later, CNBC’s Phil LeBeau covers Uber’s plans to team up with Waymo on autonomous trucking.
Jun 07, 2022
What to Expect from Apple’s WWDC, Affirm CEO Max Levchin on Buy-Now-Pay-Later Outlook & Big Tech Reacts to Potential Federal Privacy Bill
00:44:13
Our anchors start today’s show with Satori Fund Founder Dan Niles offering his outlook for the markets, and CNBC’s Steve Kovach joins Wall Street Journal Senior Personal Technology Columnist Joanna Stern to share their expectations for Apple’s annual Worldwide Developers Conference. Next, our Julia Boorstin reports on the latest in the Elon Musk-Twitter saga, and Affirm Founder and CEO Max Levchin shares his thoughts on the headwinds facing the buy-now-pay-later space. Later, CNBC’s Kate Rooney breaks down software firm MicroStrategy’s attempts to become a Bitcoin company, and CNBC’s Ylan Mui covers big tech’s reaction to a new bipartisan bill that could create a federal framework for data collection and privacy.
Jun 06, 2022
Previewing Apple’s Worldwide Developers Conference, Layoffs Sweep Across Tech & Autonomous Robo-Taxi Service Gains Approval in San Francisco 6/3/22
00:49:52
Our show begins with President Joe Biden delivering remarks on the May jobs report before our anchors share highlights from interviews with HashiCorp CEO Dave McJannet, PagerDuty CEO Jennifer Tejada and Samsara CEO Sanjit Biswas offering their outlook after delivering Q1 results. Then, BMO Wealth Management Chief Investment Strategist Yung-Yu Ma joins with his thoughts on the volatility in tech, and CNBC’s Steve Kovach breaks down the latest on Apple as the tech giant gets set to kick off its annual Worldwide Developers Conference. Later, CNBC’s Kate Rooney covers layoffs and hiring freezes sweeping across the sector, and CNBC’s Phil LeBeau reports on autonomous vehicle company Cruise gaining approval to offer a robo-taxi service to paying riders in San Francisco.
Jun 03, 2022
TechCheck+ Guild Co-founder & CEO Rachel Romer Carlson 6/2/22
00:13:54
CNBC's Julia Boorstin chats with Guild co-founder and CEO Rachel Romer Carlson on the heels of the edtech unicorn announcing a $175 million Series F financing round this morning, including an investment from Oprah Winfrey.
Jun 02, 2022
Meta COO Sheryl Sandberg Plans to Step Down, Hewlett Packard Enterprise CEO Antonio Neri on Q2 Earnings & C3 AI CEO Tom Siebel Discusses Latest Results 6/2/22
00:44:21
Our anchors begin today’s show covering Microsoft cutting its quarterly revenue and earnings guidance, with insight from CNBC’s Steve Kovach and Bespoke Investment Group Co-Founder Paul Hickey. Then, our Julia Boorstin reports on Meta COO Sheryl Sandberg’s plans to step down from her role, and Hewlett Packard Enterprise CEO Antonio Neri joins for a look at the company’s Q2 earnings. Next, we circle back to Sheryl Sandberg’s announcement with Chegg CEO Dan Rosensweig, who helped introduce her to Meta CEO Mark Zuckerberg. C3 AI CEO Tom Siebel also weighs in on the enterprise software provider’s latest results, and our Julia Boorstin returns for a deep dive into social media platforms Snap and Pinterest. Later, our Jon Fortt shares highlights from his interview with Qualcomm CEO Cristiano Amon and ServiceNow CEO Bill McDermott at the first-ever Fortt Knox dinner.
Jun 02, 2022
Breaking Down Salesforce’s Latest Earnings, San Francisco Federal Reserve President Mary Daly on Inflation & “Stranger Things” Breaks Netflix Opening Weekend Viewing Record 6/1/22
00:44:30
Our anchors begin today’s show breaking down the latest earnings from software company Salesforce with Index Ventures Partner Nina Achadjian and Evercore ISI Senior Managing Director Kirk Materne. Then, CNBC’s Frank Holland covers HP’s quarterly results, and San Francisco Federal Reserve President and CEO Mary Daly joins for an exclusive interview on inflation, rate hikes and more. Next, our Julia Boorstin reports on the Supreme Court temporarily blocking a controversial Texas law that would ban online platforms from moderating or removing content based on viewpoint. CNBC’s Ylan Mui also covers the Senate moving closer to a bipartisan deal on antitrust legislation that could affect Amazon, and Neuberger Berman CIO Hari Ramanan shares insight on tech investments that could help investors ride out the current economic headwinds. Later, our Julia Boorstin returns for a look at “Stranger Things” breaking Netflix’s opening weekend viewing record.
Jun 01, 2022
The Bull and Bear Case for Software, “Top Gun: Maverick” Beats Box Office Expectations & Finding Opportunity in Fintech 5/31/22
00:44:21
Our anchors begin today’s show with CNBC’s Dom Chu breaking down falling valuations among stocks with strong fundamentals. Then, ACME Capital Co-Founder and Partner Hany Nada and Jefferies analyst Brent Thill debate the bull and bear cases for software, and Citi Managing Director Jim Suva shares his insight on opportunities in hardware. Next, our Julia Boorstin recaps the massive opening weekend for “Top Gun: Maverick,” and CNBC’s Kristina Partsinevelos highlights the top Nasdaq movers of the morning. NorthmanTrader Founder Sven Henrich also joins for a look at inflation and the tech sector, and CNBC’s Kate Rooney analyzes winners and losers in the fintech space. Later, CNBC’s Frank Holland previews earnings from Salesforce and HP before both companies report results after the bell.
May 31, 2022
Zscaler CEO Jay Chaudhry, Snowflake CEO Frank Slootman & Autodesk CEO Andrew Anagnost Break Down Their Latest Earnings 5/27/22
00:44:36
Our anchors begin today’s show with Bessemer Venture Partners’ Byron Deeter sharing his outlook for enterprises pulling back hiring and spending, and Zscaler CEO Jay Chaudhry joins for a look at the cloud security provider’s latest earnings. Then, our Julia Boorstin reports on Twitter shareholders filing a class action lawsuit against Elon Musk and the platform, and Snowflake CEO Frank Slootman offers his insight on the cloud computing firm’s results and guidance. Later, software company Autodesk CEO Andrew Anagnost weighs in after beating the Street in Q1, sending shares surging.
May 27, 2022
Broadcom to Acquire VMware for $61 Billion, Breaking Down Nvidia’s Latest Earnings & Apple Boosts Pay for Employees Worldwide 5/26/22
00:44:34
Our anchors begin today’s show breaking down chipmaker Broadcom’s plans to acquire cloud computing firm VMware for $61 billion, with insight from Moor Insights & Strategy CEO Patrick Moorhead. Then, Bank of America analyst Vivek Arya joins to discuss semiconductor manufacturer Nvidia’s Q1 earnings, and Maverick Ventures Managing Director Ambar Bhattacharyya looks at the latest results from cloud computing firm Snowflake. Next, our Julia Boorstin reports on Elon Musk increasing his equity commitment for buying Twitter, and CNBC’s Kate Rooney covers venture firm Sequoia Capital warning founders to preserve cash and cut costs. Later, CNBC’s Steve Kovach shares details on Apple boosting pay for both retail and corporate employees worldwide.
May 26, 2022
Breyer Capital CEO Jim Breyer on Investment Outlook, Intuit CEO Sasan Goodarzi on Earnings & Andreessen Horowitz Launches $4.5B Crypto Start-Up Fund 5/25/22
00:43:05
Our anchors begin today’s show hunting for value amid volatility in tech with Destination Wealth Management CEO and Founder Michael Yoshikami, and our Julia Boorstin previews today’s shareholder meetings from Meta and Twitter. Then, Breyer Capital Founder and CEO Jim Breyer shares his investment outlook in an interview from the World Economic Forum in Davos, Switzerland. Next, Intuit CEO Sasan Goodarzi joins after the financial software provider posted an earnings beat with strong guidance, and CNBC’s Kate Rooney reports on venture capital firm Andreessen Horowitz raising $4.5 billion to spend on crypto and blockchain start-ups. MoffettNathanson analyst Lisa Ellis also explains why she cut her price target on crypto exchange Coinbase. Later, CNBC’s Kristina Partsinevelos glances ahead to chipmaker Nvidia’s results after the bell, and CNBC’s Frank Holland offers insight on what to expect from cloud computing firm Snowflake’s earnings.
May 25, 2022
Snap Projects Q2 Revenue Miss, Thoma Bravo Co-Founder Orlando Bravo on Consolidation & Comcast Comments on Electronic Arts Meeting 05/24/22
00:44:23
Our anchors begin today’s show covering Snap CEO Evan Spiegel warning that the social media giant will miss its Q2 targets for revenue and adjusted earnings. Then, CNBC’s Mike Santoli joins for a closer look at select sectors within tech, and Verge Editor-in-Chief Nilay Patel circles back to the fallout from Snap’s announcement. Next, Thoma Bravo Co-Founder and Managing Partner Orlando Bravo weighs in on the overall state of M&A, and our Julia Boorstin covers comments from CNBC parent Comcast surrounding reports about the company’s meeting with video game maker Electronic Arts. Later, Platformer News Founder Casey Newton shares his perspective on Snap’s guidance, and CNBC’s Kristina Partsinevelos breaks down e-commerce and Chinese tech stocks dragging lower to start the morning.
May 24, 2022
Broadcom Reportedly Discusses Buying VMware, Palo Alto Networks CEO Nikesh Arora on Cybersecurity & FTX Pursues Acquisition Targets 5/23/22
00:42:49
Our anchors begin today’s show breaking down reports that chipmaker Broadcom is in talks to purchase cloud computing firm VMware, with insight from GGV Capital Managing Partner Glenn Solomon and Calixto Global Investors Founder Eduardo Costa. Then, cybersecurity provider Palo Alto Networks Chairman and CEO Nikesh Arora joins for an interview on the global state of digital attacks from the World Economic Forum in Davos, Switzerland. Next, our Julia Boorstin covers video game maker Electronic Arts reportedly pursuing a buyer, and Bank of America analyst Wamsi Mohan shares his thoughts on potential M&A options for Apple. Later, CNBC’s Mike Santoli offers insight on how stocks are digesting consumer weakness, and CNBC’s Kate Rogers looks at crypto exchange FTX shopping around for an acquisition target, according to sources.
May 23, 2022
Finding Value in Tech Giants, Elon Musk Accused of Sexual Misconduct & Apple’s Reported Augmented and Virtual Reality Headset 5/20/22
00:43:03
Our anchors begin today’s show looking for cheap opportunities in tech with CNBC’s Dom Chu, and Wedgewood Partners CIO David Rolfe offers insight on finding value in select sector giants. Then, Bernstein Senior Semiconductors Analyst Stacy Rasgon joins after chipmaker Applied Materials missed on the top and bottom lines in their latest results, and CNBC’s Frank Holland breaks down cybersecurity firm Palo Alto Networks’ earnings beating the Street’s expectations. Next, our Julia Boorstin reports on allegations of sexual misconduct against Tesla CEO Elon Musk, and CNBC’s Kristina Partsinevelos looks at stocks driving swings in the major indexes to start the morning. Later, Jacob Asset Management Chairman and CEO Ryan Jacob shares his outlook for growth names amid the current interest rate environment, and CNBC’s Steve Kovach covers Apple’s reported demonstration of a hybrid augmented and virtual reality headset that could formally be revealed in the months ahead.
May 20, 2022
TechCheck+ Closing the Wage Gap in Tech
00:21:32
TechCheck producer Brandon Gomez spoke with U.S. Women’s National Soccer Team star Megan Rapinoe and Trusaic CEO Robert Sheen to discuss how companies can work to close the wage gap in the tech industry. An equal pay champion, Rapinoe recently joined Trusaic - a software company specializing in Human Resources - as their Chief Equality Officer and strategic partner to address gender and racial wage inequality.
May 19, 2022
Venture Capitalist Tim Draper on Bitcoin, Acquisition Opportunities Amid the Current Environment & The Street Gets More Bullish on Meta 05/19/22
00:44:20
Our anchors begin today’s show with CNBC’s Mike Santoli taking a longer-term look at the volatility in the Nasdaq, and Wells Fargo Chairman of Global Internet Investment Banking Bob Peck offers his insight on M&A and IPOs in the current environment. Then, Baird analyst David Koning joins with his thoughts on payments company Block, and venture capitalist and Draper Fisher Jurvetson Founding Partner Tim Draper shares his outlook for Bitcoin, the turmoil in the markets and more. Next, CNBC’s Steve Kovach breaks down the recent performance of several gaming stocks, and CNBC’s Frank Holland covers potential acquisition targets in the cloud and cybersecurity spaces. Later, RBC analyst Rishi Jaluria breaks down possible candidates for consolidation in software, and our Julia Boorstin reports on the Street becoming more bullish on Meta.
May 19, 2022
A Deep Dive into Big Tech: Taking a Closer Look at Alphabet, Amazon, Apple & Microsoft 5/18/22
00:44:37
Our anchors begin today’s show with CNBC’s Mike Santoli breaking down the recent performance of Amazon, Apple, Microsoft and Alphabet, and Evercore ISI Head of Internet Research Mark Mahaney shares guidance on what to expect moving forward from those four names. Then, Lightspeed Venture Partners’ Alex Taussig offers his outlook for tech amid the volatility, and our Julia Boorstin covers valuations among fintech companies on CNBC’s Disruptor 50 list. Next, CNBC’s Steve Kovach and Bernstein Senior Research Analyst Toni Sacconaghi take a closer look at Apple, and CNBC’s Kate Rooney joins for a deep dive into payments company Block’s investor day. Later, CNBC’s Steve Kovach returns with insight into Microsoft, highlighting the company’s cloud growth, enterprise software and more.
May 18, 2022
Top Fund Managers Trade Tech’s Volatility, Recapping the 10th Annual CNBC Disruptor 50 & Flexport CEO Ryan Petersen on Supply Chain 5/17/22
00:44:05
Our anchors begin today’s show with CNBC’s Leslie Picker looking at how some of the top fund managers have been trading the tech volatility of 2022. Then, Cambria Investment Management Founder and CIO Meb Faber weighs in on global tech plays, and CNBC’s Courtney Reagan breaks down Q1 earnings from Walmart and Home Depot. Next, our Julia Boorstin recaps the newly announced members of CNBC’s 10th annual Disruptor 50 list of private companies, and CNBC’s Leslie Picker returns with breaking news on developments in the Department of Justice’s fraud case against Allianz. CNBC’s Steve Kovach also covers video game publisher Take-Two Interactive’s latest results, and CNBC’s Mike Santoli analyzes investor sentiment as stocks rally higher to start the morning. Later, Flexport CEO Ryan Petersen joins after the freight forwarding firm was named the number one pick in the Disruptor 50, and CNBC’s Brian Schwartz shares new reporting on political campaign contributions from crypto executives.
May 17, 2022
Nextdoor CEO Sarah Friar on Results, Breaking Down the State of Enterprise Spending & A Look Back at Past CNBC Disruptor 50 Companies 5/16/22
00:44:19
Our anchors begin today’s show with CNBC’s Mike Santoli explaining similarities and differences between the current sell-off and the dotcom crash, and Satori Fund Founder Dan Niles offers his outlook following last week’s volatility. Then, neighborhood social networking platform Nextdoor CEO Sarah Friar joins after beating the Street in Q1 but posting a miss on guidance, and CNBC’s Dom Chu breaks down Nasdaq names still trading near their 52-week lows. GGV Capital Managing Partner Jeff Richards also shares his perspective on enterprise spending, and our Julia Boorstin covers some of the best and worst performing stocks to have been included in CNBC’s Disruptor 50 list. Later, CNBC’s Courtney Reagan looks at the state of consumers in the U.S. based on trends from retailers including Amazon and eBay.
May 16, 2022
Elon Musk Puts Twitter Deal on Temporary Hold, Breaking Down the Instability in Stablecoins & Alphabet’s Autonomous Driving Plans 5/13/22
00:44:20
Our anchors begin today’s show with “Margins” Editor Ranjan Roy breaking down Elon Musk temporarily pausing his deal to buy Twitter as the platform calculates its total number of spam and fake accounts. Then, Castle Island Ventures Founding Partner Nic Carter offers his perspective on the volatility in crypto, and former Twitter board member Peter Chernin weighs in on the Musk saga and the broader media landscape. Next, CNBC’s Dom Chu covers some of the top movers in the Nasdaq as the index rallies to end the week, and our Deirdre Bosa shares part of her exclusive conversation with Alphabet CEO Sundar Pichai focused on the tech giant’s autonomous driving plans. Later, our Jon Fortt and CNBC’s Kate Rogers air highlights from their interview with restaurant software maker Toast CEO Chris Comparato, and CNBC’s Kristina Partsinevelos joins with insight on chip stocks following Intel’s annual shareholder meeting and Micron’s investor day.
May 13, 2022
An Exclusive Conversation With Alphabet CEO Sundar Pichai: Discussing Free Speech, Digital Privacy, TikTok’s Rise and More - 5/12/22
00:44:27
Our anchors begin today’s show breaking down the massive intraday swings in tech stocks, meme stocks and crypto with CNBC’s Mike Santoli. Then, we share highlights from our exclusive interview with Alphabet CEO Sundar Pichai, discussing the impact of inflation, free speech online, the digital privacy landscape and more. Next, our Julia Boorstin reports on Disney’s latest earnings, and CNBC’s Dom Chu analyzes the decline of Apple’s stock after losing its title as the world’s most valuable company. Later, CNBC’s Kate Rooney covers the continued volatility in cryptocurrency and stablecoins, and we circle back to our conversation with Alphabet’s Sundar Pichai to hear his thoughts on TikTok as a competitor to YouTube.
May 12, 2022
Coinbase’s Results Miss Expectations, SoFi CEO Anthony Noto on Q1 Earnings Beat & States Crack Down on Russia-Linked Metaverse Casino 5/11/22
00:43:20
Our anchors begin today’s show discussing whether the tech bubble has burst with Loup Ventures Managing Partner Gene Munster. Next, CNBC’s Kate Rooney and Mizuho Managing Director Dan Dolev look at the latest results from crypto exchange Coinbase missing the Street’s expectations. Then, SoFi CEO Anthony Noto joins after the personal finance firm posted a beat in Q1, and our Julia Boorstin previews Disney’s earnings after the bell. Later, CNBC’s Dom Chu breaks down the Nasdaq’s top movers to start the morning, and CNBC’s Eamon Javers shares his exclusive coverage of a multi-state crackdown on a metaverse casino with ties to Russia.
May 11, 2022
TechCheck+ Dapper Labs CEO on the future of NFTs, blockchain & Web3 5/10/22
00:16:14
CNBC's Julia Boorstin spoke with Dapper Labs CEO, Roham Gharegozlou, about the future of NFTs, blockchain & Web3.
May 10, 2022
Hunting for Value in Chip Stocks, Peloton Shares Crash After Results Miss & IBM CEO Arvind Krishna on Inflation 5/10/22
00:44:55
Our anchors begin today’s show discussing opportunities in chip stocks with Bespoke Investment Group Co-Founder Paul Hickey, and Evercore ISI Director of Internet Research Shweta Khajuria takes a deep dive into interactive fitness platform Peloton’s latest results miss. Next, Microchip Technology President & CEO Ganesh Moorthy joins after the semiconductor manufacturer posted record revenue, margins and EPS in its most recent earnings. Then, our Jon Fortt shares highlights from his exclusive interview with IBM Chairman and CEO Arvind Krishna, and NorthmanTrader Founder and Lead Market Strategist Sven Henrich offers his reaction to the ongoing volatility. Later, our Julia Boorstin reports on dating services company Match suing Google over a pending billing change, and CNBC’s Kate Rooney covers the plunge in Bitcoin and crypto stocks amid the broader turbulence hitting the markets.
May 10, 2022
Uber Unveils Plans to Cut Costs, Finding Opportunities in FAANG Stocks & Bitcoin’s Price Sinks Amid the Ongoing Sell-Off 5/9/22
00:43:06
Our anchors begin today’s show looking at the continued cratering of tech valuations with Leuthold Group Chief Investment Strategist Jim Paulsen. Then, former Uber Chief Business Officer Emil Michael weighs in on the platform’s latest push to cut costs, and Plexo Capital Founding Managing Partner Lo Toney offers his perspective on the current market trends. Next, our Julia Boorstin breaks down a pitch desk Elon Musk presented to Twitter investors outlining his plans for the social media giant, and CNBC’s Frank Holland recaps some of the top Nasdaq movers of the day. Needham Senior Media and Internet Analyst Laura Martin also joins to discuss opportunities in FAANG stocks, and CNBC’s Kate Rooney reports on the impact of the sell-off on the price of Bitcoin. Later, CNBC’s Phil LeBeau explains why electric vehicle maker Rivian shares are plunging to start the morning, and CNBC’s Mike Santoli covers the downside levels to watch amid the ongoing volatility.
May 09, 2022
Breaking Down the Nasdaq’s Volatility, DoorDash CEO Tony Xu on Earnings & Tech’s Decline Drags Social Media Stocks Lower 5/6/22
00:46:32
Our anchors start today’s show looking at the recent sharp declines in the Nasdaq with CNBC’s Mike Santoli. Then, Craft Ventures Co-Founder David Sacks offers his perspective on the downturn, and DoorDash Co-Founder and CEO Tony Xu joins to discuss the food delivery platform’s latest earnings. Next, Invesco Global Head of ETFs and Indexed Strategies Anna Paglia and CalSTRS CIO Christopher Ailman share their outlook for the volatility in tech. Later, our Julia Boorstin breaks down the losses facing social media, entertainment and communications stocks, and CNBC’s Kristina Partsinevelos looks at some of the top gainers and laggards in tech amid the ongoing turbulence.
May 06, 2022
Deepening Tech Sell-Off Drags Nasdaq Lower, Paramount CEO Bob Bakish on Entertainment Outlook & Expedia CEO Peter Kern on the State of Travel 5/5/22
00:57:25
Our anchors begin today’s show breaking down the Nasdaq’s sell-off to start the morning with CNBC’s Mike Santoli and Canvas Ventures General Partner Mike Ghaffary. Then, CIC Wealth Executive Vice President Malcolm Ethridge offers his insight on protection plays amid the volatility in tech, and our Julia Boorstin sits down for an exclusive interview with media giant Paramount CEO Bob Bakish. Next, Bespoke Investment Group Co-Founder Paul Hickey weighs in on the markets plunging lower, and Expedia CEO Peter Kern joins to discuss the state of travel on the heels of the platform’s latest earnings. CNBC’s Dom Chu also analyzes the key movers dragging down the Nasdaq, and CNBC’s Kate Rooney previews payments company Block’s Q1 results after the bell. Later, CNBC’s Frank Holland offers a closer look at the cloud sector, and CNBC’s Bob Pisani covers the impact of rate hikes and inflation on the broader markets.
May 05, 2022
Benchmark Capital General Partner Bill Gurley on Earnings and Private Equity, AMD Beats the Street in Q1 & Breaking Down Airbnb’s Latest Results 5/4/22
00:45:53
Our anchors begin today’s show covering President Biden’s press conference on economic growth, jobs and deficit reduction. Then, Benchmark Capital General Partner Bill Gurley shares his thoughts on earnings from ride-hailing companies Uber and Lyft, his perspective on private equity and more. Next, Cowen Managing Director Matthew Ramsay breaks down chipmaker AMD’s first quarter earnings beat, and Tapas Capital Advisor and Former Airbnb President Greg Greeley joins for a look at the lodging platform’s recent results. Later, our Julia Boorstin takes a deep dive into online dating service Match as its weak Q2 guidance and unexpected leadership change send shares lower.
May 04, 2022
Chegg CEO Dan Rosensweig on Earnings, Spotting Opportunity in Software Names & ZoomInfo Founder and CEO Henry Schuck on Q1 Results 5/3/22
00:46:06
Our anchors start today’s show looking for high-value, low-price tech names with Bernstein Senior Research Analyst Toni Sacconaghi, and education platform Chegg CEO Dan Rosensweig joins after posting guidance that sent shares sliding. Next, CNBC’s Mike Santoli breaks down areas of strength preventing the sector’s ongoing sell-off from worsening, and GGV Capital Managing Partner Jeff Richards weighs in on opportunities in software stocks. Later, our Julia Boorstin covers media giant Paramount’s latest earnings, and ZoomInfo Founder and CEO Henry Schuck offers a deeper dive into the software company’s Q1 numbers.
May 03, 2022
Onsemi CEO Hassane El-Khoury on Earnings, Finding Value in the Nasdaq’s Decline & Apple Faces EU Regulatory Scrutiny 5/2/22
00:42:55
Our anchors begin today’s show with CNBC’s Mike Santoli breaking down Warren Buffett’s recent investments amid the current volatility following this weekend’s Berkshire Hathaway Shareholders Meeting. Then, Morgan Stanley Managing Director Brian Nowak offers his outlook for big tech on the heels of last week’s earnings, and CNBC’s Frank Holland covers tech names exceeding expectations despite the broader sell-off hitting the sector. Next, Onsemi CEO Hassane El-Khoury joins after the chip supplier posted record earnings, revenue and margins in Q1, and Plexo Capital Founding Managing Partner Lo Toney breaks down places to look for value after the Nasdaq posted its worst month since 2008. Later, our Julia Boorstin reports on the stock performance of media giants including Netflix and Roku, and CNBC’s Steve Kovach looks at the regulatory scrutiny facing Apple in the European Union.
May 02, 2022
Intel CEO Pat Gelsinger on Earnings, Snap CEO Evan Spiegel on New Innovations & Amazon Results Send Shares Plunging 4/29/22
00:43:18
Our anchors begin today’s show with Intel CEO Pat Gelsinger breaking down the chipmaker’s latest earnings, and Snap CEO Evan Spiegel joins for an exclusive conversation following the social media firm’s annual Partner Summit. Then, CNBC’s Dom Chu looks at Amazon from a valuation perspective after the e-commerce giant posted earnings that missed the Street’s expectations. Later, our Julia Boorstin shares highlights from her exclusive interview with streaming platform Roku CEO Anthony Wood, and CNBC’s Steve Kovach weighs in on Apple’s quarterly results.
Apr 29, 2022
Meta Beats the Street in Q1, ServiceNow CEO Bill McDermott on Results & Previewing Apple’s Earnings 04/28/22
00:42:31
Our anchors begin today’s show breaking down Meta’s Q1 earnings beat with Evercore ISI Head of Internet Research Mark Mahaney, and ServiceNow CEO Bill McDermott joins to discuss the software firm’s latest results. Then, CNBC’s Mike Santoli and Verge Editor-in-Chief Nilay Patel circle back to Meta as the stock targets its best day since 2016. Next, our Jon Fortt recaps his exclusive interview earlier this morning with Qualcomm CEO Cristiano Amon on the chipmaker’s digital transformation. Later, CNBC’s Steve Kovach previews Apple’s earnings with the tech giant reporting after the bell.
Apr 28, 2022
FAANG Stocks Underperform in 2022, Alphabet’s Q1 Earnings Miss & Microsoft Beats Street in Latest Results 4/27/22
00:43:41
Our anchors begin today’s show looking at the underperformance of FAANG stocks with Fundstrat Global Advisors Managing Partner Tom Lee, and Bernstein Senior Analyst Mark Shmulik weighs in on Alphabet’s Q1 earnings miss. Then, Evercore ISI analyst Kirk Materne discusses Microsoft’s latest results, and CNBC’s Mike Santoli breaks down the impact of valuation compression on different parts of the market. Next, CNBC’s Dom Chu looks at the Nasdaq showing signs of life just a day after hitting fresh lows for the year, and Former VMware COO Sanjay Poonen joins with insight on Microsoft and Google’s growing cloud business. Later, our Julia Boorstin offers an overview of big tech’s start to earnings season ahead of Meta and Pinterest reporting after the bell.
Apr 27, 2022
Breaking Down the Nasdaq’s Sell-Off, Analyzing Elon Musk’s Purchase of Twitter & A Look at Mega-Caps Fueling Market Swings 4/26/22
00:49:11
Our anchors begin today’s show breaking down the Nasdaq plunging to start the morning with CNBC’s Dom Chu and Satori Fund Founder Dan Niles. Then, Former Andreessen Horowitz Partner Benedict Evans and Slow Ventures General Partner Sam Lessin join to discuss Elon Musk’s purchase of Twitter, and CNBC’s Mike Santoli analyzes the impact of several mega-caps on the market’s daily swings. Next, Kindred Ventures Managing Partner Kanyi Maqubela weighs in on how to play today’s sell-off, and Former Twitter COO and CFO Ali Rowghani offers his perspective on the Twitter-Musk saga. Later, Wilmington Trust Head of Investment Strategy Meghan Shue looks at the ongoing volatility driving new lows for 2022, and CNBC’s Robert Frank reports on Elon Musk becoming America’s most leveraged CEO.
Apr 26, 2022
Twitter and Elon Musk Reportedly Near a Deal, Previewing This Week’s Big Tech Earnings & Finding Opportunities in Semiconductors 4/25/22
00:42:30
Our anchors start today’s show on reports of Twitter nearing a deal to accept Elon Musk’s purchase offer, with insight from Verge Editor-in-Chief Nilay Patel. Then, Goldman Sachs analyst Eric Sheridan previews this week’s big tech earnings, and Mark Asset Management CEO and Managing Partner Morris Mark breaks down the underperformance of FAANG stocks in 2022. Later, CNBC’s Mike Santoli looks at the Nasdaq amid the broader market sell-off, and Citi analyst Christopher Danely weighs in on opportunities in the semiconductor space.
Apr 25, 2022
Recapping Snap’s Q1 Results, Treasury Secretary Janet Yellen and ECB President Christine Lagarde on Inflation & Seismic Changes Hit Internet Stocks 4/22/22
00:45:52
Our anchors begin today’s show covering social media firm Snap’s Q1 results, with insight from Guggenheim Securities analyst Michael Morris. Then, Treasury Secretary Janet Yellen and European Central Bank President Christine Lagarde sit down with CNBC’s Sara Eisen to discuss inflation, the Russia-Ukraine conflict and more. Later, ACME Capital Co-Founder and Partner Hany Nada joins for a look at the recent seismic changes in internet stocks, and CNBC’s Dom Chu breaks down a few factors driving the markets lower to start the morning.
Apr 22, 2022
Tesla’s Q1 Earnings Beat, Apple Store Employees in Atlanta File for Union Election & Warner Bros. Discovery Shuts Down CNN+ 4/21/22
00:42:27
Our anchors begin today’s show breaking down Tesla’s Q1 earnings beat with Bernstein Senior Research Analyst Toni Sacconaghi. Then, Satori Fund Founder Dan Niles discusses Netflix on the heels of the streamer posting a decline in subscribers for the first time in more than a decade. Next, CNBC’s Mike Santoli weighs in on the durability of the big tech trade, and Worm Capital Director of Research Eric Markowitz offers his outlook for Tesla over the decade ahead. Later, CNBC’s Steve Kovach reports on Apple Store employees in Atlanta filing for a union election, and our Julia Boorstin covers news service CNN+ shutting down later this month after launching just three weeks ago.
Apr 21, 2022
Netflix Posts First Subscriber Loss Since 2011: Breaking Down the Falling Users, Plunging Market Cap & Major Production Deals 4/20/22
00:42:47
Our anchors begin today’s show with Netflix shares cratering after posting its first decline in subscribers since 2011, with insight from Bank of America Director of Equity Research Nat Schindler. Then, Former Amazon Studios Head of Strategy Matthew Ball weighs in on the platform’s plunging market cap, and CNBC’s Mike Santoli breaks down the Nasdaq sinking lower to start the morning. Next, Puck News Founding Partner Matthew Belloni looks at Netflix’s multimillion-dollar deals with major media producers in light of the day’s news. Later, crypto bank Silvergate Capital CEO Alan Lane joins after posting results that beat the Street’s expectations.
Apr 20, 2022
Former Zillow CEO Spencer Rascoff on Elon Musk’s Twitter Bid, “Shark Tank” Investor Robert Herjavec on Cybersecurity & AOL Co-Founder Steve Case on Big Tech Outlook 4/19/22
00:42:57
Our anchors begin today’s show previewing Netflix’s earnings after the bell with Citi analyst Jason Bazinet, and CNBC’s Leslie Picker reports on the potential for a private equity firm to finance a buyout of Twitter as Elon Musk remains in the bidding for the social media giant. Then, real estate company Zillow Co-Founder and Former CEO Spencer Rascoff weighs in on the Musk-Twitter saga, and “Shark Tank” investor Robert Herjavec shares his insight on investment opportunities in cybersecurity. Next, CNBC’s Dom Chu covers Nasdaq names avoiding the year’s volatility, and AOL Co-Founder Steve Case offers his outlook for big tech. Later, CNBC’s Kate Rooney breaks down the bull and bear cases for Robinhood as the trading platform agrees to buy British crypto firm Ziglu.
Apr 19, 2022
TechCheck+ Korea's Hollywood Breakthrough with 'Pachinko' EP
00:18:46
CNBC's Carl Quintanilla spoke to agent-turned-producer Theresa Kang-Lowe — founder and CEO of Blue Marble Pictures and one of the executive producers of the acclaimed epic drama "Pachinko" on Apple TV+. They discussed how her agency experience at Endeavor prepared her to helm her own production company, the challenges behind bringing a project of Pachinko's scale to fruition, and why now is the moment for global audiences to embrace Korean stories.
Apr 18, 2022
Twitter Adopts Poison Pill Plan, Select Apple Employees Look to Unionize & Rent the Runway CEO Jennifer Hyman on Quarterly Results 4/18/22
00:43:28
Our anchors begin today’s show with Plexo Capital Founding Managing Partner Lo Toney breaking down Twitter’s decision to adopt a “poison pill” shareholder rights plan in the wake of Tesla CEO Elon Musk’s bid to buy the social media giant. Then, Guggenheim Securities Senior Managing Director Eric Mandl weighs in on consolidation in the tech sector, and Wall Street Journal reporter Tim Higgins joins after publishing a new article on Apple’s transition to making chips in-house. Next, CNBC’s Steve Kovach covers employees looking to unionize at Apple’s Grand Central Terminal store in New York City, and CNBC’s Dom Chu looks at how to play the 10-year yield hitting a three-year high. Later, Rent the Runway CEO Jennifer Hyman discusses the e-commerce platform’s performance following its latest quarterly results, and our Carl Quintanilla recaps his interview with Blue Marble Pictures Founder and CEO Theresa Kang-Lowe on the global expansion of Korean cinema.
Apr 18, 2022
Elon Musk Looks to Buy Twitter: Breaking Down the Offer Price, Potential Rival Bidders & Possible Implications on Tesla and SpaceX 4/14/22
00:43:43
Our anchors start today’s show covering Elon Musk’s bid to buy Twitter, with Verge Editor-in-Chief Nilay Patel discussing the implications Musk’s ownership could have on Tesla and SpaceX. Then, NYU Stern School of Business Professor Aswath Damodaran weighs in on Musk’s offer price for the platform, and former Twitter Global Chair of News Vivian Schiller looks at whether the company could work as a subscription model instead of an ad business. Next, CNBC’s Robert Frank breaks down Musk’s options for funding the purchase, and former investment banker William Cohan shares his outlook for rival bidders who could also try to take over Twitter. NBC News Correspondent Gadi Schwartz also recaps his reporting on using crypto in El Salvador after the country made Bitcoin a national currency. Later, New York Times Contributor Kara Swisher joins for more on Musk’s potential motivations for wanting to own Twitter, and CNBC’s Mike Santoli analyzes the platform’s long-term share performance.
Apr 14, 2022
Glitch CEO Anil Dash on Tech Decentralization, Challenges Facing Roku & Microsoft President Brad Smith on Regulations 4/13/22
00:42:59
Our anchors begin today’s show breaking down New Street Advisors Group Founder and CEO Delano Saporu’s outlook for inflation and the tech sector, and coding platform Glitch CEO Anil Dash shares his thoughts on Elon Musk’s role at Twitter and more. Then, our Julia Boorstin covers a MoffettNathanson note outlining challenges facing streaming service Roku, and CNBC’s Phil LeBeau reports on the TSA extending its mask mandate for air travel. Later, RBC Capital analyst Brad Erickson joins after lowering his estimates and price target for Meta, and CNBC’s Steve Kovach hosts an exclusive conversation with Microsoft President Brad Smith at the IAPP Global Privacy Summit in Washington, D.C.
Apr 13, 2022
TechCheck+ Bitcoin at $40K: Where does it go next? 4/12/22
00:20:32
TechCheck’s Deirdre Bosa spoke with CNBC tech reporter Kate Rooney about the rising risks facing crypto, as well as key takeaways from the Bitcoin 2022 conference in Miami.
Apr 12, 2022
The Bull Case for Microsoft, Apple CEO Tim Cook Speaks at Global Privacy Summit & Bolt CEO Maju Kuruvilla on $1.5B Acquisition 4/12/22
00:41:26
Our anchors start today’s show with Kindred Ventures Managing Partner Kanyi Maqubela offering his perspective on the tech sector and Elon Musk deciding against joining Twitter’s board of directors. Then, Evercore ISI analyst Kirk Materne shares his bullish outlook for Microsoft, and Wall Street Journal markets reporter Gunjan Banerji discusses investor confusion surrounding the current market volatility. Next, CNBC’s Steve Kovach reports on Apple CEO Tim Cook’s comments at the IAPP Global Privacy Summit in Washington, D.C., and our Julia Boorstin breaks down three bearish calls on Netflix this morning. Later, fintech check-out company Bolt CEO Maju Kuruvilla joins after announcing plans to acquire crypto infrastructure provider Wyre for $1.5 billion.
Apr 12, 2022
Elon Musk No Longer Joining Twitter’s Board, Appian CEO Matt Calkins on Low-Code Software & Actor Mark Wahlberg on the Media Landscape 4/11/22
00:43:07
Our anchors begin today’s show with Verge Editor-in-Chief Nilay Patel looking at Elon Musk no longer joining Twitter’s board of directors, and Wedbush analyst Matt Bryson weighs in on the underperformance of select chip stocks. Then, CNBC’s Frank Holland reports on cloud names declining amid pressure from geopolitical tensions and rate hike fears, and low-code software maker Appian Founder and CEO Matt Calkins offers his perspective on investor interest in the space. Later, actor, producer and entrepreneur Mark Wahlberg joins to discuss the media landscape for streaming platforms and traditional movie studios before the release of his latest movie, “Father Stu,” on Wednesday.
Apr 11, 2022
Axiom Space Launches First Commercial Flight to the ISS, CrowdStrike CEO George Kurtz on Cybersecurity & NetApp CEO George Kurian on Tech Consolidation 4/8/22
00:43:56
Our anchors start today’s show with CNBC’s Kristina Partsinevelos recapping the Nasdaq’s decline over the past week, and Former VMware COO Sanjay Poonen analyzes whether the tech rally has come to an end. Then, CNBC’s Morgan Brennan reports live as Axiom Space launches the first fully commercial private flight to the International Space Station, and Big Technology newsletter author Alex Kantrowitz breaks down Elon Musk opening Tesla’s newest factory in Texas, joining Twitter’s board and more. Next, cybersecurity firm CrowdStrike CEO George Kurtz joins after receiving clearance to protect U.S. Department of Defense assets. Later, CNBC’s Steve Kovach previews Apple’s first “Friday Night Baseball” broadcast this evening, and data management services provider NetApp CEO George Kurian offers a look at the state of M&A in the tech sector.
Apr 08, 2022
TechCheck+ Binance CEO Changpeng Zhao 4/7/22
00:31:09
TechCheck’s Deirdre Bosa spoke with Binance CEO Changpeng Zhao, as the company’s U.S. affiliate raises its first round of funding at a $4.5 billion valuation. They discussed crypto prices and the current regulatory environment.
Apr 07, 2022
Berkshire Hathaway Becomes HP’s Largest Shareholder, Thoma Bravo Co-Founder Orlando Bravo on Bitcoin & Former Reddit CEO Ellen Pao on Twitter Content Moderation 4/7/22
00:43:30
Our anchors begin today’s show breaking down Berkshire Hathaway becoming HP’s largest shareholder with CNBC’s Mike Santoli, and Satori Fund Founder Dan Niles looks at tech investment opportunities in today’s market. Then, Thoma Bravo Co-Founder Orlando Bravo discusses the private equity firm’s latest ventures, his thoughts on the future of Bitcoin and more. Next, Former Reddit CEO Ellen Pao offers her insight on Twitter’s content moderation in light of Elon Musk joining the social media platform’s board, and our Jon Fortt recaps his recent interview with tax software maker Avalara CEO Scott McFarlane. Later, our Deirdre Bosa shares highlights from her conversation with Binance CEO Changpeng Zhao on digital currency and fee compression for crypto exchanges.
Apr 07, 2022
Breaking Down the Tech Rally’s Pause, Atlassian Co-CEO Scott Farquhar on Remote Work & Miami’s Emergence as a Crypto Hub 4/6/22
00:44:22
Our anchors start today’s show breaking down the pause in the tech stock rally with CNBC’s Mike Santoli, and Plexo Capital Founding Managing Partner Lo Toney joins to discuss his bull case for Adobe and Alphabet. Next, our Jon Fortt shares sound from his interview with Atlassian Co-Founder and Co-CEO Scott Farquhar ahead of the software company’s Team 22 conference, and CNBC’s Kate Rooney reports on Miami’s emergence as a hub for crypto investors. Then, CNBC’s Kristina Partsinevelos highlights today’s Nasdaq movers as the index moves lower to start the day, and Credit Suisse Head of U.S. Equity Strategy and Quantitative Research Jonathan Golub offers his long-term investment outlook for tech stocks. Later, CNBC’s Steve Kovach covers Piper Sandler’s annual survey on investment and brand preferences among teenagers, and Needham semiconductors analyst Rajvindra Gill takes a closer look at the chip sector.
Apr 06, 2022
TechCheck+ Short Interest in Stablecoins 4/5/22
00:26:56
TechCheck’s Deirdre Bosa spoke with Matt Ballensweig, Genesis Trading’s co-head of trading and lending, on the recent interest in short positions.
Apr 05, 2022
Elon Musk to Join Twitter’s Board, WarnerMedia CEO Jason Kilar on Decision to Step Down & Amazon’s Plans for Satellite-Based Internet Service 4/5/22
00:44:42
Our anchors begin today’s show with Craft Ventures General Partner David Sacks discussing Twitter appointing Elon Musk to its board of directors and opportunities in the fintech space. Then, CNBC’s Kristina Partsinevelos reports on chipmaker Analog Devices’ investor day, and Citi Senior Tech Analyst Jim Suva weighs in on tech hardware providers and concerns over softening demand affecting investors. Next, our Julia Boorstin sits down with WarnerMedia CEO Jason Kilar for an exclusive interview on his plans to step down as head of the entertainment giant. CNBC’s Morgan Brennan also covers Amazon’s plans to launch satellite-based broadband internet service, and our Jon Fortt shares highlights from his interview with IBM Senior Vice President and Director of Research Darío Gil. Later, CNBC’s Steve Kovach breaks down gaming company Roblox CEO David Baszucki receiving a $233 million pay package in 2021.
Apr 05, 2022
TechCheck+ Latino Representation in VC 4/04/22
00:19:23
TechCheck producer Brandon Gomez spoke with LAT VC (L’ATTITUDE Ventures) partner Laura Moreno Lucas about Latino representation in venture capital and her work to change the investment landscape for Latinos. They also discussed the 2022 IPO drought.
Apr 04, 2022
Elon Musk Becomes Twitter’s Largest Outside Shareholder, Amazon Labor Union President Chris Smalls on Vote to Unionize & Twitch Co-Founder Justin Kan on NFTs in Gaming 4/4/22
00:44:31
Our anchors start today’s show looking at Twitter after Elon Musk became the social media platform’s largest outside shareholder, with insight from Goldman Sachs analyst Eric Sheridan and Verge Editor-in-Chief Nilay Patel. Then, Amazon Labor Union President Chris Smalls joins after successfully leading the first vote for Amazon warehouse workers to unionize in the company’s history, and Stifel analyst Scott Devitt offers his thoughts on how the union vote could affect the e-commerce giant’s bottom line. Later, CNBC’s Phil LeBeau reports on Tesla delivering a record number of vehicles in Q1, and livestreaming service Twitch Co-Founder Justin Kan discusses gaming companies expanding into NFT offerings.
Apr 04, 2022
Breaking Down Tech’s Volatile Q1, The Bear Case for Disney & IPOs Drop Off to Start 2022 4/1/22
00:35:22
We begin today’s show covering President Biden’s remarks on the March jobs report before our anchors bring in CNBC’s Mike Santoli to recap a volatile Q1. Next, MoffettNathanson Senior Managing Director Michael Nathanson discusses his bearish outlook on Disney, and CNBC’s Leslie Picker analyzes the drop-off in IPOs to start the year. Then, Former Andreessen Horowitz Partner Benedict Evans weighs in on tech regulations, and O’Shaughnessy Asset Management Co-CIO Chris Meredith shares insight on how investors should think about risk and tech positioning heading into the second quarter. Later, our Julia Boorstin reports on ad spending growth flattening out, and CNBC’s Kate Rooney looks at banks including Morgan Stanley and Goldman Sachs expanding their dedicated crypto teams.
Apr 01, 2022
SentinelOne CEO Tomer Weingarten on Cybersecurity, Finding Value in Crypto Exchanges & Instagram Unveils New Features 3/31/22
00:44:19
Our anchors begin today’s show with CNBC’s Eamon Javers reporting on a small business advocacy organization financed by Google and Amazon, and GGV Capital Managing Partner Jeff Richards weighs in on the current market volatility. Next, SentinelOne CEO Tomer Weingarten discusses the findings of new research from the cybersecurity firm alleging vulnerabilities in the Microsoft Azure cloud computing platform. Then, Electric Capital Co-Founder and Managing Partner Avichal Garg shares his insight on investment opportunities in crypto exchanges, and our Julia Boorstin covers a series of features rolling out on Instagram. Later, CNBC’s Phil LeBeau looks at an EV company targeting ride-hail and last mile delivery drivers with a new lease model.
Mar 31, 2022
Micron’s Earnings Beat the Street, HashiCorp CEO Dave McJannet on Enterprise Spending & Fraud Concerns Surrounding the Metaverse 3/30/22
00:42:46
Our anchors begin today’s show covering chipmaker Micron’s earnings beat with Piper Sandler Senior Research Analyst Harsh Kumar, and CNBC’s Dom Chu looks at Apple aiming for its 12th consecutive day of gains. Then, Bessemer Venture Partners’ Byron Deeter weighs in on the cloud sector, and CNBC’s Robert Frank breaks down how President Biden’s billionaire tax could lead some publicly traded businesses to go private. Next, our Julia Boorstin profiles the Street’s outlook on Disney, and software firm HashiCorp CEO Dave McJannet offers insight on enterprise spending and the company’s performance since its December IPO. Later, CNBC’s Steve Kovach discusses video game publisher Activision Blizzard’s agreement to settle a sexual harassment lawsuit against the company, and CNBC’s Kristina Partsinevelos reports on fraud and security concerns surrounding the metaverse.
Mar 30, 2022
Department of Justice Endorses New Tech Antitrust Legislation, District of Columbia Attorney General Karl Racine on Grubhub Lawsuit & Finding Value in the Streaming Space 3/29/22
00:43:24
Our anchors begin today’s show breaking down where to find opportunity in tech stocks with Cambria Investment Management Co-Founder and CIO Meb Faber. Then, our Julia Boorstin covers the Department of Justice endorsing new antitrust legislation targeting big tech firms, and District of Columbia Attorney General Karl Racine discusses his lawsuits against Amazon and Grubhub. Next, our Julia Boorstin returns with the results of a new report detailing growing pressure on Netflix, and Mark Asset Management Founder and Managing Partner Morris Mark weighs in on the streaming space. Later, CNBC’s Kate Rooney looks at Bitcoin’s rebound, and Loop Capital Markets analyst Laura Champine shares insight on e-commerce platform Etsy after downgrading the stock and lowering her price target.
Mar 29, 2022
President Biden Unveils 2023 Budget, Apple’s ‘Best Picture’ Oscar & Cloudflare CEO Matthew Prince on Cybersecurity 3/28/22
00:36:32
Our anchors begin today’s show with CNBC’s Ylan Mui sharing details from President Biden’s newly released 2023 budget proposal, and Morgan Stanley Head of Global Auto Research Adam Jonas joins for a look at Tesla’s tumultuous start to 2022. Then, Bespoke Investment Group Co-Founder Paul Hickey shares insight on the relationship between rising rates and tech stocks, and our Julia Boorstin discusses Apple becoming the first streaming platform to win ‘Best Picture’ at the Academy Awards. Next, cybersecurity firm Cloudflare CEO Matthew Prince offers his take on the state of the sector amid the Russia-Ukraine conflict, and Wall Street Journal markets reporter Gunjan Banerji elaborates on her latest reporting about a change in tech investing behavior driven by the ongoing volatility in the market. Later, CNBC’s Robert Frank highlights the tax impact Biden’s budget could have on some of the country’s top tech CEOs.
Mar 28, 2022
TechCheck+ "Super Pumped" Showrunner Beth Schacter 3/25/22
00:19:59
CNBC’s Carl Quintanilla chats with Beth Schacter – Showrunner and one of the Executive Producers of “Super Pumped: The Battle for Uber” – on his digital series “Binge” for an in-depth conversation about what drew her to the script, how she and the writers approached telling Uber’s story, the star-studded cast of Joseph Gordon Levitt, Uma Thurman, and Kyle Chandler, and what the creators want audiences to walk away with.
Mar 25, 2022
The European Union’s Big Tech Crackdown, Invesco Global Head of ETFs Anna Paglia on Semi Stocks & Streaming Services Take Center Stage at the Oscars 3/25/22
00:43:32
Our anchors begin today’s show with Verge Editor-in-Chief Nilay Patel breaking down the impact of new European Union tech regulations on Apple, and Bank of America analyst Wamsi Mohan weighs in on reports that the company is developing a hardware subscription service. Next, Invesco Global Head of ETFs Anna Paglia shares her insight on increased investor interest in semiconductor stocks, and CNBC’s Dom Chu covers a series of growth stocks bouncing back from their lows earlier this month. Then, Neuberger Berman Portfolio Manager Jason Tauber joins to discuss his bullish position on Uber, and CNBC’s Steve Kovach offers a look at how the market could react to the EU’s latest big tech rules. Later, our Julia Boorstin reports on the potential for a streaming service to win ‘Best Picture’ at the Academy Awards on Sunday, and our Carl Quintanilla recaps his interview with “Super Pumped: The Battle for Uber” Showrunner and Co-Executive Producer Beth Schacter for a deeper dive into the corporate drama.
Mar 25, 2022
Spotify’s New Payment Deal with Google, Investment Opportunities Amid Software’s Turnaround & Instacart CEO Fidji Simo on Quick Commerce 3/24/22
00:43:35
Our anchors begin today’s show with CNBC’s Steve Kovach and our Julia Boorstin breaking down the implications of Spotify reaching an agreement with Google for users to pay through either the streaming platform or Google Play Billing. Next, Satori Fund Founder Dan Niles weighs in on the tech bounce, and Morgan Stanley analyst Keith Weiss discusses how to play the ongoing software turnaround. Then, Evercore ISI Director of Internet Research Shweta Khajuria discusses her thoughts on investing in video streaming service Roku. Later, our Deirdre Bosa recaps her recent interview with Instacart CEO Fidji Simo as the delivery company announces plans to build out a network of warehouses to fulfill grocery orders in 15 minutes.
Mar 24, 2022
GlobalFoundries CEO Thomas Caulfield on Domestic Chip Manufacturing, CrowdStrike Co-Founder Dmitri Alperovitch on Cybersecurity & Intercom CEO Karen Peacock on Consumer Engagement 3/23/22
00:38:21
Our anchors start today’s show with CNBC’s Ylan Mui covering the CEOs of semiconductor firms Intel and Micron testifying before Congress, and chipmaker GlobalFoundries CEO Thomas Caulfield weighs in on the sector’s domestic manufacturing push. Then, cybersecurity provider CrowdStrike Co-Founder Dmitri Alperovitch joins after Microsoft and identity management company Okta reported security breaches, and Index Ventures Partner Nina Achadjian offers insight on the state of the IPO market. Later, our Julia Boorstin breaks down headwinds affecting Facebook’s user base and advertising, and customer communications platform Intercom CEO Karen Peacock discusses consumer engagement and unveils a series of new innovations.
Mar 23, 2022
TechCheck+ Sequoia Capital’s Shaun Maguire on Crypto-Focused Fund 3/22/22
00:28:21
TechCheck’s Deirdre Bosa spoke with Sequoia Capital partner Shaun Maguire. On the heels of the firm’s crypto-focused fund, they discussed the fund’s strategy, which will invest primarily in liquid tokens, the infrastructure needed for the multi-chain future and Sequoia’s broader crypto portfolio.
Mar 22, 2022
Previewing Nvidia’s Investor Day, Robinhood Releases New Cash Cards & ConsenSys Founder and CEO Joseph Lubin on Blockchain Technology 3/22/22
00:44:31
Our anchors begin today’s show with Jacob Asset Management Chairman and CIO Ryan Jacob weighing in on the risks of owning large-cap stocks in the current environment, and our Julia Boorstin reports on Disney outlining plans to address the fallout from its response to Florida’s “Don’t Say Gay” Bill. Next, CNBC’s Kristina Partsinevelos reports on Nvidia ahead of the start of the chipmaker’s Investor Day, and Bernstein Senior Semiconductors Analyst Stacy Rasgon offers additional insight on what to expect from the event. Then, CNBC’s Frank Holland covers cybersecurity as the White House warns Russia could expand digital attacks against the U.S., and CNBC’s Kate Rooney discusses trading platform Robinhood announcing cash cards and savings accounts for customers. Later, blockchain start-up ConsenSys Founder and CEO Joseph Lubin joins after the company’s valuation doubled following its latest funding round, and our Julia Boorstin returns for a look at NBCUniversal’s push to compete with Meta and Google for advertising market share.
Mar 22, 2022
TechCheck+ Empowering Displaced Persons with Technology 3/21/22
00:22:09
TechCheck Producer Brandon Gomez spoke with Alina Vandenberghe, CEO of tech unicorn Chili Piper, about how her company has helped more than 100,000 Ukrainian refugees displaced by the ongoing conflict with Russia. Raj Burman, CEO of Techfugees, a nonprofit focused on empowering displaced persons with tech, also breaks down the role technology plays in aiding communities during times of war and crisis.
Mar 21, 2022
SEC Unveils New Proposed Climate Risk Disclosure Rules, Evaluating the Ongoing Nasdaq Bounce & Verizon and Live Nation Announce 5G Partnership 3/21/22
00:44:21
Our anchors start today’s show discussing software valuations with GGV Capital Managing Partner Glenn Solomon, and CNBC’s Diana Olick covers the SEC releasing new proposed rules on climate risk disclosures. Next, our Julia Boorstin reports on Disney planning an event to address Florida’s “Don’t Say Gay” Bill with employees, and Baird analyst Tristan Gerra weighs in on chip stocks. Later, CNBC’s Mike Santoli evaluates the ongoing Nasdaq bounce, and Verizon CEO Hans Vestberg and Live Nation CEO Michael Rapino join to announce a new 5G technology partnership for concert venues.
Mar 21, 2022
Breaking Down the Bounce in Tech Stocks, Irreverent Labs CEO Rahul Sood on GameStop’s Results & Embark CEO Alex Rodrigues on Quarterly Performance 3/18/22
00:44:21
Our anchors begin today’s show with Crossmark Global Investments CIO Bob Doll discussing whether to trust the ongoing bounce in tech stocks, and CNBC’s Steve Kovach covers the impact of China’s current Covid lockdowns on Apple’s supply chain. Then, Irreverent Labs CEO Rahul Sood weighs in on GameStop’s latest results, and Evercore ISI analyst Amit Daryanani offers guidance on investing in stocks with buybacks and higher dividend yields. Next, CNBC’s Ylan Mui reports on congressional lawmakers investing in Chinese stocks, and our Julia Boorstin reports on women entrepreneurs emerging during the economic recovery from Covid. Later, self-driving truck software maker Embark CEO Alex Rodrigues joins to discuss the company’s first results since going public via SPAC
Mar 18, 2022
Former Twitter CEO Dick Costolo on Nasdaq Outlook, Unity CEO John Riccitiello on Gaming Growth & PagerDuty CEO Jennifer Tejada on Q4 Results 3/17/22
00:43:34
Our anchors begin today’s show with former Twitter CEO Dick Costolo offering his outlook for the Nasdaq, and Unity CEO John Riccitiello shares insights from the video game software company’s latest industry report. Then, CNBC’s Steve Kovach weighs in on how the Federal Reserve’s plan to hike rates will impact the cash stockpiled by tech firms, and PagerDuty CEO Jennifer Tejada joins following the cloud computing platform’s Q4 results. Later, our Julia Boorstin reports on Netflix testing a new fee for users sharing their accounts, and CNBC’s Kate Rooney covers tech workers whose stock in their employers has plunged amid the sell-off hitting the sector.
Mar 17, 2022
Software Plays Amid the Ongoing Volatility, Finding Long-Term Value in Marketplace Stocks & Starbucks CEO Kevin Johnson Retires 3/16/22
00:44:27
Mar 16, 2022
South Korea’s New App Store Law, Adobe CEO Shantanu Narayen on New Innovations & SARK Inverse Fund Trades Higher than Cathie Wood’s ARKK ETF
00:44:30
Our anchors begin today’s show with CNBC’s Dom Chu taking a deep dive into the software sell-off, and Wall Street Journal tech columnist Laura Forman discusses her latest piece on companies pivoting their business models. Then, CNBC’s Steve Kovach breaks down a new app store law in South Korea targeting Apple and Google, and CNBC’s Kristina Partsinevelos covers the renewed push for domestic semiconductor manufacturing amid fears of China invading Taiwan. Next, Citi analyst Chris Danely also weighs in on investor concerns surrounding chip stocks, and Adobe CEO Shantanu Narayen joins for an exclusive interview from the first day of the Adobe Summit in San Jose. Later, CNBC’s Kate Rooney looks at investors generating passive income using their digital assets, and Tuttle Capital Management CEO Matthew Tuttle joins as his inverse fund betting against Cathie Wood’s ARK Innovation ETF trades higher than Wood’s.
Mar 15, 2022
Sweeping Covid Lockdowns Return in China, NFTs and the Metaverse at South by Southwest & Investment Opportunities Amid the Inflationary Environment
00:43:55
Our anchors begin today’s show with CNBC’s Dom Chu breaking down the pullback in valuations and the underperformance of the Nasdaq, and CNBC’s Eunice Yoon reports on sweeping Covid lockdowns affecting 51 million people across China. Then, Arjuna Capital Managing Partner Natasha Lamb offers her outlook for Meta and Disney, and our Julia Boorstin covers NFTs and the metaverse in the spotlight at South by Southwest in Texas. Next, our Jon Fortt shares highlights from his conversation with Volkswagen Group CEO Herbert Diess as the automaker expands into electric vehicles. Investor David Friedberg also weighs in on investment opportunities in the current inflationary environment, and CNBC’s Sara Eisen recaps her recent interview with EU Commissioner for Competition Margrethe Vestager on tech regulations, Facebook and more. Later, CNBC’s Steve Kovach covers the Russian government applying pressure to big tech firms amid the ongoing conflict in Ukraine.
Mar 14, 2022
TechCheck+ Substack CEO on Content Moderation & Social Media
00:17:35
TechCheck’s Deirdre Bosa spoke with Substack CEO and co-founder Chris Best. Earlier this week the newsletter platform unveiled its own iOS app. They’ll discuss the decision to send newsletters from inboxes to a mobile app, as well as its expansion into podcasts and videos.
Mar 11, 2022
Breaking Down Rivian’s Latest Results, Evaluating the Direct-to-Consumer Landscape & Marqeta CEO Jason Gardner on Quarterly Performance
00:43:12
Our anchors start today’s show with CNBC’s Dom Chu covering the ongoing volatility in tech trading, and CNBC’s Phil LeBeau joins to recap electric vehicle maker Rivian’s latest results. Then, CNBC’s Eunice Yoon breaks down the recent sell-off in Chinese tech stocks, and Big Technology newsletter author Alex Kantrowitz evaluates the direct-to-consumer landscape. Next, Founders Fund General Partner Keith Rabois weighs in on the impact of inflation and potential rate hikes on the fintech sector. Later, Marqeta CEO Jason Gardner discusses the payments firm’s latest quarterly numbers.
Mar 11, 2022
Amazon Announces Stock Split, MongoDB CEO Dev Ittycheria on Earnings & Tesla CEO Elon Musk’s Ongoing SEC Feud
00:42:25
Our anchors begin today’s show covering the historical impact of stock splits for Apple with CNBC’s Dom Chu after Amazon announced a 20-for-1 stock split and a $10 billion buyback. Next, Evercore ISI Head of Internet Research Mark Mahaney joins for a closer look at Amazon, and our Julia Boorstin highlights changes at Disney between the tenures of CEO Bob Chapek and his predecessor, Bob Iger. Then, MongoDB CEO Dev Ittycheria weighs in on the software firm’s latest earnings, and Fundstrat Global Advisors Managing Partner Tom Lee offers his perspective on the continued plunge in valuations. “Margins” Editor Ranjan Roy also weighs in on Tesla CEO Elon Musk’s ongoing feud with the SEC, and our Julia Boorstin returns with the results of a new CNBC-Momentive survey for women in the workplace. Later, CNBC’s Frank Holland reports on tech’s slow start to 2022 ahead of his special on the changing sector landscape airing at 6 pm ET.
Mar 10, 2022
Recapping Apple’s Product Launch Event, President Biden’s Executive Order on Crypto & Space Force Chief of Space Operations John Raymond on the Russia-Ukraine Conflict
00:44:19
Our anchors start today’s show with CNBC’s Dom Chu breaking down the last volatile few days in tech trading, and Daring Fireball blogger John Gruber joins to recap Apple’s recent product launch event. Next, Wall Street Journal reporter Dave Michaels discusses his latest article on a federal probe into trades by entertainment moguls Barry Diller and David Geffen surrounding Microsoft’s acquisition of video game publisher Activision. Then, Sequoia Capital Partner Shaun Maguire talks crypto after President Biden signed an executive order addressing the regulation of digital assets, and CNBC’s Morgan Brennan interviews Space Force Chief of Space Operations Gen. John Raymond for his insight on the Russia-Ukraine conflict. Later, former VMware COO Sanjay Poonen weighs in on the performance of several cloud and software names, and our Julia Boorstin covers Disney employees and shareholders criticizing CEO Bob Chapek for the company’s response to Florida’s “Don’t Say Gay” Bill.
Mar 09, 2022
President Biden Bans Russian Oil Imports, ConocoPhillips CEO Ryan Lance on Oil Prices & Block Co-Founder Jim McKelvey on Fintech and Crypto
00:55:12
Our anchors start today’s show looking at the performance of FAANG stocks to start 2022 with CNBC’s Mike Santoli and NYU Stern School of Business Professor Aswath Damodaran. Then, CNBC’s Steve Kovach and Wall Street Journal Senior Personal Technology Columnist Joanna Stern join to preview today’s Apple product launch event, and we bring you live coverage of President Biden’s press conference announcing a ban on Russian oil imports. Next, CNBC’s Brian Sullivan sits down with oil producer ConocoPhillips CEO Ryan Lance live from the CERAWeek energy conference in Houston for more on oil prices and sanctions. Later, fintech platform Block Co-Founder Jim McKelvey offers his outlook for the sector and crypto, and CNBC’s Frank Holland reports on the impact of the Russia-Ukraine conflict on cloud and enterprise software firms.
Mar 08, 2022
TechCheck+ The Creative Process Behind Viral Social Ad Campaigns
00:17:50
TechCheck Producer Brandon Gomez discusses the future of marketing and advertising on social media. Movers + Shakers co-founders Evan Horowitz and Geoffrey Goldberg have been called “the go-to agency for brands making moves on TikTok”. They’ve worked with Amazon, Match.com, Hasbro, DSW, Warner Bros., and E.L.F. to pull in over 150 billion views and tap into the desirable Gen-Z and Millennial demographic.
Mar 07, 2022
Visa and Mastercard Suspend Operations in Russia, Former Cisco CEO John Chambers on Ukraine Conflict & GameStop Chairman Ryan Cohen’s Bed Bath & Beyond Stake
00:44:22
Our anchors start today’s show breaking down the current macro headwinds for tech with CNBC’s Mike Santoli, and Bessemer Venture Partners’ Byron Deeter offers a look at opportunities in the cloud sector. Next, CNBC’s Kate Rooney reports on payments firms including Visa and Mastercard suspending operations in Russia, and Baird Senior Research Analyst Colin Sebastian weighs in on a range of delivery platforms competing in the advertising ecosystem. Then, Former Cisco CEO John Chambers discusses the market implications of the Russia-Ukraine conflict, and CNBC’s Dom Chu analyzes the performance of several pandemic stay-at-home stocks. Later, CNBC’s Leslie Picker covers billionaire GameStop Chairman Ryan Cohen taking a nearly 10% stake in retailer Bed Bath & Beyond, sending shares soaring.
Mar 07, 2022
Sequoia Capital Unveils New Fund Structure, Previewing Apple’s Shareholders Meeting & Flexport CEO Ryan Petersen on Supply Chain Management Amid the Russia-Ukraine Conflict
00:44:25
Our anchors begin today’s show looking at stocks sinking lower to start the day with CNBC’s Mike Santoli, and Sequoia Capital Partner Roelof Botha sits down for an exclusive interview as the firm unveils a new fund structure. Then, CNBC’s Steve Kovach and J.P. Morgan analyst Samik Chatterjee weigh in on Apple ahead of the tech giant’s shareholders meeting and upcoming product launch event. Next, CNBC’s Frank Holland reports on cyberattack concerns facing U.S. supply chain operators, and freight forwarding company Flexport CEO Ryan Petersen offers additional insight on how businesses are navigating supply chains amid the Russia-Ukraine crisis. Later, our Julia Boorstin covers Disney releasing a cheaper, ad-supported subscription streaming option this year, and CNBC’s Kristina Partsinevelos breaks down the impact of the conflict in Ukraine on the semiconductor industry.
Mar 04, 2022
Federal Reserve Chair Jerome Powell Testifies Before the Senate Banking Committee, C3 AI CEO Tom Siebel on Quarterly Performance & Samsara CEO Sanjit Biswas on First Results as a Public Company
00:46:55
We start today’s show bringing you Federal Reserve Chairman Jerome Powell’s live testimony before the Senate Committee on Banking, Housing and Urban Affairs before CNBC’s Steve Liesman recaps highlights from Powell’s comments this morning. Then, CNBC’s Mike Santoli weighs in on crude oil trading and the latest market moves, and C3 AI CEO Tom Siebel discusses the enterprise software provider’s most recent quarterly results. Next, our Julia Boorstin reports on the increase of women in executive roles at Russell 3000 companies, and internet-of-things software firm Samsara CEO Sanjit Biswas joins after posting results for the first time as a public company. Later, CNBC’s Steve Liesman returns with the latest from Fed Chair Powell’s ongoing remarks before the panel of congressional lawmakers.
Mar 03, 2022
Federal Reserve Chair Jerome Powell Testifies Before the House Committee on Financial Services
01:00:31
We bring you a full hour of Federal Reserve Chairman Jerome Powell’s testimony before the House Committee on Financial Services. He offers his perspective on inflation, wages, the impact of the Russia-Ukraine conflict and more with the panel of bipartisan legislators.
Mar 02, 2022
TechCheck+ The Role of Crypto in Geopolitics
00:25:42
TechCheck’s Deirdre Bosa discusses the evolving role of crypto in geopolitics with Blockstream’s Samson Mow and VanEck’s Gabor Gurbacs. They discussed the current challenges of using cryptocurrencies as the war in Ukraine unfolds and how NFTs and decentralized autonomous organizations (DAOs) are being used to raise support for Ukraine.
Mar 01, 2022
Portfolio Structuring Amid the Conflict in Eastern Europe, Recapping Zoom’s Earnings & Russia-Ukraine Tensions Test the Case for Cryptocurrency
00:44:21
Our anchors start today’s show with CNBC’s Mike Santoli covering the bounce in growth stocks, and Plexo Capital Founding Managing Partner Lo Toney discusses portfolio structuring amid the current geopolitical tensions. Next, CNBC’s Kate Rooney reports on tech firms evacuating their employees from Ukraine, and Baird Senior Research Analyst Will Power breaks down video conferencing platform Zoom’s latest earnings after cutting his price target on the stock. CNBC’s Steve Liesman also profiles the impacts of the far-reaching sanctions against Russia, and our Julia Boorstin profiles movie studios pulling their releases from the Russian box office. Later, Slow Ventures General Partner Sam Lessin joins for a look at how the conflict between Russia and Ukraine is testing the case for cryptocurrency, and CNBC’s Dom Chu recaps the last volatile month of trading in the tech sector.
Mar 01, 2022
Analyzing the Market Response to Russian Banking Sanctions, Software Plays Amid the Ongoing Crisis & Qualcomm CEO Cristiano Amon on New Product Announcements
00:43:57
Our anchors begin today’s show with CNBC’s Leslie Picker breaking down the effects that sanctioning Russian banks from the SWIFT payment system could have on U.S. financial institutions, and CNBC’s Mike Santoli profiles the trading response to the crisis in Eastern Europe. Then, Wedgewood Partners CIO David Rolfe takes a deeper dive into the market fallout surrounding the conflict, and Former Facebook Chief Security Officer and Stanford Internet Observatory Director Alex Stamos argues for stricter penalties from social media platforms targeting Russian misinformation. Next, Citi analyst Tyler Radke discusses software plays amid the broader geopolitical tensions, and chipmaker Qualcomm CEO Cristiano Amon joins in a first-on interview from the Mobile World Congress in Barcelona. Later, CNBC’s Shepard Smith reports on the latest developments in talks between Russia and Ukraine, and CNBC’s Kate Rooney covers the impact of sanctions on cryptocurrency transactions in Russia.
Feb 28, 2022
Analyzing Earnings from Square and Coinbase, VMware CEO Raghu Raghuram on Q4 Results & Russia Partially Limits Facebook
00:43:26
Our anchors begin today’s show looking at the ongoing swing in tech stocks with CNBC’s Dom Chu, and Bespoke Investment Group Co-Founder Paul Hickey offers more context on the current market volatility. Then, our Julia Boorstin covers misinformation on social media surrounding Russia’s invasion of Ukraine, and Mizuho Managing Director Dan Dolev weighs in on the latest earnings from fintech platforms Block and Coinbase. Next, CNBC’s Steve Sedgwick reports on the newest developments in Eastern Europe, and VMWare CEO Raghu Raghuram joins exclusively to discuss the cloud-computing firm’s Q4 results. CNBC’s Kate Rooney also expands on the emergence of crypto as a viable currency alternative amid the ongoing crisis in Ukraine. Later, our Julia Boorstin returns with breaking news on Russia partially limiting access to Facebook in response to restrictions on the country’s media, and CNBC’s Robert Frank breaks down reports of an SEC investigation into Tesla CEO Elon Musk and his brother over alleged insider trading.
Feb 25, 2022
Analyzing the Latest Russia-Ukraine Developments, Cyber Threats to U.S. Businesses Amid the Crisis & Outlining the Foreign Policy Implications of Russia’s Invasion
00:51:45
Our anchors start today’s show with CNBC’s Kayla Tausche reporting on the global response to Russia invading Ukraine overnight. Next, CNBC’s Dom Chu covers market volatility amid the ongoing crisis, and Retired Brigadier General and Former Assistant Secretary of State Mark Kimmitt discusses what to expect in Eastern Europe in the days ahead. Then, Wells Fargo Chairman of Global Internet Investment Banking Bob Peck weighs in on the financial implications of Russia’s invasion, and CNBC’s Eamon Javers covers new warnings on cyber threats to American businesses. Atlantic Council President and CEO Fred Kempe also breaks down the foreign policy implications of the conflict, and our Julia Boorstin expands on some of the morning’s top market movers. Later, CNBC’s Leslie Picker explains how the current geopolitical tensions might affect hedge funds, and Wilmington Trust Head of Investment Strategy Meghan Shue offers insight on the impact the conflict could have in the short- and long-terms.
Feb 24, 2022
Recapping CNBC’s Exclusive Emails from Elon Musk, Monday.com Co-CEO Eran Zinman on Earnings & NASCAR President Steve Phelps on Digital Expansion
00:43:39
Our anchors begin today’s show breaking down the recent slump in mega-cap stocks with CNBC’s Dom Chu, and Bank of America Head of U.S. Equity and Quantitative Strategy Savita Subramanian shares her thoughts on opportunities in tech stocks that sunk during the latest correction. Then, RBC Capital Markets analyst Brad Erickson weighs in on privacy concerns surrounding Apple, and CNBC’s Brian Schwartz discusses exclusive emails he received from Tesla CEO Elon Musk accusing President Biden of ignoring the EV giant. Monday.com Co-CEO Eran Zinman also joins as shares of the cloud platform slide on its Q4 results. Later, NASCAR President Steve Phelps breaks down the sport’s expansion into gaming, simulated racing and more.
Feb 23, 2022
Breaking Down the Russia-Ukraine Conflict, Finding Opportunities in the Valuation Reset & Lendistry CEO Everett Sands on Growing Small Businesses
00:44:31
Our anchors start today’s show breaking down the White House’s response to the Russia-Ukraine conflict with CNBC’s Ylan Mui. Then, Stifel Co-Head of Global Technology Cole Bader joins for a look at tech valuations resetting, and CNBC’s Kate Rooney reports on Bitcoin plunging over rate hike concerns and the ongoing uncertainty in Eastern Europe. Next, Wall Street Journal Markets Reporter Gunjan Banerji highlights the current surge in short sellers adding to their positions amid the Russia-Ukraine tensions, and NBC News Correspondent Erin McLaughlin reports on Russian President Vladimir Putin receiving legislative permission to deploy the country’s military. CNBC’s Frank Holland also reports on supply chain issues stemming from the conflict, and GGV Capital Managing Partner Jeff Richards offers insight on valuations and opportunities in software. Later, Lendistry CEO Everett Sands discusses the community development financial institution’s work to provide capital to vulnerable small businesses.
Feb 22, 2022
Investment Opportunities in Low P/E Stocks, Dropbox CEO Drew Houston on Earnings & Virgin Galactic Chairman Chamath Palihapitiya Steps Down
00:44:31
Our anchors begin today’s show breaking down the best and most cost-effective tech plays with CNBC’s Dom Chu, and Credit Suisse Co-Head of Quantitative Research Patrick Palfrey shares his insight on undervalued stocks with low P/E ratios. Then, MoffettNathanson Co-Founder and Senior Managing Director Michael Nathanson takes a closer look at streaming service Roku’s Q4 earnings miss, and Dropbox Co-Founder and CEO Drew Houston sits down for an exclusive interview on the cloud storage platform’s latest results. “Margins” Editor Ranjan Roy also discusses his outlook for pandemic stocks including DoorDash, Airbnb and Peloton, and CNBC’s Kate Rooney profiles new and more sophisticated trading tools for Ethereum. Later, CNBC’s Morgan Brennan reports on Virgin Galactic Chairman Chamath Palihapitiya stepping down from the space tourism company’s board.
Feb 18, 2022
AppLovin CEO Adam Foroughi on Results, Fmr. Amazon Studios Head of Strategy Matthew Ball on the Metaverse & Upstart CEO Dave Girouard on Q4 Earnings
00:42:30
Our anchors start today’s show recapping earnings from food delivery app DoorDash and chipmaker Nvidia, and software maker AppLovin CEO Adam Foroughi joins for a look at the company’s latest results. Then, our Julia Boorstin reports on Melinda Gates’ business incubator Pivotal Ventures investing in eldercare innovations, and Former Amazon Studios Head of Strategy Matthew Ball weighs in on the future of the metaverse. CNBC’s Kayla Tausche also delivers breaking news on Secretary of State Antony Blinken’s remarks on the Russia-Ukraine conflict to the U.N. Security Council, and CNBC’s Frank Holland covers the consequences of underrepresentation in the tech workforce as we continue our celebration of Black history. Later, CNBC’s Eamon Javers reports on the potential for a cyber war if Russia invades Ukraine, and AI lending platform Upstart CEO Dave Girouard joins on the heels of Q4 earnings that beat the Street and sent shares soaring.
Feb 17, 2022
Shopify President Harley Finkelstein on Earnings, Colorado’s Crypto Push & CrowdStrike CEO George Kurtz on Cybersecurity
00:44:21
We start today’s show sharing highlights from our Deirdre Bosa’s recent interview with Airbnb Co-Founder and CEO Brian Chesky after the rental company’s latest earnings beat the Street. Then, Shopify President Harley Finkelstein breaks down the e-commerce firm’s Q4 results, and CNBC’s Kate Rooney covers Colorado’s push to start accepting cryptocurrency for taxes. Next, our Jon Fortt recaps his conversation with Google Cloud CEO Thomas Kurian, focusing on earnings and how a rising rate environment could affect the platform. Later, cybersecurity firm CrowdStrike Co-Founder and CEO George Kurtz also joins to discuss last year’s uptick in ransomware attacks, and our Julia Boorstin reports on media conglomerate ViacomCBS posting its quarterly results and rebranding to Paramount.
Feb 16, 2022
TechCheck+ The Future of Live Sports Content
00:13:43
CNBC's Julia Boorstin sat down with Buzzer CEO, Bo Han, to talk about the company's latest growth initiatives. Buzzer is a short-form, live video platform that allows users to access some of the biggest moments in sports right from their phone.
Feb 16, 2022
TechCheck+ NFTs with Cent co-founder & CEO
00:15:25
Cent, the platform which sold an NFT of Jack Dorsey's first tweet, decided to halt transactions on its marketplace. TechCheck’s Deirdre Bosa and Cent co-founder and CEO Cameron Hejazi discuss why he made that decision and what’s next for Cent and NFT platforms.
Feb 15, 2022
Arista Networks CEO Jayshree Ullal on Earnings, BlockFi Co-Founder and CEO Zac Prince on SEC Settlement & F5 CEO François Locoh-Donou on New Cloud Security
00:47:10
Our anchors begin today’s show taking a closer look at names leading the Nasdaq higher with CNBC’s Dom Chu, and Bessemer Venture Partners’ Byron Deeter offers a deep dive into the cloud sector. Then, Arista Networks CEO Jayshree Ullal discusses the software firm’s latest earnings beating the Street’s expectations, and our Julia Boorstin breaks down this year’s Super Bowl ratings. Next, crypto platform BlockFi Co-Founder and CEO Zac Prince joins after the company agreed to pay the SEC and 32 states a $100 million settlement over its retail crypto lending product. CNBC’s Ylan Mui also reports on Senate Republicans’ plans to boycott a committee vote to advance President Biden’s nominees to the Federal Reserve. Later, cybersecurity provider F5 CEO François Locoh-Donou shares details on a new cloud protection service the company recently announced.
Feb 15, 2022
Russia-Ukraine Conflict Threatens Chip Stocks, Finding Opportunities in Cloud Names & Flowcode CEO Tim Armstrong on QR Codes in Advertising
00:44:25
Our anchors start today’s show breaking down the macro factors shaking up the markets with CNBC’s Mike Santoli, and Plexo Capital Founding Managing Partner Lo Toney joins for a look at both chip and gig economy stocks. Then, CNBC’s Steve Liesman delivers breaking news on data from the New York Federal Reserve showing a decrease in consumer inflation expectations, and Piper Sandler Senior Research Analyst Brent Bracelin discusses opportunities in cloud names and his outlook for the sector. Next, Mark Asset Management CEO and Managing Partner Morris Mark shares his safe bets in tech amid the ongoing volatility, and QR code maker Flowcode Founder and CEO Tim Armstrong discusses the use of those digital codes in television advertising. Later, CNBC’s Robert Frank reports on hedge fund manager Bill Ackman fighting against New York’s crypto regulations.
Feb 14, 2022
Affirm CEO Max Levchin on Quarterly Results, Zillow CEO Rich Barton on Earnings Beat & NFL Players Investing in Crypto
00:42:41
Our anchors begin today’s show breaking down the NFL’s ratings, broadcast rights and more with our Julia Boorstin, live from SoFi Stadium in California, home to this weekend’s Super Bowl. Then, Affirm Founder and CEO Max Levchin discusses the buy-now-pay-later platform’s latest results in a first-on interview, and NFL Chief Media and Business Officer Brian Rolapp breaks down the league’s media deals and the evolution of sports betting ahead of the big game. Next, Zillow Co-Founder and CEO Rich Barton joins for an exclusive conversation after the real estate firm’s Q4 earnings beat the Street, sending shares soaring. Later, CNBC’s Jane Wells takes a closer look at athletes cashing in on crypto and the metaverse, with interviews from Arizona Cardinals wide receiver DeAndre Hopkins, Green Bay Packers running back Aaron Jones and Hall of Fame quarterback Joe Montana.
Feb 11, 2022
TechCheck+ The Metaverse Garbage Dump
00:11:50
TechCheck’s Deirdre Bosa spoke with Tech writer and author of the Garbage Day newsletter, Ryan Broderick, about the future of social media. Broderick argues that the way Facebook has fostered content over the past decade could spell the end of their metaverse before it even begins.
Feb 10, 2022
Binance CEO Changpeng Zhao on Forbes Investment, Disney’s Results Beat the Street & Sonos CEO Patrick Spence Breaks Down Earnings
00:43:08
Our anchors start today’s show recapping Disney’s latest earnings beat, with highlights from our Julia Boorstin’s recent interview with CEO Bob Chapek. Then, Binance CEO Changpeng Zhao joins for an exclusive interview after the crypto trading platform announced a $200 million strategic investment in Forbes as the magazine looks to go public via SPAC. Next, Bank of America analyst Jessica Ehrlich takes a deeper dive into Disney, and CNBC’s Ylan Mui reports on the Senate Judiciary Committee advancing new legislation aimed at cracking down on child sexual abuse material online. Later, CNBC’s Kate Rooney previews buy-now-pay-later platform Affirm’s earnings after the bell, and Sonos CEO Patrick Spence discusses the audio company’s quarterly results after exceeding Street expectations on the top and bottom lines.
Feb 10, 2022
TechCheck + Bolt founder Ryan Breslow
00:26:05
TechCheck’s Deirdre Bosa spoke with Ryan Breslow, founder of the “one-click” checkout tech company Bolt Financial, to chat about fintech competition and his recent Twitter thread arguing that accelerator program Y Combinator and Stripe are the “mob bosses of Silicon Valley.”
Feb 09, 2022
Congressional Stock Trading Ban Gains Ground, Doximity CEO Jeff Tangney on Latest Earnings & Arm CEO Rene Haas on Plans to Go Public
00:42:55
Our anchors begin today’s show breaking down Meta’s plunging market cap, ride-hailing app Lyft’s Q4 earnings and rumors surrounding Microsoft acquiring cybersecurity firm Mandiant with Wheelhouse Capital CIO Ann Berry. Then, CNBC’s Ylan Mui joins with new developments on a potential stock trading ban for congressional lawmakers, and our Julia Boorstin previews Disney’s earnings after the bell. Next, Doximity Co-Founder and CEO Jeff Tangney joins to discuss the medical networking platform’s latest results, and CNBC’s Eamon Javers shares highlights from his exclusive conversation with Microsoft President Brad Smith on the software giant’s plans to upgrade its app store. Later, chip designer Arm’s new CEO Rene Haas joins exclusively after Nvidia’s deal to acquire the firm folded under regulatory pressure.
Feb 09, 2022
TechCheck+ VanEck CEO Jan van Eck
00:15:40
As the SEC seeks public comments on a spot bitcoin ETF proposal, CNBC TechCheck’s Deirdre Bosa chats with Jan van Eck, CEO of VanEck. They do a deep dive on all things crypto including possible regulation, recent volatility in Bitcoin and Ethereum, as well as stablecoins.
Feb 08, 2022
Peloton CEO John Foley Steps Down, Nvidia’s Acquisition of Arm Collapses & The Connection Between Equity and EdTech
00:44:14
Our anchors start today’s show covering the resignation of Peloton CEO John Foley, with insight on incoming CEO Barry McCarthy from our Julia Boorstin. Then, Fundstrat Global Advisors Managing Partner Tom Lee joins to discuss slumping stay-at-home stocks, and CNBC’s Steve Liesman covers 2021’s $1 trillion increase in household debt nationwide. Next, Bernstein Research Managing Director and Senior Analyst Stacy Rasgon breaks down the collapse of chipmaker Nvidia’s acquisition of semiconductor designer Arm, and Lightspeed Ventures Partners’ Mercedes Bent discusses the connection between equity and educational technology. CNBC’s Eamon Javers also reports on the arrest of a couple in New York allegedly involved in a plot to launder $4.5 billion in stolen crypto. Later, CNBC’s Robert Frank takes a look at how former Peloton CEO John Foley spent his more than $120 million in stock sales.
Feb 08, 2022
Amazon’s Rumored Peloton Acquisition, Breaking Down Meta’s Earnings Fallout & IRS Guidance on Reporting Crypto Holdings
00:42:39
Our anchors begin today’s show covering rumors that Amazon could be acquiring interactive fitness platform Peloton, with analysis from Plexo Capital Founding Managing Partner Lo Toney. Then, CNBC’s Mike Santoli breaks down the widening divergence among big tech names, and Arjuna Capital Managing Partner Natasha Lamb joins to discuss the fallout from Meta’s disappointing earnings last week. Next, UBS Equity Research Analyst Arpine Kocharyan circles back to Peloton ahead of the company’s earnings tomorrow, and our Julia Boorstin reports on the Street’s response to the ongoing controversy surrounding Spotify and Joe Rogan. Later, CNBC’s Robert Frank covers guidance from the IRS on how cryptocurrency owners should properly report those holdings on their tax returns.
Feb 07, 2022
Amazon Surges on Strong Earnings, Snap CEO Evan Spiegel on Quarterly Results & House Legislators Pass the America COMPETES Act
00:44:22
Our anchors start today’s show covering shares of Amazon surging on the e-commerce giant’s Q4 earnings, with analysis on both those numbers and the week’s other big tech results from Satori Fund Founder Dan Niles. Then, Snap CEO Evan Spiegel joins for an exclusive interview after the social media firm posted strong earnings in its first profitable quarter ever. Next, CNBC’s Ylan Mui delivers breaking news on the House passing the America COMPETES Act, aimed at taking on China and bolstering both supply chain shortages and the semiconductor industry. CNBC’s Mike Santoli also covers the convergence of the retail and cloud sectors following Amazon’s earnings, and CNBC’s Frank Holland reports on Atlanta’s emergence as a growing hub for Black tech talent. Later, payment platform Bill.com Founder and CEO René Lacerte discusses the company beating the Street in its latest results.
Feb 04, 2022
Meta Shares Sink on Weak Earnings, Previewing Amazon’s Q4 Results & Senate Committee Advances Tech Competition Bill
00:44:25
Our anchors start today’s show covering Meta’s shares plunging after posting weak earnings and previewing Amazon’s Q4 results after the bell, with insight from Needham Senior Analyst Laura Martin. Next, CNBC’s Mike Santoli covers Meta’s disappointing quarter dragging the Nasdaq lower, and Redburn Partner Nick Delfas joins for an in-depth conversation on Spotify. Then, our Julia Boorstin highlights social stocks sinking on Meta’s results, and Bernstein Senior Analyst Mark Shmulik takes a closer look at the social media giant’s underwhelming numbers. Later, Harlem Capital Managing Partner Jarrid Tingle discusses capital deployment for Black-led companies, and CNBC’s Ylan Mui reports on the Senate Judiciary Committee advancing a new bill focused on Apple and Google’s app stores.
Feb 03, 2022
Breaking Down Alphabet’s Earnings, PayPal’s Underwhelming Guidance & Jack Dorsey’s Meta Criticism
00:44:24
Our anchors begin today’s show covering Google parent Alphabet’s earnings beating Street expectations, with analysis from CNBC’s Mike Santoli. Then, our Julia Boorstin profiles what Alphabet’s Q4 could mean for Meta and Spotify’s earnings after the bell, and CNBC’s Kate Rooney covers PayPal’s latest results and underwhelming guidance after speaking with CEO Dan Schulman. Next, Bank of America analyst Vivek Arya breaks down chipmaker AMD’s earnings, and Evercore ISI Head of Internet Research Mark Mahaney joins for a closer look at Alphabet. Our Carl Quintanilla also shares Block CEO Jack Dorsey’s recent comments criticizing Meta, and CNBC’s Ylan Mui reports on a new House bill that could enable the Treasury to go after bad actors in cryptocurrency. Later, tech ethicist and startup studio super{set} Co-Founder Tom Chavez weighs in on privacy concerns surrounding Meta, and Mizuho analyst Dan Dolev looks at PayPal’s fundamentals.
Feb 02, 2022
TechCheck+ TerraZero CEO Dan Reitzik
00:20:27
CNBC TechCheck’s Deirdre Bosa chats with Dan Reitzik, director and CEO of TerraZero, a metaverse developer. The company issued one of the first mortgages in the metaverse. They’ll discuss the digital land grab, as well the company’s broader strategy to develop, acquire and finance projects in the metaverse.
Feb 01, 2022
AT&T Spins Off WarnerMedia, Recapping 2022’s Massive Gaming Deals & A Preview of Alphabet’s Earnings
00:44:19
Our anchors start today’s show looking at stocks bouncing back to start February, and Calixto Global Investors Founder and Portfolio Manager Eduardo Costa visits to discuss opportunities in tech as he repositions within software. Then, our Julia Boorstin reports on AT&T’s plans to spin off WarnerMedia and merge the entertainment giant with mass media firm Discovery. Next, Verge Editor-in-Chief Nilay Patel offers insight on the recent slew of gaming deals after The New York Times announced it would acquire the popular web game Wordle. Our Jon Fortt also shares his conversation with Meta Vice President for Civil Rights Roy Austin as we celebrate the first day of Black History Month. Then, CNBC’s Robert Frank covers last year’s more than $500 million worth of land sales in the metaverse, and Baird Senior Research Analyst Colin Sebastian offers a preview of Alphabet’s earnings after the bell. Later, CNBC’s Leslie Picker profiles the SPAC market’s struggles throughout January’s volatility.
Feb 01, 2022
Nasdaq Rallies to End January, Spotify’s New Covid Misinformation Precautions & Micron CEO Sanjay Mehrotra on Chip Industry Expectations
00:44:21
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.
Jan 31, 2022
Apple Sees Record Quarterly Revenue in Latest Results, Robinhood’s Losses Exceed Street Expectations & A Look at Next Week’s Tech Earnings
00:42:59
Our anchors begin today’s show with a closer look at Apple’s latest earnings after the tech giant saw its largest quarterly revenues ever, joined by Bernstein Research analyst Toni Sacconaghi. Then, CNBC’s Kate Rooney covers trading platform Robinhood reporting deeper losses and lower guidance than the Street expected after posting results Thursday after the bell. Next, we circle back to Apple with Goldman Sachs analyst Rod Hall, who raised his price target and estimates for revenue and gross margins on the company’s results. Later, Wedgewood Partners CIO David Rolfe joins with insight on two of his favorite names, Visa and chipmaker TSMC, and our anchors preview next week’s tech earnings.
Jan 28, 2022
Intel CEO Pat Gelsinger on Latest Earnings, Softbank COO Marcelo Claure’s Plans to Step Down & Pershing Square’s Massive Netflix Investment
00:43:23
Our anchors start today’s show joined by Intel CEO Pat Gelsinger in a first-on interview after the chipmaker posted earnings yesterday. Then, CNBC’s Andrew Ross Sorkin reports on Softbank COO Marcelo Claure’s plans to step down, and CNBC’s Mike Santoli breaks down the tech stock rally and the volatility hitting the sector. Next, Guggenheim Managing Director of Automotive Research Ali Faghri discusses Tesla’s latest quarterly results, and Bank of America analyst Wamsi Mohan previews Apple’s earnings before the tech giant reports after the bell. Our Julia Boorstin also covers investor Bill Ackman’s hedge fund Pershing Square buying more than 3.1 million shares of Netflix. Later, CNBC’s Yasmin Khorram recaps comments from her exclusive interview on big tech regulation with California Governor Gavin Newsom.
Jan 27, 2022
Microsoft’s Earnings Beat Street Estimates, WarnerMedia CEO Jason Kilar on Discovery Merger & Tech Mega-Cap Investment Opportunities
00:44:25
Our anchors begin today’s show covering Microsoft’s latest earnings report, with insight from Citi Senior Equity Research Analyst Tyler Radke. Then, our Julia Boorstin sits down with WarnerMedia CEO Jason Kilar after AT&T posted results this morning and updated its timeline for the entertainment company’s merger with mass media firm Discovery. Next, Matrix Asset Advisors CIO David Katz joins for more on investment opportunities in tech mega-caps, including Microsoft, Alphabet and Meta. CNBC’s Kate Rooney also profiles the implications of the crypto crash on athletes, celebrities and public officials who requested their salaries be paid in digital currencies. Later, Madrona Ventures Group Managing Director Hope Cochran takes a closer look at Microsoft’s plans to acquire video game publisher Activision for $68.7 billion, and CNBC’s Eamon Javers delivers breaking news on the retirement of Supreme Court Justice Stephen Breyer.
Jan 26, 2022
Commerce Department Releases New Chip Shortage Report, Okta CEO Todd McKinnon on Business Trends & GM’s $7 Billion Electric Vehicle Investment
00:48:56
Our anchors begin today’s show with CNBC’s Mike Santoli, who analyzes the current trading price of cloud firm Snowflake. Then, Plexo Capital Founding Managing Partner Lo Toney breaks down investment opportunities amid the ongoing tech volatility, and CNBC’s Kayla Tausche covers a recent Department of Commerce report on the nation’s chip shortage. Next, our Julia Boorstin takes a look at Apple and Microsoft as both tech giants prepare to post earnings this week, and Goldman Sachs Managing Director Eric Sheridan joins after cutting price targets on social media names including Snap, Pinterest and Twitter. Wall Street Journal Markets Reporter Gunjan Banerji also offers insight on the relationship between options trading and meme stocks, and cybersecurity provider Okta Co-Founder and CEO Todd McKinnon discusses the trends observed in the company’s latest “Businesses at Work” report. Later, CNBC’s Phil LeBeau details General Motors’ $7 billion investment into developing electric vehicles, and our Jon Fortt recaps his Fortt Knox interview with fintech firm Klarna Co-Founder and CEO Sebastian Siemiatkowski.
Jan 25, 2022
Crypto Crash Hits Bitcoin and Ethereum, Investment Opportunities in Payments & Robinhood’s IPO Access Program Sees Stocks Slump
00:54:20
Our anchors begin today’s show breaking down the relationship between stocks and rates with CNBC’s Mike Santoli, and Satori Fund Founder Dan Niles joins with in-depth analysis on the tech sell-off. Then, CNBC’s Kate Rooney profiles the ongoing crypto crash, and Mark Asset Management CEO and Managing Partner Morris Mark discusses Netflix’s continued plunge after the streaming giant reported results last week. Next, our Julia Boorstin reports on social media company Snap receiving a series of downgrades and price target cuts, and Morgan Stanley analyst James Faucette shares insight on opportunities in the payments space, with top picks including PayPal, Visa and Mastercard. “Margins” Editor Ranjan Roy also covers the decline of stocks that went through trading platform Robinhood’s IPO Access program. Later, our Julia Boorstin highlights the underperformance of big telecom names as providers including AT&T, Verizon and T-Mobile prepare to post results in the weeks ahead.
Jan 24, 2022
Netflix Shares Plunge on Q4 Results, Intel Announces New Plants in Ohio & Airbnb Co-Founder and CEO Brian Chesky’s Nationwide Rental Journey
00:48:50
Our anchors start today’s show covering shares of streaming giant Netflix plunging after reporting Q4 results and interactive fitness company Peloton temporarily halting production of key bikes and treadmills, with insight from Verge Editor-in-Chief Nilay Patel. Then, CNBC’s Mike Santoli reports on the deepening sell-off, and our Jon Fortt recaps his earlier interview with Intel CEO Pat Gelsinger as the chipmaker announces a series of new plants in Ohio. Next, MoffettNathanson Founding Partner Michael Nathanson visits after cutting his price target on Netflix, and lodging platform Airbnb Co-Founder and CEO Brian Chesky joins as he kicks off his plan to live in Airbnb rentals for the coming weeks. Later, our anchors break down the amount big tech names including Meta, Amazon and Microsoft spent on lobbying in 2021.
Jan 21, 2022
The Nasdaq Enters Correction Territory, Piper Sandler Downgrades AMD to Neutral & Previewing Tonight’s Netflix Earnings
00:44:20
Our anchors begin today’s show with CNBC’s Mike Santoli covering the Nasdaq’s historic drop to start the year as the index enters correction territory. Then, Index Ventures Partner Nina Achadjian joins to discuss the current drop-off in valuations and the potential for an increase in big tech M&A. Next, Piper Sandler analyst Harsh Kumar visits after downgrading chipmaker AMD to neutral and lowering its price target. Our Julia Boorstin also covers Netflix’s focus on international subscriber growth before the streaming platform posts earnings tonight, with analysis from Former Hulu Head of Content Acquisition Alex Kruglov. Later, CNBC’s Ylan Mui breaks down the Senate tech antitrust bill gaining bipartisan support, and note-taking app Evernote Co-Founder Phil Libin expands on his opposition to the metaverse.
Jan 20, 2022
Former FTC Chair Bill Kovacic on Big Tech Regulation, SoFi Receives Approval to Become a Bank & Airline Safety Concerns Surrounding the Nationwide 5G Rollout
00:44:22
Our anchors begin today’s show looking at market moves driving the current tech sell-off, with analysis from CNBC’s Mike Santoli. Then, former Federal Trade Commission Chair Bill Kovacic explains the antitrust implications of the FTC and Department of Justice looking to rewrite the country’s business merger guidelines. Next, CNBC’s Kate Rooney reports on personal finance firm SoFi receiving regulatory approval to become a bank, and Guggenheim Securities Senior Managing Director Eric Mandl discusses Microsoft’s plans to acquire video game publisher Activision for $68.7 billion. Wall Street Journal Markets Reporter and CNBC Contributor Gunjan Banerji also breaks down the giant stock swings hitting the Nasdaq to start 2022, and CNBC’s Andrew Ross Sorkin joins to recap his “Capital Exchange” interview with FTC Chair Lina Khan. Later, our Julia Boorstin reports on airline safety concerns surrounding the nationwide 5G rollout, and CNBC’s Robert Frank profiles interactive fitness company Peloton CEO John Foley selling about $119 million worth of shares from 2020 to 2021.
Jan 19, 2022
Microsoft’s $68.7 Billion Acquisition of Activision, Investor Chamath Palihapitiya’s Controversial Uyghur Comments & Gopuff’s Private Label Launch
00:44:17
Our anchors start today’s show covering Microsoft’s plans to acquire video game publisher Activision for $68.7 billion, with insight from Wells Fargo Chairman of Global Internet Investment Banking Bob Peck. Then, CNBC’s Mike Santoli looks at the S&P and Nasdaq’s ongoing sell-off, and Irreverent Labs CEO Rahul Sood joins for more on the mega-deal between Activision and Microsoft. Our Jon Fortt also recaps his interview with IBM CEO Arvind Krishna from the National Retail Federation’s conference over the weekend, and the team covers billionaire investor and Golden State Warriors part-owner Chamath Palihapitiya saying “nobody cares” about the human rights abuses against the Uyghurs in China on a recent episode of his podcast. Later, food delivery service Gopuff CEO Rafael Ilishayev discusses the company’s expansion into private label products, and CNBC’s Ylan Mui reports on big tech regulation ahead of today’s press conference with the Federal Trade Commission and the Department of Justice.
Jan 18, 2022
Tech’s Continued Sell-Off, Increased Gaming Interest Across Social Media & Sexism Allegations Against SpaceX
00:44:21
Our anchors begin today’s show joined by CNBC’s Dom Chu, who covers the recent tech sell-off with the Nasdaq on track for its third consecutive negative week. Then, Credit Suisse Co-Head of Quantitative Research and Senior Equity Strategist Patrick Palfrey joins with thoughts on the potential for low PE stocks to lead the market in 2022. CNBC’s Courtney Reagan also reports on December’s decrease in retail sales, and our Julia Boorstin analyzes heightened interest in gaming across platforms including Twitter, Facebook and Reddit. Next, CNBC’s Mike Santoli takes a long-term look at the Nasdaq’s performance, and our Jon Fortt shares highlights from his Fortt Knox interview with Snowflake CEO Frank Slootman. Later, Former SpaceX Mission Integration Engineer Ashley Kosak visits to discuss her allegations of sexism against her former employer.
Jan 14, 2022
TSMC’s Record Q4 Profits, Checkout.com’s $1 Billion Series D Round & Chegg CEO Dan Rosensweig on the Future of EdTech
00:42:45
Our anchors start today’s show covering chipmaker TSMC’s Q4 results, with insight and top sector picks from Cambiar Investors Investment Principal Joseph Chin. Then, CNBC’s Leslie Picker reports on the trading debut of private equity firm TPG, and former Amazon Studios Head of Strategy Matthew Ball provides a look at opportunities in the metaverse. Checkout.com CEO Guillaume Pousaz also visits after the online payments company raised $1 billion in Series D funding. Next, our Julia Boorstin highlights some key trends among start-ups as CNBC seeks nominations for its annual Disruptor 50 list. Later, education tech firm Chegg CEO Dan Rosensweig joins to discuss the platform’s new, more personalized study service, “Learn With Chegg.”
Jan 13, 2022
Apple’s Reported MLB Streaming Talks, Redwood Materials CEO JB Straubel on EV Batteries & Bitcoin Leverage Hits a Record High
00:42:43
Our anchors start today’s show with software valuations amid a series of calls on growth stocks, joined by GGV Capital Managing Partner Jeff Richards. Then, our Julia Boorstin covers Apple’s reported interest in acquiring the rights to stream MLB games on select regular season weekdays. Next, Bank of America analyst Jason Kupferberg discusses his decision to upgrade Coinbase to a buy rating, and CNBC’s Phil LeBeau sits down with EV battery recycling firm Redwood Materials CEO JB Straubel in an exclusive interview on the company’s new facility in Nevada. CNBC’s Kate Rooney also looks at the recent boom in Bitcoin leverage, adding to risks of volatility. Later, app business platform ironSource CEO Tomer Bar-Zeev offers insight on the growth of mobile gaming and a series of recent deals in the industry.
Jan 12, 2022
Key Factors Weighing on Tech Stocks, Fed Chair Jerome Powell’s Confirmation Hearing & GameStop’s NFT Marketplace Plans
00:59:50
Our anchors begin today’s show taking a look at inflation, rising rates and comments from the Fed currently weighing on tech stocks, with insight from Wedgewood Partners CIO David Rolfe. We also track Fed Chair Jerome Powell’s confirmation hearing as he appears before the Senate Banking Committee in search of a second term leading the central bank. Later, CNBC’s Frank Holland reports on the first anniversary of the Reddit rebellion and gaming retailer GameStop’s plans to develop an NFT marketplace.
Jan 11, 2022
Tech Opportunities Amid the Nasdaq’s Sell-Off, Take-Two Interactive’s Plans to Acquire Zynga & Merck CEO Robert Davis on Covid Treatments
00:45:45
Our anchors begin today’s show looking at the Nasdaq’s sell-off, with insight on the sector from CNBC’s Mike Santoli. Next, Plexo Capital Managing Partner Lo Toney joins to discuss investment opportunities in tech for 2022 and video game publisher Take-Two Interactive’s planned acquisition of mobile game developer Zynga. Then, CNBC’s Meg Tirrell interviews Merck CEO Robert Davis from the virtual J.P. Morgan Health Care Conference, and Satori Fund Founder Dan Niles visits to break down the Nasdaq’s latest slump. Our Julia Boorstin also reports on a series of media stocks soaring on their M&A potential, including ViacomCBS, Discovery and AMC Networks. Later, Evercore ISI Managing Director Rich Ross delivers his top picks for the year ahead, including Nvidia and Tesla.
Jan 10, 2022
Tech Stocks Slide to Start 2022, Goldman Sachs’ Top Software Picks for the Year Ahead & New York Times CEO Meredith Kopit Levien on Plans to Acquire The Athletic
00:52:07
Our anchors begin today’s show looking at the Nasdaq on track for its worst week since November, with insight on the downturn from Pacaso and Zillow Co-Founder Spencer Rascoff. Next, we talk software with Goldman Sachs analyst Kash Rangan, who delivers some top picks for the year ahead including Microsoft, Salesforce and Adobe. Then, our Jon Fortt brings us his interview with Abbott Laboratories CEO Robert Ford, who highlights the biotech firm’s latest wearable health products and demand for its at-home COVID-19 tests. Later, New York Times CEO Meredith Kopit Levien visits after the newspaper announced plans to acquire sports media giant The Athletic for $550 million.
Jan 07, 2022
Tech’s Big Tumble, Exclusive Interview with Logitech CEO Bracken Darrell & Fed Tightening Hits Fintech and Cloud Stocks
00:44:22
Our anchors begin today’s show covering the tech sell-off with Satori Fund Founder Dan Niles, who also shares his top picks for 2022. Then, CNBC’s Eamon Javers covers the changes social media platforms have made in the wake of the Capitol riots last January 6th. Also, Logitech CEO Bracken Darrell joins in an exclusive interview as part of our Consumer Tech Week to highlight various consumer tech trends. Next, CNBC’s Kristina Partsinevelos covers the impact of the Federal Reserve’s tightening on fintech stocks, and Wolfe Research Analyst Darrin Peller digs deeper into fintech plays. Our Julia Boorstin also reports on Fed taper plans hitting cloud stocks, and CNBC’s Robert Frank delivers some stark numbers on tech billionaires hemorrhaging cash to start the year. And later, CNBC’s Leslie Picker highlights several hedge funds dumping tech stocks at a breakneck pace.
Jan 06, 2022
Qualcomm CEO Cristiano Amon on Expansion Into Autos, Exclusive Interview with Amazon SVP of Devices and Services Dave Limp & HP CEO Enrique Lores on Newly Announced Products
00:44:25
Our anchors begin today’s show looking at negative tech sentiment with CNBC’s Mike Santoli after UBS downgraded the entire sector to neutral. Then, Qualcomm CEO Cristiano Amon joins in a first on CNBC interview to discuss expansion into the automotive space. Next, Amazon SVP of Devices and Services David Limp visits in an exclusive interview to talk Alexa, the company’s Astro robot and much more. HP CEO Enrique Lores also joins exclusively as the company announces nearly 50 new products and services, including desktops, gaming products and video conferencing tools. Later, our Julia Boorstin highlights growth opportunities in social stocks, and CNBC’s Phil LeBeau previews GM CEO Mary Barra’s keynote speech at CES.
Jan 05, 2022
Elizabeth Holmes’ Partially Guilty Verdict, Exclusive Interview with AMD CEO Lisa Su & A Final Send-off for Blackberry Phones
00:44:18
Our anchors begin today’s show with CNBC’s Yasmin Khorram recapping the partially guilty verdict in the trial of Elizabeth Holmes. Next, Byron Deeter of Bessemer Venture Partners delivers some of his top cloud picks for the year ahead, including Datadog and Snowflake. Then, AMD CEO Lisa Su joins in an exclusive interview to kick off our Consumer Tech Week as AMD announces 25 new products today. We also follow up on the Holmes verdict with Former Wall Street Journal Reporter and “Bad Blood” Author John Carreyrou, whose work helped crack the case open. Then, our Julia Boorstin reports on Warren Buffett’s massive stake in Apple, and Bernstein Analyst Mark Shmulik offers insight on the metaverse. Later, our anchors pay tribute to Blackberry phones, which go offline today after 22 years.
Jan 04, 2022
Tech Outlook for 2022, Tesla’s Record Deliveries & Slow Ventures’ Sam Lessin on Crypto and Web3
00:44:26
Our anchors start off today’s show with the latest bullish chip calls. Then, New Street Advisors Founder and CEO Delano Saporu joins to share his outlook for tech in 2022. CNBC’s Phil LeBeau also covers Tesla’s record deliveries for the latest quarter and Wedbush Securities Analyst Dan Ives joins for more on the stock. Next, we have Slow Ventures General Partner Sam Lessin to talk all things crypto and Web3. Later, CNBC’s Julia Boorstin covers the battle over 5G’s rollout as well as Twitter’s permanent account ban of Georgia Congresswoman Marjorie Taylor Greene. We also have CNBC’s Robert Frank with the details on record insider sales for tech execs.
Jan 03, 2022
The Tale of Tech in 2021, A Look at Top Semi Stocks For the Year Ahead & Heliogen’s Public Debut Via SPAC
00:42:15
Our anchors begin the last show of 2021 taking a look at the wild ride for tech stocks this past year. Then, we focus on Disney, one of the year’s worst performing big-caps, with Arjuna Capital Managing Partner Natasha Lamb. Next, Moor Insights & Strategy President and Principal Analyst Patrick Moorhead delivers his top semiconductor picks amid a huge year for sector names including Nvidia, Applied Materials and Marvell Technology. Then, solar tech company Heliogen CEO Bill Gross joins to talk about his firm’s public debut via SPAC merger. Our Deirdre Bosa also reports on Amazon falling from first to fourth on Apptopia’s list of shopping apps, and New York Times technology reporter Ryan Mac visits to discuss his recent article asking “Are Apple AirTags Being Used to Track People and Steal Cars?” Later, CNBC’s Kayla Tausche covers data from the University of Florida showing 2021 marked the highest number of dual class IPOs in the last 41 years.
Dec 31, 2021
Wall Street’s Favorite Mega-Caps, Quick Commerce Companies Promising 15-Minute Deliveries & VanEck Associates CEO Jan van Eck on Bitcoin and ETFs in 2022
00:44:23
Our anchors begin today’s show with CNBC’s Josh Lipton taking a look at Apple, Microsoft and Nvidia, three of Wall Street’s favorite mega-caps. Then, guest anchor CNBC’s Kayla Tausche focuses on lawmakers pushing President Biden to prioritize big tech regulation, and Former Uber Chief Business Officer Emil Michael visits to talk quick commerce companies promising deliveries in 15 minutes or less. Next, VanEck Associates CEO Jan van Eck delivers details on his outlook for Bitcoin and ETFs in the year ahead, and our Deirdre Bosa reports on substandard conditions at a Foxconn plant in India. CNBC’s Bob Pisani also joins to break down tech stock buybacks, including the $48 billion worth of buybacks from Apple, Meta and Alphabet in Q3. Later, software consultant Paul Butler discusses his newest piece comparing blockchain “play to earn” games to Ponzi schemes.
Dec 30, 2021
Fintech’s Recent Fall, Evercore’s Top Five Product Catalysts of 2022 & Tech’s Favorite Tax Loophole
00:44:22
Our anchors begin today’s show highlighting the underperformance of fintech, with insight from Mizuho Managing Director Dan Dolev on opportunities within the sector. Next, CNBC’s Mike Santoli joins to cover the mega-cap stocks driving the market’s latest rally. Evercore ISI Head of Internet Research Mark Mahaney also focuses on his top five product development catalysts in 2022, including Uber’s subscription service and Netflix branching into gaming. Then, our Deirdre Bosa takes a look at how Apple, Alphabet and other tech firms are spending massive amounts of cash, and CNBC’s Josh Lipton covers strong performers in the cybersecurity sector. Later, our team recaps CNBC’s final quarterly stock report of the year, and New York Times reporter Maureen Farrell discusses her recent article on tech’s favorite tax loophole.
Dec 29, 2021
Apple Closes NYC Stores Amid Covid Surge, Mizuho Securities Analyst Vijay Rakesh on Chipmakers to Watch in 2022 & Automattic CEO Matt Mullenweg on the Internet’s Future
00:44:29
Our anchors begin today’s show with Apple closing its New York City stores due to omicron concerns as the stock once again inches towards a $3 trillion market cap. Then, Leuthold Group Chief Investment Strategist Jim Paulsen discusses his outlook for 2022, including his projection that tech and growth stocks will underperform broader market plays in the first half of new year. Next, our team shifts focus to semis: CNBC’s Josh Lipton joins with insight into investors’ favorite chipmakers, followed by a closer look at the sector with Mizuho Securities Senior Semiconductor Analyst Vijay Rakesh. Automattic CEO and WordPress Co-Founder Matt Mullenweg also shares his thoughts on the internet’s future and open web. Later, CNBC’s Bob Pisani highlights the underperformance of Cathie Wood’s ARK Fund this year, and our Deirdre Bosa covers the broader collapse of stocks that went public via SPAC in 2021.
Dec 28, 2021
S&P Reaches a Record High, Truist’s Top Internet Picks for 2022 & Why Bitcoin is Worse Than a Ponzi Scheme
00:44:25
Our anchors begin today’s show with insight from CNBC’s Mike Santoli on the S&P hitting a record high and stocks having the greatest impact on the index this year. Next, CNBC’s Courtney Reagan covers retail winners from this holiday season, and Wilmington Trust’s Meghan Shue offers guidance on tech stocks in the year ahead. Truist Securities Senior Internet Analyst Youssef Squali also delivers his top internet picks for 2022, including Alphabet and Meta. Then, our Carl Quintanilla profiles Apple facing antitrust scrutiny in the Netherlands over app store fees, and CNBC’s Leslie Picker recaps this year’s wave of underperforming SPACs and IPOs. Later, non-resident senior fellow at Boston University’s Global Development Policy Center Robert McCauley joins to discuss his piece where he argues that comparing Bitcoin to a Ponzi scheme is unfair to Ponzi schemes.
Dec 27, 2021
The Satori Fund’s Dan Niles Talks Tech Picks, Trivago CEO Axel Hefer on Holiday Travel Trends & Exclusive Interview with Dwayne Johnson
00:42:45
Our anchors begin today’s show looking at the S&P hovering within 1% of all-time highs, with tech outperforming all other sectors on the week. Next, Dan Niles, founder and senior portfolio manager of the Satori Fund, joins with his top tech picks of 2022, and our Julia Boorstin highlights why shares of JD.com are sinking today. Trivago CEO Axel Hefer also visits with insight into how the omicron variant is affecting holiday travel trends. Then, our anchors take a look at MKM’s list of high-impact, low-probability predictions for the year ahead. Plus, actor and founder of Teremana Tequila and ZOA Energy Dwayne Johnson joins in an exclusive interview to discuss his latest blockbuster hit, his success in the spirits industry and much more. And later, it’s the final day of Julia Boorstin’s three-part deep dive into the metaverse.
Dec 23, 2021
What is a Tech Stock?, High-Profile Names Set to Miss CES & Triller CEO Mahi de Silva’s Plans to Go Public
00:44:22
Our anchors kick off today’s show with a trio of bullish calls on Amazon. Then, Credit Suisse Chief Equity Strategist and Head of Quantitative Research Jonathan Golub joins to take a deep dive into what defines a tech stock. Next, our Julia Boorstin covers a string of high-profile names missing CES this year amid Covid concerns. She also premieres day two of her three-part series on the metaverse. Then, Needham analyst Bernie McTernan joins to discuss ways companies are monetizing the metaverse. Next, video app Triller’s CEO Mahi de Silva joins as his company announces plans to go public through a reverse merger that is expected to value the company at $5 billion. Plus, we bring in Bank of America analyst Craig Siegenthaler for insight into his bearish outlook on Robinhood. And later, CNBC’s Kate Rooney takes a look at recent tweets from Elon Musk and Jack Dorsey, highlighting their comments on Web3 and venture capital.
Dec 22, 2021
Quarterly Results from Micron and Braze, Exclusive Highlights from Bob Iger’s Exit Interview & Building the Metaverse
00:44:19
Our anchors begin today’s show on semiconductor maker Micron’s quarterly results, with insight from Cowen’s Karl Ackerman. Then, CNBC’s Mike Santoli joins to look at the broader market picture, focusing on the performance of e-commerce over the past two years. Next, we turn to the highlights from an exclusive interview CNBC’s David Faber held with Disney Chairman Bob Iger, who is stepping down at the end of the year. Wall Street Journal reporter and CNBC contributor Gunjan Banerji also joins to share her take on the market, and our Julia Boorstin launches day one of her three-part series profiling the metaverse. Later, our anchors cover tweets from Elon Musk and Jack Dorsey on Web3, and Bill Magnuson, CEO of cloud marketing firm Braze, visits to discuss his company’s Q3 results.
Dec 21, 2021
Oracle to Acquire Medical Records Company Cerner, LinkedIn Co-Founder Reid Hoffman on the Metaverse & Citi’s Tyler Radke on Software Sector Winners
00:43:53
Our anchors begin the show analyzing today’s sell-off with CNBC’s Mike Santoli before discussing Oracle’s largest-ever acquisition of medical records company Cerner. Then, Wedbush Securities Head of Technology and Media Trading Joel Kulina joins with insight on worthwhile investments in the current trading environment. Next, LinkedIn Co-Founder Reid Hoffman is here to talk investing in the metaverse, crypto and much more. Citi Analyst Tyler Radke also takes a deep dive into winners in the software sector, and our Jon Fortt previews his interview on inflation pressures and tightening supply with Honeywell CEO Darius Adamczyk. Later, CNBC’s Phil LeBeau covers the EV incentives at risk if the Build Back Better Act fails in the Senate, and our Julia Boorstin highlights the massive opening weekend for Spider-Man: No Way Home.
Dec 20, 2021
Bank of America’s Top Picks, Investing in Cloud & Peloton’s Ride Lower
00:44:04
Our anchors are joined by guest anchor The Verge’s Editor-in-Chief Nilay Patel this Friday morning. They start off today’s show with a check on the markets with NorthmanTrader Founder Sven Henrich. Then, Bank of America Analyst Justin Post joins to discuss his top picks going into 2022, which include Amazon and Uber. Next, Index Ventures’ Nina Achadjian is here to speak about cloud stocks, zeroing in on the vertical SaaS space. We also have CNBC’s Phil LeBeau to cover why shares of Rivian are taking a tumble today. Then, we have the details on a crash in buy now, pay later stocks after the Consumer Financial Protection Bureau launched a probe into BNPL companies. And Later, “The Margins” Editor Ranjan Roy brings us his take on Peloton, saying he thinks the era of story stocks is over.
Dec 17, 2021
Is the Crash Already Here?, Sony Pictures CEO Ahead of New Spider-Man Release & Founders Fund’s Keith Rabois on the Future of Fintech
00:44:24
Our anchors start off the morning with shares of Adobe plummeting on weak guidance. Then, we are joined by Craft Ventures Co-Founder David Sacks, who says the crash is already here – it’s just not very evenly distributed. Sacks, who was an early investor in Reddit, also shares his thoughts on the social media company confidentially filing to go public. Next, Sony Pictures Chairman and CEO Tony Vinciquerra is here to discuss the upcoming release of “Spider-Man: No Way Home” as well as omicron’s potential impact on theater goers. We also have Founders Fund General Partner Keith Rabois to discuss tech valuations, Shopify, buy now, pay later and so much more. Then, CNBC’s Scott Cohn is here with the latest details on the Holmes trial as closing arguments begin today. And later, we cover Apple’s latest COVID-19 precautions.
Dec 16, 2021
Bullish Sentiment on Semis, UBS’ Top Internet Picks & Samsara CEO on IPO Day
00:43:57
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.
Dec 15, 2021
Bank of America Calls Apple a Buy, TeraWulf CEO on Nasdaq Debut & Exclusive Interview with Vox Media CEO and Group Nine CEO on Merger Agreement
00:43:00
Our anchors are joined by guest anchor Plexo Capital’s Lo Toney this morning. They start off today’s show with Bank of America Analyst Wamsi Mohan who upgraded Apple to buy as the stock approaches a $3 trillion market cap. Next, our anchors cover Morgan Stanley’s top picks for the new year and Vox Media’s acquisition of Group Nine. Then, J.P. Morgan Analyst Sterling Auty is here to dive into the software sector. We also have TeraWulf CEO Paul Prager live from the Nasdaq as the green Bitcoin mining company makes its public debut today. And later, Vox Media CEO Jim Bankoff and Group Nine CEO Ben Lerer join in an exclusive interview on the companies’ merger agreement.
Dec 14, 2021
Cowen Calls Amazon its Top Mega Cap Pick for 2022, ServiceNow and EY Announce New Strategic Partnership & Exclusive Interview with Adobe CEO Shantanu Narayen
00:43:02
Our anchors kick off this Monday morning on Apple as the tech giant approaches a $3 trillion market cap. Next, we bring in Cowen Analyst John Blackledge who named Amazon a top mega cap pick heading into 2022. We also have NBC’s Morgan Chesky live from Edwardsville, Illinois to cover this weekend’s tornados that caused massive destruction, including six fatalities in an Amazon warehouse. Then, ServiceNow CEO Bill McDermott and EY CEO Carmine Di Sibio are here to exclusively discuss their new strategic partnership that they say will double the value of their existing relationship to $1 billion by 2025. Later, Adobe CEO Shantanu Narayen joins in an exclusive interview to speak about the company’s new product, Creative Cloud Express. And finally, Airtable CEO Howie Liu joins as the company announces a new fundraise of $735 million bringing Airtable’s valuation to over $11 billion.
Dec 13, 2021
Oracle Shares Surge to All-Time High, Peloton Gets a Downgrade & Elon Musk Sells Nearly $1 Billion in Tesla Stock
00:44:21
Our anchors begin today’s show looking at Oracle shares surging to an all-time high on strong quarterly results. Then, we bring in Mizuho Securities Analyst Vijay Rakesh and turn to Broadcom, which beat street estimates on the top and bottom lines. Next, Andreessen Horowitz Partner Andrew Chen discusses his new book, “The Cold Start Problem: How to Start and Scale Network Effects.” Then, Credit Suisse Analyst Kaumil Gajrawala is here after downgrading Peloton to neutral and cutting his price target by more than 50%. Later, our anchors focus on C3 AI winning a $500 million contract with the U.S. Department of Defense, Google’s refusal to raise worker pay to match inflation, and a historic wave of stock sales from executives and insiders this year.
Dec 10, 2021
Apple Approaches $3 Trillion Market Cap, HashiCorp CEO on Nasdaq Debut & Databricks CEO on Launching Venture Fund
00:42:50
Our anchors kick off today’s show with Bernstein Research Analyst Toni Sacconaghi on all things Apple as the company approaches a $3 trillion market cap. Then, we bring in The Information Reporter Wayne Ma on his latest piece detailing Tim Cook’s secret $275 billion agreement with China. Also, CNBC’s Julia Boorstin brings us the highlights from Instagram Chief Adam Mosseri’s testimony before Congress yesterday. We also have HashiCorp CEO Dave McJannet join from the Nasdaq ahead of the company’s market debut today. The IPO priced at $80 a share giving the software company a $14 billion valuation. Later, Databricks CEO Ali Ghodsi is here as the company announces it is launching its own venture fund to invest in data and AI technologies.
Dec 09, 2021
The Electric Vehicle Trade, Roku and Google Strike a Deal & PagerDuty CEO on the Quarter
00:46:57
Our anchors start off today’s show on Apple as the stock hits yet another all-time high. Then, Morgan Stanley Head of Global Auto and Shared Mobility Research Adam Jonas joins to discuss the electric vehicle space, zeroing in on Rivian, Tesla and more. We also cover shares of Stitch Fix plunging today after the company slashed its revenue outlook. Plus, CNBC’s Julia Boorstin has the details on Roku finally reaching a deal with Google over YouTube. Next, Citi Global Head of Technology and Communications Banking Phil Drury joins to discuss this year’s IPOs. Also, CNBC’s Kate Rooney covers the crypto hearing today with CEOs from half a dozen cryptocurrency firms testifying before Congress. Later, PagerDuty CEO Jennifer Tejada is here as the company’s latest quarterly results are sending shares higher this morning
Dec 08, 2021
Mobileye CEO on Plans to Go Public, Elon Musk Slams Government Spending Plan & Stellantis CEO Talks New Tech
00:44:24
Our anchors kick off the morning with news that Intel is taking its self-driving car unit Mobileye public by mid-2022. Then, Mobileye CEO Amnon Shashua joins to discuss the potential IPO that could value the group at $50 billion. Plus, Elon Musk took the stage at The Wall Street Journal’s CEO Council Summit last night and spoke out against government spending to support electric vehicle adoption. The Wall Street Journal’s Joanna Stern, who held the interview with Musk, joined us this morning to recap the highlights. We also have Calixto Global Investors Founder Eduardo Costa to talk tech picks going into 2022. Later, Gitlab CEO Sid Sijbrandij joins after the company reported results for its latest quarter. Plus, CNBC’s Scott Cohn is here with an update on Elizabeth Holmes’ trial. And later, CNBC’s Phil LeBeau brings us Stellantis CEO Carlos Tavares to discuss the company’s new technology announcements out of its first Software Day today.
Dec 07, 2021
Bullish on Rivian, Buzzfeed’s Volatile Market Debut & Reddit Co-Founder Alexis Ohanian Talks Expansion of Invisible Universe
00:43:38
Our anchors begin today’s show looking at tech stocks lagging again to start the week, with insight from Credit Suisse Chief U.S. Equity Strategist Jonathan Golub. Then, we highlight today’s electric vehicle stock moves and speak with Bank of America Analyst John Murphy who initiated Rivian at buy this morning. Next, CNBC’s Leslie Picker covers Buzzfeed’s volatile first day of trading after completing its SPAC merger. Then, Fundstrat Global Advisors Managing Partner Tom Lee shares why he thinks there is a high probability of a year-end rally. Also, we check in on some DevOps companies ahead of HashiCorp’s public debut this week. Finally, Reddit Co-Founder Alexis Ohanian discusses the growth potential of a company he is invested in – entertainment tech startup Invisible Universe.
Dec 06, 2021
Software vs. Semis Amid the Sell-Off, FTC Sues to Block Nvidia’s Arm Acquisition & Marvell Technology CEO Matt Murphy on the Quarter
00:48:36
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.
Dec 03, 2021
Apple Shares Fall on Report of Weaker iPhone 13 Demand, Exclusive Interview with Snowflake CEO Frank Slootman & Square Announces Name Change
00:41:39
Our anchors kick off today’s show with CNBC’s Mike Santoli covering the slump we’re seeing in software stocks and what’s driving the broader tech market. Then, Wedbush Securities Analyst Daniel Ives joins on his decision to raise Apple’s price target to a street high amid reports of weak iPhone 13 demand. Plus, Snowflake CEO Frank Slootman joins in an exclusive interview after the company beat revenue expectations for its latest quarter and issued higher guidance through the end of the year. Next, are movie stocks a good buying opportunity? CNBC’s Julia Boorstin is here to analyze theater names plunging on concerns over the omicron variant. Also, C3 AI CEO Thomas Siebel joins as the stock hits all-time lows this morning despite beating second quarter estimates. Next, we have Okta CEO Todd McKinnon to talk quarterly results, hybrid work and much more. And later, our anchors highlight Square CEO Jack Dorsey announcing plans to change the company’s corporate name to Block.
Dec 02, 2021
Salesforce in the Red Post-Earnings, Box CEO on the Quarter & Exclusive Interview with Amazon Web Services CEO Adam Selipsky
00:42:49
Our anchors start off today’s show with weak guidance sending shares of Salesforce lower this morning. Then, CNBC’s Mike Santoli is here to cover software versus semiconductors versus everything else. Next, NorthmanTrader Founder Sven Henrich joins to talk “the good, the bad and the ugly” in today’s market. We also have Box CEO Aaron Levie here with the stock rallying this morning after an earnings beat. Plus, it’s cloud week! Our Jon Fortt brings us his exclusive conversation with the new Amazon Web Services CEO Adam Selipsky on innovation in chips, the impact of inflation on pricing and much more. Later, CNBC’s Robert Frank has the details on CEOs unloading a record amount of shares this year. And also, in a second Cloud Week interview, we hear from Microsoft Executive Vice President Jason Zander.
Dec 01, 2021
Tracking Today’s Losses, Federal Reserve Chair Jerome Powell’s Comments Hit Equities & Let’s Talk Taper
00:59:40
Our anchors kick of the morning with CNBC’s Mike Santoli as the market begins dropping after a short-lived rally yesterday. Then, Wells Fargo Chairman of Global Internet Investment Banking Bob Peck is here to further discuss the market, M&A activity, valuations and much more. Next, we listen in on Federal Reserve Chair Jerome Powell’s testimony before the U.S. Senate Banking Committee. We also have CNBC’s Steve Liesman cover Fed Chair Powell’s comments that the central bank may accelerate its taper of bond purchases. We bring in Yardeni Research’s Ed Yardeni, Wilmington Trust Investment Advisor’s Meghan Shue and Lafayette College Endowment CIO Krishna Memani to further discuss the sell-off, how it changes their playbooks and how the new COVID-19 omicron variant plays a role.
Nov 30, 2021
Jack Dorsey to Step Down as Twitter CEO, Flexport CEO on the Supply Chain & Nextdoor CEO Talks Company Growth
00:42:50
Our anchors kick off the morning with news that Jack Dorsey will be stepping down as the CEO of Twitter. Then, Platformer Editor Casey Newton and Plexo Capital’s Lo Toney are here to share their thoughts on the change in Twitter’s leadership. Next, CNBC’s Kate Rooney joins to cover how Dorsey’s move will affect the other company he runs, Square. We also have CNBC’s Kristina Partsinevelos with the details on port backlogs. Then, Flexport CEO Ryan Petersen is here for more on the current supply chain and shipping disruptions. Plus, Nextdoor CEO and Former Square CFO Sarah Friar joins to discuss Nextdoor’s growth and Jack Dorsey stepping down as the CEO of Twitter.
Nov 29, 2021
Tracking Today’s Sell-Off, Work-From-Home Winners & Sezzle CEO Talks Buy Now, Pay Later
00:59:43
Our anchors kick off this Friday morning with CNBC’s Meg Tirrell with the details on the new COVID-19 variant. Then, CNBC’s Mike Santoli is here to discuss today’s sell-off. We also have Bleakley Advisory Group CIO Peter Boockvar and New Street Advisors CEO Delano Saporu for more on the sell-off and where they are looking for opportunity. Next, CNBC’s Kate Rooney joins to cover the sell-off hitting cryptocurrencies. Then, Evercore ISI’s Mark Mahaney joins with his top picks, including Meta Platforms and Uber. Later, Piper Sandler Analyst James Fish is here to discuss work-from-home stocks with names like Zoom in the green today. Plus, CNBC’s Frank Holland has the story on whether supply chains will hold up this holiday season. Later, Sezzle CEO Charlie Youakim joins to discuss the buy now, pay later space. And don’t miss the Dean of Brown University’s School of Public Health Dr. Ashish Jha for more on the new South African COVID variant.
Nov 26, 2021
Cathie Wood’s Latest Strategy, Underweight on Robinhood & Betting Against Innovation
00:42:46
Our anchors kick off today’s show with Cathie Wood’s latest strategy that she says is like “Ark on steroids.” Then, Bespoke Investment Group Co-Founder Paul Hickey joins to discuss inflation, cloud, semiconductors and much more. Next, JP Morgan Analyst Ken Worthington is here to talk Robinhood with shares down nearly 20 percent in the last five sessions. Then, CNBC’s Leslie Picker is here to with the details on short interest at all-time lows. Next, we have Tuttle Capital Management CEO Matthew Tuttle to discuss his new ETF that is betting against Cathie Wood’s Ark Innovation Fund. And later, Nutanix CEO Rajiv Ramaswami joins to discuss the company’s latest earnings report.
Nov 24, 2021
Zoom Plummets Post-Earnings, “The Tesla-Financial Complex” & Shipt CEO on the Holiday Season
00:50:55
Our anchors start off today’s show with Zoom’s stock plummeting following its latest earnings report. Then, Citi Software Analyst Tyler Radke joins for more on Zoom, which he calls a high-risk play. Next, CNBC’s Mike Santoli is here to break down what’s driving the recent market activity. We also have Wedgewood Partners CIO David Rolfe share where he sees opportunity in today’s market and why he’s bullish on Taiwan Semiconductor. Then, CNBC’s Kate Rooney covers payment stocks slipping as we head into the holiday season. Plus, Financial Times Correspondent Robin Wigglesworth joins to discuss his latest piece “The ‘Tesla-Financial Complex’: how carmaker gained influence over markets.” Also, CNBC’s Dom Chu covers the negative sentiment around Cathie Wood’s Ark ETF. And later, CEO of delivery service Shipt Kelly Caruso is here to discuss what to expect this holiday shopping season.
Nov 23, 2021
Goldman Sachs Calls Amazon a Top Pick, Roku Gets Downgraded to Sell & What’s Next for Activision Blizzard?
00:42:46
Our anchors kick off today’s show with CNBC’s Mike Santoli on the connection between interest rates, inflation and the valuation of tech stocks. Then, we have Goldman Sachs Managing Director Eric Sheridan who named Amazon a top pick going into the holiday season. Plus, CNBC’s Ylan Mui has the details on President Biden nominating Jerome Powell for a second term as Chairman of the Federal Reserve. Next, Moffett Nathanson Founding Partner Michael Nathanson is here to talk streaming stocks after he downgraded Roku to sell. Also, CNBC’s Scott Cohn is here with the latest updates on the Elizabeth Holmes trial. Then, Corporate Governance Expert and ValueEdge Advisors Vice Chair Nell Minow joins to discuss what’s next for Activision Blizzard after CEO Bobby Kotick told colleagues he would consider leaving the company. And later, we cover why Adele pushed Spotify to remove its shuffle feature from all artist albums.
Nov 22, 2021
Apple at All-Time Highs, Intuit CEO on the Quarter & Betting on Bitcoin ETFs
00:42:34
Our anchors kick off this Friday morning with news that Chamath Palihapitiya sold 15% of his stake in fintech company Sofi in addition to issuing caution to investors. Then, we take a look at today’s earnings movers including Intuit, Palo Alto Networks and Applied Materials. Next, Bernstein Analyst Toni Sacconaghi joins to give his take on Apple with the stock trading at record highs today. We also have Intuit CEO Sasan Goodarzi after the company posted strong results for its latest quarter. Later, VanEck CEO Jan van Eck is here after the company launched a new Bitcoin futures ETF this week after the SEC rejected its pure play Bitcoin ETF. Then, CNBC’s Courtney Reagan joins to talk e-commerce trends from top retailers like Target and Walmart. Also, CNBC’s Frank Holland has the details on how Amazon is preparing for Black Friday. Plus, don’t miss Morgan Stanley’s underappreciated metaverse picks.
Nov 19, 2021
Nvidia Pops on Strong Earnings, Sonos CEO on the Quarter & Activision Blizzard Taking the Heat
00:42:32
CNBC’s Jim Cramer joins our anchors to kick off this morning’s show covering Nvidia and Alibaba post-earnings and UBS naming Square a top pick. Then, CNBC’s Dom Chu has the breakdown of what’s driving the tech sector’s rally. Next, Sonos CEO Patrick Spence joins after the company reported a strong forecast, even though sales missed estimates for the quarter. Later, CNBC’s Josh Lipton is here to cover Activision Blizzard taking the heat after reports showed CEO Bobby Kotick knew of sexual misconduct at the company for years. And later, we return to Nvidia with BMO Capital Markets Analyst Ambrish Srivastava who has an outperform rating on the stock. Plus, we have the details on Amazon teaming up with Starbucks to launch a café in Manhattan.
Nov 18, 2021
Jim Cramer Talks E-Commerce and EVs, Staples Center to be Renamed Crypto.com Arena & Live from CNBC’s Tech Executive Council Summit
00:42:46
Our anchors start off the morning with CNBC’s Jim Cramer to talk tech e-commerce, electric vehicles and chips. Then, Bessemer Venture Partners’ Byron Deeter joins to share some of his top picks and discuss how tech will weather an inflationary environment. Later, we cover a downgrade on Roku by Moffett Nathanson. Also, Crypto.com CEO Kris Marszalek joins on news that LA’s Staples Center will be renamed Crypto.com Arena this December. Plus, our Jon Fortt is live at CNBC’s Tech Executive Council Summit in New York with MongoDB Chief Technology Officer Mark Porter to discuss the impact of supply chain bottlenecks and the great resignation on the company. And later, Meta Platforms shows off a new haptic glove to enhance experiences in the metaverse.
Nov 17, 2021
Bitcoin’s Tumble, Tesla Bull Turns Bearish & Qualcomm CEO on Investor Day
00:42:52
Our anchors start off the morning with today’s sell-off in crypto and comments from Twitter CFO Ned Segal that it doesn’t make sense for the company to put crypto on its balance sheet. Then, Wedbush Securities’ Joel Kulina is here to discuss fintech stocks, metaverse plays and much more. Plus, we’re diving into quantum computing today— CNBC’s Eamon Javers covers its importance to America’s security, while CNBC’s Kate Rooney breaks down investor appetite in the space. Later, CNBC’s Robert Frank is here to explain why Elon Musk is selling shares of Tesla. Then, Elazar Advisors Analyst Chaim Siegel joins after he downgraded Tesla to neutral. Also, CNBC’s Julia Boorstin gives us an update on the trial between IAC and Tinder’s Co-Founders. And don’t miss a first on CNBC interview with Qualcomm CEO Cristiano Amon live from the company’s investor day today in New York.
Nov 16, 2021
CNBC’s Jim Cramer Makes His TechCheck Debut, Bill.com CEO Talks Growth Trajectory & Into the Icelandverse
00:42:34
Our anchors kick off this morning with CNBC’s Jim Cramer on his top stock picks in the electric vehicle and semiconductor sectors. Then, Bill.com Founder and CEO René Lacerte joins to discuss opportunity in the small and medium sized business space. Next, Fundstrat’s Tom Lee is here to give his take on markets and Bitcoin, which he says will top $100k before the end of the year. Plus, CNBC’s Mackenzie Sigalos has the story on Bitcoin’s network getting its biggest upgrade in four years. Also, CNBC’s Hugh Son brings us the details on Apple’s digital ID rollout and how taxpayers are footing part of the bill. Later, Loop Capital Analyst Anthony Chukumba joins after he downgraded Shopify this morning. And later, into the Icelandverse! Head of Visit Iceland Sigríður Dögg Guðmundsdóttir is here after the tourism board created a commercial for the country mocking Mark Zuckerberg’s metaverse.
Nov 15, 2021
Bullish Options Run Wild, Nvidia Gets a Downgrade & Mark Zuckerberg’s Hail Mary Play
00:44:17
Our anchors start off the morning with a discussion on what Big Tech break-ups would look like after this week’s break-up announcements from General Electric, Toshiba and Johnson & Johnson. Then, The Wall Street Journal’s Gunjan Banerji joins to discuss retail investors, options trading and much more. Also, CNBC’s Julia Boorstin is here to talk Disney as the company celebrates the 2-year anniversary of its streaming service. Next, Wedbush Securities SVP Matt Bryson is here on his latest note downgrading Nvidia to neutral today. Also, CNBC’s Courtney Reagan joins to cover the performance of direct-to-consumer companies like Warby Parker and Allbirds. We also have The New Yorker Contributor Charles Duhigg to talk Mark Zuckerberg’s metaverse, which he calls a hail Mary play. Plus, we cover the SEC turning down Vaneck’s plans for a spot Bitcoin ETF. And later, we check in on Rivian’s performance since its public debut this week.
Nov 12, 2021
Bumble CEO Talks Optimistic Outlook, Affirm CEO on the Quarter & Weave CEO on Public Debut
00:44:21
Our anchors kick off the morning with CNBC’s Julia Boorstin on Disney’s earnings results sending the stock lower this morning. Then, CNBC’s Phil LeBeau joins to cover Rivian after the company made its public debut yesterday. Next, CNBC’s Kate Rooney is here with the details on fintech earnings movers Affirm and Sofi. Also, Bumble CEO Whitney Wolfe Herd joins to discuss the latest quarter and her optimistic outlook for the company. Then, AppLovin CEO Adam Foroughi is here on the company’s record third quarter results boosting shares today. Plus, CNBC’s Robert Frank has the story on Elon Musk selling shares of Tesla. Next, Affirm CEO Max Levchin joins as the shares of Affirm rally post-earnings. And later, we have Weave CEO Roy Banks as his small business communications company makes its public debut today.
Nov 11, 2021
Rivian’s Highly Anticipated Public Debut, Unity Software CEO on Earnings & FuboTV CEO on Third Quarter Results
00:44:23
Our anchors break down DoorDash and Coinbase’s earnings results to start off the morning. Then, CNBC’s Phil LeBeau joins to cover Rivian ahead of its highly anticipated public debut. Next, “Newcomer” Substack Writer Eric Newcomer is here to share why he’s bearish on the EV maker. Also, we have Unity Software CEO John Riccitiello to talk the company’s latest earnings report, the metaverse and its plan to acquire a large portion of visual-effects company Weta Digital. Plus, we hear from U.S. Secretary of Education Dr. Miguel Cardona on the role of technology in education. Later, FuboTV Co-Founder and CEO David Gandler joins to discuss the company’s third quarter results and competition in the space. And in a third earnings interview, we have Doximity Co-Founder and CEO Jeff Tangney on the quarter with shares dropping 9 percent today.
Nov 10, 2021
Roblox Surges Post-Earnings, Checking in on Chips & Why to Be Bullish on Three Hard-to-Love Stocks
00:44:22
Our anchors start off today with the massive move to the upside in Roblox’s stock post-earnings. Then, CNBC’s Kate Rooney joins to cover the story on Robinhood’s data security breach. We also have the details on PayPal plummeting today after issuing disappointing revenue guidance. Next, we break down comments from Apple CEO Tim Cook on Apple Pay and crypto. Then, Wells Fargo Semiconductor Analyst Aaron Rakers joins to talk chips after we heard Meta Platforms is partnering with AMD and now Nvidia is teaming up with Luminar. Later, we bring in Unikrn Co-Founder Rahul Sood for more on Roblox and the metaverse. Then, Evercore ISI’s Mark Mahaney joins on the day of his new book release to talk hard-to-love stocks Zillow, Uber and Meta. And later, CNBC’s Phil LeBeau is here to cover Rivian, which prices later tonight ahead of its public debut tomorrow.
Nov 09, 2021
Elon Musk’s Tesla Twitter Poll, Confluent CEO on the Quarter & Substack CEO Talks Social Media
00:46:52
Our anchors kick off the morning with some of this year’s tech winners and losers. Then, CNBC’s Robert Frank joins to cover Elon Musk, Tesla, taxes and a Twitter poll. Next, we bring in Canaccord Analyst Jed Dorsheimer for more on Tesla with the stock moving lower this morning. Then, Confluent Co-Founder and CEO Jay Kreps joins as the company’s shares get a boost off of strong earnings. Later, CNBC’s Mike Santoli is here on how long this rally in tech stocks can continue. Plus, Bernstein Research’s Stacy Rasgon joins on breaking news that AMD is partnering with Meta Platforms on data center chips. And later, Substack CEO Chris Best is here on his latest op-ed where he says Facebook is “captive to that original sin of the internet, the ad-based business model.”
Nov 08, 2021
Peloton Plummets Post-Earnings, Dropbox CEO Drew Houston on the Quarter & Microchip Technology CEO on Record Results
00:40:12
Our anchors kick off this Friday morning with all the earnings movers: Peloton, Airbnb, Square, Pinterest and Uber. We also hear from Airbnb CEO Brian Chesky on the company’s focus. Then, Dropbox Co-Founder and CEO Drew Houston joins to discuss the company’s latest quarter with shares dropping today despite reporting a beat. Later, we return to Peloton with Truist Securities’ Youssef Squali as the stock plummets by more than 30 percent today. Next, Microchip Technology CEO Ganesh Moorthy is here to talk his company’s record results and the challenges facing the broader semiconductor industry. And, in an earnings triple threat, we have IAC CEO Joey Levin to discuss the company’s quarter and competition with Big Tech companies like Facebook.
Nov 05, 2021
Satori Fund’s Dan Niles Says Apple is the Most Overpriced Tech Stock, Ford CFO on Electric Vehicle Ambitions & Bird CEO on Public Debut
00:43:58
Our anchors start off today with Qualcomm’s strong quarter and Roku’s disappointing results. Then, Satori Fund Founder Dan Niles joins to share why he thinks Apple is the most overpriced tech stock that exists and much more. We also have CNBC’s Phil LeBeau join with Ford CFO John Lawler to discuss the company’s $30 billion spending plan for electric vehicles. Then, CNBC’s Mike Santoli is here to talk the divergence in the tech sector. Plus, CNBC’s Yasmin Khorram joins with new details from never-before-seen deposition tapes of Elizabeth Holmes. And later, Bird CEO Travis VanderZanden joins live from the NYSE as the company makes its public debut via SPAC.
Nov 04, 2021
Are Stocks Too Hot?, Post-Lyft and Pre-Uber Earnings & Into the Metaverse
00:42:44
Our anchors start off the show with CNBC’s Mike Santoli taking a look at whether stocks are too hot right now. Then, NYU Stern School of Business Professor Aswath Damodaran joins to talk markets, Tesla, meme stocks and more. We also cover today’s downgrades on Zillow after the company said it will be scrapping its home flipping business. Next, Former Uber for Business SVP Emil Michael is here to talk Lyft post-earnings and Uber ahead of its report. Then, into the metaverse! Former Amazon Studios Head of Strategy and Founder of the Ball Metaverse ETF Matthew Ball is here to discuss the space. And later, Goldman Sachs Managing Director Eric Sheridan joins to talk Peloton ahead of its earnings report with the stock down 40 just this year.
Nov 03, 2021
Today’s Tesla Pullback, Circle CEO on Stablecoin Regulation & On Semiconductor on the Quarter
00:43:08
Our anchors start off the morning with CNBC’s Phil LeBeau on Tesla with the stock in the red today after Musk tweeted the company’s deal with Hertz has yet to be signed. LeBeau also has the details on EV start-up Rivian, which is slated to go public next week with an expected valuation north of $53 billion. Then, Nuveen Global Equities CIO Saira Malik is here to share her outlook for the tech sector, including why she’s bullish on Amazon and cautious on Apple. Plus, we cover Meta VP of Global Affairs Nick Clegg speaking out to defend the company formerly known as Facebook. Next, Circle CEO Jeremy Allaire joins after the company released a statement in support of the Biden Administration’s call for stablecoin regulation. Then, Margins Editor Ranjan Roy is here with his take on Tesla’s stock moves and Rivian’s upcoming IPO. And later, On Semiconductor CEO Hassane El-Khoury joins after the company reported a strong quarter.
Nov 02, 2021
Morgan Stanley Names Spotify a Top Pick, From Facebook to Meta & CEO of Coinbase Competitor Kraken
00:43:20
Our anchors start off the morning with CNBC’s Dom Chu on some key themes to watch one month into Q4. Then, Morgan Stanley Analyst Benjamin Swinburne joins on his latest note where he names Spotify a top pick. Next, Former VMware COO Sanjay Poonen is here to talk the biggest winners in cloud and cybersecurity. We also have Wall Street Journal Personal Tech Columnist Joanna Stern to share her thoughts on Facebook’s name change to Meta. Then, CNBC’s Ylan Mui joins with more details on G20 leaders endorsing a global minimum corporate tax of 15 percent over the weekend. Plus, CNBC’s Kate Rooney brings us the Co-Founder and CEO of Kraken, one of the world’s top crypto exchanges.
Nov 01, 2021
Amazon and Apple Post Disappointing Earnings, Facebook’s Meta-Morphosis & October’s Tech Movers
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Our anchors start off the show with Apple and Amazon in the red after posting disappointing earnings largely due to supply chain issues. Then, CNBC’s Josh Lipton joins with more details on Apple’s results after speaking with CEO Tim Cook yesterday. Next, Citi Analyst Jim Suva is here to share his take on Apple, which he has a buy rating on. Also, Evercore ISI Head of Internet Research Mark Mahaney joins to talk why he’s still bullish on Amazon. Plus, we bring you the details on Facebook’s corporate name change to Meta. Later, CNBC’s Dom Chu joins to cover October’s biggest tech movers as we close out the month of trading. Also, school is in session! We have Wharton School of Business Marketing Professor Americus Reed here to grade Facebook’s new name. And later, CNBC’s Mike Santoli joins with a different way to look at Amazon’s valuation.
Oct 29, 2021
Exclusive with Intel CEO Pat Gelsinger, GlobalFoundries CEO on Market Debut & Awaiting Apple Earnings
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Our anchors start off the morning with CNBC’s Mike Santoli on mega-cap tech versus growth stocks. We also cover high-growth tech taking a step back with names like Twilio and eBay dropping after earnings. Plus, GlobalFoundries CEO Thomas Caulfield joins as the company makes its debut on the Nasdaq today. Also, CNBC’s Kate Rooney is here to cover Senator Toomey’s bill to protect revenue from payment for order flow. Then, we hear exclusively from Intel CEO Pat Gelsinger on his forward-looking plan for the company as well as his journey to becoming CEO. Later, Bank of America Analyst Wamsi Mohan is here to talk Apple ahead of the company’s earnings report slated for after the bell today.
Oct 28, 2021
Breaking Down Microsoft and Alphabet Earnings, Robinhood’s Lackluster Quarter & Informatica CEO on IPO Day
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Our anchors start off today’s show with Microsoft and Alphabet’s strong quarters reported after the bell yesterday. Then, Morgan Stanley Analyst Keith Weiss, who has an overweight rating on Microsoft, joins to further discuss the company post-earnings. Next, Piper Sandler’s Rich Repetto is here to talk Robinhood’s latest quarter, which sent shares below their IPO price. Also, CNBC’s Julia Boorstin joins to break down the impact of Apple’s privacy changes on Twitter and Spotify. Then, Baird Senior Research Analyst Colin Sebastian is here for more on Alphabet post-earnings. Later, Informatica CEO Amit Walia joins from the New York Stock Exchange as the company returns to the public markets after going private in 2015.
Oct 27, 2021
Facebook Post-Earnings, Tesla Hits $1 Trillion & Exclusive Interview with Adobe CEO Shantanu Narayen
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Our anchors start off the morning with CNBC’s Julia Boorstin to talk Facebook after the company reported its earnings results last night. Then, CNBC’s Mike Santoli is here to cover Tesla’s run as the company tops a $1 trillion market cap. Next, CNBC’s Kate Rooney joins to discuss Robinhood ahead of its earnings report set for after the bell today. Plus, Adobe CEO Shantanu Narayen joins in his first in-person interview in nearly two years as the company kicks off its creativity conference “Adobe MAX” today. Later, we return to Facebook and Apple’s privacy change impact with Slow Ventures General Partner Sam Lessin who was also a Former Facebook VP of Product Management. Then, Independent Solutions Portfolio Manager Paul Meeks is here to discuss Google and Microsoft ahead of their earnings later today.
Oct 26, 2021
Big Tech on Deck, Facebook Facing Headwinds & Unpacking Amazon
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Our anchors start off this busy week of tech earnings with the details on Snap feeling the impact of Apple’s privacy changes in its latest earnings report. Then, Plexo Capital Managing Partner Lo Toney joins for more on what to expect out of earnings this week. Plus, a number of new reports are out on Facebook this morning ahead of the company’s earnings slated for after the bell. Platformer Editor Casey Newton, who has access to the documents providing the basis of the new reports, joins the conversation for more on Facebook’s headwinds. Also, CNBC’s Phil LeBeau is here with the story on Hertz ordering 100,000 Tesla Model 3 vehicles. Next, Fast Company Editor-in-Chief Stephanie Mehta joins on the magazine’s November issue unpacking Amazon and its broadening reach ahead of the company’s earnings report this week. And later, Mizuho Securities Managing Director Vijay Rakesh is here to share why he is downgrading semiconductors.
Oct 25, 2021
Social Media Stocks Stumble, Intel CEO on the Quarter & Robinhood’s Gamification of Stocks
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Our anchors start off this Friday morning with Snap stumbling post-earnings in large part due the impact of Apple’s new privacy changes on the company. We also cover Intel’s stock slide after its latest earnings report. Then, Wedgewood Partners CIO David Rolfe joins to discuss the social media space as well as share his take on PayPal’s potential acquisition of Pinterest. Next, Intel CEO Pat Gelsinger joins us in a first on CNBC interview to discuss the company’s quarterly performance. Later, Evercore ISI Head of Internet Research Mark Mahaney is here for more on Snap and social media’s stumble today. Then, CNBC’s Ylan Mui joins with the story on the Consumer Financial Protection Bureau taking on Big Tech. And also, The New Yorker Contributor Charles Duhigg joins to discuss Robinhood and gamification ahead of the company’s earnings next week.
Oct 22, 2021
PayPal’s Pinterest Interest, WeWork Makes its Market Debut & Big Tech’s Geopolitical Pull
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Our anchors kick off today’s show with the details on PayPal exploring an acquisition of Pinterest. Then, CNBC’s Phil LeBeau covers Tesla’s earnings beat reported last night. Plus, we cover WeWork finally going public today two years after its failed IPO. Then, Eurasia Group President Ian Bremmer joins to discuss the power of Big Tech today. Next, Bow Capital Founder and WeWork Board Member Vivek Ranadive joins to speak about WeWork’s market debut today. And later, Greycroft Venture Partner and Former Pinterest Executive Kamran Ansari is here to talk about PayPal’s potential acquisition of Pinterest.
Oct 21, 2021
Breaking Down Netflix Earnings, iPod Inventor Talks Hardware & PayPal Explores Pinterest Acquisition
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Our anchors start off the show with CNBC’s Julia Boorstin covering Netflix’s earnings released yesterday. Then, Moffett Nathanson Founding Partner Michael Nathanson joins for his take on the company post-earnings. We also cover a report that a Facebook name change may be on its way. Next, iPod Inventor and iPhone Co-Inventor Tony Fadell joins to discuss Big Tech’s hardware play. Plus, we cover a report that PayPal is exploring an acquisition of social media company Pinterest. Later, Baird Analyst Ben Kallo is here to talk Tesla ahead of the company’s earnings slated for after the bell. Also, we cover Adobe’s online shopping forecast for the 2021 holiday season and hear from the company’s Digital Experience Executive Vice President on the numbers. And later, MKM Partners’ Rohit Kulkarni joins for more on PayPal’s potential acquisition of Pinterest.
Oct 20, 2021
First Bitcoin Futures ETF Makes its Debut, What to Expect from Netflix Earnings & Breaking Down Apple’s “Unleashed” Event
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Our anchors start off today’s show with the announcements out of Apple’s “Unleashed” event yesterday, including new chips. Then, CNBC’s Kate Rooney joins to discuss the first-ever Bitcoin futures ETF making its debut today. Next, CNBC’s Bob Pisani is here to talk crypto, trading and gamification after his conversation with SEC Chair Gary Gensler this morning. Also, CNBC’s Julia Boorstin brings us the details from her conversation with Netflix Co-CEO Reed Hastings at the Milken Institute Global Conference. Then, Bank of America’s Nat Schindler joins to talk more Netflix ahead of earnings slated for later today. Plus, we have Cowen Analyst Krish Sankar and The Verge Editor-in-Chief Nilay Patel to share their thoughts on Apple after the company’s new product announcements. Also, CNBC’s Jon Fortt brings us his conversation with Jason Sudeikis on the digital era of content. And later, CNBC’s Deirdre Bosa shares news that Instacart will be acquiring Caper AI in its largest acquisition ever.
Oct 19, 2021
Tracking Facebook’s Fallout, What to Expect from Apple’s “Unleashed” Event & Bakkt CEO on Going Public via SPAC
00:42:45
Our anchors start off the morning with the latest street calls on streaming companies Netflix and Disney. Then, Pacaso Co-Founder Spencer Rascoff joins to give his take on the latest headlines out of Facebook as we continue to track the company’s fallout. We also have The Wall Street Journal’s Joanna Stern on what to expect from Apple’s “Unleashed” event slated for later today. Plus, CNBC’s Mike Santoli is here to talk today’s tech movers. Also, Bakkt CEO Gavin Michael joins us live from the New York Stock Exchange as the digital asset platform makes its public debut via SPAC. Next, CNBC’s Julia Boorstin gives us more on Facebook as a second whistleblower testifies to UK Parliament today. And later, we cover a letter sent to Amazon CEO Andy Jassy by five members of Congress questioning whether Amazon executives misled them during a prior investigation.
Oct 18, 2021
Investor Concerns for Q4, Bitcoin Hits 60K & Roblox CEO on the Metaverse
00:44:05
Our anchors start off this Friday morning with skepticism from the street on tech earnings for the fourth quarter. Then, RBC Capital Internet Analyst Brad Erickson joins on his latest note to talk the risks ahead for names like Facebook. Plus, we cover Bitcoin hitting 60K for the first time since mid-April as the SEC prepares to approve several Bitcoin ETFs. Next, Roblox Founder and CEO David Baszucki joins following the company’s new feature launches from its annual developers conference yesterday. Later, we speak with Margins Editor Ranjan Roy on winners and losers in the supply chain crunch. We also cover the controversy surrounding Dave Chappelle’s new Netflix special this week. And to wrap up Hispanic Heritage Month we take a look at representation in the media space.
Oct 15, 2021
Today’s Nasdaq Rally, Lebron James’ Production Company Hits $725 Million Valuation & GitLab CEO on Market Debut
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Our anchors start off the show with Fundstrat’s Tom Lee to give his take on market as the Nasdaq rallies by more than 1 percent. Next, SpringHill Company CEO and Lebron James’ business partner Maverick Carter joins as the company sells a minority stake and hits a $725 million valuation. We also cover Shopify’s new partnerships with Microsoft and Oracle to help businesses streamline their operations. Later, The Markup Editor-in-Chief Julia Angwin joins on her latest article detailing how Amazon preferences its own products in its search results. Also, CNBC’s Kate Rooney brings us the details on this year’s record amount of venture capital funding. And later, GitLab Co-Founder and CEO Sid Sijbrandij joins live from the Nasdaq as the company makes its market debut today.
Oct 14, 2021
Apple’s Supply Chain Squeeze, The Fintech Effect & SeatGeek to Go Public via Billy Beane’s SPAC
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