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
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
00:46:49
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
00:59:43
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
00:43:47
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
00:44:21
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
00:44:17
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
00:43:17
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
00:41:56
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
00:45:32
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
00:43:05
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
00:44:00
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
00:29:06
Our anchors kick off today’s show with CNBC’s Morgan Brennan tracking Blue Origin’s successful space flight this morning. Then, we cover a report that Apple could cut its iPhone 13 production targets by 10 million units due to the global chip supply shortage. Next, Wolfe Research’s Darrin Peller joins to discuss the fintech space after JPMorgan Chase reported an earnings beat this morning. Plus, we cover Amazon CEO Andy Jassy’s 100 days since taking the helm. Later, “Daring Fireball” Blogger John Gruber is here to further discuss Apple’s supply chain issues and the company’s “Unleashed” event slated for next week. Then, CNBC’s Ylan Mui joins to cover Andreessen Horowitz’s call for crypto regulation. And also, SeatGeek Co-Founder and CEO Jack Groetzinger joins as the company announces it will go public via Billy Beane’s SPAC.
Oct 13, 2021
Is Facebook Investable?, Piper Sandler’s Top Picks in Cloud & A Crypto Nightmare
00:44:26
Our anchors start off the show with Bernstein Analyst Mark Shmulik on his note calling Facebook “internet’s third rail” and posing the question “is Facebook investable?” Then, we bring in Angel Investor Jason Calacanis to debate whether now is the right time to buy Facebook stock. We also cover JPMorgan Chase CEO Jamie Dimon’s latest comments on Bitcoin and this morning’s upgrades of Square and Airbnb. Later, Piper Sandler’s Brent Bracelin is here with his latest and greatest cloud tracker analysis of the 80 largest cloud software pure-plays. Then, CNBC’s Eamon Javers has the story on Coinbase customers frustrated with the company’s customer support service. And later, CNBC’s Julia Boorstin covers the results from a Catalyst-CNBC survey on the great work-life divide.
Oct 12, 2021
Facebook’s Fallout w/ David Sacks on Defense, Apple’s Appeal in Epic Games Case, and Checking up on the Metaverse
00:44:26
Our anchors are back this Monday with friend of the show Lo Toney of Plexo Capital co-hosting while Carl is out. The gang digs into the Facebook fallout after last week’s complications for the social network and Apple’s appeal of the recent epic games ruling. We then turn to CNBC’s Dom Chu for a look at today’s opportunities amid the month’s volatility in the tech sector. We’re then joined by Craft Ventures Co-Founder & early Facebook investor David Sacks who is defending the social network post-whistleblower hearing. Then, Byron Deeter of Bessemer Ventures is back to talk the momentum in software stocks so far this year. Later, CNBC.com’s MacKenzie Sigalos reports on states trying to attract Bitcoin miners. And finally, Jefferies analyst Andrew Uerkwitz says going outside is overrated…turn your focus to the metaverse.
Oct 11, 2021
Highlights from Tesla’s Shareholder Meeting, What to Expect From Q3 Tech Earnings & Wrapping Up Facebook’s Rough Week
00:43:50
Our anchors kick off this Friday morning with CNBC’s Dom Chu to check in on tech’s volatile week. Then, CNBC’s Phil LeBeau is here to cover the highlights from Tesla’s annual shareholder meeting yesterday. Next, Datatrek Co-Founder Nick Colas joins to discuss what to expect from Q3 earnings for Big Tech. We also have ServiceNow CEO Bill McDermott and Celonis Co-Founder and Co-CEO Alexander Rinke on their new partnership to redefine how work flows. Later, The New Yorker Contributor Charles Duhigg is here to give his take on Tesla, saying most shareholders don’t hold on because of fundamentals, but because they believe. Plus, CNBC’s Kate Rooney is here to cover the surge of venture capital investing in Latin America. And later, New York Times Business Columnist Kevin Roose joins to talk Facebook after the company’s rough week.
Oct 08, 2021
Bullish on Square, How to Fix Facebook & Abbott Laboratories CEO Talks Health Tech
00:42:29
Our anchors start off the show with CNBC’s Mike Santoli as the market rallies this morning. Then, Jefferies Analyst Trevor Williams is here to talk why he is bullish on Square. Next, we have NZS Capital Co-Founder Brad Slingerlend to discuss some of his picks in cloud, social media and cybersecurity. Later, New York Times Tech Reporter Shira Ovide joins to share ideas from her latest column “How to Fix Facebook” as the company faces backlash from lawmakers and whistleblower Frances Haugen. Plus, Abbott Laboratories CEO Robert Ford joins to discuss the company and the health tech space at large. Then, CNBC’s Yasmin Khorram is here with an update on the Elizabeth Holmes trial. And later, CNBC’s Phil LeBeau previews Tesla’s annual shareholder meeting slated for later today.
Oct 07, 2021
Mark Zuckerberg Responds to Whistleblower’s Claims, Box CEO’s First Media Appearance Since Winning Proxy Battle & Upstart CEO on New Auto Retail Product
00:43:05
Our anchors kick off this morning with CNBC’s Dom Chu checking in on tech stocks as the Nasdaq makes a comeback from a steep drop earlier. Then, we cover Mark Zuckerberg’s response to whistleblower Frances Haugen’s claims. Also, Needham Portfolio Manager Chris Retzler is here to give his take on the semiconductor space. Plus, Box Co-Founder and CEO Aaron Levie joins in his first media appearance since Box won its proxy battle with activist investor Starboard. Levie also speaks to Box’s announcements today including its new malware deep scan ability for Box Shield. Later, The Wall Street Journal Tech Reporter responsible for “The Facebook Files” Jeff Horwitz and WIRED Editor-At-Large Steven Levy who knew Frances Haugen join for more on Facebook’s fallout. Plus, Upstart CEO David Girouard joins to discuss the company’s new auto retail product, which uses artificial intelligence to help prospective buyers get financing.
Oct 06, 2021
Facebook Whistleblower Frances Haugen Testifies Before Senate Commerce Subcommittee on Consumer Protection
01:00:13
Our anchors have been tracking Facebook’s fallout since The Wall Street Journal published a series of articles “The Facebook Files,” detailing that Facebook knows it causes harm through its platforms. The reports were based on documents provided by whistleblower and Former Facebook Product Manager Frances Haugen who revealed her identity Sunday night on “60 Minutes.” Today, Haugen testifies before the Senate Commerce subcommittee on consumer protection following last week’s testimony by Facebook Global Head of Safety Antigone Davis. Tune in to hear our anchors’ coverage of the hearing and reactions from The Verge Editor-in-Chief Nilay Patel, Arjuna Capital Managing Partner Natasha Lamb and The New York Times Tech Correspondent Mike Isaac.
Oct 05, 2021
Today’s Tech Stock Carnage, Facebook Whistleblower Identity Revealed & Facebook’s Global Head of Safety Antigone Davis Speaks Out
00:53:58
Our anchors kick off the morning with CNBC’s Mike Santoli on today’s market sell-off as we come off of a weak September. Then, Wedbush Securities’ Joel Kulina joins to give his take on the market, including his thoughts on supply chain issues, social media stocks and more. Next, we cover the Facebook whistleblower Frances Haugen who revealed her identity last night and New York Times Columnist Kara Swisher joins to share her thoughts on Facebook’s fallout. Also, we have Former Cisco Systems CEO John Chambers with his take on the market, including his thoughts on the situation in China, which he says “remains lose-lose.” Plus, we hear from Facebook Global Head of Safety Antigone Davis ahead of whistleblower Frances Haugen’s testimony tomorrow in front of the Senate Commerce Subcommittee. We also have Northman Trader Founder Sven Henrich for more on today’s sell-off. And later, CNBC’s Phil LeBeau is here with the details on Tesla’s deliveries for the third quarter released over the weekend.
Oct 04, 2021
Kicking Off Q4, Amazon SVP of Hardware on Company’s New Robot “Astro” & Tracking Facebook’s Hearing
00:42:50
Our anchors start off this Friday morning with CNBC’s Dom Chu on tech stocks at a bargain to start the fourth quarter. Then, we cover Zoom and Five9 calling off their $14.9 billion deal and discuss the highlights from yesterday’s Facebook hearing. Also, CNBC’s Jon Fortt had an exclusive demo with Amazon’s new robot “Astro.” Next, Wedgewood Partners CIO David Rolfe is here to talk markets and investment opportunities as we wrap up Q3. Also, we hear from Amazon Senior Vice President of Hardware Dave Limp on why the company decided to build a home robot and much more. Then, CNBC’s Phil LeBeau joins to preview what to expect from Tesla deliveries for the third quarter. Later, Platformer Editor Casey Newton is here to give his take on Facebook’s hearing as we await a whistleblower’s testimony next Tuesday.
Oct 01, 2021
Facebook Back on Defense, The Pied Piper of SPACs & Microsoft Corporate VP on Slate of New Devices
00:44:19
Our anchors kick off this morning on Facebook as the company defends how its platforms impact teens on Capitol Hill today. With shares of Facebook down more than 10 percent this month we speak to Goldman Sachs Managing Director Eric Sheridan who has a buy rating on the stock. Then, The New Yorker Contributor Charles Duhigg, who wrote a popular profile on Social Capital CEO Chamath Palihapitiya, joins to speak about the investor’s persona and influence. Later, CNBC’s Jon Fortt sits down with Microsoft Corporate VP of Search and Devices Yusuf Mehdi live in Washington to discuss the company’s new device lineup. And later, we hear from Head of Facebook Financial David Marcus on the company’s ambitions in the payments and crypto space.
Sep 30, 2021
Tech Bouncing Back, Upfront Ventures Partner Mark Suster on Investment Outlook & TCV Founding General Partner Jay Hoag Talks Netflix
00:44:26
Our anchors kick off the show from the Code Conference in Los Angeles with reactions to Elon Musk’s comments on crypto yesterday. Then, Plexo Capital Managing Partner Lo Toney joins to cover more the themes from the conference. We also get Toney’s reaction to comments from European Commission Executive VP Margrethe Vestager on regulating Big Tech from her interview with CNBC’s Carl Quintanilla. Next, Upfront Ventures Partner Mark Suster joins our anchors at Code to discuss his investment outlook and which categories he sees opportunity in. Later, TCV Founding General Partner Jay Hoag joins to give his take on the market as well as Netflix and the broader streaming space. Plus, CNBC’s Julia Boorstin brings us her interview with WarnerMedia CEO Jason Kilar where he says he sees Amazon, not Netflix, as their biggest competitor. And later, DocuSign CEO Dan Springer is here to talk future growth of the company, whose stock has tripled in 2020.
Sep 29, 2021
Tracking Today’s Sell-Off, Breyer Capital Founder Jim Breyer on the Market & Kara Swisher Live From the Code Conference
00:49:36
Our anchors kick off the show with today’s market sell-off live from the Code Conference in Los Angeles. Then, Breyer Capital Founder and CEO Jim Breyer joins to give his take on the sell-off, semiconductors, Facebook and much more. Next, we bring in New York Times Contributor and “Sway” podcast host Kara Swisher to break down some of Code’s most notable moments, including comments from Microsoft CEO Satya Nadella and Netflix Co-CEO Ted Sarandos. We also have CNBC’s Josh Lipton for a closer look at what’s moving on the Nasdaq today. Then, we hear from Qualcomm CEO Cristiano Amon, NBA Hall of Famer Earvin “Magic” Johnson and Loop Capital CEO Jim Reynolds as Qualcomm kicks off its third annual Smart Cities Accelerate Event. Plus, CNBC’s Dom Chu joins for more on today’s dive to the downside.
Sep 28, 2021
Instagram Pauses Kids Product, Bank of America’s Take on Netflix & Bolt CEO on Company’s 4-Day Workweek
00:44:20
Our anchors kick off the morning with Kindred Ventures Co-Founder Kanyi Maqubela on today’s trendiest stories including Instagram putting its kids product on hold and Google Cloud slashing its marketplace fees from 20 percent to just 3 percent. Maqubela also shares his take on Amazon and Square. Then, CNBC’s Leslie Picker is here to cover hedge funds ramping up their stake in private markets. Next, Bank of America Analyst Nat Schindler joins to talk all things Netflix after the company’s first-ever fan event this past weekend. We also cover the return home of Huawei CFO Meng Wanzhou after years of house arrest in Canada. And later, Bolt Founder and CEO Ryan Breslow joins as the company begins experimenting with a 4-day workweek.
Sep 27, 2021
China Cracks Down on Crypto, Deep Dive on Demand for Apple’s iPhone 13 & Previewing Netflix’s ‘Tudum’ Event
00:42:39
Our anchors kick off this Friday morning on news that the People’s Bank of China declared all crypto related activities illegal. Then, we cover Lina Khan’s recent memo to FTC staffers and commissioners outlining her vision to crack down on Big Tech. Next, CNBC’s Kate Rooney is here with the details on Robinhood’s internal communications showing panic during the GameStop crisis back in January. Also, “Big Technology” Founder Alex Kantrowitz joins on his article where he says Apple’s attempts to kneecap Facebook advertising with its anti-tracking initiative are working. Then, we speak with Cowen’s Krish Sankar on demand for Apple’s new iPhone 13 models, which hit the shelves today. Plus, to celebrate Hispanic Heritage Month, Drift CEO David Cancel joins to speak about his experiences in tech. And later, Evercore ISI Head of Internet Research Mark Mahaney is here to talk Netflix ahead of the company’s first-ever fan event ‘Tudum’ this weekend.
Sep 24, 2021
Bank of America’s 14 Moonshot Ideas, NYT Reporter on Delivery Apps Serving “Food and Misery” & Remitly CEO on Public Debut
00:42:47
Our anchors kick off the show with four trendy names this morning: Apple, Facebook, Microsoft and Roku. Then, Bank of America’s Head of Global Thematic Investing Research Haim Israel joins on 14 moonshot ideas to watch to catch the next Apple or Amazon on its way up. We also have New York Times Tech Reporter Shira Ovide on her latest article where she says apps like Uber, DoorDash and Grubhub “deliver food and misery.” Plus, CNBC’s Yasmin Khorram joins with the details on Elizabeth Holmes’ text messages obtained by CNBC where Holmes calls herself the “best business person of the year.” We also check in on yesterday’s IPOs Toast and Freshworks to see how they closed their first day of trading. And later, Remitly CEO Matt Oppenheimer joins live from the Nasdaq on the fintech company’s public debut.
Sep 23, 2021
Facebook Under Fire, Former CBS CEO on SPAC Launch & Freshworks CEO on Public Debut Today
00:42:25
Our anchors start off with a full feed of Facebook news with the stock down nearly 4 percent this morning. Then, The Margins Founder Ranjan Roy joins to give his take on Chinese tech stocks, including why he’s bullish on JD.com. We also cover the move in Adobe’s stock after its latest earnings report released last night. Next, Former CBS CEO Joe Ianniello joins as he launches his own media and tech focused SPAC today called Argus Capital Corp. Then, CNBC’s Kate Rooney joins to speak with Robinhood’s Chief Product Officer as the company announces new crypto features. We also bring you the details on new product announcements from Microsoft’s ongoing Surface event today. Later, we have Squarespace CEO Anthony Casalena as the company takes on Shopify with a slew of new e-commerce tools. Plus, Freshworks CEO Girish Mathrubootham joins live from the Nasdaq on the company’s public debut today.
Sep 22, 2021
Checking in on Semis, Wedbush Securities’ Market Take & CrowdStrike CEO on 10th Anniversary
00:42:25
Our anchors kick off this morning with CNBC’s Mike Santoli for a check on the semiconductor ETF and the software sector. Then, CNBC’s Kate Rooney is here to cover how Ark Invest’s Cathie Wood is playing the sell-off. Next, Wedbush Securities’ Joel Kulina is here to give his take on the market and share where he sees opportunity. We also cover the pop in Uber today after the company boosted its third-quarter financial outlook. Then, Bernstein Analyst Stacy Rasgon joins for a check on semiconductor stocks- which he says are increasingly becoming an enigma. We also cover the latest in gaming with Netflix releasing its first game… but not Netflix. Later, CrowdStrike CEO George Kurtz joins on the cybersecurity company’s 10th anniversary. We also cover the highlights from iPhone 13 reviews out this morning and Apple’s latest push into health. And later, Revolut CEO Nikolay Storonsky joins as the company announces it will launch commission-free stock trading in the U.S.
Sep 21, 2021
Tracking Today’s Sell-Off, Exclusive Interview with DoorDash CEO Tony Xu & “The Contrarian” Author on Peter Thiel’s Influence and Power
00:43:00
Our anchors kick off the morning tracking the markets with CNBC’s Mike Santoli and Fundstrat’s Tom Lee as the September slide intensifies. Next, we hear exclusively from DoorDash Co-Founder and CEO Tony Xu with the company announcing today that users can now buy alcohol directly through the DoorDash app. Later, we check on the markets again with CNBC’s Dom Chu covering the divergences within tech. We also have Northman Trader Founder Sven Henrich to give his take on tech markets amid today’s sell-off. Then, CNBC’s Leslie Picker covers the performance of IPOs this year. We also have CNBC’s Josh Lipton on the biggest movers in the Nasdaq today. Later, “The Contrarian” Author Max Chafkin joins to discuss his new book on Peter Thiel’s influence and Silicon Valley’s pursuit of power. Plus, don’t miss CNBC’s Kate Rooney with a news alert on Coinbase and its crypto lending program.
Sep 20, 2021
FireEye Mandiant CEO on Cybersecurity, Morgan Stanley’s EV Picks & Former Reddit CEO Ellen Pao’s Take on the Holmes Trial
00:44:41
Our anchors start off this Friday morning with CNBC’s Dom Chu on the tech stocks getting left behind and where you can find opportunity. Then, Morgan Stanley Auto Analyst Adam Jonas joins to give his take on EVs, saying today Tesla is “like the mechanical white rabbit at the dog race.” Next, FireEye Mandiant CEO Kevin Mandia is here to talk all things cybersecurity as the Biden Administration prepares sanctions targeting crypto ransomware payments. And what if TikTok actually got banned and sold its U.S. operations? Tune in for TechCheck’s take. Later, Former Reddit CEO Ellen Pao joins to discuss her op-ed in the New York Times on the Elizabeth Holmes trial, which she says is a wake-up call for sexism in tech. We also cover billionaire investor Mark Cuban’s series of tweets defending moves to regulate crypto. And later, CNBC’s Diana Olick joins with the story on how real estate agents are using artificial intelligence.
Sep 17, 2021
Betting on E-Commerce and Fintech, Interactive Brokers Announces Crypto Trading & ForgeRock CEO on Public Debut
00:44:24
Our anchors start off the morning on a new report from FTC Chair Lina Khan alleging hundreds of deals by some of tech’s largest companies have gone unchecked. Then, Stifel Analyst Scott Devitt joins as the firm announces its top e-commerce picks. We also have Plexo Capital Managing Partner Lo Toney to give his take on the buy now, pay later trend that is boosting up fintech companies. Then, Interactive Brokers Chairman Thomas Peterffy joins as the company announces the launch of crypto trading. Plus, we have J.P. Morgan Analyst Samik Chatterjee on why he has an overweight rating on Apple despite what he sees as modest upgrades to the new products announced this week. Also, CNBC’s Jennifer Elias is here to discuss her report on Google Cloud’s reorganization of its engineering leadership under Google Cloud CEO Thomas Kurian. And later, ForgeRock CEO Fran Rosch joins live from the New York Stock Exchange on the identity software’s public debut today.
Sep 16, 2021
Apple Launches New Product Lineup, Facebook Under Fire & Live From the Kennedy Space Center Ahead of the SpaceX Launch
00:44:20
Our anchors start off the morning on the wins and losses from Apple’s “California Streaming” event yesterday. Wall Street Journal Tech Columnist Joanna Stern and Bank of America Analyst Wamsi Mohan join to further discuss the new product announcements and what they mean for the stock. We also have Wall Street Journal Reporter Jeff Horwitz to speak about his recent article based on internal documents out of Facebook showing there is a group of secret elite users who are excused from standard content moderation rules. Horwitz also shares his thoughts on a second report detailing how Facebook downplayed its knowledge that Instagram is toxic for teen girls. Later, we return to Apple with Daring Fireball Blogger John Gruber who talks the company’s strategy after its event yesterday. Then, we have CNBC’s Morgan Brennan live from the Kennedy Space Center in Florida ahead of SpaceX’s all-civilian flight launch today. Plus, to kick off Hispanic Heritage Month, we hear from HP Enterprise CEO Antonio Neri on how he brings his heritage to table and works to ensure diversity and inclusion is built at every level.
Sep 15, 2021
TechCheck Special Edition: The Andy Jassy Interview. An Exclusive Conversation With Amazon's New CEO– The Second In The Company's History– on Antitrust Pressures, the Labor Environment, Media Strategy & Much More
00:42:45
On today’s special edition of TechCheck, we bring you Jon Fortt’s exclusive interview with Amazon CEO Andy Jassy. The interview kicks off with Jassy’s take on the antitrust pressures facing Amazon and Big Tech at large. Jassy also discusses Amazon’s e-commerce business, the pandemic’s impact on the company and the future of work. Next, Fortt covers the labor environment with Jassy after Former Amazon CEO Jeff Bezos set the tone in his last shareholder letter by writing “We are going to be earth’s best employer, and earth’s safest place to work.” We also hear about the moment when Bezos called Jassy and asked him to take the top position at Amazon. And later, Fortt covers Amazon’s artificial intelligence approach with Jassy and the company’s forward-looking media strategy.
Sep 14, 2021
Apple’s App Store Saga, Forge Global to Go Public Via SPAC & The Fintech Frenzy
00:44:38
Our anchors start off today’s show with the latest on the Apple vs. Epic Games ruling with Epic planning to appeal the decision. The Verge Editor-in-Chief Nilay Patel joins this morning to share his thoughts on the app store saga ahead of Apple’s “California Streaming” event tomorrow. We also cover Goldman Sachs’ new internet initiations today, including buy ratings on Amazon, Google, Facebook and more. Next, Motive Capital CEO Blythe Masters and Forge Global CEO Kelly Rodriquez join after announcing their $2 billion SPAC deal today to take Forge Global public. Later, we return to the Apple vs. Epic ruling and bring in Former Andreessen Horowitz Partner Benedict Evans to break it all down. Plus, we check in on the fintech space with Wolfe Research Managing Director Darrin Peller as digital payments company Stripe is in talks to go public soon.
Sep 13, 2021
Breaking Down Affirm’s Earnings, Identifying the Next Big Terror Threat & U.S. Judge Issues Ruling in Apple vs. Epic Trial
00:51:15
Our anchors kick off this Friday morning with all the details on Affirm’s earnings boosting the stock over 20 percent this morning. Then, Angel Investor Jason Calacanis joins to share his thoughts on the buy now, pay later trend, the SEC targeting Coinbase and much more. Also, it’s been 20 years since the September 11th attacks, and CNBC’s Eamon Javers joins to cover where the next big terror threat may come from. Plus, we cover the breaking story on a U.S. judge issuing a ruling today on the Apple vs. Epic trial sending shares of Apple down more than 3 percent. We bring in The Verge Editor-in-Chief Nilay Patel, Loup Ventures Managing Partner Gene Munster and Daring Fireball Founder John Gruber to analyze this latest decision and its implications on Apple’s walled garden, the app store and antitrust regulation.
Sep 10, 2021
Exclusive Interview with Microsoft CEO and LinkedIn CEO, NFL and Verizon Announce 5G Partnership & Amazon Calls Out Elon Musk
00:42:36
Our anchors kick off today’s big show with Jon Fortt’s exclusive interview with Microsoft CEO Satya Nadella and LinkedIn CEO Ryan Roslansky on a slew of new features, the future of work and much more. Then, we check in on GameStop with the stock tumbling today after the company reported earnings last night. Next, Logitech CEO Bracken Darrell joins to discuss the company’s climate commitment to be net zero by 2030 and climate positive beyond then. Also, with football season kicking off, we hear from NFL Commissioner Roger Goodell and Verizon CEO Hans Vestberg on a 10-year 5G partnership. Later, Varo CEO Colin Walsh joins as the digital bank announced it closed a $510 million funding round. Plus, don’t miss the details on Amazon calling out Elon Musk in a letter to the Federal Communications Commission.
Sep 09, 2021
The SEC vs. Coinbase, PayPal to Acquire Paidy for $2.7 Billion & Checking in on Cloud Stocks
00:42:10
Our anchors start off the morning on Coinbase after the SEC targeted the platform’s lending product “Coinbase Lend” ahead of its launch. We also bring you the details on PayPal’s planned acquisition of Japanese payment company Paidy for $2.7 billion as the buy now, pay later space heats up. Then, Slow Ventures General Partner Sam Lessin joins to share his take on the fintech space and the world of crypto. Plus, CNBC’s Dom Chu is here to break down this morning’s moves in crypto following yesterday’s big Bitcoin drop. Next, Bessemer Ventures Partner Byron Deeter joins to share his cloud investment thesis. Later, Morgan Stanley Managing Director Brian Nowak is here to speak about his latest note detailing why an Amazon branded TV could be a needle mover. We also have CNBC’s Scott Cohn with fresh updates on Elizabeth Holmes’ trial as it begins today. And later, Wall Street Journal Reporter Joanna Stern joins to discuss what to expect from Apple’s annual product event scheduled for next week.
Sep 08, 2021
eToro’s New U.S. CEO Lule Demmissie, Apple Employee’s NLRB Complaint & El Salvador Adopts Bitcoin as Legal Currency
00:42:27

Our anchors start off the morning with a check on software stocks with CNBC’s Dom Chu taking a look at names spanning from Fortinet and FireEye to Microsoft and Adobe. Then, CNBC’s Mike Santoli joins to cover a divergence in the market between caution and the so-called “crazy.” Next, trading platform eToro’s new U.S. CEO Lule Demmissie joins as she takes on the role. Then, CNBC’s Dom Chu returns to check in on crypto with Bitcoin plunging this morning. Later, Apple employee Cher Scarlett joins after filing a complaint with the National Labor Relations Board against Apple for interfering with efforts to gather wage data. Also, Argus Financial Research Director and buy now, pay later bear Stephen Biggar is here to talk the trend. Later, CNBC’s Phil LeBeau speaks with Solid Power Co-Founder and CEO Doug Campbell about the EV battery startup’s big investment to increase production capacity. And don’t miss CNBC’s Mackenzie Sigalos with all the details on El Salvador officially making Bitcoin a legal currency today.

Sep 07, 2021
Breaking Down Software Earnings, YouTube Chief Business Officer Robert Kyncl & Earnings Exclusive with MongoDB CEO
00:44:04
Our anchors start off this Friday morning with details on software earnings from Hewlett Packard Enterprise, PagerDuty and MongoDB. Then, Hewlett Packard Enterprise CEO Antonio Neri joins for more on the company’s most recent quarter. Plus, we bring you the latest headlines from Apple, including the company’s announcement today that it will put its new child safety features on hold. Then, YouTube Chief Business Officer Robert Kyncl joins as YouTube hits a major milestone of 50 million Premium and Music subscribers. We also cover Netflix’s record run with the stock posting gains for 14 out of the last 15 trading sessions. Later, PagerDuty CEO Jennifer Tejada joins exclusively on the company’s strong second quarter and current quarter guidance. And don’t miss an earnings exclusive interview with MongoDB CEO Dev Ittycheria.
Sep 03, 2021
Apple’s App Store Concession, The Rise of Social Audio & “Bad Blood” Author John Carreyrou on Elizabeth Holmes’ Trial
00:44:31
Our anchors start off today’s show with the details on Apple’s latest app store changes as part of a settlement with the Japan Fair Trade Commission. We bring in Platformer Editor Casey Newton to further break down the changes and share where he sees future growth for the company outside of its app store. We also have the details on YouTube Music hitting a major milestone of 50 million paid subscribers and we cover the launch of Twitter’s subscription service Super Follows. Next, Co-Founder of new social podcasting app Callin’ and Former PayPal COO David Sacks joins to discuss the social audio space and investing in fintech. Later, we’re following the Elizabeth Holmes trial with “Bad Blood” Author John Carreyrou joining us live outside the courthouse in San Jose to share his take on the case. Then, we hear from Solv CEO Heather Fernandez as the health tech startup secures a $45 million funding round. And later, Wall Street Journal Reporter Joanna Stern is here to share her thoughts on Apple’s app store saga.
Sep 02, 2021
Nasdaq Hits an All-Time High, Google’s New Partnership with C3 AI & Former DOJ Antitrust Chief on Regulating Big Tech
00:43:59
Our anchors start off today’s show with Wolfe Research Analyst Jeff Kvaal reversing his bear take on Apple as the stock hits an all-time high. Then, Bespoke Investment Group Co-Founder Paul Hickey joins to share his thoughts on the market as we kick off the first trading day of the month with a Nasdaq all-time high. We also have CNBC’s Eunice Yoon on China’s new data and cybersecurity laws going into effect today. Next, we hear exclusively from Google Cloud CEO Thomas Kurian and C3 AI CEO Tom Siebel on a new partnership announced this morning. Plus, CNBC’s Yasmin Khorram is live outside the courtroom with fresh updates on day two of jury selection for Elizabeth Holmes’ trial. Later, Former DOJ Antitrust Chief Makan Delrahim joins to discuss regulating Big Tech touching on South Korea’s new app store law and much more. Also, Rosenblatt Securities Analyst Mark Zgutowicz is here after he downgraded Facebook to neutral this morning.
Sep 01, 2021
Breaking Down Zoom Earnings, South Korea Passes App Store Bill & Databricks CEO on New Funding Round
00:44:18
To start off the show our anchors bring you all the details on Zoom earnings reported after the bell yesterday. Then, Deutsche Bank Director of Equity Research Matthew Niknam joins to further discuss Zoom as the stock tumbles more than 15 percent this morning. We also have Mizuho Analyst Dan Dolev share his thoughts on Amazon and Affirm’s new partnership with Mizuho bumping up its price target for Affirm on the news. Next, CNBC’s Eunice Yoon joins with the details on South Korea officially passing its bill targeting app stores. Then, “The Verge” Editor-in-Chief Nilay Patel is here to share his thoughts on app store regulation. Plus, CNBC’s Scott Cohn joins live outside the San Jose courthouse where Elizabeth Holmes’ trial is set with the latest details on the case. And Later, Databricks Co-Founder and CEO Ali Ghodsi joins as the company announces a $1.6 billion funding round bringing its valuation to $38 billion.
Aug 31, 2021
Big Tech’s Lobbying Power, Cracking Down on App Stores & PayPal Explores Stock Trading Feature
00:43:55
To start off today’s show, CNBC’s Mike Santoli joins our anchors to cover how much is left in the tank for this tech rally. We also have all the details on China cracking down on entertainment with a new ban for young gamers. Plus, we cover Amazon’s partnership with Affirm to offer buy now, pay later and FuboTV’s push into gaming. Then, American Economic Liberties Project Fellow Reed Showalter joins to discuss his new report on Big Tech’s lobbying power and influence. Next, we have New York Times Contributor and “Sway” podcast host Kara Swisher to speak about the crackdown on app stores as South Korea prepares to vote on a law prohibiting in-app commission fees. We also have CNBC’s Kate Rooney with the scoop on PayPal exploring the launch of a stock trading platform. And later, Marvell Technology CEO Matt Murphy joins in an earnings exclusive to break down the company’s latest quarter.
Aug 30, 2021
Apple’s App Store Update, A New China Growth Fund & Peloton Post-Earnings
00:44:20
To start of the show our anchors have all the details on Apple’s latest app store changes as part of a settlement to a class action lawsuit. Then, Coalition for App Fairness Executive Director Meghan DiMuzio joins to share her criticism of the new changes. Next, we have William Blair Portfolio Manager Vivian Lin Thurston to speak about her new China Growth Fund launching in an unfriendly environment for Chinese stocks. We also have Wedbush Analyst James Hardiman, a Peloton bear, to discuss the stock after the company’s latest earnings report. Plus, Former Uber Chief Business Officer Emil Michael joins to discuss recent regulatory decisions targeting gig economy companies like Uber. Then, CNBC’s Frank Holland is here with a story on how one conference is aiming to increase diversity in tech companies. And later, we return to Apple’s latest update with Slow Ventures General Partner and Former Facebook VP Sam Lessin who thinks competition is under assault.
Aug 27, 2021
Breaking Down Cloud Earnings, Paychex CEO on 50th Anniversary & 10 Years of Facebook Messenger
00:44:27
Our anchors kick off the morning with the latest earnings results from Snowflake, Salesforce and Box. Then, Wolfe Research Managing Director Alex Zukin joins to further break down Salesforce’s numbers. We also cover the latest in the chip space with Western Digital reportedly in talks to buy Japan’s Kioxia and Apple’s supplier Taiwan Semiconductors hiking up chip prices. Next, Paychex CEO Martin Mucci joins to discuss the fintech space and his company as Paychex celebrates its 50th anniversary. Later, Fundstrat Global Advisors’ Tom Lee joins to talk markets following the Nasdaq and S&P 500’s record closes yesterday. Plus, CNBC’s Julia Boorstin shares the highlights from her interview with Facebook Messenger VP Stan Chudnovsky as the app hits its 10-year anniversary. And later, “The Verge” Senior Reporter Ashley Carman joins on her article detailing how Joe Rogan’s influence may be waning after taking his podcast exclusively to Spotify
Aug 26, 2021
The Nasdaq’s Record Climb, Exclusive Interviews with Intuit CEO and Twilio CEO & OnlyFans Reverses its Content Ban
00:44:27
Our anchors start off the morning on the Nasdaq’s record climb with CNBC’s Mike Santoli here to break down valuations in tech. Then, we cover the latest surge in the meme stock world led by meme stock darlings GameStop and AMC. Plus, we bring you all the details on Warby Parker filing to go public via direct listing in an environment that has been unfriendly to direct-to-consumer IPOs. Then, in two exclusive interviews, we hear from Intuit CEO Sasan Goodarzi on the quarter, and later, Twilio Co-Founder and CEO Jeff Lawson on the company’s decision to invest in a SPAC. Next, CNBC’s Julia Boorstin covers her interview with Calibrate CEO Isabelle Kenyon as the telehealth startup announces a $100 million funding round. Also, hear why OnlyFans reversed its decision to ban explicit content on its platform. Plus, we have Brex Co-Founder and Co-CEO Henrique Dubugras on the fintech company’s launch of venture debt financing
Aug 25, 2021
Benchmark General Partner Bill Gurley on Proposition 22, Shopify President Talks TikTok Partnership & Tim Cook’s 10 Years as Apple CEO
00:44:23
To kick off today’s show our anchors speak with Early Uber Investor and Benchmark General Partner Bill Gurley about Proposition 22 being ruled unconstitutional by a California judge. We also get Gurley’s take on the market and Tim Cook’s legacy at Apple upon reaching the 10-year mark as CEO. Then, Shopify President Harley Finkelstein joins after the company announced a partnership with TikTok to create new tools for in-app shopping. Next, we return to Tim Cook’s 10-year milestone at Apple with CNBC’s Josh Lipton looking at Cook’s performance through various financial metrics. Then, CNBC’s Julia Boorstin is here to cover Netflix’s new massive content lineup and additional stories in the entertainment space including Hollywood’s struggle with piracy. We also have the details on stablecoin Circle changing its makeup of reserves as stablecoins become a heavily scrutinized area of the crypto ecosystem.
Aug 24, 2021
Rating Robinhood Shares, Proposition 22 Ruled Unconstitutional & Klarna CEO on Customer Growth
00:44:12
Our anchors kick off today’s show with a host of initiations on newly public stock Robinhood. Then, JMP Securities’ Devin Ryan is here to explain why he has an outperform rating on the stock. We also bring you the latest details on a judge ruling Proposition 22, California’s gig worker law, unconstitutional. New York Times Contributor and “Sway” Podcast Host Kara Swisher joins to further break down this new road block to companies like Uber, Lyft and DoorDash. Next, Klarna Co-Founder and CEO Sebastian Siemiatkowski joins as the company reaches 20 million users in the U.S. amid surging demand for flexible payment services. Then, Rhodium Group Senior China Tech Analyst Jordan Schneider joins to share his take on the China crackdown and which sectors he thinks may get hit next. Plus, as Bitcoin reaches its highest level since mid-May we have CNBC’s Kate Rooney cover the rise in popularity of crypto trading among new investors and CNBC’s Mackenzie Sigalos on crypto adoption in Afghanistan.
Aug 23, 2021
Tesla’s A.I. Ambitions, Fund Manager Shares Bear Case on Ark Funds & Former Facebook General Counsel on the FTC’s Antitrust Case
00:44:25
To start off this Friday morning our anchors cover the latest announcements out of Tesla’s A.I. event, including the introduction of a humanoid robot. Then, following our interview with Ark Invest’s Cathie Wood yesterday, Semper Augustus Investments CIO Chris Bloomstran joins to defend his bear case against the Ark Funds. We also have CNBC’s Eunice Yoon with the details on China’s new law putting downward pressure on Chinese tech stocks to end an already bad week. Plus, Former Facebook General Counsel and Head of Public Policy Chris Kelly joins to share his thoughts on the FTC’s renewed antitrust case against the social media giant. And later, to close out our ‘reality check’ series Bernstein’s Toni Sacconaghi is here to explain why he has an underperform rating on Tesla.
Aug 20, 2021
Ark Invest’s Cathie Wood on Short Bets, Strategy and Much More, A Rare Sell Call for Palantir & Bird CEO on Earnings Ahead of SPAC Merger
00:47:12
Our anchors kick off the show with details on this morning’s earnings movers Robinhood and Nvidia. We also cover the latest announcements from Facebook including the company’s release of its first ever “widely viewed content report” as well as new virtual reality workspace tools. Then, CNBC’s Dom Chu joins to cover the recent performance of Cathie Wood’s Ark Funds ahead of our interview with Wood. Next, William Blair Analyst Kamil Mielczarek is here to share his bear case for Palantir, a top Cathie Wood pick. We also have Bird Founder and CEO Travis VanderZanden to discuss the company’s last earnings report before its planned SPAC merger. Then, Ark Invest Founder and CEO Cathie Wood joins today as numerous hedge funds are betting against her Ark Innovation ETF. We also get her take on the trendiest topics in tech such as the China crackdown, the crypto market and much more. Later, CNBC’s Leslie Picker is here to break down Wood’s interview, including what is driving her current investment strategy.
Aug 19, 2021
Checking in on Cathie Wood’s Ark Fund, Substack Writer Talks “Rational Irrationality” & Analyst Takes on ViacomCBS, Shopify and Coinbase
00:44:29
Our anchors kick off today’s show with CNBC’s Dom Chu wrapping up the latest tech market action. Then, NYU Stern Finance Professor Aswath Damodaran joins to break down the valuation of Cathie Wood’s Ark fund as more hedge funds bet against it. We also have Wells Fargo Senior Equity Analyst Steven Cahall on why he upgraded ViacomCBS to overweight. Then, CNBC’s Kate Rooney joins ahead of Robinhood’s earnings report set for after the bell today. Next, we have Substack Writer Eric Newcomer share why he thinks markets are no longer rational. Later, we have Morningstar Analyst Dan Romanoff with his bearish take on Shopify. Plus, we hear from Apple Vice President Lisa Jackson on Apple’s sustainability focus as well as the company’s commitment to privacy amid recent backlash. Plus, Mizuho Analyst Dan Dolev shares why he’s trimming his price target on Coinbase.
Aug 18, 2021
Chinese Tech Sell-Off, A Look at Big Tech’s Future, the Bear Case for IBM & Burry vs. Wood
00:44:21
Kicking off today’s show with a look at the significant sell-off in Chinese tech stocks, then digging into Roblox earnings with Metaverse ETF Founder Matthew Ball. CNBC’s Courtney Reagan then helps us break down the latest Walmart earnings and where those e-commerce numbers stand. Next, we hear from Ruchir Sharma of Morgan Stanley Investment Management on his latest Financial Times Op-Ed. He wonders what it would take for big tech to fall. Oppenheimer’s Jason Helfstein also makes the case for his top two picks…Uber and Opendoor. Later, MoffettNathanson’s Lisa Ellis is an IBM bear and she’s telling us why. We also get the latest on that T-Mobile data breach from CNBC’s Eamon Javers. And Jeff Bezos suing NASA? We’ve got that too.
Aug 17, 2021
Tracking the Nasdaq Sell-Off, U.S. Investigates Tesla’s Autopilot System & Blade CEO on the Quarter
00:43:02
Our anchors start off the show with CNBC’s Dom Chu comparing the tech and communication sectors as the major indexes come off record highs. Then, Plexo Capital’s Lo Toney joins to share his take on the market and where he sees opportunity in the tech sector after strong second quarter earnings. We also have Evercore ISI’s Mark Mahaney on why Uber is taking Amazon’s spot for their top mega cap pick. Next, we have CNBC’s Lora Kolodny with the details on the U.S. investigating Tesla’s autopilot system. Plus, Wedbush Securities Analyst Matthew Bryson joins to kick off our new series ‘reality check’ and share his bear case on Intel. Later, Rocket Companies CEO Jay Farner is here to speak about the company’s latest quarter and expansion into solar. Plus, Blade CEO Robert Wiesenthal joins live from the NYSE following the company’s latest earnings report.
Aug 16, 2021
Sofi CEO Post-Earnings, DoorDash CEO on the Quarter & Reddit CEO Talks $10 Billion Valuation
00:42:33
To start off the show, our anchors have coverage of today’s earnings movers: Disney, Airbnb and DoorDash. Then, in a first on CNBC interview Sofi CEO Anthony Noto joins to discuss the company’s latest quarter and competition in the broader fintech space. Plus, CNBC’s Mackenzie Sigalos is here with an update on the family who liquidated all of their assets to buy Bitcoin back when it was just $900. Later, DoorDash CEO Tony Xu joins CNBC’s Deirdre Bosa live in San Francisco to discuss the company’s latest earnings report, expansion into grocery and much more. We also have an exclusive interview with Reddit CEO Steve Huffman after Reddit topped a $10 billion valuation yesterday. Huffman also speaks to the boom of retail traders on the platform with WallStreetBets becoming a popular go-to spot for meme stocks.
Aug 13, 2021
ServiceNow CEO on Acquisition of Mapwize, Snap Creators Leave the App’s Spotlight Feature & Exclusive Interview with Marqeta CEO Post-Earnings
00:44:19
To start off the morning, our anchors have all the details on new legislation aimed at Big Tech’s app stores, a deal falling through between Instacart and Doordash and a recap of Palantir’s latest earnings report. Then, ServiceNow CEO Bill McDermott joins as cloud stocks have been on a tear recently to speak about the company’s acquisition of Mapwize and much more. Next, CNBC’s Sal Rodriguez is here with the story on Snap creators leaving the app’s Spotlight feature as payments dry up. Later, Marqeta CEO Jason Gardner joins after the company’s first earnings report since going public to discuss the company’s growth in the ‘buy now, pay later’ vertical. Plus, CNBC’s Jon Fortt brings us the highlights from his conversation with LinkedIn Co-Founder and Microsoft Board Member Reid Hoffman yesterday at the Economic Club of Chicago. Then, CNBC’s Kate Rooney is live from Wyoming with the story on the state’s recent crypto boom. Plus, Parrot Analytics Senior Strategy Analyst Julia Alexander joins us to give her take on streaming ahead of Disney earnings set for after the bell today.
Aug 12, 2021
Breaking Down Coinbase’s Latest Quarter, Earnings Exclusives with FuboTV CEO and Doximity CEO & the FTC Probes Two Uber Deals
00:44:26
Our anchors start off the show with all the details on Coinbase’s latest earnings report. Initialized Capital Founder and Early Coinbase Investor Garry Tan joins to further break down Coinbase’s quarter and outlook. Then, CNBC’s Eamon Javers is here to cover what may be the biggest crypto theft ever with $600 million stolen. Later, Unity Software CFO Luis Visoso joins to discuss the company’s strong quarter and planned acquisition of remote desktop and streaming company Parsec. Later, FuboTV CEO David Gandler joins in an earnings exclusive to discuss the company’s most recent quarter. We also have all the details on the FTC probing a partnership between Uber and Gopuff in addition to reviewing Uber’s planned purchase of Drizly. Then, we have a second earnings exclusive with Doximity CEO Jeff Tangney on the company’s first earnings report since going public, plus details on how the company is battling vaccine misinformation on its app.
Aug 11, 2021
AMC Stock Pops on Earnings, Cloud 100 Rankings Announced & Privacy in Focus for Apple
00:44:29
Our anchors start off today’s show with AMC after the meme stock company reported a smaller loss than expected and a revenue beat yesterday. Margins Editor Ranjan Roy joins to share his thoughts on AMC’s stock amid the hype as well as his take on crypto. Then, Bessemer Venture Partners’ Byron Deeter joins to discuss where to invest in cloud after Forbes released its Cloud 100 ranking today in partnership with Bessemer. Later, “Daring Fireball” Author John Gruber is here to talk all things Apple following the company’s decision to use technology to scan for child abuse imagery. We also hear from FalconX CEO Raghu Yarlagadda on the company’s latest $200 million funding round bringing its valuation to $3.75 billion. Plus, we bring in CNBC’s Andrew Ross Sorkin for more on meme stocks after his conversation with Kynikos Associates Founder Jim Chanos earlier today.
Aug 10, 2021
Fundstrat’s Tom Lee Forecasts an “Everything Rally,” Binance CEO on the World of Crypto & Apple’s Latest Announcement Faces Backlash
00:44:20
Our anchors kick off today’s show with CNBC’s Ylan Mui on the latest crypto update from the infrastructure bill. Then, Fundstrat’s Tom Lee is here to talk markets, Bitcoin and his prediction for an “everything rally” into the end of the year. We also have Binance CEO ChangPeng Zhao to discuss the trading platform and crypto regulation as digital currencies take center stage this year. Plus, we cover the latest Tesla street calls with Jefferies predicting 22 percent upside in the stock. Later, 75 and Sunny Co-Founder Spencer Rascoff is here to share his thoughts on social media M&A and vertical social media platforms. Also, Johns Hopkins Cryptography Professor Matthew Green joins to share his reaction towards Apple’s announcement that it will scan devices for child abuse imagery. Plus, CNBC’s Dom Chu joins to cover the latest moves in Cathie Wood’s Ark Funds.
Aug 09, 2021
Zygna CEO on the Quarter, Apple’s Delicate Dance with Privacy & Confluent CEO on First Earnings Report Since Going Public
00:44:19
Our anchors kick off this Friday morning with cloud names like Datadog, Asana and Cloudflare hitting record highs yesterday. Then, we hit gaming with Zynga CEO Frank Gibeau on the company’s latest earnings report and M&A plans. We also cover Apple’s announcement of a new program to scan devices for child abuse imagery. Next, we speak with Dropbox CEO Drew Houston after the company reported strong quarterly results and raised its full-year guidance. Later, CNBC’s Kate Rooney joins to cover the latest moves in $HOOD following the stock’s wild ride this week. We also speak with Confluent CEO Jay Kreps after the company released its first earnings report since going public. Plus, we bring you this morning’s headlines out of China with Meituan facing a $1 billion fine and Duolingo being removed from some Chinese app stores.
Aug 06, 2021
Robinhood’s Wild Moves, Breaking Down the Latest Tech Earnings & WarnerMedia CEO Ann Sarnoff on Streaming, Studios and Stars
00:44:22
Our anchors have the latest coverage of Robinhood’s wild moves to start off the morning. Then, Wolfe Research Managing Director Steven Chubak joins to share his latest note on “Why Hood is Uninvestible Today.” Next, we cover Etsy post-earnings and Morgan Stanley Analyst Lauren Schenk is here to speak about her latest note upgrading the stock. We also have the details on Roku and Uber earnings reported after the bell yesterday and Jefferies Analyst Brent Thill joins us to give his take on Uber. Later, NorthmanTrader Founder Sven Henrich is here to talk Robinhood, meme stocks and the market. Plus, CNBC’s Julia Boorstin interviews WarnerMedia Studio and Networks Group CEO Ann Sarnoff on streaming strategy and the battle between studios and stars. Also, CNBC’s Phil LeBeau previews what to expect from President Biden’s electric vehicle event today.
Aug 05, 2021
Robinhood Stock Surges, Former Disney Executives Kevin Mayer and Tom Staggs on Acquiring Hello Sunshine & Coursera CEO Post-Earnings
00:42:26
Our anchors kick off the morning with Robinhood as the stock surges to meme stock levels after its lackluster market debut last Thursday. Then, MKM Partners Managing Director Rohit Kulkarni, and later, Cambria Investment Management CIO Meb Faber join to further break down the stock pop. Next, we take you into the metaverse with Former Amazon Studios Head of Strategy Matthew Ball to discuss investing in the gaming space. Also, we hear from Instacart CEO Fidji Simo as the company hires Former Facebook Executive Carolyn Everson. Later, CNBC’s Julia Boorstin interviews Former TikTok CEO Kevin Mayer and Former Disney COO Tom Staggs on their new media company and its acquisition of Reese Witherspoon’s Hello Sunshine. Next, CNBC’s Kate Rooney provides an update on Robinhood’s wild moves today. Then, Coursera CEO Jeff Maggioncalda is here to discuss the company’s latest earnings report.
Aug 04, 2021
Reese Witherspoon and Hello Sunshine CEO Talk Latest $900 Million Deal, ZoomInfo CEO on the Quarter & Substack CEO on Big Tech’s Ad-Supported Models
00:43:57
Our anchors start off the show with moves lower in Chinese gaming stocks and Alibaba post-earnings. Then, Wall Street Journal Reporter Joanna Stern is here to talk about Google’s decision to ditch Qualcomm and build its own chip for its Pixel 6 phones. Next, ZoomInfo CEO Henry Schuck joins to break down the company’s latest earnings report. Plus, Reese Witherspoon and Hello Sunshine CEO Sarah Harden join our anchors to discuss the $900 million deal to sell Hello Sunshine to a Blackstone-backed media company. We also have the story on Marvell buying chip startup Innovium in the latest tech M&A deal of the summer. And later, Substack CEO Chris Best is here to speak about his company and share his criticism of ad-supported models.
Aug 03, 2021
Square to Buy Afterpay in $29 Billion Deal, Klarna CEO on the Fintech Space & Wall Street Journal Reporter Tim Higgins Talks His New Tesla Book
00:44:20
Starting off this Monday morning, our anchors have the story on Square striking an all-stock deal to acquire Australian fintech company Afterpay for $29 billion. Then, Mizuho Analyst Dan Dolev joins on his latest Square note following the deal announcement. Next, CNBC’s Julia Boorstin is here to cover the top Disney headlines including the weekend debut of “Jungle Cruise” bringing in a third of revenue on Disney+. Then, New York Times Contributor and “Sway” Podcast Host Kara Swisher joins to further discuss Disney, streaming and the battle between studios and talent. Later, Klarna Co-Founder and CEO Sebastian Siemiatkowski joins to speak about the fintech space following Square’s Afterpay deal. We also have all the details on the new ETF betting against Cathie Wood’s Ark Fund. Plus, Wall Street Journal Reporter Tim Higgins is here to discuss his new book “Power Play: Tesla, Elon Musk, and the Bet of the Century.”
Aug 02, 2021
Breaking Down Amazon Earnings, Adobe CEO on Walmart Partnership & Gopuff’s Latest $1 Billion Funding Round
00:42:18
Our anchors kick off this Friday morning with all the details on Amazon’s revenue miss and weaker-than-expected guidance reported yesterday. Then, Mark Asset Management CEO Morris Mark joins to further break down Amazon’s latest quarter. Sticking with earnings, CNBC’s Julia Boorstin has the details on Pinterest’s latest report bringing the stock price down over 18 percent this morning. We also have CNBC’s Kate Rooney cover Robinhood’s summer slowdown in monthly active visits and time spent on the app. Then, Wheelhouse CIO Ann Berry joins to talk more about Robinhood after the company made its market debut yesterday. We also hear from Adobe CEO Shantanu Narayen on the company’s new partnership with Walmart. Next, Gopuff Co-Founder and Co-CEO Yakir Gola is here to discuss the delivery startup company’s latest $1 billion funding round. Also, CNBC’s Julia Boorstin returns with the story on Scarlett Johansson suing Disney over her “Black Widow” contract.
Jul 30, 2021
Awaiting Robinhood’s Market Debut, Earnings Exclusives with Comcast CEO and Qualcomm CEO & Nikola Founder Charged with Fraud
00:48:35
Our anchors are joined by CNBC’s Leslie Picker live from the Nasdaq to chat about Robinhood as we await the first trade today. Then, Comcast Chairman and CEO Brian Roberts joins in an exclusive interview to discuss the company’s growth and most recent earnings report. Next, CNBC’s Julia Boorstin covers Mark Zuckerberg’s vision for Facebook after the company reported an earnings beat yesterday. Plus, Qualcomm CEO Cristiano Amon joins in a second earnings exclusive to discuss the company’s latest quarter. We also have CNBC’s Phil LeBeau with the story on Nikola Founder and Former CEO Trevor Milton facing fraud charges. And don’t miss Early Robinhood Investor Jason Calacanis, and later, Robinhood Board Member Scott Sandell share their thoughts on the highly anticipated IPO today.
Jul 29, 2021
Breaking Down Big Tech Earnings, Duolingo CEO on Upcoming Market Debut & LinkedIn CEO Ryan Roslansky
00:41:57
To start off the show, our anchors break down Alphabet, Apple and Microsoft earnings all released after the bell yesterday. Then, Duolingo CEO Luis Von Ahn joins in a First on CNBC Interview as the company makes its market debut today. Staying on the topic of IPOs, CNBC’s Kate Rooney covers all the risks to Robinhood ahead of its public debut. Then, CNBC’s Julia Boorstin covers the highlights from Spotify’s earnings report after speaking with CEO Daniel Ek on the quarter. Plus, LinkedIn CEO Ryan Roslansky joins in a rare interview after the social media company hit $10 billion in revenue for the fiscal year. We also discuss Senator Elizabeth Warren’s latest comments on crypto regulation.
Jul 28, 2021
Big Tech on Deck, Cloudflare CEO on AWS Pricing & SiriusXM CEO Post-Earnings
00:42:27
Our anchors discuss upcoming Big Tech earnings to start off the morning. Then, Bernstein Analyst Toni Sacconaghi joins to further break down Tesla earnings released yesterday and what to expect from Apple earnings tonight. We also have Cloudflare CEO Matthew Prince after the company called out Amazon Web Services’ high pricing. Next, CNBC’s Julia Boorstin joins to interview SiriusXM CEO Jennifer Witz post-earnings. Later, Margins Editor Ranjan Roy is here to break down the sell-off in Chinese stocks as the government’s crackdown reaches more industries. Then, CNBC’s Brian Sullivan joins from Mountain Pass, California to cover our surprising reliance on magnets to make tech products. We also have all the latest details on regulation in the crypto space. Plus, don’t miss the story on SEC Chair Gary Gensler opening a Twitter account.
Jul 27, 2021
Former Cisco CEO on China Crackdown, Robinhood’s Roadshow and Upcoming IPO & Previewing Tesla Earnings
00:42:48
Our anchors kick off this Monday morning with the sell-off in China stocks as the crackdown continues. Former Cisco CEO John Chambers joins to share his thoughts on the tech clampdown. We also have the details on Bitcoin picking up steam over the weekend after Amazon announced it is searching for an executive to develop its digital currency strategy. Then, MKM Partners Tech Analyst Rohit Kulkarni joins to discuss Robinhood’s upcoming IPO following its Roadshow event over the weekend. Later, author of “Ludicrous: The Unvarnished Story of Tesla Motors” Ed Niedermeyer joins to share his thoughts on Tesla ahead of earnings. Plus, we have the story on Cloudflare taking aim at AWS for its high prices.
Jul 26, 2021
Breaking Down Snap and Twitter Earnings, Intel CEO on the Quarter & Mark Zuckerberg and the Metaverse
00:42:48
Our anchors kick off this Friday morning with all the details on Intel, Snap and Twitter earnings reported after the bell yesterday. Then, RiverPark Funds Co-CIO Mitch Rubin is here to further discuss social media stocks. Next, CNBC’s Eunice Yoon covers the developing story on China’s crackdown on ed-tech with related stocks plummeting over 50 percent today. Plus, we hear from Intel CEO Pat Gelsinger on the quarter, the chip shortage and much more. We also have “Platformer” Editor Casey Newton join to discuss Mark and the metaverse after Newton’s recent interview with Mark Zuckerberg. Later, we have the story on delivery startup Gopuff set to close a $1 billion funding round valuing the company at $15 billion. And also, CNBC’s Phil LeBeau joins to interview Magna International CEO Swamy Kotagiri on the company’s recent acquisition of driver assistance supplier Veoneer.
Jul 23, 2021
Okta CEO on the Future of Work, HBO Max Chief Andy Forssell Post AT&T Earnings & Uber’s Latest Acquisition
00:44:26
Our anchors start off the morning with the latest street calls on Airbnb and Microsoft. Then, Nuveen CIO Saira Malik joins to share her top tech picks amid earnings season. Next, Okta CEO Todd McKinnon joins to discuss the future of work, cybersecurity and much more. Plus, we check-in on crypto following the B Word Conference’s kickoff yesterday. Later, HBO Max EVP and General Manager Andy Forssell is here to discuss the company’s growth and strategy following AT&T’s earnings report released this morning. Then, we preview what to expect from Intel earnings slated for after the bell today. We also have the details on Clubhouse scrapping its invite only model and opening its doors to all users. And later, Uber Freight CEO Lior Ron is here to speak about Uber’s acquisition of Transplace announced this morning.
Jul 22, 2021
Breaking Down Netflix Earnings, President Biden’s Nominee for DOJ Antitrust Chief & the Latest NFT Trend
00:44:16
Our anchors kick off the morning with all the details on Netflix’s earnings released last night. Then, Protocol Reporter Ben Brody joins to speak about President Biden’s nominee for Chief of the DOJ’s Antitrust Division. Brody first reported that the Biden Administration was considering nominating Jonathan Kanter back in April. We also have CNBC’s Dom Chu cover FANG stock valuations after Leon Cooperman stated he is still bullish on the names. Next, Evercore ISI’s Mark Mahaney joins to further break down Netflix’s earnings report. Plus, we cover digital collectible racehorses- the latest NFT trend. Later, we hear from Wall Street Journal Reporters and Authors of new book “The Cult of We,” which details Adam Neumann’s WeWork and its fall from a $47 billion valuation. And also, we hear from Carbon Health CEO Eren Bali on the company’s latest $350 million funding round.
Jul 21, 2021
Jeff Bezos Reaches the Edge of Space, Market Bounce Back & GlobalFoundries CEO on Intel Rumors
00:48:32
Our anchors kick off the morning with CNBC’s Mike Santoli on the broader market after yesterday’s sell-off. Then, CNBC’s Morgan Brennan has the story on Jeff Bezos’ trip to the edge of space ahead of his press conference. We also hear from GlobalFoundries CEO Thomas Caulfield on the Intel acquisition rumors and the company’s plans for an IPO. Then, we have the story on Apple pushing back its return to work plans amid a surge in coronavirus cases. Later, Cambria Investments’ Meb Faber joins to discuss where he sees opportunity following yesterday’s market drop. Next, CNBC’s Kate Rooney is here with all the details on Square’s newest traditional banking features. And don’t miss Jeff Bezos and the Blue Origin Crew speak about their space flight experience in a news conference.
Jul 20, 2021
Breaking Down the Market Sell-Off, President Biden vs. Social Media & Andreessen Horowitz Names Head of New Crypto Fund
00:43:22
Our anchors kick off the morning with CNBC’s Mike Santoli on the market drop and recent moves in mega-cap tech. Then, Wilmington Trust’s Meghan Shue joins to further break down the market sell-off today. Next, New York Times Contributor and “Sway” Podcast Host Kara Swisher joins to discuss President Biden’s criticism of social media due to its role in spreading vaccine misinformation. We also have Satori Fund’s Dan Niles weigh in on the market sell-off and where he is exiting positions. Later, CNBC’s Leslie Picker is here with the story on Bill Ackman’s Pershing Square Tontine dropping the deal to buy 10% of Universal Music. Then, CNBC’s Kate Rooney is here to interview Andreessen Horowitz Partner Arianna Simpson after she was promoted today to co-lead the firm’s latest $2.2 billion crypto fund.
Jul 19, 2021
Square Planning a New Platform, Pinboard Founder on the Chinese Tech Crackdown & Google Parts Ways with its Cloud VP
00:43:19
Our anchors, joined by guest anchor Joanna Stern from the Wall Street Journal, kick off this Friday morning with news on Square getting further into the crypto game. Then, Mizuho Managing Director Dan Dolev is here to speak about his latest research note claiming that buying Square is like buying J.P. Morgan in 1871. Next, Bernstein’s Stacy Rasgon joins to break down the latest on chip stocks as Intel explores a deal to acquire Global Foundries. Later, Pinboard Founder Maciej Ceglowski is here to discuss Chinese tech stocks and the broader crackdown in China. We also have all the details on Apple’s employees pushing back against the return to office. And later, CNBC Tech Reporter Jennifer Elias is here to cover the story on Google parting ways with its Cloud VP after he published a bizarre manifesto on LinkedIn.
Jul 16, 2021
Vinod Khosla on Big Tech’s Dominance, Aurora CEO Takes Autonomous Vehicle Startup Public & the Latest in Crypto
00:43:59
CNBC’s Mike Santoli joins our anchors this morning to outline where there may be fragility in the tech stock rally ahead of earnings. Then, CNBC’s Julia Boorstin is here with the stories on Netflix’s push into gaming and Facebook’s plans to pay content creators over a billion dollars by the end of next year. Next, Khosla Ventures Founder Vinod Khosla joins to discuss Big Tech’s dominance as companies like Apple make their way into new industries. Later, we have the details on Cathie Wood’s Ark Fund exiting positions in Chinese tech. Plus, CNBC’s Phil LeBeau is here to interview Aurora CEO Chris Urmson on the autonomous vehicle startup’s SPAC merger. Also, Castle Island Ventures Partner and Coin Metrics Co-Founder Nic Carter is here to talk all things crypto after the co-creator of Dogecoin tweeted his rationale for why he will not return to cryptocurrency.
Jul 15, 2021
All the Angles on Apple, Former Amazon Studios Head of Strategy on the Media Landscape & Exclusive Interview with Klarna CEO
00:42:03
Our anchors open today’s show with the latest on Apple. The tech giant’s stock pushing higher as it earns four bullish analyst notes and begins testing a buy now, pay later option for Apple Pay. Then, NorthmanTrader Founder Sven Henrich joins to discuss the tech sector as the Nasdaq reaches record highs. We also have Former Amazon Studios Head of Strategy Matthew Ball to share his thoughts on the streaming wars and the future of the media landscape. Later, we have an exclusive interview with Klarna CEO Sebastian Siemiatkowski to discuss competition with Apple over the buy now, pay later service. Plus, don’t miss the details on Cathie Wood’s valuation reset of Chinese tech stocks amid increased scrutiny in China. Also, CNBC’s Julia Boorstin is here to break down the latest battle between Facebook and the FTC. And later, we hear from Medtronic CEO Geoffrey Martha on advancements in healthcare tech.
Jul 14, 2021
Fintech vs. Financials, Exclusive Interview with San Francisco Fed President Mary Daly & Live Outside Elon Musk’s SolarCity Trial
00:43:06
Our anchors start off the morning on the battle between fintech and financials in light of bank earnings this week. The Production Board CEO David Friedberg joins to share his take on digital banking and the future of fintech. Then, CNBC’s Steve Liesman is here to interview San Francisco Fed President Mary Daly on inflation, Fed policy and much more. Later, Washington Post Tech Reporter Will Oremus joins live outside the courtroom where Elon Musk is defending Tesla’s 2016 acquisition of SolarCity. Also, CNBC’s Julia Boorstin is here with the story on the Female Founders Fund closing its third fund at $57 million. We also have CNBC’s Eamon Javers with details on the Biden Administration’s newest cybersecurity team members. Then, Arctic Wolf CEO Brian NeSmith joins to further discuss cyber threats and his cybersecurity company’s latest $150 million funding round.
Jul 13, 2021
Big Tech’s Big Boost, Dropbox CEO Drew Houston & Former TikTok CEO Kevin Mayer on China’s Crackdown
00:42:32
Our anchors start off this Monday morning with Plexo Capital’s Lo Toney on the Big Tech bounce back. We also have the details on China’s latest regulatory moves and Disney’s Black Widow film bringing in $60 million over the weekend just on Disney Plus. Then, we have Dropbox Co-Founder and CEO Drew Houston to discuss return to work and how the company’s redesigned offices allow for flexibility. Later, CNBC’s Julia Boorstin joins to interview Former TikTok CEO Kevin Mayer on the recent tech crackdown in China. Mayer, also a Former Disney Senior Executive Vice President, shares his thoughts on Disney Plus and the broader streaming space. Plus, CNBC’s Morgan Brennan has all the details on Sir Richard Branson’s out of this world trip yesterday and the wild moves in Virgin Galactic’s share price.
Jul 12, 2021
President Biden’s Executive Order Aimed at Big Tech, Benchmark General Partner Bill Gurley on Instawork’s Latest Funding Round & Exclusive Interview with SiriusXM CEO
00:43:58
CNBC’s Ylan Mui joins our anchors this Friday morning to cover the details of President Biden’s executive order targeting anticompetitive practices in Big Tech among other sectors. Then, Inside.com Founder and CEO Jason Calacanis joins to discuss the impact of this latest antitrust action. Calacanis, an early Robinhood investor, also shares his thoughts on Robinhood’s upcoming IPO. Next, FTC Commissioner Noah Phillips is here to further break down President Biden’s executive order and discuss antitrust regulation at large. Later, Benchmark General Partner and Instawork Investor Bill Gurley is here with Instawork CEO Sumir Meghani to discuss the company’s latest funding round. Gurley also shares his thoughts on the recent crackdown on tech companies in China. Plus, SiriusXM CEO Jennifer Witz joins CNBC’s Julia Boorstin in her first interview since taking the CEO role on January 1st. Then, CNBC’s Kate Rooney covers the performance of meme stocks and crypto, which headed in opposite directions over the past month.
Jul 09, 2021
Google’s Antitrust Battle, Breaking News From Instacart & Take-Two CEO Strauss Zelnick on the Gaming Ecosystem
00:41:59
Our anchors start off the morning with the market sell-off and details on Google’s latest antitrust battle. Personal Tech Columnist from the Wall Street Journal Joanna Stern joins to break down the potential impact from this most recent lawsuit against Google. Then, CNBC’s Kate Rooney is here to highlight the impact of China’s tech crackdown on venture capital investors. Founders Fund Partner Keith Rabois joins our anchors to further discuss the implications of China’s latest moves as well as antitrust pressure in the U.S. Plus, CNBC’s Deirdre Bosa breaks news from Instacart- the company naming Facebook’s Fidji Simo as its new CEO. Bosa speaks with both Simo and current Instacart CEO Apoorva Mehta about the transition and the future of the company. Later, Take-Two Interactive CEO Strauss Zelnick joins to discuss the state of the gaming ecosystem. And don’t miss CNBC’s Kristina Partsinevelos with an update on the recent lackluster performance of meme stocks.
Jul 08, 2021
Department of Defense Cancels $10 Billion JEDI Contract, Media Moguls Meet in Sun Valley & Exclusive Interview with Substack CEO Chris Best
00:44:05
This morning our anchors dive into the story on the Department of Defense cancelling the JEDI Contract that had pitted Microsoft and Amazon against each other. Then, Microsoft Board Member John Thompson and Rubrik CEO Bipul Sinha join to discuss the rise in ransomware cyberattacks including the latest attack affecting more than 1,000 companies across the globe. Next, we have SV Angel Founder Ron Conway share his thoughts on digital ad versus subscription-based models in online media. Plus, CNBC’s Julia Boorstin is live from Sun Valley with the latest in the media space as media moguls convene for a conference. CNBC’s Dom Chu also joins today to cover the recent performance of work from home names and where they may be headed. Later, Substack Co-Founder and CEO Chris Best joins in an exclusive interview to talk about the company’s business model and competition in the newsletter space.
Jul 07, 2021
Didi’s Downturn, Cyberattack Hits Over 1,000 Businesses & Alight CEO on Public Debut Today
00:44:04
Our anchors kick off the morning with Didi’s drop lower after China removed the company from its app stores. Early Didi Investor Christian Cadeo joins to further break down the recently public company’s downturn. Then, CNBC’s Eamon Javers is here to cover the latest massive cyberattack hitting more than 1,000 businesses over the weekend. We also have Cambria Investment Management Co-Founder and CIO here to talk all things retail investing and Robinhood ahead of Robinhood’s upcoming IPO. Later, CNBC’s Eunice Yoon joins live from Beijing with more details on Didi and China’s revised rules for listings overseas. Then, Pacaso Co-Founder and Palantir Board Member Spencer Rascoff is here to further discuss regulation in both China and the U.S. Plus, we have the story on Next Door- the social network for neighbors- announcing a deal to go public via SPAC. Later, Alight CEO Stephan Scholl joins our anchors live from the NYSE to speak about his company’s public debut via SPAC today.
Jul 06, 2021
Special Coverage of Amazon’s Transition - A Founder & CEO Like No Other, What We Learned From Robinhood’s S-1 Filing & Qualcomm’s New CEO Cristiano Amon
00:46:06
Our anchors present a special show today here on TechCheck diving into Amazon and Jeff Bezos’ legacy on his last day as CEO. But first, Margins Editor Ranjan Roy is here to break down what we learned from Robinhood’s S-1 filing. Then, Kleiner Perkins Chairman and Early Amazon Investor John Doerr joins our anchors to speak about the end of the Bezos era and what to expect from Amazon in the coming years as Andy Jassy takes over as CEO. Later, we also hear from Qualcomm’s new CEO Cristiano Amon on where he sees strong opportunity for growth. Then, CNBC’s Mike Santoli joins to break down how Amazon’s stock has traded over the last few years and what we can look forward to. Also, CNBC’s Julia Boorstin covers Amazon’s push into media with notable growth in three key areas. We also have the story on why shares of newly public company Didi are taking a tumble this morning. And later, CNBC’s Robert Frank covers the growth trajectory of Jeff Bezos’ fortune.
Jul 02, 2021
Second Half Playbook for Tech, Earnings Exclusive with Micron CEO & Astra CEO on Public Debut Today
00:42:26
CNBC’s Josh Lipton joins our anchors this morning from the Nasdaq in Times Square to wrap up tech’s first half of the year. Then, 8VC Founding Partner and Palantir Co-Founder Joe Lonsdale is here to give us his second half playbook. Later, Micron CEO Sanjay Mehrotra joins our anchors in an exclusive interview after the chip company reported an earnings and revenue beat. Also, “Goliath” Author Matt Stoller is here to discuss Amazon’s call for FTC Chair Lina Khan to recuse herself from Amazon-related antitrust cases. Then, CNBC’s Julia Boorstin covers the performance of CNBC’s Disruptor 50 Index and previews upcoming IPOs to watch for. We also have Astra CEO Chris Kemp to speak about the company’s public debut via SPAC today. Plus, we preview tomorrow’s show focusing on Amazon and Bezos’ legacy as he steps down as CEO.
Jul 01, 2021
Didi to Debut During IPO Rush, Slack CEO on the Future of Work & Facebook Takes on Newsletters
00:41:34
We kick off this morning previewing ride-hailing giant Didi’s upcoming market debut today amid an IPO rush of at least 17 companies going public. Big Ideas Ventures Managing Partner and Early Didi Investor Christian Cadeo joins to further break down the Didi IPO. Then, Slack CEO Stewart Butterfield is here to the discuss new tools the company released. Butterfield also shares his thoughts on the future of work and the hybrid work model. Later, Sequoia Partner Pat Grady is here to speak about the IPO landscape and SPAC slowdown. Also CNBC’s Julia Boorstin has the story on Facebook taking on Substack with its own newsletter feature “Bulletin.” Plus, LegalZoom CEO Dan Wernikoff joins our anchors to discuss the company’s IPO taking place at the Nasdaq today. And don’t miss Google and Microsoft calling off a truce, a double downgrade on Virgin Galactic and much more.
Jun 30, 2021
Facebook Joins the $1 Trillion Club, Didi’s Upcoming Market Debut & Former CISA Director on Cybersecurity Concerns
00:42:01
Our anchors kick off this morning with the story on Facebook hitting a $1 trillion market cap after dodging the FTC’s antitrust complaint. We bring in Former Facebook General Counsel and Chief Privacy Officer Chris Kelly to further discuss what the antitrust dismissal means for Facebook and big tech. Then, Former Uber SVP Emil Michael joins to speak about the highly anticipated Didi IPO set for tomorrow. Also, Cathie Wood ramps up her Bitcoin ambitions with an SEC filing for a new Bitcoin ETF. Later, Former Google Executive and Neeva CEO Sridhar Ramaswamy is here to discuss his company’s ad-free search engine, which directly competes with Google. Plus, we have the scoop on Etsy’s latest acquisition driving the stock price up 7 percent yesterday. Also, CNBC’s Leslie Picker joins live from the Aspen Ideas Festival to interview Former CISA Director Chris Krebs on cybersecurity amid an uptick in ransomware attacks this past year.
Jun 29, 2021
Bessemer Venture Partners’ Byron Deeter Gives His Take on Tech, Showdown of the $2 Trillion Companies & Crypto Crackdown Hits Binance
00:42:30
Bessemer Venture Partners’ Byron Deeter is here this Monday morning to share his take on investing in tech and software as the major averages are at record levels. Then, New York Times Contributor and “Sway” Podcast Host Kara Swisher joins our anchors to discuss the tech war between $2 trillion companies Apple and Microsoft. CNBC’s Meg Tirrell also has the story on shares of biotech company Intellia surging after a breakthrough in gene-editing technology. Later, Castle Island Ventures Partner and Coin Metrics Co-Founder Nic Carter joins our anchors to discuss the crypto crackdown as crypto exchange Binance faces a ban in the U.K. Then, CNBC’s Julia Boorstin has all the details on the box office making a comeback this past weekend. Plus, we have the story on Tesla recalling 285,000 cars in China due to issues with the vehicles’ cruise control system. And don’t miss CNBC’s Sal Rodriguez speak about his CNBC.com piece highlighting how much control Bytedance actually has over its app TikTok.
Jun 28, 2021
C3 AI CEO’s Work-From-Home Woes, the Most Under-Owned Stocks According to Citi’s Jim Suva & Chainalysis CEO on Latest Funding Round
00:44:03
Our anchors start us off this morning with the scoop on cloud stocks, Tesla’s recent moves higher and Netflix’s performance this year. Then, C3 AI CEO Thomas Siebel is here to share his thoughts on work-from-home versus return to office. We also have Citi Managing Director and Senior Tech Analyst Jim Suva give his take on the most under-owned stocks post-pandemic. CNBC Senior Tech Reporter Ari Levy joins us to speak about his piece on CNBC.com highlighting the VC winners from Confluent and Doximity’s IPOs yesterday. We also have the story on Ether’s drop lower this morning after a record number of Ether options expire today. Then, Chainalysis CEO Michael Gronager joins us to discuss the company’s newest funding round bringing its valuation to $4.2 billion. Plus, we cover the latest from Didi- the company targeting a valuation of up to $67 billion in its upcoming IPO at the NYSE.
Jun 25, 2021
BuzzFeed CEO on Upcoming SPAC Merger, ProPublica Reporter Exposes Peter Thiel’s Roth IRA Loophole & Microsoft Unveils Windows 11 Today
00:44:02
Our anchors kick off today’s packed show with CNBC’s Ylan Mui covering the latest on antitrust bills aimed at curbing big tech. Then, Index Ventures Partner Mike Volpi joins us to discuss top tech names following a second Nasdaq record close yesterday. Next, CNBC’s Kate Rooney is live from Rockdale, Texas with the story on Bitcoin mining migrating to the state. Also, CNBC’s Julia Boorstin is here to interview BuzzFeed CEO Jonah Peretti after the company officially announced a SPAC deal to take the media company public. We also have the reporter behind the ProPublica story detailing how Peter Thiel racked up billions using a Roth IRA loophole. Later, Confluent Co-Founder and CEO Jay Kreps joins us live from the Nasdaq as his company goes public via traditional IPO. Plus, we have Microsoft Corporate Vice President Yusuf Mehdi to break down the Windows 11 debut today.
Jun 24, 2021
Antitrust Ambitions, Former Walmart E-Commerce CEO Marc Lore Post-Prime Day & Sprinklr CEO on Market Debut
00:43:57
To kick off the morning our anchors take a deep dive into antitrust action and CNBC’s Ylan Mui is here with more details on antitrust bills in the works. Former Walmart E-Commerce CEO and Jet Co-Founder Marc Lore joins us to talk all things e-commerce after Amazon Prime Day finished up yesterday. We also have CNBC’s Dom Chu on the Bitcoin bounce back following yesterday’s drop. Later, Northman Trader Founder Sven Henrich joins to discuss the major averages after the Nasdaq hit a fresh high Tuesday. Then, CNBC’s Julia Boorstin covers the story on Facebook expanding its shops features. Plus, Sprinklr CEO Ragy Thomas joins from the NYSE as Sprinklr makes its market debut today.
Jun 23, 2021
Bitcoin Hanging on to $30,000, CommerceIQ CEO on Amazon Prime Day 2 & the Summer of Love with Tinder CEO Jim Lanzone
00:43:48
To start off the morning our anchors talk all things crypto with Bitcoin holding on to $30,000 after a stricter crackdown of cryptocurrency in China. Kindred Ventures Co-Founder Kanyi Maqubela joins the conversation to share his thoughts on the Bitcoin burn. Then, Fundstrat Global Advisors’ Tom Lee is here to further break down the volatility in crypto after previously predicting that Bitcoin would rise above $100,000 by the year’s end. Later, CommerceIQ CEO Guru Hariharan joins our anchors to discuss Amazon and e-commerce on Prime Day 2. Then, CNBC’s Dom Chu covers the recent performance of key tech stocks. Next, we break down the New York Times’ recent piece calling Alphabet CEO Sundar Pichai’s leadership into question. Plus, Tinder CEO Jim Lanzone joins us to speak about Tinder’s new video and social features heading into the summer.
Jun 22, 2021
Dan Niles’ Top Picks, Is Tether Crypto’s Black Swan? & DoorDash CEO on Getting Deeper into the Grocery Game
00:43:21
Our anchors kick off this Monday morning with breaking news from DoorDash – the company announcing a new partnership with Albertsons. Then, Satori Fund Founder Dan Niles joins to discuss where he sees investment opportunity following last week’s Fed meeting. Next, Inside.com CEO Jason Calacanis shares his thoughts on controversial cryptocurrency Tether. Also, CNBC’s Julia Boorstin covers television’s push into targeted advertising. Later, DoorDash CEO Tony Xu joins our anchors to discuss the company’s new partnership and ambitions in grocery delivery. Plus, we have a sneak peek of CNBC’s investigation into Amazon workplace conditions. And don’t miss CNBC’s Leslie Picker covering Activision Blizzard’s controversial Say-on-Pay vote with results to be released today.
Jun 21, 2021
Exclusive Earnings with Adobe CEO Shantanu Narayen, Roku Picking Up Stream & Exclusive Interview with Springhill Capital CEO Maverick Carter
00:43:06
CNBC’s Mike Santoli is with us this morning to break down the Dow drop and the latest moves in tech stocks. Our anchors also have the details on Facebook after Mark Zuckerberg outlined his vision for the future at the VivaTech Conference yesterday. Then, we have an exclusive interview with Adobe Chairman and CEO Shantanu Narayen following the company’s latest earnings report. Later, Waverley Capital Co-Founder and early Roku investor Daniel Leff is here to speak about Roku’s push into content and the future outlook of the company. Then, CNBC’s Kate Rooney has the scoop on cryptocurrency Tether climbing up the ranks. Plus, in a second exclusive interview Spinghill Capital CEO and Lebron James’ longtime business partner Maverick Carter joins us to discuss the future of their media business and how to improve diversity in corporations.
Jun 18, 2021
Platformer Editor Casey Newton on Facebook Cornering VR, 23andMe CEO on Public Debut Today & Google’s First Retail Store Opens in NYC
00:42:07
Platformer Editor Casey Newton joins us this morning to discuss his latest article diving into Facebook’s current cornering of the virtual reality market. We also have the scoop on Microsoft CEO Satya Nadella taking on an additional role as chairman of the board. Then, Cowen CEO Jeffrey Solomon joins us to speak about the IPO and SPAC market. We also have CNBC’s Meg Tirrell interview 23andMe CEO Anne Wojcicki on the company’s SPAC merger and market debut taking place today. Later, our anchors wrap-up the latest on tech companies in China with Bytedance seeing a revenue surge and Didi facing an antitrust probe ahead of its IPO. Also, Google is opening its first retail store in New York City today and we chat with CNBC’s Steve Kovach live from the storefront in Chelsea.
Jun 17, 2021
“The Margins” Ranjan Roy on the Latest in Social Audio, Gaming Stocks Lose Out & Is Pubmatic the Next Meme Stock?
00:44:03
To start off the morning, our anchors have the scoop on big tech critic Lina Khan’s confirmation as FTC Chair and Oracle’s moves after earnings. Then, CNBC’s Phil LeBeau has the story on new funding from Google and General Motors in autonomous driving and electric vehicles, respectively. We also have “The Margins” Co-Founder Ranjan Roy share his thoughts on Facebook and Spotify’s new social audio launches. Later, we give you all the details on Apple’s struggle with healthcare innovations. Plus, CNBC’s Steve Kovach is here to break down the most recent moves in gaming stocks after a disappointing E3. Then, Pubmatic Co-Founder & CEO Rajeev Goel joins the anchors to discuss the high short interest in his company’s stock as well as new privacy changes in advertising.
Jun 16, 2021
Luminar’s Latest Lidar Technology, New York Times Reporter on the Dark Side of Amazon & Thumbtack Valuation to $3.2 Billion
00:42:48
Plexo Capital Managing Partner Lo Toney joins us this morning to discuss the broader market and share his thoughts on J.P. Morgan. Then, Luminar Founder and CEO Austin Russell is here on the company’s latest design announcements seamlessly integrating lidar technology into cars, trucks and robo-taxis. Later, Sequoia Capital Partner Shaun Maguire joins our anchors to discuss the rise of BitClout and the broader cryptocurrency market. Also, New York Times reporter Karen Weise speaks to her latest article detailing the struggles faced by Amazon warehouse workers. Then, CNBC’s Courtney Reagan has the scoop on Whole Foods since it was acquired by Amazon four years ago. Plus, Thumbtack Co-Founder and CEO Marco Zappacosta joins after the company, which connects independent contractors to customers, secured new funding raising its valuation to $3.2 billion.
Jun 15, 2021
Game On with Microsoft’s Head of Gaming, Unity Software CEO on the Gaming Ecosystem & Verishop Unveils its Livestream Shopping Feature
00:42:57
Our anchors kick off this Monday morning with CNBC’s Phil LeBeau to discuss Lordstown Motors after the company’s CEO and CFO resigned. Then, Microsoft’s Head of Gaming Phil Spencer joins our anchors to speak about Microsoft’s new product announcements from E3 over the weekend, plus the company’s push to create a streaming device for gaming. We also have Wall Street Journal Columnist Laura Forman discuss her latest article on Facebook cutting investment returns for advertisers. Then, Arjuna Capital Managing Partner Natasha Lamb joins the conversation to speak about the latest in FAANG. Later, Unity Software CEO John Riccitiello is here to dive deeper into the gaming ecosystem and the latest from Microsoft and E3. Plus, Verishop Co-Founder and CEO Imran Khan joins us to share details on the company’s livestream shopping feature and discuss the broader e-commerce space.
Jun 14, 2021
Efficient Investing with Bessemer Venture Partners’ Byron Deeter, Tesla’s Model S Plaid Debut & Blockchain.com CEO on Crypto Latest
00:46:33
Our anchors kick off this Friday morning with details on an anticipated mega-IPO for Chinese ride-hailing giant Didi. Then, Bessemer Venture Partners’ Byron Deeter joins us to discuss efficient investing. We also have, “Ludicrous: The Unvarnished Story of Tesla Motors” Author Ed Niedermeyer sharing his thoughts on Tesla after the company debuted its Model S Plaid vehicle last night. Then, CNBC’s Dom Chu gives us the scoop on tech stocks driving divergence in value versus growth. We also have CNBC’s Julia Boorstin on bills in the works to keep big tech in check. Later, Blockchain.com Co-Founder and CEO Peter Smith joins us to wrap-up a big week for cryptocurrency. Plus, don’t miss the details on Netflix launching its first online store.
Jun 11, 2021
Apple vs. the Creator Economy, Affirm CEO Max Levchin on Partnership with Shopify & Monday.com Co-CEO Ahead of IPO Today
00:42:32
Cameo Co-Founder and CEO Steven Galanis and Fanhouse Co-Founder Jasmine Rice join us this Thursday morning to share their thoughts on the battle between content creators and Apple. Then, in a First on CNBC interview, Affirm CEO Max Levchin joins our anchors to speak about the company’s new partnership with Shopify. Later, CNBC’s Julia Boorstin has more details on Apple pressuring not just creators, but other industries as well. Plus, Dogecoin hits a home run with the Oakland A’s allowing Doge holders to buy tickets this season with the cryptocurrency. Then, CNBC’s Kate Rooney has the details on outgoing GameStop CEO George Sherman leaving with a hefty amount of shares. Later, Monday.com Co-CEO Eran Zinman joins us in another First on CNBC interview ahead of the company’s IPO today.
Jun 10, 2021
Meme Stock Madness, Earnings Exclusive with UiPath CEO & Strike CEO on El Salvador’s Bitcoin Law
00:44:15
DPCM CEO and Former Uber SVP Uber Emil Michael joins us this morning to share his thoughts on the meme stock trade, TikTok and Apple’s app store fees. Then, we have an earnings exclusive with UiPath CEO Daniel Dines to break down the company’s most recent earnings report. We also have CNBC’s Julia Boorstin on Facebook’s push into the creator economy and battle with Apple’s app store fees. Later, Strike CEO Jack Mallers joins us to speak about Strike’s partnership with El Salvador after the country passed new legislation to accept Bitcoin as legal tender. Also, CNBC’s Kristina Partsinevelos covers the meme stock names that have gone under the radar. Plus, CNBC’s Eamon Javers has the details on the Colonial Pipeline CEO testifying on the recent ransomware cyberattack.
Jun 09, 2021
Benchmark General Partner Bill Gurley on the IPO Market & Earnings Exclusives with Coupa CEO & Marvell Technology CEO
00:44:16
Benchmark General Partner Bill Gurley joins us this morning to discuss the current state of the IPO market and today’s top headlines. Then, Coupa CEO Rob Bernshteyn joins our anchors in an exclusive interview to discuss the company’s latest earnings report. We also have Daring Fireball Author John Gruber with us to share his thoughts on Apple’s Worldwide Developers Conference. And later, we have a second earnings exclusive with Marvell Technology CEO Matt Murphy. Then, CNBC’s Julia Boorstin previews Facebook’s first creator event to begin today. Plus, don’t miss an update on the ransom from the Colonial Pipeline cyberattack.
Jun 08, 2021
Apple’s Worldwide Developers Conference Kicks Off Today, MongoDB CEO on Earnings & Jeff Bezos’ Out of this World Announcement
00:44:16
WSJ’s Senior Personal Tech Columnist Joanna Stern joins us this morning to share her thoughts on Apple’s Worldwide Developers Conference kicking off today. Then, we hear from CNBC’s Mike Santoli on the race between “the ape and the tortoise” in the current market riddled with meme stock trades. Next, Production Board CEO David Friedberg joins to share his view on meme stocks. Later, CNBC’s MacKenzie Sigalos covers the latest bitcoin updates. We also have MongoDB CEO Dev Ittycheria to discuss the company’s first quarter earnings report. Plus, CNBC’s Morgan Brennan has the story on Jeff Bezos’ upcoming trip to outer space.
Jun 07, 2021
Earnings Triple Threat, Bill Ackman’s SPAC Nears a Deal & Live From the Bitcoin Conference
00:44:01
Satori Fund’s Dan Niles joins us this Friday morning to discuss meme stocks amid the AMC chaos. Then, Docusign CEO Dan Springer joins our anchors to break down the company’s latest earnings report. We also have the details on Bill Ackman’s Pershing Square SPAC targeting a merger with 10% of Universal Music Group. In a second earnings wrap-up, we have Asana CEO Dustin Moskovitz on the state of the company. And it’s an earnings triple threat with PagerDuty CEO Jennifer Tejada joining us to discuss her company’s earnings and outlook. Then, CNBC’s MacKenzie Sigalos is live from Miami at the Bitcoin Conference. Plus, we preview Apple’s Worldwide Developers Conference happening on Monday.
Jun 04, 2021
AMC’s Wild Ride, Endeavor CEO Post-Earnings & Twitter Blue Subscription Service
00:44:09
NYU Stern Finance Professor Aswath Damodaran joins us this morning to discuss the AMC sell-off following the company’s massive rally. Then, Endeavor CEO Ari Emanuel joins our anchors to break down the company’s earnings released last night. CNBC’s Julia Boorstin has the details on Twitter’s subscription service, Twitter Blue. We also have an update on Box and Dropbox – these stocks underperforming other high growth cloud names during the pandemic. Plus, would Apple have been a meme stock? We analyze the stock’s price history amid the recent meme stock rally. Later, CNBC’s Mike Santoli provides his reasoning for why AMC’s recent rally is not a short squeeze.
Jun 03, 2021
AMC Rally Ramps Up, Fidelity Global Macro Director Jurrien Timmer on Crypto & an Exclusive with Hewlett Packard Enterprise CEO
00:44:32
Pacaso Co-Founder & Chairman Spencer Rascoff joins our anchors this Wednesday morning to discuss the AMC rally boosted by the company’s Investor Connect announcement. Then, Fidelity Global Macro Director Jurrien Timmer shares his thoughts on the crypto market. Later, Hewlett Packard Enterprise CEO Antonio Neri joins us in an exclusive interview post-earnings. Plus, CNBC’s Julia Boorstin has the details on Facebook’s F8 developer conference kicking off today. We also cover stay-at-home names like Zoom post-earnings and Etsy following a recent deal to acquire Depop for $1.6 billion. And don’t miss the details on Lyft’s next generation e-bikes.
Jun 02, 2021
Cloudera Going Private, SoFi CEO on Market Debut Today & the Latest Cyberattack
00:44:20
Our anchors cover the IPO market, Cloudera going private and the latest in crypto this Tuesday morning. Then, The Margins Editor Ranjan Roy joins us to share his take on the recent meme stock rally and wage-driven inflation. Also, SoFi CEO Anthony Noto joins us to discuss SoFi’s public debut today via SPAC merger. Later, CNBC’s Eamon Javers has the story on a cyberattack targeting the world’s largest meat supplier. Plus, we have the scoop on supply chain pressure pushing up prices for Tesla vehicles. CNBC’s Kate Rooney also joins today to talk all things bitcoin as we kick off a new trading month. And our anchors tell you what to look out for when Zoom reports earnings after the bell today.
Jun 01, 2021
Morningstar’s Warning on Investing in Thematic Tech, Exclusive with Autodesk CEO Andrew Anagnost & AMC to the Moon
00:42:55
CNBC’s Bob Pisani joins us this Friday morning to explain Morningstar’s warning on investing in thematic tech. Then, our anchors chat about the recent run-up in AMC and a rare Apple downgrade by New Street Research. We also have CNBC’s Eamon Javers covering the latest details on Microsoft’s warning of a new hack. Autodesk CEO Andrew Anagnost joins us in an exclusive interview to discuss earnings. Then, CNBC’s Josh Lipton gives us the scoop on Box’s flare-up with Starboard Value. Our Jon Fortt reports on Apple marking its 20th anniversary in retail. Later, we are joined by CNBC’s Kate Rooney for more on AMC’s recent surge. And don’t miss Amazen booths – Amazon’s newest solution to promote worker wellness amid recent backlash.
May 28, 2021
Nvidia Post-Earnings, FireEye CEO on Cybersecurity Latest & Acorns CEO Joins on SPAC Announcement
00:42:55
Needham Managing Director Rajvindra Gill joins today to discuss Nvidia post-earnings. Then, CNBC’s Dom Chu covers the upswing in the FANG Plus Index. FireEye CEO Kevin Mandia joins to talk about how his company is leading customer adoption of cybersecurity amid recent data breaches at large companies. Later, we interview Acorns CEO Noah Kerner after Acorns announced today it will go public via SPAC, valuing the company at around $2.2 billion. Also, CNBC’s Kate Rooney updates us on the most recent meme stock rally costing short sellers around $1.8 billion. Then, CNBC’s Julia Boorstin interviews Relativity Space CEO Tim Ellis with Relativity Space coming in at number 23 on CNBC’s Disruptor 50 list. Plus, the latest details on Andy Jassy’s upcoming transition to CEO of Amazon.
May 27, 2021
Amazon Strikes a Deal with MGM, ZipRecruiter CEO on Direct Listing Today & Exclusive with Intuit CEO Post-Earnings
00:45:41
CNBC’s Julia Boorstin joins the anchors to discuss the deal of the day: Amazon buying MGM for $8.45 billion. Then, The Verge’s Editor-in-Chief Nilay Patel joins to break down the deal further. CNBC’s Wilfred Frost live from the New York Stock Exchange provides updates on the ongoing Senate Banking Committee Hearing. Then, CNBC’s Julia Boorstin returns to interview Clear CEO Caryn Seidman-Becker with Clear coming in at number 19 on CNBC’s Disruptor 50 List. We also have an exclusive interview with Intuit CEO Sasan Goodarzi after the company reported its earnings yesterday. Later, ZipRecruiter CEO Ian Siegel joins to discuss the company’s direct listing today. Plus, CNBC’s Kate Rooney has the latest details on the crypto craze and meme stocks.
May 26, 2021
CNBC’s Disruptor 50 List Debuts Today, Amazon and MGM Deal in the Works & Discord CEO Jason Citron
00:42:30
CNBC’s Julia Boorstin kicks off today’s show by discussing CNBC’s Disruptor 50 list out today. Then, CNBC’s Kate Rooney has the details on VC valuations hitting a record high in the first quarter. We also hear from 8VC Founding Partner and Palantir Co-Founder Joe Lonsdale on cryptocurrencies and the broader tech sector. Then, Mizuho Managing Director Gregg Moskowitz talks about his most recent note initiating Adobe with a buy rating. Recode Senior Editor Peter Kafka joins us to discuss the $9 billion Amazon and MGM deal currently in the works. CNBC’s Julia Boorstin re-joins the anchors later to interview Discord CEO Jason Citron with Discord coming in at number 3 on this year’s Disruptor 50 list. Then, our anchors cover the latest on Intel with Pat Gelsinger reaching 100 days as CEO. And has dogecoin inspired you to get a Shiba Inu dog? Don’t miss coverage of the cryptocurrency’s impact on this breed.
May 25, 2021
Apple vs. Epic Closing Arguments, Latest on the Chip Shortage & CNBC’s First NFT
00:42:42
Fundstrat Global Advisors’ Tom Lee joins us this Monday morning to talk about his latest research note and share his thoughts on the tech sector and crypto market. Then, New York Times Contributor and Pivot Co-Host Kara Swisher is back to help break down the Apple vs. Epic Trial with closing arguments going on today. CNBC’s Ylan Mui live from Micron’s manufacturing plant in Virginia has the story on the latest efforts to fix the semiconductor shortage. Later, CNBC’s Julia Boorstin previews CNBC’s annual Disruptor 50 List set to release tomorrow. Then, the auction is underway for CNBC’s first NFT benefitting Autism Speaks and the Council for Economic Education. And later, Bernstein Senior Research Analyst Toni Sacconaghi joins us to chat about Apple vs. Epic’s impact on Apple’s stock.
May 24, 2021
Two Exclusive Interviews with Microsoft CEO Satya Nadella and Snap CEO Evan Spiegel, Plus Tim Cook’s Apple vs. Epic Testimony
00:42:39
Microsoft CEO Satya Nadella joins us in an exclusive interview this Friday morning to discuss the company’s plans for returning to work. Then, CNBC’s Josh Lipton gives us fresh updates on the Apple vs. Epic trial with Apple CEO Tim Cook taking the stand today. Later, Snap CEO Evan Spiegel joins us in an exclusive interview following Snap’s latest product and feature announcements from its 2021 Partner Summit. CNBC’s Deirdre Bosa has the latest details on WeWork after the company reported a quarter one loss of over $2 billion ahead of its upcoming SPAC.
May 21, 2021
Crypto’s Comeback, Jam City CEO and Myspace Co-Founder Chris DeWolfe & Robinhood Allowing Investors to Buy IPOs
00:42:48

CNBC’s Mike Santoli joins us to talk the divergence in trading. Then, Morgan Stanley’s Head of Global Auto & Shared Mobility Research Adam Jonas shares his thoughts on how to value Tesla now that it’s caught up in the crypto craziness. Later, we hear from KeyBanc Managing Director John Vinh on his latest note upgrading Nvidia to overweight. Then, Pinboard Founder Maciej Ceglowski joins us to break down crypto’s latest moves and Elon Musk’s involvement. CNBC’s Julia Boorstin has a First on CNBC interview with Jam City CEO and Myspace Co-Founder Chris DeWolfe on his most recent venture. We also hear from CNBC’s Kate Rooney on Robinhood allowing investors to buy into IPOs. And later, CNBC’s Seema Mody explains Cathie Wood’s classification of Deere as a tech company.

May 20, 2021
The Crypto Crash, Barclays Chairman of Global Internet Banking on the Tech Sell-Off & Google’s President of Commerce on I/O Latest
00:43:06
Barclays Chairman of Global Internet Banking Bob Peck joins us this morning to talk tech volatility, IPOs and SPACs. Then, Google President of Commerce Bill Ready chats about Google’s latest announcements from its I/O developer conference. Later, we hear from Margins Co-Author Ranjan Roy on the crypto crash with Bitcoin falling to its lowest levels since January. The drop influenced by Elon Musk’s recent tweets on crypto’s environmental impact and a cryptocurrency crackdown in China. Then, CNBC’s Julia Boorstin covers Jefferies’ bullish outlook for Netflix. And CNBC’s Kate Rooney has the details on Coinbase’s drop lower amid the cryptocurrency craziness.
May 19, 2021
How to Play Tesla and EV Stocks, Top E-commerce Picks & Apple’s Delicate Dance with the Chinese Government
00:42:42
Defiance ETFs Chief Investment Officer and Tesla Shareholder Sylvia Jablonski joins us to chat about how to play Tesla after investor Michael Burry revealed a $530 million short on the stock. She also shares her thoughts on the EV space at large. CNBC’s Dom Chu tells you what to watch in cryptocurrency after Bitcoin bounced back this morning, only to turn lower as the day progressed. Also, New Enterprise Associates Venture Partner Ben Narasin shares his e-commerce picks in light of Walmart’s earnings report this morning. Later, CNBC’s Julia Boorstin gives us the latest details on Amazon looking to make an offer to buy MGM. CNBC’s Kate Rooney then takes us into the world of Wall Street Bets and covers the trending stocks in that space. Also, we hear from New York Times reporter Jack Nicas on his latest story covering Apple’s compliance with the Chinese government – including details on censorship, data sharing and banning apps. Later, Bank of America Semiconductor Analyst Vivek Arya joins us to share his top picks in the sector.
May 18, 2021
Mega Media Merger, Cryptocurrency Craze & a Twitter Subscription Service in the Works
00:42:45
NYT & CNBC Contributor Kara Swisher joins us this Monday morning to talk about the media merger between AT&T’s WarnerMedia and Discovery. She also shares her thoughts on Twitter’s pending subscription service, Twitter Blue. Then, SV Angel Founder Ron Conway joins us to chat about cryptocurrency amid large swings in the crypto market and Elon Musk’s impact. Later, CNBC’s Julia Boorstin gives us more details on the media merger and how it benefits both companies. Also, we update you on the Bill and Melinda Gates divorce. And later, CNBC’s Mike Santoli covers what you need to know about media stocks in light of this morning’s merger. Also, CNBC’s Josh Lipton has the latest details on the Apple vs. Epic trial, which continues this week.
May 17, 2021
Disney’s Streaming Subscriber Miss, Airbnb CEO Post-Earnings & The Latest on Ghost Kitchen Start-Ups
00:44:17
CNBC’s Julia Boorstin joins us to break down Disney’s latest earnings report. The company reporting an earnings beat, but a miss on subscribers and revenue yesterday. Then, Needham Managing Director Laura Martin gives her take on Disney and other FAANG names amid tech’s volatile run. CNBC’s Deirdre Bosa speaks with Airbnb Co-Founder and CEO Brian Chesky in a First on CNBC interview to break down the company’s earnings report and outlook as the economy reopens. Then, CNBC’s Kate Rooney gives us the scoop on Coinbase, which released its first earnings report since going public, and Dogecoin’s price boost after Elon Musk vows to work with Dogecoin developers to improve efficiency. Later, CNBC’s Kate Rogers has the latest details on a ghost kitchen start-up initiated by a group of former Uber executives. And then, Lazard Managing Director Dennis Berman focuses on the rise of digital subscriptions in light of Disney’s subscriber miss.
May 14, 2021
Bitcoin Bust, Applovin CEO on Earnings & the Buzz on Bumble with CEO Whitney Wolfe Herd
00:44:26
Founder of Bespoke Investment Group Paul Hickey joins us to chat about Apple and the broader tech sector. Then, CNBC’s Josh Lipton seeks out opportunity amid the dip in tech stocks. Later, Applovin CEO Adam Foroughi breaks down the company’s first earnings report since going public - the stock seeing a drop since its IPO in mid-April. And we get into all the latest details behind bitcoin’s big tumble since Elon Musk suspended cryptocurrency payments for Tesla cars, citing environmental concerns. Julia Boorstin also brings us Bumble Founder and CEO Whitney Wolfe Herd to discuss the company’s latest earnings report and outlook in what many are calling the upcoming “summer of love” as pandemic restrictions continue to ease. And CNBC’s Dom Chu zeroes in on the most crowded stocks outlined in a UBS note today. We also get to our Deirdre Bosa, who is breaking the news on Masterclass securing its latest funding round today.
May 13, 2021
Byron Deeter’s Tech Stock Picks, the Successes & Challenges Facing ARKK & the FuboTV & Unity CEOs
00:44:21
Bessemer Venture Partner Byron Deeter joins the TechCheck anchors to reveal his top tech picks, as the tech tumble rages on. Then, we ask Unity Software CEO John Riccitiello to weigh in on the Epic Games vs. Apple battle over the App Store’s fees, as the leader of a video game development company that benefits from the store’s visibility. CNBC’s Dom Chu then helps us break down the successes and challenges facing Cathie Wood’s Ark Invest Fund right now. And our Julia Boorstin brings us a First On CNBC interview with FuboTV’s CEO David Gandler after the company reported earnings that beat estimates and has seen significant subscriber growth since the beginning of the pandemic. We’ve got all that and gut checks on some of the biggest stock movers in tech right now.
May 12, 2021
The Tech Sell-Off Shaking the Industry, The Pipeline Attack Hackers Speak & ServiceNow CEO
00:42:13
Tom Lee of Fundstrat Global Advisors joins us amid the global tech sell-off to break down his thesis that tech stocks could drop up to another 7%. We’ve also got an exclusive with ServiceNow CEO Bill McDermott on his outlook for the software company amidst the sell-off and his plans for M&A (spoiler: none!). Eamon Javers then joins the rest of the TechCheck crew with the latest on the Colonial Pipeline hack. The hackers’ aim? Cash, not chaos. Biden is set to meet with Russian Pres. Putin on the cyber attack. We also cover the big moves Shopify and Roblox are seeing today. And lastly, Lucid Motors CEO Peter Rawlinson is with us on his decision to go public pre-production and the future of the EV space.
May 11, 2021
Kara Swisher Weighs in on Musk on SNL, Dogecoin Takes a Tumble & the Cloudflare CEO
00:45:44
After Tesla CEO Elon Musk’s highly-anticipated SNL hosting debut over the weekend, NYT Contributor and Pivot Co-Host Kara Swisher gives us her thoughts on how he did. TLDR: it was a win. The biggest thing in tech right now? We’re calling it as the software stocks taking a tumble today and Dogecoin’s negative response to Musk’s comments on the cryptocurrency during SNL. Lo Toney of Plexo Capital helps us break down those moves and how investors are reacting. Dom Chu takes us inside Nasdaq’s tough week (it’s on a major losing streak) and Eamon Javers reports on the cyber ransomware pipeline attack. Then, Cloudflare Co-Founder & CEO Matthew Prince joins the TechCheck gang to talk earnings and what he calls the “unparalleled amount of cyber activity going on in the world right now."
May 10, 2021
Amazon Sidewalk’s Latest Features & Partners, Dropbox CEO Post-Earnings & Our Exclusive with DraftKing’s CEO
00:42:50
Amazon’s Senior Vice President of Devices and Services David Limp joins us to unpack Amazon Sidewalk’s latest features and partnerships announced today and how the new technology competes with similar Apple products. Then, following Dropbox’s earnings, Dropbox Co-Founder & CEO Drew Houston joins us in an exclusive interview to discuss the company’s recent performance and future outlook as employees return to the office. Later, CNBC’s Dom Chu explores speculative tech’s recent slowdown, focusing on whether the Ark Innovation ETF will make a comeback after its dip in performance this year. Also, now you can send money directly to select users on Twitter through its new “tip jar” feature. And bet on DraftKings? CEO Jason Robins joins us in an exclusive interview to break down the company’s recent earnings report. Robins also discusses the company’s future outlook as more states look to legalize sports betting. Later, CNBC’s Josh Lipton highlights what we learned from week one of the Apple vs. Epic Trial.
May 07, 2021
Work-From-Home Stocks Losing Steam, General Atlantic CEO on Investing Strategy & Dell CEO on the Company’s Latest Technology
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CNBC’s Deirdre Bosa breaks down Uber earnings and explains why the stock slowed down today. Then, CNBC’s Leslie Picker joins for an exclusive interview with General Atlantic Chairman and CEO Bill Ford on the company’s investing strategy and where he sees opportunity. Ford also gives his take on IPOs, Uber and Airbnb. Then, CNBC’s Dom Chu checks in on your favorite work-from-home plays, some of which have lost steam since being on a tear during the pandemic. CNBC’s Julia Boorstin previews Roku, which is set to report earnings today after the bell, and highlights that the company’s response to its standoff with YouTube will be key to watch for. Later, Dell CEO Michael Dell joins us in an exclusive interview to explain the company’s latest technology and offerings.
May 06, 2021
Trump’s Facebook Ban Continues, Coursera CEO on First Earnings Report Since Going Public & Are Tech Stocks Resetting?
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CNBC’s Julia Boorstin chats with our anchors about the Facebook Oversight Board’s decision to uphold Trump’s Facebook ban. Evercore Head of Internet Research Mark Mahaney joins the conversation to further discuss Facebook’s new homework given by the Oversight Board to create better rules for suspending users. Then, Mahaney pivots to the latest Lyft news after the company reported a revenue and earnings beat yesterday. Later, CNBC’s Eamon Javers brings us Trump’s first reaction after learning of the Oversight Board’s ruling on his Facebook account. Later, Coursera CEO Jeff Maggioncalda joins us to break down Coursera’s first earnings report since going public. Then, are tech stocks resetting? CNBC’s Bob Pisani explores the selloff yesterday and tells us where tech stocks are headed. Former Cisco Systems CEO John Chambers adds more details on the tech sector and tells us where he sees opportunity. And would you take a vacation to outer space? CNBC’s Morgan Brennan shares the latest details on Blue Origin’s plans for space tourism.
May 05, 2021
Inside the Courtroom at the Apple vs. Epic Trial, Investor Garry Tan on his Anti-Amazon Thesis & the Gates Divorce
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NYT’s Erin Griffith gives us the inside scoop on the Apple and Epic Games trial after being front and center on trial day one. Then, investor Garry Tan provides us with his anti-Amazon thesis highlighting that “If Amazon is the empire, we like to fund rebels.” Tan, the first-ever Coinbase investor, also gives his take on the future direction of cryptocurrency. In light of the tech selloff today, CNBC’s Dom Chu zeroes in on the performance of small to mid-cap tech stocks since the start of the year. Later, listen to CNBC’s Julia Boorstin on the advertising wars heating up—not only are top tech companies competing in this space, but retailers like Walmart and Target are joining the fight as well. Also, more details on Bill and Melinda Gates splitting up after 27 years, including how they plan to split their fortune. And live from San Jose, CNBC’s Scott Cohn on what to expect from the Elizabeth Holmes’ trial set to begin today.
May 04, 2021
Apple & Epic Games Take to Court, Buffett’s Robinhood Comments & Chicago Cubs Chairman Tom Ricketts
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On the first day of Apple and Epic Games’ showdown in court over their app store monopoly dispute, NYT Contributor and “Sway” podcast host Kara Swisher joins us to weigh in on the many fronts of the battles Apple is waging and how sustainable they are. We also asked her about the Verizon sale of its Yahoo! and AOL media assets to Apollo Global Management, with the news of the $5 billion sale breaking this morning. Then, CNBC’s Kate Rooney reports on Warren Buffett’s controversial comments on the popular trading platform Robinhood at Berkshire Hathaway’s annual shareholder meeting on Saturday and his lack of commentary on the rise of bitcoin. Julia Boorstin then takes us inside Max Hodak’s decision to step down as President of Elon Musk’s brain-implant start-up, Nueralink. Speaking of Musk, the Tesla founder tweeting recently about his upcoming SNL hosting debut and asking for feedback on some sketch ideas. We’ve also got an interview with Chicago Cubs Chairman Tom Ricketts and retail start-up Enjoy’s CEO Ron Johnson on their SPAC merger. All that, plus the tech headlines you should know today on the show.
May 03, 2021
Recapping Big Tech’s Massive Week in Earnings, The Music Streaming Fight & BEEPLE
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Tech executive and big-time tech investor Keith Rabois joins us at the top of the show to talk the Amazon quarterly earnings that brought in over $100 billion in revenue. We also get his thoughts on the charges the EU just slapped on Apple over its app store breaking competition rules after Spotify launched a complaint at the tech giant in 2019. Then, an exciting interview with digital artist Beeple on his new spring NFT launch. You’ll remember he sold his NFT collage at Christie’s earlier this year for a whopping $69 million. We get all his thoughts on the growth of the NFT space in such a short amount of time and where it can go from here. We’ve also noticed a more easy-going social media presence from Jeff Bezos, as the world’s richest man is noticeably posting more and more on Instagram. We’re also covering the lack of gender diversity in the Venture Capital world, particularly this year, and Twitter’s miss in analyst expectations of its monetizable daily users for the quarter. And Julia Boorstin takes the rest of the TechCheck squad live to the reopening of the Disneyland theme park. Don’t miss all that and more of the biggest tech headlines.
Apr 30, 2021
Rivals Facebook & Apple Crush Their Earnings, Amazon’s Workplace Culture & Qualcomm’s CEO-Elect
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A massive day for mega cap tech: Apple and Facebook reported blowout earnings last night, in the midst of their privacy fight over the new iOS 14.5 software update. We cover what Tim Cook and Mark Zuckerberg had to say on their earnings calls. And the Qualcomm earnings are no slouch either—incoming CEO Cristiano Amon joins us for the first time on TechCheck to break down their quarter. On those Apple earnings, we had this to ask of our audience: what’s the bear case for this stock that just won’t quit? And who needs a reality check? Well, that would be Amazon, as LinkedIn names the company as the top place where Americans want to work, despite the company facing its biggest unionization effort at an Alabama warehouse earlier this month. More on the labor concerns and workplace culture at Amazon on the show today. Then, we’re joined by the CEO of one of the most successful SPACs— John Carrington of Stem. And Julia Boorstin joins the rest of the TechCheck gang to explain Verizon’s latest effort to potentially sell off Yahoo and AOL for about half what they bought them for not long ago. Don’t miss all this and more of today’s tech headlines.
Apr 29, 2021
Big Tech Earnings: Microsoft & Google, What Went Wrong For Spotify & Pinterest This Quarter & the Shopify President
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Microsoft and Alphabet reported earnings last night with clean beats, both banking big in reaching post-pandemic peaks. Ranjan Roy, one half of the duo behind the Substack tech newsletter “The Margins,” joins us to discuss the tech giants’ revenue growth, the future of Cloud and which companies are positioned well coming out of the pandemic. Then, Shopify President Harley Finkelstein makes his TechCheck debut to talk the company reporting better than expected earnings and revenue for its quarter, benefitting from the online shopping boom. We also jump into some of the earnings misses, covering Spotify’s tough day after earnings were reported. And Julia Boorstin details the slump in Pinterest’s subscriber growth, as pandemic restrictions are eased. Finally, Basecamp Co-Founder David Heinemeier Hansson comes on the show to address the pushback he’s received from Basecamp’s decision to ban political conversations at work. Listen in for that spirited conversation and all the tech movers of the day.
Apr 28, 2021
Tesla’s Record Earnings, The Latest in the Delivery and Driving Space & Adobe’s CEO
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Leaders of big name companies are joining us today to break down the latest in tech. We get Lyft Co-Founder John Zimmer’s thoughts on the ride-share app’s deal with Toyota to sell its sell-driving unit. DoorDash COO Christopher Payne joins in to talk the food delivery app’s news to lower the fees it charges restaurants. We also get hedge fund manager Dan Niles’ take on Tesla’s record Q1 earnings reported yesterday and his top picks, given the state of the industry right now. Not to mention the Twitter spats Elon Musk is fining himself in lately. Then, we’ve got an exclusive interview with Adobe CEO Shantanu Narayen on the company’s deal with FedEx to integrate its ShopRunner e-commerce service to help brands manage shipping and logistics. And our Julia Boorstin brings us an interview with ESPN Chairman on all the deals going on in the world of streaming and media distribution.
Apr 27, 2021
The Week to Come in Tech Earnings, The Latest in the Facebook vs. Apple Feud & Elon’s SNL Debut
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Big Tech has a BIG week in earnings, as most of the FAANG names report their Q1 numbers this week. Tech investor and Palantir Co-Founder Joe Lonsdale joins CNBC’s Carl Quintanilla, Jon Fortt & Deirdre Bosa today to talk his expectations for the biggest names in the industry. He also gave us his thoughts on Bitcoin after it’s tough week and rallying weekend. Kara Swisher is also back with us today to give her two cents on the latest in the Facebook vs. Apple privacy feud. We’re also covering GameStop letting CEO George Sherman walk away with millions and Tesla’s EV competition in China. Then, an interview with the Henrique Dubugras, CEO of fintech unicorn Brex, receiving a $7.4 billion valuation. And lastly, we ask our viewers to write a joke for Elon Musk’s upcoming SNL monologue in today’s #crowdsource. The most entertaining of answers air on the show.
Apr 26, 2021
A Look at Intel Earnings, Biden’s Tax Hike’s Implications for Tech & the Nextdoor CEO
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The biggest thing in tech today? Those Intel earnings—the stock is falling today despite earnings beating estimates. Then, we bring in investor Tim Draper to dish on his opposition to Biden’s capital gains tax hike proposal and his belief that Bitcoin is the future, as evidenced by his biting tweets yesterday. Draper believes that the tax increase could lead to the end of Silicon Valley as we know it. Then, we have an exclusive interview with Nextdoor CEO Sarah Friar. The social networking service is now available in a third of homes in North America. We also take a look at the stocks millennials are driving up and the hacker group going after Apple. And our Julia Boorstin recaps our Oscar pre-show livestream last night with some of the biggest names in Hollywood. Bringing you all that and other big tech headlines today.
Apr 23, 2021
Big Tech’s Big Lobbying Spend, Just Eat’s Spat w/ Uber & STEVE AOKI
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Big things today for TechCheck. The Verge’s EIC Nilay Patel joins us to talk Big Tech vs. Small Tech, just as app makers took to Capitol Hill to testify before Congress that they are “afraid” of tech giants like Apple and Google. Then, from the horse’s mouth: we get the scoop on what went down on Twitter yesterday between Uber CEO Dara Khosrowshahi and Just Eat’s CEO Jitse Groen from Groen himself. Our media and streaming expert Julia Boorstin brings us an interview with Sony Pictures CEO Tony Vinciquerra ahead of the Oscars this weekend. The entertainment company announcing a new streaming deal with Disney. And then… the legend that is Steve Aoki announces his new NFT project on our air. Listen for all that and much more tech news of the day.
Apr 22, 2021
The Aftermath of Apple’s Spring Event, Netflix’s Disappointing Earnings Day & the UiPath IPO
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There’s so much to cover in the aftermath of yesterday’s Apple ‘Spring Loaded’ event, we had to bring WSJ tech columnist Joanna Stern back to break down all the new products: from the iPad Pro to the new AirTags. She also gives us her take on the audio space that is starting to get crowded by big tech players. Then, one of the greats: Mark Mahaney of Evercore gives his outlook on Netflix, given their disappointing earnings report and decline in subscriber growth. We also hear from the Co-Founder & CEO of UiPath, with the cloud player going public in one of the biggest software IPOs today. Then, CNBC’s Senior Washington Correspondent Eamon Javers joins us with a report on the $50 million ransomware hack with Apple’s supplier as the target. We also get a look into Amazon’s new partnership with Dish to help launch their 5G network from David Brown, VP of Amazon Elastic Compute Cloud (EC2). Digging into all that and more of the tech headlines you should know today.
Apr 21, 2021
Looking Ahead to Apple’s ‘Spring Loaded’ Event, Netflix & IBM Earnings & ‘National Doge Day’
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It’s 4/20 and according to Dogecoin fanatics, it’s also ‘National Doge Day.’ As Bitcoin takes a hit, fans of the meme-based cryptocurrency are trying to send Doge to the moon. We discuss that and count down to Apple’s ‘Spring Loaded’ event with long-time investor and Zillow Co-Founder Spencer Rascoff. We also bring WSJ tech columnist Joanna Stern into the conversation to preview the expected product announcements from the Apple event. Julia Boorstin gives us a look into Netflix’s Q1 earnings reporting today after a record 2020 in subscriber growth. We also chat IBM earnings that beat expectations after a slowdown for the company in recent years. Then, CNBC Asia’s Eunice Yoon joins us live from Shanghai on the integration of the digital Yuan into transactions in China. All that and more of the biggest tech headlines of the day
Apr 20, 2021
Clubhouse’s $4B Valuation, Facebook’s Plan for Audio Domination & Sonos CEO Patrick Spence
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TechCheck kicks off week 2 with a jam-packed hour on audio news. Starting off with podcast extraordinaire Kara Swisher with her take on Clubhouse’s $4 billion valuation after its latest funding round, Facebook’s plan to launch a suite of audio products and Apple Music’s ‘one penny’ policy. Then, we go to Sonos CEO Patrick Spence, a leader in the audio space taking on big tech in an infringement suit against Google. We also cover the SPAC slump as some of those names begin to cool off after surging to new highs this year, Tesla finding itself in hot water after some concerning accidents and Julia Boorstin joins on the myriad ways Facebook and Apple are becoming rivals.
Apr 19, 2021
Capping off our Inaugural Week: an Exclusive with Airbnb CEO Brian Chesky, Jason Calacanis Weighs in on the Week in Debuts, The Reopening of Universal Studios Hollywood and so much more.
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We’re capping off our inaugural week packed with powerhouse guests and the top stories in tech with an exclusive interview with Airbnb CEO Brian Chesky. He discusses the future of work and his travel expectations post-Covid with our Deirdre Bosa. Plus, big time tech investor Jason Calacanis joins us to weigh in on the week of market debuts, Coinbase’s implications for crypto and Robinhood’s fight in Massachusetts. We’ve also got new product news coming up next week from Apple-we’re digging into customer loyalty to both Apple and Amazon remaining high. And our Julia Boorstin takes us live to Universal Studios Hollywood on re-opening day. CNBC’s Josh Lipton also joins to break down the chip stocks to invest in right now. That and so much more today on the show.
Apr 16, 2021
The Coinbase Hangover, Bezos Speaks on the Amazon Union Vote, the AppLovin’ IPO, Where in the World is Jack Ma? And much more.
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Lots to cover in tech today. We’ve got a packed show. We hit the biggest news of the day in tech with Kanyi Maqubela of Kindred Ventures. He gives us his take on Bezos’ comments to shareholders on the Alabama union vote defeat and the record-breaking Coinbase market debut yesterday. On the Coinbase front, the OG investor in the crypto platform Garry Tan joins on why he got in early and his initial belief in the company. Plus, we’ve got AppLovin CEO Adam Foroughi ahead of the IPO shaping up to be one of the largest this year. Finally, we’re tracking Jack Ma as he resurfaces for the first time since October with Financial Times reporter Ryan McMorrow.
Apr 15, 2021
Bitcoin’s Big Day: Coinbase Goes Public, an Exclusive Chat with Slack’s CEO and the Scoop on the Trump-Hosted GOP Retreat
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We’ve got a new show and we’re in the swing of things. Today on the show, CNBC’s Carl Quintanilla, Jon Fortt and Deirdre Bosa take a deep dive into the long-awaited Coinbase IPO and talk the future of crypto with Coinbase investor Ron Conway. Plus, we’ve got an exclusive interview with Slack CEO Stewart Butterfield, and Julia Boorstin joins to break down a CNBC.com scoop on the recent GOP retreat that brought together major donors and leaders at Trump’s Mar-a-Lago resort.
Apr 14, 2021
Twitter’s Former CEO Talks Tech’s Biggest Headlines, an Exclusive with Affirm’s CEO, and Facebook’s Plans for Speed Dating
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TechCheck Day 2! On our second day as a new show, CNBC’s Carl Quintanilla, Jon Fortt and Deirdre Bosa talk to Twitter’s Former CEO Dick Costolo about Grab, SPACs, valuations and how Bitcoin keeps climbing higher. Then, Affirm’s Founder & CEO Max Levchin weighs in on the future of payments and gives us a gutcheck after the company’s IPO earlier this year. We also hit the J&J news of the day and Julia Boorstin talks Facebook’s plan to delve deeper into the dating space.
Apr 13, 2021
TechCheck Liftoff: Big Day, Big Names in Tech, Big News
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CNBC’s TechCheck launches! BIG DAY, BIG NAMES IN TECH, BIG NEWS. CNBC’s Carl Quintanilla, Jon Fortt, Deirdre Bosa and Julia Boorstin talk to the powerhouses behind the BIG 3: Intel, Uber, and LinkedIn. Intel CEO Pat Gelsinger weighs in on the global chip shortage. Uber CEO Dara Khosrowshahi discusses March being the best month for gross bookings in the company's history. And LinkedIn Co-founder and CEO Reid Hoffman talks about crypto's massive rise, his NFT investments and shares his thoughts on Georgia’s new voting laws.
Apr 12, 2021
Introducing TechCheck
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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. Coming soon.
Apr 05, 2021