TechCheck

Our anchors begin today’s show with Verge Editor-in-Chief Nilay Patel and CNBC’s Steve Kovach discussing the one-year anniversary of Microsoft announcing plans to acquire Activision-Blizzard. Then, Mastercard CEO Michael Miebach offers his outlook for consumer demand, inflation and the reopening of China, and our Julia Boorstin takes a deep dive into media stocks with Netflix reporting earnings tomorrow. Next, NorthmanTrader Founder Sven Henrich offers his outlook for the Nasdaq, and CNBC’s Frank Holland reports on Walmart’s investments in tech to boost sales. Later, Bernstein analyst Mark Moerdler joins after naming Microsoft his top long-term recession pick. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC's Meg Tirrell sits down with Dr. Christiana Bardon, co-managing director of BioImpact Capital, one of the world’s largest dedicated biotech investment firms dedicated to oncology therapeutics. The two discuss biotech innovation and investment in the space going into 2023, progress in areas such as obesity and Alzheimer’s, and the current regulatory environment for the industry. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with Citi CEO Jane Fraser offering her outlook for rate hikes, inflation and consumer demand at the World Economic Forum’s annual meeting in Davos, Switzerland. Then, Requisite Capital Management Managing Partner Bryn Talkington shares her top tech mega-cap picks, and our Julia Boorstin reports on Disney firing back at activist investor Nelson Peltz. Next, Wells Fargo Chairman of Global Internet Investment Banking Bob Peck breaks down the current environment for M&A, and Splunk CEO Gary Steele weighs in on cybersecurity and the cloud. Later, Guggenheim Partners analyst John DiFucci joins after downgrading Microsoft to a sell rating. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with CNBC’s Bob Pisani breaking down the first wave of Q4 bank earnings, and CNBC’s Steve Liesman delivers new data on Federal Reserve remittances. Then, New York Magazine Editor-At-Large and “Pivot” podcast host Kara Swisher joins with her thoughts on a trio of CEOs: Disney’s Bob Iger, Microsoft’s Satya Nadella, and Tesla’s Elon Musk. Next, former Uber Chief Business Officer Emil Michael discusses stock-based compensation across gig economy companies, and CNBC’s Robert Frank covers the IRS delaying its tax-reporting rule for payment apps. CNBC’s Kate Rooney also reports on retail investors piling back into meme stocks, and Morgan Stanley Managing Director Brian Nowak also discusses whether AI chatbot ChatGPT will have a long-term impact on Alphabet’s margins. Later, VMware CEO Raghu Raghuram joins after the company was named to JUST Capital and CNBC’s annual “Just 100” list, and CNBC’s Steve Kovach covers Apple CEO Tim Cook taking a 40% pay cut. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with New York Times columnist Jim Stewart discussing billionaire investor Nelson Peltz’s activist firm launching a proxy fight against Disney. Then, OptionsPlay Chief Strategist Tony Zhang analyzes the impact of this morning’s CPI data on mega-cap tech, and CNBC’s Melissa Repko reports on Walmart’s new partnership with Salesforce. Next, CNBC’s Kristina Partsinevelos covers chipmaker TSMC’s latest results, and CNBC’s Frank Holland looks at e-commerce surging to start 2023. CNBC’s Frank Holland also explains why a dramatic drop in capital gains from IPOs, stock sales and options is weighing on California’s state budget. Later, CNBC’s Jennifer Elias covers Alphabet cutting staff in its health sciences unit, and cloud content management firm Box CEO Aaron Levie shares his outlook for the software sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with CNBC’s Dom Chu covering emerging themes in the Dow to start 2023, and Grasso Global CEO Steve Grasso joins with his take on Salesforce, Intel and Disney. Then, Barclays analyst Tim Long joins after cutting his estimates and price target on Apple, and Cowen Managing Director John Blackledge shares his outlook for digital advertising in the year ahead. Next, our Julia Boorstin announces that nominations have opened for CNBC’s annual Disruptor 50 list, and Lux Capital General Partner Deena Shakir looks at the latest trends in biotech. Later, CNBC’s Brandon Gomez takes a deep dive into some gig economy stocks on CNBC’s “Just 100” company rankings, and Acme Capital Founder Hany Nada discusses the potential for a recovery in tech names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC's Julia Boorstin and Brandon Gomez chat with 'Girls Who Code' and 'Marshall Plan for Moms' founder Reshma Saujani on the heels of JUST Capital's newly released 2023 list of 100 “most just” companies. Among the key issues identified in the U.S. across industries, paying a fair living wage remains the top-most prioritized issue for Americans for the third consecutive year. The trio will also discuss tech and other industry leaders who are addressing the wage gap through data transparency and how companies stack up when it comes to eliminating systemic barriers for hiring. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show breaking down the recent revaluation across tech stocks with CNBC’s Dom Chu and NYU Stern School of Business Professor Aswath Damodaran. Then, Medtronic CEO Geoffrey Martha discusses biotech advancements in 2023, and our Julia Boorstin explores potential catalysts for the media sector. Next, we cover crypto exchange Coinbase cutting 20% of its workforce with CNBC’s Kate Rooney and MoffettNathanson Partner Lisa Ellis. Later, Novartis CEO Vasant Narasimhan offers his outlook for health care, and CNBC’s Seema Mody reports on large institutional investors betting big on China. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with Annandale Capital Founder and Chairman George Seay discussing his outlook for Apple, Uber and crypto. Then, CNBC’s Steve Liesman shares data from the New York Fed showing a decline in inflation expectations, and UBS Global Wealth Management Equity Strategist David Lefkowitz shares his outlook on whether to invest in tech. Next, KraneShares CIO Brendan Ahern discusses China tech stocks rallying to start the year, and MKM Partners analyst Rohit Kulkarni shares his outlook for the IPO market in 2023. Later, our Julia Boorstin reports on Vince McMahon returning as CEO of WWE to explore selling the company. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC’s Julia Boorstin talks to Magic Leap CEO Peggy Johnson from the floor of the world's largest innovation event, the Consumer Electronic Show 2023 in Las Vegas, where the high-tech AR headset developer has a presence for the first time. Johnson discusses the announcement around certification of its flagship device, Magic Leap 2, now cleared for use in the operating room and clinical settings. They also chat about competition in the augmented reality space, drumming up wider mainstream interest in the consumer market, raising funds in the current investor landscape, and why Johnson thinks now is the time to embrace the “AR revolution.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with Trivariate Research Founder Adam Parker sharing his outlook for software and semis, and Nasdaq CEO Adena Friedman offers her thoughts on what to expect in the year ahead. Then, Needham analyst Bernie McTernan joins after naming Uber his top large-cap internet pick for 2023, and Amazon SVP of Devices & Services discusses the company’s latest slate of automotive tech gear. Next, The Trade Desk CEO Jeff Green weighs in on the broader environment for digital advertising, and our team debates the soaring valuation of ChatGPT creator OpenAI. Later, our Julia Boorstin covers aspects of the metaverse in focus at the Consumer Electronics Show in Las Vegas. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In a CNBC exclusive, Julia Boorstin speaks with Roku CEO Anthony Wood live from CES in Las Vegas about the launch of its own TV line, the impact from ad market headwinds, and outlook on consumer demands. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today with CNBC’s Steve Liesman discussing tech layoffs and cost cuts to start 2023. Then, our Julia Boorstin kicks off the show’s coverage from the Consumer Electronics Show in Las Vegas discussing on recession concerns at the conference, and AMD CEO Dr. Lisa Su joins with her outlook for the chip space. Next, CNBC’s Kristina Partsinevelos breaks down reports that Dell could be trying to phase out all semiconductors made in China by next year, and we take a deep dive into the broader cybersecurity landscape with CrowdStrike CEO George Kurtz and CISA Director Jen Easterly. Later, Qualcomm CEO Cristiano Amon shares his thoughts on innovation in chips. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with New Age Wealth Advisors Co-Founder Todd Gordon discussing Meta’s resurgence over the past few months. Then, CNBC’s Phil LeBeau sits down with automaker Stellantis CEO Carlos Tavares and Archer Aviation CEO Adam Goldstein for a conversation on the electric aircraft industry. Next, CNBC’s Steve Kovach takes a deep dive into share buybacks at Apple, and Bespoke Investment Group Co-Founder Paul Hickey offers his top ideas for the year ahead. Later, Big Technology newsletter author Alex Kantrowitz discusses Shopify’s push into online advertising, and Ritholtz Wealth Management Managing Partner Michael Batnick joins after predicting Jeff Bezos could return as Amazon CEO in 2023. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with CNBC’s Phil LeBeau and New Street Research analyst Pierre Ferragu discussing Tesla missing estimates for year-end deliveries. Then, we dive into what to expect from tech stocks in 2023 with CNBC’s Mike Santoli and BMO Wealth Management Chief Investment Strategist Yung-Yu Ma, and our Julia Boorstin reports on potential social media regulations in the year ahead. Next, Morgan Stanley analyst Keith Weiss joins with his outlook for software, and CNBC’s Pippa Stevens breaks down surging prices in Lithium used for the production of electric vehicles. Later, CNBC’s Kate Rooney shares the latest in the trial of FTX Founder Sam Bankman-Fried, and CNBC’s Seema Mody covers manufacturer John Deere’s investments in robotics, drones and artificial intelligence. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with CNBC’s Bob Pisani explaining why the tech sector could stage a comeback in 2023, and Optimize Advisors CIO Mike Khouw shares his top picks for the year ahead. Later, Wall Street Journal Senior Personal Technology Columnist Joanna Stern offers some predictions for new hardware that could be released in the near future, and former federal prosecutor Renato Mariotti joins with his expectations for the trial of FTX Founder Sam Bankman-Fried. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with Mark Asset Management CEO and Managing Partner Morris Mark explaining why Netflix and Disney are his top picks for 2023. Then, CNBC’s Steve Kovach covers what to expect from the metaverse next year, and Former Ford CEO Mark Fields discusses the broader market for electric vehicle sales. Next, we take a deep dive into the fintech space with CNBC’s Hugh Son and D.A. Davidson Managing Director Chris Brendler, and CNBC’s Yasmin Khorram reports on rising commercial real estate vacancies in San Francisco. Later, CNBC’s Frank Holland covers growing trends across the cybersecurity sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with GFM Focus Investing Co-Founder Anand Batepati sharing his bull case for Chinese tech stocks. Then, CNBC’s Steve Kovach and Cowen Managing Director Krish Sankar offer their outlook for Apple in 2023, and CNBC’s Kristina Partsinevelos breaks down some of the top movers on the Nasdaq. Next, CNBC’s Bob Pisani joins for a conversation on the broader IPO market, and Citi analyst Ygal Arounian shares his top picks across digital advertising and e-commerce. Later, trucking fleet management company Motive CEO Shoaib Makani discusses potential supply chain roadblocks for the year ahead. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors start today’s show with a check on Tesla as shares continue to drop sharply. Then, New Street Advisors Group Founder Delano Saporu joins to discuss where he’s finding opportunity in today’s tech market. Next, we cover new Big Tech regulation on the horizon with CNBC Contributor and “Big Technology” Founder Alex Kantrowitz. Also, we break down the holiday demand picture, looking at e-commerce names like Amazon with Jefferies analyst Brent Thill and the impact on chip stocks with Wedbush analyst Matt Bryson. Plus, CNBC’s Seema Mody joins to discuss why Chinese tech stocks are moving higher to start the morning. Later, we speak about Peloton’s demand issues and new discounts on refurbished bikes. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors kick off today’s show with Matrix Asset Advisors CIO David Katz to discuss why he’s bullish on tech despite an ugly 2022 for the sector. We also speak to Oppenheimer Analyst Timothy Horan who named Microsoft a top pick heading into the new year. Then, CNBC’s Kate Rooney joins with the latest details on Sam Bankman-Fried and the FTX saga. Later, we hear from Zscaler CEO Jay Chaudhry on the state of the cybersecurity industry. Plus, CNBC’s Jennifer Elias joins with her scoop on Google’s new performance review system. Also, Baird Analyst Colin Sebastian joins to break down why he cut estimates across the internet sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with Evercore ISI Head of Internet Research Mark Mahaney explaining his decision to cut price targets on Amazon and Alphabet, and CNBC’s Steve Kovach reports on YouTube clinching a media rights deal for NFL Sunday Ticket. Then, CNBC’s MacKenzie Sigalos shares the latest on Sam Bankman-Fried after FTX’s founder was extradited back to the U.S., and General Catalyst CEO Hemant Taneja shares his outlook for investing in AI and fintech. Next, we circle back to Sam Bankman-Fried with Guidehouse Partner Alma Angotti, who served as special counsel for both the SEC and FINRA. Later, CNBC’s Dom Chu covers the impact of the strengthening dollar on global tech stocks, and Wall Street Journal Senior Personal Technology Columnist Joanna Stern looks at all the tech hardware that was discontinued in 2022. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with Plexo Capital Founding Managing Partner Lo Toney discussing the e-commerce landscape for 2023, and MoffettNathanson analyst Sterling Auty joins with his top picks in software. Then, we take a deep dive into the state of big tech regulations with CNBC’s Ylan Mui and Platformer News Founder Casey Newton. Later, CNBC’s MacKenzie Sigalos covers FTX Founder Sam Bankman-Fried’s return to the U.S. to face criminal charges, and Wells Fargo analyst Steven Cahall outlines his favorite media stocks for the year ahead. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with CNBC’s Mike Santoli covering the market’s reaction to the Bank of Japan shifting policy on yields, and Big Technology newsletter author Alex Kantrowitz weighs in on what to expect from Amazon this holiday season. Then, KBW Managing Director Sanjay Sakhrani discusses Apple’s investments in fintech, and Wedbush analyst Taz Koujalgi joins after initiating coverage on software names including CrowdStrike, MongoDB and Okta. CNBC’s Steve Kovach also covers the ongoing battle between Meta and the FTC over antitrust concerns. Later, we dive into a pair of top chip picks for 2023 with Cowen Managing Director Krish Sankar and Needham analyst Rajvindra Gill. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with CNBC’s Mike Santoli analyzing the Nasdaq’s volatility heading into year-end, and Wedbush Securities Managing Director Sahak Manuelian offers his outlook for software and semiconductors. Then, CNBC’s Steve Kovach covers Elon Musk’s latest Twitter poll on whether he should step down as the platform’s CEO, and “Margins” Editor Ranjan Roy discusses opportunities ahead for Meta. Next, Citi Managing Director Ron Josey joins after naming Amazon his top Internet pick for 2023, and CNBC’s Kate Rooney reports that FTX Founder Sam Bankman-Fried plans to surrender himself to U.S. extradition. Later, Wall Street Journal reporter Gunjan Banerji discusses the state of retail trading, and Cowen Managing Director Doug Creutz explains why he named Take-Two Interactive his top gaming idea for 2023. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with BMO Wealth Management Chief Investment Strategist Yung-Yu Ma discussing how to navigate tech following yesterday’s massive sell-off, and Citi analyst Tyler Radke joins after naming Microsoft his top large-cap software pick. Then, our Jon Fortt shares highlights from his exclusive post-earnings interview with Adobe CEO Shantanu Narayen, and Battery Ventures General Partner Dharmesh Thakker weighs in on the current environment for M&A. Later, Cowen analyst Kevin Kopelman explains why he named Airbnb his best idea for online travel in 2023. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with NorthmanTrader Founder Sven Henrich offering his insight on the Fed announcing another 50-basis-point rate hike. Then, we cover Jefferies downgrading Snap to hold with our Julia Boorstin and the analyst behind that call, Brent Thill. Next, CNBC’s Steve Kovach looks at the big tech names hit hardest by this morning’s sell-off, and Satori Fund Founder Dan Niles weighs in on the turbulence roiling the markets. We also take a deep dive into the impact of Elon Musk’s Twitter takeover on Tesla with FullCycle Founder and Managing Partner Ibrahim AlHusseini and Oppenheimer analyst Colin Rusch. Later, Morgan Stanley analyst Joseph Moore and Cowen analyst Matthew Ramsay outline their top semiconductor stocks for 2023. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with CNBC’s Mike Santoli offering his thoughts ahead of another potential rate hike from the Fed this afternoon, and Wilmington Trust Head of Investment Strategy Meghan Shue discusses value opportunities in the cloud. Then, Goldman Sachs Managing Director Eric Sheridan joins after naming Uber his top pick for 2023, and CNBC’s Steve Kovach explains why millions in profits from Apple’s App Store could be at risk from a new EU law targeting big tech. Later, Former Commodity Futures Trading Commission Chairman Timothy Massad weighs in on crypto regulations, and Cloudflare CEO Matthew Prince shares his take on the broader cybersecurity sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

We spend today’s show covering new FTX CEO John J. Ray III testifying before the House Financial Services Committee on the crypto exchange’s collapse. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with CNBC’s Steve Liesman covering New York Fed data showing a decline in one-year inflation expectations, and Destination Wealth Management CEO and Founder Michael Yoshikami discusses M&A opportunities in tech. Then, Cowen analyst John Blackledge joins after naming Netflix his top large-cap pick for 2023, and CNBC’s Kate Rooney looks at the latest in crypto as FTX Founder Sam Bankman-Fried gets set to testify tomorrow before the House Financial Services Committee. Later, Former Tesla Board Member Steve Westly discusses Elon Musk’s Twitter takeover, and Mizuho Managing Director Dan Dolev outlines his top picks across fintech. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC's Carl Quintanilla breaks down the story of Spotify with the creative team behind Netflix series 'The Playlist' for the latest episode of digital interview series 'Binge.' Lead Writer Christian Spurrier and Director-Creator Per-Olav Sørensen share the challenges and extensive research involved in telling a story that's still unfolding, how Spotify co-founder and CEO Daniel Ek inspired the show's lead character, and why the tech founder fixture has captivated Hollywood producers and audiences alike. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with CNBC’s Steve Kovach covering the FTC suing Microsoft to block the company’s acquisition of Activision-Blizzard, and our Julia Boorstin reports on another high-profile set of hearings between Meta and the FTC. Then, Verge Editor-in-Chief Nilay Patel discusses the state of tech M&A, and DocuSign CEO Allan Thygesen joins as shares surge after beating the Street in Q3. Next, BMO Wealth Management Chief Investment Strategist Yung-Yu Ma takes a deep dive into opportunities in the chip space, and we circle back to the FTC’s lawsuit against Microsoft with CNBC’s Kayla Tausche. Later, we share highlights from the latest episode of our Carl Quintanilla’s “Binge” digital series with the creative team behind Netflix docu-drama “The Playlist,” and construction software firm Procore CEO Tooey Courtemanche offers his outlook for enterprise demand. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with CNBC’s Frank Holland covering the start of the “Salesforce World Tour” in New York City as CEO Marc Benioff delivers his keynote. Then, Bespoke Investment Group Co-Founder Paul Hickey weighs in on small-cap tech, and C3 AI CEO Tom Siebel breaks down the enterprise software provider’s latest results. Next, Wall Street Journal reporter Tim Higgins breaks down the impact of Elon Musk’s Twitter takeover on Tesla, and our Julia Boorstin looks at Disney Plus launching its new ad-supported tier. Later, CNBC’s Kayla Tausche reports on states banning TikTok on government devices, and HashiCorp CEO Dave McJannet joins after beating the Street in Q3. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC's Carl Quintanilla speaks to Al Gough and Miles Millar, creators, showrunners and executive producers of Netflix’s ‘Wednesday.’ They discuss how the series reimagines beloved ‘Addams Family’ member Wednesday as an angst-filled teenager, and how the show uniquely explores the notorious misanthrope's experiences at a supernatural boarding school all while navigating her emerging psychic abilities. The creators also open up about working with famed director Tim Burton, how the Netflix experience compares to their work on television mega-hit ‘Smallville’ and the unique challenges for storytellers developing and running a show in a streaming era. Recorded 11/25/22 Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with MongoDB CEO Dev Ittycheria discussing the software firm’s latest earnings, and CNBC’s Steve Liesman breaks down new data on investor sentiment from the All-America Economic Survey. Then, Oppenheimer Managing Director Jason Helfstein weighs in on regulatory headwinds affecting Meta, and CNBC’s Kate Rooney shares new reporting on life behind the scenes at FTX. Next, CNBC’s Kristina Partsinevelos breaks down the top Nasdaq movers of the morning, and Bank of America Managing Director Vivek Arya offers his outlook for domestic chip production following President Biden’s visit to TSMC’s construction site in Arizona. Later, CNBC’s Scott Cohn covers the upcoming sentencing of Former Theranos President Sunny Balwani, and SentinelOne Co-Founder and CEO Tomer Weingarten joins on the cybersecurity firm’s Q3 results. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with CNBC’s Mike Santoli analyzing the divergence in small-cap and mega-cap tech. Then CNBC’s Steve Kovach breaks down Microsoft offering Sony a 10-year deal for “Call of Duty” to be available on PlayStation if the company’s acquisition of Activision gets approved. Next, Cohesity CEO Sanjay Poonen weighs in on Salesforce’s C-suite shake-up, and New Street Advisors Group Founder and CEO Delano Saporu offers his outlook for growth tech. Later, CNBC’s Kristina Partsinevelos reports on President Biden traveling to visit chipmaker TSMC’s construction site in Arizona, and Bernstein Managing Director Stacy Rasgon joins to discuss the broader supply chain landscape for semiconductors. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with CNBC’s Steve Kovach and Seema Mody covering reports that Apple might be planning to accelerate production away from China. Then, Satori Fund Founder Dan Niles offers his outlook for cloud computing and software stocks, and Big Technology newsletter author Alex Kantrowitz discusses layoffs across big tech. Next, Jefferies analyst Brent Thill joins with a bear case scenario for Amazon, and CNBC’s Kristina Partsinevelos breaks down the Nasdaq’s top movers of the morning. Later, Circle CEO Jeremy Allaire explains why the crypto company called off its deal to go public, and CNBC’s MacKenzie Sigalos reports live from Africa’s first-ever Bitcoin conference. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with Verge Editor-in-Chief Nilay Patel discussing layoffs across tech, and CNBC’s Kate Rooney reports on the Department of Justice asking for an independent probe into the bankruptcy of FTX. Next, we talk Q3 results with PagerDuty CEO Jennifer Tejada and Smartsheet CEO Mark Mader, and our Julia Boorstin covers cost cutting measures affecting private companies on CNBC’s Disruptor 50 list. Later, Oculus Founder Palmer Luckey joins after Anduril, his defense technology start-up, reached a $7 billion valuation with a new funding round. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with CNBC’s Frank Holland covering Salesforce’s latest earnings as Co-CEO Bret Taylor announces plans to leave the software company. Then, CNBC’S Kate Rooney recaps FTX Founder Sam Bankman-Fried’s comments on the crypto exchange’s collapse at the New York Times DealBook Summit, and Microsoft Executive Vice President of Cloud & AI Scott Guthrie discuses innovations across the cloud sector. Next, CNBC’s Kristina Partsinevelos breaks down the latest wave of cost cuts and layoffs across tech, and VMware CEO Raghu Raghuram explains his multi-cloud strategy. Later, CNBC’s Ylan Mui brings us the latest headlines as the Senate Agriculture Committee holds a hearing on FTX, and Pure Storage CEO Charles Giancarlo discusses the data storage firm’s latest earnings beat and guidance. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with ServiceNow CEO Bill McDermott sharing his outlook for software as we kick off day three of Cloud Week, and CNBC’s Dom Chu breaks down the Street’s expectations ahead of Fed Chair Jerome Powell’s speech on the economy this afternoon. Then, HPE CEO Antonio Neri breaks down the enterprise edge-to-cloud company’s Q4 results, and Intuit CEO Sasan Goodarzi joins after delivering stronger-than-expected earnings. Next, our Julia Boorstin reports on Disney buying Major League Baseball’s remaining stake in streaming firm BAMTech, and CNBC’s Diana Olick covers Airbnb partnering with several major landlords to allow tenants to list their apartments. Later, CNBC’s Kate Rooney covers the shutdown of crypto exchange Bitfront, and CNBC’s Seema Mody looks at the impact of Covid lockdown protests in China on the broader markets. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with CNBC’s Steve Kovach and Bernstein analyst Toni Sacconaghi discussing Elon Musk taking aim at Apple’s relationship with Twitter. Then, our Julia Boorstin recaps Disney CEO Bob Iger’s town hall meeting with employees. Next, venture capital firm WndrCo Founding Partners Jeffrey Katzenberg and Sujay Jaswa join for a closer look at Iger’s return and the shifting media landscape, and our Jon Fortt shares highlights from his Cloud Week interview with Amazon Web Services CEO Adam Selipsky. Later, Emily Parker, author of “Now I Know Who My Comrades Are,” offers her perspective on internet activism in China, and CNBC’s Ylan Mui reports on a potential resolution to avert a nationwide rail strike. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with CNBC’s Eunice Yoon reporting on rare protests in China over the country’s “Zero Covid” approach, and CNBC’s Steve Kovach looks at companies with high exposure to China moving lower to start the morning. Then, Destination Wealth Management CEO and Founder Michael Yoshikami joins after naming Apple, Amazon and Disney as some of his top long-term picks, and CNBC’s Frank Holland breaks down sales forecasts for Cyber Monday. Next, Adobe Vice President of Growth Marketing & Insights Patrick Brown discusses e-commerce trends for the holiday season, and we circle back to the demonstrations in China with experts Gordon Chang and Ann Lee. Our Julia Boorstin also breaks down underwhelming box office numbers from Thanksgiving weekend, and CNBC’s Kate Rooney covers crypto lender BlockFi’s reported plans to file for bankruptcy. Later, enterprise software company Appian Founder & CEO Matt Calkins shares his outlook to kick off our annual Cloud Week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with CNBC’s Kristina Partsinevelos and CommerceIQ CEO Guru Hariharan on shopping trends to expect this Black Friday and beyond. Then, our Julia Boorstin covers social commerce picking up steam and Shopify President Harley Finkelstein joins for more on ecommerce expectations this holiday season. Next, CNBC’s Eunice Yoon joins from Beijing to provide an update on lockdowns in China and their impact on Apple. Also, JPMorgan Analyst Samik Chatterjee is here to further break down the headwinds Apple is facing in its key quarter. Later, Mizuho Analyst Dan Dolev covers what’s in store for fintech as holiday shopping ramps up. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with CNBC’s Dom Chu breaking down the market impact of layoffs, guidance cuts and negative sentiment across tech. Then, Wall Street Journal Senior Personal Technology Columnist Joanna Stern discusses the potential for a consumer slowdown affecting PC sales, and CNBC’s Eunice Yoon reports on protests at one of electronics manufacturer Foxconn’s plants in China. Next, CNBC’s Eamon Javers shares headlines from the first day of FTX’s bankruptcy hearing in Delaware, and CNBC’s Jennifer Elias covers fears of mass job cuts at Google. Wedbush Securities Managing Director Dan Ives also offers his outlook for Apple’s holiday demand, and our Julia Boorstin takes a deep dive into a few social media alternatives to Twitter. Later, fintech firm Klarna Co-Founder and CEO Sebastian Siemiatkowski weighs in on what to expect from e-commerce and retail heading into the end of 2022. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with CNBC’s Eamon Javers reporting on FTX’s first-ever appearance in bankruptcy court. Then, Baird analyst Will Power and Mighty Capital Founding Managing Partner SC Moatti join with their outlook for the software sector, and blockchain data platform Chainalysis CEO Michael Gronager joins to discuss FTX’s collapse. Next, we take a deep dive into the return of Disney CEO Bob Iger with our Julia Boorstin and Cowen analyst Doug Creutz, and CNBC’s Kristina Partsinevelos covers inventory concerns for chipmakers. Later, CNBC’s Frank Holland breaks down headwinds for UPS and FedEx as e-commerce volumes and consumer demand soften. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show covering Bob Iger’s return as CEO of Disney with Julia Boorstin and New York Magazine Editor-At-Large and “Pivot” podcast host Kara Swisher. Next, Morgan Stanley analyst Erik Woodring shares his outlook for hardware demand heading into Black Friday. Then, we circle back to Disney’s leadership change with CNBC’s Dom Chu and Big Technology newsletter author Alex Kantrowitz, and CNBC’s Kate Rooney joins after sitting down with FTX Founder Sam Bankman-Fried on the crypto exchange’s collapse. Later, Grow Investment Group Chief Economist Hao Hong weighs in on China tech after the country reported its first Covid death in six months. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with Cohesity CEO Sanjay Poonen discussing cybersecurity demand after Palo Alto Networks beat the Street in its latest earnings. Then, Wedgewood Partners CIO David Rolfe offers his bull case for Taiwan Semiconductor, and incoming Kraken CEO Dave Ripley offers an inside look at the crypto exchange as turmoil continues to overtake the digital currency landscape. Next, Bernstein analyst Mark Shmulik weighs in on calls for layoffs at Alphabet, and CNBC’s Kristina Partsinevelos breaks down chip equipment maker Applied Materials’ recent results. Later, our Jon Fortt shares highlights from his interview with Intel Executive Vice President and data center chief Sandra Rivera, and CNBC’s Scott Cohn reports on the upcoming sentencing of Theranos Founder Elizabeth Holmes. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with Needham analyst Rajvindra Gill breaking down chipmaker Nvidia’s Q3 earnings, and lodging platform Airbnb Co-Founder and CEO Brian Chesky discusses post-pandemic travel demand and price transparency for customers. Then, Sonos CEO Patrick Spence joins for a closer look at the audio equipment maker’s latest results, and our Jon Fortt shares highlights from his interview with software company Nutanix CEO Rajiv Ramaswami at CNBC’s Technology Executive Council. Later, CNBC’s Kayla Tausche reports on the Biden administration’s strategy for safeguarding access to critical products by investing in the supply chains of like-minded countries. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with IBM CEO Arvind Krishna sharing his outlook for enterprise demand, consumer spending, and M&A opportunities in an exclusive interview. Then, CNBC’s Ylan Mui reports on the House Financial Services Committee planning a hearing on the collapse of FTX, and digital asset investment group CoinShares CEO Jean-Marie Mognetti joins with his thoughts on the broader turbulence in the space. Next, MoffettNathanson analyst Michael Morton offers his take on the broader e-commerce landscape, and our Julia Boorstin covers FBI Director Chris Wray’s security concerns over TikTok. Later, we take a deep dive into the latest round of sweeping layoffs across big tech with CNBC’s Steve Kovach and RBC Managing Director Brad Erickson. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with CNBC’s Steve Liesman breaking down new data on household debt from the New York Fed, and CommerceIQ CEO Guru Hariharan weighs in on e-commerce trends after Walmart and Home Depot beat the Street in Q3. Then, UBS Managing Director Jason Katz joins with his bull case for cybersecurity, and CNBC’s David Faber shares breaking news on activist investor TCI Fund Management calling on Alphabet to cut costs. Next, CNBC’s Kate Rooney covers the latest in the collapse of crypto exchange FTX, and our Julia Boorstin takes a deep dive into media stakes revealed by major funds ahead of today’s 13F filing deadline. Barclays analyst Mario Lu also offers his take on discretionary consumer tech stocks, and CNBC’s Diana Olick shares new reporting on the risks imposed by climate change on data centers. Later, NYU Professor Arun Sundararajan discusses the importance of building effective and diverse workforces at CNBC’s Technology Executive Council Summit. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with CNBC’s Steve Liesman outlining new data from the New York Fed showing rising inflation expectations, and CNBC’s Kate Rooney brings us the latest in the fallout from the collapse of crypto exchange FTX. Then, our Julia Boorstin discusses the impact of FTX’s implosion on the broader ad markets, and Consumer Financial Protection Bureau Director Rohit Chopra weighs in on regulations for digital currencies. Next, BMO Wealth Management Chief Investment Strategist Yung-Yu Ma shares his top picks across chips and cybersecurity, and Susquehanna analyst Mehdi Hosseini joins after upgrading chip equipment maker ASML to positive. Later, CNBC’s Frank Holland reports on corporate layoffs in focus at AfroTech, the largest Black tech conference in the country. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.