
TechCheck
1,202 episodes — Page 16 of 25
MongoDB CEO Dev Ittycheria on Earnings Beat, Fmr. Theranos President Sunny Balwani Awaits Sentencing & SentinelOne CEO Tomer Weingarten on Q3 Results 12/7/22
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.
Breaking Down Salesforce’s C-Suite Shake-Up, The Case for Growth Tech & President Biden Visits TSMC’s Arizona Construction Site 12/06/22
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.
Bear Case Scenarios for Amazon, Circle CEO Jeremy Allaire on Reversing Decision to Go Public & Ghana Hosts Africa’s First-Ever Bitcoin Conference 12/5/22
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.
PagerDuty CEO Jennifer Tejada on Earnings, Smartsheet CEO Mark Mader on Q3 Results & Defense Tech Start-Up Anduril Reaches $7 Billion Valuation 12/2/22
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.
Salesforce Co-CEO Bret Taylor to Step Down, VMware CEO Raghu Raghuram on Multi-Cloud Strategy & Pure Storage CEO Charles Giancarlo on Earnings Beat 12/01/22
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.
ServiceNow CEO Bill McDermott Shares Cloud Outlook, HPE CEO Antonio Neri on Latest Results & Intuit CEO Sasan Goodarzi on Earnings Beat 11/30/22
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.
Elon Musk Takes Aim at Apple, AWS CEO Adam Selipsky on Cloud Outlook & Breaking Down Internet Activism in China 11/29/22
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.
Covid Lockdown Protests Sweep Across China, BlockFi Reportedly Plans to File for Bankruptcy & Appian CEO Matt Calkins Kicks Off Cloud Week 11/28/22
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.
Black Friday Ecommerce Expectations, Shopify President Harley Finkelstein & Apple’s Holiday Quarter 11/25/22
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.
HP Announces Layoffs, Diving into Apple’s Holiday Demand & Klarna CEO Sebastian Siemiatkowski Shares Black Friday Outlook 11/23/22
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.
FTX Makes First Appearance in Bankruptcy Court, Chainalysis CEO Michael Gronager on Crypto Turbulence & New Disney CEO Bob Iger Announces Restructuring Plans 11/22/22
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.
Bob Iger Returns as Disney CEO, Checking Consumer Demand Ahead of Black Friday & A Deep Dive into China Tech 11/21/22
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.
Palo Alto Networks Surges on Earnings Beat, Incoming Kraken CEO Dave Ripley on Crypto Turbulence & Covering the Upcoming Sentencing of Elizabeth Holmes 11/18/22
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.
Breaking Down Nvidia’s Q3 Earnings, Airbnb CEO Brian Chesky on Travel Demand & Sonos CEO Patrick Spence on Latest Results 11/17/22
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.
IBM CEO Arvind Krishna on Demand Outlook, CoinShares CEO Jean-Marie Mognetti on Crypto Turbulence & FBI Voices Security Concerns Over TikTok 11/16/22
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.
What to Expect from Black Friday E-Commerce, Activist Investor Calls for Cost Cutting at Alphabet & Data Center Face Risks from Climate Change 11/15/22
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.
FTX Collapse Impacts Ad Markets, CFPB Director Rohit Chopra on Crypto Regulations & Finding Value in Chips and Cybersecurity 11/14/22
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.
CNBC Special: Crocodile Of Wall Street & The Battle Over Billions In Stolen Bitcoin 11/11/22
CNBC takes you inside one of the largest crypto currency heists in history and delivers a revealing look at the investigation to recover $3.6 billion dollars in bitcoin. Hosted by Eamon Javers. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Galaxy Digital CEO Mike Novogratz & Shark Tank Investor Kevin O’Leary on FTX Collapse 11/11/22
Our anchors begin today’s show with CNBC’s Kate Rooney and crypto exchange OKX Managing Director Lennix Lai discussing FTX’s decision to file for bankruptcy. Then, Galaxy Digital CEO Mike Novogratz joins with his firm bracing to lose nearly $77 million linked to FTX, and SEC Commissioner Hester Peirce discusses ways to regulate the crypto industry. Next, FTX investor and O’Leary Ventures Chairman Kevin O’Leary discusses the platform’s collapse and his outlook for digital currencies, and Citi analyst Joseph Ayoub weighs in on what the FTX crisis means for crypto-related stocks. Later, our Julia Boorstin discusses a string of new executive departures at Twitter. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
October CPI Data Sends Tech Soaring, FTX CEO Sam Bankman-Fried Faces Possible Bankruptcy & Unity CEO John Riccitiello on Q3 Results 11/10/22
Our anchors begin today’s show with Wall Street Journal reporter Gunjan Banerji breaking down October’s cooler-than-expected CPI data sending tech surging, and CNBC’s Frank Holland breaks down the WisdomTree Cloud Computing ETF’s best-ever trading day. Then, Satori Fund Founder Dan Niles weighs in on the broader market rally, and CNBC’s Kate Rooney brings us the latest on FTX as CEO Sam Bankman-Fried faces potential bankruptcy. Next, crypto exchange Bitstamp’s U.S. CEO Bobby Zagotta joins with his take on the fallout from the FTX saga. CNBC’s Mike Santoli and Wilmington Trust Head of Investment Strategy Meghan Shue also take a closer look at the Nasdaq’s gains to start the morning, and Unity CEO John Riccitiello discusses the video game software company’s Q3 results. Later, Newcomer Substack author Eric Newcomer joins for more on the collapse of FTX, and our Julia Boorstin checks in on media stocks responding positively to cooling inflation. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Akamai CEO Tom Leighton on Q3 Results, eToro U.S. CEO Lule Demmissie on Binance-FTX Deal & Gen CEO Vincent Pilette on Earnings 11/9/22
Our anchors begin today’s show with Production Board Founder and CEO David Friedberg covering newly announced layoffs from Meta and crypto exchange Binance’s plans to acquire rival platform FTX. Then, our Julia Boorstin takes a deep dive into Disney’s latest earnings miss, and Akamai CEO Dr. Tom Leighton joins with a look at the cybersecurity and cloud company’s performance in Q3. Next, we circle back to Disney and Meta with MoffettNathanson Co-Founder Michael Nathanson, and crypto exchange eToro’s U.S. CEO Lule Demmissie explains what the Binance-FTX deal means for the broader digital currency landscape. Later, Gen CEO Vincent Pilette joins to cover the cybersecurity company’s recent results and decision to change its name from NortonLifeLock. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Microsoft Gaming CEO Phil Spencer on Holiday Season Demand, Binance Announces Plans to Buy FTX & FCC Chairwoman Jessica Rosenworcel on Media Landscape 11/8/22
Our anchors begin today’s show with Oppenheimer analyst Martin Yang discussing the latest results from Activision and Take-Two Interactive, and Microsoft Gaming CEO Phil Spencer shares his outlook for the space heading into the holiday season. Then, Union Square Advisors Co-Founder Ted Smith weighs in on M&A opportunities in tech. Next, CNBC’s Kate Rooney delivers breaking news on crypto exchange Binance announcing plans to buy rival firm FTX, with analysis from Slow Ventures General Partner Sam Lessin and MoffettNathanson Partner Lisa Ellis. Later, our Jon Fortt shares highlights from his conversation this morning with FCC Chairwoman Jessica Rosenworcel at the Paley International Council Summit. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Apple Warns of iPhone 14 Shipment Slowdown, Truist Downgrades Tech Sector & GoDaddy CEO Aman Bhutani on Q3 Results 11/7/22
Our anchors begin today’s show with Moor Insights & Strategy CEO Patrick Moorhead discussing Apple warning of a major slowdown in iPhone 14 shipments. Then, CNBC’s Steve Kovach covers reports that Meta could be planning large-scale layoffs, and Truist Co-CIO Keith Lerner explains why he downgraded the entire tech sector. Next, Verge Editor-in-Chief Nilay Patel previews upcoming gaming earnings from Take-Two Interactive and Activision, and CNBC’s Seema Mody breaks down the top beneficiaries of investments in domestic chip manufacturing. We also take a closer look at global competition in semiconductors with “Chip War” author Chris Miller, and CNBC’s Frank Holland analyzes last week’s brutal losses for cloud stocks. Later, GoDaddy CEO Aman Bhutani takes a deep dive into the internet services platform’s Q3 results. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
A Trio of CEOs on Quarterly Results: Twilio’s Jeff Lawson, Expedia Group’s Peter Kern & Microchip Technology’s Ganesh Moorthy 11/4/22
Our anchors begin today’s show with Wolfe Research Managing Director Darrin Peller breaking down earnings from fintech names Square and PayPal, and Twilio Co-Founder and CEO Jeff Lawson takes a deep dive into the enterprise software firm’s latest results and guidance. Next, Expedia Group CEO Peter Kern discusses the travel platform beating the Street in Q3, and we continue our earnings coverage with Microchip Technology CEO Ganesh Moorthy. Later, our Julia Boorstin looks at shares of Warner Brothers Discovery plunging after missing on revenue for the quarter, and CNBC’s Becky Quick recaps key headlines from Tesla CEO Elon Musk’s appearance at the Baron Investment Conference in New York City. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Confluent CEO Jay Kreps on Earnings, Robinhood Beats Estimates in Q3 & Equinix CEO Charles Meyers on Latest Results 11/3/22
Our anchors begin today’s show with Wells Fargo Chairman of Global Internet Investment Banking Bob Peck sharing his outlook for tech on the heels of yesterday’s Fed rate hike. Then, our Julia Boorstin breaks down Roku’s latest results sending shares lower, and Confluent Co-Founder and CEO Jay Kreps discusses the data management firm beating the Street in Q3. Next, CNBC’s Dom Chu covers tech names that could be at risk from more rate hikes moving forward, and CNBC’s Kate Rooney reports on trading platform Robinhood’s quarterly figures. Later, CNBC’s Ylan Mui takes a deep dive into PayPal Co-Founder Peter Thiel’s multimillion-dollar investment in the campaign of Republican Arizona Senate candidate Blake Masters, and Equinix CEO Charles Meyers joins as shares soar on the data center company’s results. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
ZoomInfo CEO Henry Schuck on Q3 Results, White House Cyber Czar Anne Neuberger on Ransomware & Chegg CEO Dan Rosensweig on Earnings Beat 11/2/22
Our anchors begin today’s show with CNBC’s Kristina Partsinevelos breaking down chipmaker AMD’s latest earnings, and CNBC’s Dom Chu analyzes several key tech stocks that have rallied and fallen since the last Fed rate hike. Next, our Julia Boorstin discusses FCC Commissioner Brendan Carr calling on the U.S. government to ban TikTok, and CNBC’s Frank Holland covers Bank of America’s double downgrade on enterprise software firm Twilio. Then, ZoomInfo Founder and CEO Henry Schuck weighs in on the software company’s latest results, and Piper Sandler analyst Harsh Kumar offers his take on the volatility affecting semiconductor stocks. Later, CNBC’s Eamon Javers shares highlights from his interview with White House Cyber Czar Anne Neuberger, and Chegg CEO Dan Rosensweig takes a deep dive into the education platform beating estimates in Q3. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Uber Beats the Street in Q3, SoFi CEO Anthony Noto on Results & Previewing AMD’s Upcoming Earnings 11/1/22
Our anchors begin today’s show with Needham analyst Bernie McTernan discussing Uber beating the Street in Q3, and Destination Wealth Management CEO and Founder Michael Yoshikami weighs in on how to judge winning investments across big tech. Then, SoFi CEO Anthony Noto breaks down the personal finance firm’s latest results, and our Julia Boorstin reports on Disney+ testing an initiative giving subscribers access to certain Disney merchandise. Next, Goldman Sachs Managing Director Eric Sheridan explains what Uber’s Q3 means for gig economy names like Airbnb, DoorDash and Lyft, and CNBC’s Kristina Partsinevelos covers what investors should watch for as some of the biggest names in chips post earnings. Later, RXO CEO Drew Wilkerson offers a closer look at the truck brokerage business spinning off from freight transportation company XPO Logistics. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Onsemi CEO Hassane El-Khoury on Earnings, Previewing Uber’s Results & Anchorage Digital Announces Partnership with Apollo Global Management 10/31/22
EOur anchors begin today’s show with CNBC’s Mike Santoli taking a deep dive into the market setup for the week ahead, and 645 Ventures Co-Founder Nnamdi Okike shares his insight on big tech’s growth story. Then, our Julia Boorstin looks at growing concerns about misinformation and hate speech on Twitter since Elon Musk bought the platform, and Onsemi CEO Hassane El-Khoury discusses the chipmaker’s Q3 results. Next, Citi Managing Director Ron Josey previews this week’s earnings from Uber and DoorDash, and CNBC’s Eunice Yoon covers reports of Foxconn employees fleeing a Covid lockdown at one of the electronics manufacturer’s plants in China. Later, Anchorage Digital Co-Founder Diogo Mónica breaks down the crypto asset platform’s new partnership with Apollo Global Management. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Elon Musk Takes Over Twitter, Intel CEO Pat Gelsinger on Earnings & Apple’s Results Beat the Street 10/28/22
Our anchors begin today’s show with CNBC’s Steve Kovach breaking down Apple’s latest earnings beat, and our Julia Boorstin joins with insight as Elon Musk takes over Twitter. Then, Intel CEO Pat Gelsinger breaks down the chipmaker’s Q3 results and perspective on the broader sector, and Needham analyst Laura Martin shares her thoughts on opportunities in big tech. Later, we take a second look at Apple’s quarter with Bank of America analyst Wamsi Mohan, and CNBC’s Diana Olick reports on tech firms cutting costs by leasing less real estate. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Meta Plunges on Q3 Earnings Miss, Elon Musk Nears Twitter Deal & Previewing Apple’s Upcoming Results 10/27/22
Our anchors begin today’s show with Julia Boorstin and Platformer News Founder Casey Newton taking a deep dive into Meta’s Q3 earnings miss and Elon Musk nearing a deal to buy Twitter. Then, CNBC’s Steve Kovach and Cowen Managing Director Krish Sankar preview Apple’s results after the bell, and Bernstein analyst Mark Shmulik joins for a closer look at Mark Zuckerberg’s investments in the metaverse. Later, CNBC’s Kate Rooney reports on high-net-worth individuals finding buying opportunities in crypto, and CNBC’s Kristina Partsinevelos covers chipmakers that stand to benefit from increased spending on the metaverse. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Microsoft and Google Sink on Results, A Deep Dive Into E-Commerce & Mobileye CEO Amnon Shashua on Today’s IPO 10/26/22
Our anchors begin today’s show with RBC analyst Rishi Jaluria and Evercore ISI Head of Internet Research Mark Mahaney weighing in on the latest earnings and guidance from Microsoft and Alphabet. Then, our Julia Boorstin breaks down Spotify’s Q3 results, and supply chain solutions firm Manhattan Associates CEO Eddie Capel offers his outlook for e-commerce heading into the holidays. Next, Wall Street Journal Senior Personal Technology Columnist Joanna Stern takes a deep dive into Snap CEO Evan Spiegel’s recent comments on the metaverse, Apple’s privacy changes and more. Our Jon Fortt also shares highlights from his recent interview with Labor Secretary Marty Walsh and Education Secretary Miguel Cardona. Later, CNBC’s Kristina Partsinevelos discusses the latest quarterly figures from chipmaker Texas Instruments, and Mobileye CEO Amnon Shashua joins after the self-driving tech business went public on the Nasdaq. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Volatility Rattles Chinese Tech, Meta Releases Quest Pro VR Headset & Venmo Launches on Amazon 10/24/22
Our anchors begin today’s show with Verge Editor-in-Chief Nilay Patel taking a look at what to expect when Alphabet and Microsoft report earnings after the bell. Then, Grow Investment Group Chief Economist Hao Hong offers his insight on the volatility in Chinese tech names, and our Julia Boorstin reports on the release of Meta’s new Quest Pro VR headset. Next, Mark Asset Management CEO and Managing Partner shares his bull case for Meta, and CNBC’s Frank Holland breaks down data analytics company Qualtrics’ latest results. CNBC’s Kate Rooney also covers PayPal launching access to Venmo on Amazon, and J.P. Morgan Global Head of Payments Takis Georgakopoulos weighs in on opportunities in fintech. Later, our Julia Boorstin returns to preview music streamer Spotify’s earnings this afternoon. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Altimeter Capital Calls on Meta to Cut Costs, Growth Headwinds for Microsoft & Previewing Apple’s Earnings 10/24/22
Our anchors begin today’s show with Julia Boorstin covering activist investor Altimeter Capital calling on Meta to reduce headcount and limit its investments in the metaverse. Then, MoffettNathanson Senior Managing Director Michael Nathanson looks ahead to a massive series of big tech earnings on the horizon, and NorthmanTrader Founder Sven Henrich offers his outlook for the current bear market rally. Next, CNBC’s Eamon Javers shares new reporting on investments in artificial intelligence made by Former Google CEO Eric Schmidt while chairing a federal commission on AI. Later, CNBC’s Steve Kovach breaks down growth headwinds affecting Microsoft ahead of earnings this week, and Evercore ISI analyst Amit Daryanani previews Apple’s upcoming results. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Snap Shares Plunge on Q3 Results, Mercedes-AMG Petronas F1 Team Principal Toto Wolff on Motorsport Growth & Flexport Co-CEO Ryan Petersen on Supply Chain Pressures 10/21/22
Our anchors begin today’s show covering Snap’s Q3 revenue miss with Platformer News Founder Casey Newton and Big Technology newsletter author Alex Kantrowitz. Then, Canaccord Genuity analyst Kingsley Crane joins with his outlook for Datadog after upgrading the software company to a buy rating, and CNBC’s Steve Kovach takes a deep dive into the impact of currency headwinds on big tech names posting results. Next, we share highlights from our Deirdre Bosa’s interview on the international growth of F1 racing with Mercedes-AMG Petronas Team Principal Toto Wolff and CrowdStrike CEO George Kurtz. Later, we dive back into Snap with UBS analyst Lloyd Walmsley, and our Julia Boorstin recaps her conversation with Flexport Co-CEO Ryan Petersen on decreasing supply chain challenges. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
IBM’s Earnings Beat the Street, Tesla’s Revenue Misses in Q3 & A Deep Dive into Digital Advertising 10/20/22
Our anchors begin today’s show breaking down IBM’s Q3 earnings with MoffettNathanson Partner Lisa Ellis, and Oppenheimer analyst Colin Rusch shares his take on the latest results from Tesla. Then, our Julia Boorstin and Plexo Capital Founding Managing Partner Lo Toney take a deep dive into the digital ad space, and Satori Fund Founder Dan Niles shares his outlook for the broader market volatility. Next, CNBC’s Kristina Partsinevelos reports on the impact of U.S. chip restrictions on China for semiconductor equipment maker Lam Research. Later, our Julia Boorstin returns for a closer look at AT&T as shares surge after posting a beat on the quarter. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Netflix Surges on Q3 Beat, The Bull Case for Enterprise Software & Previewing Tesla’s Earnings 10/19/22
Our anchors begin today’s show with Julia Boorstin and Cowen analyst John Blackledge breaking down Netflix beating the street in Q3, sending shares surging. Then, BMO Wealth Management Chief Investment Strategist Yung-Yu Ma shares his bull case for enterprise software, and CNBC’s Dom Chu highlights the top Nasdaq gainers of the morning. Later, we take another look at Netflix’s ad-supported tier with Mobile Dev Memo Founder Eric Seufert, and CNBC’s Phil LeBeau previews today’s earnings from Tesla after the bell. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Adobe CEO Shantanu Narayen on Figma Acquisition, Previewing Netflix’s Q3 Earnings & Apple Unveils New iPad 10/18/22
Our anchors begin today’s show with Adobe CEO Shantanu Narayen offering his outlook for the broader macro environment and the company’s plans to acquire design platform Figma. Then, Bank of America analyst Nat Schindler looks ahead to Netflix’s earnings after the bell, and Arjuna Capital Managing Partner Natasha Lamb shares her top picks across big tech. Next, Needham analyst Charles Shi joins with his growth projections for chipmaker TSMC, and CNBC’s Steve Kovach covers Apple unveiling a slate of new products. Later, CNBC’s Eamon Javers shares new reporting on one of the largest alleged crypto laundering schemes of all time. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
LA Clippers Owner Steve Ballmer on New Streaming Service, Netflix Earnings on Deck & Mastercard’s Crypto Trading Program for Banks 10/17/22
Our anchors begin today’s show with CNBC’s Mike Santoli breaking down the morning’s massive rebound for the Nasdaq, and Los Angeles Clippers Owner and Chairman Steve Ballmer discusses the team’s new direct-to-consumer streaming service. Then, our Julia Boorstin reports on Fox and News Corp potentially exploring a re-merger after splitting in 2013, and Citi Managing Director Jim Suva joins with his bull case on Apple. Later, New Street Advisors Group Founder and CEO Delano Saporu weighs in on the biggest tech earnings of the week ahead, and CNBC’s Kate Rooney covers a new program from Mastercard allowing banks to offer crypto trading to clients. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Banks Kick Off Earnings Season, Apple’s Push to Buy NFL Sunday Ticket & Bernstein Ranks Meta Top Pick 10/14/22
Our anchors begin today’s show with CNBC’s Mike Santoli breaking down the start of earnings season, and Verge Editor-in-Chief offers his take on Apple’s push to buy NFL Sunday Ticket. Then, Former Cypress Semiconductor CEO TJ Rodgers discusses U.S. chip restrictions on China, and Wilmington Trust Head of Investment Strategy Meghan Shue offers her outlook for how to invest amid the ongoing volatility. Later, CNBC’s Kate Rooney breaks down the recent flood of private equity dollars into Latin America, and Bernstein analyst Mark Shmulik joins after ranking Meta as his top pick. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
TSMC Cuts Capital Expenditures, Breaking Down the Travel Demand Environment & White House Council of Economic Advisors Chair Cecilia Rouse on Inflation 10/13/22
Our anchors begin today’s show with CNBC’s Mike Santoli breaking down the latest CPI data coming in hotter than expected, and Satori Fund Founder Dan Niles shares his thoughts on how to play the volatility in tech. Then, CNBC’s Kristina Partsinevelos reports on chipmaker TSMC cutting capital expenditures, and Morgan Stanley analyst Erik Woodring discusses the current environment for hardware demand. Later, Airbnb CFO Dave Stephenson offers his outlook for travel demand improving, and we take a deeper dive into the morning’s inflation report with White House Council of Economic Advisors Chair Cecilia Rouse. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Microsoft Unveils New Surface Products, The Case for VR in Elder Care & TripActions CEO Ariel Cohen on $300 Million Funding Round 10/12/22
Our anchors begin today’s show with Morgan Stanley Chief Investment Officer Mike Wilson offering his outlook for equities through the rest of 2022, and Evercore ISI Head of Internet Research Mark Mahaney discusses current valuations across big tech. Next, CNBC’s Kate Rooney takes a deep dive into crypto regulations, and we take a deep dive into Microsoft’s new updates and Surface products with the company’s Corporate Vice President of Modern Life & Devices Yusuf Mehdi. Then, CNBC’s Dom Chu breaks down a slew of tech names hitting all-time lows this week, and Engine Gaming & Media Executive Chairman Tom Rogers makes his case for the use of VR in elder care. Later, TripActions Co-Founder and CEO Ariel Cohen joins after the business travel firm completed a $300 million funding round. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nasdaq Falls to Lowest Levels Since July 2020, Meta Launches New VR Headset & PagerDuty CEO Jennifer Tejada on Women in Leadership 10/11/22
Our anchors begin today’s show with CNBC’s Steve Liesman sharing data from the New York Fed showing a sharp decline in one-year inflation expectations, and CNBC’s Mike Santoli breaks down the Nasdaq falling to its lowest levels since July 2020. Next, Madrona Venture Group Managing Partner Matt McIlwain offers his outlook for e-commerce, and our Julia Boorstin joins as she launches her new book – “When Women Lead” – on the advantages of female leaders. Then, Wall Street Journal Senior Personal Technology Columnist Joanna Stern previews what to expect from Meta’s upcoming high-end VR headset, and CNBC’s Robert Frank reports on Meta CEO Mark Zuckerberg’s massive wealth losses on the year. Later, CNBC’s Contessa Brewer also reports live from the Global Gaming Expo in Las Vegas, and our Julia Boorstin returns for a conversation with one of the leaders profiled in “When Women Lead,” PagerDuty CEO Jennifer Tejada. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Finding Value in Semiconductors, Twitter Locks Out Kanye West for Antisemitic Content & White House Cyber Czar Chris Inglis on Threat Landscape 10/10/22
Our anchors begin today’s show with Bedrock Capital Founder Geoff Lewis sharing his outlook for how to play the current volatility, and Cowen Managing Director offers his top picks in semiconductors. Then, Platformer News Founder Casey Newton discusses content moderation on Twitter, and BNP Paribas Asset Management Chief Market Strategist Daniel Morris weighs in on the potential for a major tech rally. Next, CNBC’s Eamon Javers sits down for an interview with White House Cyber Czar Chris Inglis, and CNBC’s Frank Holland covers the turbulence hitting cloud stocks. Later, CNBC’s Steve Kovach reports on iPhone demand heading into the holiday season. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
AMD Cuts Revenue Guidance, Tech Plunges on September Jobs Report & Chinese EV Makers Push to Gain Share in Europe 10/7/22
Our anchors begin today’s show with CNBC’s Steve Kovach breaking down chipmaker AMD’s decision to cut revenue guidance for the quarter. Then, Rosenberg Research Chief Strategist David Rosenberg and Citi U.S. Equity Strategist Scott Chronert offer their take on Fed rate hikes, September’s jobs report from the Bureau of Labor Statistics and more. Next, CNBC’s Frank Holland reports on FedEx forecasting lower holiday volume than expected, and CNBC’s Kayla Tausche shares details on two new federal rules restricting the export of certain semiconductors to China. We also circle back to AMD’s sales outlook with Wedbush Securities analyst Matt Bryson, and Bernstein analyst Richard Clarke joins after initiating coverage on Airbnb with an outperform rating. Later, CNBC’s Eunice Yoon covers the push by Chinese EV makers to gain share in Europe. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Elon Musk Delays Twitter Deposition, What to Expect from Q4 Hardware Sales & Google Pixel 7 Smartphone Launches 10/06/22
Eur anchors begin today’s show with Julia Boorstin breaking down the latest drama in Elon Musk’s potential deal to buy Twitter, and Goldman Sachs Managing Director Eric Sheridan discusses the broader digital ad market. Next, Wall Street Journal Senior Personal Technology Columnist Joanna Stern offers her perspective on what to expect from hardware sales in Q4, and Index Ventures Partner Mike Volpi weighs in on potential M&A in the cloud space. Later, Fitbit Co-Founder and Google VP James Park joins on the launch of Google’s Pixel 7 and Pixel 7 Pro smartphones. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Tech Gives Back This Week’s Gains, Elon Musk Offers to Buy Twitter & A Deep Dive into Crypto Crime 10/5/22
Our anchors begin today’s show with Bespoke Investment Group Co-Founder Paul Hickey and Crossmark Global Investments CIO Bob Doll weighing in on what to expect from valuations and a potential recession. Then, MoffettNathanson analyst Sterling Auty offers his outlook for the software sector. Next, CNBC’s Robert Frank and Wharton School of Business Professor Americus Reed break down Elon Musk’s offer to go through with his purchase of Twitter. Later, CNBC’s Kayla Tausche reports on President Biden’s response to OPEC cutting oil production targets, and CNBC’s Kate Rooney takes a deep dive into crime across the crypto industry. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Ark Invest CEO Cathie Wood on Inflation, Crypto & Tesla 10/4/22
Our anchors start today’s show with NYU Stern School of Business Professor Aswath Damodaran offering his outlook for valuations at current levels, and CNBC’s Leslie Picker reports on the state of the IPO market in Q3. Then, Ark Invest Founder & CEO Cathie Wood offers her outlook for inflation, cryptocurrency and her recent major investment in Tesla. Later, our Julia Boorstin reports on a series of new tools and formats unveiled by Meta, and Citi Managing Director Ron Josey weighs in on potential Q4 challenges for Amazon. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
What to Expect from Tech in Q4, Mobileye Files for IPO & Kim Kardashian Settles SEC Crypto Charges 10/3/22
Our anchors begin today’s show with CNBC’s Bob Pisani breaking down key themes dominating the market to start Q4. Then, Kindred Ventures Managing Partner Kanyi Maqubela offers his outlook for the broader markets and the upcoming IPO of self-driving tech company Mobileye. Next, CNBC’s Phil LeBeau covers Tesla shares falling after posting a miss in its Q3 production and delivery numbers, and CNBC’s Kristina Partsinevelos breaks down the day’s top losers and laggards to kick off the new quarter. Our Julia Boorstin also reports on Kim Kardashian paying $1.26 million to settle SEC charges for failing to disclose a payment she received for promoting a crypto asset, and Neuberger Berman Senior Portfolio Manager Eli Salzmann shares his bull case for value stocks. Later, CNBC’s Kate Rooney recaps a brutal stretch for fintech names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
New Texts Released in Elon Musk-Twitter Saga, WisdomTree Unveils Blockchain-Enabled Fund & Sheryl Sandberg’s Last Day at Meta 9/30/22
Our anchors begin today’s show with Mark Asset Management CEO and Managing Partner Morris Mark offering his outlook for mega-caps following a brutal week for big tech. Then, our Julia Boorstin and “Margins” Editor Ranjan Roy break down recently released text exchanges from Elon Musk showing the drama behind the Tesla CEO’s deal to buy Twitter. Next, we take a deep dive into WisdomTree’s new blockchain-enabled fund with Founder and CEO Jonathan Steinberg, and CNBC’s Kate Rooney looks at retail sentiment reacting to falling shares of Apple and Tesla. Later, CNBC’s Phil LeBeau reports on Tesla’s artificial intelligence day to attract new talent, and our Julia Boorstin covers Sheryl Sandberg’s final day as COO of Meta. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
A Deep Dive Into Streaming, Breaking Down Amazon’s Latest Product Releases & ZoomInfo CEO Henry Schuck on Software Demand 9/29/22
Our anchors begin today’s show taking a deep dive into the private markets and IPOs with Battery Ventures General Partner Dharmesh Thakker, and CNBC’s Frank Holland breaks down a new CFO survey on remote work. Then, Lazard Managing Director Dennis Berman weighs in on the broader streaming landscape, and Wedbush Securities Managing Director Sahak Manuelian joins with his bull case for cybersecurity and mega-cap tech. Next, our Jon Fortt shares highlights from his Fortt Knox interview with Amazon SVP of Devices and Services David Limp on the e-commerce giant’s latest releases, including a new sleep tracker and Kindle. Later, ZoomInfo Founder and CEO Henry Schuck shares his outlook for the software sector amid the current turbulence. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.