
TechCheck
1,202 episodes — Page 17 of 25
Apple Pulls Back iPhone 14 Production Increase, The Bull Case for Google Cloud & Netflix Surges on Atlantic Equities 9/28/22
Our anchors begin today’s show with Plexo Capital Founding Managing Partner Lo Toney and CNBC’s Steve Kovach covering reports that Apple will be pulling back its planned iPhone 14 production increase. Then, CNBC’s Dom Chu analyzes falling valuations across big tech, and Cowen Managing Director John Blackledge offers his outlook for Google Cloud. Next, our Jon Fortt shares highlights from his Fortt Knox update with Amazon SVP of Devices and Services David Limp, and CNBC’s Seema Mody recaps a volatile session for the European markets. Fidelity Director of Global Macro Jurrien Timmer also joins with his perspective on whether U.S. stocks have further to fall, and our Julia Boorstin breaks down Atlantic Equities’ recent upgrade of Netflix. Later, we circle back to Apple’s iPhone 14 sales with Bernstein analyst Toni Sacconaghi. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Finding Discounted Stocks Worth Watching, Recent IPOs Suffer in 2022 & FTX to Buy Voyager Digital 9/27/22
Our anchors begin today’s show with Cambria Investment Management Founder and CIO Meb Faber sharing his outlook for a potential recession, and CNBC’s Dom Chu breaks down discounted communication services stocks worth watching. Then, Zillow Co-Founder and former CEO Spencer Rascoff discusses the brutal market for recent IPOs, and CNBC’s Kristina Partsinevelos takes a deep dive into the underrepresentation of Hispanic workers in the semi space. Next, Madrona Venture Group Managing Partner Matt McIlwain offers his prediction for stocks falling even further, and CNBC’s Robert Frank reports on the impact of this year’s market turbulence on American wealth. Later, CNBC’s Kate Rooney covers FTX winning the battle to buy crypto lender Voyager Digital out of bankruptcy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nasdaq Hovers Around June Lows, CrowdStrike CEO George Kurtz on Cybersecurity Outlook & Weighing Risks for a Potential Recession 9/26/22
Our anchors begin today’s show with CNBC’s Mike Santoli analyzing the Nasdaq hovering around its June lows, and CNBC’s Steve Kovach explains how some of the biggest names in tech are mitigating against foreign exchange headwinds. Then, 645 Ventures Co-Founder Nnamdi Okike makes the case for Shopify and Coinbase, and CrowdStrike CEO George Kurtz weighs in on the broader cybersecurity landscape. Next, CNBC’s Dom Chu breaks down key tech stocks worth watching at current levels, and Wilmington Trust Head of Investment Strategy Meghan Shue discusses the risk for a potential recession. Later, Evercore ISI analyst Amit Daryanani offers his take on Apple with the iPhone 14 now in stores. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

TechCheck+ Celebrity Chef Tom Colicchio and Flavrs CEO Alejandro Oropeza 9/25/22
CNBC’s Julia Boorstin is joined by celebrity chef Tom Colicchio and Flavrs CEO Alejandro Oropeza to discuss the launch of a new social media app, Flavrs, being hailed as the "TikTok of cooking." The two will break down how the app doubled its funding in a matter of months – attracting the backing of Andreessen Horowitz and Le Bernardin’s Eric Ripert – and how Flavrs can help users recreate meals at home from their favorite chefs and creators. Recorded: 9/22/22 Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

TechCheck+ 'She-Hulk' Showrunner Jessica Gao 9/24/22
On the latest episode of “Binge,” CNBC's Carl Quintanilla speaks to Jessica Gao, showrunner and executive producer of Marvel’s ‘She-Hulk: Attorney At Law’ on Disney+. Gao discusses the big break that lead to her MCU debut, her process of bringing the comic book icon to the small screen, and how the She-Hulk character serves as a touchstone for identity and vulnerability in the workplace. Recorded: 09/23/22 Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nasdaq Slides on Economic Uncertainty, Tech Goes Big on Cost Cutting & Breaking Down Opendoor’s Home-Flipping Losses 9/23/22
Our anchors begin today’s show with CNBC’s Mike Santoli breaking down major tech names dragging lower amid the morning’s volatility, and Big Technology newsletter author Alex Kantrowitz takes a deep dive into cost cutting measures across the sector. Then, Cresset Capital CIO Jack Ablin offers his outlook for rate hikes and the Nasdaq, and CNBC’s Seema Mody reports on the turbulence affecting the European markets. Founders Fund Partner Keith Rabois also discusses the recent losses hitting Opendoor – the home-flipping platform he co-founded – and the $32 million funding round for his e-commerce roll-up company OpenStore. Later, CNBC’s Kate Rooney covers potential plans from Celsius Network to compensate customers whose funds were frozen by the crypto lender’s bankruptcy, and we share highlights from the latest episode of our Carl Quintanilla’s “Binge” digital series with “She-Hulk” showrunner and executive producer Jessica Gao. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Tech Reacts to Fed Rate Hikes, Meta Looks to Cut Costs & Qualcomm CEO Cristiano Amon on Automotive Business 9/22/22
Our anchors begin today’s show with NorthmanTrader Founder Sven Henrich breaking down the impact of the Fed’s latest rate hike, and MoffettNathanson analyst Sterling Auty joins after initiating coverage on 25 software names. Then, our Julia Boorstin reports on the latest cost cutting measures from Meta, and Qualcomm CEO Cristiano Amon discusses the chipmaker’s push into the automotive market. Later, Fundstrat Global Advisors Managing Partner Tom Lee offers his thoughts on whether to expect more pain ahead for growth stocks, and CNBC’s Kate Rooney covers crypto exchange FTX reportedly looking to raise up to $1 billion in new venture capital. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Bank CEOs Testify Before Congress, President Biden Addresses United Nations & New York Attorney General Letitia James Announces Lawsuit Against Former President Trump 9/21/22
We spend today’s show covering the testimony of several banking leaders before the House Financial Services Committee, including JPMorgan Chase CEO Jamie Dimon, Bank of America CEO Brian Moynihan and Citigroup CEO Jane Fraser. We also bring you President Biden’s address to the United Nations General Assembly on Russia’s invasion of Ukraine, and a press conference from New York Attorney General Letitia James announcing a lawsuit against former President Trump, the Trump Organization, and three of his children over allegations of fraud. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
DoorDash CEO Tony Xu on Inflation, Volatility Weighs on Software Stocks & Nvidia Announces New Products 9/20/22
Our anchors begin today’s show with Satori Fund Founder Dan Niles offering his predictions for how the market could respond to this week’s Fed meeting. Then, DoorDash Co-Founder and CEO Tony Xu joins for an exclusive interview on the delivery platform’s new partnerships, consumer sentiment and outlook for inflation. Next, Morgan Stanley analyst Erik Woodring takes a deep dive into the demand picture for Apple’s new iPhones, and Bessemer Venture Partners’ Elliott Robinson discusses the volatility weighing on software stocks. Later, CNBC’s Kristina Partsinevelos reports on chipmaker Nvidia’s latest product announcements. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
A Look at Tech Consolidation, Oppenheimer Upgrades Netflix & Appian CEO Matt Calkins on Investing in Growth Opportunities 9/19/22
Our anchors begin today’s show with CNBC’s Jim Cramer sharing his outlook for Meta, Netflix and investor concerns as the Street braces for another rate hike from the Fed. Then, Bain & Company Partner Anne Hoecker offers her take on consolidation in tech, and Oppenheimer Managing Director Jason Helfstein joins after upgrading Netflix to outperform. Later, CNBC’s Frank Holland tracks the movement of several cloud stocks, and Appian Founder and CEO Matt Calkins discusses his plans to use the current downturn as an opportunity to grow the enterprise software firm’s business. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Uber Reports Cybersecurity Incident, California Files Antitrust Lawsuit Against Amazon & FTX CEO Sam Bankman-Fried’s Growing Crypto Empire 9/16/22
Our anchors begin today’s show with New Street Advisors Group Founder and CEO Delano Saporu offering his outlook for softening demand across tech, and CNBC’s Eamon Javers reports on a cybersecurity incident affecting Uber. Then, California Attorney General Rob Bonta joins to discuss the state’s new antitrust lawsuit against Amazon, and Incisive Ventures Managing Partner Martin Tobias weighs in on Adobe’s plans to acquire design platform Figma. Later, our Julia Boorstin covers how tech and media companies are positioned for a decline in advertising spending, and CNBC’s Kate Rooney shares her interview with FTX CEO Sam Bankman-Fried on his growing crypto empire. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Adobe Announces Plans to Acquire Figma, EDX CEO Jamil Nazarali on Crypto Exchange Launch & Breaking Down the NFL’s Streaming Push 9/15/22
Our anchors begin today’s show with Plexo Capital Founding Managing Partner Lo Toney offers his insight on Adobe’s plans to acquire design platform Figma, and Evercore ISI Head of Internet Research Mark Mahaney joins after upgrading Netflix to outperform. Then, we cover a press conference from President Biden on the recent agreement struck between rail companies and unions to avoid a nationwide strike. Next, our Jon Fortt shares highlights from his interviews at Goldman Sachs’ Communacopia Conference with the CEOs of software firms Nutanix and MongoDB. We also sit down with EDX CEO Jamil Nazarali to discuss the new crypto exchange’s launch, backed by a blend of financial leaders and venture capital firms. Later, CNBC’s Kate Rooney reports on higher funding costs facing buy-now-pay-later companies, and NFL Chief Media and Business Officer Brian Rolapp discusses the league’s opening weekend and push into streaming. 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 Yesterday’s Record Losses, Airbnb CEO Brian Chesky on Travel Demand & Reviewing the iPhone 14 9/14/22
Our anchors begin today’s show with CNBC’s Mike Santoli and Wall Street Journal reporter Gunjan Banerji taking a look at the markets on the heels of yesterday’s record losses. Then, our Deirdre Bosa shares highlights from her exclusive conversation with Airbnb Co-Founder and CEO Brian Chesky at Goldman Sachs’ Communacopia Conference, and Cresset Capital CIO Jack Ablin offers his take on yesterday’s CPI report. Next, CNBC’s Frank Holland covers the volatility hitting cloud stocks, and our Jon Fortt recaps his Communacopia interviews with the CEOs of enterprise software firms Informatica and Bill.com. Later, our Julia Boorstin reports on the underperformance of Meta, and CNBC’s Sofia Pitt joins with a review of the new iPhone 14. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Tech Plunges on August CPI Data, Palo Alto Networks CEO Nikesh Arora on Cybersecurity Outlook & Pinterest CEO Bill Ready on Growth Strategies 9/13/22
Our anchors begin today’s show with CNBC’s Mike Santoli and Wells Fargo Investment Institute Head of Global Market Strategy Paul Christopher covering the major indices plunging on the heels of this morning’s CPI data. Then, our Julia Boorstin shares highlights from today’s testimony on Capitol Hill from whistleblower and former Twitter head of security Peiter Zatko. Next, Palo Alto Networks CEO Nikesh Arora offers his outlook for the broader cybersecurity space, and CNBC’s Dom Chu analyzes the sectors hit hardest by today’s inflation report. Wilmington Trust Head of Investment Strategy Meghan Shue also shares her take on the sell-off, and CNBC’s Frank Holland breaks down the weakness affecting cloud stocks. Later, Pinterest CEO Bill Ready discusses his growth strategies for the social media platform. 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 Software Outlook, Breaking Down Threats to Goldman Sachs’ Apple Card & Ethereum’s Energy Efficiency Upgrade 9/12/22
Our anchors begin today’s show with CNBC’s Steve Liesman reporting on the New York Fed’s Survey of Consumer Expectations showing falling one- and three-year inflation expectations. Then, CNBC’s Dom Chu breaks down last week’s tech bounce, and Goldman Sachs Managing Director Eric Sheridan offers his take on the volatility plaguing e-commerce. Next, data management firm Confluent Co-Founder and CEO Jay Kreps shares his outlook for enterprise software, and our Julia Boorstin covers the latest from Disney’s D23 fan event. CNBC’s Hugh Son also discusses mounting threats to Goldman Sachs’ Apple card business, and Morgan Stanley Managing Director Brian Nowak makes the case for Amazon as his top internet pick. Later, CNBC’s Kate Rooney joins for a deep dive into Ethereum getting an upgrade projected to make the network more energy efficient. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Zscaler CEO Jay Chaudhry on Earnings, Intel Breaks Ground on Ohio Chip Factory & Finding Software Consolidation Targets 9/9/22
Our anchors begin today’s show with CNBC’s Mike Santoli analyzing the rebound in select growth stocks, and BMO Wealth Management Chief Investment Strategist Yung-Yu Ma offers his long-term bull case for cybersecurity and enterprise software. Next, Zscaler CEO Jay Chaudhry discusses the cloud security company’s latest earnings beat, and CNBC’s Kristina Partsinevelos reports live from the groundbreaking ceremony for Intel’s chip factory in Ohio. Later, CNBC’s Kate Rooney covers the recent rise in crypto prices, and Union Square Advisors Co-Founder and President Ted Smith shares his outlook for M&A in software. 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 Apple CEO Tim Cook’s Comments at Code 2022, Breyer Capital CEO Jim Breyer on Opportunities in Tech & Apple Unveils New Products 9/8/22
We begin today’s show with CNBC’s Chief General News Anchor Shepard Smith reporting on concerns over the health of Queen Elizabeth II. Then, Verge Editor-in-Chief Nilay Patel breaking down comments from Apple CEO Tim Cook, Former Disney CEO Bob Iger and more at Vox Media’s Code 2022 conference. Next, Breyer Capital Founder and CEO Jim Breyer offers his outlook for opportunities in tech. Later, Production Board Founder and CEO David Friedberg discusses a potential rough winter ahead for founders across the sector, and CNBC’s Steve Kovach covers the latest new products unveiled yesterday by Apple. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Box CEO Aaron Levie on Software Outlook, Snap CEO Evan Spiegel on Cost Cutting Plans & Previewing Apple’s New Product Launch 9/7/22
Our anchors begin today’s show with New York Times Contributor and “Sway” podcast host Kara Swisher breaking down the latest action from Vox Media’s Code 2022 conference. Then, TPG Director David Trujillo weighs in on the broader landscape for media stocks, and cloud content management firm Box CEO Aaron Levie shares his outlook for the software sector. Next, Snap Co-Founder and CEO Evan Spiegel joins to discuss the social media platform’s restructuring plans, cost cutting measures and more. Later, CNBC’s Steve Kovach previews tonight’s new product reveal from Apple. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nasdaq Sets Longest Losing Streak Since 2019, HashiCorp CEO Dave McJannet on Results & Binance to Stop Supporting Rival USD Coin 9/6/22
Our anchors begin today’s show with CNBC’s Mike Santoli analyzing the Nasdaq’s longest losing streak since 2019, and Fundstrat Global Advisors Managing Partner Tom Lee breaks down his expectations for the second half of the year. Then, our Julia Boorstin reports on Ireland’s data privacy regulator issuing a $400 million fine against Instagram, and Puck News Founding Partner Bill Cohan discusses why the buyout of Citrix might be the most important deal of 2022. Next, CNBC’s Courtney Reagan reports on the death of Bed Bath and Beyond CFO Gustavo Arnal, and HashiCorp CEO Dave McJannet discusses the software company’s latest results. Later, CNBC’s Kate Rooney covers crypto exchange Binance’s plans to stop supporting three rival stablecoins. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

TechCheck+ 'Dopesick' Creator Danny Strong 9/2/22
CNBC's Carl Quintanilla brings on Danny Strong, executive producer, writer and director of Hulu’s ‘Dopesick’ for the latest installment of "Binge." The Emmy-nominated miniseries starring Michael Keaton brings the opioid crisis and crimes of the Sackler family into full view. Strong discusses the challenges he faced pitching the project, the pressure that comes with telling real-life stories, competition in a content-saturated landscape, and how ‘Dopesick’ aims to redefine the stigma around addiction. 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 Q2 Results: SentinelOne’s Tomer Weingarten, PagerDuty’s Jennifer Tejada & Smartsheet’s Mark Mader 9/2/22
Our anchors begin today’s show with Wolfe Research Director Gal Munda offering his outlook for the software sector, and SentinelOne Co-Founder and CEO Tomer Weingarten weighs in on the cybersecurity firm’s Q2 beat and guidance for the year ahead. Next, PagerDuty CEO Jennifer Tejada breaks down the cloud computing company’s latest results, and our Julia Boorstin reports on Qualcomm’s new partnership to develop custom chipsets for Meta’s virtual reality products. Then, Smartsheet CEO Mark Mader joins as shares surge after posting a quarterly beat on the top and bottom lines. Later, we share highlights from the latest episode of our Carl Quintanilla’s “Binge” digital series with “Dopesick” creator Danny Strong, and CNBC’s Yasmin Khorram covers San Francisco’s struggle to bring workers back into offices. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Four CEOs Break Down Their Q2 Results: Okta’s Todd McKinnon, C3 AI’s Tom Siebel, Samsara’s Sanjit Biswas and Pure Storage’s Charles Giancarlo 9/1/22
Our anchors begin today’s show with CNBC’s Mike Santoli recapping a brutal August for tech stocks. Then, Okta CEO Todd McKinnon joins to discuss the identity management company’s latest results as shares plunge to start the morning. Next, CNBC’s Eunice Yoon reports on chip stocks falling after the U.S. government restricted certain semiconductor sales to China, and C3 AI CEO Tom Siebel breaks down the enterprise software provider’s latest quarterly figures. Our Julia Boorstin also covers Disney’s plans to release a membership program across its parks and streaming service, and internet-of-things software firm Samsara CEO Sanjit Biswas shares his insight after delivering a beat in Q2. Later, Pure Storage CEO Charles Giancarlo discusses the data storage company’s upbeat earnings amid mixed results from its industry rivals. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Snap to Cut 20% of Employees, HPE CEO Antonio Neri on Latest Results & Klarna CEO Sebastian Siemiatkowski on First Half Losses 8/31/22
Our anchors begin today’s show covering social media platform Snap’s plans to cut 20% of its staff, with insight from Verge Deputy Editor Alex Heath. Then, Bank of America analyst Jason Kupferberg shares his outlook for PayPal, and HPE CEO Antonio Neri discusses the enterprise edge-to-cloud company’s latest earnings. Next, Wilmington Trust Head of Investment Strategy Meghan Shue offers her take on how to play the broader market, and Klarna Co-Founder and CEO Sebastian Siemiatkowski weighs in on the fintech company’s first half losses. Later, our Jon Fortt shares highlights from his interview with cloud data management firm Rubrik Co-Founder and CEO Bipul Sinha. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Analyzing Cracks in Big Tech’s Armor, Previewing the Next Wave of VR Headsets & VMware CEO Raghu Raghuram on Quarterly Results 8/30/22
Our anchors begin today’s show with CNBC’s Dom Chu analyzing some cracks in the armor for big tech stocks, and Crossmark Global CIO Bob Doll offers his outlook for rate hikes and inflation. Then, our Julia Boorstin reports on Elon Musk sending a second notice to terminate his deal with Twitter, and CNBC’s Steve Kovach previews a new wave of augmented and virtual reality headsets launching this fall. Later, Former Amazon Studios Head of Strategy Matthew Ball takes a deep dive into the metaverse, and VMware CEO Raghu Raghuram breaks down the cloud computing company’s latest results. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Tech Moves Lower on Hawkish Fed Comments, Breaking Down Potential Disruptors in Healthcare & Plug Power CEO Andrew Marsh on Amazon Hydrogen Deal 8/29/22
Our anchors begin today’s show with CNBC’s Dom Chu breaking down tech stocks moving lower following hawkish comments from the Fed on Friday, and New Street Advisors Group Founder and CEO Delano Saporu shares his outlook for mega-caps in the sector. Next, Bernstein analyst Lance Wilkes discusses Amazon’s role as a disruptor in healthcare, and CNBC’s Mike Santoli takes a deep dive into the Nasdaq’s ongoing fall. Then, Evercore ISI Head of Technical Analysis Rich Ross weighs in on the software space, and our Julia Boorstin covers the potential price of Netflix’s upcoming ad-supported platform. Later, fuel cell company Plug Power CEO Andrew Marsh joins for a closer look at the fuel cell company’s green hydrogen deal with Amazon. 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 the Gaming Space, Amazon Prime Streams First NFL Game & Affirm CEO Max Levchin on Results 8/26/22
Our anchors begin today’s show with Wells Fargo Investment Institute Senior Global Market Strategist Scott Wren discussing Federal Reserve Chairman Jerome Powell’s comments from the Central Bank’s yearly symposium in Wyoming. Then, CNBC’s Steve Kovach and Verge Editor-in-Chief Nilay Patel take a look at the gaming space on the heels of disproven rumors that Amazon was planning on acquiring Electronic Arts. Next, Satori Fund Founder Dan Niles breaks down the day’s market volatility with the major indices sliding, and CNBC’s Steve Liesman takes a deeper dive into Fed Chair Powell’s remarks. Later, our Julia Boorstin covers Amazon Prime streaming its first-ever NFL game this preseason, and Affirm Founder and CEO Max Levchin joins to break down the buy-now-pay-later firm’s latest results. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
SoFi CEO Anthony Noto on Biden’s Student Loan Forgiveness Plan, Autodesk CEO Andrew Anagnost on Q2 Earnings Beat & MoviePass CEO Stacy Spikes on Plans to Relaunch 8/25/22
Our anchors begin today’s show breaking down the latest earnings from cloud names Snowflake and Salesforce with Evercore ISI Senior Managing Director Kirk Materne. Then, SoFi CEO Anthony Noto discusses President Biden’s student loan debt forgiveness plan, and NorthmanTrader Founder Sven Henrich shares his outlook for Apple. Next, CNBC’s Lauren Thomas offers additional insight on Peloton after the fitness equipment maker struck a deal to sell products on Amazon, and software company Autodesk CEO Andrew Anagnost weighs in after beating the Street in Q2. Later, MoviePass Founding CEO Stacy Spikes joins as the movie subscription service announces plans to relaunch next month. 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 Tesla’s 3-for-1 Stock Split, Intuit CEO Sasan Goodarzi on Earnings Beat & TikTok’s Impact on Elections and Advertising 8/24/22
Our anchors begin today’s show with CNBC’s Lauren Thomas sharing new reporting on Peloton’s deal to sell equipment and apparel on Amazon, and “Margins” Editor Ranjan Roy discusses Tesla’s 3-for-1 stock split after the close. Then, Intuit CEO Sasan Goodarzi breaks down the financial software firm’s latest earnings beat, and our Julia Boorstin offers a look ahead to TikTok’s potential impact on elections and holiday advertising. Next, we stick with TikTok as Bernstein analyst Mark Shmulik weighs in on whether the platform has ruined the internet. Later, data management company Cohesity CEO Sanjay Poonen takes a deep dive into several cloud names posting Q2 results this afternoon. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Coinbase CEO Brian Armstrong on Crypto Headwinds, Intel Announces Chip Factory Funding Partnership & Whistleblower Accuses Twitter of Deceiving Regulators 8/23/22
Our anchors begin today’s show with Satori Fund Founder Dan Niles breaking down his portfolio’s long and short positions amid the ongoing volatility, and CNBC’s Kate Rooney shares highlights from her exclusive interview with crypto exchange Coinbase CEO Brian Armstrong. Then, Intel CFO David Zinsner joins after the chipmaker announced a partnership to help fund two new factories in Arizona. Later, our Julia Boorstin reports on a new whistleblower complaint accusing Twitter of deceiving regulators and its own board of directors. 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 Digital Marketing Regulations, A Deep Dive into FTX’s Financials & Silicon Valley Bank CEO Greg Becker on Venture Capital Outlook 8/22/22
Our anchors begin today’s show with Craft Ventures Co-Founder David Sacks outlining his expectations for a possible recession, and Consumer Financial Protection Bureau Director Rohit Chopra discusses regulations for digital marketing of financial products. Then, CNBC’s Kate Rooney offers a rare deep dive into the financials of privately held crypto exchange FTX, and CNBC’s Kristina Partsinevelos breaks down what’s driving the Nasdaq lower to start the morning. Next, Silicon Valley Bank CEO Greg Becker shares his outlook for venture capital amid the ongoing volatility, and our Julia Boorstin reports on the streaming debut of “Game of Thrones” prequel “House of the Dragon” on HBO. Later, CNBC’s Frank Holland previews upcoming results from Zoom and Palo Alto Networks after the bell. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

TechCheck+ HBO's "Industry" Co-Creators on Transitioning from Banking to Hollywood 8/19/22
CNBC's Carl Quintanilla sits down with Mickey Down and Konrad Kay, co-creators and executive producers of HBO’s finance drama "Industry.” The collaborators and best friends discuss how their experiences as former bankers inspired the hit series and why it was important to showcase the perspectives of younger professionals in the business. They also dive into how they balanced authenticity and creativity across the show’s plot lines, the process of demystifying financial jargon for a mainstream audience, and why Industry’s storytelling is largely driven by strong female roles. 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 New Security Flaw, Ryan Cohen Dumps Bed Bath & Beyond Stake & The Bull Case for PayPal 8/19/22
Our anchors begin today’s show with BMO Wealth Management Chief Investment Strategist Yung-Yu Ma offering his take on the current market rally, and Wall Street Journal Senior Personal Technology Columnist Joanna Stern discusses a new Apple security flaw making headlines. Then, our team discusses the meme trade after GameStop Chair Ryan Cohen offloaded his entire stake in Bed Bath & Beyond, and Wedgewood Partners CIO David Rolfe shares his bull case for PayPal. Later, Wells Fargo analyst Aaron Rakers joins after downgrading HP to underweight, bracing for deteriorating PC demand. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Cisco’s Earnings Beat the Street, How to Play the Broader Market Turnaround & Finding Opportunities in Fintech 8/18/22
Our anchors begin today’s show breaking down Cisco’s latest earnings beat with J.P. Morgan analyst Samik Chatterjee, and Fundstrat Global Advisors Managing Partner Tom Lee offers his perspective on the broader market turnaround. Then, Morgan Stanley analyst James Faucette shares his take on investment opportunities in fintech. Later, our Julia Boorstin and CNBC’s Steve Kovach cover the digital advertising landscape and Apple’s plans to expand ads within the App Store on iPhones. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Bank of America Reports Surge in Tech Investing, Playing the Meme Trade & Previewing Cisco’s Q2 Earnings 8/17/22
Our anchors begin today’s show with CNBC’s Seema Mody covering new Bank of America data showing some of the biggest inflows into tech in more than a decade, and Canvas Ventures General Partner Mike Ghaffary discusses the latest batch of retail and e-commerce earnings. Then, Citi analyst Tyler Radke joins after downgrading Zoom, and Wall Street Journal markets reporter Gunjan Banerji offers her insight on the broader meme stock trade. Next, our Julia Boorstin reports on streamers shifting focus to profitability amid the ongoing downturn, and CNBC’s Frank Holland previews Cisco’s earnings after the bell. Later, CNBC’s Kate Rooney covers crypto lender Celsius Network’s plans to restructure and raise cash to avoid running out of money by the fall. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Walmart’s Streaming Partnership With Paramount, Apple Plans to Expand Advertising on iPhones & Crypto Crimes Decline as Digital Currency Prices Fall 8/16/22
Our anchors begin today’s show with CNBC’s Courtney Reagan breaking down Walmart’s latest earnings, and streaming service Vudu’s Former CEO Alain Rossmann joins with insight on the retail giant’s new partnership with Paramount. Then, CNBC’s Leslie Picker recaps some of the biggest moves made by hedge funds in Q2 on the heels of last night’s 13F filing deadline, and Wedbush Securities Head of Equity Trading Sahak Manuelian offers his thoughts on how smaller tech investors should be positioned. Later, Morgan Stanley analyst Erik Woodring weighs in on Apple’s plans to expand advertising on iPhones, and CNBC’s Kate Rooney reports on the decline in crypto crimes amid the broader turbulence hitting digital currencies. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dan Loeb Takes New Stake in Disney, George Soros Buys 30,000 Shares of Tesla & Unity CEO John Riccitiello on Rejecting AppLovin’s Acquisition Bid 8/15/22
Our anchors begin today’s show covering hedge fund manager Dan Loeb’s new stake in Disney and Apple’s scrapped talks with Meta on a potential ad revenue partnership, joined by guest host and Kindred Ventures Managing Partner Kanyi Maqubela. Then, Guggenheim analyst John DiFucci outlines his bear case for cybersecurity stocks, and CNBC’s Leslie Picker breaks down some notable investors rotating out of growth and tech ahead of tonight’s deadline for second quarter 13F filings. Later, Unity CEO John Riccitiello explains the video game software company’s decision to reject app development platform AppLovin’s $17.5 billion acquisition proposal. 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 the Cloud Space, Defensive Software Picks to Counter Volatility & Toast CEO Chris Comparato on Q2 Results 8/12/22
Our anchors begin today’s show with Bessemer Venture Partners’ Elliott Robinson offering his outlook for tech layoffs and the cloud space. Then, we recap highlights from yesterday’s exclusive interview on earnings, streaming and more with Disney CEO Bob Chapek. Next, Citi analyst Tyler Radke shares his top defensive software picks amid the ongoing volatility, and Toast CEO Chris Comparato joins after posting a beat in the restaurant fintech company’s Q2 results. Later, CNBC’s Steve Kovach takes a deep dive into the expanding creator economy around the metaverse. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Marqeta CEO Jason Gardner on Results, Disney CEO Bob Chapek on Earnings Beat and Streaming Outlook & Breaking Down the Resurgence of Ethereum 8/11/22
Our anchors begin today’s show with Wilmington Trust Head of Investment Strategy Meghan Shue offering her outlook for chips and the current volatility, and Marqeta CEO Jason Gardner discusses his decision to step down and the payments firm’s Q2 results. Then, Disney CEO Bob Chapek joins for an exclusive interview after the entertainment giant’s latest earnings delivered a beat on the top and bottom lines, and our Deirdre Bosa breaks down the resurgence of cryptocurrency Ethereum. Later, CNBC’s Kristina Partsinevelos covers the ongoing slowdown hitting the semiconductor space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Roblox Posts a Miss in Q2, Akamai CEO Dr. Tom Leighton on Earnings & Sony Pictures Entertainment CEO Tony Vinciquerra on Media Outlook 8/10/22
Our anchors begin today’s show with Irreverent Labs CEO Rahul Sood sharing his thoughts on Roblox after the gaming platform posted a miss in Q2. Then, CNBC’s Kate Rooney and Citi analyst Pete Christiansen discuss crypto exchange Coinbase’s latest results, and Akamai CEO Dr. Tom Leighton joins with a look at the cybersecurity and cloud company’s recent earnings. Next, CNBC’s Mike Santoli breaks down the latest CPI data, and Sony Pictures Entertainment CEO Tony Vinciquerra offers his outlook for the broader media space. Later, CNBC’s Steve Kovach recaps a tough quarter for video game companies. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
FedEx Office president and CEO on autonomous robotic delivery 8/9/22
CNBC’s Frank Holland chats with FedEx Office president and CEO Brian Philips to dive into the future of AI-powered robotic delivery. They discuss the latest on FedEx's autonomous delivery system, Roxo, and how they're using the SameDay bot to test last-mile deliveries and continue innovating its technology for real-world operation. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Title: AppLovin Proposes Merger with Unity, President Biden Signs the CHIPS Act & 23andMe CEO Anne Wojcicki on Results 8/9/22
Our anchors begin today’s show covering app development platform AppLovin’s proposal to acquire video game software company Unity, with insight from CNBC’s David Faber and Plexo Capital Founding Managing Partner Lo Toney. Then, Bank of America analyst Vivek Arya breaks down what President Biden signing the CHIPS Act means for semiconductor makers, and CNBC’s Dom Chu offers a deep dive into some big meme trade movers. Next, 23andMe CEO Anne Wojcicki joins on the heels of the biotech company’s latest results, and Evercore ISI Head of Technical Analysis Rich Ross offers his bull case for software and semis. Later, our Julia Boorstin shares a new profile on Paris Hilton’s push into the metaverse, and CNBC’s Kate Rooney previews crypto exchange Coinbase’s earnings after the bell. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nvidia’s Preliminary Results Send Shares Lower, Palantir Posts a Miss in Q2 & Ad Slowdown Hits Big Tech and Social Media 8/8/22
Our anchors begin today’s show with CNBC’s Steve Liesman sharing new data on inflation expectations from the New York Federal Reserve. Then, New Street Advisors Group Founder and CEO Delano Saporu offers his perpective on chipmaker Nvidia’s preliminary Q2 earnings and software company Palantir’s latest results. Next, CNBC’s Dom Chu takes a deep dive into a series of growth names, and Benchmark analyst Mark Miller joins with insight on hard drive maker Western Digital. Later, CNBC’s Kristina Partsinevelos breaks down some of the top Nasdaq movers of the day, and Big Technology newsletter author Alex Kantrowitz covers the ad market slowdown hitting names including Amazon, Snap and Pinterest. 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 Companies Offer Insight on Q2 Results: Twilio CEO Jeff Lawson, Doximity CEO Jeff Tangney & GoDaddy CEO Aman Bhutani 8/5/22
Our anchors begin today’s show breaking down the Bureau of Labor Statistics’ jobs data for July with CNBC’s Mike Santoli, and CNBC’s Kate Rooney breaks down the latest earnings from fintech company Block. Next, Wall Street Journal Senior Personal Technology Columnist Joanna Stern discusses Amazon buying Roomba maker iRobot for $1.7 billion, and Twilio CEO Jeff Lawson offers his insight on the enterprise software firm’s second quarter. Then, our Julia Boorstin reports on Q2 numbers out of several streamers, and Doximity CEO Jeff Tangney joins after the health tech provider slashed its full-year guidance. Later, GoDaddy CEO Aman Bhutani covers the internet services platform’s recent results, and our Julia Boorstin returns with the latest in the Elon Musk-Twitter saga. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Coinbase Partners With BlackRock, Confluent CEO Jay Kreps on Earnings & Equinix CEO Charles Meyers on Data Center Ecosystem 8/4/2022
Our anchors begin today’s show covering crypto exchange Coinbase’s partnership with asset management firm BlackRock, featuring insight from CNBC’s Kate Rooney and MoffettNathanson Partner Lisa Ellis. Then, CNBC’s Mike Santoli breaks down the Nasdaq’s rally over the past month, and our Jon Fortt shares highlights from his Fortt Knox interview with software company ServiceNow CEO Bill McDermott. Next, Confluent Co-Founder and CEO Jay Kreps joins after the enterprise stock beat expectations in Q2, and CNBC’s Phil LeBeau reports on results from EV makers Lucid and Tesla. Evercore ISI Head of Internet Research Mark Mahaney also shares his insight on online travel platform Booking Holdings’ recent quarterly numbers, and our Julia Boorstin analyzes the latest wave of media earnings. Later, data center company Equinix CEO Charles Meyers discusses investor Jim Chanos’ short on the space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
PayPal Beats the Street in Q2, Microchip Technology CEO Ganesh Moorthy on Earnings & SoFi CEO Anthony Noto on Latest Results 8/3/22
Our anchors begin today’s show breaking down PayPal’s Q2 earnings with Wedbush analyst Moshe Katri, and NZS Capital Co-Founder Brad Slingerlend weighs in on chip giant AMD’s latest results. Then, we continue our earnings coverage with semiconductor maker Microchip Technology CEO Ganesh Moorthy and personal finance firm SoFi CEO Anthony Noto after both companies beat the Street. Next, our Julia Boorstin covers dating services company Match Group missing estimates for the quarter, and CNBC’s Kate Rooney shares new details on a hack affecting Solana crypto wallets. Later, CNBC’s Ylan Mui reports on congressional lawmakers introducing a new bill that could increase the regulation of digital currencies. 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 Q2 Earnings Beat, ZoomInfo CEO Henry Schuck on Latest Results & Global Payments CEO Jeff Sloan on Expansion Plans 8/2/22
Our anchors begin today’s show with CNBC’s Steve Liesman covering new data showing inflation pushing up household debt, and our Julia Boorstin breaks down social media platform Pinterest’s latest results. Then, Wells Fargo Chairman of Global Internet Investment Banking Bob Peck offers his outlook for the broader markets, and Onsemi CEO Hassane El-Khoury joins after the chipmaker exceeded expectations in Q2. Next, ZoomInfo Founder and CEO Henry Schuck shares his perspective on the software company’s recent earnings beat, and our Jon Fortt recaps highlights from his interview with San Francisco Fed President Mary Daly. Later, Global Payments CEO Jeff Sloan discusses his plans to expand the fintech firm’s reach with a new acquisition. 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 FAANG’s Q2 Earnings, Retail Investors Ramp Up Interest in Tech & Ethereum Rises 60% in July 8/1/22
Our anchors start today’s show with Needham senior analyst Laura Martin breaking down last week’s FAANG earnings, and Wall Street Journal markets reporter Gunjan Banerji joins after publishing a new story on retail investors ramping up interest in tech stocks. Next, Satori Fund Founder Dan Niles discusses the potential for a recession, and CNBC’s Steve Kovach offers insight on mega-cap names flashing warning signs about the economy. Then, Bernstein analyst Stacy Rasgon joins on Intel’s Q2 results, and CNBC’s Leslie Picker reports on David Einhorn’s Greenlight Capital investing in Twitter. Our Julia Boorstin also checks in on the continued expansion of the metaverse, and CNBC’s Jennifer Elias covers Google calling on employees to help drive better results. Later, CNBC’s Kate Rooney looks at cryptocurrency Ethereum’s 60% rise over the last month. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Amazon Amazes, Apple Shows its Strength & Intel CEO on the Quarter 7/29/22
Our anchors kick off this Friday morning breaking down Amazon and Apple’s strong results. Then, Intel CEO Pat Gelsinger joins in a first on CNBC interview to discuss the chipmaker’s lackluster Q2. Also, CNBC’s Julia Boorstin is here to cover why shares of Roku are falling off a cliff this morning. Later, we return to Amazon’s quarter with UBS Analyst Lloyd Walmsley who raised his price target on the stock. Also, CNBC’s Eunice Yoon reports on the health of Apple’s business in China and Cowen Analyst Krish Sankar joins for more on the tech giant. Plus, we look ahead to another busy week of tech earnings. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Meta’s Mega Challenges, Qualcomm CEO on the Quarter & What to Expect From Apple’s Earnings 7/28/22
Our anchors start off today’s show with CNBC’s Julia Boorstin covering Meta’s latest earnings report. Then, Bernstein Analyst Mark Shmulik and Truist Analyst Youssef Squali join for more insight into the stock. Next, Qualcomm CEO Cristiano Amon is here to break down the chipmaker’s quarterly performance and discuss the progress of the Chips Act. Later, The Wall Street Journal’s Joanna Stern and CNBC’s Steve Kovach join with what to expect heading into Apple’s earnings report. We also highlight what to watch for in Amazon and Intel’s earnings reports this afternoon. 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 Microsoft and Alphabet’s Results, What to Expect From Meta & The Health of the Subscription Model 7/27/22
Our anchors kick off today’s show breaking down earnings results from Microsoft and Alphabet. Then, Mizuho Analyst James Lee and RBC Capital Markets Analyst Rishi Jaluria join for more insight into the two tech giants. Next, we cover Cathie Wood’s latest trade and Shopify’s second quarter results. With Meta earnings on deck this afternoon, Big Technology Founder Alex Kantrowitz joins on what to expect from the report. We also hear from CNBC’s Bob Pisani on the performance of some of the biggest names in tech this year. Later, we check on the health of subscription models amid the current down cycle. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.