
TechCheck
1,202 episodes — Page 18 of 25
What to Expect From Big Tech, Measuring the Digital Ad Slowdown & Forecasting the Cloud 7/26/22
Our anchors kick off today’s show with Walmart’s consumer demand warning and Bespoke Investment Group’s Paul Hickey joins to discuss what it means for the tech sector. Then, CNBC’s Julia Boorstin covers the digital advertising slowdown and how it will impact Alphabet. Next, The Verge Editor-in-Chief Nilay Patel and Jefferies Analyst Brent Thill join to share their thoughts on Big Tech ahead of this week’s huge earnings lineup. CNBC’s Kate Rooney also reports on the SEC’s investigation of Coinbase, which is sending shares to the downside today. Then, we have Former VMware COO Sanjay Poonen break down his outlook for Big Tech’s cloud businesses. Later, we cover two celebrities criticizing Instagram for becoming too much like TikTok. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Big Tech on Deck, Klarna CEO on Valuation Cut & NFL+ Launches 7/25/22
Our anchors begin today’s show with CNBC’s Dom Chu breaking down what to expect from Big Tech earnings this week. Then, we hear from Bank of America Analyst Tal Liani after he downgraded key networking stocks. Later, we return to Big Tech’s big week with insight from Wedbush Securities Head of Equity Trading Sahak Manuelian. Plus, Klarna CEO Sebastian Siemiatkowski joins for his first broadcast interview since the buy now, pay later company’s valuation plunged 85%. We also cover the National Football League launching its NFL+ app for $4.99 a month. 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 Q2 Results, Cano Health CEO Marlow Hernandez on Amazon in Healthcare & Baidu Bets Big on Autonomous Vehicles 7/22/22
Our anchors begin today’s show breaking down social media platform Snap’s latest results with “Margins” Editor Ranjan Roy and Platformer News Founder Casey Newton. Then, CNBC’s Dom Chu covers potential trouble ahead for the Nasdaq with a slew of big tech names reporting earnings next week, and Truist Co-Chief Investment Officer Keith Lerner joins after publishing a new call upgrading the tech sector. Next, we circle back to Snap with Guggenheim analyst Michael Morris and Stifel analyst Mark Kelley, and primary care provider Cano Health Founder and CEO Marlow Hernandez offers his insight on Amazon’s impact in the medical space. Later, CNBC’s Eunice Yoon shares new reporting on Chinese search giant Baidu making a big bet on autonomous vehicles. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Amazon Branches into Healthcare, President Biden Tests Positive for Covid & Binance CEO Changpeng Zhao on the Crypto Ecosystem 7/21/22
Our anchors begin today’s show covering Amazon on pace for its best month in more than two years, and primary care tech company Founder and CEO Adrian Aoun weighs in on the e-commerce giant buying healthcare provider One Medical. Then, CNBC’s Kayla Tausche reports on President Biden testing positive for Covid-19, and Bank of America Managing Director John Murphy breaks down Tesla’s latest earnings. Next, Evercore ISI Head of Internet Research Mark Mahaney takes a closer look at Amazon, and Loup Ventures Managing Partner Doug Clinton shares his insight on private market valuations. Later, CNBC’s Kate Rooney delivers new details on the first-ever crypto insider trading case, and crypto exchange Binance CEO Changpeng Zhao offers his perspective on the broader digital currency landscape. 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 Netflix’s Latest Earnings, Former Twitter CEO Dick Costolo on Elon Musk’s Legal Battle & Previewing Tesla’s Q2 Results 7/20/22
Our anchors begin today’s show recapping Netflix’s latest earnings with Citi analyst Jason Bazinet, and CNBC’s Mike Santoli breaks down the Nasdaq showing signs of life to start July. Then, Former Twitter CEO Dick Costolo offers his take on the platform’s lawsuit against Elon Musk, and we circle back for more on Netflix with CNBC’s Dom Chu. Next, FullCycle Founder and Managing Partner Ibrahim AlHusseini previews Tesla’s Q2 results after the bell, and CNBC’s Ylan Mui covers the CHIPS Act clearing a key hurdle in the Senate. Later, CNBC’s Eunice Yoon shares new reporting on potential trouble brewing for Chinese tech companies and their workers. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

TechCheck+ Meta's Chief Diversity Officer Maxine Williams 7/19/22
CNBC's Julia Boorstin chats with Maxine Williams, chief diversity officer at Meta, on fostering diversity and inclusion initiatives at the company, remote work trends, and much more. 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 and Twitter Face Off in Court, Previewing Netflix’s Earnings & New Reporting on the Bankruptcy of Celsius Network 7/19/22
Our anchors begin today’s show covering the latest in the Elon Musk-Twitter saga as their lawyers face off for the first time in court, with insight from Plexo Capital Founding Managing Partner Lo Toney and Verge Editor-in-Chief Nilay Patel. Then, Former Amazon Studios Head of Strategy Matthew Ball joins to preview Netflix’s earnings after the bell, and CNBC’s Kate Rooney shares new reporting on the bankruptcy of crypto lender Celsius Network. Later, we circle back to the legal battle between Musk and Twitter with insight from Former Delaware Court of Chancery Vice Chancellor Carolyn Berger. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Potential Consolidation Targets in Streaming, Airbus CEO Guillaume Faury on Supply Chain Challenges & GlobalFoundries CEO Thomas Caulfield on Domestic Chip Production 7/18/22
Our anchors start today’s show with CNBC’s Mike Santoli analyzing the state of the bear market, and GGV Capital Managing Partner Jeff Richards joins with his outlook for consolidation in the software space. Then, BMO Wealth Management Chief Investment Strategist Yung-Yu Ma joins to discuss Netflix before the streaming giant reports earnings tomorrow, and CNBC’s Phil LeBeau sits down with Airbus CEO Guillaume Faury at Britain’s Farnborough International Airshow. Later, chipmaker GlobalFoundries CEO Thomas Caulfield offers insight on what lies ahead for domestic semiconductor production, and CNBC’s Ylan Mui shares highlights from her interview with Lockheed Martin CEO Jim Taiclet on the potential for a vote on the CHIPS Act in Congress this week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stripe Slashes Internal Valuation, Morgan Stanley Lowers Estimates for Microsoft & A Look at the Turbulent Crypto Ecosystem 7/15/22
Our anchors begin today’s show with New Street Advisors Group Founder and CEO Delano Saporu offering his outlook for tech earnings and the current interest rate environment, and NYU Stern School of Business Professor Aswath Damodaran offers his insight on payments company Stripe cutting its internal valuation by nearly 30%. Then, Morgan Stanley analyst Keith Weiss joins after lowering his estimates for Microsoft, and KeyBanc Capital Markets analyst Brandon Nispel shares his outlook for Apple. Later, CNBC’s MacKenzie Sigalos looks at the broader crypto landscape in the wake of lender Celsius Network filing for bankruptcy, and CNBC’s Kayla Tausche reports on President Biden’s meeting in Saudi Arabia with Crown Prince Mohammed bin Salman. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
E-Commerce Reacts to Market Volatility, Netflix Teams With Microsoft on Ad-Supported Tier & Potential Advertising Opportunities for Apple 7/14/22
Our anchors begin today’s show with CNBC’s Steve Liesman breaking down Federal Reserve Governor Christopher Waller’s latest comments on the economy, and Founders Fund Partner Keith Rabois joins to discuss the reaction of e-commerce to the ongoing volatility. Then, our Julia Boorstin covers Netflix’s plans to team up with Microsoft on an ad-supported subscription platform, and Bank of America analyst Wamsi Mohan offers his thoughts on advertising opportunities for Apple. Next, CNBC’s Ylan Mui reports on potential legislation that could provide billions in tax incentives and grants for domestic semiconductor manufacturing, and CNBC’s Kate Rooney looks at bankruptcy proceedings across the crypto industry. MoffettNathanson Partner Lisa Ellis also shares her insight on the fintech space, and CNBC’s Phil LeBeau analyzes Tesla’s market share in the U.S. Later, our Julia Boorstin returns to recap her interview with toy company Mattel CEO Ynon Kreiz from CNBC’s annual Evolve Summit. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Twitter Sues Elon Musk, Finding Red Flags in the Investing Industry & Unity Announces Plans to Merge with IronSource 7/13/22
Our anchors begin today’s show with CNBC’s Mike Santoli breaking down the impact of the morning’s CPI data on high-growth tech trading, and Citi analyst Ron Josey shares his outlook for Amazon amid the current inflationary environment. Then, our Julia Boorstin reports on Twitter filing a lawsuit against Elon Musk in hopes of getting him to complete his deal to buy the platform. Next, QVR Advisors CIO and Managing Member Benn Eifert joins after publishing a new piece on red flags in the investment industry, and CNBC’s Steve Kovach covers video game software company Unity’s plans to merge with app business platform ironSource. Later, Guggenheim Partners Senior Managing Director Robert Bartlett offers his thoughts on consolidation in the software space, and we circle back to the Musk-Twitter lawsuit with Vanderbilt Law Professor Morgan Ricks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Etsy CEO Josh Silverman and Code.org CEO Hadi Partovi on Expanding Computer Science Education & NetApp CEO George Kurian on Enterprise Cloud Outlook 7/12/22
Our anchors begin today’s show with CNBC’s Mike Santoli looking ahead to the impact of tomorrow’s inflation numbers on high-growth tech trading, and Morgan Stanley Head of Global Auto Research Adam Jonas offers his thoughts on a potential car from Apple. Then, Etsy CEO Josh Silverman and Code.org Co-Founder and CEO Hadi Partovi join after signing a new letter alongside 500 other corporate leaders calling on governors to expand access to computer science classes in schools across the country. Later, data management company NetApp CEO George Kurian offers his outlook for macro and foreign exchange crosswinds affecting the enterprise cloud space. 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 Looks to Scrap Twitter Deal, The Bull Case for Meta and Alphabet & Family Offices Go Big on Crypto 7/11/22
Our anchors begin today’s show covering Elon Musk looking to scrap his deal to buy Twitter, and Satori Fund Founder Dan Niles shares his thoughts on the state of the broader market. Then, Goldman Sachs Managing Director Eric Sheridan offers his bear case for Meta and Alphabet, and CNBC’s Leslie Picker breaks down the performance of hedge funds in the first half of 2022. Next, we circle back to the Twitter-Musk legal battle with analysis from Columbia Law School Professor Zohar Goshen, and CNBC’s Robert Frank reports on prominent family offices investing large portions of their holdings in digital currencies. Later, Council on Foreign Relations Senior Fellow Sebastian Mallaby joins after publishing a new column in the Washington Post betting big on crypto’s future. 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 the Growth Rally, The Bull Case for Software and Semis & Tether CTO Paolo Ardoino on the Stablecoin Ecosystem 7/8/22
Our anchors begin today’s show breaking down the rally in growth stocks with CNBC’s Dom Chu, and Goldman Sachs Asset Management Portfolio Manager Brook Dane joins with his bull case for software and semiconductors. Then, Former Square Executive Chairman Jackie Reses offers her outlook for fintech, and CNBC’s Steve Kovach highlights the week’s gains for mega-cap tech names. Next, CNBC’s Steve Liesman covers recent comments from Fed Governor Lael Brainard on the crypto space, and stablecoin Tether Chief Technology Officer Paolo Ardoino shares his insight amid the broader turbulence hitting digital currencies. Later, our Julia Boorstin recaps her interview with Liberty Media CEO Greg Maffei from the Sun Valley conference, covering M&A, the expansion of Formula 1 and more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Tech Start-Up Funding Plunges in 2022, A Look at TikTok’s User Data Storage & Samsung Reports Q2 Results 7/7/22
Our anchors begin today’s show with CNBC’s Mike Santoli weighing in on the market’s rotation back into growth, and Craft Ventures Co-Founder David Sacks offers his insight on tech start-ups amid the current volatility. Then, Platformer Editor Casey Newton joins after publishing a new piece on TikTok’s storage of user data, and CNBC’s Kristina Partsinevelos reports on Samsung’s Q2 results. Next, Evercore ISI Head of Internet Research Mark Mahaney shares his outlook for the sector, and our Julia Boorstin covers the latest on the broader pullback in ad spending from the Sun Valley conference in Idaho. Later, CNBC’s Kate Rooney breaks down the role of FTX CEO Sam Bankman-Fried in helping to stabilize the crypto ecosystem. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Amazon Takes Stake in Grubhub, Arm CEO Rene Haas on Chip Space Outlook & Sun Valley Conference Kicks Off in Idaho 7/6/22
Our anchors begin today’s show with Needham analyst Bernie McTernan offering his insight on Amazon taking a stake in food delivery platform Grubhub, and Evercore ISI analyst Amit Daryanani explains his recent decision to downgrade HP. Then, Incisive Ventures Founder and Managing Partner Martin Tobias makes his case against VC firms becoming investment advisors, and chip designer Arm CEO Rene Haas shares his outlook for the broader semiconductor space. Later, our Julia Boorstin reports from the Sun Valley conference in Idaho as some of the biggest names in media and tech gather with macroeconomic uncertainty, streaming and advertising spending in full focus. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Tesla Misses Q2 Vehicle Delivery Estimates, A Look at Andy Jassy’s First Year as Amazon CEO & Breaking Down Micron’s Earnings and Guidance 7/5/22
Our anchors begin today’s show looking at Tesla missing the Street’s consensus for Q2 vehicle deliveries, with insight from CNBC’s Phil LeBeau and Threadneedle Ventures Founder and Managing Partner Ann Berry. Then, Morgan Stanley analyst Erik Woodring shares his thoughts on Apple amid the current macro environment, and Madrona Venture Group Managing Partner Matt McIlwain joins with his perspective on what to expect from Amazon CEO Andy Jassy’s second year on the job. Next, CNBC’s Mike Santoli looks at the Nasdaq pricing in negative investor sentiment, and former VMware COO Sanjay Poonen offers his perspective on what to expect from tech trading in the second half of 2022. Later, our team breaks down chipmaker Micron posting earnings and disappointing guidance amid a volatile year for semiconductor stocks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

TechCheck+ 'The Offer' EP Nikki Toscano on Showcasing The Making of 'The Godfather' 7/1/22
: CNBC's Carl Quintanilla sits down with Nikki Toscano, showrunner and executive producer of "The Offer” on Paramount+, to dive into how the limited series showcases Oscar-winning producer Albert S. Ruddy's never-before-seen experiences making “The Godfather.” They discuss how the show’s producers cast fresh faces to play cinema icons Al Pacino and Marlon Brando, competing in a flooded streaming environment contending with bidding wars, and words of advice for young up-and-coming showrunners entering the industry. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Meta Slashes Engineer Hiring Targets, Micron’s Guidance Miss Sends Shares Sliding & FTX Reportedly Looks to Buy BlockFi 7/1/22
Our anchors begin today’s show covering Meta’s plans to adapt to the current downturn, and Bessemer Venture Partners’ Elliott Robinson joins with his outlook for the cloud sector. Then, Needham analyst Rajvindra Gill shares his insight on chipmaker Micron’s latest earnings and guidance. Next, we take a deep dive into rumors that crypto exchange FTX might be looking to buy crypto lender BlockFi with CNBC’s Kate Rooney and Telstra Ventures General Partner Yash Patel. Former Google SVP of Ads and Commerce Sridhar Ramaswamy also discusses Meta’s digital ad spend, and CNBC’s Leslie Picker breaks down the macro headwinds driving a drop in buyout volume. Later, CNBC’s Phil LeBeau reports on a lawsuit alleging racial abuse against Black employees at Tesla, and we share highlights from the latest episode of our Carl Quintanilla’s “Binge” digital series, sitting down with “The Offer” Showrunner and Executive Producer Nikki Toscano. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

TechCheck+ Yelp's Chief Diversity Officer on Roe v. Wade Reversal 6/30/22
How are tech executives responding to the Supreme Court’s ruling to overturn Roe v. Wade? TechCheck producer Brandon Gomez talks with Yelp's Chief Diversity Officer Miriam Warren. They discuss the ruling's impact on company benefits for employees, covering out-of-state travel for reproductive care and how their companies decide when to weigh in on social issues that impact their teams. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Bumble CEO Whitney Wolfe Herd on Roe v. Wade, Digital Realty CEO William Stein Responds to Chanos Short & Snapchat Unveils New Subscription Service 6/30/22
Our anchors start today’s show breaking down the first half of the year for tech trading with Wall Street Journal markets reporter Gunjan Banerji and Neuberger Berman CIO of Global Research Strategies Hari Ramanan. Then, CNBC’s Kate Rooney reports on the SEC rejecting crypto investment platform Grayscale’s proposal to turn its Bitcoin fund into an ETF. Next, Bumble Founder and CEO Whitney Wolfe Herd offers her thoughts on the Supreme Court overturning Roe v. Wade and more, and Digital Realty CEO William Stern joins to respond to investor Jim Chanos’ short on data center companies. Later, CNBC’s Steve Kovach reports on the potential impact of China’s Covid lockdowns on Apple’s business, and our Julia Boorstin covers the features that will become available through the new Snapchat Plus subscription service. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
FCC Commissioner Calls for App Stores to Remove TikTok, Pinterest CEO Ben Silbermann Announces Plans to Step Down & iPhone Celebrates 15th Anniversary 6/29/22
Our anchors begin today’s show looking at the current environment for short sellers with GGV Capital Managing Partner Jeff Richards, and FCC Commissioner Brendan Carr joins after publishing a letter calling for Apple and Google to remove TikTok from their app stores. Then, CNBC’s Frank Holland recaps his interview with FedEx CEO Raj Subramaniam ahead of the company’s investor day, and Greycroft Partner Kamran Ansari offers his perspective on Pinterest as founder and CEO Ben Silbermann announces plans to step down. Next, our Jon Fortt shares highlights from his conversation on the current market turbulence with Nasdaq CEO Adena Friedman, and CNBC’s Leslie Picker breaks down the effects of the recent crypto collapse on the broader financial system. CNBC’s Kate Rooney also reports on customers being impacted by crypto company Celsius Network freezing withdrawals. Later, Wall Street Journal Senior Personal Technology Columnist Joanna Stern and CNBC’s Steve Kovach share their insight on Apple as the Journal debuts a new documentary marking the 15th anniversary of the iPhone. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
FTX Denies Robinhood Acquisition Rumors, A Look at the Fintech Consolidation Landscape & Big Tech Pushes Back Against Anti-LGBTQ Legislation 6/28/22
EOur anchors start today’s show covering the rumors that crypto exchange FTX might be looking to buy trading platform Robinhood, with insight from CNBC’s Kate Rooney and Slow Ventures General Partner Sam Lessin. Then, Bain & Company Partner Michael Cashman offers his perspective on the broader consolidation landscape in fintech, and Jefferies analyst Brent Thill joins to discuss his upgrade of cloud computing firm Snowflake. Next, our Julia Boorstin looks at catalysts sending Disney shares higher, and Wedbush Securities Head of Equity Trading Sahak Manuelian shares his outlook for tech amid the ongoing volatility. Later, CNBC’s Steve Kovach reports on big tech names pushing back against anti-LGBTQ legislation. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Tech Companies React to Overturn of Roe v. Wade, Snowflake CEO Frank Slootman on User Conference & FalconX CEO Raghu Yarlagadda on Latest Funding Round 6/27/22
We start today’s show with New Street Advisors Group Founder and CEO Delano Saporu sharing his outlook for Meta, Coinbase and more, and Citi Co-Head of U.S. Software Equity Research Tyler Radke joins with his top picks amid the volatility. Then, our Julia Boorstin reports on the reaction of tech companies to the Supreme Court overturning Roe v. Wade, and Snowflake CEO Frank Slootman offers his main takeaways from the cloud computing firm’s recent global user conference. Later, FalconX CEO Raghu Yarlagadda discusses the crypto trading platform doubling its valuation with a $150 million funding round. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Supreme Court Overturns Roe v. Wade 6/24/22
We spend today’s show bringing you CNBC’s breaking coverage of the Supreme Court overturning Roe v. Wade, with live reporting from Chief General News Anchor Shepard Smith and insight on the implications of the ruling moving forward. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Federal Reserve Chair Jerome Powell Testifies Before the House Financial Services Committee 06/23/22
We spend today’s show covering Federal Reserve Chairman Jerome Powell’s live testimony on monetary policy before the House Financial Services Committee, discussing inflation, quantitative tightening, unemployment and more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Federal Reserve Chair Jerome Powell Testifies Before the Senate Banking Committee 6/22/22
We spend today’s show bringing you Federal Reserve Chairman Jerome Powell’s live testimony on monetary policy before the Senate Banking Committee, sharing his thoughts on interest rates, inflation, energy prices and more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

TechCheck+ Crypto Winter; Where does bitcoin go next? 6/21/2022
CNBC TechCheck’s Deirdre Bosa on the latest bitcoin price volatility and continued fallout with Samson Mow, CEO of JAN3. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Snap CEO Evan Spiegel on Outlook, ProShares Launches First Bitcoin Short ETF & Gong CEO Amit Bendov on Tech Revenue Guidance 06/21/22Bitcoin Short ETF & Gong CEO Amit Bendov on Tech Revenue Guidance 06/
EOur anchors begin today’s show with Snap CEO Evan Spiegel after the social media platform started testing a paid subscription model last week to try boosting revenue. Then, CNBC’s Kate Rooney reports on the recent crash in crypto prices, and ProShares Global Investment Strategist Simeon Hyman joins after launching the first Bitcoin short ETF. Next, CNBC’s Frank Holland looks at how currency values are impacting growth for cloud and enterprise tech, and revenue forecasting firm Gong Co-Founder and CEO Amit Bendov offers his thoughts on sales guidance amid the ongoing volatility. Later, Verge Editor-in-Chief Nilay Patel previews the news site’s Netflix series, “The Future Of,” before the show premieres tonight. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Finding Reasons for Near-Term Bullishness, Elon Musk Holds First Meeting with Twitter Staff & The State of Crypto in Latin America 6/17/22
Our anchors begin today’s show with CNBC’s Mike Santoli analyzing the Nasdaq 100 losing a third of its value amid the recent volatility, and NorthmanTrader Founder Sven Henrich offers some reasons for being bullish in the near term. Then, CNBC’s Steve Kovach recaps highlights from Elon Musk’s first meeting with Twitter’s staff, and Bank of America analyst Jessica Reif Ehrlich shares her outlook for media stocks. Next, March Capital Co-Founder and Managing Partner Sumant Mandal discusses where to find value following yesterday’s tech sell-off, and CNBC’s Kate Rooney reports on crypto investor sentiment in Miami. Later, Big Technology newsletter author Alex Kantrowitz joins after publishing a new piece on the state of digital currency in Latin America, and CNBC’s Frank Holland covers efforts being taken to increase minority representation in tech. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nasdaq Plunges to Start the Morning, T-Mobile CEO Mike Sievert on Free In-Flight Internet Announcement & Silvergate Capital CEO Alan Lane on Crypto Plunge 6/16/22
Our anchors begin today’s show with CNBC’s Mike Santoli breaking down the Nasdaq selling off to start the morning, and Satori Fund Founder Dan Niles offers his outlook for whether investors should expect more pain ahead for the markets. Then, T-Mobile CEO Mike Sievert joins as the telecom provider announces free in-flight internet and streaming on U.S. airlines, and crypto bank Silvergate Capital CEO Alan Lane offers his outlook as the ongoing volatility hammers digital currencies. Next, CNBC’s Dom Chu covers some of the top tech laggards plunging on the day, and Microsoft EVP and Chief Commercial Officer Judson Althoff discusses the company launching a new product to expand its influence in the sales software market. Later, CNBC’s Kristina Partsinevelos takes a deeper dive into some of the worst performing names across fintech, semiconductors and Chinese tech. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Bull Case for Netflix, Maryland Apple Store Workers Kick Off Union Vote & Ways to Improve Hybrid Work Meetings 06/15/22
Our anchors begin today’s show breaking down defensive tech plays amid the volatility in the markets with CNBC’s Dom Chu, and Credit Suisse Head of U.S. Equity Strategy and Quantitative Research Jonathan Golub offers his long-term outlook for the sector. Then, Cowen analyst John Blackledge joins to discuss his bull case for Netflix, and CNBC’s Steve Kovach reports on Apple Store workers in Maryland kicking off their union election today. Next, we bring in a pair of opposing viewpoints on Bitcoin as the digital currency continues its declines this morning, with crypto investor and Archetype Venture Partner Katherine Wu facing off against crypto critic and Pinboard Founder Maciej Ceglowski. Later, Wall Street Journal Senior Personal Technology Columnist Joanna Stern discusses remote work trends and ways to improve hybrid meetings. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Finding Software Plays Amid Volatility, Coinbase Announces Layoffs & Congressional Lawmakers Work Toward Tech Legislation 06/14/22
EOur anchors begin today’s show hunting for defensive and value plays in software with Wells Fargo Senior Analyst Michael Turrin and Altimeter Capital Partner Jamin Ball. Then, CNBC’s Kate Rooney breaks down crypto exchange Coinbase’s plans to lay off 18% of its workforce. Next, MoffettNathanson analyst Lisa Ellis and Castle Island Ventures Founding Partner Nic Carter offer their takes on how to play the digital currency space, and CNBC’s Kristina Partsinevelos covers some of 2022’s top Nasdaq laggards. Later, Wilmington Trust Head of Investment Strategy Meghan Shue discusses her outlook for tech amid fears of a recession, and CNBC’s Ylan Mui reports on congressional lawmakers working toward new privacy legislation and a tech antitrust bill. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nasdaq Plunges to Start the Week, Former Zillow CEO Spencer Rascoff on Finding Value in Amazon & Bitcoin Hits Lowest Levels Since Late 2020 6/13/22
Our anchors begin today’s show breaking down the morning’s massive sell-off with CNBC’s Mike Santoli, and CNBC’s Steve Kovach breaks down the impact of the volatility on some of the biggest names in tech. Then, Zillow Co-Founder and Former CEO Spencer Rascoff shares his bull case for Amazon, and CNBC’s Kate Rooney looks at Bitcoin hitting its lowest levels since late 2020. Next, Bank of America analyst Jason Kupferberg weighs in on consumer interest in crypto, and Goldman Sachs analyst Kash Rangan offers insight on finding value in the software space. Later, New Street Advisors Group Founder and CEO Delano Saporu and Neuberger Berman Managing Director Daniel Flax share a broader perspective on navigating the volatility and hunting for opportunity in the current environment. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

TechCheck+ Jim Cramer in San Francisco 6/10/22
EJoin CNBC TechCheck’s Deirdre Bosa for a livestream with Jim Cramer at CNBC’s 1 Market Studio in San Francisco. As Jim wraps up his week on the west coast, they’ll discuss the state of tech in the markets, the CNBC Investing Club, and takeaways from his week in Silicon Valley. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jim Cramer Joins to Talk Today’s Tech Weakness, DocuSign CEO on the Quarter & How to Play the Sell-Off 6/10/22
Our anchors kick off this Friday’s show with Jim Cramer covering today’s big movers amid the broader sell-off. Then, DocuSign CEO Dan Springer joins to break down the latest quarterly results that sent shares off a cliff this morning. Later, we discuss how to play the sell-off with Needham Portfolio Manager Chris Retzler. Plus, New York Times Reporter Peter Coy joins to speak about his latest op-ed, “The U.S. Tech Sector is Looking Weak. That’s a Geopolitical Risk.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Bull and Bear Case for Meta, Microsoft Launches Game Pass Service for Samsung TVs & Citi Lowers Estimates on Intel 06/09/22
Our anchors begin today’s show taking a deep dive into Meta’s valuation, headwinds and more with CNBC’s Dom Chu and our Julia Boorstin. Then, Canvas Ventures General Partner Mike Ghaffary and Jefferies analyst Brent Thill debate the bull and bear cases for Meta, and CNBC’s Steve Kovach reports on Microsoft launching a game pass service for Samsung TVs. Next, Citi analyst Christopher Danely shares his outlook for Intel and the broader chip space, and Bernstein analyst Nikhil Devnani weighs in on top picks DoorDash, Etsy and Uber. Later, CNBC’s Kate Rooney covers SEC Chair Gary Gensler’s proposed rule changes for stock trading firms. 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 Netflix-Roku Acquisition Rumors, Flexport CEO Ryan Petersen on C-Suite Change & Smartsheet CEO Mark Mader on Results 6/8/22
Our anchors start today’s show hunting for opportunity amid the down market with CNBC’s Dom Chu, and our Julia Boorstin reports on rumors surrounding Netflix acquiring streamer Roku. Then, MoffettNathanson Senior Managing Director Michael Nathanson circles back with more insight on Netflix, and Flexport CEO Ryan Petersen joins after announcing outgoing Amazon Worldwide Consumer CEO Dave Clark will become the freight forwarding company’s new CEO. Next, CNBC’s Bob Pisani joins for a look at the crypto landscape from Piper Sandler’s Global Exchange Conference, and our Julia Boorstin returns with highlights from Spotify’s first investor day since going public in 2018. Later, Smartsheet CEO Mark Mader breaks down the software-as-a-service firm’s latest results and guidance. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
MongoDB CEO Dev Ittycheria on Outlook, GitLab CEO Sid Sijbrandij on Q1 Beat & Uber Teams with Waymo on Autonomous Trucking 6/7/22
Our anchors begin today’s show with CNBC’s Jim Cramer sharing his thoughts on Apple following the start of the tech giant’s Worldwide Developers Conference, and MongoDB CEO Dev Ittycheria offers insight as the software firm hosts its investor day. Next, our Julia Boorstin reports on Texas Attorney General Ken Paxton opening an investigation into bot accounts on Twitter, and Verge Editor-in-Chief Nilay Patel circles back for a closer look at Apple’s biggest announcements from WWDC. DevOps platform GitLab CEO Sid Sijbrandij also joins after beating the Street’s expectations in Q1, and CNBC’s Kate Rooney delivers an update on PayPal letting users transfer crypto on and off the platform. Later, CNBC’s Phil LeBeau covers Uber’s plans to team up with Waymo on autonomous trucking. 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 Apple’s WWDC, Affirm CEO Max Levchin on Buy-Now-Pay-Later Outlook & Big Tech Reacts to Potential Federal Privacy Bill
Our anchors start today’s show with Satori Fund Founder Dan Niles offering his outlook for the markets, and CNBC’s Steve Kovach joins Wall Street Journal Senior Personal Technology Columnist Joanna Stern to share their expectations for Apple’s annual Worldwide Developers Conference. Next, our Julia Boorstin reports on the latest in the Elon Musk-Twitter saga, and Affirm Founder and CEO Max Levchin shares his thoughts on the headwinds facing the buy-now-pay-later space. Later, CNBC’s Kate Rooney breaks down software firm MicroStrategy’s attempts to become a Bitcoin company, and CNBC’s Ylan Mui covers big tech’s reaction to a new bipartisan bill that could create a federal framework for data collection and privacy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Previewing Apple’s Worldwide Developers Conference, Layoffs Sweep Across Tech & Autonomous Robo-Taxi Service Gains Approval in San Francisco 6/3/22
Our show begins with President Joe Biden delivering remarks on the May jobs report before our anchors share highlights from interviews with HashiCorp CEO Dave McJannet, PagerDuty CEO Jennifer Tejada and Samsara CEO Sanjit Biswas offering their outlook after delivering Q1 results. Then, BMO Wealth Management Chief Investment Strategist Yung-Yu Ma joins with his thoughts on the volatility in tech, and CNBC’s Steve Kovach breaks down the latest on Apple as the tech giant gets set to kick off its annual Worldwide Developers Conference. Later, CNBC’s Kate Rooney covers layoffs and hiring freezes sweeping across the sector, and CNBC’s Phil LeBeau reports on autonomous vehicle company Cruise gaining approval to offer a robo-taxi service to paying riders in San Francisco. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

TechCheck+ Guild Co-founder & CEO Rachel Romer Carlson 6/2/22
CNBC's Julia Boorstin chats with Guild co-founder and CEO Rachel Romer Carlson on the heels of the edtech unicorn announcing a $175 million Series F financing round this morning, including an investment from Oprah Winfrey. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Meta COO Sheryl Sandberg Plans to Step Down, Hewlett Packard Enterprise CEO Antonio Neri on Q2 Earnings & C3 AI CEO Tom Siebel Discusses Latest Results 6/2/22
Our anchors begin today’s show covering Microsoft cutting its quarterly revenue and earnings guidance, with insight from CNBC’s Steve Kovach and Bespoke Investment Group Co-Founder Paul Hickey. Then, our Julia Boorstin reports on Meta COO Sheryl Sandberg’s plans to step down from her role, and Hewlett Packard Enterprise CEO Antonio Neri joins for a look at the company’s Q2 earnings. Next, we circle back to Sheryl Sandberg’s announcement with Chegg CEO Dan Rosensweig, who helped introduce her to Meta CEO Mark Zuckerberg. C3 AI CEO Tom Siebel also weighs in on the enterprise software provider’s latest results, and our Julia Boorstin returns for a deep dive into social media platforms Snap and Pinterest. Later, our Jon Fortt shares highlights from his interview with Qualcomm CEO Cristiano Amon and ServiceNow CEO Bill McDermott at the first-ever Fortt Knox dinner. 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 Latest Earnings, San Francisco Federal Reserve President Mary Daly on Inflation & “Stranger Things” Breaks Netflix Opening Weekend Viewing Record 6/1/22
Our anchors begin today’s show breaking down the latest earnings from software company Salesforce with Index Ventures Partner Nina Achadjian and Evercore ISI Senior Managing Director Kirk Materne. Then, CNBC’s Frank Holland covers HP’s quarterly results, and San Francisco Federal Reserve President and CEO Mary Daly joins for an exclusive interview on inflation, rate hikes and more. Next, our Julia Boorstin reports on the Supreme Court temporarily blocking a controversial Texas law that would ban online platforms from moderating or removing content based on viewpoint. CNBC’s Ylan Mui also covers the Senate moving closer to a bipartisan deal on antitrust legislation that could affect Amazon, and Neuberger Berman CIO Hari Ramanan shares insight on tech investments that could help investors ride out the current economic headwinds. Later, our Julia Boorstin returns for a look at “Stranger Things” breaking Netflix’s opening weekend viewing record. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Bull and Bear Case for Software, “Top Gun: Maverick” Beats Box Office Expectations & Finding Opportunity in Fintech 5/31/22
Our anchors begin today’s show with CNBC’s Dom Chu breaking down falling valuations among stocks with strong fundamentals. Then, ACME Capital Co-Founder and Partner Hany Nada and Jefferies analyst Brent Thill debate the bull and bear cases for software, and Citi Managing Director Jim Suva shares his insight on opportunities in hardware. Next, our Julia Boorstin recaps the massive opening weekend for “Top Gun: Maverick,” and CNBC’s Kristina Partsinevelos highlights the top Nasdaq movers of the morning. NorthmanTrader Founder Sven Henrich also joins for a look at inflation and the tech sector, and CNBC’s Kate Rooney analyzes winners and losers in the fintech space. Later, CNBC’s Frank Holland previews earnings from Salesforce and HP before both companies report results after the bell. 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, Snowflake CEO Frank Slootman & Autodesk CEO Andrew Anagnost Break Down Their Latest Earnings 5/27/22
Our anchors begin today’s show with Bessemer Venture Partners’ Byron Deeter sharing his outlook for enterprises pulling back hiring and spending, and Zscaler CEO Jay Chaudhry joins for a look at the cloud security provider’s latest earnings. Then, our Julia Boorstin reports on Twitter shareholders filing a class action lawsuit against Elon Musk and the platform, and Snowflake CEO Frank Slootman offers his insight on the cloud computing firm’s results and guidance. Later, software company Autodesk CEO Andrew Anagnost weighs in after beating the Street in Q1, sending shares surging. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Broadcom to Acquire VMware for $61 Billion, Breaking Down Nvidia’s Latest Earnings & Apple Boosts Pay for Employees Worldwide 5/26/22
EOur anchors begin today’s show breaking down chipmaker Broadcom’s plans to acquire cloud computing firm VMware for $61 billion, with insight from Moor Insights & Strategy CEO Patrick Moorhead. Then, Bank of America analyst Vivek Arya joins to discuss semiconductor manufacturer Nvidia’s Q1 earnings, and Maverick Ventures Managing Director Ambar Bhattacharyya looks at the latest results from cloud computing firm Snowflake. Next, our Julia Boorstin reports on Elon Musk increasing his equity commitment for buying Twitter, and CNBC’s Kate Rooney covers venture firm Sequoia Capital warning founders to preserve cash and cut costs. Later, CNBC’s Steve Kovach shares details on Apple boosting pay for both retail and corporate employees worldwide. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Breyer Capital CEO Jim Breyer on Investment Outlook, Intuit CEO Sasan Goodarzi on Earnings & Andreessen Horowitz Launches $4.5B Crypto Start-Up Fund 5/25/22
Our anchors begin today’s show hunting for value amid volatility in tech with Destination Wealth Management CEO and Founder Michael Yoshikami, and our Julia Boorstin previews today’s shareholder meetings from Meta and Twitter. Then, Breyer Capital Founder and CEO Jim Breyer shares his investment outlook in an interview from the World Economic Forum in Davos, Switzerland. Next, Intuit CEO Sasan Goodarzi joins after the financial software provider posted an earnings beat with strong guidance, and CNBC’s Kate Rooney reports on venture capital firm Andreessen Horowitz raising $4.5 billion to spend on crypto and blockchain start-ups. MoffettNathanson analyst Lisa Ellis also explains why she cut her price target on crypto exchange Coinbase. Later, CNBC’s Kristina Partsinevelos glances ahead to chipmaker Nvidia’s results after the bell, and CNBC’s Frank Holland offers insight on what to expect from cloud computing firm Snowflake’s earnings. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Snap Projects Q2 Revenue Miss, Thoma Bravo Co-Founder Orlando Bravo on Consolidation & Comcast Comments on Electronic Arts Meeting 05/24/22
EOur anchors begin today’s show covering Snap CEO Evan Spiegel warning that the social media giant will miss its Q2 targets for revenue and adjusted earnings. Then, CNBC’s Mike Santoli joins for a closer look at select sectors within tech, and Verge Editor-in-Chief Nilay Patel circles back to the fallout from Snap’s announcement. Next, Thoma Bravo Co-Founder and Managing Partner Orlando Bravo weighs in on the overall state of M&A, and our Julia Boorstin covers comments from CNBC parent Comcast surrounding reports about the company’s meeting with video game maker Electronic Arts. Later, Platformer News Founder Casey Newton shares his perspective on Snap’s guidance, and CNBC’s Kristina Partsinevelos breaks down e-commerce and Chinese tech stocks dragging lower to start the morning. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Broadcom Reportedly Discusses Buying VMware, Palo Alto Networks CEO Nikesh Arora on Cybersecurity & FTX Pursues Acquisition Targets 5/23/22
Our anchors begin today’s show breaking down reports that chipmaker Broadcom is in talks to purchase cloud computing firm VMware, with insight from GGV Capital Managing Partner Glenn Solomon and Calixto Global Investors Founder Eduardo Costa. Then, cybersecurity provider Palo Alto Networks Chairman and CEO Nikesh Arora joins for an interview on the global state of digital attacks from the World Economic Forum in Davos, Switzerland. Next, our Julia Boorstin covers video game maker Electronic Arts reportedly pursuing a buyer, and Bank of America analyst Wamsi Mohan shares his thoughts on potential M&A options for Apple. Later, CNBC’s Mike Santoli offers insight on how stocks are digesting consumer weakness, and CNBC’s Kate Rogers looks at crypto exchange FTX shopping around for an acquisition target, according to sources. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.