TechCheck

Our anchors begin today’s show with CNBC’s Josh Lipton taking a look at Apple, Microsoft and Nvidia, three of Wall Street’s favorite mega-caps. Then, guest anchor CNBC’s Kayla Tausche focuses on lawmakers pushing President Biden to prioritize big tech regulation, and Former Uber Chief Business Officer Emil Michael visits to talk quick commerce companies promising deliveries in 15 minutes or less. Next, VanEck Associates CEO Jan van Eck delivers details on his outlook for Bitcoin and ETFs in the year ahead, and our Deirdre Bosa reports on substandard conditions at a Foxconn plant in India. CNBC’s Bob Pisani also joins to break down tech stock buybacks, including the $48 billion worth of buybacks from Apple, Meta and Alphabet in Q3. Later, software consultant Paul Butler discusses his newest piece comparing blockchain “play to earn” games to Ponzi schemes. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show highlighting the underperformance of fintech, with insight from Mizuho Managing Director Dan Dolev on opportunities within the sector. Next, CNBC’s Mike Santoli joins to cover the mega-cap stocks driving the market’s latest rally. Evercore ISI Head of Internet Research Mark Mahaney also focuses on his top five product development catalysts in 2022, including Uber’s subscription service and Netflix branching into gaming. Then, our Deirdre Bosa takes a look at how Apple, Alphabet and other tech firms are spending massive amounts of cash, and CNBC’s Josh Lipton covers strong performers in the cybersecurity sector. Later, our team recaps CNBC’s final quarterly stock report of the year, and New York Times reporter Maureen Farrell discusses her recent article on tech’s favorite tax loophole. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with Apple closing its New York City stores due to omicron concerns as the stock once again inches towards a $3 trillion market cap. Then, Leuthold Group Chief Investment Strategist Jim Paulsen discusses his outlook for 2022, including his projection that tech and growth stocks will underperform broader market plays in the first half of new year. Next, our team shifts focus to semis: CNBC’s Josh Lipton joins with insight into investors’ favorite chipmakers, followed by a closer look at the sector with Mizuho Securities Senior Semiconductor Analyst Vijay Rakesh. Automattic CEO and WordPress Co-Founder Matt Mullenweg also shares his thoughts on the internet’s future and open web. Later, CNBC’s Bob Pisani highlights the underperformance of Cathie Wood’s ARK Fund this year, and our Deirdre Bosa covers the broader collapse of stocks that went public via SPAC in 2021. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show with insight from CNBC’s Mike Santoli on the S&P hitting a record high and stocks having the greatest impact on the index this year. Next, CNBC’s Courtney Reagan covers retail winners from this holiday season, and Wilmington Trust’s Meghan Shue offers guidance on tech stocks in the year ahead. Truist Securities Senior Internet Analyst Youssef Squali also delivers his top internet picks for 2022, including Alphabet and Meta. Then, our Carl Quintanilla profiles Apple facing antitrust scrutiny in the Netherlands over app store fees, and CNBC’s Leslie Picker recaps this year’s wave of underperforming SPACs and IPOs. Later, non-resident senior fellow at Boston University’s Global Development Policy Center Robert McCauley joins to discuss his piece where he argues that comparing Bitcoin to a Ponzi scheme is unfair to Ponzi schemes. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show looking at the S&P hovering within 1% of all-time highs, with tech outperforming all other sectors on the week. Next, Dan Niles, founder and senior portfolio manager of the Satori Fund, joins with his top tech picks of 2022, and our Julia Boorstin highlights why shares of JD.com are sinking today. Trivago CEO Axel Hefer also visits with insight into how the omicron variant is affecting holiday travel trends. Then, our anchors take a look at MKM’s list of high-impact, low-probability predictions for the year ahead. Plus, actor and founder of Teremana Tequila and ZOA Energy Dwayne Johnson joins in an exclusive interview to discuss his latest blockbuster hit, his success in the spirits industry and much more. And later, it’s the final day of Julia Boorstin’s three-part deep dive into the metaverse. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors kick off today’s show with a trio of bullish calls on Amazon. Then, Credit Suisse Chief Equity Strategist and Head of Quantitative Research Jonathan Golub joins to take a deep dive into what defines a tech stock. Next, our Julia Boorstin covers a string of high-profile names missing CES this year amid Covid concerns. She also premieres day two of her three-part series on the metaverse. Then, Needham analyst Bernie McTernan joins to discuss ways companies are monetizing the metaverse. Next, video app Triller’s CEO Mahi de Silva joins as his company announces plans to go public through a reverse merger that is expected to value the company at $5 billion. Plus, we bring in Bank of America analyst Craig Siegenthaler for insight into his bearish outlook on Robinhood. And later, CNBC’s Kate Rooney takes a look at recent tweets from Elon Musk and Jack Dorsey, highlighting their comments on Web3 and venture capital. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show on semiconductor maker Micron’s quarterly results, with insight from Cowen’s Karl Ackerman. Then, CNBC’s Mike Santoli joins to look at the broader market picture, focusing on the performance of e-commerce over the past two years. Next, we turn to the highlights from an exclusive interview CNBC’s David Faber held with Disney Chairman Bob Iger, who is stepping down at the end of the year. Wall Street Journal reporter and CNBC contributor Gunjan Banerji also joins to share her take on the market, and our Julia Boorstin launches day one of her three-part series profiling the metaverse. Later, our anchors cover tweets from Elon Musk and Jack Dorsey on Web3, and Bill Magnuson, CEO of cloud marketing firm Braze, visits to discuss his company’s Q3 results. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin the show analyzing today’s sell-off with CNBC’s Mike Santoli before discussing Oracle’s largest-ever acquisition of medical records company Cerner. Then, Wedbush Securities Head of Technology and Media Trading Joel Kulina joins with insight on worthwhile investments in the current trading environment. Next, LinkedIn Co-Founder Reid Hoffman is here to talk investing in the metaverse, crypto and much more. Citi Analyst Tyler Radke also takes a deep dive into winners in the software sector, and our Jon Fortt previews his interview on inflation pressures and tightening supply with Honeywell CEO Darius Adamczyk. Later, CNBC’s Phil LeBeau covers the EV incentives at risk if the Build Back Better Act fails in the Senate, and our Julia Boorstin highlights the massive opening weekend for Spider-Man: No Way Home. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors are joined by guest anchor The Verge’s Editor-in-Chief Nilay Patel this Friday morning. They start off today’s show with a check on the markets with NorthmanTrader Founder Sven Henrich. Then, Bank of America Analyst Justin Post joins to discuss his top picks going into 2022, which include Amazon and Uber. Next, Index Ventures’ Nina Achadjian is here to speak about cloud stocks, zeroing in on the vertical SaaS space. We also have CNBC’s Phil LeBeau to cover why shares of Rivian are taking a tumble today. Then, we have the details on a crash in buy now, pay later stocks after the Consumer Financial Protection Bureau launched a probe into BNPL companies. And Later, “The Margins” Editor Ranjan Roy brings us his take on Peloton, saying he thinks the era of story stocks is over. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors start off the morning with shares of Adobe plummeting on weak guidance. Then, we are joined by Craft Ventures Co-Founder David Sacks, who says the crash is already here – it’s just not very evenly distributed. Sacks, who was an early investor in Reddit, also shares his thoughts on the social media company confidentially filing to go public. Next, Sony Pictures Chairman and CEO Tony Vinciquerra is here to discuss the upcoming release of “Spider-Man: No Way Home” as well as omicron’s potential impact on theater goers. We also have Founders Fund General Partner Keith Rabois to discuss tech valuations, Shopify, buy now, pay later and so much more. Then, CNBC’s Scott Cohn is here with the latest details on the Holmes trial as closing arguments begin today. And later, we cover Apple’s latest COVID-19 precautions. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors start of the morning with a bunch of bullish street calls on semis. Then, UBS Analyst Lloyd Walmsley joins to talk about his top picks in the internet space. Next, CNBC’s Ylan Mui is here to cover tech executives meeting with the Biden Administration to discuss broadband access. We also have our own Deirdre Bosa join from vacation with breaking news out of Airbnb! Then, CNBC’s Bob Pisani is here to cover the significant fluctuations we’ve seen in tech valuations ahead of the Fed meeting this afternoon. Next, we have Former Cisco Systems CEO John Chambers to share where he sees opportunity in tech as we head into 2022. Plus, CNBC’s Jennifer Elias joins to bring us the scoop on Google’s vaccination rules. And later, Samsara Co-Founder and CEO Sanjit Biswas joins live from the New York Stock Exchange ahead of the company’s IPO. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors are joined by guest anchor Plexo Capital’s Lo Toney this morning. They start off today’s show with Bank of America Analyst Wamsi Mohan who upgraded Apple to buy as the stock approaches a $3 trillion market cap. Next, our anchors cover Morgan Stanley’s top picks for the new year and Vox Media’s acquisition of Group Nine. Then, J.P. Morgan Analyst Sterling Auty is here to dive into the software sector. We also have TeraWulf CEO Paul Prager live from the Nasdaq as the green Bitcoin mining company makes its public debut today. And later, Vox Media CEO Jim Bankoff and Group Nine CEO Ben Lerer join in an exclusive interview on the companies’ merger agreement. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors kick off this Monday morning on Apple as the tech giant approaches a $3 trillion market cap. Next, we bring in Cowen Analyst John Blackledge who named Amazon a top mega cap pick heading into 2022. We also have NBC’s Morgan Chesky live from Edwardsville, Illinois to cover this weekend’s tornados that caused massive destruction, including six fatalities in an Amazon warehouse. Then, ServiceNow CEO Bill McDermott and EY CEO Carmine Di Sibio are here to exclusively discuss their new strategic partnership that they say will double the value of their existing relationship to $1 billion by 2025. Later, Adobe CEO Shantanu Narayen joins in an exclusive interview to speak about the company’s new product, Creative Cloud Express. And finally, Airtable CEO Howie Liu joins as the company announces a new fundraise of $735 million bringing Airtable’s valuation to over $11 billion. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show looking at Oracle shares surging to an all-time high on strong quarterly results. Then, we bring in Mizuho Securities Analyst Vijay Rakesh and turn to Broadcom, which beat street estimates on the top and bottom lines. Next, Andreessen Horowitz Partner Andrew Chen discusses his new book, “The Cold Start Problem: How to Start and Scale Network Effects.” Then, Credit Suisse Analyst Kaumil Gajrawala is here after downgrading Peloton to neutral and cutting his price target by more than 50%. Later, our anchors focus on C3 AI winning a $500 million contract with the U.S. Department of Defense, Google’s refusal to raise worker pay to match inflation, and a historic wave of stock sales from executives and insiders this year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors kick off today’s show with Bernstein Research Analyst Toni Sacconaghi on all things Apple as the company approaches a $3 trillion market cap. Then, we bring in The Information Reporter Wayne Ma on his latest piece detailing Tim Cook’s secret $275 billion agreement with China. Also, CNBC’s Julia Boorstin brings us the highlights from Instagram Chief Adam Mosseri’s testimony before Congress yesterday. We also have HashiCorp CEO Dave McJannet join from the Nasdaq ahead of the company’s market debut today. The IPO priced at $80 a share giving the software company a $14 billion valuation. Later, Databricks CEO Ali Ghodsi is here as the company announces it is launching its own venture fund to invest in data and AI technologies. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors start off today’s show on Apple as the stock hits yet another all-time high. Then, Morgan Stanley Head of Global Auto and Shared Mobility Research Adam Jonas joins to discuss the electric vehicle space, zeroing in on Rivian, Tesla and more. We also cover shares of Stitch Fix plunging today after the company slashed its revenue outlook. Plus, CNBC’s Julia Boorstin has the details on Roku finally reaching a deal with Google over YouTube. Next, Citi Global Head of Technology and Communications Banking Phil Drury joins to discuss this year’s IPOs. Also, CNBC’s Kate Rooney covers the crypto hearing today with CEOs from half a dozen cryptocurrency firms testifying before Congress. Later, PagerDuty CEO Jennifer Tejada is here as the company’s latest quarterly results are sending shares higher this morning Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors kick off the morning with news that Intel is taking its self-driving car unit Mobileye public by mid-2022. Then, Mobileye CEO Amnon Shashua joins to discuss the potential IPO that could value the group at $50 billion. Plus, Elon Musk took the stage at The Wall Street Journal’s CEO Council Summit last night and spoke out against government spending to support electric vehicle adoption. The Wall Street Journal’s Joanna Stern, who held the interview with Musk, joined us this morning to recap the highlights. We also have Calixto Global Investors Founder Eduardo Costa to talk tech picks going into 2022. Later, Gitlab CEO Sid Sijbrandij joins after the company reported results for its latest quarter. Plus, CNBC’s Scott Cohn is here with an update on Elizabeth Holmes’ trial. And later, CNBC’s Phil LeBeau brings us Stellantis CEO Carlos Tavares to discuss the company’s new technology announcements out of its first Software Day today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors begin today’s show looking at tech stocks lagging again to start the week, with insight from Credit Suisse Chief U.S. Equity Strategist Jonathan Golub. Then, we highlight today’s electric vehicle stock moves and speak with Bank of America Analyst John Murphy who initiated Rivian at buy this morning. Next, CNBC’s Leslie Picker covers Buzzfeed’s volatile first day of trading after completing its SPAC merger. Then, Fundstrat Global Advisors Managing Partner Tom Lee shares why he thinks there is a high probability of a year-end rally. Also, we check in on some DevOps companies ahead of HashiCorp’s public debut this week. Finally, Reddit Co-Founder Alexis Ohanian discusses the growth potential of a company he is invested in – entertainment tech startup Invisible Universe. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors kick off this Friday morning on semis vs. software amid the sell-off in the Nasdaq. Then, we focus on the FTC’s lawsuit to block Nvidia’s acquisition of chip designer Arm before speaking with Bessemer Venture Partners’ Byron Deeter on all things cloud. Also, Marvell Technology CEO Matt Murphy joins after the company beat third quarter estimates with revenue increasing by 61 percent. Then, CNBC’s Mike Santoli is here to take a look at the convergence in tech, IPOs and Cathie Wood’s Ark Fund. Next, DocuSign CEO Dan Springer joins to talk about his company missing revenue and billing guidance estimates, sending shares lower by 40 percent this morning. And later, CNBC’s Dom Chu highlights the biggest movers of the market sell-off and our Jon Fortt brings us a wrap-up of Cloud Week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors kick off today’s show with CNBC’s Mike Santoli covering the slump we’re seeing in software stocks and what’s driving the broader tech market. Then, Wedbush Securities Analyst Daniel Ives joins on his decision to raise Apple’s price target to a street high amid reports of weak iPhone 13 demand. Plus, Snowflake CEO Frank Slootman joins in an exclusive interview after the company beat revenue expectations for its latest quarter and issued higher guidance through the end of the year. Next, are movie stocks a good buying opportunity? CNBC’s Julia Boorstin is here to analyze theater names plunging on concerns over the omicron variant. Also, C3 AI CEO Thomas Siebel joins as the stock hits all-time lows this morning despite beating second quarter estimates. Next, we have Okta CEO Todd McKinnon to talk quarterly results, hybrid work and much more. And later, our anchors highlight Square CEO Jack Dorsey announcing plans to change the company’s corporate name to Block. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors start off today’s show with weak guidance sending shares of Salesforce lower this morning. Then, CNBC’s Mike Santoli is here to cover software versus semiconductors versus everything else. Next, NorthmanTrader Founder Sven Henrich joins to talk “the good, the bad and the ugly” in today’s market. We also have Box CEO Aaron Levie here with the stock rallying this morning after an earnings beat. Plus, it’s cloud week! Our Jon Fortt brings us his exclusive conversation with the new Amazon Web Services CEO Adam Selipsky on innovation in chips, the impact of inflation on pricing and much more. Later, CNBC’s Robert Frank has the details on CEOs unloading a record amount of shares this year. And also, in a second Cloud Week interview, we hear from Microsoft Executive Vice President Jason Zander. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors kick of the morning with CNBC’s Mike Santoli as the market begins dropping after a short-lived rally yesterday. Then, Wells Fargo Chairman of Global Internet Investment Banking Bob Peck is here to further discuss the market, M&A activity, valuations and much more. Next, we listen in on Federal Reserve Chair Jerome Powell’s testimony before the U.S. Senate Banking Committee. We also have CNBC’s Steve Liesman cover Fed Chair Powell’s comments that the central bank may accelerate its taper of bond purchases. We bring in Yardeni Research’s Ed Yardeni, Wilmington Trust Investment Advisor’s Meghan Shue and Lafayette College Endowment CIO Krishna Memani to further discuss the sell-off, how it changes their playbooks and how the new COVID-19 omicron variant plays a role. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors kick off the morning with news that Jack Dorsey will be stepping down as the CEO of Twitter. Then, Platformer Editor Casey Newton and Plexo Capital’s Lo Toney are here to share their thoughts on the change in Twitter’s leadership. Next, CNBC’s Kate Rooney joins to cover how Dorsey’s move will affect the other company he runs, Square. We also have CNBC’s Kristina Partsinevelos with the details on port backlogs. Then, Flexport CEO Ryan Petersen is here for more on the current supply chain and shipping disruptions. Plus, Nextdoor CEO and Former Square CFO Sarah Friar joins to discuss Nextdoor’s growth and Jack Dorsey stepping down as the CEO of Twitter. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors kick off this Friday morning with CNBC’s Meg Tirrell with the details on the new COVID-19 variant. Then, CNBC’s Mike Santoli is here to discuss today’s sell-off. We also have Bleakley Advisory Group CIO Peter Boockvar and New Street Advisors CEO Delano Saporu for more on the sell-off and where they are looking for opportunity. Next, CNBC’s Kate Rooney joins to cover the sell-off hitting cryptocurrencies. Then, Evercore ISI’s Mark Mahaney joins with his top picks, including Meta Platforms and Uber. Later, Piper Sandler Analyst James Fish is here to discuss work-from-home stocks with names like Zoom in the green today. Plus, CNBC’s Frank Holland has the story on whether supply chains will hold up this holiday season. Later, Sezzle CEO Charlie Youakim joins to discuss the buy now, pay later space. And don’t miss the Dean of Brown University’s School of Public Health Dr. Ashish Jha for more on the new South African COVID variant. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors kick off today’s show with Cathie Wood’s latest strategy that she says is like “Ark on steroids.” Then, Bespoke Investment Group Co-Founder Paul Hickey joins to discuss inflation, cloud, semiconductors and much more. Next, JP Morgan Analyst Ken Worthington is here to talk Robinhood with shares down nearly 20 percent in the last five sessions. Then, CNBC’s Leslie Picker is here to with the details on short interest at all-time lows. Next, we have Tuttle Capital Management CEO Matthew Tuttle to discuss his new ETF that is betting against Cathie Wood’s Ark Innovation Fund. And later, Nutanix CEO Rajiv Ramaswami joins to discuss the company’s latest earnings report. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors start off today’s show with Zoom’s stock plummeting following its latest earnings report. Then, Citi Software Analyst Tyler Radke joins for more on Zoom, which he calls a high-risk play. Next, CNBC’s Mike Santoli is here to break down what’s driving the recent market activity. We also have Wedgewood Partners CIO David Rolfe share where he sees opportunity in today’s market and why he’s bullish on Taiwan Semiconductor. Then, CNBC’s Kate Rooney covers payment stocks slipping as we head into the holiday season. Plus, Financial Times Correspondent Robin Wigglesworth joins to discuss his latest piece “The ‘Tesla-Financial Complex’: how carmaker gained influence over markets.” Also, CNBC’s Dom Chu covers the negative sentiment around Cathie Wood’s Ark ETF. And later, CEO of delivery service Shipt Kelly Caruso is here to discuss what to expect this holiday shopping season. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors kick off today’s show with CNBC’s Mike Santoli on the connection between interest rates, inflation and the valuation of tech stocks. Then, we have Goldman Sachs Managing Director Eric Sheridan who named Amazon a top pick going into the holiday season. Plus, CNBC’s Ylan Mui has the details on President Biden nominating Jerome Powell for a second term as Chairman of the Federal Reserve. Next, Moffett Nathanson Founding Partner Michael Nathanson is here to talk streaming stocks after he downgraded Roku to sell. Also, CNBC’s Scott Cohn is here with the latest updates on the Elizabeth Holmes trial. Then, Corporate Governance Expert and ValueEdge Advisors Vice Chair Nell Minow joins to discuss what’s next for Activision Blizzard after CEO Bobby Kotick told colleagues he would consider leaving the company. And later, we cover why Adele pushed Spotify to remove its shuffle feature from all artist albums. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors kick off this Friday morning with news that Chamath Palihapitiya sold 15% of his stake in fintech company Sofi in addition to issuing caution to investors. Then, we take a look at today’s earnings movers including Intuit, Palo Alto Networks and Applied Materials. Next, Bernstein Analyst Toni Sacconaghi joins to give his take on Apple with the stock trading at record highs today. We also have Intuit CEO Sasan Goodarzi after the company posted strong results for its latest quarter. Later, VanEck CEO Jan van Eck is here after the company launched a new Bitcoin futures ETF this week after the SEC rejected its pure play Bitcoin ETF. Then, CNBC’s Courtney Reagan joins to talk e-commerce trends from top retailers like Target and Walmart. Also, CNBC’s Frank Holland has the details on how Amazon is preparing for Black Friday. Plus, don’t miss Morgan Stanley’s underappreciated metaverse picks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC’s Jim Cramer joins our anchors to kick off this morning’s show covering Nvidia and Alibaba post-earnings and UBS naming Square a top pick. Then, CNBC’s Dom Chu has the breakdown of what’s driving the tech sector’s rally. Next, Sonos CEO Patrick Spence joins after the company reported a strong forecast, even though sales missed estimates for the quarter. Later, CNBC’s Josh Lipton is here to cover Activision Blizzard taking the heat after reports showed CEO Bobby Kotick knew of sexual misconduct at the company for years. And later, we return to Nvidia with BMO Capital Markets Analyst Ambrish Srivastava who has an outperform rating on the stock. Plus, we have the details on Amazon teaming up with Starbucks to launch a café in Manhattan. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors start off the morning with CNBC’s Jim Cramer to talk tech e-commerce, electric vehicles and chips. Then, Bessemer Venture Partners’ Byron Deeter joins to share some of his top picks and discuss how tech will weather an inflationary environment. Later, we cover a downgrade on Roku by Moffett Nathanson. Also, Crypto.com CEO Kris Marszalek joins on news that LA’s Staples Center will be renamed Crypto.com Arena this December. Plus, our Jon Fortt is live at CNBC’s Tech Executive Council Summit in New York with MongoDB Chief Technology Officer Mark Porter to discuss the impact of supply chain bottlenecks and the great resignation on the company. And later, Meta Platforms shows off a new haptic glove to enhance experiences in the metaverse. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors start off the morning with today’s sell-off in crypto and comments from Twitter CFO Ned Segal that it doesn’t make sense for the company to put crypto on its balance sheet. Then, Wedbush Securities’ Joel Kulina is here to discuss fintech stocks, metaverse plays and much more. Plus, we’re diving into quantum computing today— CNBC’s Eamon Javers covers its importance to America’s security, while CNBC’s Kate Rooney breaks down investor appetite in the space. Later, CNBC’s Robert Frank is here to explain why Elon Musk is selling shares of Tesla. Then, Elazar Advisors Analyst Chaim Siegel joins after he downgraded Tesla to neutral. Also, CNBC’s Julia Boorstin gives us an update on the trial between IAC and Tinder’s Co-Founders. And don’t miss a first on CNBC interview with Qualcomm CEO Cristiano Amon live from the company’s investor day today in New York. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors kick off this morning with CNBC’s Jim Cramer on his top stock picks in the electric vehicle and semiconductor sectors. Then, Bill.com Founder and CEO René Lacerte joins to discuss opportunity in the small and medium sized business space. Next, Fundstrat’s Tom Lee is here to give his take on markets and Bitcoin, which he says will top $100k before the end of the year. Plus, CNBC’s Mackenzie Sigalos has the story on Bitcoin’s network getting its biggest upgrade in four years. Also, CNBC’s Hugh Son brings us the details on Apple’s digital ID rollout and how taxpayers are footing part of the bill. Later, Loop Capital Analyst Anthony Chukumba joins after he downgraded Shopify this morning. And later, into the Icelandverse! Head of Visit Iceland Sigríður Dögg Guðmundsdóttir is here after the tourism board created a commercial for the country mocking Mark Zuckerberg’s metaverse. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors start off the morning with a discussion on what Big Tech break-ups would look like after this week’s break-up announcements from General Electric, Toshiba and Johnson & Johnson. Then, The Wall Street Journal’s Gunjan Banerji joins to discuss retail investors, options trading and much more. Also, CNBC’s Julia Boorstin is here to talk Disney as the company celebrates the 2-year anniversary of its streaming service. Next, Wedbush Securities SVP Matt Bryson is here on his latest note downgrading Nvidia to neutral today. Also, CNBC’s Courtney Reagan joins to cover the performance of direct-to-consumer companies like Warby Parker and Allbirds. We also have The New Yorker Contributor Charles Duhigg to talk Mark Zuckerberg’s metaverse, which he calls a hail Mary play. Plus, we cover the SEC turning down Vaneck’s plans for a spot Bitcoin ETF. And later, we check in on Rivian’s performance since its public debut this week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors kick off the morning with CNBC’s Julia Boorstin on Disney’s earnings results sending the stock lower this morning. Then, CNBC’s Phil LeBeau joins to cover Rivian after the company made its public debut yesterday. Next, CNBC’s Kate Rooney is here with the details on fintech earnings movers Affirm and Sofi. Also, Bumble CEO Whitney Wolfe Herd joins to discuss the latest quarter and her optimistic outlook for the company. Then, AppLovin CEO Adam Foroughi is here on the company’s record third quarter results boosting shares today. Plus, CNBC’s Robert Frank has the story on Elon Musk selling shares of Tesla. Next, Affirm CEO Max Levchin joins as the shares of Affirm rally post-earnings. And later, we have Weave CEO Roy Banks as his small business communications company makes its public debut today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors break down DoorDash and Coinbase’s earnings results to start off the morning. Then, CNBC’s Phil LeBeau joins to cover Rivian ahead of its highly anticipated public debut. Next, “Newcomer” Substack Writer Eric Newcomer is here to share why he’s bearish on the EV maker. Also, we have Unity Software CEO John Riccitiello to talk the company’s latest earnings report, the metaverse and its plan to acquire a large portion of visual-effects company Weta Digital. Plus, we hear from U.S. Secretary of Education Dr. Miguel Cardona on the role of technology in education. Later, FuboTV Co-Founder and CEO David Gandler joins to discuss the company’s third quarter results and competition in the space. And in a third earnings interview, we have Doximity Co-Founder and CEO Jeff Tangney on the quarter with shares dropping 9 percent today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors start off today with the massive move to the upside in Roblox’s stock post-earnings. Then, CNBC’s Kate Rooney joins to cover the story on Robinhood’s data security breach. We also have the details on PayPal plummeting today after issuing disappointing revenue guidance. Next, we break down comments from Apple CEO Tim Cook on Apple Pay and crypto. Then, Wells Fargo Semiconductor Analyst Aaron Rakers joins to talk chips after we heard Meta Platforms is partnering with AMD and now Nvidia is teaming up with Luminar. Later, we bring in Unikrn Co-Founder Rahul Sood for more on Roblox and the metaverse. Then, Evercore ISI’s Mark Mahaney joins on the day of his new book release to talk hard-to-love stocks Zillow, Uber and Meta. And later, CNBC’s Phil LeBeau is here to cover Rivian, which prices later tonight ahead of its public debut tomorrow. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors kick off the morning with some of this year’s tech winners and losers. Then, CNBC’s Robert Frank joins to cover Elon Musk, Tesla, taxes and a Twitter poll. Next, we bring in Canaccord Analyst Jed Dorsheimer for more on Tesla with the stock moving lower this morning. Then, Confluent Co-Founder and CEO Jay Kreps joins as the company’s shares get a boost off of strong earnings. Later, CNBC’s Mike Santoli is here on how long this rally in tech stocks can continue. Plus, Bernstein Research’s Stacy Rasgon joins on breaking news that AMD is partnering with Meta Platforms on data center chips. And later, Substack CEO Chris Best is here on his latest op-ed where he says Facebook is “captive to that original sin of the internet, the ad-based business model.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors kick off this Friday morning with all the earnings movers: Peloton, Airbnb, Square, Pinterest and Uber. We also hear from Airbnb CEO Brian Chesky on the company’s focus. Then, Dropbox Co-Founder and CEO Drew Houston joins to discuss the company’s latest quarter with shares dropping today despite reporting a beat. Later, we return to Peloton with Truist Securities’ Youssef Squali as the stock plummets by more than 30 percent today. Next, Microchip Technology CEO Ganesh Moorthy is here to talk his company’s record results and the challenges facing the broader semiconductor industry. And, in an earnings triple threat, we have IAC CEO Joey Levin to discuss the company’s quarter and competition with Big Tech companies like Facebook. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors start off today with Qualcomm’s strong quarter and Roku’s disappointing results. Then, Satori Fund Founder Dan Niles joins to share why he thinks Apple is the most overpriced tech stock that exists and much more. We also have CNBC’s Phil LeBeau join with Ford CFO John Lawler to discuss the company’s $30 billion spending plan for electric vehicles. Then, CNBC’s Mike Santoli is here to talk the divergence in the tech sector. Plus, CNBC’s Yasmin Khorram joins with new details from never-before-seen deposition tapes of Elizabeth Holmes. And later, Bird CEO Travis VanderZanden joins live from the NYSE as the company makes its public debut via SPAC. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors start off the show with CNBC’s Mike Santoli taking a look at whether stocks are too hot right now. Then, NYU Stern School of Business Professor Aswath Damodaran joins to talk markets, Tesla, meme stocks and more. We also cover today’s downgrades on Zillow after the company said it will be scrapping its home flipping business. Next, Former Uber for Business SVP Emil Michael is here to talk Lyft post-earnings and Uber ahead of its report. Then, into the metaverse! Former Amazon Studios Head of Strategy and Founder of the Ball Metaverse ETF Matthew Ball is here to discuss the space. And later, Goldman Sachs Managing Director Eric Sheridan joins to talk Peloton ahead of its earnings report with the stock down 40 just this year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors start off the morning with CNBC’s Phil LeBeau on Tesla with the stock in the red today after Musk tweeted the company’s deal with Hertz has yet to be signed. LeBeau also has the details on EV start-up Rivian, which is slated to go public next week with an expected valuation north of $53 billion. Then, Nuveen Global Equities CIO Saira Malik is here to share her outlook for the tech sector, including why she’s bullish on Amazon and cautious on Apple. Plus, we cover Meta VP of Global Affairs Nick Clegg speaking out to defend the company formerly known as Facebook. Next, Circle CEO Jeremy Allaire joins after the company released a statement in support of the Biden Administration’s call for stablecoin regulation. Then, Margins Editor Ranjan Roy is here with his take on Tesla’s stock moves and Rivian’s upcoming IPO. And later, On Semiconductor CEO Hassane El-Khoury joins after the company reported a strong quarter. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors start off the morning with CNBC’s Dom Chu on some key themes to watch one month into Q4. Then, Morgan Stanley Analyst Benjamin Swinburne joins on his latest note where he names Spotify a top pick. Next, Former VMware COO Sanjay Poonen is here to talk the biggest winners in cloud and cybersecurity. We also have Wall Street Journal Personal Tech Columnist Joanna Stern to share her thoughts on Facebook’s name change to Meta. Then, CNBC’s Ylan Mui joins with more details on G20 leaders endorsing a global minimum corporate tax of 15 percent over the weekend. Plus, CNBC’s Kate Rooney brings us the Co-Founder and CEO of Kraken, one of the world’s top crypto exchanges. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors start off the show with Apple and Amazon in the red after posting disappointing earnings largely due to supply chain issues. Then, CNBC’s Josh Lipton joins with more details on Apple’s results after speaking with CEO Tim Cook yesterday. Next, Citi Analyst Jim Suva is here to share his take on Apple, which he has a buy rating on. Also, Evercore ISI Head of Internet Research Mark Mahaney joins to talk why he’s still bullish on Amazon. Plus, we bring you the details on Facebook’s corporate name change to Meta. Later, CNBC’s Dom Chu joins to cover October’s biggest tech movers as we close out the month of trading. Also, school is in session! We have Wharton School of Business Marketing Professor Americus Reed here to grade Facebook’s new name. And later, CNBC’s Mike Santoli joins with a different way to look at Amazon’s valuation. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors start off the morning with CNBC’s Mike Santoli on mega-cap tech versus growth stocks. We also cover high-growth tech taking a step back with names like Twilio and eBay dropping after earnings. Plus, GlobalFoundries CEO Thomas Caulfield joins as the company makes its debut on the Nasdaq today. Also, CNBC’s Kate Rooney is here to cover Senator Toomey’s bill to protect revenue from payment for order flow. Then, we hear exclusively from Intel CEO Pat Gelsinger on his forward-looking plan for the company as well as his journey to becoming CEO. Later, Bank of America Analyst Wamsi Mohan is here to talk Apple ahead of the company’s earnings report slated for after the bell today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors start off today’s show with Microsoft and Alphabet’s strong quarters reported after the bell yesterday. Then, Morgan Stanley Analyst Keith Weiss, who has an overweight rating on Microsoft, joins to further discuss the company post-earnings. Next, Piper Sandler’s Rich Repetto is here to talk Robinhood’s latest quarter, which sent shares below their IPO price. Also, CNBC’s Julia Boorstin joins to break down the impact of Apple’s privacy changes on Twitter and Spotify. Then, Baird Senior Research Analyst Colin Sebastian is here for more on Alphabet post-earnings. Later, Informatica CEO Amit Walia joins from the New York Stock Exchange as the company returns to the public markets after going private in 2015. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors start off the morning with CNBC’s Julia Boorstin to talk Facebook after the company reported its earnings results last night. Then, CNBC’s Mike Santoli is here to cover Tesla’s run as the company tops a $1 trillion market cap. Next, CNBC’s Kate Rooney joins to discuss Robinhood ahead of its earnings report set for after the bell today. Plus, Adobe CEO Shantanu Narayen joins in his first in-person interview in nearly two years as the company kicks off its creativity conference “Adobe MAX” today. Later, we return to Facebook and Apple’s privacy change impact with Slow Ventures General Partner Sam Lessin who was also a Former Facebook VP of Product Management. Then, Independent Solutions Portfolio Manager Paul Meeks is here to discuss Google and Microsoft ahead of their earnings later today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors start off this busy week of tech earnings with the details on Snap feeling the impact of Apple’s privacy changes in its latest earnings report. Then, Plexo Capital Managing Partner Lo Toney joins for more on what to expect out of earnings this week. Plus, a number of new reports are out on Facebook this morning ahead of the company’s earnings slated for after the bell. Platformer Editor Casey Newton, who has access to the documents providing the basis of the new reports, joins the conversation for more on Facebook’s headwinds. Also, CNBC’s Phil LeBeau is here with the story on Hertz ordering 100,000 Tesla Model 3 vehicles. Next, Fast Company Editor-in-Chief Stephanie Mehta joins on the magazine’s November issue unpacking Amazon and its broadening reach ahead of the company’s earnings report this week. And later, Mizuho Securities Managing Director Vijay Rakesh is here to share why he is downgrading semiconductors. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors start off this Friday morning with Snap stumbling post-earnings in large part due the impact of Apple’s new privacy changes on the company. We also cover Intel’s stock slide after its latest earnings report. Then, Wedgewood Partners CIO David Rolfe joins to discuss the social media space as well as share his take on PayPal’s potential acquisition of Pinterest. Next, Intel CEO Pat Gelsinger joins us in a first on CNBC interview to discuss the company’s quarterly performance. Later, Evercore ISI Head of Internet Research Mark Mahaney is here for more on Snap and social media’s stumble today. Then, CNBC’s Ylan Mui joins with the story on the Consumer Financial Protection Bureau taking on Big Tech. And also, The New Yorker Contributor Charles Duhigg joins to discuss Robinhood and gamification ahead of the company’s earnings next week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors kick off today’s show with the details on PayPal exploring an acquisition of Pinterest. Then, CNBC’s Phil LeBeau covers Tesla’s earnings beat reported last night. Plus, we cover WeWork finally going public today two years after its failed IPO. Then, Eurasia Group President Ian Bremmer joins to discuss the power of Big Tech today. Next, Bow Capital Founder and WeWork Board Member Vivek Ranadive joins to speak about WeWork’s market debut today. And later, Greycroft Venture Partner and Former Pinterest Executive Kamran Ansari is here to talk about PayPal’s potential acquisition of Pinterest. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our anchors start off the show with CNBC’s Julia Boorstin covering Netflix’s earnings released yesterday. Then, Moffett Nathanson Founding Partner Michael Nathanson joins for his take on the company post-earnings. We also cover a report that a Facebook name change may be on its way. Next, iPod Inventor and iPhone Co-Inventor Tony Fadell joins to discuss Big Tech’s hardware play. Plus, we cover a report that PayPal is exploring an acquisition of social media company Pinterest. Later, Baird Analyst Ben Kallo is here to talk Tesla ahead of the company’s earnings slated for after the bell. Also, we cover Adobe’s online shopping forecast for the 2021 holiday season and hear from the company’s Digital Experience Executive Vice President on the numbers. And later, MKM Partners’ Rohit Kulkarni joins for more on PayPal’s potential acquisition of Pinterest. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.