To kick off the morning our anchors take a deep dive into antitrust action and CNBC’s Ylan Mui is here with more details on antitrust bills in the works. Former Walmart E-Commerce CEO and Jet Co-Founder Marc Lore joins us to talk all things e-commerce after Amazon Prime Day finished up yesterday. We also have CNBC’s Dom Chu on the Bitcoin bounce back following yesterday’s drop. Later, Northman Trader Founder Sven Henrich joins to discuss the major averages after the Nasdaq hit a fresh high Tuesd...
Jun 23, 2021•44 min
To start off the morning our anchors talk all things crypto with Bitcoin holding on to $30,000 after a stricter crackdown of cryptocurrency in China. Kindred Ventures Co-Founder Kanyi Maqubela joins the conversation to share his thoughts on the Bitcoin burn. Then, Fundstrat Global Advisors’ Tom Lee is here to further break down the volatility in crypto after previously predicting that Bitcoin would rise above $100,000 by the year’s end. Later, CommerceIQ CEO Guru Hariharan joins our anchors to d...
Jun 22, 2021•44 min
Our anchors kick off this Monday morning with breaking news from DoorDash – the company announcing a new partnership with Albertsons. Then, Satori Fund Founder Dan Niles joins to discuss where he sees investment opportunity following last week’s Fed meeting. Next, Inside.com CEO Jason Calacanis shares his thoughts on controversial cryptocurrency Tether. Also, CNBC’s Julia Boorstin covers television’s push into targeted advertising. Later, DoorDash CEO Tony Xu joins our anchors to discuss the com...
Jun 21, 2021•43 min
CNBC’s Mike Santoli is with us this morning to break down the Dow drop and the latest moves in tech stocks. Our anchors also have the details on Facebook after Mark Zuckerberg outlined his vision for the future at the VivaTech Conference yesterday. Then, we have an exclusive interview with Adobe Chairman and CEO Shantanu Narayen following the company’s latest earnings report. Later, Waverley Capital Co-Founder and early Roku investor Daniel Leff is here to speak about Roku’s push into content an...
Jun 18, 2021•43 min
Platformer Editor Casey Newton joins us this morning to discuss his latest article diving into Facebook’s current cornering of the virtual reality market. We also have the scoop on Microsoft CEO Satya Nadella taking on an additional role as chairman of the board. Then, Cowen CEO Jeffrey Solomon joins us to speak about the IPO and SPAC market. We also have CNBC’s Meg Tirrell interview 23andMe CEO Anne Wojcicki on the company’s SPAC merger and market debut taking place today. Later, our anchors wr...
Jun 17, 2021•42 min
To start off the morning, our anchors have the scoop on big tech critic Lina Khan’s confirmation as FTC Chair and Oracle’s moves after earnings. Then, CNBC’s Phil LeBeau has the story on new funding from Google and General Motors in autonomous driving and electric vehicles, respectively. We also have “The Margins” Co-Founder Ranjan Roy share his thoughts on Facebook and Spotify’s new social audio launches. Later, we give you all the details on Apple’s struggle with healthcare innovations. Plus, ...
Jun 16, 2021•44 min
Plexo Capital Managing Partner Lo Toney joins us this morning to discuss the broader market and share his thoughts on J.P. Morgan. Then, Luminar Founder and CEO Austin Russell is here on the company’s latest design announcements seamlessly integrating lidar technology into cars, trucks and robo-taxis. Later, Sequoia Capital Partner Shaun Maguire joins our anchors to discuss the rise of BitClout and the broader cryptocurrency market. Also, New York Times reporter Karen Weise speaks to her latest ...
Jun 15, 2021•43 min
Our anchors kick off this Monday morning with CNBC’s Phil LeBeau to discuss Lordstown Motors after the company’s CEO and CFO resigned. Then, Microsoft’s Head of Gaming Phil Spencer joins our anchors to speak about Microsoft’s new product announcements from E3 over the weekend, plus the company’s push to create a streaming device for gaming. We also have Wall Street Journal Columnist Laura Forman discuss her latest article on Facebook cutting investment returns for advertisers. Then, Arjuna Capit...
Jun 14, 2021•43 min
Our anchors kick off this Friday morning with details on an anticipated mega-IPO for Chinese ride-hailing giant Didi. Then, Bessemer Venture Partners’ Byron Deeter joins us to discuss efficient investing. We also have, “Ludicrous: The Unvarnished Story of Tesla Motors” Author Ed Niedermeyer sharing his thoughts on Tesla after the company debuted its Model S Plaid vehicle last night. Then, CNBC’s Dom Chu gives us the scoop on tech stocks driving divergence in value versus growth. We also have CNB...
Jun 11, 2021•47 min
Cameo Co-Founder and CEO Steven Galanis and Fanhouse Co-Founder Jasmine Rice join us this Thursday morning to share their thoughts on the battle between content creators and Apple. Then, in a First on CNBC interview, Affirm CEO Max Levchin joins our anchors to speak about the company’s new partnership with Shopify. Later, CNBC’s Julia Boorstin has more details on Apple pressuring not just creators, but other industries as well. Plus, Dogecoin hits a home run with the Oakland A’s allowing Doge ho...
Jun 10, 2021•43 min
DPCM CEO and Former Uber SVP Uber Emil Michael joins us this morning to share his thoughts on the meme stock trade, TikTok and Apple’s app store fees. Then, we have an earnings exclusive with UiPath CEO Daniel Dines to break down the company’s most recent earnings report. We also have CNBC’s Julia Boorstin on Facebook’s push into the creator economy and battle with Apple’s app store fees. Later, Strike CEO Jack Mallers joins us to speak about Strike’s partnership with El Salvador after the count...
Jun 09, 2021•44 min
Benchmark General Partner Bill Gurley joins us this morning to discuss the current state of the IPO market and today’s top headlines. Then, Coupa CEO Rob Bernshteyn joins our anchors in an exclusive interview to discuss the company’s latest earnings report. We also have Daring Fireball Author John Gruber with us to share his thoughts on Apple’s Worldwide Developers Conference. And later, we have a second earnings exclusive with Marvell Technology CEO Matt Murphy. Then, CNBC’s Julia Boorstin prev...
Jun 08, 2021•44 min
WSJ’s Senior Personal Tech Columnist Joanna Stern joins us this morning to share her thoughts on Apple’s Worldwide Developers Conference kicking off today. Then, we hear from CNBC’s Mike Santoli on the race between “the ape and the tortoise” in the current market riddled with meme stock trades. Next, Production Board CEO David Friedberg joins to share his view on meme stocks. Later, CNBC’s MacKenzie Sigalos covers the latest bitcoin updates. We also have MongoDB CEO Dev Ittycheria to discuss the...
Jun 07, 2021•44 min
Satori Fund’s Dan Niles joins us this Friday morning to discuss meme stocks amid the AMC chaos. Then, Docusign CEO Dan Springer joins our anchors to break down the company’s latest earnings report. We also have the details on Bill Ackman’s Pershing Square SPAC targeting a merger with 10% of Universal Music Group. In a second earnings wrap-up, we have Asana CEO Dustin Moskovitz on the state of the company. And it’s an earnings triple threat with PagerDuty CEO Jennifer Tejada joining us to discuss...
Jun 04, 2021•44 min
NYU Stern Finance Professor Aswath Damodaran joins us this morning to discuss the AMC sell-off following the company’s massive rally. Then, Endeavor CEO Ari Emanuel joins our anchors to break down the company’s earnings released last night. CNBC’s Julia Boorstin has the details on Twitter’s subscription service, Twitter Blue. We also have an update on Box and Dropbox – these stocks underperforming other high growth cloud names during the pandemic. Plus, would Apple have been a meme stock? We ana...
Jun 03, 2021•44 min
Pacaso Co-Founder & Chairman Spencer Rascoff joins our anchors this Wednesday morning to discuss the AMC rally boosted by the company’s Investor Connect announcement. Then, Fidelity Global Macro Director Jurrien Timmer shares his thoughts on the crypto market. Later, Hewlett Packard Enterprise CEO Antonio Neri joins us in an exclusive interview post-earnings. Plus, CNBC’s Julia Boorstin has the details on Facebook’s F8 developer conference kicking off today. We also cover stay-at-home names ...
Jun 02, 2021•45 min
Our anchors cover the IPO market, Cloudera going private and the latest in crypto this Tuesday morning. Then, The Margins Editor Ranjan Roy joins us to share his take on the recent meme stock rally and wage-driven inflation. Also, SoFi CEO Anthony Noto joins us to discuss SoFi’s public debut today via SPAC merger. Later, CNBC’s Eamon Javers has the story on a cyberattack targeting the world’s largest meat supplier. Plus, we have the scoop on supply chain pressure pushing up prices for Tesla vehi...
Jun 01, 2021•44 min
CNBC’s Bob Pisani joins us this Friday morning to explain Morningstar’s warning on investing in thematic tech. Then, our anchors chat about the recent run-up in AMC and a rare Apple downgrade by New Street Research. We also have CNBC’s Eamon Javers covering the latest details on Microsoft’s warning of a new hack. Autodesk CEO Andrew Anagnost joins us in an exclusive interview to discuss earnings. Then, CNBC’s Josh Lipton gives us the scoop on Box’s flare-up with Starboard Value. Our Jon Fortt re...
May 28, 2021•43 min
Needham Managing Director Rajvindra Gill joins today to discuss Nvidia post-earnings. Then, CNBC’s Dom Chu covers the upswing in the FANG Plus Index. FireEye CEO Kevin Mandia joins to talk about how his company is leading customer adoption of cybersecurity amid recent data breaches at large companies. Later, we interview Acorns CEO Noah Kerner after Acorns announced today it will go public via SPAC, valuing the company at around $2.2 billion. Also, CNBC’s Kate Rooney updates us on the most recen...
May 27, 2021•43 min
CNBC’s Julia Boorstin joins the anchors to discuss the deal of the day: Amazon buying MGM for $8.45 billion. Then, The Verge’s Editor-in-Chief Nilay Patel joins to break down the deal further. CNBC’s Wilfred Frost live from the New York Stock Exchange provides updates on the ongoing Senate Banking Committee Hearing. Then, CNBC’s Julia Boorstin returns to interview Clear CEO Caryn Seidman-Becker with Clear coming in at number 19 on CNBC’s Disruptor 50 List. We also have an exclusive interview wit...
May 26, 2021•46 min
CNBC’s Julia Boorstin kicks off today’s show by discussing CNBC’s Disruptor 50 list out today. Then, CNBC’s Kate Rooney has the details on VC valuations hitting a record high in the first quarter. We also hear from 8VC Founding Partner and Palantir Co-Founder Joe Lonsdale on cryptocurrencies and the broader tech sector. Then, Mizuho Managing Director Gregg Moskowitz talks about his most recent note initiating Adobe with a buy rating. Recode Senior Editor Peter Kafka joins us to discuss the $9 bi...
May 25, 2021•43 min
Fundstrat Global Advisors’ Tom Lee joins us this Monday morning to talk about his latest research note and share his thoughts on the tech sector and crypto market. Then, New York Times Contributor and Pivot Co-Host Kara Swisher is back to help break down the Apple vs. Epic Trial with closing arguments going on today. CNBC’s Ylan Mui live from Micron’s manufacturing plant in Virginia has the story on the latest efforts to fix the semiconductor shortage. Later, CNBC’s Julia Boorstin previews CNBC’...
May 24, 2021•43 min
Microsoft CEO Satya Nadella joins us in an exclusive interview this Friday morning to discuss the company’s plans for returning to work. Then, CNBC’s Josh Lipton gives us fresh updates on the Apple vs. Epic trial with Apple CEO Tim Cook taking the stand today. Later, Snap CEO Evan Spiegel joins us in an exclusive interview following Snap’s latest product and feature announcements from its 2021 Partner Summit. CNBC’s Deirdre Bosa has the latest details on WeWork after the company reported a quart...
May 21, 2021•43 min
CNBC’s Mike Santoli joins us to talk the divergence in trading. Then, Morgan Stanley’s Head of Global Auto & Shared Mobility Research Adam Jonas shares his thoughts on how to value Tesla now that it’s caught up in the crypto craziness. Later, we hear from KeyBanc Managing Director John Vinh on his latest note upgrading Nvidia to overweight. Then, Pinboard Founder Maciej Ceglowski joins us to break down crypto’s latest moves and Elon Musk’s involvement. CNBC’s Julia Boorstin has a First on CN...
May 20, 2021•43 min
Barclays Chairman of Global Internet Banking Bob Peck joins us this morning to talk tech volatility, IPOs and SPACs. Then, Google President of Commerce Bill Ready chats about Google’s latest announcements from its I/O developer conference. Later, we hear from Margins Co-Author Ranjan Roy on the crypto crash with Bitcoin falling to its lowest levels since January. The drop influenced by Elon Musk’s recent tweets on crypto’s environmental impact and a cryptocurrency crackdown in China. Then, CNBC’...
May 19, 2021•43 min
Defiance ETFs Chief Investment Officer and Tesla Shareholder Sylvia Jablonski joins us to chat about how to play Tesla after investor Michael Burry revealed a $530 million short on the stock. She also shares her thoughts on the EV space at large. CNBC’s Dom Chu tells you what to watch in cryptocurrency after Bitcoin bounced back this morning, only to turn lower as the day progressed. Also, New Enterprise Associates Venture Partner Ben Narasin shares his e-commerce picks in light of Walmart’s ear...
May 18, 2021•43 min
NYT & CNBC Contributor Kara Swisher joins us this Monday morning to talk about the media merger between AT&T’s WarnerMedia and Discovery. She also shares her thoughts on Twitter’s pending subscription service, Twitter Blue. Then, SV Angel Founder Ron Conway joins us to chat about cryptocurrency amid large swings in the crypto market and Elon Musk’s impact. Later, CNBC’s Julia Boorstin gives us more details on the media merger and how it benefits both companies. Also, we update you on the...
May 17, 2021•43 min
CNBC’s Julia Boorstin joins us to break down Disney’s latest earnings report. The company reporting an earnings beat, but a miss on subscribers and revenue yesterday. Then, Needham Managing Director Laura Martin gives her take on Disney and other FAANG names amid tech’s volatile run. CNBC’s Deirdre Bosa speaks with Airbnb Co-Founder and CEO Brian Chesky in a First on CNBC interview to break down the company’s earnings report and outlook as the economy reopens. Then, CNBC’s Kate Rooney gives us t...
May 14, 2021•44 min
Founder of Bespoke Investment Group Paul Hickey joins us to chat about Apple and the broader tech sector. Then, CNBC’s Josh Lipton seeks out opportunity amid the dip in tech stocks. Later, Applovin CEO Adam Foroughi breaks down the company’s first earnings report since going public - the stock seeing a drop since its IPO in mid-April. And we get into all the latest details behind bitcoin’s big tumble since Elon Musk suspended cryptocurrency payments for Tesla cars, citing environmental concerns....
May 13, 2021•44 min
Bessemer Venture Partner Byron Deeter joins the TechCheck anchors to reveal his top tech picks, as the tech tumble rages on. Then, we ask Unity Software CEO John Riccitiello to weigh in on the Epic Games vs. Apple battle over the App Store’s fees, as the leader of a video game development company that benefits from the store’s visibility. CNBC’s Dom Chu then helps us break down the successes and challenges facing Cathie Wood’s Ark Invest Fund right now. And our Julia Boorstin brings us a First O...
May 12, 2021•44 min
