Our anchors start today’s show covering shares of Amazon surging on the e-commerce giant’s Q4 earnings, with analysis on both those numbers and the week’s other big tech results from Satori Fund Founder Dan Niles. Then, Snap CEO Evan Spiegel joins for an exclusive interview after the social media firm posted strong earnings in its first profitable quarter ever. Next, CNBC’s Ylan Mui delivers breaking news on the House passing the America COMPETES Act, aimed at taking on China and bolstering both...
Feb 04, 2022•44 min
Our anchors start today’s show covering Meta’s shares plunging after posting weak earnings and previewing Amazon’s Q4 results after the bell, with insight from Needham Senior Analyst Laura Martin. Next, CNBC’s Mike Santoli covers Meta’s disappointing quarter dragging the Nasdaq lower, and Redburn Partner Nick Delfas joins for an in-depth conversation on Spotify. Then, our Julia Boorstin highlights social stocks sinking on Meta’s results, and Bernstein Senior Analyst Mark Shmulik takes a closer l...
Feb 03, 2022•44 min
Our anchors begin today’s show covering Google parent Alphabet’s earnings beating Street expectations, with analysis from CNBC’s Mike Santoli. Then, our Julia Boorstin profiles what Alphabet’s Q4 could mean for Meta and Spotify’s earnings after the bell, and CNBC’s Kate Rooney covers PayPal’s latest results and underwhelming guidance after speaking with CEO Dan Schulman. Next, Bank of America analyst Vivek Arya breaks down chipmaker AMD’s earnings, and Evercore ISI Head of Internet Research Mark...
Feb 02, 2022•44 min
CNBC TechCheck’s Deirdre Bosa chats with Dan Reitzik, director and CEO of TerraZero, a metaverse developer. The company issued one of the first mortgages in the metaverse. They’ll discuss the digital land grab, as well the company’s broader strategy to develop, acquire and finance projects 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.
Feb 01, 2022•20 min
Our anchors start today’s show looking at stocks bouncing back to start February, and Calixto Global Investors Founder and Portfolio Manager Eduardo Costa visits to discuss opportunities in tech as he repositions within software. Then, our Julia Boorstin reports on AT&T’s plans to spin off WarnerMedia and merge the entertainment giant with mass media firm Discovery. Next, Verge Editor-in-Chief Nilay Patel offers insight on the recent slew of gaming deals after The New York Times announced it...
Feb 01, 2022•44 min
Our anchors begin today’s show with CNBC’s Mike Santoli covering the Nasdaq’s rally to end the month. Then, our Julia Boorstin reports on streaming giant Spotify taking steps to prevent the spread of Covid misinformation, and Citi Managing Director Jason Bazinet joins after upgrading Netflix and Spotify. Next, chipmaker Micron CEO Sanjay Mehrotra shares his expectations for the industry following a record year for global semiconductor sales, and GGV Capital Managing Partner Jeff Richards discuss...
Jan 31, 2022•44 min
Our anchors begin today’s show with a closer look at Apple’s latest earnings after the tech giant saw its largest quarterly revenues ever, joined by Bernstein Research analyst Toni Sacconaghi. Then, CNBC’s Kate Rooney covers trading platform Robinhood reporting deeper losses and lower guidance than the Street expected after posting results Thursday after the bell. Next, we circle back to Apple with Goldman Sachs analyst Rod Hall, who raised his price target and estimates for revenue and gross ma...
Jan 28, 2022•43 min
Our anchors start today’s show joined by Intel CEO Pat Gelsinger in a first-on interview after the chipmaker posted earnings yesterday. Then, CNBC’s Andrew Ross Sorkin reports on Softbank COO Marcelo Claure’s plans to step down, and CNBC’s Mike Santoli breaks down the tech stock rally and the volatility hitting the sector. Next, Guggenheim Managing Director of Automotive Research Ali Faghri discusses Tesla’s latest quarterly results, and Bank of America analyst Wamsi Mohan previews Apple’s earni...
Jan 27, 2022•43 min
Our anchors begin today’s show covering Microsoft’s latest earnings report, with insight from Citi Senior Equity Research Analyst Tyler Radke. Then, our Julia Boorstin sits down with WarnerMedia CEO Jason Kilar after AT&T posted results this morning and updated its timeline for the entertainment company’s merger with mass media firm Discovery. Next, Matrix Asset Advisors CIO David Katz joins for more on investment opportunities in tech mega-caps, including Microsoft, Alphabet and Meta. CNBC’...
Jan 26, 2022•44 min
Our anchors begin today’s show with CNBC’s Mike Santoli, who analyzes the current trading price of cloud firm Snowflake. Then, Plexo Capital Founding Managing Partner Lo Toney breaks down investment opportunities amid the ongoing tech volatility, and CNBC’s Kayla Tausche covers a recent Department of Commerce report on the nation’s chip shortage. Next, our Julia Boorstin takes a look at Apple and Microsoft as both tech giants prepare to post earnings this week, and Goldman Sachs Managing Directo...
Jan 25, 2022•49 min
Our anchors begin today’s show breaking down the relationship between stocks and rates with CNBC’s Mike Santoli, and Satori Fund Founder Dan Niles joins with in-depth analysis on the tech sell-off. Then, CNBC’s Kate Rooney profiles the ongoing crypto crash, and Mark Asset Management CEO and Managing Partner Morris Mark discusses Netflix’s continued plunge after the streaming giant reported results last week. Next, our Julia Boorstin reports on social media company Snap receiving a series of down...
Jan 24, 2022•54 min
Our anchors start today’s show covering shares of streaming giant Netflix plunging after reporting Q4 results and interactive fitness company Peloton temporarily halting production of key bikes and treadmills, with insight from Verge Editor-in-Chief Nilay Patel. Then, CNBC’s Mike Santoli reports on the deepening sell-off, and our Jon Fortt recaps his earlier interview with Intel CEO Pat Gelsinger as the chipmaker announces a series of new plants in Ohio. Next, MoffettNathanson Founding Partner M...
Jan 21, 2022•49 min
Our anchors begin today’s show with CNBC’s Mike Santoli covering the Nasdaq’s historic drop to start the year as the index enters correction territory. Then, Index Ventures Partner Nina Achadjian joins to discuss the current drop-off in valuations and the potential for an increase in big tech M&A. Next, Piper Sandler analyst Harsh Kumar visits after downgrading chipmaker AMD to neutral and lowering its price target. Our Julia Boorstin also covers Netflix’s focus on international subscriber g...
Jan 20, 2022•44 min
Our anchors begin today’s show looking at market moves driving the current tech sell-off, with analysis from CNBC’s Mike Santoli. Then, former Federal Trade Commission Chair Bill Kovacic explains the antitrust implications of the FTC and Department of Justice looking to rewrite the country’s business merger guidelines. Next, CNBC’s Kate Rooney reports on personal finance firm SoFi receiving regulatory approval to become a bank, and Guggenheim Securities Senior Managing Director Eric Mandl discus...
Jan 19, 2022•44 min
Our anchors start today’s show covering Microsoft’s plans to acquire video game publisher Activision for $68.7 billion, with insight from Wells Fargo Chairman of Global Internet Investment Banking Bob Peck. Then, CNBC’s Mike Santoli looks at the S&P and Nasdaq’s ongoing sell-off, and Irreverent Labs CEO Rahul Sood joins for more on the mega-deal between Activision and Microsoft. Our Jon Fortt also recaps his interview with IBM CEO Arvind Krishna from the National Retail Federation’s conferen...
Jan 18, 2022•44 min
Our anchors begin today’s show joined by CNBC’s Dom Chu, who covers the recent tech sell-off with the Nasdaq on track for its third consecutive negative week. Then, Credit Suisse Co-Head of Quantitative Research and Senior Equity Strategist Patrick Palfrey joins with thoughts on the potential for low PE stocks to lead the market in 2022. CNBC’s Courtney Reagan also reports on December’s decrease in retail sales, and our Julia Boorstin analyzes heightened interest in gaming across platforms inclu...
Jan 14, 2022•44 min
Our anchors start today’s show covering chipmaker TSMC’s Q4 results, with insight and top sector picks from Cambiar Investors Investment Principal Joseph Chin. Then, CNBC’s Leslie Picker reports on the trading debut of private equity firm TPG, and former Amazon Studios Head of Strategy Matthew Ball provides a look at opportunities in the metaverse. Checkout.com CEO Guillaume Pousaz also visits after the online payments company raised $1 billion in Series D funding. Next, our Julia Boorstin highl...
Jan 13, 2022•43 min
Our anchors start today’s show with software valuations amid a series of calls on growth stocks, joined by GGV Capital Managing Partner Jeff Richards. Then, our Julia Boorstin covers Apple’s reported interest in acquiring the rights to stream MLB games on select regular season weekdays. Next, Bank of America analyst Jason Kupferberg discusses his decision to upgrade Coinbase to a buy rating, and CNBC’s Phil LeBeau sits down with EV battery recycling firm Redwood Materials CEO JB Straubel in an e...
Jan 12, 2022•43 min
Our anchors begin today’s show taking a look at inflation, rising rates and comments from the Fed currently weighing on tech stocks, with insight from Wedgewood Partners CIO David Rolfe. We also track Fed Chair Jerome Powell’s confirmation hearing as he appears before the Senate Banking Committee in search of a second term leading the central bank. Later, CNBC’s Frank Holland reports on the first anniversary of the Reddit rebellion and gaming retailer GameStop’s plans to develop an NFT marketpla...
Jan 11, 2022•1 hr
Our anchors begin today’s show looking at the Nasdaq’s sell-off, with insight on the sector from CNBC’s Mike Santoli. Next, Plexo Capital Managing Partner Lo Toney joins to discuss investment opportunities in tech for 2022 and video game publisher Take-Two Interactive’s planned acquisition of mobile game developer Zynga. Then, CNBC’s Meg Tirrell interviews Merck CEO Robert Davis from the virtual J.P. Morgan Health Care Conference, and Satori Fund Founder Dan Niles visits to break down the Nasdaq...
Jan 10, 2022•46 min
Our anchors begin today’s show looking at the Nasdaq on track for its worst week since November, with insight on the downturn from Pacaso and Zillow Co-Founder Spencer Rascoff. Next, we talk software with Goldman Sachs analyst Kash Rangan, who delivers some top picks for the year ahead including Microsoft, Salesforce and Adobe. Then, our Jon Fortt brings us his interview with Abbott Laboratories CEO Robert Ford, who highlights the biotech firm’s latest wearable health products and demand for its...
Jan 07, 2022•52 min
Our anchors begin today’s show covering the tech sell-off with Satori Fund Founder Dan Niles, who also shares his top picks for 2022. Then, CNBC’s Eamon Javers covers the changes social media platforms have made in the wake of the Capitol riots last January 6th. Also, Logitech CEO Bracken Darrell joins in an exclusive interview as part of our Consumer Tech Week to highlight various consumer tech trends. Next, CNBC’s Kristina Partsinevelos covers the impact of the Federal Reserve’s tightening on ...
Jan 06, 2022•44 min
Our anchors begin today’s show looking at negative tech sentiment with CNBC’s Mike Santoli after UBS downgraded the entire sector to neutral. Then, Qualcomm CEO Cristiano Amon joins in a first on CNBC interview to discuss expansion into the automotive space. Next, Amazon SVP of Devices and Services David Limp visits in an exclusive interview to talk Alexa, the company’s Astro robot and much more. HP CEO Enrique Lores also joins exclusively as the company announces nearly 50 new products and serv...
Jan 05, 2022•44 min
Our anchors begin today’s show with CNBC’s Yasmin Khorram recapping the partially guilty verdict in the trial of Elizabeth Holmes. Next, Byron Deeter of Bessemer Venture Partners delivers some of his top cloud picks for the year ahead, including Datadog and Snowflake. Then, AMD CEO Lisa Su joins in an exclusive interview to kick off our Consumer Tech Week as AMD announces 25 new products today. We also follow up on the Holmes verdict with Former Wall Street Journal Reporter and “Bad Blood” Autho...
Jan 04, 2022•44 min
Our anchors start off today’s show with the latest bullish chip calls. Then, New Street Advisors Founder and CEO Delano Saporu joins to share his outlook for tech in 2022. CNBC’s Phil LeBeau also covers Tesla’s record deliveries for the latest quarter and Wedbush Securities Analyst Dan Ives joins for more on the stock. Next, we have Slow Ventures General Partner Sam Lessin to talk all things crypto and Web3. Later, CNBC’s Julia Boorstin covers the battle over 5G’s rollout as well as Twitter’s pe...
Jan 03, 2022•44 min
Our anchors begin the last show of 2021 taking a look at the wild ride for tech stocks this past year. Then, we focus on Disney, one of the year’s worst performing big-caps, with Arjuna Capital Managing Partner Natasha Lamb. Next, Moor Insights & Strategy President and Principal Analyst Patrick Moorhead delivers his top semiconductor picks amid a huge year for sector names including Nvidia, Applied Materials and Marvell Technology. Then, solar tech company Heliogen CEO Bill Gross joins to ta...
Dec 31, 2021•42 min
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 ...
Dec 30, 2021•44 min
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 Ap...
Dec 29, 2021•44 min
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, followe...
Dec 28, 2021•44 min
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 A...
Dec 27, 2021•44 min
