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...
Jun 17, 2022•43 min
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 ...
Jun 16, 2022•48 min
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...
Jun 15, 2022•49 min
Our 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 la...
Jun 14, 2022•1 hr
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 Rang...
Jun 13, 2022•52 min
Join 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.
Jun 10, 2022•25 min
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 AdsW...
Jun 10, 2022•52 min
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 ...
Jun 09, 2022•44 min
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 cr...
Jun 08, 2022•44 min
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 platfor...
Jun 07, 2022•45 min
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 ...
Jun 06, 2022•44 min
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 an...
Jun 03, 2022•50 min
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.
Jun 02, 2022•14 min
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 ...
Jun 02, 2022•44 min
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...
Jun 01, 2022•45 min
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 mo...
May 31, 2022•44 min
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 Autodes...
May 27, 2022•45 min
Our 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 com...
May 26, 2022•45 min
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 ...
May 25, 2022•43 min
Our 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 Comcas...
May 24, 2022•44 min
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...
May 23, 2022•43 min
Our anchors begin today’s show looking for cheap opportunities in tech with CNBC’s Dom Chu, and Wedgewood Partners CIO David Rolfe offers insight on finding value in select sector giants. Then, Bernstein Senior Semiconductors Analyst Stacy Rasgon joins after chipmaker Applied Materials missed on the top and bottom lines in their latest results, and CNBC’s Frank Holland breaks down cybersecurity firm Palo Alto Networks’ earnings beating the Street’s expectations. Next, our Julia Boorstin reports ...
May 20, 2022•43 min
TechCheck producer Brandon Gomez spoke with U.S. Women’s National Soccer Team star Megan Rapinoe and Trusaic CEO Robert Sheen to discuss how companies can work to close the wage gap in the tech industry. An equal pay champion, Rapinoe recently joined Trusaic - a software company specializing in Human Resources - as their Chief Equality Officer and strategic partner to address gender and racial wage inequality. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information ...
May 19, 2022•22 min
Our anchors begin today’s show with CNBC’s Mike Santoli taking a longer-term look at the volatility in the Nasdaq, and Wells Fargo Chairman of Global Internet Investment Banking Bob Peck offers his insight on M&A and IPOs in the current environment. Then, Baird analyst David Koning joins with his thoughts on payments company Block, and venture capitalist and Draper Fisher Jurvetson Founding Partner Tim Draper shares his outlook for Bitcoin, the turmoil in the markets and more. Next, CNBC’s S...
May 19, 2022•44 min
Our anchors begin today’s show with CNBC’s Mike Santoli breaking down the recent performance of Amazon, Apple, Microsoft and Alphabet, and Evercore ISI Head of Internet Research Mark Mahaney shares guidance on what to expect moving forward from those four names. Then, Lightspeed Venture Partners’ Alex Taussig offers his outlook for tech amid the volatility, and our Julia Boorstin covers valuations among fintech companies on CNBC’s Disruptor 50 list. Next, CNBC’s Steve Kovach and Bernstein Senior...
May 18, 2022•45 min
Our anchors begin today’s show with CNBC’s Leslie Picker looking at how some of the top fund managers have been trading the tech volatility of 2022. Then, Cambria Investment Management Founder and CIO Meb Faber weighs in on global tech plays, and CNBC’s Courtney Reagan breaks down Q1 earnings from Walmart and Home Depot. Next, our Julia Boorstin recaps the newly announced members of CNBC’s 10th annual Disruptor 50 list of private companies, and CNBC’s Leslie Picker returns with breaking news on ...
May 17, 2022•44 min
Our anchors begin today’s show with CNBC’s Mike Santoli explaining similarities and differences between the current sell-off and the dotcom crash, and Satori Fund Founder Dan Niles offers his outlook following last week’s volatility. Then, neighborhood social networking platform Nextdoor CEO Sarah Friar joins after beating the Street in Q1 but posting a miss on guidance, and CNBC’s Dom Chu breaks down Nasdaq names still trading near their 52-week lows. GGV Capital Managing Partner Jeff Richards ...
May 16, 2022•44 min
Our anchors begin today’s show with “Margins” Editor Ranjan Roy breaking down Elon Musk temporarily pausing his deal to buy Twitter as the platform calculates its total number of spam and fake accounts. Then, Castle Island Ventures Founding Partner Nic Carter offers his perspective on the volatility in crypto, and former Twitter board member Peter Chernin weighs in on the Musk saga and the broader media landscape. Next, CNBC’s Dom Chu covers some of the top movers in the Nasdaq as the index rall...
May 13, 2022•44 min
Our anchors begin today’s show breaking down the massive intraday swings in tech stocks, meme stocks and crypto with CNBC’s Mike Santoli. Then, we share highlights from our exclusive interview with Alphabet CEO Sundar Pichai, discussing the impact of inflation, free speech online, the digital privacy landscape and more. Next, our Julia Boorstin reports on Disney’s latest earnings, and CNBC’s Dom Chu analyzes the decline of Apple’s stock after losing its title as the world’s most valuable company...
May 12, 2022•44 min
Our anchors begin today’s show discussing whether the tech bubble has burst with Loup Ventures Managing Partner Gene Munster. Next, CNBC’s Kate Rooney and Mizuho Managing Director Dan Dolev look at the latest results from crypto exchange Coinbase missing the Street’s expectations. Then, SoFi CEO Anthony Noto joins after the personal finance firm posted a beat in Q1, and our Julia Boorstin previews Disney’s earnings after the bell. Later, CNBC’s Dom Chu breaks down the Nasdaq’s top movers to star...
May 11, 2022•43 min
