Our anchors kick off today’s show breaking down earnings results from Microsoft and Alphabet. Then, Mizuho Analyst James Lee and RBC Capital Markets Analyst Rishi Jaluria join for more insight into the two tech giants. Next, we cover Cathie Wood’s latest trade and Shopify’s second quarter results. With Meta earnings on deck this afternoon, Big Technology Founder Alex Kantrowitz joins on what to expect from the report. We also hear from CNBC’s Bob Pisani on the performance of some of the biggest ...
Jul 27, 2022•44 min
Our anchors kick off today’s show with Walmart’s consumer demand warning and Bespoke Investment Group’s Paul Hickey joins to discuss what it means for the tech sector. Then, CNBC’s Julia Boorstin covers the digital advertising slowdown and how it will impact Alphabet. Next, The Verge Editor-in-Chief Nilay Patel and Jefferies Analyst Brent Thill join to share their thoughts on Big Tech ahead of this week’s huge earnings lineup. CNBC’s Kate Rooney also reports on the SEC’s investigation of Coinbas...
Jul 26, 2022•44 min
Our anchors begin today’s show with CNBC’s Dom Chu breaking down what to expect from Big Tech earnings this week. Then, we hear from Bank of America Analyst Tal Liani after he downgraded key networking stocks. Later, we return to Big Tech’s big week with insight from Wedbush Securities Head of Equity Trading Sahak Manuelian. Plus, Klarna CEO Sebastian Siemiatkowski joins for his first broadcast interview since the buy now, pay later company’s valuation plunged 85%. We also cover the National Foo...
Jul 25, 2022•45 min
Our anchors begin today’s show breaking down social media platform Snap’s latest results with “Margins” Editor Ranjan Roy and Platformer News Founder Casey Newton. Then, CNBC’s Dom Chu covers potential trouble ahead for the Nasdaq with a slew of big tech names reporting earnings next week, and Truist Co-Chief Investment Officer Keith Lerner joins after publishing a new call upgrading the tech sector. Next, we circle back to Snap with Guggenheim analyst Michael Morris and Stifel analyst Mark Kell...
Jul 22, 2022•45 min
Our anchors begin today’s show covering Amazon on pace for its best month in more than two years, and primary care tech company Founder and CEO Adrian Aoun weighs in on the e-commerce giant buying healthcare provider One Medical. Then, CNBC’s Kayla Tausche reports on President Biden testing positive for Covid-19, and Bank of America Managing Director John Murphy breaks down Tesla’s latest earnings. Next, Evercore ISI Head of Internet Research Mark Mahaney takes a closer look at Amazon, and Loup ...
Jul 21, 2022•44 min
Our anchors begin today’s show recapping Netflix’s latest earnings with Citi analyst Jason Bazinet, and CNBC’s Mike Santoli breaks down the Nasdaq showing signs of life to start July. Then, Former Twitter CEO Dick Costolo offers his take on the platform’s lawsuit against Elon Musk, and we circle back for more on Netflix with CNBC’s Dom Chu. Next, FullCycle Founder and Managing Partner Ibrahim AlHusseini previews Tesla’s Q2 results after the bell, and CNBC’s Ylan Mui covers the CHIPS Act clearing...
Jul 20, 2022•45 min
CNBC's Julia Boorstin chats with Maxine Williams, chief diversity officer at Meta, on fostering diversity and inclusion initiatives at the company, remote work trends, and much more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jul 19, 2022•11 min
Our anchors begin today’s show covering the latest in the Elon Musk-Twitter saga as their lawyers face off for the first time in court, with insight from Plexo Capital Founding Managing Partner Lo Toney and Verge Editor-in-Chief Nilay Patel. Then, Former Amazon Studios Head of Strategy Matthew Ball joins to preview Netflix’s earnings after the bell, and CNBC’s Kate Rooney shares new reporting on the bankruptcy of crypto lender Celsius Network. Later, we circle back to the legal battle between Mu...
Jul 19, 2022•44 min
Our anchors start today’s show with CNBC’s Mike Santoli analyzing the state of the bear market, and GGV Capital Managing Partner Jeff Richards joins with his outlook for consolidation in the software space. Then, BMO Wealth Management Chief Investment Strategist Yung-Yu Ma joins to discuss Netflix before the streaming giant reports earnings tomorrow, and CNBC’s Phil LeBeau sits down with Airbus CEO Guillaume Faury at Britain’s Farnborough International Airshow. Later, chipmaker GlobalFoundries C...
Jul 18, 2022•44 min
Our anchors begin today’s show with New Street Advisors Group Founder and CEO Delano Saporu offering his outlook for tech earnings and the current interest rate environment, and NYU Stern School of Business Professor Aswath Damodaran offers his insight on payments company Stripe cutting its internal valuation by nearly 30%. Then, Morgan Stanley analyst Keith Weiss joins after lowering his estimates for Microsoft, and KeyBanc Capital Markets analyst Brandon Nispel shares his outlook for Apple. La...
Jul 15, 2022•44 min
Our anchors begin today’s show with CNBC’s Steve Liesman breaking down Federal Reserve Governor Christopher Waller’s latest comments on the economy, and Founders Fund Partner Keith Rabois joins to discuss the reaction of e-commerce to the ongoing volatility. Then, our Julia Boorstin covers Netflix’s plans to team up with Microsoft on an ad-supported subscription platform, and Bank of America analyst Wamsi Mohan offers his thoughts on advertising opportunities for Apple. Next, CNBC’s Ylan Mui rep...
Jul 14, 2022•44 min
Our anchors begin today’s show with CNBC’s Mike Santoli breaking down the impact of the morning’s CPI data on high-growth tech trading, and Citi analyst Ron Josey shares his outlook for Amazon amid the current inflationary environment. Then, our Julia Boorstin reports on Twitter filing a lawsuit against Elon Musk in hopes of getting him to complete his deal to buy the platform. Next, QVR Advisors CIO and Managing Member Benn Eifert joins after publishing a new piece on red flags in the investmen...
Jul 13, 2022•44 min
Our anchors begin today’s show with CNBC’s Mike Santoli looking ahead to the impact of tomorrow’s inflation numbers on high-growth tech trading, and Morgan Stanley Head of Global Auto Research Adam Jonas offers his thoughts on a potential car from Apple. Then, Etsy CEO Josh Silverman and Code.org Co-Founder and CEO Hadi Partovi join after signing a new letter alongside 500 other corporate leaders calling on governors to expand access to computer science classes in schools across the country. Lat...
Jul 12, 2022•44 min
Our anchors begin today’s show covering Elon Musk looking to scrap his deal to buy Twitter, and Satori Fund Founder Dan Niles shares his thoughts on the state of the broader market. Then, Goldman Sachs Managing Director Eric Sheridan offers his bear case for Meta and Alphabet, and CNBC’s Leslie Picker breaks down the performance of hedge funds in the first half of 2022. Next, we circle back to the Twitter-Musk legal battle with analysis from Columbia Law School Professor Zohar Goshen, and CNBC’s...
Jul 11, 2022•43 min
Our anchors begin today’s show breaking down the rally in growth stocks with CNBC’s Dom Chu, and Goldman Sachs Asset Management Portfolio Manager Brook Dane joins with his bull case for software and semiconductors. Then, Former Square Executive Chairman Jackie Reses offers her outlook for fintech, and CNBC’s Steve Kovach highlights the week’s gains for mega-cap tech names. Next, CNBC’s Steve Liesman covers recent comments from Fed Governor Lael Brainard on the crypto space, and stablecoin Tether...
Jul 08, 2022•43 min
Our anchors begin today’s show with CNBC’s Mike Santoli weighing in on the market’s rotation back into growth, and Craft Ventures Co-Founder David Sacks offers his insight on tech start-ups amid the current volatility. Then, Platformer Editor Casey Newton joins after publishing a new piece on TikTok’s storage of user data, and CNBC’s Kristina Partsinevelos reports on Samsung’s Q2 results. Next, Evercore ISI Head of Internet Research Mark Mahaney shares his outlook for the sector, and our Julia B...
Jul 07, 2022•44 min
Our anchors begin today’s show with Needham analyst Bernie McTernan offering his insight on Amazon taking a stake in food delivery platform Grubhub, and Evercore ISI analyst Amit Daryanani explains his recent decision to downgrade HP. Then, Incisive Ventures Founder and Managing Partner Martin Tobias makes his case against VC firms becoming investment advisors, and chip designer Arm CEO Rene Haas shares his outlook for the broader semiconductor space. Later, our Julia Boorstin reports from the S...
Jul 06, 2022•43 min
Our anchors begin today’s show looking at Tesla missing the Street’s consensus for Q2 vehicle deliveries, with insight from CNBC’s Phil LeBeau and Threadneedle Ventures Founder and Managing Partner Ann Berry. Then, Morgan Stanley analyst Erik Woodring shares his thoughts on Apple amid the current macro environment, and Madrona Venture Group Managing Partner Matt McIlwain joins with his perspective on what to expect from Amazon CEO Andy Jassy’s second year on the job. Next, CNBC’s Mike Santoli lo...
Jul 05, 2022•44 min
: CNBC's Carl Quintanilla sits down with Nikki Toscano, showrunner and executive producer of "The Offer” on Paramount+, to dive into how the limited series showcases Oscar-winning producer Albert S. Ruddy's never-before-seen experiences making “The Godfather.” They discuss how the show’s producers cast fresh faces to play cinema icons Al Pacino and Marlon Brando, competing in a flooded streaming environment contending with bidding wars, and words of advice for young up-and-coming showrunners ent...
Jul 01, 2022•14 min
Our anchors begin today’s show covering Meta’s plans to adapt to the current downturn, and Bessemer Venture Partners’ Elliott Robinson joins with his outlook for the cloud sector. Then, Needham analyst Rajvindra Gill shares his insight on chipmaker Micron’s latest earnings and guidance. Next, we take a deep dive into rumors that crypto exchange FTX might be looking to buy crypto lender BlockFi with CNBC’s Kate Rooney and Telstra Ventures General Partner Yash Patel. Former Google SVP of Ads and C...
Jul 01, 2022•43 min
How are tech executives responding to the Supreme Court’s ruling to overturn Roe v. Wade? TechCheck producer Brandon Gomez talks with Yelp's Chief Diversity Officer Miriam Warren. They discuss the ruling's impact on company benefits for employees, covering out-of-state travel for reproductive care and how their companies decide when to weigh in on social issues that impact their teams. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and ...
Jun 30, 2022•16 min
Our anchors start today’s show breaking down the first half of the year for tech trading with Wall Street Journal markets reporter Gunjan Banerji and Neuberger Berman CIO of Global Research Strategies Hari Ramanan. Then, CNBC’s Kate Rooney reports on the SEC rejecting crypto investment platform Grayscale’s proposal to turn its Bitcoin fund into an ETF. Next, Bumble Founder and CEO Whitney Wolfe Herd offers her thoughts on the Supreme Court overturning Roe v. Wade and more, and Digital Realty CEO...
Jun 30, 2022•44 min
Our anchors begin today’s show looking at the current environment for short sellers with GGV Capital Managing Partner Jeff Richards, and FCC Commissioner Brendan Carr joins after publishing a letter calling for Apple and Google to remove TikTok from their app stores. Then, CNBC’s Frank Holland recaps his interview with FedEx CEO Raj Subramaniam ahead of the company’s investor day, and Greycroft Partner Kamran Ansari offers his perspective on Pinterest as founder and CEO Ben Silbermann announces ...
Jun 29, 2022•43 min
Our anchors start today’s show covering the rumors that crypto exchange FTX might be looking to buy trading platform Robinhood, with insight from CNBC’s Kate Rooney and Slow Ventures General Partner Sam Lessin. Then, Bain & Company Partner Michael Cashman offers his perspective on the broader consolidation landscape in fintech, and Jefferies analyst Brent Thill joins to discuss his upgrade of cloud computing firm Snowflake. Next, our Julia Boorstin looks at catalysts sending Disney shares hi...
Jun 28, 2022•44 min
We start today’s show with New Street Advisors Group Founder and CEO Delano Saporu sharing his outlook for Meta, Coinbase and more, and Citi Co-Head of U.S. Software Equity Research Tyler Radke joins with his top picks amid the volatility. Then, our Julia Boorstin reports on the reaction of tech companies to the Supreme Court overturning Roe v. Wade, and Snowflake CEO Frank Slootman offers his main takeaways from the cloud computing firm’s recent global user conference. Later, FalconX CEO Raghu ...
Jun 27, 2022•44 min
We spend today’s show bringing you CNBC’s breaking coverage of the Supreme Court overturning Roe v. Wade, with live reporting from Chief General News Anchor Shepard Smith and insight on the implications of the ruling moving forward. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jun 24, 2022•1 hr
We spend today’s show covering Federal Reserve Chairman Jerome Powell’s live testimony on monetary policy before the House Financial Services Committee, discussing inflation, quantitative tightening, unemployment and more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jun 23, 2022•1 hr 1 min
We spend today’s show bringing you Federal Reserve Chairman Jerome Powell’s live testimony on monetary policy before the Senate Banking Committee, sharing his thoughts on interest rates, inflation, energy prices and more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jun 22, 2022•1 hr
CNBC TechCheck’s Deirdre Bosa on the latest bitcoin price volatility and continued fallout with Samson Mow, CEO of JAN3. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jun 21, 2022•18 min
Our anchors begin today’s show with Snap CEO Evan Spiegel after the social media platform started testing a paid subscription model last week to try boosting revenue. Then, CNBC’s Kate Rooney reports on the recent crash in crypto prices, and ProShares Global Investment Strategist Simeon Hyman joins after launching the first Bitcoin short ETF. Next, CNBC’s Frank Holland looks at how currency values are impacting growth for cloud and enterprise tech, and revenue forecasting firm Gong Co-Founder an...
Jun 21, 2022•45 min
