Our anchors begin today’s show with CNBC’s Mike Santoli analyzing the divergence in small-cap and mega-cap tech. Then CNBC’s Steve Kovach breaks down Microsoft offering Sony a 10-year deal for “Call of Duty” to be available on PlayStation if the company’s acquisition of Activision gets approved. Next, Cohesity CEO Sanjay Poonen weighs in on Salesforce’s C-suite shake-up, and New Street Advisors Group Founder and CEO Delano Saporu offers his outlook for growth tech. Later, CNBC’s Kristina Partsin...
Dec 06, 2022•44 min
Our anchors begin today’s show with CNBC’s Steve Kovach and Seema Mody covering reports that Apple might be planning to accelerate production away from China. Then, Satori Fund Founder Dan Niles offers his outlook for cloud computing and software stocks, and Big Technology newsletter author Alex Kantrowitz discusses layoffs across big tech. Next, Jefferies analyst Brent Thill joins with a bear case scenario for Amazon, and CNBC’s Kristina Partsinevelos breaks down the Nasdaq’s top movers of the ...
Dec 05, 2022•43 min
Our anchors begin today’s show with Verge Editor-in-Chief Nilay Patel discussing layoffs across tech, and CNBC’s Kate Rooney reports on the Department of Justice asking for an independent probe into the bankruptcy of FTX. Next, we talk Q3 results with PagerDuty CEO Jennifer Tejada and Smartsheet CEO Mark Mader, and our Julia Boorstin covers cost cutting measures affecting private companies on CNBC’s Disruptor 50 list. Later, Oculus Founder Palmer Luckey joins after Anduril, his defense technolog...
Dec 02, 2022•43 min
Our anchors begin today’s show with CNBC’s Frank Holland covering Salesforce’s latest earnings as Co-CEO Bret Taylor announces plans to leave the software company. Then, CNBC’S Kate Rooney recaps FTX Founder Sam Bankman-Fried’s comments on the crypto exchange’s collapse at the New York Times DealBook Summit, and Microsoft Executive Vice President of Cloud & AI Scott Guthrie discuses innovations across the cloud sector. Next, CNBC’s Kristina Partsinevelos breaks down the latest wave of cost c...
Dec 01, 2022•44 min
Our anchors begin today’s show with ServiceNow CEO Bill McDermott sharing his outlook for software as we kick off day three of Cloud Week, and CNBC’s Dom Chu breaks down the Street’s expectations ahead of Fed Chair Jerome Powell’s speech on the economy this afternoon. Then, HPE CEO Antonio Neri breaks down the enterprise edge-to-cloud company’s Q4 results, and Intuit CEO Sasan Goodarzi joins after delivering stronger-than-expected earnings. Next, our Julia Boorstin reports on Disney buying Major...
Nov 30, 2022•43 min
Our anchors begin today’s show with CNBC’s Steve Kovach and Bernstein analyst Toni Sacconaghi discussing Elon Musk taking aim at Apple’s relationship with Twitter. Then, our Julia Boorstin recaps Disney CEO Bob Iger’s town hall meeting with employees. Next, venture capital firm WndrCo Founding Partners Jeffrey Katzenberg and Sujay Jaswa join for a closer look at Iger’s return and the shifting media landscape, and our Jon Fortt shares highlights from his Cloud Week interview with Amazon Web Servi...
Nov 29, 2022•44 min
Our anchors begin today’s show with CNBC’s Eunice Yoon reporting on rare protests in China over the country’s “Zero Covid” approach, and CNBC’s Steve Kovach looks at companies with high exposure to China moving lower to start the morning. Then, Destination Wealth Management CEO and Founder Michael Yoshikami joins after naming Apple, Amazon and Disney as some of his top long-term picks, and CNBC’s Frank Holland breaks down sales forecasts for Cyber Monday. Next, Adobe Vice President of Growth Mar...
Nov 28, 2022•43 min
Our anchors begin today’s show with CNBC’s Kristina Partsinevelos and CommerceIQ CEO Guru Hariharan on shopping trends to expect this Black Friday and beyond. Then, our Julia Boorstin covers social commerce picking up steam and Shopify President Harley Finkelstein joins for more on ecommerce expectations this holiday season. Next, CNBC’s Eunice Yoon joins from Beijing to provide an update on lockdowns in China and their impact on Apple. Also, JPMorgan Analyst Samik Chatterjee is here to further ...
Nov 25, 2022•44 min
Our anchors begin today’s show with CNBC’s Dom Chu breaking down the market impact of layoffs, guidance cuts and negative sentiment across tech. Then, Wall Street Journal Senior Personal Technology Columnist Joanna Stern discusses the potential for a consumer slowdown affecting PC sales, and CNBC’s Eunice Yoon reports on protests at one of electronics manufacturer Foxconn’s plants in China. Next, CNBC’s Eamon Javers shares headlines from the first day of FTX’s bankruptcy hearing in Delaware, and...
Nov 23, 2022•43 min
Our anchors begin today’s show with CNBC’s Eamon Javers reporting on FTX’s first-ever appearance in bankruptcy court. Then, Baird analyst Will Power and Mighty Capital Founding Managing Partner SC Moatti join with their outlook for the software sector, and blockchain data platform Chainalysis CEO Michael Gronager joins to discuss FTX’s collapse. Next, we take a deep dive into the return of Disney CEO Bob Iger with our Julia Boorstin and Cowen analyst Doug Creutz, and CNBC’s Kristina Partsinevelo...
Nov 22, 2022•44 min
Our anchors begin today’s show covering Bob Iger’s return as CEO of Disney with Julia Boorstin and New York Magazine Editor-At-Large and “Pivot” podcast host Kara Swisher. Next, Morgan Stanley analyst Erik Woodring shares his outlook for hardware demand heading into Black Friday. Then, we circle back to Disney’s leadership change with CNBC’s Dom Chu and Big Technology newsletter author Alex Kantrowitz, and CNBC’s Kate Rooney joins after sitting down with FTX Founder Sam Bankman-Fried on the cryp...
Nov 21, 2022•43 min
Our anchors begin today’s show with Cohesity CEO Sanjay Poonen discussing cybersecurity demand after Palo Alto Networks beat the Street in its latest earnings. Then, Wedgewood Partners CIO David Rolfe offers his bull case for Taiwan Semiconductor, and incoming Kraken CEO Dave Ripley offers an inside look at the crypto exchange as turmoil continues to overtake the digital currency landscape. Next, Bernstein analyst Mark Shmulik weighs in on calls for layoffs at Alphabet, and CNBC’s Kristina Parts...
Nov 18, 2022•43 min
Our anchors begin today’s show with Needham analyst Rajvindra Gill breaking down chipmaker Nvidia’s Q3 earnings, and lodging platform Airbnb Co-Founder and CEO Brian Chesky discusses post-pandemic travel demand and price transparency for customers. Then, Sonos CEO Patrick Spence joins for a closer look at the audio equipment maker’s latest results, and our Jon Fortt shares highlights from his interview with software company Nutanix CEO Rajiv Ramaswami at CNBC’s Technology Executive Council. Late...
Nov 17, 2022•44 min
Our anchors begin today’s show with IBM CEO Arvind Krishna sharing his outlook for enterprise demand, consumer spending, and M&A opportunities in an exclusive interview. Then, CNBC’s Ylan Mui reports on the House Financial Services Committee planning a hearing on the collapse of FTX, and digital asset investment group CoinShares CEO Jean-Marie Mognetti joins with his thoughts on the broader turbulence in the space. Next, MoffettNathanson analyst Michael Morton offers his take on the broader ...
Nov 16, 2022•43 min
Our anchors begin today’s show with CNBC’s Steve Liesman breaking down new data on household debt from the New York Fed, and CommerceIQ CEO Guru Hariharan weighs in on e-commerce trends after Walmart and Home Depot beat the Street in Q3. Then, UBS Managing Director Jason Katz joins with his bull case for cybersecurity, and CNBC’s David Faber shares breaking news on activist investor TCI Fund Management calling on Alphabet to cut costs. Next, CNBC’s Kate Rooney covers the latest in the collapse o...
Nov 15, 2022•50 min
Our anchors begin today’s show with CNBC’s Steve Liesman outlining new data from the New York Fed showing rising inflation expectations, and CNBC’s Kate Rooney brings us the latest in the fallout from the collapse of crypto exchange FTX. Then, our Julia Boorstin discusses the impact of FTX’s implosion on the broader ad markets, and Consumer Financial Protection Bureau Director Rohit Chopra weighs in on regulations for digital currencies. Next, BMO Wealth Management Chief Investment Strategist Yu...
Nov 14, 2022•47 min
CNBC takes you inside one of the largest crypto currency heists in history and delivers a revealing look at the investigation to recover $3.6 billion dollars in bitcoin. Hosted by Eamon Javers. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nov 12, 2022•46 min
Our anchors begin today’s show with CNBC’s Kate Rooney and crypto exchange OKX Managing Director Lennix Lai discussing FTX’s decision to file for bankruptcy. Then, Galaxy Digital CEO Mike Novogratz joins with his firm bracing to lose nearly $77 million linked to FTX, and SEC Commissioner Hester Peirce discusses ways to regulate the crypto industry. Next, FTX investor and O’Leary Ventures Chairman Kevin O’Leary discusses the platform’s collapse and his outlook for digital currencies, and Citi ana...
Nov 11, 2022•49 min
Our anchors begin today’s show with Wall Street Journal reporter Gunjan Banerji breaking down October’s cooler-than-expected CPI data sending tech surging, and CNBC’s Frank Holland breaks down the WisdomTree Cloud Computing ETF’s best-ever trading day. Then, Satori Fund Founder Dan Niles weighs in on the broader market rally, and CNBC’s Kate Rooney brings us the latest on FTX as CEO Sam Bankman-Fried faces potential bankruptcy. Next, crypto exchange Bitstamp’s U.S. CEO Bobby Zagotta joins with h...
Nov 10, 2022•1 hr
Our anchors begin today’s show with Production Board Founder and CEO David Friedberg covering newly announced layoffs from Meta and crypto exchange Binance’s plans to acquire rival platform FTX. Then, our Julia Boorstin takes a deep dive into Disney’s latest earnings miss, and Akamai CEO Dr. Tom Leighton joins with a look at the cybersecurity and cloud company’s performance in Q3. Next, we circle back to Disney and Meta with MoffettNathanson Co-Founder Michael Nathanson, and crypto exchange eTor...
Nov 09, 2022•43 min
Our anchors begin today’s show with Oppenheimer analyst Martin Yang discussing the latest results from Activision and Take-Two Interactive, and Microsoft Gaming CEO Phil Spencer shares his outlook for the space heading into the holiday season. Then, Union Square Advisors Co-Founder Ted Smith weighs in on M&A opportunities in tech. Next, CNBC’s Kate Rooney delivers breaking news on crypto exchange Binance announcing plans to buy rival firm FTX, with analysis from Slow Ventures General Partner...
Nov 08, 2022•54 min
Our anchors begin today’s show with Moor Insights & Strategy CEO Patrick Moorhead discussing Apple warning of a major slowdown in iPhone 14 shipments. Then, CNBC’s Steve Kovach covers reports that Meta could be planning large-scale layoffs, and Truist Co-CIO Keith Lerner explains why he downgraded the entire tech sector. Next, Verge Editor-in-Chief Nilay Patel previews upcoming gaming earnings from Take-Two Interactive and Activision, and CNBC’s Seema Mody breaks down the top beneficiaries o...
Nov 07, 2022•43 min
Our anchors begin today’s show with Wolfe Research Managing Director Darrin Peller breaking down earnings from fintech names Square and PayPal, and Twilio Co-Founder and CEO Jeff Lawson takes a deep dive into the enterprise software firm’s latest results and guidance. Next, Expedia Group CEO Peter Kern discusses the travel platform beating the Street in Q3, and we continue our earnings coverage with Microchip Technology CEO Ganesh Moorthy. Later, our Julia Boorstin looks at shares of Warner Brot...
Nov 04, 2022•44 min
Our anchors begin today’s show with Wells Fargo Chairman of Global Internet Investment Banking Bob Peck sharing his outlook for tech on the heels of yesterday’s Fed rate hike. Then, our Julia Boorstin breaks down Roku’s latest results sending shares lower, and Confluent Co-Founder and CEO Jay Kreps discusses the data management firm beating the Street in Q3. Next, CNBC’s Dom Chu covers tech names that could be at risk from more rate hikes moving forward, and CNBC’s Kate Rooney reports on trading...
Nov 03, 2022•43 min
Our anchors begin today’s show with CNBC’s Kristina Partsinevelos breaking down chipmaker AMD’s latest earnings, and CNBC’s Dom Chu analyzes several key tech stocks that have rallied and fallen since the last Fed rate hike. Next, our Julia Boorstin discusses FCC Commissioner Brendan Carr calling on the U.S. government to ban TikTok, and CNBC’s Frank Holland covers Bank of America’s double downgrade on enterprise software firm Twilio. Then, ZoomInfo Founder and CEO Henry Schuck weighs in on the s...
Nov 02, 2022•44 min
Our anchors begin today’s show with Needham analyst Bernie McTernan discussing Uber beating the Street in Q3, and Destination Wealth Management CEO and Founder Michael Yoshikami weighs in on how to judge winning investments across big tech. Then, SoFi CEO Anthony Noto breaks down the personal finance firm’s latest results, and our Julia Boorstin reports on Disney+ testing an initiative giving subscribers access to certain Disney merchandise. Next, Goldman Sachs Managing Director Eric Sheridan ex...
Nov 01, 2022•44 min
Our anchors begin today’s show with CNBC’s Mike Santoli taking a deep dive into the market setup for the week ahead, and 645 Ventures Co-Founder Nnamdi Okike shares his insight on big tech’s growth story. Then, our Julia Boorstin looks at growing concerns about misinformation and hate speech on Twitter since Elon Musk bought the platform, and Onsemi CEO Hassane El-Khoury discusses the chipmaker’s Q3 results. Next, Citi Managing Director Ron Josey previews this week’s earnings from Uber and DoorD...
Oct 31, 2022•44 min
Our anchors begin today’s show with CNBC’s Steve Kovach breaking down Apple’s latest earnings beat, and our Julia Boorstin joins with insight as Elon Musk takes over Twitter. Then, Intel CEO Pat Gelsinger breaks down the chipmaker’s Q3 results and perspective on the broader sector, and Needham analyst Laura Martin shares her thoughts on opportunities in big tech. Later, we take a second look at Apple’s quarter with Bank of America analyst Wamsi Mohan, and CNBC’s Diana Olick reports on tech firms...
Oct 28, 2022•43 min
Our anchors begin today’s show with Julia Boorstin and Platformer News Founder Casey Newton taking a deep dive into Meta’s Q3 earnings miss and Elon Musk nearing a deal to buy Twitter. Then, CNBC’s Steve Kovach and Cowen Managing Director Krish Sankar preview Apple’s results after the bell, and Bernstein analyst Mark Shmulik joins for a closer look at Mark Zuckerberg’s investments in the metaverse. Later, CNBC’s Kate Rooney reports on high-net-worth individuals finding buying opportunities in cr...
Oct 27, 2022•44 min
Our anchors begin today’s show with RBC analyst Rishi Jaluria and Evercore ISI Head of Internet Research Mark Mahaney weighing in on the latest earnings and guidance from Microsoft and Alphabet. Then, our Julia Boorstin breaks down Spotify’s Q3 results, and supply chain solutions firm Manhattan Associates CEO Eddie Capel offers his outlook for e-commerce heading into the holidays. Next, Wall Street Journal Senior Personal Technology Columnist Joanna Stern takes a deep dive into Snap CEO Evan Spi...
Oct 26, 2022•43 min
