TechCheck
829 episodes - English - Latest episode: 9 days ago - ★★★★★ - 51 ratingsWhere Silicon Valley meets Wall Street, TechCheck dives deep into stocks, trades, trends and opportunities focused on new technologies while highlighting news from mega-cap heavyweights, social media darlings, streaming giants, growth software and red-hot disruptors. Everyday TechCheck delivers investors what they need to know with compelling in-depth reporting and analysis from investors, analysts and leaders in the industry.
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Episodes
TechCheck+ The Future of A.I. Technology & Impact on Education 2/15/23
February 15, 2023 18:28 - 31 minutes - 29.1 MBAs AI hype hits a fever pitch, CNBC's Brandon Gomez and Fahiemah Al-Ali kick off a conversation around the widespread interest in the technology with Paper co-founder and CEO Philip Cutler and 'Not a Bot' and 'AI for Anyone' founder Haroon Choudery. They discussed why tools like ChatGPT have captured the attention of mainstream audiences and how Big Tech is responding with new products, including Microsoft’s integration of ChatGPT into their 'Bing' search engine and Google’s competitor 'Bard....
Akamai CEO Tom Leighton on Earnings, Airbnb Delivers in Q4 & Goldman Sachs Scraps DTC Credit Card Plan 2/15/23
February 15, 2023 17:06 - 43 minutes - 39.4 MBOur anchors begin today’s show with Satori Fund Founder Dan Niles discussing whether to trust tech stocks rallying in 2023, and Akamai CEO Tom Leighton joins on the cybersecurity and cloud company’s latest earnings. Then, our Julia Boorstin previews streaming platform Roku’s results after the bell, and Canvas Ventures General Partner Mike Ghaffary weighs in on Airbnb’s valuation and performance in Q4. Later, CNBC’s Hugh Son reports on Goldman Sachs scrapping plans for a direct-to-consumer cr...
TechCheck+ CookUnity CEO on Creating a Chef-To-Consumer Marketplace 2/14/23
February 14, 2023 17:54 - 15 minutes - 13.8 MBCNBC's Julia Boorstin chats with CookUnity co-founder and CEO Mateo Marietti on creating the first chef-to-consumer marketplace in food delivery, closing the chef distribution gap, the company's ambitious expansion plans, and Marietti's mission to become the 'Spotify' of food delivery. They also discussed the platform's "digital-first business," and how CookUnity is working with farmers to create a sustainable model while providing critical tech layer infrastructure for both the consumer app ...
Inflation Rises to Start 2023, GlobalFoundries CEO Thomas Caulfield on Earnings & Checking the State of Venture Capital 02/14/23
February 14, 2023 17:17 - 44 minutes - 40.4 MBOur anchors begin today’s show with CNBC’s Steve Liesman and Mike Santoli breaking down January’s hotter-than-expected inflation data, and CNBC’s Kristina Partsinevelos reports on Citadel Securities disclosing a stake in crypto bank Silvergate Capital. Next, GlobalFoundries CEO Thomas Caulfield discusses the chipmaker’s Q4 earnings beat, and RSE Ventures Co-Founder and CEO Matt Higgins offers his outlook for the state of venture capital. Later, IAC CEO Joey Levin weighs in on the company’s l...
Lawmakers Renew Calls for TikTok Ban, Check Point Software CEO Gil Shwed on Earnings & Evercore ISI Upgrades Zillow to Buy 2/13/23
February 13, 2023 17:08 - 44 minutes - 40.8 MBOur anchors begin today’s show with CNBC’s Eunice Yoon covering what to expect from China’s potential reopening, and CNBC’s Arjun Kharpal reports on China’s e-commerce push in the U.S. Then, our Julia Boorstin looks at lawmakers reviving efforts to ban TikTok, and CNBC’s Rick Santelli breaks down the New York Fed’s consumer expectations survey ahead of tomorrow’s CPI report. Next, Check Point Software CEO Gil Shwed joins after the cybersecurity firm delivered a beat in Q4, and CNBC’s Frank H...
TechCheck+ NFL’s Chief Media Officer on the Future of Sports Streaming 2/11/23
February 12, 2023 13:00 - 18 minutes - 17 MBCNBC’s Julia Boorstin speaks with the NFL’s chief media and business officer Brian Rolapp from the Super Bowl in Arizona. Rolapp discusses this year’s big game, ratings, the league’s move to bring Sunday Ticket to YouTube, and what it all means for the future of sports streaming.
Breaking Down Super Bowl Ad Spending, Expedia Group CEO Peter Kern on Earnings & DraftKings CEO Jason Robins on Sports Betting 2/10/23
February 10, 2023 17:13 - 43 minutes - 39.6 MBWe begin today’s show with CNBC’s Mike Santoli looking at this week’s divergence in the performance of the major indices, and our Julia Boorstin reports on ad spending for the Super Bowl this weekend. Then, Expedia Group CEO Peter Kern discusses travel demand after the travel platform posted a miss in Q4, and CNBC’s Kate Rooney covers the SEC doubling down on efforts to regulate crypto. Later, DraftKings CEO Jason Robins offers his outlook for sports betting ahead of the big game on Sunday, ...
TechCheck+ Oma Fertility CEO on using AI to improve IVF outcomes 2/10/23
February 10, 2023 17:00 - 15 minutes - 13.9 MBCNBC's Meg Tirrell sits down with Oma Fertility Co-founder and CEO Gurjeet Singh to discuss how the company is using AI to improve the future of fertility outcomes and lower costs for patients. Singh will discuss Oma Fertility's technology during the IVF process—including how Oma uses machine learning for optimal sperm selection and overall treatment efficacy. They'll also chat about Oma's nationwide expansion into patient-level clinics and their mission to make fertility care more effective ...
TechCheck+ Tala founder and CEO Shivani Siroya on fintech's global growth 2/9/23
February 09, 2023 18:22 - 15 minutes - 14.1 MBCNBC's Julia Boorstin speaks with Shivani Siroya, founder and CEO of Tala, an emerging markets microlender. Siroya dives into the the company's success in the current economic environment and shares why she thinks fintech can help dissolve barriers to entry for entrepreneurs worldwide.
Disney’s Earnings Beat the Street, Sonos CEO Patrick Spence on Q4 Results & General Motors Partners with GlobalFoundries 2/9/23
February 09, 2023 17:08 - 43 minutes - 39.8 MBWe begin today’s show breaking down Disney’s earnings and cost-cutting plans, with insight from our Julia Boorstin, former Amazon Studios Head of Strategy Matthew Ball and Cowen Managing Director Doug Creutz. Then, Sonos CEO Patrick Spence breaks down the audio equipment maker’s strong holiday quarter, and CNBC’s Phil LeBeau reports on a new partnership between General Motors and chipmaker GlobalFoundries. Next, New Age Wealth Advisors Co-Founder Todd Gordon weighs in on fintech results from...
Alphabet Plunges on AI Chatbot Rollout, Uber’s Earnings Beat the Street & Khosla Ventures Founder Vinod Khosla on Artificial Intelligence 2/8/23
February 08, 2023 17:25 - 43 minutes - 40 MBOur anchors begin today’s show looking at Alphabet shares sliding on the company’s AI chatbot rollout, with analysis from Verge Editor-in-Chief Nilay Patel and Evercore ISI Head of Internet Research Mark Mahaney. Then, our Julia Boorstin previews Disney’s earnings after the bell, and CNBC’s Eamon Javers reports on legal fees stemming from the collapse of FTX. Next, Goldman Sachs Asset Management Portfolio Manager Brook Dane discusses how to position your portfolio amid rising rates, and CNBC...
TechCheck+ Microsoft CEO Satya Nadella 2/7/23
February 07, 2023 22:22 - 15 minutes - 14.5 MBCNBC’s Jon Fortt sits down with Microsoft CEO Satya Nadella to discuss its new AI-powered updates to its Bing search engine, Edge browser and more.
Big Tech Doubles Down on AI, Arm CEO Rene Haas on Chip Sector & Predictions for the Future of Television 02/07/23
February 07, 2023 17:11 - 44 minutes - 40.7 MBOur anchors begin today’s show with CNBC’s Kate Rooney and Jennifer Elias covering the uptick in competition over AI chatbots, and Zillow Co-Founder and former CEO Spencer Rascoff discusses venture capital’s push into artificial intelligence. Then, chip designer Arm CEO Rene Haas offers his outlook for the broader semiconductor space, and our Julia Boorstin recaps Pinterest’s latest earnings. Next, CNBC’s Steve Liesman and Annandale Capital Founder and Chairman George Seay discuss the recent...
Onsemi CEO Hassane El-Khoury on Earnings, BMO CEO Darryl White on Fintech & Bill CEO René Lacerte on Q4 Results 2/6/23
February 06, 2023 17:08 - 43 minutes - 39.9 MBOur anchors begin today’s show with Macquarie Head of Technology Research Americas Sarah Hindlian-Bowler offering her outlook for the rest of Q1, and our Julia Boorstin previews Pinterest’s earnings after the bell. Then, Onsemi CEO Hassane El-Khoury discusses the chipmaker’s latest results, and CNBC’s Eamon Javers reports on criminals using messaging platforms to commit check fraud. Next, UBS analyst Lloyd Walmsley discusses whether ChatGPT poses a threat to Alphabet, and our Deirdre Bosa sha...
TechCheck+ HBO's 'The Last of Us' Showrunner Craig Mazin 2/3/23
February 03, 2023 18:29 - 16 minutes - 15.3 MBCNBC’s Carl Quintanilla sits down with ‘The Last of Us' Craig Mazin – the showrunner, co-creator, executive producer, writer, and director behind the HBO hit-series. The two discuss the challenges of adapting a beloved video game into a primetime TV show and how Mazin's experience building HBO's Emmy-award winning ‘Chernobyl’ and passion for the game itself sparked a partnership with co-creator Neil Druckmann. They also discuss preparing the star-studded cast for their roles, developing conte...
Alphabet and Amazon Disappoint in Q4, Breaking Down Apple’s Earnings & Microchip Technology CEO Ganesh Moorthy on Results 2/3/23
February 03, 2023 17:05 - 43 minutes - 39.7 MBOur anchors begin today’s show discussing disappointing Q4 results from Alphabet and Amazon, with insight from Cowen Managing Director John Blackledge. Then, our Julia Boorstin discusses what these big tech earnings mean for digital advertising revenue, and we take a deep dive into Apple’s quarter with CNBC’s Steve Kovach and Bank of America analyst Wamsi Mohan. Next, CNBC’s Robert Frank reports on the increasing pace of workers returning to the office, and CNBC’s Steve Liesman breaks down th...
Meta Surges on Q4 Results, TikTok Fights Back Against Regulatory Scrutiny & Hologic CEO Stephen MacMillan on Earnings 2/2/23
February 02, 2023 17:10 - 42 minutes - 39.3 MBWe begin today’s show discussing Meta’s latest earnings sending shares surging, with insight from our Julia Boorstin and Bernstein analyst Mark Shmulik. Then, Barclays Head of U.S. Equities Venu Krishna to discuss the Fed’s latest rate hike, and we preview Apple’s results after the bell with CNBC’s Steve Kovach and Cowen Managing Director Krish Sankar. Later, our Julia Boorstin returns for a look at TikTok fighting back against regulatory scrutiny, and Hologic CEO Stephen MacMillan joins afte...
Snap’s Q4 Sends Shares Skidding, Juniper Networks CEO Rami Rahim on Earnings & Match Group CFO Gary Swidler on Results 2/1/23
February 01, 2023 17:06 - 43 minutes - 39.8 MBWe begin today’s show with our Julia Boorstin breaking down Snap’s Q4 results, and Goldman Sachs Managing Director Eric Sheridan shares his expectations for this week’s earnings from Meta and Amazon. Then, Juniper Networks CEO Rami Rahim joins after the company posted a miss on Q4 revenue, and BMO Wealth Management Chief Investment Strategist Yung-Yu Ma offers his outlook for how to navigate the current environment for interest rates. Next, CNBC’s Jennifer Elias reports on Google testing Chat...
Spotify CFO Paul Vogel on Earnings, U.S. Weighs More China Export Restrictions & The Bear Case for Paramount 01/31/23
January 31, 2023 17:20 - 44 minutes - 40.6 MBOur anchors begin today’s show with CNBC’s Dom Chu breaking down a barrage of earnings moving markets to start the morning, and Spotify CFO Paul Vogel discusses the music streamer’s fourth quarter. Then, CNBC’s Kayla Tausche reports on the U.S. weighing more China export restrictions, and CNBC’s Kristina Partsinevelos previews chipmaker AMD’s results after the bell. Next, Macquarie analyst Tim Nollen explains why he downgraded Paramount, and Wedbush Securities Managing Director Sahak Manuelia...
SoFi CEO Anthony Noto on Q4 Results, Tesla Surges to Start 2023 & Playing the Digital Ad Space 1/30/23
January 30, 2023 17:13 - 43 minutes - 39.6 MBOur anchors begin today’s show with Wilmington Trust Head of Investment Strategy Meghan Shue looking ahead to the Fed’s decision on interest rates later this week, and CNBC’s Seema Mody discusses China tech stocks surging to start 2023. Then, SoFi CEO Anthony Noto joins after the personal finance firm delivered a beat in Q4, and our Julia Boorstin covers TikTok’s CEO testifying before the House Energy and Commerce Committee over security concerns. Next, Interactive Brokers Chief Strategist St...
Intel CEO Pat Gelsinger on Q4 Earnings Miss, Salesforce to Add New Board Members & Previewing Meta’s Results 1/27/23
January 27, 2023 17:09 - 46 minutes - 42.3 MBOur anchors begin today’s show with Intel CEO Pat Gelsinger as shares of the chipmaker plunge following a Q4 earnings miss. Then Bernstein Managing Director Stacy Rasgon offers his perspective on Intel’s quarter, and KKM Financial CEO Jeff Kilburg shares his outlook for Tesla. Later, our team covers Salesforce confirming plans to add three new board members, and RBC Managing Director Brad Erickson previews next week’s earnings from Meta, Alphabet and Amazon.
TechCheck+ Gecko Robotics CEO on AI, robotics & renewable energy 1/26/23
January 26, 2023 18:02 - 15 minutes - 13.9 MBCNBC's Pippa Stevens chats with Jake Loosararian, co-founder and CEO of Gecko Robotics. Loosararian shares his expectations and predictions around AI and the intersection of robotics and renewable energy. They discuss how energy reliability and resiliency will be a critical front line in the future of warfare - particularly given how the war in Ukraine has exposed the vulnerability of public infrastructure in global conflict. Loosararian also discusses how emergent technology can bolster powe...
Tesla Surges on Q4 Results, JetBlue CEO Robin Hayes on Earnings & Meta to Reinstate Former President Trump’s Facebook Account 1/26/23
January 26, 2023 17:08 - 44 minutes - 40.7 MBOur anchors begin today’s show with CNBC’s Dom Chu covering the intersection of GDP and tech stocks, and Bernstein Managing Director Toni Sacconaghi takes a deep dive into Tesla’s latest results. Then, our Julia Boorstin breaks down Comcast’s fourth quarter, and JetBlue CEO Robin Hayes joins for a conversation on the airline’s earnings. Next, we analyze the state of M&A with CNBC’s Frank Holland and Madrona Ventures Managing Director Matt McIlwain, and CNBC’s Bob Pisani takes a deep dive into...
Microsoft Delivers Mixed Earnings, Department of Justice Files Lawsuit Against Google & Silicon Valley Bank CEO Greg Becker on Venture Capital 1/25/23
January 25, 2023 17:48 - 43 minutes - 40.1 MBOur anchors begin today’s show with CNBC’s Steve Kovach and Goldman Sachs analyst Kash Rangan breaking down Microsoft’s latest earnings. Then, CNBC’s Mike Santoli looks at Microsoft’s impact on the markets, and Trivariate Research Founder Adam Parker offers guidance on how to play the tech sector. Next, our Julia Boorstin reports on the Department of Justice filing an antitrust lawsuit against Google, and CNBC’s Phil LeBeau previews Tesla’s results after the bell. Later, Silicon Valley Bank C...
TechCheck+ Plaid CEO Zach Perret on his 2023 fintech predictions 1/24/23
January 24, 2023 18:54 - 19 minutes - 17.6 MBCNBC's Deirdre Bosa and Kate Rooney sit down with Plaid co-founder and CEO Zach Perret from CNBC's San Francisco bureau. Zach shares his biggest fintech predictions for the year ahead.
Microsoft Reports Earnings After the Bell, Amazon Unveils New Prescription Drug Perk & Plaid CEO Zach Perret on Fintech Outlook 01/24/23
January 24, 2023 17:11 - 46 minutes - 42.8 MBOur anchors begin today’s show previewing Microsoft’s earnings after the bell with CNBC’s Steve Kovach and New Age Wealth Advisors Co-Founder Todd Gordon. Then, Mizuho Managing Director Dan Dolev outlines his bear case for Coinbase, and our Julia Boorstin reports on Verizon’s latest quarterly results. Next, Guggenheim Securities Senior Managing Director Eric Mandl offers his outlook for tech M&A, and CNBC’s Bertha Coombs covers Amazon rolling out a new prescription drug perk for Prime subscri...
Spotify Announces Layoffs, Playing the China Tech Rally & Big Banks Plan New Payment Wallet 1/23/23
January 23, 2023 17:10 - 43 minutes - 40.2 MBOur anchors begin today’s show with CNBC’s Frank Holland and Deutsche Bank analyst Brad Zelnick covering activist investor Elliott Management reportedly taking a multibillion-dollar stake in Salesforce. Then, our Julia Boorstin breaks down newly announced layoffs from Spotify, and Credit Suisse Head of U.S. Equity Strategy and Quantitative Research Jonathan Golub offers his predictions for tech EPS growth in Q4. Next, we take a deep dive into opportunities in China tech with CNBC’s Seema Mody...
Alphabet Announces Layoffs, Netflix Surges on Q4 Subscriber Adds & President Biden’s Tech Scorecard 1/20/23
January 20, 2023 17:11 - 44 minutes - 40.6 MBOur anchors begin today’s show with Big Technology newsletter author Alex Kantrowitz discussing Alphabet laying off 12,000 employees. Then, we break down Netflix’s Q4 earnings with our Julia Boorstin and Bank of America Managing Director Jessica Reif Ehrlich. Next, CNBC’s Kayla Tausche looks at tech regulations as we mark the halfway point of President Biden’s first term, and New Street Advisors Group Founder and CEO Delano Saporu shares his outlook for the broader economy. CNBC’s Dom Chu als...
TechCheck+ Cybersecurity Tech with Walmart's Chief Information Security Officer 1/19/23
January 19, 2023 20:56 - 9 minutes - 8.55 MBCNBC’s Frank Holland sits down with Walmart’s chief information security officer Jerry Geisler at Walmart headquarters in Arkansas to discuss the growing need for cybersecurity during the company’s Global Media Tech event. As the retail giant moves into new lines of business including an online marketplace with more than 100,000 third party sellers and creating an in house Buy Now Pay Later product, Geisler says cybersecurity is crucial to Walmart’s ambitions. They also discuss how Walmart is...
Big Tech Earnings Season Gets Started, Breyer Capital CEO Jim Breyer on Meta & Crypto Lender Genesis Prepares to File for Bankruptcy 01/19/23
January 19, 2023 18:00 - 44 minutes - 40.5 MBOur anchors begin today’s show with CNBC’s Dom Chu analyzing what to expect from tech earnings season. Then, our Julia Boorstin and Evercore ISI Head of Internet Research Mark Mahaney preview Netflix’s Q4 results after the bell, and Breyer Capital Founder and CEO Jim Breyer shares his expectations for Meta and TikTok. Next, CNBC’s Robert Frank looks at whether Elon Musk could be facing headaches on his tax bill after taking over Twitter, and CNBC’s Ylan Mui reports on the U.S. officially hitt...
Microsoft Announces Layoffs, Mastercard CEO Michael Miebach on Consumer Demand & Walmart Ups Investment in Tech 1/18/23
January 18, 2023 17:06 - 43 minutes - 39.8 MBOur anchors begin today’s show with Verge Editor-in-Chief Nilay Patel and CNBC’s Steve Kovach discussing the one-year anniversary of Microsoft announcing plans to acquire Activision-Blizzard. Then, Mastercard CEO Michael Miebach offers his outlook for consumer demand, inflation and the reopening of China, and our Julia Boorstin takes a deep dive into media stocks with Netflix reporting earnings tomorrow. Next, NorthmanTrader Founder Sven Henrich offers his outlook for the Nasdaq, and CNBC’s F...
TechCheck+ The Future of Biotech Innovation and Investment 1/17/23
January 17, 2023 20:15 - 20 minutes - 18.4 MBCNBC's Meg Tirrell sits down with Dr. Christiana Bardon, co-managing director of BioImpact Capital, one of the world’s largest dedicated biotech investment firms dedicated to oncology therapeutics. The two discuss biotech innovation and investment in the space going into 2023, progress in areas such as obesity and Alzheimer’s, and the current regulatory environment for the industry.
Citi CEO Jane Fraser on Economic Outlook, Splunk CEO Gary Steele on Cybersecurity & Guggenheim Downgrades Microsoft to Sell 1/17/23
January 17, 2023 17:05 - 43 minutes - 39.8 MBOur anchors begin today’s show with Citi CEO Jane Fraser offering her outlook for rate hikes, inflation and consumer demand at the World Economic Forum’s annual meeting in Davos, Switzerland. Then, Requisite Capital Management Managing Partner Bryn Talkington shares her top tech mega-cap picks, and our Julia Boorstin reports on Disney firing back at activist investor Nelson Peltz. Next, Wells Fargo Chairman of Global Internet Investment Banking Bob Peck breaks down the current environment for...
What Q4 Bank Earnings Mean for Tech, Retail Investors Return to Meme Stocks & Apple CEO Tim Cook Takes 40% Pay Cut 1/13/23
January 13, 2023 17:06 - 43 minutes - 39.9 MBOur anchors begin today’s show with CNBC’s Bob Pisani breaking down the first wave of Q4 bank earnings, and CNBC’s Steve Liesman delivers new data on Federal Reserve remittances. Then, New York Magazine Editor-At-Large and “Pivot” podcast host Kara Swisher joins with her thoughts on a trio of CEOs: Disney’s Bob Iger, Microsoft’s Satya Nadella, and Tesla’s Elon Musk. Next, former Uber Chief Business Officer Emil Michael discusses stock-based compensation across gig economy companies, and CNBC’...
Nelson Peltz Launches Proxy Fight with Disney, December CPI Data Shows Inflation Easing & Box CEO Aaron Levie on Software Outlook 1/12/23
January 12, 2023 17:11 - 43 minutes - 39.9 MBOur anchors begin today’s show with New York Times columnist Jim Stewart discussing billionaire investor Nelson Peltz’s activist firm launching a proxy fight against Disney. Then, OptionsPlay Chief Strategist Tony Zhang analyzes the impact of this morning’s CPI data on mega-cap tech, and CNBC’s Melissa Repko reports on Walmart’s new partnership with Salesforce. Next, CNBC’s Kristina Partsinevelos covers chipmaker TSMC’s latest results, and CNBC’s Frank Holland looks at e-commerce surging to s...
Barclays Cuts Estimates on Apple, Digital Advertising Trends to Watch in 2023 & Gauging a Potential Tech Stock Recovery 1/11/23
January 11, 2023 17:05 - 43 minutes - 40.1 MBOur anchors begin today’s show with CNBC’s Dom Chu covering emerging themes in the Dow to start 2023, and Grasso Global CEO Steve Grasso joins with his take on Salesforce, Intel and Disney. Then, Barclays analyst Tim Long joins after cutting his estimates and price target on Apple, and Cowen Managing Director John Blackledge shares his outlook for digital advertising in the year ahead. Next, our Julia Boorstin announces that nominations have opened for CNBC’s annual Disruptor 50 list, and Lux...
TechCheck+ Pay Equity with 'Girls Who Code' founder Reshma Saujani
January 10, 2023 19:39 - 18 minutes - 16.6 MBCNBC's Julia Boorstin and Brandon Gomez chat with 'Girls Who Code' and 'Marshall Plan for Moms' founder Reshma Saujani on the heels of JUST Capital's newly released 2023 list of 100 “most just” companies. Among the key issues identified in the U.S. across industries, paying a fair living wage remains the top-most prioritized issue for Americans for the third consecutive year. The trio will also discuss tech and other industry leaders who are addressing the wage gap through data transparency a...
Medtronic CEO Geoffrey Martha on Biotech Developments, Coinbase Announces Layoffs & Novartis CEO Vasant Narasimhan Shares Health Care Outlook 1/10/23
January 10, 2023 17:04 - 43 minutes - 40 MBOur anchors begin today’s show breaking down the recent revaluation across tech stocks with CNBC’s Dom Chu and NYU Stern School of Business Professor Aswath Damodaran. Then, Medtronic CEO Geoffrey Martha discusses biotech advancements in 2023, and our Julia Boorstin explores potential catalysts for the media sector. Next, we cover crypto exchange Coinbase cutting 20% of its workforce with CNBC’s Kate Rooney and MoffettNathanson Partner Lisa Ellis. Later, Novartis CEO Vasant Narasimhan offers ...
China Tech Rallies to Start 2023, What’s to Expect from IPOs This Year & WWE Explores a Sale 1/9/23
January 09, 2023 17:06 - 43 minutes - 39.8 MBOur anchors begin today’s show with Annandale Capital Founder and Chairman George Seay discussing his outlook for Apple, Uber and crypto. Then, CNBC’s Steve Liesman shares data from the New York Fed showing a decline in inflation expectations, and UBS Global Wealth Management Equity Strategist David Lefkowitz shares his outlook on whether to invest in tech. Next, KraneShares CIO Brendan Ahern discusses China tech stocks rallying to start the year, and MKM Partners analyst Rohit Kulkarni share...
TechCheck+ Magic Leap CEO Peggy Johnson from CES on the AR revolution 1/6/23
January 06, 2023 18:39 - 13 minutes - 12.4 MBCNBC’s Julia Boorstin talks to Magic Leap CEO Peggy Johnson from the floor of the world's largest innovation event, the Consumer Electronic Show 2023 in Las Vegas, where the high-tech AR headset developer has a presence for the first time. Johnson discusses the announcement around certification of its flagship device, Magic Leap 2, now cleared for use in the operating room and clinical settings. They also chat about competition in the augmented reality space, drumming up wider mainstream inte...
Nasdaq CEO Adena Friedman on 2023 Outlook, Amazon Unveils New Products at CES & The Trade Desk CEO Jeff Green on Digital Ad Landscape 1/6/23
January 06, 2023 17:07 - 43 minutes - 39.8 MBOur anchors begin today’s show with Trivariate Research Founder Adam Parker sharing his outlook for software and semis, and Nasdaq CEO Adena Friedman offers her thoughts on what to expect in the year ahead. Then, Needham analyst Bernie McTernan joins after naming Uber his top large-cap internet pick for 2023, and Amazon SVP of Devices & Services discusses the company’s latest slate of automotive tech gear. Next, The Trade Desk CEO Jeff Green weighs in on the broader environment for digital ad...
TechCheck+ Roku CEO Anthony Wood live from CES
January 05, 2023 20:12 - 4 minutes - 4.2 MBIn a CNBC exclusive, Julia Boorstin speaks with Roku CEO Anthony Wood live from CES in Las Vegas about the launch of its own TV line, the impact from ad market headwinds, and outlook on consumer demands.
A Trio of CEOs Join from CES: AMD’s Lisa Su, CrowdStrike’s George Kurtz & Qualcomm’s Cristiano Amon 01/05/23
January 05, 2023 17:11 - 44 minutes - 40.7 MBOur anchors begin today with CNBC’s Steve Liesman discussing tech layoffs and cost cuts to start 2023. Then, our Julia Boorstin kicks off the show’s coverage from the Consumer Electronics Show in Las Vegas discussing on recession concerns at the conference, and AMD CEO Dr. Lisa Su joins with her outlook for the chip space. Next, CNBC’s Kristina Partsinevelos breaks down reports that Dell could be trying to phase out all semiconductors made in China by next year, and we take a deep dive into t...
Breaking Down Meta’s Resurgence, Stellantis Raises Investment in Electric Aircraft & Shopify Pushes into Digital Advertising 1/4/23
January 04, 2023 17:05 - 43 minutes - 39.6 MBOur anchors begin today’s show with New Age Wealth Advisors Co-Founder Todd Gordon discussing Meta’s resurgence over the past few months. Then, CNBC’s Phil LeBeau sits down with automaker Stellantis CEO Carlos Tavares and Archer Aviation CEO Adam Goldstein for a conversation on the electric aircraft industry. Next, CNBC’s Steve Kovach takes a deep dive into share buybacks at Apple, and Bespoke Investment Group Co-Founder Paul Hickey offers his top ideas for the year ahead. Later, Big Technolo...
Tesla Misses Year-End Delivery Estimates, Software Stocks to Watch in 2023 & Higher Lithium Prices Raise Cost of EVs 01/03/23
January 03, 2023 17:11 - 44 minutes - 40.6 MBOur anchors begin today’s show with CNBC’s Phil LeBeau and New Street Research analyst Pierre Ferragu discussing Tesla missing estimates for year-end deliveries. Then, we dive into what to expect from tech stocks in 2023 with CNBC’s Mike Santoli and BMO Wealth Management Chief Investment Strategist Yung-Yu Ma, and our Julia Boorstin reports on potential social media regulations in the year ahead. Next, Morgan Stanley analyst Keith Weiss joins with his outlook for software, and CNBC’s Pippa St...
The Case for Tech in 2023 & Hardware Predictions for Next Year 12/30/22
December 30, 2022 17:07 - 43 minutes - 39.9 MBOur anchors begin today’s show with CNBC’s Bob Pisani explaining why the tech sector could stage a comeback in 2023, and Optimize Advisors CIO Mike Khouw shares his top picks for the year ahead. Later, Wall Street Journal Senior Personal Technology Columnist Joanna Stern offers some predictions for new hardware that could be released in the near future, and former federal prosecutor Renato Mariotti joins with his expectations for the trial of FTX Founder Sam Bankman-Fried.
The Bull Case for Netflix, What to Expect from the Metaverse in 2023 & Top Fintech Picks for Next Year 12/29/22
December 29, 2022 17:07 - 42 minutes - 39.4 MBOur anchors begin today’s show with Mark Asset Management CEO and Managing Partner Morris Mark explaining why Netflix and Disney are his top picks for 2023. Then, CNBC’s Steve Kovach covers what to expect from the metaverse next year, and Former Ford CEO Mark Fields discusses the broader market for electric vehicle sales. Next, we take a deep dive into the fintech space with CNBC’s Hugh Son and D.A. Davidson Managing Director Chris Brendler, and CNBC’s Yasmin Khorram reports on rising commerc...
Finding Value in China Tech, Looking Ahead to Apple’s 2023 & Motive CEO Shoaib Makani on Supply Chain Woes 12/28/22
December 28, 2022 17:07 - 43 minutes - 39.7 MBOur anchors begin today’s show with GFM Focus Investing Co-Founder Anand Batepati sharing his bull case for Chinese tech stocks. Then, CNBC’s Steve Kovach and Cowen Managing Director Krish Sankar offer their outlook for Apple in 2023, and CNBC’s Kristina Partsinevelos breaks down some of the top movers on the Nasdaq. Next, CNBC’s Bob Pisani joins for a conversation on the broader IPO market, and Citi analyst Ygal Arounian shares his top picks across digital advertising and e-commerce. Later, ...
Tesla Takes a Tumble, Big Tech vs. the Regulators & China Tech Stocks Bounce 12/27/22
December 27, 2022 17:11 - 43 minutes - 40 MBOur anchors start today’s show with a check on Tesla as shares continue to drop sharply. Then, New Street Advisors Group Founder Delano Saporu joins to discuss where he’s finding opportunity in today’s tech market. Next, we cover new Big Tech regulation on the horizon with CNBC Contributor and “Big Technology” Founder Alex Kantrowitz. Also, we break down the holiday demand picture, looking at e-commerce names like Amazon with Jefferies analyst Brent Thill and the impact on chip stocks with We...
An Ugly End of the Year for Tech, Naming Microsoft a Top Pick in the New Year & Zscaler CEO on the State of Cybersecurity 12/23/22
December 23, 2022 17:05 - 42 minutes - 39 MBOur anchors kick off today’s show with Matrix Asset Advisors CIO David Katz to discuss why he’s bullish on tech despite an ugly 2022 for the sector. We also speak to Oppenheimer Analyst Timothy Horan who named Microsoft a top pick heading into the new year. Then, CNBC’s Kate Rooney joins with the latest details on Sam Bankman-Fried and the FTX saga. Later, we hear from Zscaler CEO Jay Chaudhry on the state of the cybersecurity industry. Plus, CNBC’s Jennifer Elias joins with her scoop on Goog...