TechCheck

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TechCheck+ Microsoft CEO Satya Nadella 2/7/23 Feb 07, 2023

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CNBC’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.

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Big Tech Doubles Down on AI, Arm CEO Rene Haas on Chip Sector & Predictions for the Future of Television 02/07/23 Feb 07, 2023

Show notes

Our 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 tech rally and what to expect from rate hikes in 2023. Later, our Jon Fortt shares highlights from his interviews with Navan CEO Ariel Cohen and Brex Co-CEO Henrique Dubugras on the return of post-pandemic corporate travel, and CNBC’s Alex Sherman shares predictions from several media executives for the future of television.

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Onsemi CEO Hassane El-Khoury on Earnings, BMO CEO Darryl White on Fintech & Bill CEO René Lacerte on Q4 Results 2/6/23 Feb 06, 2023

Show notes

Our 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 shares highlights from her interview with BMO CEO Darryl White. Later, Bill Founder and CEO René Lacerte joins on the payments firm’s earnings, and CNBC’s Steve Kovach looks ahead to gaming results from Take-Two Interactive and Activision Blizzard. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

TechCheck+ HBO's 'The Last of Us' Showrunner Craig Mazin 2/3/23 Feb 03, 2023

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CNBC’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 content to appeal to both an existing fan base of gamers and new audiences alike, and why Mazin says he never creates for virality. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Alphabet and Amazon Disappoint in Q4, Breaking Down Apple’s Earnings & Microchip Technology CEO Ganesh Moorthy on Results 2/3/23 Feb 03, 2023

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Our 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 the stronger-than-expected January jobs report from the Bureau of Labor Statistics. Later, we share highlights from the latest episode of our Carl Quintanilla’s “Binge” digital series with the co-creator of HBO’s “The Last of Us,” and Microchip Technology CEO Ganesh Moorthy joins on the company’s earnings beat. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Meta Surges on Q4 Results, TikTok Fights Back Against Regulatory Scrutiny & Hologic CEO Stephen MacMillan on Earnings 2/2/23 Feb 02, 2023

Show notes

We 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 after the medtech company beat the Street in Q4. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Snap’s Q4 Sends Shares Skidding, Juniper Networks CEO Rami Rahim on Earnings & Match Group CFO Gary Swidler on Results 2/1/23 Feb 01, 2023

Show notes

We 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 ChatGPT-like products, and we take a deep dive into Match Group’s latest earnings with CFO Gary Swidler. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Spotify CFO Paul Vogel on Earnings, U.S. Weighs More China Export Restrictions & The Bear Case for Paramount 01/31/23 Jan 31, 2023

Show notes

Our 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 Manuelian joins with his top semiconductor picks. CNBC’s Phil LeBeau also looks at General Motors announcing an investment in a lithium company as the EV price war ramps up. Later, Mighty Capital Founding Managing Partner SC Moatti shares her bull case for Meta, and CNBC’s Eamon Javers covers former Google CEO Eric Schmidt’s appointment to a new federal biotech commission. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

SoFi CEO Anthony Noto on Q4 Results, Tesla Surges to Start 2023 & Playing the Digital Ad Space 1/30/23 Jan 30, 2023

Show notes

Our 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 Steve Sosnick breaks down the outperformance of Tesla over the past month. Later, Big Technology newsletter author Alex Kantrowitz and our Julia Boorstin take a deep dive into the Street’s expectations for digital advertising with earnings from Meta, Alphabet and Snap on the horizon. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Intel CEO Pat Gelsinger on Q4 Earnings Miss, Salesforce to Add New Board Members & Previewing Meta’s Results 1/27/23 Jan 27, 2023

Show notes

Our 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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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