TechCheck

Latest Episodes:

TechCheck+ Roku CEO Anthony Wood live from CES Jan 05, 2023

Show notes

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

A Trio of CEOs Join from CES: AMD’s Lisa Su, CrowdStrike’s George Kurtz & Qualcomm’s Cristiano Amon 01/05/23 Jan 05, 2023

Show notes

Our 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 the broader cybersecurity landscape with CrowdStrike CEO George Kurtz and CISA Director Jen Easterly. Later, Qualcomm CEO Cristiano Amon shares his thoughts on innovation in chips. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Breaking Down Meta’s Resurgence, Stellantis Raises Investment in Electric Aircraft & Shopify Pushes into Digital Advertising 1/4/23 Jan 04, 2023

Show notes

Our 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 Technology newsletter author Alex Kantrowitz discusses Shopify’s push into online advertising, and Ritholtz Wealth Management Managing Partner Michael Batnick joins after predicting Jeff Bezos could return as Amazon CEO in 2023. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tesla Misses Year-End Delivery Estimates, Software Stocks to Watch in 2023 & Higher Lithium Prices Raise Cost of EVs 01/03/23 Jan 03, 2023

Show notes

Our 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 Stevens breaks down surging prices in Lithium used for the production of electric vehicles. Later, CNBC’s Kate Rooney shares the latest in the trial of FTX Founder Sam Bankman-Fried, and CNBC’s Seema Mody covers manufacturer John Deere’s investments in robotics, drones and artificial intelligence. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Case for Tech in 2023 & Hardware Predictions for Next Year 12/30/22 Dec 30, 2022

Show notes

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

The Bull Case for Netflix, What to Expect from the Metaverse in 2023 & Top Fintech Picks for Next Year 12/29/22 Dec 29, 2022

Show notes

Our 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 commercial real estate vacancies in San Francisco. Later, CNBC’s Frank Holland covers growing trends across the cybersecurity sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Finding Value in China Tech, Looking Ahead to Apple’s 2023 & Motive CEO Shoaib Makani on Supply Chain Woes 12/28/22 Dec 28, 2022

Show notes

Our 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, trucking fleet management company Motive CEO Shoaib Makani discusses potential supply chain roadblocks for the year ahead. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tesla Takes a Tumble, Big Tech vs. the Regulators & China Tech Stocks Bounce 12/27/22 Dec 27, 2022

Show notes

Our 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 Wedbush analyst Matt Bryson. Plus, CNBC’s Seema Mody joins to discuss why Chinese tech stocks are moving higher to start the morning. Later, we speak about Peloton’s demand issues and new discounts on refurbished bikes. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Dec 23, 2022

Show notes

Our 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 Google’s new performance review system. Also, Baird Analyst Colin Sebastian joins to break down why he cut estimates across the internet sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

uTube Clinches Rights to NFL Sunday Ticket, FTX Founder Sam Bankman-Fried Extradited to U.S. & Finding Opportunities in Fintech 12/22/22 Dec 22, 2022

Show notes

Our anchors begin today’s show with Evercore ISI Head of Internet Research Mark Mahaney explaining his decision to cut price targets on Amazon and Alphabet, and CNBC’s Steve Kovach reports on YouTube clinching a media rights deal for NFL Sunday Ticket. Then, CNBC’s MacKenzie Sigalos shares the latest on Sam Bankman-Fried after FTX’s founder was extradited back to the U.S., and General Catalyst CEO Hemant Taneja shares his outlook for investing in AI and fintech. Next, we circle back to Sam Bankman-Fried with Guidehouse Partner Alma Angotti, who served as special counsel for both the SEC and FINRA. Later, CNBC’s Dom Chu covers the impact of the strengthening dollar on global tech stocks, and Wall Street Journal Senior Personal Technology Columnist Joanna Stern looks at all the tech hardware that was discontinued in 2022. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected

Our TOPPODCAST Picks

Follow Us

Stay Connected

TechCheck

Related Podcasts

1

2

3

4

5

6