TechCheck

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Snap Projects Q2 Revenue Miss, Thoma Bravo Co-Founder Orlando Bravo on Consolidation & Comcast Comments on Electronic Arts Meeting 05/24/22 May 24, 2022

Show notes

Our anchors begin today’s show covering Snap CEO Evan Spiegel warning that the social media giant will miss its Q2 targets for revenue and adjusted earnings. Then, CNBC’s Mike Santoli joins for a closer look at select sectors within tech, and Verge Editor-in-Chief Nilay Patel circles back to the fallout from Snap’s announcement. Next, Thoma Bravo Co-Founder and Managing Partner Orlando Bravo weighs in on the overall state of M&A, and our Julia Boorstin covers comments from CNBC parent Comcast surrounding reports about the company’s meeting with video game maker Electronic Arts. Later, Platformer News Founder Casey Newton shares his perspective on Snap’s guidance, and CNBC’s Kristina Partsinevelos breaks down e-commerce and Chinese tech stocks dragging lower to start the morning. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Broadcom Reportedly Discusses Buying VMware, Palo Alto Networks CEO Nikesh Arora on Cybersecurity & FTX Pursues Acquisition Targets 5/23/22 May 23, 2022

Show notes

Our anchors begin today’s show breaking down reports that chipmaker Broadcom is in talks to purchase cloud computing firm VMware, with insight from GGV Capital Managing Partner Glenn Solomon and Calixto Global Investors Founder Eduardo Costa. Then, cybersecurity provider Palo Alto Networks Chairman and CEO Nikesh Arora joins for an interview on the global state of digital attacks from the World Economic Forum in Davos, Switzerland. Next, our Julia Boorstin covers video game maker Electronic Arts reportedly pursuing a buyer, and Bank of America analyst Wamsi Mohan shares his thoughts on potential M&A options for Apple. Later, CNBC’s Mike Santoli offers insight on how stocks are digesting consumer weakness, and CNBC’s Kate Rogers looks at crypto exchange FTX shopping around for an acquisition target, according to sources. 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 Tech Giants, Elon Musk Accused of Sexual Misconduct & Apple’s Reported Augmented and Virtual Reality Headset 5/20/22 May 20, 2022

Show notes

Our anchors begin today’s show looking for cheap opportunities in tech with CNBC’s Dom Chu, and Wedgewood Partners CIO David Rolfe offers insight on finding value in select sector giants. Then, Bernstein Senior Semiconductors Analyst Stacy Rasgon joins after chipmaker Applied Materials missed on the top and bottom lines in their latest results, and CNBC’s Frank Holland breaks down cybersecurity firm Palo Alto Networks’ earnings beating the Street’s expectations. Next, our Julia Boorstin reports on allegations of sexual misconduct against Tesla CEO Elon Musk, and CNBC’s Kristina Partsinevelos looks at stocks driving swings in the major indexes to start the morning. Later, Jacob Asset Management Chairman and CEO Ryan Jacob shares his outlook for growth names amid the current interest rate environment, and CNBC’s Steve Kovach covers Apple’s reported demonstration of a hybrid augmented and virtual reality headset that could formally be revealed in the months ahead. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

TechCheck+ Closing the Wage Gap in Tech 5/19/22 May 19, 2022

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TechCheck producer Brandon Gomez spoke with U.S. Women’s National Soccer Team star Megan Rapinoe and Trusaic CEO Robert Sheen to discuss how companies can work to close the wage gap in the tech industry. An equal pay champion, Rapinoe recently joined Trusaic - a software company specializing in Human Resources - as their Chief Equality Officer and strategic partner to address gender and racial wage inequality. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Venture Capitalist Tim Draper on Bitcoin, Acquisition Opportunities Amid the Current Environment & The Street Gets More Bullish on Meta 05/19/22 May 19, 2022

Show notes

Our anchors begin today’s show with CNBC’s Mike Santoli taking a longer-term look at the volatility in the Nasdaq, and Wells Fargo Chairman of Global Internet Investment Banking Bob Peck offers his insight on M&A and IPOs in the current environment. Then, Baird analyst David Koning joins with his thoughts on payments company Block, and venture capitalist and Draper Fisher Jurvetson Founding Partner Tim Draper shares his outlook for Bitcoin, the turmoil in the markets and more. Next, CNBC’s Steve Kovach breaks down the recent performance of several gaming stocks, and CNBC’s Frank Holland covers potential acquisition targets in the cloud and cybersecurity spaces. Later, RBC analyst Rishi Jaluria breaks down possible candidates for consolidation in software, and our Julia Boorstin reports on the Street becoming more bullish on Meta. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A Deep Dive into Big Tech: Taking a Closer Look at Alphabet, Amazon, Apple & Microsoft 5/18/22 May 18, 2022

Show notes

Our anchors begin today’s show with CNBC’s Mike Santoli breaking down the recent performance of Amazon, Apple, Microsoft and Alphabet, and Evercore ISI Head of Internet Research Mark Mahaney shares guidance on what to expect moving forward from those four names. Then, Lightspeed Venture Partners’ Alex Taussig offers his outlook for tech amid the volatility, and our Julia Boorstin covers valuations among fintech companies on CNBC’s Disruptor 50 list. Next, CNBC’s Steve Kovach and Bernstein Senior Research Analyst Toni Sacconaghi take a closer look at Apple, and CNBC’s Kate Rooney joins for a deep dive into payments company Block’s investor day. Later, CNBC’s Steve Kovach returns with insight into Microsoft, highlighting the company’s cloud growth, enterprise software 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.

Top Fund Managers Trade Tech’s Volatility, Recapping the 10th Annual CNBC Disruptor 50 & Flexport CEO Ryan Petersen on Supply Chain 5/17/22 May 17, 2022

Show notes

Our anchors begin today’s show with CNBC’s Leslie Picker looking at how some of the top fund managers have been trading the tech volatility of 2022. Then, Cambria Investment Management Founder and CIO Meb Faber weighs in on global tech plays, and CNBC’s Courtney Reagan breaks down Q1 earnings from Walmart and Home Depot. Next, our Julia Boorstin recaps the newly announced members of CNBC’s 10th annual Disruptor 50 list of private companies, and CNBC’s Leslie Picker returns with breaking news on developments in the Department of Justice’s fraud case against Allianz. CNBC’s Steve Kovach also covers video game publisher Take-Two Interactive’s latest results, and CNBC’s Mike Santoli analyzes investor sentiment as stocks rally higher to start the morning. Later, Flexport CEO Ryan Petersen joins after the freight forwarding firm was named the number one pick in the Disruptor 50, and CNBC’s Brian Schwartz shares new reporting on political campaign contributions from crypto executives. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nextdoor CEO Sarah Friar on Results, Breaking Down the State of Enterprise Spending & A Look Back at Past CNBC Disruptor 50 Companies 5/16/22 May 16, 2022

Show notes

Our anchors begin today’s show with CNBC’s Mike Santoli explaining similarities and differences between the current sell-off and the dotcom crash, and Satori Fund Founder Dan Niles offers his outlook following last week’s volatility. Then, neighborhood social networking platform Nextdoor CEO Sarah Friar joins after beating the Street in Q1 but posting a miss on guidance, and CNBC’s Dom Chu breaks down Nasdaq names still trading near their 52-week lows. GGV Capital Managing Partner Jeff Richards also shares his perspective on enterprise spending, and our Julia Boorstin covers some of the best and worst performing stocks to have been included in CNBC’s Disruptor 50 list. Later, CNBC’s Courtney Reagan looks at the state of consumers in the U.S. based on trends from retailers including Amazon and eBay. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Elon Musk Puts Twitter Deal on Temporary Hold, Breaking Down the Instability in Stablecoins & Alphabet’s Autonomous Driving Plans 5/13/22 May 13, 2022

Show notes

Our anchors begin today’s show with “Margins” Editor Ranjan Roy breaking down Elon Musk temporarily pausing his deal to buy Twitter as the platform calculates its total number of spam and fake accounts. Then, Castle Island Ventures Founding Partner Nic Carter offers his perspective on the volatility in crypto, and former Twitter board member Peter Chernin weighs in on the Musk saga and the broader media landscape. Next, CNBC’s Dom Chu covers some of the top movers in the Nasdaq as the index rallies to end the week, and our Deirdre Bosa shares part of her exclusive conversation with Alphabet CEO Sundar Pichai focused on the tech giant’s autonomous driving plans. Later, our Jon Fortt and CNBC’s Kate Rogers air highlights from their interview with restaurant software maker Toast CEO Chris Comparato, and CNBC’s Kristina Partsinevelos joins with insight on chip stocks following Intel’s annual shareholder meeting and Micron’s investor day. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

An Exclusive Conversation With Alphabet CEO Sundar Pichai: Discussing Free Speech, Digital Privacy, TikTok’s Rise and More - 5/12/22 May 12, 2022

Show notes

Our anchors begin today’s show breaking down the massive intraday swings in tech stocks, meme stocks and crypto with CNBC’s Mike Santoli. Then, we share highlights from our exclusive interview with Alphabet CEO Sundar Pichai, discussing the impact of inflation, free speech online, the digital privacy landscape and more. Next, our Julia Boorstin reports on Disney’s latest earnings, and CNBC’s Dom Chu analyzes the decline of Apple’s stock after losing its title as the world’s most valuable company. Later, CNBC’s Kate Rooney covers the continued volatility in cryptocurrency and stablecoins, and we circle back to our conversation with Alphabet’s Sundar Pichai to hear his thoughts on TikTok as a competitor to YouTube. 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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