TechCheck

Cloud Strength Justifies AI Spend 11/1/24 Nov 01, 2024

AI is the next catalyst for growth for the hyperscalers Amazon, Microsoft and Google – but whether it can offset spending is still unsettled. Alphabet’s quarter shows GCP is gaining on the other two, growing at a blowout 35% and changing the cloud landscape.

Apple’s AI Differentiation, Plus OpenAI Takes on Google Search 10/31/24 Oct 31, 2024

The market still hasn’t seen any examples of huge success in AI monetization for consumer-facing products, but Apple is differentiated in that its AI is free with a new Iphone or recent product. We dive into whether or not that will work out. Plus, OpenAI is rolling out a search function for ChatGPT, able to provide realtime access to things like sports, weather, and stock data, in a major challenge to Google and startup Perplexity.

TechCheck+ How OpenAI CEO Sam Altman's lobbying power tamed Washington 10/31/24 Oct 31, 2024

Come Election Day, the future of big tech won’t be decided by either presidential candidate. Instead, OpenAI co-founder and CEO Sam Altman has emerged as one of the most powerful people shaping AI policy. He’s put on a masterclass in wooing Washington, learning from Mark Zuckerberg and social media’s missteps on the Hill. And he’s turned OpenAI into a lobbying powerhouse, bringing on staff with deep ties to DC like its head of Global Affairs Chris Lehane. But just like when social media was in its early stages, lawmakers don’t have a handle on AI yet as the stakes only grow larger. Can we trust the people behind the curtain?

AI Helps Google’s Efficiency Push 10/30/24 Oct 30, 2024

Shares of Alphabet jumped after reporting a big Q3 beat, reporting strong growth in cloud, search and YouTube. But one number you might not have seen yet: over 25% of all new code at Google is generated by AI. We dive into what that could mean for big tech earnings ahead and their push to be more efficient.

Alphabet and AMD Q3 On Deck 10/29/24 Oct 29, 2024

A big check on AI demand and spending is coming after the bell when Alphabet and AMD both report third-quarter results. Investors are looking to AMD’s print to see how it’s faring in its uphill climb to compete against Nvidia. Alphabet’s capex spending could also be a bellwether for how the rest of big tech earnings will shape up

X-Energy CEO on Amazon Investment, Plus Bret Taylor on Sierra’s New Funding Round 10/28/24 Oct 28, 2024

As power-hungry tech companies work to fuel AI data centers, the race for nuclear energy is on. Amazon led a $500 million investment into X-Energy, which develops small modular reactors. We spoke with CEO Clay Sell on what’s behind the nuclear craze. Plus, AI startup Sierra just raised a new $175 million in capital, quadrupling its valuation from January to $4.5 billion. We sit down with co-founder Bret Taylor on the age of the AI agents.

Waymo Closes $5.6B Funding Round 10/25/24 Oct 25, 2024

Alphabet -owned Waymo just announcing a new $5.6B funding round led by its parent company with participation from investors including Fidelity, a16z, Silver Lake and Tiger Global. The robotaxi service has seen daily rides grow ten-fold in the past year, to more than 100,000 weekly paid trips.

TechCheck+ OpenAi’s Head of Global Policy Chris Lehane 10/24/24 Oct 24, 2024

As AI becomes more mainstream, the debate on how to regulate it is starting to take center stage. Recently OpenAI hired Chris Lehane as its head of global affairs with the goal of having a say in how these policies and regulations are formed. He sat down with Deirdre Bosa for a wide ranging interview about the company’s goals and why we need to think big and act fast.

Apple’s AI Hurdles in China 10/23/24 Oct 23, 2024

Apple CEO Tim Cook is in China for the second time this year, meeting with officials and pledging increased investment as the iPhone-maker faces growing competition and pressure in the world’s largest smartphone market. Local rival Huawei front ran the latest iPhone announcement and is again ahead of the release of Apple Intelligence by releasing upgrades to its Harmony OS system.

Anthropic Pulls Ahead in AI Agent Race 10/22/24 Oct 22, 2024

Would you give AI permission to take over your computer? The startup Anthropic hopes so, unveiling a new "Computer Use" tool that would let its Claude chatbot analyze your computer screen and even act on your behalf, getting control over the cursor, keyboard, browser, calendar and more. It’s the latest move in an escalating battle between megacaps and startups over AI-powered agents, which can help automate tasks.

Google’s Reorganization Puts AI In Front 10/18/24 Oct 18, 2024

Google shares fell on news of an AI reorganization, announcing it’s moving the Gemini Apps team under DeepMind and shifting a search and ads executive to a Chief Technologist role. But investors might be missing the bigger picture – instead of viewing it as an example that Google is increasingly willing to sacrifice some of its search advantages for an edge in AI.

Uber Explores Expedia Takeover Bid, Plus Google Exec on Viral AI Podcast Tool 10/17/24 Oct 17, 2024

Shares of Uber and Expedia were on the move today’s session after reports that Uber had explored a takeover bid for Expedia. Plus, Google’s realistic AI-generated podcast tool as gone viral, and the company is now unveiling new features to make the product even more customizable. Google Labs Vice president Josh Woodward joined us for a closer look at the technology.

Amazon Lands Databricks Chips Deal 10/15/24 Oct 15, 2024

The mad dash to develop and deploy AI chips is intensifying, with Amazon now inking a new deal with the startup Databricks in which it’ll use Amazon’s custom chips to train its AI model.

California Rejects More SpaceX Launches, Plus Nextdoor’s Hurricane Response 10/14/24 Oct 14, 2024

A big step this weekend for SpaceX's bid to develop reusable rockets, successfully catching a descending rocket booster on the launch pad with mechanical "chopstick" arms. But officials in California are putting up some hurdles to even more expansion for the startup. Plus, as Florida residents recover from Hurricane Milton, one platform they’re turning to for news and updates is Nextdoor. The social media network says activity has shot up 50% in affected areas. We speak to CEO Nirav Tolia on the platform’s emergency response usage.

Waymo Pulls Ahead in Robotaxi Race 10/11/24 Oct 11, 2024

After Tesla’s Robotaxi day, the focus has been on Uber with shares up 8%. But the biggest winner is with the widest lead is actually Alphabet’s Waymo, already delivering 100k+ driverless rides a week. We spoke to riders in San Francisco and skeptics in New York City on their robotaxi hopes and fears.

OpenAI Report Outlines Dangers of AI-Generated Misinformation 10/10/24 Oct 10, 2024

A new report from OpenAI on cyber operations and dangerous actors' use of AI could be a signal that companies are feeling the pressure to take AI-generated misinformation seriously. The 54-page report analyzes more than 20 covert influence operations that used its models to launch deceptive campaigns on social media and other platforms.

Google’s Regulatory Overhangs, Plus Hindenburg Shorts Roblox 10/8/24 Oct 08, 2024

Google’s regulatory headaches continue. A judge, yesterday, ordered the Alphabet-subsidiary to open up its Google Play app store as part of the Epic Games antitrust suit, and today it could face potential remedies in the DOJ's search monopoly trial. Plus, shares of the video game platform Roblox are falling today after the short-seller Hindenburg Research announced a short position, claiming that Roblox is lying about the number of people on the platform and failing to protect underage users against predators.

Presidential Election Divides Silicon Valley 10/7/24 Oct 07, 2024

The presidential election is continuing to sow divisions in Silicon Valley. Two giants of the tech industry are now coming out on opposite sides, after Ben Horowitz, co-founder of the VC firm Andreessen Horowitz back-pedaled on his support for Trump while Elon Musk hits the campaign trail.

TechCheck+ Scale AI CEO Alexandr Wang 10/4/24 Oct 04, 2024

Google’s Viral Podcast Tool 10/3/24 Oct 03, 2024

Google recently released a new AI-generated podcast-making tool called NotebookLM – and it’s gone viral on X and in the tech world. We tested it out using CNBC and Wall Street’s favorite study tool: an analyst note. Powered by Google’s most advanced AI model, Gemini 1.5 Pro, could this be the next killer app for generative AI?

Nvidia Looks to Expand AI Adoption with Accenture Deal 10/2/24 Oct 02, 2024

Nvidia and Accenture announced a partnership today, aiming to set the blueprint for how to begin integrating AI into the workplace and drive productivity gains. But it's not the first time Nvidia has signed a deal like this - and investors are still looking for those gains.

AI Safety Regulation Bill Blocked 9/30/24 Sep 30, 2024

A controversial AI safety bill died on California governor Gavin Newsom’s desk over the weekend -- a sweeping bill would have been one of the first moves toward real oversight of the nation’s dynamic new technology. But is it already too late for regulation to catch up?

Microsoft’s New Antitrust Chapter 9/25/24 Sep 25, 2024

Google has filed a complaint in the EU against its rival Microsoft, accusing it of unfairly locking clients into using its cloud product. But the suit could be just the latest in recently renewed scrutiny against Microsoft after enjoying a more under-the-radar status relative to its big tech counterparts for the last two decades.

New Threats to Google’s Ad Dominance, Plus Sam Altman’s Growing Empire 9/23/24 Sep 23, 2024

In a new threat to Google’s ad dominance, AI search startup Perplexity is in talks with major brands on a new advertising model for sponsored questions. We spoke with the CEO of AI search optimization startup Profound on why it represents a new pillar in marketing: AI visibility. Plus, Sam Altman could be on his way to becoming the biggest power player in Silicon Valley, with new reporting giving a glimpse into the web of tech titans he’s now tied to.

Temu’s Growth Slowdown 9/20/24 Sep 20, 2024

Shares of Facebook parent company Meta are still hitting fresh all-time highs today. But one potential headwind could be a slowdown in growth at one of its biggest customers, Temu. The Chinese e-commerce app has seen new customer activations stall, according to new data, which could also put Alphabet under pressure.

23andMe’s Downward Spiral 9/19/24 Sep 19, 2024

23andMe could get delisted from the Nasdaq after all 7 members of its board resigned this week. CEO Anne Wojcicki is a big name in Silicon Valley but has struggled to find a sustainable business model and shares are 99% off its peak valuation post-SPAC merger. Wojcicki is now hoping to pivot and take the company private by buying back all outstanding shares in what could be seen as a “founders mode” leadership move.

White House Meets with Top AI Leaders on Energy Demand 9/12/24 Sep 12, 2024

The AI boom is putting a big strain on America’s energy grid, as big tech companies scramble for more energy capacity by buying up nuclear-powered data centers or investing in renewable energy sources. White House officials convened the leaders of top AI companies to discuss how to move forward, including Nvidia’s CEO Jensen Huang who spoke exclusively to CNBC on the opportunity ahead for public and private collaboration.

Waymo’s Robotaxi Race 9/11/24 Sep 11, 2024

The race to perfect the robotaxi is on. Tesla is prepping for its October 10 self-driving event as Waymo raises industry standards with a brand new safety dashboard, making the case that its vehicles are actually safety than human drivers.

Glean Funding Round, Plus Oracle’s AI Boom 9/10/24 Sep 10, 2024

Funding for AI startups is still white hot. The search startup Glean just announced a new funding round that would double its valuation in just six months, raising $260 million at a $4.6 billion valuation. Plus, shares of Oracle are hitting all-time highs today after posting an earnings beat along with a slew of data center announcements and cloud computing partnerships. Keeping the edge though, could prove difficult for its chaiman Larry Ellison.

Apple’s Growing China Competition, Plus Google’s New Ad Tech Battle 9/9/24 Sep 09, 2024

Apple’s biggest competition in China, Huawei, is trying to upstage the company with a smartphone event showdown. Its triple-folding phone is unveiling tonight, just a few hours after Apple’s iPhone reveal, and has already racked up more than 3 million pre-orders. Plus, the trial for the Department of Justice’s new case against Google around its advertising technology kicked off today, with potentially big implications for how users browse the internet.

Tesla’s AI Promises, Plus Apple’s High-Stakes Event 9/6/24 Sep 06, 2024

Shares of Tesla are sinking today, giving back its gains for the week but still outperforming the rest of the megacaps as investors bank on its proposition around full self-driving launches and AI. Plus, Apple is gearing up for its highly-anticipated “Glowtime” event on Monday, where it’s expected to unveil the iPhone 16 with AI features. But will it be enough to help the tech giant stake its place in the AI race?

AI Startup’s $1 Billion Seed Round 9/5/24 Sep 05, 2024

Valuations for AI startups are continuing to skyrocket. This time, OpenAI co-founder Ilya Sutskever raising a whopping $1 billion as a seed round for his AI startup Safe Superintelligence Inc, with just around 10 employees and nowhere close to having a product. It's the epitome of a growing trend of a breakneck gen AI race for top talent.

Google’s Big Antitrust Week, Plus VC Take on IPO Pipeline 9/4/24 Sep 04, 2024

Antitrust pressure against Google is ramping up this week, with a joint filing today from Google and the DOJ outlining their timeline for remedies from the Search case, followed quickly by the beginning of an ad tech trial. Plus, the post Labor Day-period is typically a busy one for IPOs, but not the case this year. We discuss the outlook for IPOs, market trends, and big tech’s antitrust concerns with Notable Capital Managing Partner Jeff Richards.

TechCheck+ Big Tech’s AI Talent Raid 8/30/24 Aug 30, 2024

Megacaps including Microsoft, Google and Amazon have been getting creative with how they’re poaching talent from top AI startups. Google with Character.ai, Microsoft with Inflection and Amazon’s faux-acquisition of Adept. They hire away prominent founders and talent and cut a deal to license technology… without actually buying the startups. It’s a playbook that skirts the regulatory crackdown on big tech dominance, provides an exit for AI startups struggling to make money and allows megacaps to pick up the expertise needed in the AI arms race. But while big tech might think they’re outsmarting antitrust enforcers, they could be playing with fire.

Klarna to Halve Workforce with AI, Plus Box CEO Post-Earnings 8/28/24 Aug 28, 2024

Salesforce earnings tonight a major test of AI's impact on the software winter, especially after the CEO of Buy Now Pay Later giant Klarna said he aims to use AI to cut his workforce in half, and that he's shutting down a lot of SaaS providers, including Salesforce and Workday. Plus, Box shares are jumping after beating on the top and bottom lines and hiking their revenue outlook. We speak to CEO Aaron Levie on its partnership with Nvidia, AI strategy around utilizing data, the debate around regulating AI development and more.

Tech Divided Over AI Regulation 8/27/24 Aug 27, 2024

Elon Musk has now come out in support of a California bill to regulate AI safety, in stark contrast to big names including Google, Meta, OpenaAI and Andreessen Horowitz, which are all opposed. It represents a larger divide within big tech, which is split on whether AI should be regulated and who should be the ones doing it.

Telegram CEO Arrest Sparks Free Speech Debate 8/26/24 Aug 26, 2024

Telegram CEO Arrest Sparks Free Speech Debate

Description: The founder of the Dubai-based app Telegram was arrested in France this weekend as part of an investigation into criminal activity on the encrypted messaging platform. It has broader implications for U.S. social apps as they gear up for an unprecedented election, the first with easily-accessible AI-generated content, and it's sparked a debate in tech circles over free speech.

Chinese E-commerce Headwinds, Plus AI’s Copyright Crisis 8/21/24 Aug 21, 2024

There were more headwinds today for China’s already-slumping consumer and e-commerce demand, after Walmart announced it was completely offloading its stake in JD.com and bargain retail giant Shein hit Temu with a lawsuit. Plus, the AI startup darling Anthropic is now facing a new class-action lawsuit, accusing it of copyright infringement and stealing the work of hundreds of thousands of books.

Elon Musk’s Twitter Deal Weighs on Bank Lenders, Plus Shein Sues Temu 8/20/24 Aug 20, 2024

Some of the world’s biggest banks loaned Elon Musk $13 billion to secure the social platform Twitter, now X. But according to new data from Pitchbook, the Twitter takeover now represents the worst buyout for banks since the Great Financial Crisis, as the platform struggles to retain advertisers and has been marked down by more than 70% from one of the acquisition financers, Fidelity.

Google’s IPO 20 Years Later 8/19/24 Aug 19, 2024

20 years ago today, Google debuted on the Nasdaq with a $23 billion market cap as a mere search engine company. Today, it’s now ballooned to a $2 trillion megcap with its hands in cloud, chips, AI and more. It also used an unconventional listing method: a Dutch auction, which let employees and retail investors participate more in the IPO. We spoke to Michael Grimes, the investment banker known as the Silicon Valley IPO whisperer and led the listing, on the anniversary.

TechCheck+ Big Tech: Too Big to Split 8/16/24 Aug 16, 2024

After losing a landmark antitrust case over its dominance in the search market, Google is now facing the real threat of a court-mandated breakup of the search giant. But on the heels of a flashy ‘Made by Google’ event showcasing new phones and AI features, Google is now more deeply integrated than ever – an ecosystem within search, cloud, streaming, hardware… and generative artificial intelligence is the thread tying it tightly together. It all means a potential breakup would be nearly impossible technically – and could hold true for other megacaps including Apple, Amazon and Meta, all of which are facing their own antitrust suits. This week on TechCheck, is big tech too big to split?

Waymo’s Speed Bumps 8/15/24 Aug 15, 2024

Waymo’s self-driving cars are all over San Francisco roads. But at night, they park themselves and recently have been honking and keeping one neighborhood’s residents up at night. Waymo tells us they’ve fixed the issue through a software update, but the rollout over the last few years has been bumpy, with safety concerns and backlash.

Google’s Tries to Meet the AI Moment 8/13/24 Aug 13, 2024

Google’s hardware event, Made by Google, kicked off today where the megacap unveiled new AI-focused features including Gemini Live, a conversational voice chatbot that will be integrated into all its devices. As investors try to balance the growing concern of surging AI spending and little actual revenue and profits, the event is a key moment for Google to try to justify its AI investments.

Tech’s Outsized Role in the 2024 Election 8/12/24 Aug 12, 2024

As election campaigning heats up, tech has been playing an outsized role in the elections. For Vice President Harris, who has deep roots to San Francisco, tech donors are front and center, especially after she made a campaign stop in the Bay Area this weekend and raised more than $12 million. Meanwhile, the Trump campaign is dealing with a different sort of tech issue – disclosing that it was the victim of an email cyberattack by an Iranian group.

The Megacap Startup Diet 8/7/24 Aug 07, 2024

GenAI startup darlings are dropping like flies. Some of the most promising are increasingly being swallowed up by megacaps as they struggle to find viable business models and big tech firms look to skirt the regulatory scrutiny of outright acquisitions.

Big Tech’s $1 Trillion Wipeout 8/5/24 Aug 05, 2024

The extent of the tech sell-off today has been staggering, with billions of dollars wiped out from the Magnificent 7 alone in just the first two hours of trading, and trillions over the last week. Part of the reason is a fundamental story investors have been worried about – just when will the high costs of AI begin to pay off? Valuations have also re-rated since the Nasdaq hit all-time highs just a few weeks ago.

Intel Shares Freefall on Q2 Miss, Massive Cost-Cutting Plan 8/2/24 Aug 02, 2024

Shares of Intel are on pace for their worst day in 50 years after a tough second-quarter result. The chipmaker also announced a massive, $10 billion cost-savings program that will include thousands of layoffs and a half on dividend payments. CNBC’s Jon Fortt spoke to Intel CEO Pat Gelsinger on the turnaround plan, modest CPU demand and areas to be impacted by the layoffs.

Apple Earnings on Deck: What to Watch 8/1/24 Aug 01, 2024

Some key themes to watch ahead of Apple earnings include signs the iPhone sales slump is coming to an end, whether new AI features will drive an upgrade cycle, how the AI rollout in China will play out, and, of course, capex concerns that are looming over all of big tech.

JD Vance Visits Silicon Valley 7/29/24 Jul 29, 2024

In Palo Alto, the epicenter of tech and VC money, JD Vance is headlining a fundraiser tonight hosted by a cryptocurrency executive where tickets are going for as much as $50,000. It's another sign of Silicon Valley elites, which have traditionally backed the left, now opening their pocketbooks for the Trump-Vance ticket.

SearchGPT Takes on Google, Plus Tech Tumble Pressures Earnings 7/26/24 Jul 26, 2024

OpenAI just announced the prototype of a search engine called SearchGPT that now puts the pressure on Google, with what the startup says are more natural and intuitive results that include sources, similar to a product from Perplexity AI. The announcement alone yesterday was enough to send shares of Google down 3% after it had already been bruised by disappointing earnings results. That also doesn’t bode well for a slate of big tech earnings next week – where we’ll hear from Microsoft, Meta, Amazon and Apple.

Streaming’s Role in Sports Rights, Plus Capex Concerns Weigh on Semis 7/25/24 Jul 25, 2024

The NBA is announcing a $76 billion TV rights deal with ESPN, Amazon and NBC Sports, essentially a snub to NBA’s longtime partner Warner Bros Discovery. We break down how this deal will transform the future of sports streaming. Plus, chip stocks have been riding the AI wave this year. But with the recent sell-off, AI beneficiaries like Nvidia, Qualcomm and Micron are well off their respective highs.

Google’s Capex Problem, Plus Semis Drag On Market 7/24/24 Jul 24, 2024

One lesson from Alphabet earnings that we can expect from all megacaps this season: it's not cheap to be a hyperscaler in the age of AI. CEO Sundar Pichai told investors he'd rather spend too much than too little to meet Google's AI moment – but that still leaves uncertainty around how long it’ll take until these massive investments show a return. Plus, semiconductors stocks are contributing to today’s broader tech sell-off, with names like Nvidia, Broadcom and Taiwan Semi sinking.

Wiz Walks from Google Deal 7/23/24 Jul 23, 2024

The cloud security startup Wiz is now walking away from a monster $23B deal to be bought by Google, telling employees it'll opt instead to pursue an IPO. Anti-trust and investor concerns also reportedly played a factor, which could signal a win for Jonathan Kanter, Lina Khan and even JD Vance.

TechCheck+ AI’s trillion dollar time bomb 7/19/24 Jul 19, 2024

There’s a time bomb ticking in the AI space: spending is too high, and returns are too low. Megacaps like Meta, Google and Amazon have seen capex spending surge as they throw cash at building out the infrastructure to stay ahead of the AI game. Microsoft in particular has spent billions at a premium valuation, and shelled out $13 billion investing in OpenAI while Apple was reportedly able to secure a partnership with the startup darling for free just 18 months later. That could be a warning for the broader AI space, as experts sound the alarm on the widening gap between what companies are spending on AI, and what they’re getting back from it.

Sam Altman’s $27M “lemon” 7/18/24 Jul 18, 2024

Something that AI apparently can't do yet: inspect your home. OpenAI founder and CEO Sam Altman might've found that out the hard way, now suing the developer of a mansion that he paid $27 million for claiming shoddy workmanship, mold, raw sewage on the property and more.

Influential VCs Turn to Trump 7/17/24 Jul 17, 2024

The latest in Silicon Valley to come out for former President Trump are Marc Andreessen and Ben Horowitz, two of the most influential names in the startup ecosystem. They point to overregulation of tech and take issue with Biden’s proposal on taxing unrealized capital gains, and say they believe that a Trump administration would help innovation flourish.

JD Vance’s Silicon Valley Ties 7/16/24 Jul 16, 2024

Former President Trump’s newly announced running mate has longtime ties to Silicon Valley as a former venture capitalist -- but any optimism that another Trump administration would be friendlier to big tech deserves another look. His past statements show him aligning more with what insiders are increasingly calling “little tech.”

Exclusive with SailGP CEO Russell Coutts 7/12/24 Jul 12, 2024

A new, high-stakes sport is gaining traction here in the U.S. SailGP, co-founded by Oracle’s Larry Ellison, is the Formula 1 of sailing, featuring ten teams from around the world racing on the most iconic waterfronts in the world. Avenue Capital’s Marc Lasry also has taken an interest, leading the investing group that acquired the U.S. team for more than $35 million. We sit down exclusively with SailGP CEO and champion yachtsman Russell Coutts on the league’s growth, its high-profile investors, skyrocketing funding, and more.

Tesla Delays Robotaxi & Google Calls Off Deal with Hubspot 7/11/24 Jul 11, 2024

CNBC’s Deirdre Bosa shares details about Tesla’s delay of its robotaxi, the market impact to ride-share companies, and more. Plus, Google has reportedly backed away from acquiring marketing software firm, HubSpot.

OpenAI’s Undisclosed Hack, Plus Threads Turns One 7/5/24 Jul 05, 2024

CNBC confirms that OpenAI was hacked in April of last year, and never told law enforcement or the public. It raises of question how much genAI companies should be sharing about security incidents, and how transparent OpenAI is as its influence grows. Plus, the Meta-owned social media app Threads is celebrating its one year anniversary today, and has now hit 175 million monthly active users, according to CEO Mark Zuckerberg. But AI startups are increasingly putting traditional social apps on the backfoot as AI-generated content becomes king.

What a Second Trump Presidency Would Mean for Tech 7/1/24 Jul 01, 2024

Between last week’s debate and today’s Supreme Court ruling, Silicon Valley is thinking more than ever about what another Trump presidency would mean for the tech industry. A friendlier deal environment could benefit megacaps and the small to midcap software names. Gig economy names and American e-commerce would also get some relief from a lighter touch. On the flipside, the Trump short tech basket includes Temu-owner Pinduoduo and social media names.

TechCheck+ You don’t know Nvidia 6/28/24 Jun 28, 2024

The world has gone crazy for Nvidia -- or at least, Wall Street has. The stock has almost single-handedly lifted the entire market due to its monster valuation and latest, monster quarter. But the largest companies in the world are also typically the most well-known… and Nvidia is far from being a household name. And the last time a tech company without mass brand recognition became the most valuable in the world? That was Cisco in the late 90s. Is another bubble brewing? This week on TechCheck, the stock everyone owns and no one knows.

Softbank Backs Perplexity at $3B valuation 6/27/24 Jun 27, 2024

The Japanese tech investor Softbank is now backing Perplexity with a $10 million to $20 million fresh round of funding, valuing Perplexity AI at $3 billion and making it one of the most valuable startups in the space. It shouldn’t come as a surprise, since Masayoshi Son and his team have been saying for months now that they’re going on the AI offensive, but is another sign of the red hot funding environment for AI startups.

TechCheck+ Figma CEO Dylan Field 6/26/24 Jun 26, 2024

CNBC's Dierdre Bosa is at Figma's "Config" Conference in San Francisco with Figma CEO Dylan Field. Following a regulatory block of Adobe’s $20 billion acquisition of Figma last December, the San Francisco software design firm received a $1 billion breakup fee and is forging ahead with product launches and further software partnering with Google.

EU Regulators Take Aim at Big Tech 6/25/24 Jun 25, 2024

Another major antitrust charge is coming out of the European Union today, saying that Microsoft’s bundling of Teams with other software like Office 365 is an unfair distribution advantage. It comes a day after the EU hit Apple with the first charge under the new Digital Markets Act, accusing its App Store policies of violating competition rules. Investors don’t seem to be worried, but this new chapter in European regulation could lead to tens of billions of dollars in fines.

Apple’s AI Ecosystem: EU’s DMA Charge and Potential Meta Partnership 6/24/24 Jun 24, 2024

Apple is being hit with the first charge under the EU’s new Digital Markets Act, with regulators accusing the tech giant of preventing app store customers from being steered to customers alternative, cheaper options. It could have key implications for Apple’s AI strategy, as it reportedly holds talks with longtime rival Meta to form an unlikely alliance, potentially offering Meta’s large language model Llama to Apple Intelligence.

Softbank Back on the AI Offensive 6/21/24 Jun 21, 2024

As Nvidia turns lower today, Softbank's Masayoshi Son expressed regret over selling his shares too soon - a stake that would have been worth $160B today. He also doubled down on the narrative that he's now going on the AI offensive, with a new strategy built around the company’s crown jewel and largest holding, Arm.

Retail Investors Crowd into the Magnificent 7 6/20/24 Jun 20, 2024

Retail investors have been crowding into a few pockets of big tech, including the Mag 7, Nvidia, and riskier, turbo-charged Nvidia plays through long-leveraged semiconductor ETFs like NVDL and SOXL, according to new data from Vanda. So far, this narrow strategy has been working, with retail outperforming the S&P, but there is risk in being so indexed to big tech and the AI story, and could add to volatility in these names.

Social Media Warning Labels, Plus Deepfakes’ Impact on the Election 6/17/24 Jun 17, 2024

The U.S. Surgeon General is now calling for a warning label to be applied to social media apps, similar to those on alcohol and tobacco products. He says immediate action is needed to protect young people from the potential mental health harms of social media. But the demand would require congressional action, which historically has not acted to curb social media usage in the past. Plus, political deepfakes are now circulating online as election campaigns heat up. We discuss with former North Dakota senator Heidi Heitkamp and a professional of artificial intelligence.

TechCheck+ Apple's AI killer is... the iPhone 6/14/24 Jun 14, 2024

Apple has now leapfrogged leaders Microsoft and Google in the high-stakes AI race by promising the first killer use of AI - a true personal assistant, in the form of.... the iPhone. Even the stock, once a laggard, has jumped to historic highs, anchored by Apple's singular combination of hardware, software and data. But its biggest edge over AI devices like the Humane pin and Rabbit R1 is that it's already in billions of consumers' pockets. This week on TechCheck, Apple takes the AI lead.

Apple’s AI Deal Reshuffles Rankings 6/13/24 Jun 13, 2024

Shares of Apple are hitting fresh highs today after showcasing at WWDC that it is not only catching up to the other megacaps, but may actually have leapfrogged the leaders. Its edge is its 2.2 billion install base and its focus on making AI usable by integrating it with your personal information. A slew of bullish commentary from the Street is also helping sentiment, outlining how Apple’s AI features will drive hardware sales later this year.

Apple’s AI Edge 6/11/24 Jun 11, 2024

Shares of Apple are hitting fresh highs today after showcasing at WWDC that it is not only catching up to the other megacaps, but may actually have leapfrogged the leaders. Its edge is its 2.2 billion install base and its focus on making AI usable by integrating it with your personal information. A slew of bullish commentary from the Street is also helping sentiment, outlining how Apple’s AI features will drive hardware sales later this year.

The AI Debut and Backlash Cycle 6/10/24 Jun 10, 2024

Apple just debuting its generative AI system Apple Intelligence, integrated with chatGPT that can look across your apps to retrieve, compile and take action on information. But after some of the other tech giants’ flagship products faced backlash, such as Microsoft’s Recall and Google’s AI Overviews, should Apple proceed with caution?

TechCheck+ Tech for Trump: Silicon Valley investors turn against Biden 6/7/24 Jun 07, 2024

Silicon Valley investors held a mega fundraiser for former President Trump in the heart of San Francisco - what was once an overwhelmingly liberal bastion of America. It’s the most visible sign yet of a growing circle of tech elites switching camps -- and they’re vocal, emboldened and rich. This week on a special edition of TechCheck, we go to David Sacks’ mansion, as tech shifts to Trump.

Silicon Valley’s Political Shift 6/6/24 Jun 06, 2024

A mega-fundraiser for former president Trump is about to kick off in the heart of San Francisco, what was once a liberal bastion of America, and could raise more than $12 million. Hosted by the prominent venture capitalists David Sacks and Chamath Palihapitiya, the event is an example of a growing circle of tech elites now switching camps – turning against President Biden and warming to Trump.

Elliott Takes Aim at Softbank… Again 6/5/24 Jun 05, 2024

It worked the first time -- Elliott Management might be hoping the playbook works again. It's now rebuilding a more than $2 billion stake in Softbank and calling for a $15B buyback after pushing successfully for changes in early 2020. At the center of the push is that Softbank as a whole’s market value is far less than the sum of its parts: its 90% stake in Arm alone is worth more than $100 billion, far more than its market cap of around $85 billion.

Elon Musk, Sam Altman and the Cult of the Founder 6/4/24 Jun 04, 2024

Elon Musk and Sam Altman are both now facing scrutiny for balancing conflicts of interest with their side ventures. Musk has now seemed to confirm a report that he diverted Nvidia AI chips reserved for Tesla, prioritizing getting them to X and xAI instead, while Altman has a sprawling empire of investments, raising questions of side dealing. The two are also CEOs who best exemplify the Silicon Valley view of the cult of the founder, with some investors willing to look the other way when developing paradigm-shifting technology.

Spotify’s Year of Monetization 6/3/24 Jun 03, 2024

Spotify is hiking prices for the second time in a year, raising a premium individual plan to $11.99 a month. But not all streamflation is the equal. Users are more loyal to audio services than video – plus Spotify’s main competitors are megacaps like Apple and Amazon, which also have other giant businesses that its audio streaming only compliments.

Google Scales Back AI Search Tool 5/31/24 May 31, 2024

Google is doing damage control again, this time with its newest AI product. It’s scaling back an AI search tool it had unveiled just a few weeks ago, after users reported getting back questionable and even downright bizarre results. They included suggestions that it was good to eat rocks or to use glue to thicken pizza sauce. But the rollbacks might also signal a new, nimbler Google that's now willing to disrupt traditional Search and make mistakes.

Software’s AI Nuclear Winter 5/30/24 May 30, 2024

Salesforce's quarterly revenue miss and weak guidance has sent shares plunging today, as the threat of AI looms over the cloud. Could it be a trend we're seeing across software, or might Salesforce’s subscription-based model just be harder to justify in the coming age of AI, especially compared to consumption-based names that have posted stronger quarters? We talked exclusively to Box CEO Aaron Levie on the trends he’s seeing in software cycles.

OpenAI Board Member Speaks Out 5/29/24 May 29, 2024

New details were revealed today around the OpenAI saga that saw CEO Sam Altman ousted and reinstated within a week last fall. A former board member is now speaking out, pointing to a toxic atmosphere, psychological abuse, sketchy safety practices and more. That, along with a flurry of new deals that ChatGPT inked today aligns with the AI darling’s drive for commercialization and monetization, signaling the growing divide between OpenAI and other startups in the space like Anthropic.

Elon Musk’s Web of Loyalists Back xAI 5/28/24 May 28, 2024

Elon Musk's startup xAI is now valued at $24 billion after raising $6 billion in a fresh round of funding. The new raise is backed by a web of Musk's most loyal insiders – including venture capitalists like Andreessen Horowitz and Sequoia, who also invested in his acquisition of X, but also includes institutional support from Fidelity and some new faces.

Pricing the AI Race & Battle of the Home Smart Speakers 5/22/24 May 22, 2024

CNBC’s Dierdre Bosa discusses the AI profit motives behind companies investing all into AI and the latest news on Amazon, home smart speakers, and more.

AI Competition Heating Up 5/21/24 May 21, 2024

CNBC’s Deirdre Bosa discusses the latest news on monetizations towards AI features and China’s AI competition. Plus, Brent Thill, software and internet research analyst at Jeffries, shares his reaction to Microsoft’s developer conference, the company’s approach to AI, and more.

Microsoft & Departures from OpenAI 5/20/24 May 20, 2024

CNBC’s Deirdre Bosa breaks down the latest news on executive departures from OpenAI, big tech, AI plans, and more.

Gen AI Startups Get Corporate 5/17/24 May 17, 2024

Gen AI startups are growing up -- through both the underlying tech as we saw with OpenAI’s demo of GPT-4o and Google’s showcase of Gemini and Project Astra, but also the composition of the companies themselves. Recent executive moves and hires are showing how AI startups are now focusing more on products, monetization and commercialization.

TechCheck+ Age of the AI agents: OpenAI’s GPT-4o and Google’s Project Astra, plus an exclusive sit-down with Google CEO Sundar Pichai 5/17/24 May 17, 2024

AI has moved into a new era – from chatbots to AI agents capable of having instantaneous, real-time conversations as showcased by Microsoft-backed OpenAI’s GPT-4o and Google’s Project Astra. The news -- bullish for Nvidia and over chipmakers, but Meta, Amazon, Apple and other megacap tech names will have to step up to the plate soon. We break down what’s behind the big leap forward, the risks involved, and sit down with Google CEO Sundar Pichai exclusively on the news

Walmart Takes a Page From Amazon, Plus AI Agents’ Impact on Education Tech 5/16/24 May 16, 2024

Shares of Walmart continue to be one of the top S&P performers today, rallying after beating quarterly earnings and revenue estimates while also posting big gains in e-commerce. Could its online shopping gains now threaten the e-commerce king, Amazon? Plus, OpenAI’s debut of its more conversational, real-time GPT-4o model have investors now asking whether it will disrupt sectors from education technology, advertising technology, white-collar jobs and more.

Google’s AI Search Overhaul 5/15/24 May 15, 2024

Google is now fully integrating generative AI into search, overhauling the 10 blue links we’ve known for decades. Deirdre Bosa spoke to Google CEO Sundar Pichai and Google’s head of search Liz Reid on what this change will mean for advertisers, publishers, and consumers.

TechCheck+ Alphabet CEO Sundar Pichai 5/14/24 May 14, 2024

Alphabet CEO Sundar Pichai joins CNBC’s Deirdre Bosa at Google I/O developer conference to talk its new AI rollout, project Astra, its response to OpenAI’s search competitor and more.

OpenAI Front-Runs Google 5/13/24 May 13, 2024

OpenAI unveiled its new flagship AI model GPT-4o today that it says brings GPT-level intelligence to everyone, including free users. The event now raises the stakes for Google’s all-important developers’ event tomorrow, Google I/O, where the tech giant is set to outline its latest advancements in AI. Google has in the past been relatively slow to roll out its AI features to its wide base of users, so the question hanging over the event tomorrow is whether it will go all-in on gen AI, potentially at the expense of search.

TechCheck+ Google’s AI Hope: Demis Hassabis 5/10/24 May 10, 2024

Google has been consolidating its AI efforts and power around one man: Demis Hassabis. As one of the most respected leaders in the space, the DeepMind co-founder has a track record of critical AI breakthroughs. But can an academic also pave the way for Google's genAI commercialization and monetization? Hassabis is the key to Google's lead in AI but his biggest challenge lies ahead. This week on TechCheck, the real test. Can Google and Hassabis show Wall Street, investors, and the public that it can turn AI into actual products?

The Case for Staying Private 5/9/24 May 09, 2024

Money is continuing to flow into AI startups in the private market, with new reports of funding deals for Elon Musk’s xAI at a $18 billion valuation and the French AI startup Mistral’s valuation tripling to $6 billion. It signals that companies that can raise money in the private markets will continue to do so, especially as the kind of scrutiny that goes along with being a public company is exactly what some startups and founders want to avoid.

Fed “Fumble”, Disney Disappointment, and iPad Promises 5/7/24 May 07, 2024

Stanley Druckenmiller says rate cuts should be entirely off the table and that the Fed fumbled the football on the 5-yard line with the game on the line. We’ll look at the path forward for the Fed. Plus, Disney nearly broke even on streaming, but missed revenue estimates for a fourth consecutive quarter. We’ll ask Oscar-winner Brian Grazer about the future of Hollywood. And Apple unveiling its first iPads since 2022, but today’s news is only an appetizer for next month’s big event.

What’s Next for Uber 5/6/24 May 06, 2024

Uber had a banner year in 2023 – profitability turned a corner, S&P inclusion, and it became free cash flow positive. But what’s next for the stock, especially as it has underperformed other gig names in the last three months? Uber, Lyft, and Airbnb are all set to report quarterly results this week for a check on the gig economy. We take you through what to expect and what’s next.

Chinese Stocks Stage Comeback 5/3/24 May 03, 2024

Hong Kong’s Hang Seng Index was the world’s best-performing major stock market in April and has continued to move up another 5% this week. It may be part of a broader market theme, the unwinding of the “long AI, long Japan, short China” trade, but China is a world leader in AI research too, according to a new study from Georgetown University.

TechCheck+ Tesla’s big gamble: Full Self-Driving in the wild 5/3/24 May 03, 2024

Full Self-Driving, or FSD, is one of the most controversial parts of Elon Musk’s Tesla strategy, with regulators calling the branding misleading and dangerous. But love it or hate it, Tesla has unleashed FSD, with a free trial for millions of U.S. drivers. That means more data -- an essential component to any company trying to develop autonomous driving. Tesla's approach to gathering all that data could prove all of Musk’s naysayers wrong, or leave it continuing to play catch up with more advanced self-driving tech. This week on TechCheck, Tesla’s big FSD gamble.

Google’s Next Challenge 5/2/24 May 02, 2024

Closing arguments began today in the landmark antitrust case between the DOJ and Google. But what may ultimately matter more than the ruling is the damage already done to Google's market position, especially around generative AI vulnerabilities and progress. The fear is that under the pressure of regulators, Google has been hesitating or second-guessing itself. And the abundance of chatbots now available to consumers also makes the case, while Google’s Search Generative Experience, or SGE, remains in Beta mode.

Megacap Capex Soars in AI Ramp Up 4/30/24 Apr 30, 2024

Capital spending among the megacaps is now surging as Microsoft, Google and Meta all outline plans for tens of billions of dollars a quarter in AI investments. We dig into what’s in store for Amazon as it gets set to report tonight.

Top Morgan Stanley Banker on IPO Pipeline 4/29/24 Apr 29, 2024

The IPO market is "back," according to Colin Stewart, a top Morgan Stanley banker who led the Reddit and Astera Labs debuts. He expects 10-15 more tech IPOs to come this year, and an even better 2025, especially as the market gets more comfortable with paying for growth again. We chat with him about startup valuations, how the presidential election might impact IPO timing, and more.

TechCheck+ The reinvention of Mark Zuckerberg 4/26/24 Apr 26, 2024

Over the past year, Mark Zuckerberg has transformed Meta - and himself. He has gone from a brash young CEO to trained MMA fighter, and a trendsetter with his fur jackets and chains. And thanks to his year of efficiency and stellar stock performance, he's now a Wall Street darling, with Meta outperforming Apple and Alphabet, trailing only Nvidia among the Mag 7. But Meta's latest earnings report has shown it's continuing to bleed cash, and Zuckerberg is now facing a moment of truth. Can he deliver on generative AI, the most important platform shift in decades? This week on TechCheck, the reinvention of Zuck and the arrival of his "show me" moment.

What Rubrik’s IPO Signals, Plus Where Big Tech is Finding AI Cash 4/26/24 Apr 26, 2024

Shares of the software maker Rubrik are up about 20% since its debut on the NYSE yesterday. That success is being cheered in Silicon Valley as the latest sign the public market waters are safe to wade into. Plus, Alphabet and Microsoft shares are both popping after the companies beat on the top and bottom lines. The tech giants emphasized the growth of their respective AI businesses, but that also comes at a big cost.

The Battle Over TikTok’s Algorithm 4/24/24 Apr 24, 2024

At the heart of the battle over TikTok is its algorithm - one that overhauled social media, captivated Gen Z, and continues to engage them more than copycats like YouTube Shorts or Instagram Reels. But without it, a sale of TikTok would be a very different proposition, and interested buyers like Steve Mnuchin have said that he would rebuild the app if there’s no technology transfer.

Google Alumni Turn Up the Pressure, Plus Softbank’s Latest AI Push 4/23/24 Apr 23, 2024

Two Google alumni are among those now turning up the pressure on their former employer. Aravind Srinivas of Perplexity and Dario Amodei of Anthropic are both leading upstart gen AI native companies. This time around, they have less to lose and are unafraid of taking on the giants. Plus, Softbank is reportedly now sinking nearly a billion dollars into developing a new generative AI model -- but is it too little, too late?

Big Tech’s Capital Return Opportunity 4/22/24 Apr 22, 2024

This earnings season, could we see Amazon and Alphabet follow Meta’s lead and issue a dividend or boost buybacks? Free cash flow has jumped across the six megacaps in the last two years, with Nvidia and Amazon seeing the biggest increases. In Amazon’s case, it was hard to imagine the tech giant doing so under Jeff Bezos. But CEO Andy Jassy is friendlier to Wall Street and has talked about focusing on profits and efficiency.

Google’s Culture Shift 4/19/24 Apr 19, 2024

Google has been the poster child among big tech for having a more cuddly environment, with kombucha on tap or massuesses on staff. That also applies to what was once an openness for employees to bring social and political causes to work and mix ethics and business. But we're increasingly seeing a tougher Google and CEO Sundar Pichai. In the wake of multi-city protests across the company, he reminded employees in his latest memo that "this is a business."

The Power Grid’s AI Problem, Plus Meta and Google take on ChatGPT 4/18/24 Apr 18, 2024

: The latest bottleneck in the AI boom might not be chips anymore - it's energy. Computing for AI requires way more power than traditional data centers, and CEOs including Elon Musk, Andy Jassy and Sam Altman are all sounding the alarm. Plus, the AI race is on -- and it's now faster and more competitive than ever. Meta says its just-released latest AI model, the Llama 3, is the most powerful model that's also freely accessible. Meta is also teaming up with Google to include search results with its new AI chatbot, Meta AI, in a show of force against ChatGPT.

Ranking in Silicon Valley 4/17/24 Apr 17, 2024

The practice of stack ranking might be making a comeback in Silicon Valley. Sometimes called “rank and yank,” it’s becoming increasingly popular among tech companies during what’s turning into the multiple years of efficiency, with big tech cutting costs and trimming their workforce. The type of merit-based, competitive culture has been around since the 80s, popularized by Jack Welch of GE, and is alive and well in other sectors including banking.

Microsoft’s Global AI Lead, Plus AMD’s Bull Case 4/16/24 Apr 16, 2024

Microsoft is making a major investment into the Abu Dhabi-based AI firm G-42 -- $1.5 billion dollars for a minority stake and just the latest in several foreign AI and cloud investments Microsoft has made, designed to continue its head start in AI and lock up another major customer for its cloud service Azure. Plus, HSBC is making a big call on AMD today, arguing in a new note that it shouldn’t be overlooked as an AI play because of its upcoming AI accelerator chip series, and because its non-AI business segments are improving.

Apple and Tesla’s Parallels 4/15/24 Apr 15, 2024

Apple and Tesla are the only two stocks in the Magnificent Seven that are still in the red this year, and shares of both are also sinking today on news that Tesla is laying off 10% of its workforce and Apple smartphone shipments are slumping. But it’s not just the stock declines that the two have in common. Some parallels are even more fundamental to the companies, including increased competition from China, both reportedly killing major car projects, and highly anticipated events this summer with a lot at stake.

Box CEO Aaron Levie on AI Regulation, Plus Interest Rates’ Impact on Silicon Valley 4/12/24 Apr 12, 2024

Box is going all in on AI. The cloud management company just crossed $1 billion in annual revenue, and says there’s still a lot more opportunity ahead. We chat with CEO Aaron Levie on how regulators should tackle AI, how AI will impact jobs and hiring, Google’s AI strategy, and more. Plus, with sticky inflation increasing the chances of higher rates for longer, Silicon Valley investors are now paying close attention to what it means for their privately-held portfolios. We dig into what VCs have been saying and the divergence between AI startups and the rest of tech.

Andy Jassy’s Balancing Act 4/11/24 Apr 11, 2024

The state of Amazon speaks to the state of big tech right now: keeping up with AI competition while keeping costs in check. We break down the tightrope that CEO Andy Jassy has to walk, from investing in startups while building models, to M&A while keeping an eye on regulators.

TechCheck+ Flow Co-Founder Adam Neumann 4/11/24 Apr 11, 2024

Adam Neumann, former CEO of WeWork, sits down with CNBC’s Deidre Bosa to discuss the launch of his new Florida-based real estate startup, Flow, his bid to buy back WeWork, and more.

TechCheck+ Google Cloud CEO Thomas Kurian 4/10/24 Apr 10, 2024

A new leg of the cloud wars has begun - one where access to the best AI models and tools is key. On the consumer side, Google’s strategy remains uncertain. But on the enterprise side, Google can afford to go on the offensive, and that’s happening in the cloud. CNBC's Deirdre Bosa sat down exclusively with Google Cloud CEO Thomas Kurian on competition, monetization, the partnership with Anthropic, and more.

New Tech Fund for Buzzy Startups, Plus Intel and Google Unveil New Chips 4/9/24 Apr 09, 2024

There's a new fund that now allows retail investors to get in on the hottest tech startups, including Stripe, OpenAI and SpaceX. But it comes with some risk. The Destiny Tech100 fund has soared more than 500% since its launch two weeks ago but is tanking 40% today. We break down the risks and the rewards. Plus, Intel and Google both announced new and more powerful chips. Intel is introducing its Gaudi 3, which they say is better at inferencing and power efficiency than Nvidia’s H100 chip -- the main choice among companies building AI system. And Google’s Axion is the megacap’s latest expansion into custom chips, which the company says is capable of a range of tasks from powering Google’s search engine to AI-related work.

Healthier Capital CEO on Health Care Startups, Plus Taiwan Semi’s CHIPS Act Grant 4/8/24 Apr 08, 2024

After a two-year slump, the health care funding market could finally be picking up as AI gets leveraged in the sector. We speak with Amir Dan Rubin, managing partner and CEO of the VC firm Healthier Capital and former CEO of Amazon-acquired primary care provider One Medical on the state of health care startups and funding. Plus, some of the most advanced chips in the world will now be made in America, but by a foreign firm. Taiwan Semi is the largest chip manufacturer in the world and has secured $6.6 billion in subsidies from the CHIPS Act in addition to $5 billion in low-cost government loans. But how does that impact American chipmakers like Intel?

Samsung’s Big Chip Investment and Robotics Emerge as Big Tech’s Next Battleground 4/5/24 Apr 05, 2024

Samsung is said to be the latest company to make a big investment in chip manufacturing in the United States. The company reportedly planning to double its total semiconductor investment in Texas to $44 billion, according to the Wall Street Journal. Plus, Move over AI.. robots are emerging as the next big battleground for Big Tech. Apple – is said to be the latest mover.. joining Amazon, Tesla, Nvidia and Google

Founders Fund Partner Trae Stephens on Tech and IPOs, Plus Google’s Search Evolution 4/4/24 Apr 04, 2024

Trae Stephens is a partner at the prestigious VC firm Founders Fund, co-founder of the defense startup Anduril, and an early Palantir employee. He joins us for a rare interview on investing in defense technology, the thawing IPO market, whether an AI bubble is brewing, and more. Plus, Google’s dominance was built on free products - Gmail, Drive, Maps, Search. But now, in what would be a huge change from that model, the tech giant is reportedly considering charging for AI search features, adding them to its premium subscription services. One could argue it signals some desperation as it struggles to play catchup in the AI race, and a lack of commitment to disrupt its cash cow, Search.

Steve Cohen’s AI Predictions 4/3/24 Apr 03, 2024

Despite talks of a bubble brewing around AI, Steve Cohen, Point72 Chairman and CEO and owner of the New York Mets, thinks we have a lot more room to run. He says the markets might actually be discounting what AI’s going to be able to do for companies, and that there’s even more upside as a result of AI. We break down what that might mean for labor and productivity, and how to find the AI winners in startups.

Intel’s Foundry Vision, Plus Salesforce’s AI Chief on New Gen-AI Tool 4/2/24 Apr 02, 2024

There’s so much demand for the $53 billion CHIPS Act, the Biden administration has announced it will scrap funding originally allocated to semiconductor R&D facilities, and instead fund manufacturing hubs like Intel’s. But the funding amount is more like a drop in the bucket in Intel’s longer-term vision for its foundry business. Plus, Salesforce’s AI Chief Clara Shih joins us to talk about a new gen-AI co-pilot tool Einstein and how it’s driving productivity for customers.

What’s Ahead for Apple after a Tough Quarter 4/1/24 Apr 01, 2024

Apple is coming off a tough quarter. It was one of the worst-performing megacap tech stocks this year, down nearly 12% in the last three months. The negative sentiment from Wall Street continued today, with Loop Capital cutting its 12-month price target on the stock to $170 from $185. But there could be some positive catalysts ahead, including its annual developers conference, WWDC and a new iPhone cycle in September.

Former Yahoo CEO Marissa Mayer on AI Apps, Plus Finding the AI Underdogs 3/28/24 Mar 28, 2024

Former Yahoo CEO and early Google employee Marissa Mayer thinks photo sharing is broken. Her new app Shine uses AI to fix that. We chat with her on the new venture, plus competing with tech giants and LLMs, AI startups, Google’s AI strategy and more. Plus, one Raymond James analyst thinks he’s found the next winners in AI: web tool platforms like GoDaddy and Wix. We debate whether that will still hold true as the next generation of AI apps enter the market.

Return of the Meme Stock? 3/27/24 Mar 27, 2024

A new class of meme stocks has arrived. Trump Media, or DJT, is perhaps the most divorced from fundamentals. The newly-merged SPAC closed yesterday with a nearly $8 billion market cap and is up 17% today. Newly-public Reddit has also been also volatile – up nearly 70% since its IPO but falling 11% today. It all underscores a market that is increasingly driven by momentum… and retail investors.

Neumann’s Bid for WeWork 3/26/24 Mar 26, 2024

The saga of WeWork continues. Former CEO Adam Neumann is putting in a bid, along with half a dozen financing partners, to buy the now-bankrupt co-working company for more than $500 million, according to CNBC sources. But where is that money coming from, and who are the financing partners that would back Neumann after the high-profile WeWork implosion?

Big Tech’s New Regulatory Battles 3/25/24 Mar 25, 2024

The European Union has now launched its first official investigations under its sweeping new competition law, the Digital Markets Act, targeting Apple, Google and Meta in particular. It’s a signal of European regulators going on the offense – identifying so-called gatekeepers and laying out rules to prevent future abuse of market power. But the tech giants now have battles going on multiple fronts – fighting regulators while also trying to keep up with megacap peers in the AI race.

TechCheck+ Apple Succumbs to the AI Pressure 03/22/24 Mar 22, 2024

Apple's strategy has always been to be the last and best mover. But generative AI is a different beast. Now, the tech giant looks to be scrambling. It's reportedly in talks to outsource key AI features on the next iPhone to one of its biggest rivals, Google, and has released a new Macbook Air it's selling as "the world's best consumer laptop for AI," but has the same features as past laptops. This week on TechCheck, we dig into how Apple has succumbed to the AI pressure.

What the DOJ Missed on Apple, and how Microsoft has Dodged Regulators 03/22/24 Mar 22, 2024

The DOJ filed a historic 88-page suit against Apple, alleging that the tech giant of running an illegal monopoly. But we point out some more questionable allegations in the lawsuit, including the DOJ’s statements around CarPlay and Apple TV+. Plus, though all its megacap peers are currently facing regulatory investigations, Microsoft has somehow dodged scrutiny. We break down its regulatory playbook and secret to success.

Reddit’s AI Pitch 3/31/24 Mar 21, 2024

Shares of Reddit are soaring after its debut on the NYSE, as investors look to parse out what the company’s AI proposition really is. Artificial intelligence was a big part of Reddit’s pitch to investors, disclosing that it’s expecting to make around $66 million, or around 7% of its revenue, from a data licensing deal with Google to train its large language model on Reddit data. We dig into just how sustainable that is, and whether Reddit can expect to increase licensing as part of its revenue stream mix in the current AI landscape.

Jensen Huang’s Midas Touch 3/19/24 Mar 19, 2024

TechCheck is at Nvidia’s headline developer’s conference, the GTC in San Jose, breaking down the AI ecosystem that CEO Jensen Huang has created. The chip company’s halo effect has reached the public and private markets, with Synopsis, Dell and Cadence higher on the keynote, and a who’s who of generative AI startup darlings speaking at the conference as well, including Anthropic, OpenAI, xAI, Mistral and Cohere.

AI Race Leaderboard Reshuffled 3/18/24 Mar 18, 2024

Apple is now reportedly in talks with Alphabet to put Google’s Gemini AI model into iPhones. The partnership could shake up postions in the AI race, potentially acting as a strong rebuke to bears who worried that Google's Gemini large language model is falling short of competitor products. It might also cast doubt on Apple's AI strategy and whether it’s able to catch up to rivals.

Beijing Doubles Down on TikTok Sale Opposition 3/15/24 Mar 15, 2024

Beijing now seems unlikely to let go of TikTok's secret sauce - it's source code - saying overnight that it would oppose a forced sale. That severely limits the options for parent company Bytedance, and poses a big challenge for any U.S. workers who might try and replicate the algorithm.

TechCheck+ Why ‘open’ AI might be more marketing than reality 3/15/24 Mar 15, 2024

Among developers, Meta's latest open-source large language model, the Llama 2, is the hottest thing around. Wall Street also seems to be waking up to the proposition, with the stock far outperforming AI rivals like Google and Microsoft. But calling Meta's AI system "open source" is only part of the story. And the same might also apply to buzzy startups like Mistral and open source’s loudest advocates like Elon Musk. This week on Tech Check, we break down the promise of open source AI vs the myth.

The U.S. Money Invested in TikTok, Plus Reddit Readies its IPO 3/14/24 Mar 14, 2024

A significant amount of U.S. money is invested in TikTok parent company ByteDance, including Carlyle Group, KKR, GGV, Sequoia, Tiger Global and more. Former Treasury Secretary Steve Mnuchin will likely have to go through them in his plans to put together a group to buy TikTok. Plus, Reddit’s IPO roadshow is underway. We break down what industry experts are now saying it could mean for the IPO pipeline.

Breaking Down the Nvidia Halo Effect 3/13/24 Mar 13, 2024

The Nvidia halo effect is alive and well. TechCheck spoke to the founder and CEO of Together AI, a newly minted unicorn that helps developers access Nvidia server chips to train their AI models, on how amid the scarcity of GPUs, it's all about making the supply of existing ones more efficient.

Arm Shares Face Big Test This Week 3/12/24 Mar 12, 2024

Shares of Arm are just fractionally higher today as its lockup period expires. That’s the 6-month period after an IPO during which insiders like early investors and employees are restricted from selling shares to prevent volatility. Will they look to sell and lock in gains? Softbank and its CEO Masayoshi Son own a 90% stake and has often drawn down on winners, including by using ownership in Alibaba to pay off debt and repurchase shares.

The Fate of OpenAI’s Nonprofit Mission, Plus TikTok Ban Gains Momentum 3/11/24 Mar 11, 2024

There's a new, uncomfortable dynamic at OpenAI: a non-profit mission with a corporate profit motive. The recent changes at OpenAI's board underscore that - replacing AI researchers and specialists with business execs familiar with building for-profit companies. Plus, a new bipartisan effort to ban TikTok is gaining momentum in Congress. We dig into former President Trump’s flip-flopping stance on the ban.

One Year After SVB’s Collapse, Silicon Valley Still Searches for a Replacement 3/8/24 Mar 08, 2024

One year after the collapse of SVB, the Valley is still searching for a replacement. The bank had tailored services for early-stage companies, partnered with VCs, been a lender for those considered too risky for traditional banks. TechCheck talked to two startup founders on the failure, the changes since then, and the gap still in the market.

OpenAI Fires Back at Elon Musk, Plus Microsoft Engineer Sounds the Alarm 3/6/24 Mar 06, 2024

The fight between OpenAI and Elon Musk has entered a new round. After Musk filed suit against the startup accusing it of prioritizing profits, OpenAI has fired back with a trove of new bombshell emails that puts Musk back in the hot seat. Plus, CNBC talked to a Microsoft engineer that is now raising the red flag about its flagship AI profit CoPilot, warning of sexual and violent content.

TechCheck+ Google vs Google: The internal struggle holding back its AI 3/1/24 Mar 01, 2024

Instead of a comeback, Google’s Gemini AI chatbot and image generator have gone viral for all the wrong reasons – producing inaccurate and offensive responses. The missteps have put Google back on the defensive in the AI race. But the bigger question around Gemini’s roll out is whether it underscores a painful but new corporate reality for Alphabet and CEO Sundar Pichai. Is Google’s culture sabotaging its AI efforts? We discuss both sides after a week where other mega-caps are making strides in AI: Apple’s Tim Cook talks AI strategy; Meta reportedly planning to launch Llama 3; Microsoft announces an investment in Mistral; and Nvidia’s market cap touches $2 trillion.

Bull vs. Bear at Google 2/27/24 Feb 27, 2024

The fallout for Alphabet – the stock is now negative for the year as more controversies mount around its AI model Gemini rollout. Some are now calling for a change in leadership.

Sam Altman Owns A Piece of Reddit 2/23/24 Feb 23, 2024

Of course he does! Reddit filed (finally) for its IPO. What it – and the money behind it – say about the state of tech right now.

TechCheck+ Nvidia, Sam Altman and the trillion-dollar AI dream 2/23/24 Feb 23, 2024

Artificial intelligence only entered the mainstream a year ago. But already, two titans of the industry are prophesying trillions of dollars in opportunity. Nvidia chief Jensen Huang is predicting an additional $1 trillion in data centers in the next few years, while OpenAI’s Sam Altman’s chip dream is closer to $7 trillion. This week on Tech Check, we take a deep dive into their trillion-dollar AI visions.

FTX Wants to Sell Its Anthropic Stake 2/22/24 Feb 22, 2024

Bankrupt cryptocurrency exchange FTX has filed a legal motion that would allow the company to sell its nearly 8% stake in one of the buzziest and highly-valued AI startups.

Retail Investors Buy The Dip 2/15/24 Feb 15, 2024

When tech stocks fell this week, retail investors came in buying.

An AI Love Story 2/14/24 Feb 14, 2024

Is AI hype outpacing reality… A few signs that perhaps this story will not be as simple as buying the early AI winners like Microsoft, Alphabet, Meta and Nvidia… especially as it plays out in the stock market.

Bezos, Zuckerberg Sell Stock 2/12/24 Feb 12, 2024

Jeff Bezos selling Amazon stock for the first time in more than two years. Mark Zuckerberg selling some Meta shares. Today – what insider sales RIGHT NOW could mean for tech at large.

7 Trillion Reasons 2/9/24 Feb 09, 2024

OpenAI CEO Sam Altman -- now turning his attention to chips… Reportedly looking to raise up to seven trillion dollars for a new semiconductor venture or partnership. This is a question we find ourselves asking a lot – how real is that?

Goodbye, Bard! Google’s Gemini Rebrand. Feb 08, 2024

Google's Bard is now Gemini… What a rename and a rebrand mean for Google’s fight for AI.

Alibaba & Chinese Stocks in Freefall 02/07/24 Feb 07, 2024

What happened to the Chinese stock market? Alibaba stock price is in a tailspin. The problems are fundamental. The big question – is this an Alibaba problem, or is it a broader proxy for the way China is uninvestable right now?

Neumann, Old Job? 2/6/24 Feb 06, 2024

Adam Neumann -- the founder of WeWork ousted from the company in 2019 -- is now trying to buy it back out of bankruptcy. Just how real is that?

Semi-Charmed stocks 2/5/24 Feb 05, 2024

Chips… versus the rest of the market. Semiconductors are THE trade of 2024 (Nvidia up 42% YTD btw)… So why aren’t they beating the expectations? Today, truth and fundamentals within tech.

Meta & The Push For Cash in Tech 2/2/24 Feb 02, 2024

A big week of tech earnings, and all in all, business remains good. Profitability is increasing. And these giant tech companies – META front and center today, they’re returning a lot of cash to shareholders. Could this be a sign of more to come?

The Ipos You Want Vs. The Ipos You Get 2/1/24 Feb 01, 2024

It’s a two-track IPO market. Why the weakest are going public as the strong stay private.

Google Cracks 1/31/24 Jan 31, 2024

Cracks in Google’s dominance… that’s been the fear since ChatGPT stole Google’s mainstream AI moment, and last night, the search giant gave investors reason to worry.

Tech grows, everything else… slows 01/30/24 Jan 30, 2024

The six biggest tech stocks are set to grow earnings 54% when they report numbers – Apple, Microsoft, Alphabet, Nvidia, Meta, Amazon. The rest of the S&P 500? The other 494 mature, solid U.S. companies? Their blended average growth is looking like NEGATIVE 10.4%. Today – that divide, this week.

Google Challengers 1/29/24 Jan 29, 2024

Big tech earnings this week – we’ll tackle Alphabet. The big focus for 2024: can it prove itself as an AI leader… or is its golden goose, advertising, at risk of disruption? Today: looking for the next great alternative.

TechCheck+ The headset wars: Why it's Apple's to lose 01/26/24 Jan 26, 2024

Two tech titans are now duking it out in the headset wars. Apple's Vision Pro and Meta's Quests offer different price points, different specs, and most importantly, different visions of the future of virtual reality. And both have big hurdles to clear. This week on TechCheck, why the headset battle is Apple's to lose.

Musk, Altman Taylor & Billions of Dollars 1/26/24 Jan 26, 2024

Elon Musk. Bret Taylor. Sam Altman… The biggest names in tech, in Silicon Valley, are looking to raise huge sums of money, billions of dollars, to fund the next era of startups.

Tech's 'Mass extinction event' 01/25/24 Jan 25, 2024

The brutal year for tech workers continues… More layoffs, this time at Microsoft’s gaming unit. But what about startups? Will they face a mass extinction event this year

Other Netflix stories in Tech 01/24/24 Jan 24, 2024

Blockbuster earnings for Netflix… Today, what can the numbers tell us about the tech earnings yet to come.

Google’s Moonshot Cuts 1/23/24 Jan 23, 2024

More layoffs at Google – this time within X, its innovation lab responsible for moonshot projects. Today – what’s inside Google’s moonshot factory; what might actually become a business; and why it’s important for Google and Wall Street.

Tech Bubble Redux? 1/22/24 Jan 22, 2024

One veteran Wall Street strategist is making a BULLISH comparison to 1999 – saying the market could be set for a tech-led party. Why there’s still room to run for some key valuation metrics if you’re making a direct contrast from to the bubble of the late 90s to today.

Bitcoin’s Rough Week, Plus Semis’ Spectacular Week 1/19/24 Jan 19, 2024

One week on from Bitcoin's momentous Wall Street moment, the results are underwhelming. The price of #Bitcoin has fallen to its lowest level since the SEC approval, underperformed gold, bonds and global equities this year, and inflows have also fallen short of estimates. Plus, semiconductor stocks help lead the Nasdaq 100 to an all-time high. But amid this tech optimism, tech firms are making cuts as they prioritize the shift to AI.

TechCheck+ How Bitcoin lost by winning 01/19/24 Jan 19, 2024

Bitcoin has officially arrived on Wall Street. The SEC’s approval of 11 spot bitcoin ETFs now gives the cryptocurrency legitimacy, accessibility, mainstream reach and Wall Street acceptance. But Bitcoin was supposed to be so much more – a revolution, bypassing the traditional financial system with a democratic, decentralized, peer-to-peer electronic cash system for unbanked populations. But Wall Street did what Wall Street does best. This week on TechCheck, how Bitcoin lost by winning.

CEO says more jobs cuts are needed in 2024 01/18/24 Jan 18, 2024

More layoffs at Google. CEO Sundar Pichai warns that more cuts are coming as the company gears up for its AI goals… Plus why some private companies are acting like public companies.

An AI phone. And is the Shein IPO in trouble? Jan 17, 2024

One of the most anticipated IPOs of the year risks not happening at all… Plus what is an AI phone?

Apple, Google & “The Gatekeepers” 1/16/24 Jan 16, 2024

After a stumble to start 2024, there’s been a rotation to quality. The biggest tech stocks have continued their dominance… So what are the major roadblocks to that story this year? It comes back to Europe.

Can Nvidia run it back? 01/12/24 Jan 12, 2024

Can Nvidia run it back? The stock market darling is soaring this week after it already ran up 240% last year. Today – the debate around valuation, hype and reality.

TechCheck+ The AI dark horse: Why Apple could win the next evolution of the AI arms race 01/12/24 Jan 12, 2024

Apple’s loudest critics have said it’s playing catch up in the AI race, blaming its underperformance last year, at least compared to its megacap tech peers, on its lack of a clear AI strategy. But long-term, Apple could be the dark horse to watch for, especially in the next technological shift that experts say is coming to AI. Its vertical integration of hardware, software, silicon and services gives it an edge. This week on TechCheck, why Apple could be playing the long game better than anyone else.

A different Google layoff story 01/11/24 Jan 11, 2024

The tech layoffs just keep coming. The latest: Google cutting hundreds of jobs in its engineering, product and hardware divisions. How the future of Google is making itself felt within Google.

SOFTWARE’S RE-RATING – IS IT PERMANENT? 01/10/24 Jan 10, 2024

What is the reality in the software sector? We're seeing a wave of layoffs to start 2024 at Unity and Twitch, along with some CEO changes at Twilio and Match. Is the sector recovering… or is this new lower growth era just the new normal?

Why is it always Europe? 01/09/24 Jan 09, 2024

Microsoft's multi-billion dollar investment into OpenAI and its all-out embrace of ChatGPT could now be the subject of a merger investigation in the EU. Why, and why Europe?

AiPhone? 01/08/24 Jan 08, 2024

Apple stock is off to its worst start of the year since 1982… But could the iPhone maker be an AI darkhorse in 2024.

CAN ANYONE DISRUPT GOOGLE SEARCH 01/05/24 Jan 05, 2024

The future of Google Search is one of the biggest questions in tech since ChatGPT exploded onto the scene… Does Google continue to dominate, or will it be disrupted by a generative AI upstart? This week Perplexity raised $74 million from the likes of Nvidia and Jeff Bezos to try to do just that.

EXIT COOKIE 01/04/24 Jan 04, 2024

The end of the cookie. Google starts to disable one of the most effective but infamous ad tracking devices for its chrome browser today – a major change. What it signals about the digital ad landscape and big tech in 2024.

IS THE VALLEY BACK? 01/03/24 Jan 03, 2024

Data shows new businesses are being created at a faster pace outside Silicon Valley… in places like Atlanta and New Orleans. But was that actually a bubble phenomenon, and is AI now bringing the action back to San Francisco and Northern California.

APPLE DOWNGRADE 01/02/24 Jan 02, 2024

Barclays warns of weakening demand for iPhones

Best of 2023: Beware the Blockbuster IPO 12/29/23 Dec 29, 2023

Beware the Blockbuster IPO…. 2023’s big listings highlighted some issues within capital markets… and why retail investors should proceed with caution.

Best Of 2023: Apple In China 12/28/23 Dec 28, 2023

Apple’s China problem & opportunity… how its longtime ticket to success has become a liability.

BEST OF 2023: TEMU’S THREAT TO AMAZON 12/27/23 Dec 27, 2023

How the Chinese shopping app Temu’s rapid growth here in the U.S. could crack Amazon’s dominance.

Apple Watch Import Ban, Intel’s Foundry Business, and OpenAI’s Valuation 12/26/23 Dec 26, 2023

A trio of topics for today’s podcast - Apple has now been banned from importing and selling the latest line of Apple Watches in the U.S., stemming from a patent dispute over the blood-oxygen sensors in the devices. Intel is getting several billion dollars to build a new chip factory. And OpenAI is reportedly in talks to raise a fresh round of funding at a valuation of $100 billion or more.

BNLP Bloom 12/22/23 Dec 22, 2023

CNBC’s Kate Rooney on payments trends for 2024

Another Huge AI Raise 12/21/23 Dec 22, 2023

OpenAI competitor Anthropic is looking to raise another monster funding round — this time led by Menlo Ventures. Why it’s still open season.

Alibaba's Executive Shuffle 12/20/23 Dec 20, 2023

Alibaba reshuffles its executive team as rivals gain steam

GOOGLE SETTLES 12/19/23 Dec 19, 2023

Today -- Google’s new $700M antitrust settlement & changes coming to the Android ecosystem

A Figma Of Adobe’s Imagination 12/18/23 Dec 18, 2023

Major news today out of Silicon Valley – Adobe terminating its $20 billion merger with the design software maker Figma. Today: rethinking the environment for major deals in tech.

TechCheck+ Apple vs. Green Bubbles: the cracks beginning to show in its walled garden 12/15/23 Dec 15, 2023

The stigma is real. Blue bubbles for iPhone users, green bubbles for those shut out of Apple's walled garden. iMessage has been a way of locking users into the Apple ecosystem for more than a decade. But the exclusionary nature of the battle has since come under fire, and Apple has begun to bend to the green bubble evangelists – just one in a growing number of concessions it's making to appease regulators.

Ai For Dummies 12/15/23 Dec 15, 2023

AI warnings… this time the risk to U.S. financial stability. The downside of relying on just one model, and one startup that is building on several models.

A Warning For 2024 & Posting Cringe 12/14/23 Dec 14, 2023

A dovish fed… a soft landing… tech stocks are off to the races. But wrapped up in one earnings report last night — everything tech investors fear in 2024. What Adobe is warning.

The Berkshire of Tech? Really? 12/13/23 Dec 13, 2023

A surprising stock move flying under the radar this year: Broadcom is now one of the biggest tech companies in the world. Today, the story behind the CEO, the strategy and the “Berkshire Hathaway of tech.”

Google, Apple & An Epic Win 12/12/23 Dec 12, 2023

A big blow to Google and the power of its app store. A federal jury found that Google turned its "Play Store" and billing service into illegal monopolies. What comes next for Google…. and Apple.

Blue Texts are Big Business 12/11/23 Dec 11, 2023

Green vs blue text bubble. You know it. You probably hate it. How one startup solved the iMessage Android problem… and found itself in the middle of the fight between two tech behemoths.

The Wrinkliest Story in Tech 12/8/23 Dec 08, 2023

Microsoft’s OpenAI deal is coming under regulatory scrutiny -- why an innovative partnership may now get a second look.

TechCheck+ The Great Rebundling: How streaming platforms are recreating what they tried to replace 12/8/23 Dec 08, 2023

Content overload, rising prices, and commercials. If you thought we’ve moved on from the cable bundle, think again. Streaming platforms are now recreating the very thing they tried to replace. This week on Tech Check, how media companies, tech giants, retailers, and even longtime rivals are teaming up to bring back the dreaded bundle.

Google Gemini& Taylor Swift 12/7/23 Dec 07, 2023

Finally… the stock reacts. A delayed market reaction to Google’s launch of their AI model "Gemini." Today, the AI halo effect takes effect. Plus – Taylor Swift, TIME person of the year.

Reading Google's Sign 12/6/23 Dec 06, 2023

Google shooting for the stars today, announcing new details around its long-awaited generative AI system "Gemini.” Sundar Pichai and hitting back in the AI arms race.

Shein’s secret sauce: How the retailer has exploded in the U.S. using a key trade loophole 12/1/23 Dec 01, 2023

Shein has taken America by storm. Soon, it could take Wall Street too, as it files for an IPO. Its presence in the U.S. has exploded, as it partners with some of the hottest American retailers and tries to put labor worries to rest. This week on Tech Check, we dig into Shein’s secret sauce, as it eyes Wall Street next.

The Generative AI Debate: Effective Altruism or Effective Acceleration? 11/30/23 Nov 30, 2023

More developments unfolding overnight over OpenAI’s board, with Sam Altman officially back as CEO and Microsoft now securing a non-voting board seat. We spoke to General Mike Rogers, the former NSA director, on the AI debate around pursuing effective altruism or effective acceleration, his thoughts on the 2024 election, and more.

Can Jensen Huang get more popular? 11/29/23 Nov 29, 2023

Nvidia CEO Jensen Huang is the most in-demand, most popular figure in tech this year. Can he continue his reign into 2024?

Temu VS. Shein – Winner Take All? 11/28/23 Nov 28, 2023

The owner of e-commerce site Temu, Pinduoduo, posted some very strong quarterly numbers, just as its rival Shein, the Chinese fast fashion company, filed to go public. Today – investing in the future of online shopping, and which winner may take all.

Where every day is black Friday 11/24/23 Nov 24, 2023

Every day is Black Friday at Temu, Shien and TikTok. The rise of Chinese e-commerce players and why investors and retailers like Amazon, Walmart and Target should ignore these platforms at their own peril.

Openai open questions 11/22/23 Nov 22, 2023

OpenAI’S Profit VS. OpenAI’s Non-Profit 11/21/23 Nov 21, 2023

OpenAI’s governance structure: a non-profit board with a mission to benefit humanity, overseeing a for-profit arm backed by Microsoft. Why that’s actually typical Silicon Valley… and how it caused the mess in Silicon Valley.

OpenAI Shockwaves 11/20/23 Nov 20, 2023

One of the most dramatic stories in technology in years: Sam Altman pushed out as CEO of OpenAI… putting this seismic shift into perspective, for Microsoft, for AI, for all of corporate America.

Elon Musk – Over The Line? 11/17/23 Nov 17, 2023

Elon Musk -- under fire after endorsing an antisemitic post on X. The fallout, or lack of it, for one of the richest and most powerful men in the world.

TechCheck+ Megacaps’ Mega Deals: How big tech could be using AI investments to bankroll themselves 11/17/23 Nov 17, 2023

Big tech names like Microsoft, Google and Amazon have poured billions into the biggest names in the AI startup world, effectively replacing what used to be the role of high-profile, highly capitalized tech investors like Tiger Global and Softbank. And in some cases, through exclusive cloud contracts, those investments in startups come right back in the form of cloud revenue. This week on TechCheck, we dig into the megacaps’ mega deals, and how big tech could be using AI investments to bankroll themselves.

Alibaba Cancels Cloud Spin 11/16/23 Nov 16, 2023

Alibaba has scrapped plans to spin off its cloud unit, blaming the U.S. restrictions on chip exports, on a week where all eyes are on China U.S. relations. What’s the real story for $BABA, for chip supply and how it impacts valuations right now.

AI: How Much Should it be Regulated 11/15/23 Nov 15, 2023

Today, an opportunity for San Francisco to flex its roots and future as a tech capital. The debate over AI, how it grows, and who should control that process. And Microsoft is developing its own AI chips – why in-house silicon is a trend to watch.

Inside An Ai Acquisition 11/14/23 Nov 14, 2023

Airbnb has made a rare acquisition, its first as a public company and only its third ever, valued at close to $200 million… Why the battle for AI talent has just begun.

The XI meeting & the companies with the most at stake 11/13/23 Nov 13, 2023

President Biden set to meet face-to-face with China's President Xi Wednesday. Today on TechCheck, why both sides are hoping to stabilize tensions amid a downward spiral in relations… and why business and tech in particular are the areas to watch.

TechCheck+ WeWork’s end, Neumann’s return? Who’s left holding the bag, and what comes next 11/10/23 Nov 10, 2023

WeWork took us on a wild ride. A real estate company disguised as a tech startup, holding long-term leases and turning them around for short-term rentals. It was always a risky proposition, made more so in an era of low interest rates and a “growth at all costs” mentality. And Adam Neumann’s particular blend of salesmanship, cult personality, and huge risk-taking only added to the fire. WeWork would come crashing down, not once, but twice. Now, some are wondering, does Adam Neumann return, and should he? This week on Tech Check, we dig into WeWork’s next chapter – who’s left holding the bag after the implosion, and what comes next.

Chinese Companies, American Consumers 11/10/23 Nov 10, 2023

The APEC summit is coming to San Francisco. President Biden and China’s President Xi are set to meet next. Today, how Chinese companies continue to find ways to benefit from American technology and consumers.

Softbank Shrank 11/9/23 Nov 09, 2023

The story of SoftBank -- This quarter should have been Masayoshi Son’s victory lap. But WeWork is back to spoil those plans as losing bets continue to weigh on what has become one of the biggest tech investors in the world.

Amazon & One Medical 11/8/23 Nov 08, 2023

Amazon is expanding its Prime membership program… and the new perk: access to doctors, primary care physicians, for a fee. Today, a check-up on Amazon’s continued push into health care.

WeWorks’s Final Chapter? 11/7/23 Nov 07, 2023

Think again! WeWork… didn’t work. It has filed for bankruptcy. The final chapter – chapter 11… or is it? The winners and losers of the WeWork saga, does Adam Neumann return, and who’s left holding the bag.

Is the Outlook OK? 11/6/23 Nov 06, 2023

A reason to worry for the biggest tech stocks… Is growth slipping, and are investments in AI just masking the problem.

TechCheck+ Tesla and EVs in reverse: Why automakers are scaling back their green ambitions 11/3/23 Nov 03, 2023

Electric vehicles were supposed to be the wave of the future. Tesla and traditional automakers made big plans to invest in factories, battery manufacturing and the EVs themselves, but that’s all slowing down. This week on TechCheck, we dive into what’s behind the speed bumps.

Reporting the SBF Trial 11/3/23 Nov 03, 2023

Sam Bankman Fried found guilty on all seven counts. Today – a special look-back at the blockbuster FTX trial from inside the court room… and what it MIGHT mean going forward.

Apple's China Question 11/2/23 Nov 02, 2023

China is Apple’s strength and, now, liability.

Airbnb’s Interest Income 11/1/23 Nov 01, 2023

The “Airbnbust”.... that never materialized. How rising rates are actually helping the company’s bottom line. Today on TechCheck, it’s all about interest income.

Tech's Spookiest 10/31/23 Oct 31, 2023

The Spookiest bear cases in tech… From Apple to Amazon to Uber, what are the plausible, but low probability outcomes that could deaden these stocks.

An AI Debate 10/31/23 Oct 30, 2023

The Biden Administration rolled out sweeping rules meant to create guardrails around the nascent AI industry. Is it good for tech or limiting for tech? Nilay Patel, James Pethokoukis and Eamon Javers discuss.

Amazon’s Big Three 10/27/23 Oct 27, 2023

Amazon was a bright spot in tech earnings, giving investors what they wanted. But some major questions remain for the quarters ahead – today, the three that amazon needs to answer.

TechCheck+ Apple’s China problem: how its ticket to success has become a liability 10/27/23 Oct 27, 2023

Apple can thank China for much of its success. In the early days, as Apple was on the brink of bankruptcy, it pivoted its manufacturing to China, capitalizing on a massive low-wage workforce, billions in government stimulus to build out enormous factories, and the loyalty of a rapidly growing middle class. But now, what was once a key to its success has become a liability. In just the past few weeks, it’s seen a tax investigation into its biggest manufacturer, accusations of censorship around Jon Stewart’s canceled show, and has lost its market share dominance to competitor Huawei. This week on Tech Check, we dive into Apple’s China problem, and why it’s not going anywhere.

The Fundamentals Story 10/26/23 Oct 26, 2023

The NASDAQ is slumping… Tech stocks are rolling over… But why? Growth is strong. AI provides a narrative. And the economy isn’t in bad shape. Today: the fundamentals story within tech.

Autonomous Competition, Meta & Amazon 10/25/23 Oct 25, 2023

More details emerge around the suspension of Cruise robo-taxis in San Francisco… The battle over autonomous vehicles. And what the latest numbers from Microsoft and Alphabet tell us about Meta and Amazon.

Microsoft, Alphabet & Cruise 10/24/23 Oct 24, 2023

What’s most important about megacap tech earnings – Microsoft & Alphabet. Plus, a major development in the battle over driverless cars in San Francisco.

YIELD RISK & RETURN 10/23/23 Oct 23, 2023

Higher yields yield big changes in tech, in both megacaps and startups. Today, how the price of money is making its presence felt from Silicon Valley to Wall Street.

TechCheck+ Netflix's side quest: A deep dive into its ambitious plans to become a gaming giant 10/20/23 Oct 20, 2023

Netflix has quietly been building out a library of more than 70 video games as part of an ambitious new push to become a gaming giant, testing out a cloud gaming service and posting job openings for its first big-budget, blockbuster game. But it's a notoriously tough market to break into, one that many tech and media giants have tried at and failed. The undertaking is just one of a slew of new business lines that the Netflix has been experimenting with, and they're more important than ever as its stock lags behind the megacaps it used to be on par with. This week on Tech Check, we dive into Netflix's new side quest.

Big Tech Earnings – The Promise Vs. Economics Of Ai 10/20/23 Oct 20, 2023

It’s the eve of big tech earnings - Microsoft, Alphabet, Meta, Amazon, four of the magnificent seven, set to report next week. It’s all about the forecast, about what they saw in the third quarter, and what they see coming down the pike in Q4… Plus the promise versus the economics of AI.

OPENAI’S “CAPPED PROFITS” STRUCTURE 10/19/23 Oct 19, 2023

ChatGPT-maker OpenAI is reportedly closing in on an $86 billion valuation… why it’s selling shares now… to whom… and its very unorthodox ‘capped profit’ corporate structure.

IPOs, EXITS & AI SPEND 10/18/23 Oct 18, 2023

Deirdre is in the field at the Goldman Sachs Builders & Innovators Summit, where she sits down with Kim Posnett, Goldman’s Global Head of Technology, Media and Telecommunications (TMT) Group within Global Banking & Markets – where she works on some of the biggest tech deals, M&A and IPOs. Plus an interview with Dropbox CEO Drew Houston about his outlook for AI spending.

Are Layoffs Back? And Tim Cook Goes to China 10/17/23 Oct 17, 2023

Another round of layoffs hit the tech sector, just as they gear up for earnings season -- margin expansion versus capex expansion. Plus Tim Cook’s surprise visit to China.

SPICY VS. GARPY 10/16/23 Oct 16, 2023

As earnings season kicks off, why tech is more important than the banks; how AI could kill the “year of efficiency;” and the spicy vs garpy mega-caps

OPENAI’S OPEN QUESTIONS 10/13/23 Oct 13, 2023

New numbers from OpenAI reveal exponential growth. The darling of generative AI continues to fire on all cylinders. But can it become more than a chatbot and live up to its now giant expectations?

TechCheck+ Will Temu Kill Amazon? How the Chinese Shopping App’s Rapid Growth Could Crack Amazon’s Dominance 10/13/23 Oct 13, 2023

Temu appears unstoppable. Since the Chinese shopping app launched in the U.S. a year ago, it has become the number one e-commerce app in the country, with downloads skyrocketing 50x from 600,000 to 30 million in just one quarter, according to Bernstein analysts. In contrast, Amazon’s downloads have dropped off a cliff, falling 40% in a year. Known for wild discounts and dirt-cheap prices that severely undercut Amazon’s, Temu has ratcheted up its ad spend to infiltrate the American consumer, set to spend an estimate $2 billion in marketing in 2023. This week on Tech Check, we dive how Temu has hit Amazon’s weak spots to take the country by storm.

CNBC SPECIAL: Anthony Scaramucci on The Collapse of FTX 10/13/23 Oct 13, 2023

Former billionaire Sam Bankman-Fried saw a meteoric rise as crypto’s golden boy and an even more spectacular fall as his $32 billion cryptocurrency exchange, FTX, collapsed in a matter of days. CNBC's Kate Rooney spoke with Anthony Scaramucci, founder of Skybridge Capital, about his front-row seat to the collapse and what it was like to visit SBF while his empire was crumbling around him. For the full Sam Bankman-Fried and FTX saga, watch the CNBC documentary "The Collapse of FTX: Insiders Tell All". Available now at cnbc.com/ftx and YouTube here: https://youtu.be/XqwGt69pDXQ

Birkenstock’s IPO Flops; Why Recent Debuts Have Stumbled 10/12/23 Oct 12, 2023

The IPO window of 2023 was short, not very sweet, and now likely closed as we head into the year end. Many of the recent debuts, including Birkenstock, Arm, Instacart and Klaviyo are down 10% or more from their highs, all before the lock-up period has expired when insiders can sell their shares. There are a number of factors that could be behind the stumbles, including company fundamentals, bankers mispricing the listing, and market conditions.

Birkenstock & Amazon Prime Day 10/11/23 Oct 11, 2023

CNBC’s Deirdre Bosa and Marc Golbert discuss Amazon Prime Day and Birkenstock's IPO price, the state of direct-to-consumer retail models, and Birkenstock’s unique approach to DTC business.

Temu: Amazon’s Rising E-Commerce Competition 10/10/23 Oct 10, 2023

As Amazon’s second sales event of the year kicks off, every day seems like a deal day on e-commerce apps like Temu and Shein. Temu, in particular, is far outpacing Amazon in terms of growth, and might be capturing American shoppers by gamifying the experience. Ben Harburg of MSA Capital joins us to talk about the Temu effect and the rising anxiety that it’s going to displace everyone from Amazon to Dollar Stores to Costco.

Bullish Reception for Arm Holdings 10/9/23 Oct 09, 2023

The chip designer Arm gained a number of bulls today as its post-debut quiet period ends, with more than 10 firms involved in underwriting the IPO initiating coverage of the company at a “buy” rating or equivalent, despite the stock being down more than 20% from the intra-day high after it IPO-ed. That’s good news for Softbank founder Masayoshi Son, as Arm has become his firm’s new crown jewel after Alibaba, going from a 12% stake in March last year to 22% as of June this year.

TechCheck+ The Valuation Reckoning: When AI Startup Darlings Hit Stratospheric Levels 10/6/23 Oct 06, 2023

Anthropic’s Funding Spree, Plus Antitrust Regulators on New Priorities 10/5/23 Oct 05, 2023

AI startups are continuing to raise money by the bucketful. This time, it’s the chatbot maker Anthropic, which is reportedly in talks to raise $2 billion from Google and other companies, giving it an eye-popping $20 billion to $30 billion valuation. Plus, two of Biden’s top antitrust regulators gave an update today on the administration’s efforts to hold big tech accountable, just a few weeks into the DOJ’s landmark case against Google. The DOJ’s Jonathan Kanter said he’s been surprised about how many comments in his case are coming from ordinary workers, and the FTC’s Lina Khan talked about the failure to push back against corporate consolidation.

Apple Analyst Expects Weaker iPhone Sales Ahead 10/4/23 Oct 04, 2023

Shares of Apple are up fractionally today despite a rare downgrade from KeyBanc - laying out an alternative view from what most analyst have been saying going into Apple's most important quarter of the year. The analyst joined Tech Check, describing his concerns including rich valuations nearing all-time-highs, U.S. iPhone sales softening, and international growth under pressure.

Nvidia’s New Threat to AWS, Plus Microsoft Faces a Key AI Test 10/3/23 Oct 03, 2023

Nvidia’s new strategy to dominate the future of AI might lie in the cloud. A report from The Information says Nvidia talked to at least one data center owner about leasing space to power its own cloud service - requiring major investment but could also be a big source of new revenue. Plus, Microsoft will soon try to generate meaningful sales directly from AI with the launch of its new AI assistant Co-Pilot for business customers. It costs nearly $30 per user per month, but some customers testing an early version say they’re seeing a big boost to productivity.

Mega Discounts for Megacap Tech, Plus Microsoft CEO Testifies in Google Antitrust Trial 10/2/23 Oct 02, 2023

After a big September selloff, megacap tech stocks might be cheap again. P/E ratios have fallen steeply and are at their biggest discount since Jan. 2017 as analysts continue to boost their earnings estimates for the next fiscal year, according to Goldman Sachs. Plus, Microsoft CEO Satya Nadella today took the stand in the DOJ’s antitrust trial against Google, and explained why it’s so hard to compete against the tech giant’s search engine dominance.

TechCheck+ Regulators Take On Amazon: The FTC’s Make or Break Moment 9/29/23 Sep 29, 2023

President Biden signaled an aggressive new agenda to curb the power of companies like Google, Amazon, Microsoft and Meta when he appointed Lina Khan, Jonathan Kanter, and Tim Wu – a trio of the toughest antitrust regulators to hold them accountable. Instead, two years in, big tech is bigger and more powerful than ever. This week on Tech Check, we dive into the toothless regulators and their upcoming showdowns that could be make-or-break for them, and for the dominance of big tech.

A September to Forget for Tech 9/29/23 Sep 29, 2023

As Q3 inches to a close, tech stocks have had a rough end to the summer and a rough ride lower in September. But Apple is really the culprit, because of its oversized weighting in broader. Plus, though China has been a key overhang for the market, there are signs beneath the headlines that American companies are still making inroads, as Nike reports tailwinds from Chinese consumers, and Chinese internet regulators propose relaxing rules on data flows abroad.

Amazon Faces New Competition as FTC Takes Aim 9/27/23 Sep 27, 2023

The FTC is now targeting Amazon in a new antitrust suit, alleging it’s running an illegal monopoly, with Lina Khan saying the e-commerce giant’s tactics deprive rivals of the ability to gain customers. But Amazon might actually now be facing more competition than ever - including from upstarts like Shopify, which just announced an investment in wholesale platform Faire, further entrenching Shopify as an Amazon alternative for sellers.

Amazon Sued By FTC, 17 States Alleging Monopoly Practices 9/26/23 Sep 26, 2023

The FTC and 17 states filed a antitrust suit today alleging Amazon inflates online prices and overcharges sellers. The agency and FTC chair Lina Khan’s credibility are at stake in this massive case. Khan badly needs a win -- she made her name in law school by targeting the tech giant, but during her tenure, she’s only allowed the Prime ecosystem to get stronger and more entrenched.

Amazon Steps Up AI Arms Race With Anthropic Investment 9/25/23 Sep 25, 2023

Amazon is investing up to $4 billion in startup Anthropic as it looks to stake a claim in the AI arms race. Both stand to benefit: Amazon, with a buzzy customer for its custom AI chips and a minority stake in one of the early applications of generative AI, while Anthropic gets a big backer and AWS’ compute power. This isn’t, however, the exclusive partnership with Microsoft and OpenAI inked earlier this year, since Anthropic already received a partnership and investment from Google in May.

TechCheck+ Is Instacart Really a Tech Company? The Case For and Against 9/22/23 Sep 22, 2023

Some of the biggest, most highly-anticipated IPOs of the last few years have fallen short, burning investors who thought they were buying a technology stock. Peloton, WeWork, Blue Apron, and StitchFix all might have called themselves tech companies, but their growth ended up being hugely restricted by real-world limitations. So as a new wave of IPOs begin, investors might be struggling to determine where Instacart falls. This week on Tech Check, we dive into the grocery delivery app and ask, is Instacart really a tech company?

Microsoft-Activision Deal Set to Clear Final Hurdle, Plus iPhone 15 Launches Worldwide 9/22/23 Sep 22, 2023

Microsoft looks to be closing in on its acquisition of Activision, after regulators in the United Kingdom signaled approval. The deal might be an example of how companies can ride out the stricter regulatory scrutiny under the Biden administration, adding to a string of blows that could leave corporate America feeling emboldened to pursue more deals. Plus, Apple’s newest iPhone went on sale around the world today, with Tim Cook opening an Apple store in New York City as part of the festivities. After three straight quarters of declining revenue and a fourth expected, the pressure is on for this launch.

Cisco Strikes $28 Billion Deal for Splunk 9/21/23 Sep 21, 2023

Cisco’s $28 billion acquisition of Splunk signals where the company wants to go: a legacy tech hardware company trying to pivot to software and services, in a bid to help topline growth and give it heft in two of the buzziest tech subsectors, cybersecurity and AI.

TechCheck+ Instacart CEO Fidji Simo 9/19/23 Sep 19, 2023

CNBC's Dierdre Bosa spoke with Instacart CEO, Fidji Simo, to discuss why now was the time to finally go public and how the company arrived at the decision to price where they have.

Instacart CEO on Competition and Accelerating Growth Post-Covid 9/19/23 Sep 19, 2023

As more grocers begin looking to build their own delivery networks, what does that mean for Instacart’s competitive moat? The world’s largest grocery delivery platform opened trading today on the Nasdaq at $42 a share, and Instacart CEO Fidji Simo discussed why grocers choose to stay on their marketplace, and how she expects the company to continue to grow after seeing the benefits of grocery delivery during the pandemic.

Beware the Blockbuster IPO 9/15/23 Sep 15, 2023

With Arm’s successful listing and Instacart’s debut on deck, the blockbuster IPO is back. But retail investors might want to proceed with caution before buying in. Those that jumped into some of the largest recent IPOs on the first day of trading have all lost money, according to our analysis, and would’ve seen dramatically better returns just buying the S&P. And even the connected, institutional investors that bought coveted shares at the IPO price have seen huge losses, as rising interest rates reprices valuations across the board. This week on Tech Check, our deep dive into why investors should beware the blockbuster IPO.

Instacart Raises IPO Price Target Following Arm’s Debut 9/15/23 Sep 15, 2023

Instacart today raised the price range for its upcoming IPO after Arm’s successful debut yesterday, boosting the valuation to around $10 billion dollars. But that might be little comfort to the investors who bought in at Instacart’s peak valuation of $39 billion two years ago. We break down the winners and losers of the debut, including the VCs who got in early and the big institutional investors that are getting put under the water.

Arm IPO: Implications for Venture Capital and Softbank Founder Masa Son 9/14/23 Sep 14, 2023

Softbank-backed chip designer Arm's successful listing today could open the IPO floodgates, according to Lux Capital’s Shahin Farshchi. He says the offering could generate more interest in new chip players, drive capital into private semi names, and encourage private companies to consider public market financing. The IPO might also be a much-needed win Masayoshi Son. Even though the Softbank founder has hung his entire legacy on being central to the AI shift, he’s had a number of big misses, including selling his stakes in Nvidia and perhaps self-driving startup Cruise too early.

DOJ’s Historic Trial Against Alphabet Kicks Off – How Will Sundar Pichai Do In Wartime? 9/12/23 Sep 12, 2023

The DOJ's landmark tech monopoly trial against Alphabet kicked off today – with the government grilling its first witness Google Chief Economist Hal Varian about his advice to the company on antitrust issues. It’s reminiscent of the DOJ’s big tech trial of 20 years ago against Microsoft, when Bill Gates was the big personality. This time around though, all eyes are on Alphabet CEO Sundar Pichai -- and though he's often been called "soft-spoken" and a "nice guy," his track record so far suggests he may be the wartime CEO that Alphabet needs.

Bill Gurley on Instacart, IPO Market 9/11/23 Sep 11, 2023

Instacart's new valuation of up to $9.3 billion is a massive down round from the $39 billion of a few years ago. Bill Gurley, a VC and early Uber investor, says that’s a healthy reset: "I've lived through 3 different bubbles and bursts in this industry and unfortunately it's highly cyclical. It tends to go up slowly and crash immediately." He also talked startups in the IPO pipeline, whether there’s an AI bubble, and more.

TechCheck+ Zombie SPACs - Why Blank Check Mergers Won’t Die 9/11/23 Sep 11, 2023

We all lived through the SPAC boom of 2021 – when the blank check mergers accounted for 61% of all U.S. public listings that year… and the subsequent bust, with at least a dozen going bankrupt since then and more than a hundred now running low on cash. But even though many stopped paying attention to them, SPACs continued to live on. Now, two years later, there are signs of a resurgence, and some investors are seeing new opportunities. This week on Tech Check, zombie SPACs – back from the dead.

Who’s Set to Lose the Most in the Disney-Charter Dispute, Plus AI’s Impact on Sports 9/8/23 Sep 08, 2023

Calculating who is set to lose the most in the showdown between Disney and Charter is complex. Disney could lose contract fees for Charter’s 15 million subscribers, but the dispute is also driving a huge jump in Hulu + Live TV subs. Disney owns 67% of Hulu, but will also soon renegotiate ownership with Comcast. Plus, AI is increasingly playing a role in sports, most recently in this year’s U.S. Open. The USTA has been using IBM’s Watson AI to provide commentary, working to translate it into every possible language, and has even correctly forecast who’s most likely to win a match.

Dan Niles Shorts Apple on Valuation, China Headwinds 9/7/23 Sep 07, 2023

China is an ever-present risk for Apple, but this week it's front and center on reports that China, which makes up 19% of Apple's revenue, is restricting the use of iPhones at government agencies, and the resurgence of Huawei - its new Mate 60 Pro smartphone is seen as the first significant threat to Apple's dominance in the market in years. Widely-followed hedge fund manager Dan Niles joins to discuss those headwinds and why Apple is now his largest single-stock short.

Disney’s Showdown with Charter Heats Up, Plus Apple’s Overseas Headwinds 9/6/23 Sep 06, 2023

A new report today forecasts a 5% increase in U.S. ad revenue this year, but says the TV ad sector is experiencing an "existential crisis" amid an ongoing showdown between Charter and Disney that's caused sports programming blackouts for millions just as the NFL season kicks off. Plus, a top Apple analyst breaks down why shares are down today, citing two big decisions against the company - the EU naming Apple, among others, a gatekeeper under its Digital Markets Act, and Chinese officials told they can't use iPhones for work or bring them into the office.

Burning Man’s Ties to Tech, Plus Disney Butts Heads with Charter 9/5/23 Sep 05, 2023

The tech moguls and investors at this year's Burning Man also had to endure torrential downpours that caused campsite flooding and foot-deep mud. But one venture capitalist said that after getting over the mini panic attack of being stuck, most people embraced it. Plus, Disney has been butting heads with cable giant Charter over contract fees that has left millions without access to U.S. Open, college football and potentially Monday Night Football programming. Will this time show that Disney might not have the leverage it once did?

The Zombie SPACs 8/31/23 Aug 31, 2023

SPACs are back and volatile as ever. But the class of 2021 has settled somewhat, and that's where some investors are seeing opportunity. Proem Asset Management CIO Imran Khan, who also led Alibaba and Snap’s IPOs, says he's picked up shares in the banking app Dave, OpenDoor, and super app Grab because of what he calls arbitrage between private and public market valuations.

Salesforce Keeps On Spending, Plus Fad-themed ETFs Shutter 8/30/23 Aug 30, 2023

After all that activist pressure, Marc Benioff’s M&A spending spree may seem like it’s ended – but in the past year, Salesforce has only been ramping up investments in AI startups. It’s funded at least seven, including leading a $200 million funding round for startup Hugging Face. Tonight’s numbers are set to show investors whether Benioff has more room to run, or will instead bring back more scrutiny. Plus, ETFs are closing at a record pace as niche funds targeting fads like crpyto, the metaverse, and Gen Z wane in popularity. On the flip side, the number of the less buzzy bond ETFs are soaring.

TechCheck+ Dethroning Nvidia 8/29/23 Aug 29, 2023

Nvidia’s stock rise this year has been nothing short of meteoric. The chipmaker is at the heart of the AI boom as the supplier of chips that are required to build and run the likes of ChatGPT and other generative AI technologies. On this week of TechCheck Weekly, Deirdre Bosa digs into how Nvidia dominates this technological sea change and who is trying to challenge the chipmaker’s rule.

Nvidia’s Hardware and Software Competition 8/24/23 Aug 24, 2023

Nvidia’s blowout earnings is flexing its dominance in AI. Revenue at its data center segment, which includes AI chips like the A100 and H100, jumped 141% just from the last quarter. But are the cracks in that already beginning to show? Competition is beginning to emerge – on a software level from startups working on tools to reduce the cost of training and running machine learning models, and on the hardware front – from chipmakers and cloud service providers starting to produce their own AI chips.

Nvidia’s High-Stakes Earnings 8/23/23 Aug 23, 2023

Can Nvidia do it again? Its blowout last quarter fueled a 220% rally this year and sent the market into an AI craze. Amid sky-high expectations, it might be the most crucial print of the season. The chipmaker has been the biggest contributor to the Nasdaq 100’s rally this year, and the options market is now bracing for a 10% move.

Softbank’s Arm Reports Declining Revenue, Narrowing Profits 8/22/23 Aug 22, 2023

Softbank-owned Arm reported declining revenues and narrowing profits in its IPO filing last night, bringing into question whether Softbank founder and CEO Masayoshi Son will be able to pull off what’s expected to be the biggest U.S. debut this year. Son has said he wants Softbank to lead the AI revolution, with Arm as its biggest driver. But just how central is the chip designer to the revolution anyway? Its own filing said that its processors may not be suitable for AI purposes, and its biggest market, smartphones, is in decline.

Previewing Arm’s F-1 8/21/23 Aug 21, 2023

Softbank’s chip designer Arm is expected to file its F-1 for IPO today, revealing key finances and operations. But whether investors will buy its $64 billion pre-IPO valuation hinges on the filing showing that chip designer is truly at the center of the AI boom, as Softbank founder Masa Son claims, and not actually more like AI-adjacent. The listing would be the biggest in the U.S. in almost two years, and could jump start the IPO market.

Instacart and Arm Reportedly Planning September IPOs 8/18/23 Aug 18, 2023

Instacart is reportedly planning to go public in September, and though public markets haven't been kind to gig economy companies, Instacart may be different. It has already achieved GAAP net income on its ad business, and is building up a leadership team of advertising heavyweights. Plus, Softbank’s chip designer Arm could also file its prospectus next week, in what would be 2023’s largest IPO and another big boost for U.S. listings.

The Musk Distraction Machine, Plus Microsoft’s Bing Struggles in AI Search Race 8/17/23 Aug 17, 2023

The Information's Jessica Lessin calls it the Musk Distraction Machine - cage matches and incessant memes that are designed to distract us from focusing on what's really happening at his businesses of X, Tesla, and SpaceX - and she says, don't fall for it. Plus, Microsoft is struggling hard against Google in the search engine wars, with Bing just barely gaining market share since the beginning of the year. Deepwater’s Gene Munster thinks Google will be the clear winner in the AI race, especially with the tech giant’s Gemini model set to launch soon.

Intel Hits Snag in Plans to Enter Faster-growing Foundry Business 8/16/23 Aug 16, 2023

Intel is scrapping a $5.4 billion deal for the Israeli chipmaker Tower Semiconductor after failing to get regulatory approval from China, where it derives more than 25% of its revenues. The deal falling through represents a big roadblock for CEO Pat Gelsinger's plans to enter the faster-growing foundry business, which would allow it to manufacture semiconductors for other companies. But one analyst writes, that might not even matter, since no one owns the stock for the foundry business. It’s also another way for China to fight back against the U.S. in the tug-of-war over chip supremacy.

Fund Managers’ Tech Trades Revealed in Q2 13-Fs 8/15/23 Aug 15, 2023

Fund managers who leaned into the tech rally and AI hype cycle saw big payoffs, according to this quarter's 13-Fs. Tech-focused funds saw 15% gains year-to-date, about three times that of the average hedge fund. The group also added to top AI plays, including 16 million shares of Nvidia and 12 million shares of Microsoft. We also take a look at which fund managers went against the grain with some under-the-radar trades.

TechCheck+ Opendoor CEO 8/11/23 Aug 11, 2023

Shares of Opendoor plunging 30% since the company reported a steep revenue decline despite managing to turn a profit. Deirdre Bosa speaks with CEO Carrie Wheeler in her first broadcast interview since assuming the position about the quarter, the state of the iBuying business model in today’s market, and more.

Disney’s Streaming Price Hikes, Plus X CEO Says Platform is Close To Breaking Even 8/10/23 Aug 10, 2023

Disney posting mixed Q3 results, as CEO Bob Iger laid out a plan to make streaming a key growth driver, including a new focus on its ad-supported tier and announcing price hikes on ad-free versions of Disney+ and Hulu. Plus, newly-appointed CEO of “X” Linda Yaccarino claimed today that the company is soon to be cash flow positive, creating a safe brand, seeing advertisers return and – perhaps the point of giving an interview 8 weeks after becoming CEO – that she’s a stable, steady hand with full autonomy from Elon Musk.

Duolingo CEO on Earnings, Plus ESPN’s Bombshell Deal 8/9/23 Aug 09, 2023

Duolingo is one of the biggest earnings movers of the day after reporting a 62% year-over-year growth in daily active users. Its CEO Luis von Ahn joined to discuss what’s driving the price action, innovations in education technology, and the company’s expansion plans. Plus, Disney is set to report third quarter results after the bell. Investors are keeping an eye on its streaming division, growth in parks, and clues about a bombshell sports betting deal announced yesterday. In a big move for ESPN and Disney, it’s set to rebrand casino company Penn Entertainment’s sportsbook as ESPN BET in a 10-year, $2 billion deal.

Paramount Earnings Raises the Bar For Disney, Plus the CHIPS Act Turns One 8/8/23 Aug 08, 2023

: Shares of Paramount are lower today despite topping revenue expectations in its Q2 results. The beat raises the bar for Disney, which reports after the bell today amid a host of industry-wide challenges, including an ad contraction, pressure to cut streaming costs and a strike. And then there are the company-specific issues that Disney faces, including the performance of its franchise films, attendance issues at parks, and more. Plus, the $53 billion CHIPS Act aimed to jump-start the production of leading-edge semis in America - but a year later, funds have yet to be dispersed -- and firms have already spent billions of dollars. We report from a soon-to-be Wolfspeed chip plant in Siler City, NC.

Doctors Use AI to Fight Burnout, Plus Eric Hippeau on AI Healthcare Use Cases 8/7/23 Aug 07, 2023

Artificial intelligence is now disrupting one of the biggest headaches in healthcare – paperwork. Medical notes take doctors and nurses hours every day, and cut into time with patients. The National Bureau of Economic Research estimates that using AI for administrative tasks could save the U.S. health system $200 billion to $300 billion a year. Plus, Eric Hippeau, one of the leading venture capital investors in the healthcare industry, says there's a huge use case for AI, including opening access to primary care - but estimates we're still in the second inning and warns we're not at a stage yet where AI can reliably replace workers.

Amazon’s Blowout Quarter, Plus Opendoor Turns a Profit 8/4/23 Aug 04, 2023

Shares of Amazon are rocketing today, on pace for its best day since November after reporting a blowout second quarter and issuing upbeat guidance. It beat on the top line and notched its biggest bottom line beat since 2020, boosted by CEO Andy Jassy’s aggressive cost-cutting efforts. Shares of Opendoor though, headed the other direction – plummeting more than 20% on a steep revenue decline despite managing to turn a profit. We asked CEO Carrie Wheeler in her first broadcast interview since assuming the position about the quarter, the state of the iBuying business model in today’s market, and more.

Amazon Earnings Preview: Focus on Cloud, Capex 8/3/23 Aug 03, 2023

Amazon reports after the bell - and investors' eyes are on the cloud. Over the last 6 quarters, growth in its cloud business AWS has slowed significantly, to an expected 10% in tonight's report, and investors are anxious to know whether the slowdown has bottomed... or could head even lower. Another data point to keep an eye on – capex. Big tech companies that have already reported including Microsoft, Alphabet and Meta have all mentioned that big investments in AI have pushed up spending. Investors will be watching closely how Amazon’s plays out.

Arm Reportedly Targets $60B-$70B September IPO 8/2/23 Aug 02, 2023

Softbank-backed Arm is reportedly targeting a $60B-$70B September IPO - one of the biggest in tech history. The company licenses out chip designing to tech giants including Apple, Amazon, Microsoft, Nvidia, and Intel. Softbank founder Masa Son couldn't have timed it better as the need for computing power and AI chips booms. But there are still risks, including a slowdown in smartphone sales, and faces competition from an open source chip design architecture firm called RISC-V.

Uber’s Q2: Profitability, Ad Business in Focus 8/1/23 Aug 01, 2023

Uber just reported its first-ever profitable quarter - but just how sustainable is it? GAAP net income was $394 million, but nearly all of that was due to a pre-tax benefit related to unrealized gains on Uber's equity investments. It holds stakes in self-driving tech companies Aurora, electric scooter startup Lime, ridesharing companies DiDi and Grab, and electric aircraft company Jovy. Its advertising business though is seeing new growth. It launched video ads on Uber, Uber Eats, Drizly and in-car tablets, reporting ad revenue run rate of over $650 million, and more than 400,000 active advertising merchants for the quarter.

Walmart Buys Tiger Global’s Stake in Flipkart for $1.4B, Plus Morgan Stanley on Adobe and Salesforce 7/31/23 Jul 31, 2023

The funding and valuation environment for startups remains challenged, but Tiger Global has notched one big, multi-billion dollar exit recently. After a rough 2022, Tiger told investors today it net a total of $3.5 billion from selling its remaining stake in Indian e-commerce startup Flipkart; a much-needed win for Tiger. Plus, Morgan Stanley analyst Keith Weiss has two big calls out today – upgrading Adobe to overweight on its roadmap to AI monetization, and downgrading Salesforce to equal weight on a lack of near-term catalysts.

Special Report: Tech Earnings Scorecard 7/28/23 Jul 28, 2023

CNBC's Deirdre Bosa covers Tech earnings, deal making and M&A activity. Plus, are more strikes coming in Hollywood?

Nvidia Triumphs as Big Tech Talks Up AI Investments 7/28/23 Jul 28, 2023

Though it hasn't even reported yet, Nvidia seems to be the clear winner this earnings season. Three of the biggest tech companies reported this week – Microsoft, Alphabet and Meta – and all said they’re spending more on building infrastructure to support AI cloud computing. That means less traditional server chips, and more of Nvidia's advanced GPUs.

Big Tech Earnings Preview, Plus TikTok’s Push Into E-commerce 7/25/23 Jul 25, 2023

Tech heavyweights Alphabet and Microsoft report second quarter earnings after the bell today, the first that’ll show investors whether the hype around AI is justified. But there are some red flags to look out for, including tech’s massive outperformance this year, high expectations for AI, and decelerating cloud growth and capex. Plus, TikTok keeps pushing the envelope. Despite having a regulatory target on its back in the U.S., the social media platform recently announced a push into music as well as e-commerce. Could it be America’s first super app?

The Tech Trade, Positioning into the Print, and Fighting AI Plagiarism 7/24/23 Jul 24, 2023

A big week for big tech with Alphabet, Microsoft, Intel and Meta results on deck. We’ll drill down on the name one analyst says is the best positioned in AI. Plus, Verizon, NXP Semiconductors, and Anywhere Real Estate are on deck with results. We’ve got the action, the story, and the trade in Earnings Exchange. And we’ll speak with a recent college graduate who built an AI-detecting program from his college dorm room.

Special Report: Lyft CEO David Risher & Big Tech Earnings 7/21/23 Jul 21, 2023

CNBC's Deirdre Bosa previews earnings next week from Microsoft, Alphabet and Meta. Bosa also spoke exclusively with Lyft's new CEO, David Risher, as he gets set to wrap up his first 100 days in office.

Pandemic “Left for Dead” Stocks See New Life, Plus Apple Is Reportedly Developing Its Own AI Tools 7/19/23 Jul 19, 2023

Carvana is surging more than 30% after striking a new debt restructuring deal despite remaining deeply unprofitable. It's part of a host of pandemic high-flyers that investors left for dead but are now rebounding including Robinhood, Coinbase, Peloton, Affirm, and OpenDoor – all with different business models but characterized by weak financials and high valuations. Plus, Apple is reportedly developing its own AI tools, including a large language model and an internal chatbot that engineers have dubbed “Apple GPT.”

AI Gold Rush Slows, Plus Shares of AT&T Near 30-Year Lows 7/18/23 Jul 18, 2023

The AI gold rush that has seen billions of dollars poured into startups might already be slowing down. Two AI chatbots are laying off workers, as the field for startups grows crowded, businesses begin to demonstrate they don’t all survive as standalone products, and investors grow impatient for impact on revenue. Plus, shares of AT&T are near their lowest in 30 years as analysts try to gauge potential financial liability following a report on toxic lead cables. It comes on top of repeated downward revisions for its wireless and fiber growth, and a slowdown in subscriber growth.

Investors Bail on Cathie Wood’s Popular ARKK ETF 7/17/23 Jul 17, 2023

Cathie Wood's flagship ARKK Innovation ETF has seen net outflows of $234 million this year and $740 million in the past 12 months, plus Assets Under Management crater from $30 billion during pandemic highs to less than $9 billion today. But maybe the biggest knock against Wood? ARKK has underperformed the Nasdaq and $QQQ since its 2014 inception. We raised the question with her on Friday during our Tech Check special.

Special Report: Tech Earnings, Venture Debt & Hollywood on Strike 7/14/23 Jul 15, 2023

CNBC's Deirdre Bosa previews earnings next week from Netflix and Tesla. Cathie Wood, Ark Invest CEO, to discusses the A.I. space, ARK’s ETF hitting an 11-month high and what stocks she is watching in the tech space. Emil Michael, former Uber chief business officer, discusses the recent stock pop, competition in the space and more. Plus, Hollywood on strike and venture capital loans disappear.

FTC Files Appeal To Pause Microsoft Activision Merger as Deadline to Close Deal Looms 7/13/23 Jul 13, 2023

FTC Chair Lina Khan was grilled today by the House Judiciary Committee over the agency’s increasing court losses. The agency today also filed its appeal to pause the Microsoft Activision merger. Microsoft has until July 18 to close the deal, when it'll have to either renegotiate terms or abandon the deal and pay a $3 billion break fee.

Amazon Prime Day Drives Record Sales, Plus Nvidia In Talks to Anchor Arm’s IPO 7/12/23 Jul 12, 2023

Early Prime Day data looks positive for Amazon, with shoppers spending $6.4 billion on the first day, up almost 6% from last year and making for the single biggest e-commerce day in 2023 according to Adobe. Former Target Vice Chair Jerry Storch joins us for a read on the consumer. Plus, less than two years ago Nvidia tried to buy Arm for some $40 billion, but failed because of anti-trust issues. Flash forward to today, and Nvidia could reportedly anchor the chip designer’s IPO – set to be the biggest this year.

Amazon Prime Day Kicks Off 7/11/23 Jul 11, 2023

Amazon Prime Day Kicks Off

Description: Amazon Prime Day begins today -- Adobe forecasts the 2-day sales event will drive $13.1 billion in U.S. online spend, 9.5% more than last year. As for Prime signups though? Consumer Intelligence thinks memberships are at saturation, estimating 167 million Americans are members, down from 170 million last year.

AI’s Existential Threat, Plus Amazon Prime Day Forecast 7/10/23 Jul 10, 2023

Sarah Silverman and other authors are suing Meta and OpenAI over claims of using their content without permission to train chatbots. It raises the question of whether copyright is an existential threat to AI, and the limits of how much AI can actually leverage content on the internet. Plus, Amazon Prime Day kicks off tomorrow – but how much do we care? Many investors aren’t buying the stock for e-commerce anymore, instead shifting focus to the faster-growing and more lucrative AWS and even advertising businesses instead.

Special Report: All Things Tech & AI 7/7/23 Jul 07, 2023

CNBC's Jon Fortt discusses all things tech including Amazon's advantage in A.I and Meta's "Threads" app.

VC Funding Slump Persists, Plus Alibaba Shares Soar After Ant Group Fine 7/7/23 Jul 07, 2023

Despite the hype around generative AI, the funding environment for startups and VCs remains tight according to Pitchbook data. Softbank though is bucking that trend with a new investment in a Japanese robotics startup, just weeks after promising to go back on the offensive. Plus, shares of Alibaba soared today after China hit Ant Group with a nearly $1 billion fine, signaling an end to its era of tech crackdowns, allowing the company and private enterprises in the country more broadly to revive growth.

Uber, DoorDash, GrubHub Sue NYC Over Minimum Wage Law, Plus Amazon Faces Mounting Competition Risks from China 7/6/23 Jul 06, 2023

Gig economy stocks like Uber and DoorDash hit session lows after saying they're suing New York City over a law that raises delivery workers' minimum wage to $17.96/hour, nearly tripling their base pay. But it changes the calculus as investors continue to look to the apps for profitability. Plus, as the U.S. gets tough in the tech fight against China, Amazon could be caught in the middle. Biden administration cloud restrictions could hurt AWS, while Chinese e-commerce sites like Pinduoduo’s Temu and Shein are also quietly making inroads with American consumers.

Jassy Cracks Down on Studio Spending, Plus A New Potential Cloud Restriction 7/5/23 Jul 05, 2023

Amazon CEO Andy Jassy’s tenure has been characterized by greater fiscal discipline, and now he’s reportedly looking to streaming as a way to cut costs – taking a hard look at the finances of producing pricey original like “Rings of Power” and “Citadel” despite mixed ratings. Plus, Chinese companies have been exploiting loopholes in the U.S. export ban on chips – including by renting access to high-end chips and their compute power through cloud companies like Amazon’s AWS and Microsoft’s Azure. A new Biden administration restriction could curb that.

AI Startups Drive Dealmaking Rebound 7/3/23 Jul 03, 2023

AI startups saw a funding explosion this year, with more than 20 generative AI unicorns now in the landscape, according to Pitchbook data. OpenAI backer and Inflection AI co-founder Reid Hoffman discussed what’s next for these startups, and whether they’ll be able to outlast the megacaps.

AI Investing & Tech IPO's 6/30/23 Jun 30, 2023

In this special report, CNBC's Diedre Bosa discusses money flowing into AI, the lack of tech IPO's and the downstream impact on Bay Area real estate.

Number of AI Unicorns Surge, Plus The FTC Plans Amazon Antitrust Suit 6/29/23 Jun 29, 2023

AI startup Typeface announced today it raised $100 million at a $1 billion valuation. It’s the latest in a string of new AI unicorns – a bright spot amid a wider slowdown in startup funding. Plus, the FTC is gearing up for its biggest suit against Amazon yet, according to Bloomberg. What it could mean for Amazon’s already razor-thin e-commerce margins.

China Narrows Gap in AI Dealmaking Race, Plus Tech IPOs Lag 6/28/23 Jun 28, 2023

There's a race between the U.S. and China to find AI winners at the earliest stages, and so far the U.S. has been way ahead. But China is quickly closing the gap, with Chinese AI venture dealmaking at more than 70% that of U.S. this year - and we're only halfway through. Plus, where are the tech IPOs? Despite the AI hype, new AI unicorns seemingly daily, and investors unable to get enough of the few companies that are already public, tech IPOs have remained on the sidelines - and big names don't look ready to test the waters anytime soon.

AI Deal Making Heats Up, Plus AI Election Impact 6/27/23 Jun 27, 2023

Data is the new gold in the generative AI race - and companies want to harness the power of their own data instead of giving it to ChatGPT or another software application. That idea may be behind a flurry of recent deals in the AI space. Plus, a panel of AI experts at the Aspen Ideas Festival, including Google DeepMind COO Lila Ibrahim, weigh in on whether they’re worried about how AI will impact misinformation in upcoming elections.

Big Tech Pullback Warnings, Plus UBS downgrades Alphabet 6/26/23 Jun 26, 2023

Analysts have been warning of increased concentration in mega-cap tech for a while, with little impact on those names. Is it time now for a pullback? Plus, UBS downgraded Alphabet today to neutral from buy, saying the stock has limited upside and that it may not be the best way to capitalize on the AI wave.

Chips Act Eligibility Expands, Plus A Read on the Private Markets 6/23/23 Jun 23, 2023

Suppliers are now able to apply for funding under the Chips Act after the Biden administration broadened the companies that are eligible, 11 months after it became law. Plus, the CEO of Forge Global, a secondary marketplace where insiders can buy and sell shares of private companies, says AI names are still hard to buy.

AWS CEO Discusses New AI Innovation Center, Plus FTC vs. Microsoft/Activision 6/22/23 Jun 22, 2023

AWS is investing $100M in a center to help its customers use generative AI, in a push to keep up with rivals Microsoft and Google. Deirdre Bosa sits down with AWS CEO Adam Selipsky. Plus, the first of a five-day hearing between Microsoft and the FTC kicked off today, to determine the fate of a $69 billion deal to buy Activision in the U.S.

Alibaba Announces Surprise Leadership Shakeup 6/20/23 Jun 20, 2023

Alibaba announced this morning Chairman and CEO Daniel Zhang will be stepping down from the company, to be replaced with longtime Alibaba veterans Joe Tsai and Eddie Wu respectively. The installment of two Jack Ma insiders might indicate the tech billionaire is still calling the shots, despite disappearing from public eye the past few years after regulatory scrutiny.

The Next Seven 6/16/23 Jun 16, 2023

By now we've all heard of the Magnificent Seven - the handful of gargantuan tech stocks responsible for the majority of the market's gains. But we dug into the NEXT seven -- filled with legacy tech and AI-related names that are also seeing gains this year.

Adobe Earnings Preview, Plus Lyft Acquisition Rumors Swirl 6/15/23 Jun 15, 2023

Will Adobe earnings after the bell prove it's an AI winner or loser? Bears would argue popular models like Dall-E and Midjourney undermine the company, though bulls might say Adobe represents one of the best professional applications of AI. Plus, analysts have pegged Lyft as a potential acquisition target, with possible buyers including big tech companies like Google and Amazon, automakers, and private equity.

TechCheck+ Dot Com vs. AI Mania: Comparing 1999 and 2023 6/13/23 Jun 13, 2023

Tech has come roaring back in 2023. And the biggest narrative this year – artificial intelligence. If it feels like a moment of gigantic hype – you wouldn’t be mistaken. But so was 1999. This week on TechCheck – comparing two moments of hype: the dot com bubble and AI mania.

Intel’s New Foothold in the Chip Wars, Plus CalSTRS CIO Cautions Against Tech Rally 6/13/23 Jun 13, 2023

Intel is reportedly in talks with Softbank to be a strategic investor to anchor chip designer Arm’s IPO. It could be a way for Intel to work with big names like Apple, Amazon, and Meta and others on the back-end. Plus, the Chief Investment Officer of the nation’s second-largest pension fund cautions against the tech rally and warns that AI is overhyped.

Meta Internal Meeting Reveals Jabs at Apple and a Twitter Competitor 6/9/23 Jun 09, 2023

In the battle of the titans, Apple and Meta have long been locking horns on products, privacy, and now the new era of headsets. In leaked audio from an internal all-hands meeting, there were reports that Zuckerberg criticized the Vision Pro, particularly its price tag. The meeting also revealed the tech giant is now working on a Twitter competitor, though many apps have tried and failed.

Tech’s Return to Office Tactics 6/8/23 Jun 08, 2023

Three different approaches may be emerging for how tech companies are trying to lure employees back into the office. Google – which had been using carrots like a Lizzo concert, is instead shifting to sticks – with a crackdown on office attendance and tracking badges. Salesforce, on the other hand, is trying out altruism – offering to donate $10 to local charities for each day an employee is in the office or attends a company event.

Data is Gold in AI Race, Plus Roblox CEO on Potential Apple Partnerships 6/7/23 Jun 07, 2023

If "data is gold" in the shift to AI, big tech companies that have been collecting data for decades might have a huge leg up -- if they can balance increased costs as they work on accommodating a new hardware and infrastructure shift. Plus, Roblox CEO Dave Baszucki says developers are flocking to its spatial computing platform, though Apple had only announced it was using Unity Software to bring apps and games to its headset.

Sequoia Capital Splits Into Three VC Firms 6/6/23 Jun 06, 2023

Sequoia Capital, one of the world’s largest and most successful VC firms, told investors today it will split into three partnerships, separating its China and India units. It’s been a tough first year for U.S. and Europe lead Roelof Botha – the tech market turned, and amid rising geopolitical tensions, he oversaw billions in devalued investments.

Apple Unveils Vision Pro Headset 6/5/23 Jun 05, 2023

There's a lot at stake for Apple as it hits all-time highs the same day it reveals its new mixed-reality headset, the Apple Vision Pro. Even though it’s eventually aimed at the general public, it’s first up to developers to create apps and games that will level up the product, differentiate it from other headsets, and make it enticing for consumers.

MongoDB Bucks Cloud Slowdown, Plus Telecom Stocks Fall on Amazon Prime Mobile Report 6/2/23 Jun 02, 2023

Shares of MongoDB are surging almost 30% today after posting an earnings beat and offering strong guidance when its competitors aren’t, bucking the trend of a slowdown that PagerDuty and Salesforce are warning of. Plus, shares of telecom stocks are falling after a report that Amazon is in talks to offer a free mobile service for Prime customers. Amazon said it is not in talks to offer wireless anytime soon while T-Mobile and Verizon have said they’re not in discussions with the tech giant.

Tech Carries the Market, Plus Previewing Broadcom Earnings 6/1/23 Jun 01, 2023

Big tech has been carrying the market once again; without the 7 megacaps responsible for the market's gains, the S&P would be down for the year, instead of up 10%. Plus, Broadcom posts earnings after the close. The chip company has a high bar to meet after a surge analysts are calling “parabolic.”

Nvidia Throws Intel a Bone, Plus Amazon Workers Plan Walkout 5/31/23 May 31, 2023

Nvidia CEO and AI kingmaker Jensen Huang out with a vote of confidence for Intel, saying their test chips “look good.” It could mean advanced chipmaking is coming back home. Plus, Amazon workers are planning a walkout today, citing the company’s return to office policies and recent layoffs.

The New FAANG and Predicting the AI Monetization Cycle 5/30/23 May 30, 2023

We may need a new "FAANG" to describe the tech basket powering market gains this year, and some analysts are suggesting the "Magnificent Seven," which include Nvidia and Tesla. Plus, during the mobile internet platform shift, semis were the first to be recognized by markets, then infrastructure, and finally software. That may point to what the next trillion dollar company is after Nvidia.

The Week AI Got Real (For Profits) 5/26/23 May 26, 2023

AI is in its peak hype cycle stage, but this was the week it also started to matter to companies’ bottom line. Nvidia’s blockbuster quarter and then Marvell showed that AI is creating real revenue right now. But what about the real costs for all those Nvidia customers who are buying silicon to up their server game? We look at the different players and how investors are absorbing the changes.

TechCheck+ Henry Winkler of HBO's 'Barry' 5/26/23 May 26, 2023

CNBC’s Carl Quintanilla is joined by Emmy-award winning legend Henry Winkler to break down his final performance as acting teacher Gene Cousineau on HBO’s “Barry” as the series comes to a close. They discuss Henry’s sources of inspiration while playing the role of Gene, why he says writers are the "beating heart" of every project he’s worked on and how he maintains his “cool” nearly 50 years since his debut as The Fonz on “Happy Days.”

Riding Nvidia’s Wave: Other AI Stock Plays, Plus A Closer Look at its Valuation 5/25/23 May 25, 2023

Nvidia stock is surging today and nearing a trillion dollar valuation, driven by spiking demand for its AI GPUs. But there may be other ways to play that boom. Taiwan Semi manufactures Nvidia and other big tech companies’ chips, and Softbank-owned Arm helps companies bring AI chip design in-house, cutting out the middleman. The stock is actually cheaper now than it was yesterday, thanks to a “guidance for the ages.”

Meta’s Newest Round of Layoffs, Plus Netflix Cracks Down on Password Sharing 5/24/23 May 24, 2023

Meta announced today it would start another round of layoffs, part of the ten thousand roles CEO Mark Zuckerberg said would be cut in March. Plus, Netflix begins to roll out its plan to make users pay extra to share accounts.

Yelp Jumps on Activist Investor Letter, Plus Generative AI Use Explodes at Enterprises 5/23/23 May 23, 2023

The activist investor pushing Yelp to explore a sale told CNBC’s Deirdre Bosa that CEO Jeremy Stoppelman uses the company as his own personal piggy bank while the rest of us lose money, thanks to a “puppet board.” Plus, generative AI use has surged at enterprises, according to a new report from data management startup Databricks.

Uber Cuts San Francisco Office Space, Plus China’s Micron Ban 5/22/23 May 22, 2023

Uber is offloading a third of its office space in an example of a dire vacancy situation in San Francisco and how the city will struggle to bring back workers and its economy. Plus, Micron shares fall after Chinese authorities barred some of its large companies from buying its chips.

Big Tech Props Up The Market 5/19/23 May 19, 2023

We’re seeing the greatest outperformance of tech versus the S&P 500 ever, with the rally concentrated in just a handful of big tech names including Nvidia, Meta, Google and Amazon. But investors looking for the next big winner in the space might set their sights on Oracle.

Alibaba Announces Cloud Unit Spinoff, Plus An AI-Washing Warning 5/18/23 May 18, 2023

Alibaba’s stock has gone nowhere since announcing its six-way breakup, and is still down today despite making its cloud spinoff official. Plus - what is AI-washing, and why should investors be on the lookout for it?

Elon Musk Criticizes OpenAI, Plus Stability AI CEO Talks Business Models 5/17/23 May 17, 2023

In a CNBC Exclusive interview, Elon Musk voiced concerns about how much control Microsoft has over OpenAI. Satya Nadella has rejected that, but it raises the question again of whether big tech will gobble up smaller incumbents in this emerging industry. Plus, Stability AI CEO Emad Mostaque explained why his open-source business model is important for transparency.

AI Faces Congress 5/16/23 May 16, 2023

OpenAI CEO Sam Altman’s debut on Capitol Hill seemed more collaborative than combative, unlike tech hearings we’ve seen over the past. He agreed with lawmakers in calling for more AI oversight, saying that safe development of the technology requires companies to do good, regulatory intervention from the government, and public education.

AI’s Threat to Ad Agencies, Plus Apple’s Mega Market Cap 5/15/23 May 15, 2023

Ad agencies are topping analysts' lists of businesses most at risk of AI automation, but ad titan Sir Martin Sorrell argues the technology will be a net positive for the industry. Plus, Apple is now worth more than the combined market cap of the Russell 2000 – but as the tech giant grows, so does the question of whether it’s overpriced.

Under-the-Radar AI Picks 5/12/23 May 12, 2023

Analysts today have called out a few stocks that could be under-the-radar beneficiaries of AI. CNBC’s Steve Kovach breaks that down – plus one company that has been singled out as an AI loser.

Softbank Slumps, Plus Character.ai CEO talks monetization 5/11/23 May 11, 2023

Softbank posted a record $32 billion loss at its Vision Fund tech investment arm as executives promise the company are going on the offensive on AI. But is it too little too late? Plus, character.ai has become an example for tech investors of an AI bubble – after the company raised a billion dollars without seeing any revenue. CEO Noam Shazeer talked monetization, use cases, and how they landed their partnership with Google Cloud.

Google I/O Recap 5/10/23 May 10, 2023

Google held a much anticipated event today, but what really caught the investors’ attention was its demonstration of AI integration with search.

PayPal vs. Block Valuations, Plus Amazon Offers Pickup Incentive While Spotify Cracks Down on AI Streams 5/9/23 May 09, 2023

PayPal is the better profitability play, yet trails Block’s valuation by a mile. But does any of that matter when pretty much all of fintech are commodity services anyway? Plus, Amazon is offering a $10 incentive for some customers who choose to pick up a purchase in store instead of have it delivered, and Spotify is tackling AI bots who inflate streaming numbers.

AI Threatens Ad Industry 5/8/23 May 08, 2023

Investors are trying to price in the downside stock impact of the AI boom, and advertising agencies like WPP, Omnicom Group and Publicis Groupe could be at risk. That’s after a report that Amazon is working on its own AI tools to generate photos and videos that could help it push more ad formats to smaller sellers. Analysts, meanwhile, are warning (and even putting together stock baskets) of other companies under threat.

Block CFO & Dropbox CEO weigh in after earnings 5/5/23 May 05, 2023

Block CFO Amrita Ahuja discusses the company’s earnings, cash app growth, and how worked it with regulators about the issues raised in a short seller report around its verification and compliance programs. Plus, Dropbox CEO Drew Houston says AI played a role when it cut 16% of its workforce last week, but warns that “replacing people with AI shouldn’t be the only motivation.”

TechCheck+ AI Roadkill 5/5/23 May 05, 2023

You’ve heard about the AI winners – Microsoft, Google, Nvidia and others leading the shift. But what about AI roadkill? The companies who could see their entire business models eviscerated by the coming wave of generative AI? Edtech company Chegg was the first public company to blame AI and ChatGPT for a weak outlook, and lost 50% of its value in one day. But it won’t be the last. This week on TechCheck weekly, the companies most at risk from the AI revolution.

Previewing Apple Earnings Plus Big Tech At The White House 5/4/23 May 04, 2023

Apple is set to report earnings after the bell today, but calling it just a hardware or software company is stale. Instead, Deirdre Bosa explains why more and more analysts are naming it a “can’t live without” consumer staples company. Plus, some of the biggest names in tech including Microsoft CEO Satya Nadella and OpenAI CEO Sam Altman were at the White House today, meeting with Biden himself to discuss tech's moral responsibilities around AI development.

Chegg Shares Sink on ChatGPT Threat, Plus AI’s Larger Impact on Business and Society 5/2/23 May 02, 2023

Chegg shares were cut nearly in half after its CEO described how students have increasingly turned to ChatGPT in recent months, hurting new user growth. And that’s not the only company with big news today on AI disruption. IBM said it plans to pause hiring for roles that could be replaced by AI, showing just how much the new technology is creeping into all corners of society. But is AI ultimately going to be a net positive or net negative? A CNBC panel weighs in.

Softbank’s Arm Files For IPO & How Google Lost Its Edge to OpenAI 5/1/23 May 01, 2023

Softbank’s chip designer Arm has confidentially filed to go public, seeking a valuation of $30 billion to $70 billion in what is shaping up to be the biggest IPO of the year. Could it be the key to thawing a frozen IPO pipeline? Plus, investor Brad Gerstner lit into Sundar Pichai for losing Google’s AI lead to OpenAI, leaving investors questioning whether he can get tough on the issue.

TechCheck+ The Creators of HBO's Watergate series 'White House Plumbers' 5/1/23 May 01, 2023

Carl Quintanilla sits down with Alex Gregory and Peter Huyck, co-creators, writers and executive producers behind HBO’s five-part mini-series “White House Plumbers” based on the true story of Nixon's Watergate "masterminds," E. Howard Hunt and G. Gordon Liddy. The two discuss balancing historical fact and satire, the painstaking process behind recreating real-life locations, and why both Gregory and Huyck believe the show’s fresh take on the famous robbery is “the greatest story people have never heard.”

Digging into Snap, Pinterest, and Amazon earnings 4/28/23 Apr 28, 2023

Snap and Pinterest stock are both plummeting today as they warn of ad revenue challenges ahead – even though other big tech names that reported this week are showing advertising resilience. Plus, an Amazon analyst explains why the market might be underappreciating the stock, despite showing positive Q1 metrics like growing profitability and curbing expenses.

AI’s Proving Ground, Plus Microsoft & Alphabet Earnings 4/25/23 Apr 25, 2023

Microsoft and Alphabet both report earnings today – key for investors will be what they signal about AI in terms of announcements already made and what’s in store.

TechCheck+ Google on Defense 4/21/23 Apr 21, 2023

Is something happening to Google’s dominance? For two decades it enjoyed one of the best business models in history – search. The stock boomed. The company grew and acquired its way to becoming one of the biggest companies in the world. But today Alphabet finds itself cutting staff and facing new competition from ChatGPT and Bing at a pivotal time. Why that matters, and why maybe it doesn’t matter at all.

Tesla Margins Shrink & So Do Tiger Global’s Returns 4/20/23 Apr 20, 2023

Tesla cut prices a half dozen times in the last 6 months, and that cut into margins for the latest quarter. As investors are focused on the COST-CUTTING side of the portfolio and what that will do to earnings, we look at the revenue side and how margins could be squeezed from the top line. PLUS – more numbers and performance from Tiger Global as the private markets in tech catch up to the public ones.

Google’s New Phone. Why? 4/19/23 Apr 19, 2023

CNBC reported that Google is at work developing its new Pixel phone with a foldable screen – set for a June release and costing in the realm of $1700. Why does Google still invest in phones and physical hardware with such small market share and cost-cuts in other businesses? The answer is in Android and its overwhelming market share, and why it may need leverage in that competition.

Nvidia’s AI lead, Netflix earnings & Meta’s non-meta plays 4/18/23 Apr 18, 2023

A bull-bear debate on wall street about Nvidia as Microsoft reportedly starts to work on its own chip production. Plus – a look at the stakes for Netflix earnings and what else Meta is doing outside the metaverse.

Samsung CONSIDERED Replacing Google Search 4/17/23 Apr 17, 2023

Deirdre is back with the story of Samsung considering switching from Google as its default search engine. Where’d it think about going? Microsoft Bing of course. Why ChatGPT and Bing could destabilize Google’s Search dominance.

Tesla Price Cuts & Walmart Sells Bonobos 4/14/23 Apr 14, 2023

Tesla just keeps cutting prices. A sign of strength or weakness? And Walmart is selling Bonobos for much less than it bought it for. What that says about its e-commerce ambitions.

Jassy’s Letter to Amazon Shareholders 4/13/23 Apr 13, 2023

Amazon CEO Andy Jassy published his letter to Amazon shareholders this morning – we parse some of the messages and themes that’ll play out for the rest of 2023 and beyond.

Mad MAX from Warner Brothers Discovery, and Apple iPhone Buttons 4/12/23 Apr 12, 2023

Warner Brothers and Discovery combining HBOMax and Discovery+ and naming it… Max? Inside WBD’s new streaming service. Plus – the difference between a solid-state button and physical button, why some people love physical buttons, why iPhone might stick with them, and why that’s tanking one hardware company’s stock.

PC Demand Falls 4/10/23 Apr 11, 2023

CNBC’s Steve Kovach and Kristina Partsinevelos report on demand fears from top technology producers.

TechCheck+ Creator of 'Extrapolations' on Apple TV+ 4/6/23 Apr 06, 2023

Carl Quintanilla sits down with Scott Z. Burns, the creator, EP, and showrunner of 'Extrapolations' on Apple TV+ for a long-ranging conversation on how the star-studded series is reimagining climate change storytelling. He shares how teaming up with Al Gore on 'An Inconvenient Truth' influenced his filmmaking journey, how he curated an A-list cast, and why he feels Hollywood has an obligation to portray the truth about our planet in the hopes of reimagining a brighter future for generations to come.

Learn from Chamath Palihapitiya's Mistakes, Plus Big Tech Stocks, Congress & China 4/6/23 Apr 06, 2023

Chamath Palihapitiya released his annual investor letter. His SPACs and public investments have cratered. Where to look for lessons in that performance and what he’s doing now. Plus – the overall rally in tech stocks: where are we in the cycle? And lawmakers meet with big tech companies. At stake? China, setting up what could be one of the major fault lines in the US economy over the next decade.

TechCheck+ Sports Rights Sleeper Hold 4/6/23 Apr 06, 2023

Ari Emanuel & Vince McMahon. WWE & UFC. Apple & Major League Soccer? A whole lot of investors, owners, CEOs and companies are betting that the value of televised sports is going up. It’s in limited supply. What Endeavor’s deal to pull WWE & UFC together tells us about media valuations and where things are headed for the tech companies trying to get involved.

Google Takes On Nvidia in AI 4/5/23 Apr 05, 2023

AI is redrawing the lines of competition in big tech. Today it's Google going after Nvidia, arguing its supercomputers / computing capacity is faster (and, attention ESG investors, greener).

WWE UFC Math, Plus The Most 2023 VC Deal of 2023 4/3/23 Apr 03, 2023

Ari Emanuel and Endeavor are buying the WWE and merging it with UFC. We break down the math. Plus the most 2023 VC deal of 2023 -- investing in investing in t-bill management. Why a bunch of high-growth investors are excited about a 5% yield product and backing Zamp Finance.

Why Are Chinese Tech Companies Breaking Up? 3/31/23 Mar 31, 2023

First Alibaba, now JD.com – why some of the largest Chinese tech companies are splitting up, preparing for spin-offs and IPOs of parts of their business, and what that tells us about the Chinese market.

The Government Comes For Crypto Again & Twitter Lost 24 Billion Dollars 3/27/23 Mar 27, 2023

Today the CFTC sues Binance, CEO CZ and other members of management, arguing they “have failed to properly supervise Binance’s activities and, indeed, have actively facilitated violations of U.S. law.” Oops. Plus – Elon Musk says Twitter is now worth $20 Billion after buying it for $44 Billion six months ago, the AI chatbot battles chapter 598477556, and the TikTok rally.

Another VC Bubble? And how the tech rally is all Apple & Microsoft 3/24/23 Mar 24, 2023

Is there a bubble already brewing in VC? A billion dollar valuation for a pre-revenue AI company, backed by Andreessen Horowitz. Or maybe, this time it's different... And how the rally in tech stocks is all Apple and Microsoft, and maybe a bit of Nvidia too. What does that concentration signal.

TechCheck+ Amazon’s Missing Profit 3/24/23 Mar 24, 2023

What happened to Amazon’s stock? It’s underperformed the S&P and its big tech peers since the start of 2020. The answer lies in what happened to its profitability during that time frame. The company grew sales, grew headcount, grew its physical footprint, and for a time, grew its share price… But profits never materialized, and investors care in 2023.

Chinese Tech Stocks Sit Back & Another AI Gold Rush 3/21/23 Mar 21, 2023

Tech has outperformed in 2023, but Chinese tech stocks have been sitting out this rally. The $KWEB is down 8% this year. Plus – AI announcements today from Nvidia, Google and Adobe.

Investors in La La Land & Another Reason to Fear the Bank Runs 3/17/23 Mar 17, 2023

Tiger Global is reportedly writing down its venture portfolio – marking to market some of those massive unicorn investments it made before the market for tech companies and valuations tumbled. But by and large, private valuations have been able to stay in a land of make-believe, as recent IPOs and SPACs get whacked. And Crowdflare says hacking attempts are on the rise because of, yes, the turmoil at SVB.

TechCheck+ The VC Bailout 3/17/23 Mar 17, 2023

Investors in Silicon Valley Bank were wiped out; depositors were saved. But what about the investors in Silicon Valley? We look at how VCs were the major beneficiaries of the SVB backstop as the companies that they invest in and rely on for their returns survived. What comes next for those VCs and startups now.

The “Bizarro Trade” in Tech, and What Happens if TikTok Is Banned 3/16/23 Mar 17, 2023

Why are tech stocks rallying in the face of bank crises and broader market uncertainty – yields. Bad news is back to being good news for high-growth tech companies, at least when it comes to share price. And what exactly would a TikTok ban – or spinoff – look like, and is it even possible.

Stocks Suffer Post-SVB and Foxconn Says Demand for Consumer Electronics is Getting Weaker 3/15/23 Mar 15, 2023

Stocks fell sharply on Wednesday – we look at how investing in tech has changed post-SVB. Plus – Foxconn has a warning for investors, and is planning a move outside of China.

TechCheck+ 'The Mandalorian' Creator Jon Favreau On The Storytelling Process 3/15/23 Mar 15, 2023

CNBC’s Carl Quintanilla sits down with Jon Favreau – creator, executive producer, and writer behind "The Mandalorian" as it enters its third season on Disney+. The two discuss the challenges of reimagining the "Star Wars" universe for devoted and new fans alike and how audience feedback enriches the storytelling process. Favreau also opens up about his experience working with Disney, Bob Iger's return, and how nostalgia can fuel stories that center on a shared human experience.

The Meta Layoffs 3/14/23 Mar 14, 2023

Inside Mark Zuckerberg’s decision to lay off another ten thousand employees at Meta

TechCheck+ Jack Henry CEO David Foss on SVB collapse 3/24/23 Mar 14, 2023

Jack Henry CEO David Foss discusses how the SASS operator supports regional banks and how the fallout from Silicon Valley Bank's collapse could change the banking industry.

The Failure and Savior of Silicon Valley Bank, and Why Tech Stocks Are Rising 3/13/23 Mar 13, 2023

Tech moved decidedly higher Monday following the U.S. government’s decision to backstop Silicon Valley Bank’s depositors – why, what that tells us about tech investors, and what comes next.

TechCheck+ Oscars Preview & The Future of Moviegoing 3/10/23 Mar 10, 2023

CNBC’s Julia Boorstin is on the red carpet ahead of Sunday’s Oscars with an expert cast to talk all things media, streaming & moviegoing. Julia spoke with Gail Berman, producer of Oscar nominated “Elvis” along with Jackie Brenneman from The Cinema Foundation and Matthew Belloni from Puck.

The Fallout and Failure of Silicon Valley Bank 3/10/23 Mar 10, 2023

A run at Silicon Valley Bank, a failure and the regulators take over. Inside the fallout of a major bank seizing up, and how it will ripple through the market, through tech, through the investment landscape.

TechCheck+ Zuckerberg’s Steve Jobs Moment 03/10/23 Mar 10, 2023

Mark Zuckerberg has promised this is the “year of efficiency” – out is the metaverse, in are cost cuts, focus, discipline. But one noted tech investor says it’s about more than just righting the cost structure of the business and cutting some payroll – it’s about repositioning the company to take advantage of the next great wave of computing. Couldn’t do this and not mention A.I. once. Can Zuckerberg turn around this ship, and what his relationship with Wall Street can tell us.

TechCheck+ Bessemer Venture Partners' Elliott Robinson 3/9/23 Mar 09, 2023

CNBC TechCheck Anchor Deirdre Bosa talks with Elliott Robinson of Bessemer Venture Partners about the current market outlook amid rising interest rates and macroeconomic concerns.

Silvergate, Silicon Valley Bank & UBER For Spinning Out Your Logistics Business 3/9/23 Mar 09, 2023

Tough morning if your company name begins with S-I-L. Tough morning if you’re a California-based bank. Tough morning if you’re a bank that dove into tech. Deirdre reports, tying together the drama at Silvergate and Silicon Valley Bank, crypto and the startup/private tech company ecosystem. And why might Uber spin out its freight business, and more importantly, why now.

Software Buyouts 3/8/23 Mar 08, 2023

"a difficult time in this market" -- can make for some interesting opportunities. Deirdre looks at a few possible buyout targets within software, based off the reported deal that Silverlake is trying to make for Qualtrics. But could others be coming, and at what prices? Also some quick analysis from Orlando Bravo.

MORE Layoffs at Meta and Sonos As Higher-Price Case Study 3/7/23 Mar 07, 2023

Why are tech companies doing multiple rounds of layoffs? Meta reportedly the latest. Investor Brad Gerstner told CNBC today: “This is a re-founding moment for Zuckerberg akin to Jobs coming back to Apple and realizing the complex management blob had undermined talent, velocity and invention.” And SONOS – out with a new high-end connected speaker today. Why did it price it here in this economic environment? We talked to CEO Patrick Spence.

What Musk vs AWS Tells Us About Cloud Pricing and An ARM IPO A-Coming 3/6/23 Mar 06, 2023

Elon Musk is reportedly looking to cut his AWS bill, and it’s highlighting a major theme in software right now: how consumption-based fee models are affecting enterprise cloud companies. If you only pay for what you use, and you use less… you’re going to pay less, and what does that do for Amazon, Microsoft, Google’s growth rates. PLUS – reports that an ARM IPO is coming to the US. A major exit for Softbank and Masa Son and a major loss for the London Stock Exchange. LISTEN UP.

Semi Hot Start To The Year, Amazon HQ HOLD ON, and The Debacle at Silvergate 3/3/23 Mar 03, 2023

Semiconductor stocks have outperformed this year – why, why now and what it has to do with AI and ChatGPT. Amazon pausing further construction on its HQ2 in Virginia. PLUS – MORE crypto fallout, this time in the banking world and its hitting a publicly traded stock Silvergate

TechCheck+ AI’S “iPhone Moment” – Separating ChatGPT Hype and Reality 03/03/23 Mar 03, 2023

In the first installment of TechCheck Weekly, Deirdre Bosa looks at the next stage in the AI arms race: the hype wars -- whose announcements are real, which companies are best positioned and why it matters for investors.

The Real Story in Enterprise Spending and Cash Burn 3/2/23 Mar 02, 2023

Salesforce was strong, but Snowflake and Box forecasts have the street worried. Plus – speaking of growth, Rivian’s cash burn has us thinking about the biggest burners of all time – think Uber and Netflix and Tesla. Where burn stops burning from here.

The Pressure on Salesforce and Putting The Instacart Before The Horse 3/1/23 Mar 01, 2023

Salesforce reported strong numbers, but it’s under pressure from a number of activist investors pushing for margin growth. And the IPO market has been frozen shut. Could Instacart warm it up?

A TikTok Ban and Everyone’s Trying to Make an AI Announcement 2/28/23 Feb 28, 2023

What would a TikTok ban mean for American tech companies amid a wider U.S. / China decoupling in tech, and Deirdre runs through all the companies trying to make an AI announcement – what’s real and what’s flextape.

TechCheck+ Cleo Capital’s Sarah Kunst on black VCs' investment dollars 2/28/23 Feb 28, 2023

CNBC’s Julia Boorstin spoke with Sarah Kunst of Cleo Capital about a new report in partnership with Harvard Business School that examines U.S. venture assets under management. The report shows that just 1% of venture capital in 2020 was managed by black investors. The two break down the report and talk about solutions to the industry’s diversity problem.

The Quality Question for tech stocks, and Nvidia’s AI ChatGPT Opportunity 2/27/23 Feb 27, 2023

Deirdre Bosa debuts the new TechCheck format – the stories investors need to know within tech. The gang starts with a discussion of unprofitable, high-beta tech stocks, with Zoom earnings coming after the bell and a lot more software names this week. The Nasdaq 100 is coming off its worst week of the year, with unprofitable names underperforming and “quality” names holding up the best. A bright spot though? Nvidia. We look at the opportunity for Nvidia in ChatGPT, AI products, and the demand they could create for raw computing power.

LA Clippers Owner & Former Microsoft CEO Steve Ballmer on Artificial Intelligence & NBA Tech Initiatives 2/17/23 Feb 17, 2023

Our anchors begin today’s show with CNBC’s Steve Liesman breaking down the Fed’s messaging around rate hikes, and CNBC’s Kate Rooney looks at the risk-on rally driving Bitcoin higher. Then, CNBC’s Mike Santoli looks at short sellers closing out their tech bets, and our Deirdre Bosa shares highlights from her post-earnings interview with DoorDash CEO Tony Xu. Next, our Julia Boorstin reports on the continued weakness in the ad market, and Procore CEO Tooey Courtemanche discusses the construction software firm’s performance in Q4. Later, Los Angeles Clippers owner Steve Ballmer joins for a deep dive into the latest tech developments in the NBA and his outlook for Microsoft’s artificial intelligence initiatives.

TechCheck+ Exclusive: SNAP CEO Evan Siegel 2/16/23 Feb 17, 2023

CNBC’s Julia Boorstin sits down with SNAP CEO Evan Siegel to discuss the increase in active users and the company’s roadmap for how it will exceed 1 billion users.

Three C-Suite Perspectives on Results: Twilio CEO Jeff Lawson, Synopsys CEO Aart de Geus & Toast CEO Chris Comparato 2/16/23 Feb 16, 2023

Our anchors begin today’s show with CNBC’s Steve Liesman reporting on New York Fed data showing an increase in household debt, and CNBC’s Kristina Partsinevelos covers a few companies that could become profitable sooner than expected. Then, Twilio Co-Founder and CEO Jeff Lawson breaks down the enterprise software firm’s earnings sending shares higher, and our Julia Boorstin looks at quarterly results from Roku and Paramount. Next, Synopsys CEO Aart de Geus breaks down the chip designer’s latest earnings and shares his outlook for the broader semiconductor space. Later, Toast CEO Chris Comparato joins after the restaurant fintech company posted a beat in Q4, and our Jon Fortt shares highlights from his Fortt Knox update with NerdWallet CEO Tim Chen.

TechCheck+ The Future of A.I. Technology & Impact on Education 2/15/23 Feb 15, 2023

As 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.' Plus, how AI will affect the future of learning as the technology is increasingly integrated in the classroom.

Akamai CEO Tom Leighton on Earnings, Airbnb Delivers in Q4 & Goldman Sachs Scraps DTC Credit Card Plan 2/15/23 Feb 15, 2023

Our 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 credit card.

TechCheck+ CookUnity CEO on Creating a Chef-To-Consumer Marketplace 2/14/23 Feb 14, 2023

CNBC'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 and the chef apps.

Inflation Rises to Start 2023, GlobalFoundries CEO Thomas Caulfield on Earnings & Checking the State of Venture Capital 02/14/23 Feb 14, 2023

Our 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 latest results, and Oppenheimer Executive Director Owen Lau shares his bull case for digital currency exchange Coinbase.

Lawmakers Renew Calls for TikTok Ban, Check Point Software CEO Gil Shwed on Earnings & Evercore ISI Upgrades Zillow to Buy 2/13/23 Feb 13, 2023

Our 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 Holland looks at Salesforce attracting the attention of activist investors. We also discuss the uptick in retail inflows with CNBC’s Kate Rooney and Interactive Brokers Chief Strategist Steve Sosnick. Later, Evercore ISI Head of Internet Research Mark Mahaney explains his decision to upgrade Zillow.

TechCheck+ NFL’s Chief Media Officer on the Future of Sports Streaming 2/11/23 Feb 12, 2023

CNBC’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 Feb 10, 2023

We 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, and CNBC’s Kristina Partsinevelos reports on demand for tech employees as more companies announce layoffs.

TechCheck+ Oma Fertility CEO on using AI to improve IVF outcomes 2/10/23 Feb 10, 2023

CNBC'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 and affordable.

TechCheck+ Tala founder and CEO Shivani Siroya on fintech's global growth 2/9/23 Feb 09, 2023

CNBC'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 Feb 09, 2023

We 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 Affirm and Robinhood, and CNBC’s Hugh Son covers the state of the tech IPO market. Later, Morgan Stanley Managing Director Brian Nowak discusses Google’s push into AI, and CNBC’s Kristina Partsinevelos looks at layoffs affecting the semiconductor space.

Alphabet Plunges on AI Chatbot Rollout, Uber’s Earnings Beat the Street & Khosla Ventures Founder Vinod Khosla on Artificial Intelligence 2/8/23 Feb 08, 2023

Our 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’s Kate Rooney looks ahead to fintech earnings from Robinhood and Affirm this afternoon. Later, Khosla Ventures Founder Vinod Khosla shares his perspective on big tech’s push into artificial intelligence.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

TechCheck+ Gecko Robotics CEO on AI, robotics & renewable energy 1/26/23 Jan 26, 2023

CNBC'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 power grids with AI, advanced robotics and sensors to withstand an energy blockade.

Tesla Surges on Q4 Results, JetBlue CEO Robin Hayes on Earnings & Meta to Reinstate Former President Trump’s Facebook Account 1/26/23 Jan 26, 2023

Our 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 why Wall Street loves share buybacks. CNBC’s Kate Rooney also reports on financial services company Stripe moving closer to an IPO, and MoffettNathanson Partner Lisa Ellis shares her outlook for stocks in the payments space. Later, our Julia Boorstin looks at Meta planning to reinstate former President Trump’s Facebook and Instagram accounts.

Microsoft Delivers Mixed Earnings, Department of Justice Files Lawsuit Against Google & Silicon Valley Bank CEO Greg Becker on Venture Capital 1/25/23 Jan 25, 2023

Our 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 CEO Greg Becker shares his outlook for venture capital in 2023.

TechCheck+ Plaid CEO Zach Perret on his 2023 fintech predictions 1/24/23 Jan 24, 2023

CNBC'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 Jan 24, 2023

Our 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 subscribers in the U.S. Later, Plaid CEO Zach Perret joins for a look at fintech in the year ahead.

Spotify Announces Layoffs, Playing the China Tech Rally & Big Banks Plan New Payment Wallet 1/23/23 Jan 23, 2023

Our 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 and MSA Capital Managing Partner Ben Harburg, and CNBC’s Phil LeBeau looks at new auto prices to start 2023. Later, CNBC’s Kate Rooney and Wolfe Research analyst Darrin Peller discuss big banks planning a new payment wallet.

Alphabet Announces Layoffs, Netflix Surges on Q4 Subscriber Adds & President Biden’s Tech Scorecard 1/20/23 Jan 20, 2023

Our 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 also delivers breaking news on Goldman Sachs’ consumer business facing a Federal Reserve investigation, and CNBC’s Steve Kovach reports on Apple’s plans to move chip production in-house. Later, CNBC’s Seema Mody breaks down the bullishness for dual-listed stocks as China reopens, with analysis from KraneShares CIO Brendan Ahern.

TechCheck+ Cybersecurity Tech with Walmart's Chief Information Security Officer 1/19/23 Jan 19, 2023

CNBC’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 working to mitigate the shortage of 700,000 cybersecurity professionals in the U.S.

Big Tech Earnings Season Gets Started, Breyer Capital CEO Jim Breyer on Meta & Crypto Lender Genesis Prepares to File for Bankruptcy 01/19/23 Jan 19, 2023

Our 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 hitting its debt limit. Later, Crossmark Global Investments CIO Bob Doll offers his predictions for 2023, and CNBC’s Kate Rooney covers crypto lender Genesis preparing to file for bankruptcy.

Microsoft Announces Layoffs, Mastercard CEO Michael Miebach on Consumer Demand & Walmart Ups Investment in Tech 1/18/23 Jan 18, 2023

Our 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 Frank Holland reports on Walmart’s investments in tech to boost sales. Later, Bernstein analyst Mark Moerdler joins after naming Microsoft his top long-term recession pick.

TechCheck+ The Future of Biotech Innovation and Investment 1/17/23 Jan 17, 2023

CNBC'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 Jan 17, 2023

Our 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 M&A, and Splunk CEO Gary Steele weighs in on cybersecurity and the cloud. Later, Guggenheim Partners analyst John DiFucci joins after downgrading Microsoft to a sell rating.

What Q4 Bank Earnings Mean for Tech, Retail Investors Return to Meme Stocks & Apple CEO Tim Cook Takes 40% Pay Cut 1/13/23 Jan 13, 2023

Our 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’s Robert Frank covers the IRS delaying its tax-reporting rule for payment apps. CNBC’s Kate Rooney also reports on retail investors piling back into meme stocks, and Morgan Stanley Managing Director Brian Nowak also discusses whether AI chatbot ChatGPT will have a long-term impact on Alphabet’s margins. Later, VMware CEO Raghu Raghuram joins after the company was named to JUST Capital and CNBC’s annual “Just 100” list, and CNBC’s Steve Kovach covers Apple CEO Tim Cook taking a 40% pay cut.

Nelson Peltz Launches Proxy Fight with Disney, December CPI Data Shows Inflation Easing & Box CEO Aaron Levie on Software Outlook 1/12/23 Jan 12, 2023

Our 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 start 2023. CNBC’s Frank Holland also explains why a dramatic drop in capital gains from IPOs, stock sales and options is weighing on California’s state budget. Later, CNBC’s Jennifer Elias covers Alphabet cutting staff in its health sciences unit, and cloud content management firm Box CEO Aaron Levie shares his outlook for the software sector.

Barclays Cuts Estimates on Apple, Digital Advertising Trends to Watch in 2023 & Gauging a Potential Tech Stock Recovery 1/11/23 Jan 11, 2023

Our 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 Capital General Partner Deena Shakir looks at the latest trends in biotech. Later, CNBC’s Brandon Gomez takes a deep dive into some gig economy stocks on CNBC’s “Just 100” company rankings, and Acme Capital Founder Hany Nada discusses the potential for a recovery in tech names.

TechCheck+ Pay Equity with 'Girls Who Code' founder Reshma Saujani Jan 10, 2023

CNBC'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 and how companies stack up when it comes to eliminating systemic barriers for hiring.

Medtronic CEO Geoffrey Martha on Biotech Developments, Coinbase Announces Layoffs & Novartis CEO Vasant Narasimhan Shares Health Care Outlook 1/10/23 Jan 10, 2023

Our 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 his outlook for health care, and CNBC’s Seema Mody reports on large institutional investors betting big on China.

China Tech Rallies to Start 2023, What’s to Expect from IPOs This Year & WWE Explores a Sale 1/9/23 Jan 09, 2023

Our 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 shares his outlook for the IPO market in 2023. Later, our Julia Boorstin reports on Vince McMahon returning as CEO of WWE to explore selling the company.

TechCheck+ Magic Leap CEO Peggy Johnson from CES on the AR revolution 1/6/23 Jan 06, 2023

CNBC’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 interest in the consumer market, raising funds in the current investor landscape, and why Johnson thinks now is the time to embrace the “AR revolution.”

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 Jan 06, 2023

Our 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 advertising, and our team debates the soaring valuation of ChatGPT creator OpenAI. Later, our Julia Boorstin covers aspects of the metaverse in focus at the Consumer Electronics Show in Las Vegas.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

Finding Value in E-Commerce, The State of Big Tech Regulations & What to Expect from Disney in 2023 12/21/22 Dec 21, 2022

Our anchors begin today’s show with Plexo Capital Founding Managing Partner Lo Toney discussing the e-commerce landscape for 2023, and MoffettNathanson analyst Sterling Auty joins with his top picks in software. Then, we take a deep dive into the state of big tech regulations with CNBC’s Ylan Mui and Platformer News Founder Casey Newton. Later, CNBC’s MacKenzie Sigalos covers FTX Founder Sam Bankman-Fried’s return to the U.S. to face criminal charges, and Wells Fargo analyst Steven Cahall outlines his favorite media stocks for the year ahead.

What to Expect from Amazon’s Holiday Season, Wedbush Initiates Coverage Across Software & Finding Top Chip Picks for 2023 12/20/22 Dec 20, 2022

Our anchors begin today’s show with CNBC’s Mike Santoli covering the market’s reaction to the Bank of Japan shifting policy on yields, and Big Technology newsletter author Alex Kantrowitz weighs in on what to expect from Amazon this holiday season. Then, KBW Managing Director Sanjay Sakhrani discusses Apple’s investments in fintech, and Wedbush analyst Taz Koujalgi joins after initiating coverage on software names including CrowdStrike, MongoDB and Okta. CNBC’s Steve Kovach also covers the ongoing battle between Meta and the FTC over antitrust concerns. Later, we dive into a pair of top chip picks for 2023 with Cowen Managing Director Krish Sankar and Needham analyst Rajvindra Gill.

Nasdaq Volatility Continues Into Year-End, Citi Names Amazon Top 2023 Pick & Cowen Calls Take-Two Interactive Best Idea in Gaming 12/19/22 Dec 19, 2022

Our anchors begin today’s show with CNBC’s Mike Santoli analyzing the Nasdaq’s volatility heading into year-end, and Wedbush Securities Managing Director Sahak Manuelian offers his outlook for software and semiconductors. Then, CNBC’s Steve Kovach covers Elon Musk’s latest Twitter poll on whether he should step down as the platform’s CEO, and “Margins” Editor Ranjan Roy discusses opportunities ahead for Meta. Next, Citi Managing Director Ron Josey joins after naming Amazon his top Internet pick for 2023, and CNBC’s Kate Rooney reports that FTX Founder Sam Bankman-Fried plans to surrender himself to U.S. extradition. Later, Wall Street Journal reporter Gunjan Banerji discusses the state of retail trading, and Cowen Managing Director Doug Creutz explains why he named Take-Two Interactive his top gaming idea for 2023.

Citi Names Microsoft Top Large-Cap Software Pick, Adobe CEO Shantanu Narayen on Earnings & The Bull Case for Airbnb 12/16/22 Dec 16, 2022

Our anchors begin today’s show with BMO Wealth Management Chief Investment Strategist Yung-Yu Ma discussing how to navigate tech following yesterday’s massive sell-off, and Citi analyst Tyler Radke joins after naming Microsoft his top large-cap software pick. Then, our Jon Fortt shares highlights from his exclusive post-earnings interview with Adobe CEO Shantanu Narayen, and Battery Ventures General Partner Dharmesh Thakker weighs in on the current environment for M&A. Later, Cowen analyst Kevin Kopelman explains why he named Airbnb his best idea for online travel in 2023.

Tech Roiled by Market Sell-off & Finding Top Chip Stocks for 2023 12/15/22 Dec 15, 2022

Our anchors begin today’s show with NorthmanTrader Founder Sven Henrich offering his insight on the Fed announcing another 50-basis-point rate hike. Then, we cover Jefferies downgrading Snap to hold with our Julia Boorstin and the analyst behind that call, Brent Thill. Next, CNBC’s Steve Kovach looks at the big tech names hit hardest by this morning’s sell-off, and Satori Fund Founder Dan Niles weighs in on the turbulence roiling the markets. We also take a deep dive into the impact of Elon Musk’s Twitter takeover on Tesla with FullCycle Founder and Managing Partner Ibrahim AlHusseini and Oppenheimer analyst Colin Rusch. Later, Morgan Stanley analyst Joseph Moore and Cowen analyst Matthew Ramsay outline their top semiconductor stocks for 2023.

Finding Value in the Cloud, Goldman Sachs Names Uber Top 2023 Pick & Cloudflare CEO Matthew Prince Shares Cybersecurity Outlook 12/14/22 Dec 14, 2022

Our anchors begin today’s show with CNBC’s Mike Santoli offering his thoughts ahead of another potential rate hike from the Fed this afternoon, and Wilmington Trust Head of Investment Strategy Meghan Shue discusses value opportunities in the cloud. Then, Goldman Sachs Managing Director Eric Sheridan joins after naming Uber his top pick for 2023, and CNBC’s Steve Kovach explains why millions in profits from Apple’s App Store could be at risk from a new EU law targeting big tech. Later, Former Commodity Futures Trading Commission Chairman Timothy Massad weighs in on crypto regulations, and Cloudflare CEO Matthew Prince shares his take on the broader cybersecurity sector.

New FTX CEO John J. Ray III Testifies Before the House Financial Services Committee 12/13/22 Dec 13, 2022

We spend today’s show covering new FTX CEO John J. Ray III testifying before the House Financial Services Committee on the crypto exchange’s collapse.

Thoma Bravo Buys Coupa, Cowen Names Netflix Top Large-Cap Pick & Finding Fintech Plays for 2023 12/12/22 Dec 12, 2022

Our anchors begin today’s show with CNBC’s Steve Liesman covering New York Fed data showing a decline in one-year inflation expectations, and Destination Wealth Management CEO and Founder Michael Yoshikami discusses M&A opportunities in tech. Then, Cowen analyst John Blackledge joins after naming Netflix his top large-cap pick for 2023, and CNBC’s Kate Rooney looks at the latest in crypto as FTX Founder Sam Bankman-Fried gets set to testify tomorrow before the House Financial Services Committee. Later, Former Tesla Board Member Steve Westly discusses Elon Musk’s Twitter takeover, and Mizuho Managing Director Dan Dolev outlines his top picks across fintech.

TechCheck+ Netflix's 'The Playlist' Creative Team on Spotify's Story 12/09/22 Dec 09, 2022

CNBC's Carl Quintanilla breaks down the story of Spotify with the creative team behind Netflix series 'The Playlist' for the latest episode of digital interview series 'Binge.' Lead Writer Christian Spurrier and Director-Creator Per-Olav Sørensen share the challenges and extensive research involved in telling a story that's still unfolding, how Spotify co-founder and CEO Daniel Ek inspired the show's lead character, and why the tech founder fixture has captivated Hollywood producers and audiences alike.

FTC Sues to Block Microsoft’s Purchase of Activision, DocuSign CEO Allan Thygesen on Earnings & Procore CEO Tooey Courtemanche on Enterprise Software Demand 12/9/22 Dec 09, 2022

Our anchors begin today’s show with CNBC’s Steve Kovach covering the FTC suing Microsoft to block the company’s acquisition of Activision-Blizzard, and our Julia Boorstin reports on another high-profile set of hearings between Meta and the FTC. Then, Verge Editor-in-Chief Nilay Patel discusses the state of tech M&A, and DocuSign CEO Allan Thygesen joins as shares surge after beating the Street in Q3. Next, BMO Wealth Management Chief Investment Strategist Yung-Yu Ma takes a deep dive into opportunities in the chip space, and we circle back to the FTC’s lawsuit against Microsoft with CNBC’s Kayla Tausche. Later, we share highlights from the latest episode of our Carl Quintanilla’s “Binge” digital series with the creative team behind Netflix docu-drama “The Playlist,” and construction software firm Procore CEO Tooey Courtemanche offers his outlook for enterprise demand.

C3 AI CEO Tom Siebel on Results, Disney Launches Ad-Supported Tier & HashiCorp CEO Dave McJannet on Q3 Performance 12/08/22 Dec 08, 2022

Our anchors begin today’s show with CNBC’s Frank Holland covering the start of the “Salesforce World Tour” in New York City as CEO Marc Benioff delivers his keynote. Then, Bespoke Investment Group Co-Founder Paul Hickey weighs in on small-cap tech, and C3 AI CEO Tom Siebel breaks down the enterprise software provider’s latest results. Next, Wall Street Journal reporter Tim Higgins breaks down the impact of Elon Musk’s Twitter takeover on Tesla, and our Julia Boorstin looks at Disney Plus launching its new ad-supported tier. Later, CNBC’s Kayla Tausche reports on states banning TikTok on government devices, and HashiCorp CEO Dave McJannet joins after beating the Street in Q3.

TechCheck+ Netflix's 'Wednesday' Creators on Reimagining 'The Addams Family' 12/7/22 Dec 07, 2022

CNBC's Carl Quintanilla speaks to Al Gough and Miles Millar, creators, showrunners and executive producers of Netflix’s ‘Wednesday.’ They discuss how the series reimagines beloved ‘Addams Family’ member Wednesday as an angst-filled teenager, and how the show uniquely explores the notorious misanthrope's experiences at a supernatural boarding school all while navigating her emerging psychic abilities. The creators also open up about working with famed director Tim Burton, how the Netflix experience compares to their work on television mega-hit ‘Smallville’ and the unique challenges for storytellers developing and running a show in a streaming era. Recorded 11/25/22

MongoDB CEO Dev Ittycheria on Earnings Beat, Fmr. Theranos President Sunny Balwani Awaits Sentencing & SentinelOne CEO Tomer Weingarten on Q3 Results 12/7/22 Dec 07, 2022

Our anchors begin today’s show with MongoDB CEO Dev Ittycheria discussing the software firm’s latest earnings, and CNBC’s Steve Liesman breaks down new data on investor sentiment from the All-America Economic Survey. Then, Oppenheimer Managing Director Jason Helfstein weighs in on regulatory headwinds affecting Meta, and CNBC’s Kate Rooney shares new reporting on life behind the scenes at FTX. Next, CNBC’s Kristina Partsinevelos breaks down the top Nasdaq movers of the morning, and Bank of America Managing Director Vivek Arya offers his outlook for domestic chip production following President Biden’s visit to TSMC’s construction site in Arizona. Later, CNBC’s Scott Cohn covers the upcoming sentencing of Former Theranos President Sunny Balwani, and SentinelOne Co-Founder and CEO Tomer Weingarten joins on the cybersecurity firm’s Q3 results.

Breaking Down Salesforce’s C-Suite Shake-Up, The Case for Growth Tech & President Biden Visits TSMC’s Arizona Construction Site 12/06/22 Dec 06, 2022

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 Partsinevelos reports on President Biden traveling to visit chipmaker TSMC’s construction site in Arizona, and Bernstein Managing Director Stacy Rasgon joins to discuss the broader supply chain landscape for semiconductors.

Bear Case Scenarios for Amazon, Circle CEO Jeremy Allaire on Reversing Decision to Go Public & Ghana Hosts Africa’s First-Ever Bitcoin Conference 12/5/22 Dec 05, 2022

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 morning. Later, Circle CEO Jeremy Allaire explains why the crypto company called off its deal to go public, and CNBC’s MacKenzie Sigalos reports live from Africa’s first-ever Bitcoin conference.

PagerDuty CEO Jennifer Tejada on Earnings, Smartsheet CEO Mark Mader on Q3 Results & Defense Tech Start-Up Anduril Reaches $7 Billion Valuation 12/2/22 Dec 02, 2022

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 technology start-up, reached a $7 billion valuation with a new funding round.

Salesforce Co-CEO Bret Taylor to Step Down, VMware CEO Raghu Raghuram on Multi-Cloud Strategy & Pure Storage CEO Charles Giancarlo on Earnings Beat 12/01/22 Dec 01, 2022

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 cuts and layoffs across tech, and VMware CEO Raghu Raghuram explains his multi-cloud strategy. Later, CNBC’s Ylan Mui brings us the latest headlines as the Senate Agriculture Committee holds a hearing on FTX, and Pure Storage CEO Charles Giancarlo discusses the data storage firm’s latest earnings beat and guidance.

ServiceNow CEO Bill McDermott Shares Cloud Outlook, HPE CEO Antonio Neri on Latest Results & Intuit CEO Sasan Goodarzi on Earnings Beat 11/30/22 Nov 30, 2022

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 League Baseball’s remaining stake in streaming firm BAMTech, and CNBC’s Diana Olick covers Airbnb partnering with several major landlords to allow tenants to list their apartments. Later, CNBC’s Kate Rooney covers the shutdown of crypto exchange Bitfront, and CNBC’s Seema Mody looks at the impact of Covid lockdown protests in China on the broader markets.

Elon Musk Takes Aim at Apple, AWS CEO Adam Selipsky on Cloud Outlook & Breaking Down Internet Activism in China 11/29/22 Nov 29, 2022

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 Services CEO Adam Selipsky. Later, Emily Parker, author of “Now I Know Who My Comrades Are,” offers her perspective on internet activism in China, and CNBC’s Ylan Mui reports on a potential resolution to avert a nationwide rail strike.

Covid Lockdown Protests Sweep Across China, BlockFi Reportedly Plans to File for Bankruptcy & Appian CEO Matt Calkins Kicks Off Cloud Week 11/28/22 Nov 28, 2022

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 Marketing & Insights Patrick Brown discusses e-commerce trends for the holiday season, and we circle back to the demonstrations in China with experts Gordon Chang and Ann Lee. Our Julia Boorstin also breaks down underwhelming box office numbers from Thanksgiving weekend, and CNBC’s Kate Rooney covers crypto lender BlockFi’s reported plans to file for bankruptcy. Later, enterprise software company Appian Founder & CEO Matt Calkins shares his outlook to kick off our annual Cloud Week.

Black Friday Ecommerce Expectations, Shopify President Harley Finkelstein & Apple’s Holiday Quarter 11/25/22 Nov 25, 2022

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 break down the headwinds Apple is facing in its key quarter. Later, Mizuho Analyst Dan Dolev covers what’s in store for fintech as holiday shopping ramps up.

HP Announces Layoffs, Diving into Apple’s Holiday Demand & Klarna CEO Sebastian Siemiatkowski Shares Black Friday Outlook 11/23/22 Nov 23, 2022

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 CNBC’s Jennifer Elias covers fears of mass job cuts at Google. Wedbush Securities Managing Director Dan Ives also offers his outlook for Apple’s holiday demand, and our Julia Boorstin takes a deep dive into a few social media alternatives to Twitter. Later, fintech firm Klarna Co-Founder and CEO Sebastian Siemiatkowski weighs in on what to expect from e-commerce and retail heading into the end of 2022.

FTX Makes First Appearance in Bankruptcy Court, Chainalysis CEO Michael Gronager on Crypto Turbulence & New Disney CEO Bob Iger Announces Restructuring Plans 11/22/22 Nov 22, 2022

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 Partsinevelos covers inventory concerns for chipmakers. Later, CNBC’s Frank Holland breaks down headwinds for UPS and FedEx as e-commerce volumes and consumer demand soften.

Bob Iger Returns as Disney CEO, Checking Consumer Demand Ahead of Black Friday & A Deep Dive into China Tech 11/21/22 Nov 21, 2022

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 crypto exchange’s collapse. Later, Grow Investment Group Chief Economist Hao Hong weighs in on China tech after the country reported its first Covid death in six months.

Palo Alto Networks Surges on Earnings Beat, Incoming Kraken CEO Dave Ripley on Crypto Turbulence & Covering the Upcoming Sentencing of Elizabeth Holmes 11/18/22 Nov 18, 2022

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 Partsinevelos breaks down chip equipment maker Applied Materials’ recent results. Later, our Jon Fortt shares highlights from his interview with Intel Executive Vice President and data center chief Sandra Rivera, and CNBC’s Scott Cohn reports on the upcoming sentencing of Theranos Founder Elizabeth Holmes.

Breaking Down Nvidia’s Q3 Earnings, Airbnb CEO Brian Chesky on Travel Demand & Sonos CEO Patrick Spence on Latest Results 11/17/22 Nov 17, 2022

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. Later, CNBC’s Kayla Tausche reports on the Biden administration’s strategy for safeguarding access to critical products by investing in the supply chains of like-minded countries.

IBM CEO Arvind Krishna on Demand Outlook, CoinShares CEO Jean-Marie Mognetti on Crypto Turbulence & FBI Voices Security Concerns Over TikTok 11/16/22 Nov 16, 2022

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 e-commerce landscape, and our Julia Boorstin covers FBI Director Chris Wray’s security concerns over TikTok. Later, we take a deep dive into the latest round of sweeping layoffs across big tech with CNBC’s Steve Kovach and RBC Managing Director Brad Erickson.

What to Expect from Black Friday E-Commerce, Activist Investor Calls for Cost Cutting at Alphabet & Data Center Face Risks from Climate Change 11/15/22 Nov 15, 2022

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 of crypto exchange FTX, and our Julia Boorstin takes a deep dive into media stakes revealed by major funds ahead of today’s 13F filing deadline. Barclays analyst Mario Lu also offers his take on discretionary consumer tech stocks, and CNBC’s Diana Olick shares new reporting on the risks imposed by climate change on data centers. Later, NYU Professor Arun Sundararajan discusses the importance of building effective and diverse workforces at CNBC’s Technology Executive Council Summit.

FTX Collapse Impacts Ad Markets, CFPB Director Rohit Chopra on Crypto Regulations & Finding Value in Chips and Cybersecurity 11/14/22 Nov 14, 2022

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 Yung-Yu Ma shares his top picks across chips and cybersecurity, and Susquehanna analyst Mehdi Hosseini joins after upgrading chip equipment maker ASML to positive. Later, CNBC’s Frank Holland reports on corporate layoffs in focus at AfroTech, the largest Black tech conference in the country.

CNBC Special: Crocodile Of Wall Street & The Battle Over Billions In Stolen Bitcoin 11/11/22 Nov 12, 2022

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.

Galaxy Digital CEO Mike Novogratz & Shark Tank Investor Kevin O’Leary on FTX Collapse 11/11/22 Nov 11, 2022

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 analyst Joseph Ayoub weighs in on what the FTX crisis means for crypto-related stocks. Later, our Julia Boorstin discusses a string of new executive departures at Twitter.

October CPI Data Sends Tech Soaring, FTX CEO Sam Bankman-Fried Faces Possible Bankruptcy & Unity CEO John Riccitiello on Q3 Results 11/10/22 Nov 10, 2022

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 his take on the fallout from the FTX saga. CNBC’s Mike Santoli and Wilmington Trust Head of Investment Strategy Meghan Shue also take a closer look at the Nasdaq’s gains to start the morning, and Unity CEO John Riccitiello discusses the video game software company’s Q3 results. Later, Newcomer Substack author Eric Newcomer joins for more on the collapse of FTX, and our Julia Boorstin checks in on media stocks responding positively to cooling inflation.

Akamai CEO Tom Leighton on Q3 Results, eToro U.S. CEO Lule Demmissie on Binance-FTX Deal & Gen CEO Vincent Pilette on Earnings 11/9/22 Nov 09, 2022

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 eToro’s U.S. CEO Lule Demmissie explains what the Binance-FTX deal means for the broader digital currency landscape. Later, Gen CEO Vincent Pilette joins to cover the cybersecurity company’s recent results and decision to change its name from NortonLifeLock.

Microsoft Gaming CEO Phil Spencer on Holiday Season Demand, Binance Announces Plans to Buy FTX & FCC Chairwoman Jessica Rosenworcel on Media Landscape 11/8/22 Nov 08, 2022

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 Sam Lessin and MoffettNathanson Partner Lisa Ellis. Later, our Jon Fortt shares highlights from his conversation this morning with FCC Chairwoman Jessica Rosenworcel at the Paley International Council Summit.

Apple Warns of iPhone 14 Shipment Slowdown, Truist Downgrades Tech Sector & GoDaddy CEO Aman Bhutani on Q3 Results 11/7/22 Nov 07, 2022

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 of investments in domestic chip manufacturing. We also take a closer look at global competition in semiconductors with “Chip War” author Chris Miller, and CNBC’s Frank Holland analyzes last week’s brutal losses for cloud stocks. Later, GoDaddy CEO Aman Bhutani takes a deep dive into the internet services platform’s Q3 results.

A Trio of CEOs on Quarterly Results: Twilio’s Jeff Lawson, Expedia Group’s Peter Kern & Microchip Technology’s Ganesh Moorthy 11/4/22 Nov 04, 2022

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 Brothers Discovery plunging after missing on revenue for the quarter, and CNBC’s Becky Quick recaps key headlines from Tesla CEO Elon Musk’s appearance at the Baron Investment Conference in New York City.

Confluent CEO Jay Kreps on Earnings, Robinhood Beats Estimates in Q3 & Equinix CEO Charles Meyers on Latest Results 11/3/22 Nov 03, 2022

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 platform Robinhood’s quarterly figures. Later, CNBC’s Ylan Mui takes a deep dive into PayPal Co-Founder Peter Thiel’s multimillion-dollar investment in the campaign of Republican Arizona Senate candidate Blake Masters, and Equinix CEO Charles Meyers joins as shares soar on the data center company’s results.

ZoomInfo CEO Henry Schuck on Q3 Results, White House Cyber Czar Anne Neuberger on Ransomware & Chegg CEO Dan Rosensweig on Earnings Beat 11/2/22 Nov 02, 2022

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 software company’s latest results, and Piper Sandler analyst Harsh Kumar offers his take on the volatility affecting semiconductor stocks. Later, CNBC’s Eamon Javers shares highlights from his interview with White House Cyber Czar Anne Neuberger, and Chegg CEO Dan Rosensweig takes a deep dive into the education platform beating estimates in Q3.

Uber Beats the Street in Q3, SoFi CEO Anthony Noto on Results & Previewing AMD’s Upcoming Earnings 11/1/22 Nov 01, 2022

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 explains what Uber’s Q3 means for gig economy names like Airbnb, DoorDash and Lyft, and CNBC’s Kristina Partsinevelos covers what investors should watch for as some of the biggest names in chips post earnings. Later, RXO CEO Drew Wilkerson offers a closer look at the truck brokerage business spinning off from freight transportation company XPO Logistics.

Onsemi CEO Hassane El-Khoury on Earnings, Previewing Uber’s Results & Anchorage Digital Announces Partnership with Apollo Global Management 10/31/22 Oct 31, 2022

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 DoorDash, and CNBC’s Eunice Yoon covers reports of Foxconn employees fleeing a Covid lockdown at one of the electronics manufacturer’s plants in China. Later, Anchorage Digital Co-Founder Diogo Mónica breaks down the crypto asset platform’s new partnership with Apollo Global Management.

Elon Musk Takes Over Twitter, Intel CEO Pat Gelsinger on Earnings & Apple’s Results Beat the Street 10/28/22 Oct 28, 2022

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 cutting costs by leasing less real estate.

Meta Plunges on Q3 Earnings Miss, Elon Musk Nears Twitter Deal & Previewing Apple’s Upcoming Results 10/27/22 Oct 27, 2022

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 crypto, and CNBC’s Kristina Partsinevelos covers chipmakers that stand to benefit from increased spending on the metaverse.

Microsoft and Google Sink on Results, A Deep Dive Into E-Commerce & Mobileye CEO Amnon Shashua on Today’s IPO 10/26/22 Oct 26, 2022

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 Spiegel’s recent comments on the metaverse, Apple’s privacy changes and more. Our Jon Fortt also shares highlights from his recent interview with Labor Secretary Marty Walsh and Education Secretary Miguel Cardona. Later, CNBC’s Kristina Partsinevelos discusses the latest quarterly figures from chipmaker Texas Instruments, and Mobileye CEO Amnon Shashua joins after the self-driving tech business went public on the Nasdaq.

Volatility Rattles Chinese Tech, Meta Releases Quest Pro VR Headset & Venmo Launches on Amazon 10/24/22 Oct 25, 2022

Our anchors begin today’s show with Verge Editor-in-Chief Nilay Patel taking a look at what to expect when Alphabet and Microsoft report earnings after the bell. Then, Grow Investment Group Chief Economist Hao Hong offers his insight on the volatility in Chinese tech names, and our Julia Boorstin reports on the release of Meta’s new Quest Pro VR headset. Next, Mark Asset Management CEO and Managing Partner shares his bull case for Meta, and CNBC’s Frank Holland breaks down data analytics company Qualtrics’ latest results. CNBC’s Kate Rooney also covers PayPal launching access to Venmo on Amazon, and J.P. Morgan Global Head of Payments Takis Georgakopoulos weighs in on opportunities in fintech. Later, our Julia Boorstin returns to preview music streamer Spotify’s earnings this afternoon.

Altimeter Capital Calls on Meta to Cut Costs, Growth Headwinds for Microsoft & Previewing Apple’s Earnings 10/24/22 Oct 24, 2022

Our anchors begin today’s show with Julia Boorstin covering activist investor Altimeter Capital calling on Meta to reduce headcount and limit its investments in the metaverse. Then, MoffettNathanson Senior Managing Director Michael Nathanson looks ahead to a massive series of big tech earnings on the horizon, and NorthmanTrader Founder Sven Henrich offers his outlook for the current bear market rally. Next, CNBC’s Eamon Javers shares new reporting on investments in artificial intelligence made by Former Google CEO Eric Schmidt while chairing a federal commission on AI. Later, CNBC’s Steve Kovach breaks down growth headwinds affecting Microsoft ahead of earnings this week, and Evercore ISI analyst Amit Daryanani previews Apple’s upcoming results.

Snap Shares Plunge on Q3 Results, Mercedes-AMG Petronas F1 Team Principal Toto Wolff on Motorsport Growth & Flexport Co-CEO Ryan Petersen on Supply Chain Pressures 10/21/22 Oct 21, 2022

Our anchors begin today’s show covering Snap’s Q3 revenue miss with Platformer News Founder Casey Newton and Big Technology newsletter author Alex Kantrowitz. Then, Canaccord Genuity analyst Kingsley Crane joins with his outlook for Datadog after upgrading the software company to a buy rating, and CNBC’s Steve Kovach takes a deep dive into the impact of currency headwinds on big tech names posting results. Next, we share highlights from our Deirdre Bosa’s interview on the international growth of F1 racing with Mercedes-AMG Petronas Team Principal Toto Wolff and CrowdStrike CEO George Kurtz. Later, we dive back into Snap with UBS analyst Lloyd Walmsley, and our Julia Boorstin recaps her conversation with Flexport Co-CEO Ryan Petersen on decreasing supply chain challenges.

IBM’s Earnings Beat the Street, Tesla’s Revenue Misses in Q3 & A Deep Dive into Digital Advertising 10/20/22 Oct 20, 2022

Our anchors begin today’s show breaking down IBM’s Q3 earnings with MoffettNathanson Partner Lisa Ellis, and Oppenheimer analyst Colin Rusch shares his take on the latest results from Tesla. Then, our Julia Boorstin and Plexo Capital Founding Managing Partner Lo Toney take a deep dive into the digital ad space, and Satori Fund Founder Dan Niles shares his outlook for the broader market volatility. Next, CNBC’s Kristina Partsinevelos reports on the impact of U.S. chip restrictions on China for semiconductor equipment maker Lam Research. Later, our Julia Boorstin returns for a closer look at AT&T as shares surge after posting a beat on the quarter.

Netflix Surges on Q3 Beat, The Bull Case for Enterprise Software & Previewing Tesla’s Earnings 10/19/22 Oct 19, 2022

Our anchors begin today’s show with Julia Boorstin and Cowen analyst John Blackledge breaking down Netflix beating the street in Q3, sending shares surging. Then, BMO Wealth Management Chief Investment Strategist Yung-Yu Ma shares his bull case for enterprise software, and CNBC’s Dom Chu highlights the top Nasdaq gainers of the morning. Later, we take another look at Netflix’s ad-supported tier with Mobile Dev Memo Founder Eric Seufert, and CNBC’s Phil LeBeau previews today’s earnings from Tesla after the bell.

Adobe CEO Shantanu Narayen on Figma Acquisition, Previewing Netflix’s Q3 Earnings & Apple Unveils New iPad 10/18/22 Oct 18, 2022

Our anchors begin today’s show with Adobe CEO Shantanu Narayen offering his outlook for the broader macro environment and the company’s plans to acquire design platform Figma. Then, Bank of America analyst Nat Schindler looks ahead to Netflix’s earnings after the bell, and Arjuna Capital Managing Partner Natasha Lamb shares her top picks across big tech. Next, Needham analyst Charles Shi joins with his growth projections for chipmaker TSMC, and CNBC’s Steve Kovach covers Apple unveiling a slate of new products. Later, CNBC’s Eamon Javers shares new reporting on one of the largest alleged crypto laundering schemes of all time.

LA Clippers Owner Steve Ballmer on New Streaming Service, Netflix Earnings on Deck & Mastercard’s Crypto Trading Program for Banks 10/17/22 Oct 17, 2022

Our anchors begin today’s show with CNBC’s Mike Santoli breaking down the morning’s massive rebound for the Nasdaq, and Los Angeles Clippers Owner and Chairman Steve Ballmer discusses the team’s new direct-to-consumer streaming service. Then, our Julia Boorstin reports on Fox and News Corp potentially exploring a re-merger after splitting in 2013, and Citi Managing Director Jim Suva joins with his bull case on Apple. Later, New Street Advisors Group Founder and CEO Delano Saporu weighs in on the biggest tech earnings of the week ahead, and CNBC’s Kate Rooney covers a new program from Mastercard allowing banks to offer crypto trading to clients.

Banks Kick Off Earnings Season, Apple’s Push to Buy NFL Sunday Ticket & Bernstein Ranks Meta Top Pick 10/14/22 Oct 14, 2022

Our anchors begin today’s show with CNBC’s Mike Santoli breaking down the start of earnings season, and Verge Editor-in-Chief offers his take on Apple’s push to buy NFL Sunday Ticket. Then, Former Cypress Semiconductor CEO TJ Rodgers discusses U.S. chip restrictions on China, and Wilmington Trust Head of Investment Strategy Meghan Shue offers her outlook for how to invest amid the ongoing volatility. Later, CNBC’s Kate Rooney breaks down the recent flood of private equity dollars into Latin America, and Bernstein analyst Mark Shmulik joins after ranking Meta as his top pick.

TSMC Cuts Capital Expenditures, Breaking Down the Travel Demand Environment & White House Council of Economic Advisors Chair Cecilia Rouse on Inflation 10/13/22 Oct 13, 2022

Our anchors begin today’s show with CNBC’s Mike Santoli breaking down the latest CPI data coming in hotter than expected, and Satori Fund Founder Dan Niles shares his thoughts on how to play the volatility in tech. Then, CNBC’s Kristina Partsinevelos reports on chipmaker TSMC cutting capital expenditures, and Morgan Stanley analyst Erik Woodring discusses the current environment for hardware demand. Later, Airbnb CFO Dave Stephenson offers his outlook for travel demand improving, and we take a deeper dive into the morning’s inflation report with White House Council of Economic Advisors Chair Cecilia Rouse.

Microsoft Unveils New Surface Products, The Case for VR in Elder Care & TripActions CEO Ariel Cohen on $300 Million Funding Round 10/12/22 Oct 12, 2022

Our anchors begin today’s show with Morgan Stanley Chief Investment Officer Mike Wilson offering his outlook for equities through the rest of 2022, and Evercore ISI Head of Internet Research Mark Mahaney discusses current valuations across big tech. Next, CNBC’s Kate Rooney takes a deep dive into crypto regulations, and we take a deep dive into Microsoft’s new updates and Surface products with the company’s Corporate Vice President of Modern Life & Devices Yusuf Mehdi. Then, CNBC’s Dom Chu breaks down a slew of tech names hitting all-time lows this week, and Engine Gaming & Media Executive Chairman Tom Rogers makes his case for the use of VR in elder care. Later, TripActions Co-Founder and CEO Ariel Cohen joins after the business travel firm completed a $300 million funding round.

Nasdaq Falls to Lowest Levels Since July 2020, Meta Launches New VR Headset & PagerDuty CEO Jennifer Tejada on Women in Leadership 10/11/22 Oct 11, 2022

Our anchors begin today’s show with CNBC’s Steve Liesman sharing data from the New York Fed showing a sharp decline in one-year inflation expectations, and CNBC’s Mike Santoli breaks down the Nasdaq falling to its lowest levels since July 2020. Next, Madrona Venture Group Managing Partner Matt McIlwain offers his outlook for e-commerce, and our Julia Boorstin joins as she launches her new book – “When Women Lead” – on the advantages of female leaders. Then, Wall Street Journal Senior Personal Technology Columnist Joanna Stern previews what to expect from Meta’s upcoming high-end VR headset, and CNBC’s Robert Frank reports on Meta CEO Mark Zuckerberg’s massive wealth losses on the year. Later, CNBC’s Contessa Brewer also reports live from the Global Gaming Expo in Las Vegas, and our Julia Boorstin returns for a conversation with one of the leaders profiled in “When Women Lead,” PagerDuty CEO Jennifer Tejada.

Finding Value in Semiconductors, Twitter Locks Out Kanye West for Antisemitic Content & White House Cyber Czar Chris Inglis on Threat Landscape 10/10/22 Oct 10, 2022

Our anchors begin today’s show with Bedrock Capital Founder Geoff Lewis sharing his outlook for how to play the current volatility, and Cowen Managing Director offers his top picks in semiconductors. Then, Platformer News Founder Casey Newton discusses content moderation on Twitter, and BNP Paribas Asset Management Chief Market Strategist Daniel Morris weighs in on the potential for a major tech rally. Next, CNBC’s Eamon Javers sits down for an interview with White House Cyber Czar Chris Inglis, and CNBC’s Frank Holland covers the turbulence hitting cloud stocks. Later, CNBC’s Steve Kovach reports on iPhone demand heading into the holiday season.

AMD Cuts Revenue Guidance, Tech Plunges on September Jobs Report & Chinese EV Makers Push to Gain Share in Europe 10/7/22 Oct 07, 2022

Our anchors begin today’s show with CNBC’s Steve Kovach breaking down chipmaker AMD’s decision to cut revenue guidance for the quarter. Then, Rosenberg Research Chief Strategist David Rosenberg and Citi U.S. Equity Strategist Scott Chronert offer their take on Fed rate hikes, September’s jobs report from the Bureau of Labor Statistics and more. Next, CNBC’s Frank Holland reports on FedEx forecasting lower holiday volume than expected, and CNBC’s Kayla Tausche shares details on two new federal rules restricting the export of certain semiconductors to China. We also circle back to AMD’s sales outlook with Wedbush Securities analyst Matt Bryson, and Bernstein analyst Richard Clarke joins after initiating coverage on Airbnb with an outperform rating. Later, CNBC’s Eunice Yoon covers the push by Chinese EV makers to gain share in Europe.

Elon Musk Delays Twitter Deposition, What to Expect from Q4 Hardware Sales & Google Pixel 7 Smartphone Launches 10/06/22 Oct 06, 2022

ur anchors begin today’s show with Julia Boorstin breaking down the latest drama in Elon Musk’s potential deal to buy Twitter, and Goldman Sachs Managing Director Eric Sheridan discusses the broader digital ad market. Next, Wall Street Journal Senior Personal Technology Columnist Joanna Stern offers her perspective on what to expect from hardware sales in Q4, and Index Ventures Partner Mike Volpi weighs in on potential M&A in the cloud space. Later, Fitbit Co-Founder and Google VP James Park joins on the launch of Google’s Pixel 7 and Pixel 7 Pro smartphones.

Tech Gives Back This Week’s Gains, Elon Musk Offers to Buy Twitter & A Deep Dive into Crypto Crime 10/5/22 Oct 05, 2022

Our anchors begin today’s show with Bespoke Investment Group Co-Founder Paul Hickey and Crossmark Global Investments CIO Bob Doll weighing in on what to expect from valuations and a potential recession. Then, MoffettNathanson analyst Sterling Auty offers his outlook for the software sector. Next, CNBC’s Robert Frank and Wharton School of Business Professor Americus Reed break down Elon Musk’s offer to go through with his purchase of Twitter. Later, CNBC’s Kayla Tausche reports on President Biden’s response to OPEC cutting oil production targets, and CNBC’s Kate Rooney takes a deep dive into crime across the crypto industry.

Ark Invest CEO Cathie Wood on Inflation, Crypto & Tesla 10/4/22 Oct 04, 2022

Our anchors start today’s show with NYU Stern School of Business Professor Aswath Damodaran offering his outlook for valuations at current levels, and CNBC’s Leslie Picker reports on the state of the IPO market in Q3. Then, Ark Invest Founder & CEO Cathie Wood offers her outlook for inflation, cryptocurrency and her recent major investment in Tesla. Later, our Julia Boorstin reports on a series of new tools and formats unveiled by Meta, and Citi Managing Director Ron Josey weighs in on potential Q4 challenges for Amazon.

What to Expect from Tech in Q4, Mobileye Files for IPO & Kim Kardashian Settles SEC Crypto Charges 10/3/22 Oct 03, 2022

Our anchors begin today’s show with CNBC’s Bob Pisani breaking down key themes dominating the market to start Q4. Then, Kindred Ventures Managing Partner Kanyi Maqubela offers his outlook for the broader markets and the upcoming IPO of self-driving tech company Mobileye. Next, CNBC’s Phil LeBeau covers Tesla shares falling after posting a miss in its Q3 production and delivery numbers, and CNBC’s Kristina Partsinevelos breaks down the day’s top losers and laggards to kick off the new quarter. Our Julia Boorstin also reports on Kim Kardashian paying $1.26 million to settle SEC charges for failing to disclose a payment she received for promoting a crypto asset, and Neuberger Berman Senior Portfolio Manager Eli Salzmann shares his bull case for value stocks. Later, CNBC’s Kate Rooney recaps a brutal stretch for fintech names.

New Texts Released in Elon Musk-Twitter Saga, WisdomTree Unveils Blockchain-Enabled Fund & Sheryl Sandberg’s Last Day at Meta 9/30/22 Sep 30, 2022

Our anchors begin today’s show with Mark Asset Management CEO and Managing Partner Morris Mark offering his outlook for mega-caps following a brutal week for big tech. Then, our Julia Boorstin and “Margins” Editor Ranjan Roy break down recently released text exchanges from Elon Musk showing the drama behind the Tesla CEO’s deal to buy Twitter. Next, we take a deep dive into WisdomTree’s new blockchain-enabled fund with Founder and CEO Jonathan Steinberg, and CNBC’s Kate Rooney looks at retail sentiment reacting to falling shares of Apple and Tesla. Later, CNBC’s Phil LeBeau reports on Tesla’s artificial intelligence day to attract new talent, and our Julia Boorstin covers Sheryl Sandberg’s final day as COO of Meta.

A Deep Dive Into Streaming, Breaking Down Amazon’s Latest Product Releases & ZoomInfo CEO Henry Schuck on Software Demand 9/29/22 Sep 29, 2022

Our anchors begin today’s show taking a deep dive into the private markets and IPOs with Battery Ventures General Partner Dharmesh Thakker, and CNBC’s Frank Holland breaks down a new CFO survey on remote work. Then, Lazard Managing Director Dennis Berman weighs in on the broader streaming landscape, and Wedbush Securities Managing Director Sahak Manuelian joins with his bull case for cybersecurity and mega-cap tech. Next, our Jon Fortt shares highlights from his Fortt Knox interview with Amazon SVP of Devices and Services David Limp on the e-commerce giant’s latest releases, including a new sleep tracker and Kindle. Later, ZoomInfo Founder and CEO Henry Schuck shares his outlook for the software sector amid the current turbulence.

Apple Pulls Back iPhone 14 Production Increase, The Bull Case for Google Cloud & Netflix Surges on Atlantic Equities 9/28/22 Sep 28, 2022

Our anchors begin today’s show with Plexo Capital Founding Managing Partner Lo Toney and CNBC’s Steve Kovach covering reports that Apple will be pulling back its planned iPhone 14 production increase. Then, CNBC’s Dom Chu analyzes falling valuations across big tech, and Cowen Managing Director John Blackledge offers his outlook for Google Cloud. Next, our Jon Fortt shares highlights from his Fortt Knox update with Amazon SVP of Devices and Services David Limp, and CNBC’s Seema Mody recaps a volatile session for the European markets. Fidelity Director of Global Macro Jurrien Timmer also joins with his perspective on whether U.S. stocks have further to fall, and our Julia Boorstin breaks down Atlantic Equities’ recent upgrade of Netflix. Later, we circle back to Apple’s iPhone 14 sales with Bernstein analyst Toni Sacconaghi.

Finding Discounted Stocks Worth Watching, Recent IPOs Suffer in 2022 & FTX to Buy Voyager Digital 9/27/22 Sep 27, 2022

Our anchors begin today’s show with Cambria Investment Management Founder and CIO Meb Faber sharing his outlook for a potential recession, and CNBC’s Dom Chu breaks down discounted communication services stocks worth watching. Then, Zillow Co-Founder and former CEO Spencer Rascoff discusses the brutal market for recent IPOs, and CNBC’s Kristina Partsinevelos takes a deep dive into the underrepresentation of Hispanic workers in the semi space. Next, Madrona Venture Group Managing Partner Matt McIlwain offers his prediction for stocks falling even further, and CNBC’s Robert Frank reports on the impact of this year’s market turbulence on American wealth. Later, CNBC’s Kate Rooney covers FTX winning the battle to buy crypto lender Voyager Digital out of bankruptcy.

Nasdaq Hovers Around June Lows, CrowdStrike CEO George Kurtz on Cybersecurity Outlook & Weighing Risks for a Potential Recession 9/26/22 Sep 26, 2022

Our anchors begin today’s show with CNBC’s Mike Santoli analyzing the Nasdaq hovering around its June lows, and CNBC’s Steve Kovach explains how some of the biggest names in tech are mitigating against foreign exchange headwinds. Then, 645 Ventures Co-Founder Nnamdi Okike makes the case for Shopify and Coinbase, and CrowdStrike CEO George Kurtz weighs in on the broader cybersecurity landscape. Next, CNBC’s Dom Chu breaks down key tech stocks worth watching at current levels, and Wilmington Trust Head of Investment Strategy Meghan Shue discusses the risk for a potential recession. Later, Evercore ISI analyst Amit Daryanani offers his take on Apple with the iPhone 14 now in stores.

TechCheck+ Celebrity Chef Tom Colicchio and Flavrs CEO Alejandro Oropeza 9/25/22 Sep 25, 2022

CNBC’s Julia Boorstin is joined by celebrity chef Tom Colicchio and Flavrs CEO Alejandro Oropeza to discuss the launch of a new social media app, Flavrs, being hailed as the "TikTok of cooking." The two will break down how the app doubled its funding in a matter of months – attracting the backing of Andreessen Horowitz and Le Bernardin’s Eric Ripert – and how Flavrs can help users recreate meals at home from their favorite chefs and creators. Recorded: 9/22/22

TechCheck+ 'She-Hulk' Showrunner Jessica Gao 9/24/22 Sep 24, 2022

On the latest episode of “Binge,” CNBC's Carl Quintanilla speaks to Jessica Gao, showrunner and executive producer of Marvel’s ‘She-Hulk: Attorney At Law’ on Disney+. Gao discusses the big break that lead to her MCU debut, her process of bringing the comic book icon to the small screen, and how the She-Hulk character serves as a touchstone for identity and vulnerability in the workplace. Recorded: 09/23/22

Nasdaq Slides on Economic Uncertainty, Tech Goes Big on Cost Cutting & Breaking Down Opendoor’s Home-Flipping Losses 9/23/22 Sep 23, 2022

Our anchors begin today’s show with CNBC’s Mike Santoli breaking down major tech names dragging lower amid the morning’s volatility, and Big Technology newsletter author Alex Kantrowitz takes a deep dive into cost cutting measures across the sector. Then, Cresset Capital CIO Jack Ablin offers his outlook for rate hikes and the Nasdaq, and CNBC’s Seema Mody reports on the turbulence affecting the European markets. Founders Fund Partner Keith Rabois also discusses the recent losses hitting Opendoor – the home-flipping platform he co-founded – and the $32 million funding round for his e-commerce roll-up company OpenStore. Later, CNBC’s Kate Rooney covers potential plans from Celsius Network to compensate customers whose funds were frozen by the crypto lender’s bankruptcy, and we share highlights from the latest episode of our Carl Quintanilla’s “Binge” digital series with “She-Hulk” showrunner and executive producer Jessica Gao.

Tech Reacts to Fed Rate Hikes, Meta Looks to Cut Costs & Qualcomm CEO Cristiano Amon on Automotive Business 9/22/22 Sep 22, 2022

Our anchors begin today’s show with NorthmanTrader Founder Sven Henrich breaking down the impact of the Fed’s latest rate hike, and MoffettNathanson analyst Sterling Auty joins after initiating coverage on 25 software names. Then, our Julia Boorstin reports on the latest cost cutting measures from Meta, and Qualcomm CEO Cristiano Amon discusses the chipmaker’s push into the automotive market. Later, Fundstrat Global Advisors Managing Partner Tom Lee offers his thoughts on whether to expect more pain ahead for growth stocks, and CNBC’s Kate Rooney covers crypto exchange FTX reportedly looking to raise up to $1 billion in new venture capital.

Bank CEOs Testify Before Congress, President Biden Addresses United Nations & New York Attorney General Letitia James Announces Lawsuit Against Former President Trump 9/21/22 Sep 21, 2022

We spend today’s show covering the testimony of several banking leaders before the House Financial Services Committee, including JPMorgan Chase CEO Jamie Dimon, Bank of America CEO Brian Moynihan and Citigroup CEO Jane Fraser. We also bring you President Biden’s address to the United Nations General Assembly on Russia’s invasion of Ukraine, and a press conference from New York Attorney General Letitia James announcing a lawsuit against former President Trump, the Trump Organization, and three of his children over allegations of fraud.

DoorDash CEO Tony Xu on Inflation, Volatility Weighs on Software Stocks & Nvidia Announces New Products 9/20/22 Sep 20, 2022

Our anchors begin today’s show with Satori Fund Founder Dan Niles offering his predictions for how the market could respond to this week’s Fed meeting. Then, DoorDash Co-Founder and CEO Tony Xu joins for an exclusive interview on the delivery platform’s new partnerships, consumer sentiment and outlook for inflation. Next, Morgan Stanley analyst Erik Woodring takes a deep dive into the demand picture for Apple’s new iPhones, and Bessemer Venture Partners’ Elliott Robinson discusses the volatility weighing on software stocks. Later, CNBC’s Kristina Partsinevelos reports on chipmaker Nvidia’s latest product announcements.

A Look at Tech Consolidation, Oppenheimer Upgrades Netflix & Appian CEO Matt Calkins on Investing in Growth Opportunities 9/19/22 Sep 19, 2022

Our anchors begin today’s show with CNBC’s Jim Cramer sharing his outlook for Meta, Netflix and investor concerns as the Street braces for another rate hike from the Fed. Then, Bain & Company Partner Anne Hoecker offers her take on consolidation in tech, and Oppenheimer Managing Director Jason Helfstein joins after upgrading Netflix to outperform. Later, CNBC’s Frank Holland tracks the movement of several cloud stocks, and Appian Founder and CEO Matt Calkins discusses his plans to use the current downturn as an opportunity to grow the enterprise software firm’s business.

Uber Reports Cybersecurity Incident, California Files Antitrust Lawsuit Against Amazon & FTX CEO Sam Bankman-Fried’s Growing Crypto Empire 9/16/22 Sep 16, 2022

Our anchors begin today’s show with New Street Advisors Group Founder and CEO Delano Saporu offering his outlook for softening demand across tech, and CNBC’s Eamon Javers reports on a cybersecurity incident affecting Uber. Then, California Attorney General Rob Bonta joins to discuss the state’s new antitrust lawsuit against Amazon, and Incisive Ventures Managing Partner Martin Tobias weighs in on Adobe’s plans to acquire design platform Figma. Later, our Julia Boorstin covers how tech and media companies are positioned for a decline in advertising spending, and CNBC’s Kate Rooney shares her interview with FTX CEO Sam Bankman-Fried on his growing crypto empire.

Adobe Announces Plans to Acquire Figma, EDX CEO Jamil Nazarali on Crypto Exchange Launch & Breaking Down the NFL’s Streaming Push 9/15/22 Sep 15, 2022

Our anchors begin today’s show with Plexo Capital Founding Managing Partner Lo Toney offers his insight on Adobe’s plans to acquire design platform Figma, and Evercore ISI Head of Internet Research Mark Mahaney joins after upgrading Netflix to outperform. Then, we cover a press conference from President Biden on the recent agreement struck between rail companies and unions to avoid a nationwide strike. Next, our Jon Fortt shares highlights from his interviews at Goldman Sachs’ Communacopia Conference with the CEOs of software firms Nutanix and MongoDB. We also sit down with EDX CEO Jamil Nazarali to discuss the new crypto exchange’s launch, backed by a blend of financial leaders and venture capital firms. Later, CNBC’s Kate Rooney reports on higher funding costs facing buy-now-pay-later companies, and NFL Chief Media and Business Officer Brian Rolapp discusses the league’s opening weekend and push into streaming.

What to Expect from Yesterday’s Record Losses, Airbnb CEO Brian Chesky on Travel Demand & Reviewing the iPhone 14 9/14/22 Sep 14, 2022

Our anchors begin today’s show with CNBC’s Mike Santoli and Wall Street Journal reporter Gunjan Banerji taking a look at the markets on the heels of yesterday’s record losses. Then, our Deirdre Bosa shares highlights from her exclusive conversation with Airbnb Co-Founder and CEO Brian Chesky at Goldman Sachs’ Communacopia Conference, and Cresset Capital CIO Jack Ablin offers his take on yesterday’s CPI report. Next, CNBC’s Frank Holland covers the volatility hitting cloud stocks, and our Jon Fortt recaps his Communacopia interviews with the CEOs of enterprise software firms Informatica and Bill.com. Later, our Julia Boorstin reports on the underperformance of Meta, and CNBC’s Sofia Pitt joins with a review of the new iPhone 14.

Tech Plunges on August CPI Data, Palo Alto Networks CEO Nikesh Arora on Cybersecurity Outlook & Pinterest CEO Bill Ready on Growth Strategies 9/13/22 Sep 13, 2022

Our anchors begin today’s show with CNBC’s Mike Santoli and Wells Fargo Investment Institute Head of Global Market Strategy Paul Christopher covering the major indices plunging on the heels of this morning’s CPI data. Then, our Julia Boorstin shares highlights from today’s testimony on Capitol Hill from whistleblower and former Twitter head of security Peiter Zatko. Next, Palo Alto Networks CEO Nikesh Arora offers his outlook for the broader cybersecurity space, and CNBC’s Dom Chu analyzes the sectors hit hardest by today’s inflation report. Wilmington Trust Head of Investment Strategy Meghan Shue also shares her take on the sell-off, and CNBC’s Frank Holland breaks down the weakness affecting cloud stocks. Later, Pinterest CEO Bill Ready discusses his growth strategies for the social media platform.

Confluent CEO Jay Kreps on Software Outlook, Breaking Down Threats to Goldman Sachs’ Apple Card & Ethereum’s Energy Efficiency Upgrade 9/12/22 Sep 12, 2022

Our anchors begin today’s show with CNBC’s Steve Liesman reporting on the New York Fed’s Survey of Consumer Expectations showing falling one- and three-year inflation expectations. Then, CNBC’s Dom Chu breaks down last week’s tech bounce, and Goldman Sachs Managing Director Eric Sheridan offers his take on the volatility plaguing e-commerce. Next, data management firm Confluent Co-Founder and CEO Jay Kreps shares his outlook for enterprise software, and our Julia Boorstin covers the latest from Disney’s D23 fan event. CNBC’s Hugh Son also discusses mounting threats to Goldman Sachs’ Apple card business, and Morgan Stanley Managing Director Brian Nowak makes the case for Amazon as his top internet pick. Later, CNBC’s Kate Rooney joins for a deep dive into Ethereum getting an upgrade projected to make the network more energy efficient.

Zscaler CEO Jay Chaudhry on Earnings, Intel Breaks Ground on Ohio Chip Factory & Finding Software Consolidation Targets 9/9/22 Sep 09, 2022

Our anchors begin today’s show with CNBC’s Mike Santoli analyzing the rebound in select growth stocks, and BMO Wealth Management Chief Investment Strategist Yung-Yu Ma offers his long-term bull case for cybersecurity and enterprise software. Next, Zscaler CEO Jay Chaudhry discusses the cloud security company’s latest earnings beat, and CNBC’s Kristina Partsinevelos reports live from the groundbreaking ceremony for Intel’s chip factory in Ohio. Later, CNBC’s Kate Rooney covers the recent rise in crypto prices, and Union Square Advisors Co-Founder and President Ted Smith shares his outlook for M&A in software.

Breaking Down Apple CEO Tim Cook’s Comments at Code 2022, Breyer Capital CEO Jim Breyer on Opportunities in Tech & Apple Unveils New Products 9/8/22 Sep 08, 2022

We begin today’s show with CNBC’s Chief General News Anchor Shepard Smith reporting on concerns over the health of Queen Elizabeth II. Then, Verge Editor-in-Chief Nilay Patel breaking down comments from Apple CEO Tim Cook, Former Disney CEO Bob Iger and more at Vox Media’s Code 2022 conference. Next, Breyer Capital Founder and CEO Jim Breyer offers his outlook for opportunities in tech. Later, Production Board Founder and CEO David Friedberg discusses a potential rough winter ahead for founders across the sector, and CNBC’s Steve Kovach covers the latest new products unveiled yesterday by Apple.

Box CEO Aaron Levie on Software Outlook, Snap CEO Evan Spiegel on Cost Cutting Plans & Previewing Apple’s New Product Launch 9/7/22 Sep 07, 2022

Our anchors begin today’s show with New York Times Contributor and “Sway” podcast host Kara Swisher breaking down the latest action from Vox Media’s Code 2022 conference. Then, TPG Director David Trujillo weighs in on the broader landscape for media stocks, and cloud content management firm Box CEO Aaron Levie shares his outlook for the software sector. Next, Snap Co-Founder and CEO Evan Spiegel joins to discuss the social media platform’s restructuring plans, cost cutting measures and more. Later, CNBC’s Steve Kovach previews tonight’s new product reveal from Apple.

Nasdaq Sets Longest Losing Streak Since 2019, HashiCorp CEO Dave McJannet on Results & Binance to Stop Supporting Rival USD Coin 9/6/22 Sep 06, 2022

Our anchors begin today’s show with CNBC’s Mike Santoli analyzing the Nasdaq’s longest losing streak since 2019, and Fundstrat Global Advisors Managing Partner Tom Lee breaks down his expectations for the second half of the year. Then, our Julia Boorstin reports on Ireland’s data privacy regulator issuing a $400 million fine against Instagram, and Puck News Founding Partner Bill Cohan discusses why the buyout of Citrix might be the most important deal of 2022. Next, CNBC’s Courtney Reagan reports on the death of Bed Bath and Beyond CFO Gustavo Arnal, and HashiCorp CEO Dave McJannet discusses the software company’s latest results. Later, CNBC’s Kate Rooney covers crypto exchange Binance’s plans to stop supporting three rival stablecoins.

TechCheck+ 'Dopesick' Creator Danny Strong 9/2/22 Sep 02, 2022

CNBC's Carl Quintanilla brings on Danny Strong, executive producer, writer and director of Hulu’s ‘Dopesick’ for the latest installment of "Binge." The Emmy-nominated miniseries starring Michael Keaton brings the opioid crisis and crimes of the Sackler family into full view. Strong discusses the challenges he faced pitching the project, the pressure that comes with telling real-life stories, competition in a content-saturated landscape, and how ‘Dopesick’ aims to redefine the stigma around addiction.

A Trio of CEOs on Q2 Results: SentinelOne’s Tomer Weingarten, PagerDuty’s Jennifer Tejada & Smartsheet’s Mark Mader 9/2/22 Sep 02, 2022

Our anchors begin today’s show with Wolfe Research Director Gal Munda offering his outlook for the software sector, and SentinelOne Co-Founder and CEO Tomer Weingarten weighs in on the cybersecurity firm’s Q2 beat and guidance for the year ahead. Next, PagerDuty CEO Jennifer Tejada breaks down the cloud computing company’s latest results, and our Julia Boorstin reports on Qualcomm’s new partnership to develop custom chipsets for Meta’s virtual reality products. Then, Smartsheet CEO Mark Mader joins as shares surge after posting a quarterly beat on the top and bottom lines. Later, we share highlights from the latest episode of our Carl Quintanilla’s “Binge” digital series with “Dopesick” creator Danny Strong, and CNBC’s Yasmin Khorram covers San Francisco’s struggle to bring workers back into offices.

Four CEOs Break Down Their Q2 Results: Okta’s Todd McKinnon, C3 AI’s Tom Siebel, Samsara’s Sanjit Biswas and Pure Storage’s Charles Giancarlo 9/1/22 Sep 01, 2022

Our anchors begin today’s show with CNBC’s Mike Santoli recapping a brutal August for tech stocks. Then, Okta CEO Todd McKinnon joins to discuss the identity management company’s latest results as shares plunge to start the morning. Next, CNBC’s Eunice Yoon reports on chip stocks falling after the U.S. government restricted certain semiconductor sales to China, and C3 AI CEO Tom Siebel breaks down the enterprise software provider’s latest quarterly figures. Our Julia Boorstin also covers Disney’s plans to release a membership program across its parks and streaming service, and internet-of-things software firm Samsara CEO Sanjit Biswas shares his insight after delivering a beat in Q2. Later, Pure Storage CEO Charles Giancarlo discusses the data storage company’s upbeat earnings amid mixed results from its industry rivals.

Snap to Cut 20% of Employees, HPE CEO Antonio Neri on Latest Results & Klarna CEO Sebastian Siemiatkowski on First Half Losses 8/31/22 Aug 31, 2022

Our anchors begin today’s show covering social media platform Snap’s plans to cut 20% of its staff, with insight from Verge Deputy Editor Alex Heath. Then, Bank of America analyst Jason Kupferberg shares his outlook for PayPal, and HPE CEO Antonio Neri discusses the enterprise edge-to-cloud company’s latest earnings. Next, Wilmington Trust Head of Investment Strategy Meghan Shue offers her take on how to play the broader market, and Klarna Co-Founder and CEO Sebastian Siemiatkowski weighs in on the fintech company’s first half losses. Later, our Jon Fortt shares highlights from his interview with cloud data management firm Rubrik Co-Founder and CEO Bipul Sinha.

Analyzing Cracks in Big Tech’s Armor, Previewing the Next Wave of VR Headsets & VMware CEO Raghu Raghuram on Quarterly Results 8/30/22 Aug 30, 2022

Our anchors begin today’s show with CNBC’s Dom Chu analyzing some cracks in the armor for big tech stocks, and Crossmark Global CIO Bob Doll offers his outlook for rate hikes and inflation. Then, our Julia Boorstin reports on Elon Musk sending a second notice to terminate his deal with Twitter, and CNBC’s Steve Kovach previews a new wave of augmented and virtual reality headsets launching this fall. Later, Former Amazon Studios Head of Strategy Matthew Ball takes a deep dive into the metaverse, and VMware CEO Raghu Raghuram breaks down the cloud computing company’s latest results.

Tech Moves Lower on Hawkish Fed Comments, Breaking Down Potential Disruptors in Healthcare & Plug Power CEO Andrew Marsh on Amazon Hydrogen Deal 8/29/22 Aug 29, 2022

Our anchors begin today’s show with CNBC’s Dom Chu breaking down tech stocks moving lower following hawkish comments from the Fed on Friday, and New Street Advisors Group Founder and CEO Delano Saporu shares his outlook for mega-caps in the sector. Next, Bernstein analyst Lance Wilkes discusses Amazon’s role as a disruptor in healthcare, and CNBC’s Mike Santoli takes a deep dive into the Nasdaq’s ongoing fall. Then, Evercore ISI Head of Technical Analysis Rich Ross weighs in on the software space, and our Julia Boorstin covers the potential price of Netflix’s upcoming ad-supported platform. Later, fuel cell company Plug Power CEO Andrew Marsh joins for a closer look at the fuel cell company’s green hydrogen deal with Amazon.

A Deep Dive Into the Gaming Space, Amazon Prime Streams First NFL Game & Affirm CEO Max Levchin on Results 8/26/22 Aug 26, 2022

Our anchors begin today’s show with Wells Fargo Investment Institute Senior Global Market Strategist Scott Wren discussing Federal Reserve Chairman Jerome Powell’s comments from the Central Bank’s yearly symposium in Wyoming. Then, CNBC’s Steve Kovach and Verge Editor-in-Chief Nilay Patel take a look at the gaming space on the heels of disproven rumors that Amazon was planning on acquiring Electronic Arts. Next, Satori Fund Founder Dan Niles breaks down the day’s market volatility with the major indices sliding, and CNBC’s Steve Liesman takes a deeper dive into Fed Chair Powell’s remarks. Later, our Julia Boorstin covers Amazon Prime streaming its first-ever NFL game this preseason, and Affirm Founder and CEO Max Levchin joins to break down the buy-now-pay-later firm’s latest results.

SoFi CEO Anthony Noto on Biden’s Student Loan Forgiveness Plan, Autodesk CEO Andrew Anagnost on Q2 Earnings Beat & MoviePass CEO Stacy Spikes on Plans to Relaunch 8/25/22 Aug 25, 2022

Our anchors begin today’s show breaking down the latest earnings from cloud names Snowflake and Salesforce with Evercore ISI Senior Managing Director Kirk Materne. Then, SoFi CEO Anthony Noto discusses President Biden’s student loan debt forgiveness plan, and NorthmanTrader Founder Sven Henrich shares his outlook for Apple. Next, CNBC’s Lauren Thomas offers additional insight on Peloton after the fitness equipment maker struck a deal to sell products on Amazon, and software company Autodesk CEO Andrew Anagnost weighs in after beating the Street in Q2. Later, MoviePass Founding CEO Stacy Spikes joins as the movie subscription service announces plans to relaunch next month.

Breaking Down Tesla’s 3-for-1 Stock Split, Intuit CEO Sasan Goodarzi on Earnings Beat & TikTok’s Impact on Elections and Advertising 8/24/22 Aug 24, 2022

Our anchors begin today’s show with CNBC’s Lauren Thomas sharing new reporting on Peloton’s deal to sell equipment and apparel on Amazon, and “Margins” Editor Ranjan Roy discusses Tesla’s 3-for-1 stock split after the close. Then, Intuit CEO Sasan Goodarzi breaks down the financial software firm’s latest earnings beat, and our Julia Boorstin offers a look ahead to TikTok’s potential impact on elections and holiday advertising. Next, we stick with TikTok as Bernstein analyst Mark Shmulik weighs in on whether the platform has ruined the internet. Later, data management company Cohesity CEO Sanjay Poonen takes a deep dive into several cloud names posting Q2 results this afternoon.

Coinbase CEO Brian Armstrong on Crypto Headwinds, Intel Announces Chip Factory Funding Partnership & Whistleblower Accuses Twitter of Deceiving Regulators 8/23/22 Aug 23, 2022

Our anchors begin today’s show with Satori Fund Founder Dan Niles breaking down his portfolio’s long and short positions amid the ongoing volatility, and CNBC’s Kate Rooney shares highlights from her exclusive interview with crypto exchange Coinbase CEO Brian Armstrong. Then, Intel CFO David Zinsner joins after the chipmaker announced a partnership to help fund two new factories in Arizona. Later, our Julia Boorstin reports on a new whistleblower complaint accusing Twitter of deceiving regulators and its own board of directors.

Breaking Down Digital Marketing Regulations, A Deep Dive into FTX’s Financials & Silicon Valley Bank CEO Greg Becker on Venture Capital Outlook 8/22/22 Aug 22, 2022

Our anchors begin today’s show with Craft Ventures Co-Founder David Sacks outlining his expectations for a possible recession, and Consumer Financial Protection Bureau Director Rohit Chopra discusses regulations for digital marketing of financial products. Then, CNBC’s Kate Rooney offers a rare deep dive into the financials of privately held crypto exchange FTX, and CNBC’s Kristina Partsinevelos breaks down what’s driving the Nasdaq lower to start the morning. Next, Silicon Valley Bank CEO Greg Becker shares his outlook for venture capital amid the ongoing volatility, and our Julia Boorstin reports on the streaming debut of “Game of Thrones” prequel “House of the Dragon” on HBO. Later, CNBC’s Frank Holland previews upcoming results from Zoom and Palo Alto Networks after the bell.

TechCheck+ HBO's "Industry" Co-Creators on Transitioning from Banking to Hollywood 8/19/22 Aug 19, 2022

CNBC's Carl Quintanilla sits down with Mickey Down and Konrad Kay, co-creators and executive producers of HBO’s finance drama "Industry.” The collaborators and best friends discuss how their experiences as former bankers inspired the hit series and why it was important to showcase the perspectives of younger professionals in the business. They also dive into how they balanced authenticity and creativity across the show’s plot lines, the process of demystifying financial jargon for a mainstream audience, and why Industry’s storytelling is largely driven by strong female roles.

Apple Warns of New Security Flaw, Ryan Cohen Dumps Bed Bath & Beyond Stake & The Bull Case for PayPal 8/19/22 Aug 19, 2022

Our anchors begin today’s show with BMO Wealth Management Chief Investment Strategist Yung-Yu Ma offering his take on the current market rally, and Wall Street Journal Senior Personal Technology Columnist Joanna Stern discusses a new Apple security flaw making headlines. Then, our team discusses the meme trade after GameStop Chair Ryan Cohen offloaded his entire stake in Bed Bath & Beyond, and Wedgewood Partners CIO David Rolfe shares his bull case for PayPal. Later, Wells Fargo analyst Aaron Rakers joins after downgrading HP to underweight, bracing for deteriorating PC demand.

Cisco’s Earnings Beat the Street, How to Play the Broader Market Turnaround & Finding Opportunities in Fintech 8/18/22 Aug 18, 2022

Our anchors begin today’s show breaking down Cisco’s latest earnings beat with J.P. Morgan analyst Samik Chatterjee, and Fundstrat Global Advisors Managing Partner Tom Lee offers his perspective on the broader market turnaround. Then, Morgan Stanley analyst James Faucette shares his take on investment opportunities in fintech. Later, our Julia Boorstin and CNBC’s Steve Kovach cover the digital advertising landscape and Apple’s plans to expand ads within the App Store on iPhones.

Bank of America Reports Surge in Tech Investing, Playing the Meme Trade & Previewing Cisco’s Q2 Earnings 8/17/22 Aug 17, 2022

Our anchors begin today’s show with CNBC’s Seema Mody covering new Bank of America data showing some of the biggest inflows into tech in more than a decade, and Canvas Ventures General Partner Mike Ghaffary discusses the latest batch of retail and e-commerce earnings. Then, Citi analyst Tyler Radke joins after downgrading Zoom, and Wall Street Journal markets reporter Gunjan Banerji offers her insight on the broader meme stock trade. Next, our Julia Boorstin reports on streamers shifting focus to profitability amid the ongoing downturn, and CNBC’s Frank Holland previews Cisco’s earnings after the bell. Later, CNBC’s Kate Rooney covers crypto lender Celsius Network’s plans to restructure and raise cash to avoid running out of money by the fall.

Walmart’s Streaming Partnership With Paramount, Apple Plans to Expand Advertising on iPhones & Crypto Crimes Decline as Digital Currency Prices Fall 8/16/22 Aug 16, 2022

Our anchors begin today’s show with CNBC’s Courtney Reagan breaking down Walmart’s latest earnings, and streaming service Vudu’s Former CEO Alain Rossmann joins with insight on the retail giant’s new partnership with Paramount. Then, CNBC’s Leslie Picker recaps some of the biggest moves made by hedge funds in Q2 on the heels of last night’s 13F filing deadline, and Wedbush Securities Head of Equity Trading Sahak Manuelian offers his thoughts on how smaller tech investors should be positioned. Later, Morgan Stanley analyst Erik Woodring weighs in on Apple’s plans to expand advertising on iPhones, and CNBC’s Kate Rooney reports on the decline in crypto crimes amid the broader turbulence hitting digital currencies.

Dan Loeb Takes New Stake in Disney, George Soros Buys 30,000 Shares of Tesla & Unity CEO John Riccitiello on Rejecting AppLovin’s Acquisition Bid 8/15/22 Aug 15, 2022

Our anchors begin today’s show covering hedge fund manager Dan Loeb’s new stake in Disney and Apple’s scrapped talks with Meta on a potential ad revenue partnership, joined by guest host and Kindred Ventures Managing Partner Kanyi Maqubela. Then, Guggenheim analyst John DiFucci outlines his bear case for cybersecurity stocks, and CNBC’s Leslie Picker breaks down some notable investors rotating out of growth and tech ahead of tonight’s deadline for second quarter 13F filings. Later, Unity CEO John Riccitiello explains the video game software company’s decision to reject app development platform AppLovin’s $17.5 billion acquisition proposal.

Finding Value in the Cloud Space, Defensive Software Picks to Counter Volatility & Toast CEO Chris Comparato on Q2 Results 8/12/22 Aug 12, 2022

Our anchors begin today’s show with Bessemer Venture Partners’ Elliott Robinson offering his outlook for tech layoffs and the cloud space. Then, we recap highlights from yesterday’s exclusive interview on earnings, streaming and more with Disney CEO Bob Chapek. Next, Citi analyst Tyler Radke shares his top defensive software picks amid the ongoing volatility, and Toast CEO Chris Comparato joins after posting a beat in the restaurant fintech company’s Q2 results. Later, CNBC’s Steve Kovach takes a deep dive into the expanding creator economy around the metaverse.

Marqeta CEO Jason Gardner on Results, Disney CEO Bob Chapek on Earnings Beat and Streaming Outlook & Breaking Down the Resurgence of Ethereum 8/11/22 Aug 11, 2022

Our anchors begin today’s show with Wilmington Trust Head of Investment Strategy Meghan Shue offering her outlook for chips and the current volatility, and Marqeta CEO Jason Gardner discusses his decision to step down and the payments firm’s Q2 results. Then, Disney CEO Bob Chapek joins for an exclusive interview after the entertainment giant’s latest earnings delivered a beat on the top and bottom lines, and our Deirdre Bosa breaks down the resurgence of cryptocurrency Ethereum. Later, CNBC’s Kristina Partsinevelos covers the ongoing slowdown hitting the semiconductor space.

Roblox Posts a Miss in Q2, Akamai CEO Dr. Tom Leighton on Earnings & Sony Pictures Entertainment CEO Tony Vinciquerra on Media Outlook 8/10/22 Aug 10, 2022

Our anchors begin today’s show with Irreverent Labs CEO Rahul Sood sharing his thoughts on Roblox after the gaming platform posted a miss in Q2. Then, CNBC’s Kate Rooney and Citi analyst Pete Christiansen discuss crypto exchange Coinbase’s latest results, and Akamai CEO Dr. Tom Leighton joins with a look at the cybersecurity and cloud company’s recent earnings. Next, CNBC’s Mike Santoli breaks down the latest CPI data, and Sony Pictures Entertainment CEO Tony Vinciquerra offers his outlook for the broader media space. Later, CNBC’s Steve Kovach recaps a tough quarter for video game companies.

FedEx Office president and CEO on autonomous robotic delivery 8/9/22 Aug 09, 2022

CNBC’s Frank Holland chats with FedEx Office president and CEO Brian Philips to dive into the future of AI-powered robotic delivery. They discuss the latest on FedEx's autonomous delivery system, Roxo, and how they're using the SameDay bot to test last-mile deliveries and continue innovating its technology for real-world operation.

Title: AppLovin Proposes Merger with Unity, President Biden Signs the CHIPS Act & 23andMe CEO Anne Wojcicki on Results 8/9/22 Aug 09, 2022

Our anchors begin today’s show covering app development platform AppLovin’s proposal to acquire video game software company Unity, with insight from CNBC’s David Faber and Plexo Capital Founding Managing Partner Lo Toney. Then, Bank of America analyst Vivek Arya breaks down what President Biden signing the CHIPS Act means for semiconductor makers, and CNBC’s Dom Chu offers a deep dive into some big meme trade movers. Next, 23andMe CEO Anne Wojcicki joins on the heels of the biotech company’s latest results, and Evercore ISI Head of Technical Analysis Rich Ross offers his bull case for software and semis. Later, our Julia Boorstin shares a new profile on Paris Hilton’s push into the metaverse, and CNBC’s Kate Rooney previews crypto exchange Coinbase’s earnings after the bell.

Nvidia’s Preliminary Results Send Shares Lower, Palantir Posts a Miss in Q2 & Ad Slowdown Hits Big Tech and Social Media 8/8/22 Aug 08, 2022

Our anchors begin today’s show with CNBC’s Steve Liesman sharing new data on inflation expectations from the New York Federal Reserve. Then, New Street Advisors Group Founder and CEO Delano Saporu offers his perpective on chipmaker Nvidia’s preliminary Q2 earnings and software company Palantir’s latest results. Next, CNBC’s Dom Chu takes a deep dive into a series of growth names, and Benchmark analyst Mark Miller joins with insight on hard drive maker Western Digital. Later, CNBC’s Kristina Partsinevelos breaks down some of the top Nasdaq movers of the day, and Big Technology newsletter author Alex Kantrowitz covers the ad market slowdown hitting names including Amazon, Snap and Pinterest.

A Trio of Companies Offer Insight on Q2 Results: Twilio CEO Jeff Lawson, Doximity CEO Jeff Tangney & GoDaddy CEO Aman Bhutani 8/5/22 Aug 05, 2022

Our anchors begin today’s show breaking down the Bureau of Labor Statistics’ jobs data for July with CNBC’s Mike Santoli, and CNBC’s Kate Rooney breaks down the latest earnings from fintech company Block. Next, Wall Street Journal Senior Personal Technology Columnist Joanna Stern discusses Amazon buying Roomba maker iRobot for $1.7 billion, and Twilio CEO Jeff Lawson offers his insight on the enterprise software firm’s second quarter. Then, our Julia Boorstin reports on Q2 numbers out of several streamers, and Doximity CEO Jeff Tangney joins after the health tech provider slashed its full-year guidance. Later, GoDaddy CEO Aman Bhutani covers the internet services platform’s recent results, and our Julia Boorstin returns with the latest in the Elon Musk-Twitter saga.

Coinbase Partners With BlackRock, Confluent CEO Jay Kreps on Earnings & Equinix CEO Charles Meyers on Data Center Ecosystem 8/4/2022 Aug 04, 2022

Our anchors begin today’s show covering crypto exchange Coinbase’s partnership with asset management firm BlackRock, featuring insight from CNBC’s Kate Rooney and MoffettNathanson Partner Lisa Ellis. Then, CNBC’s Mike Santoli breaks down the Nasdaq’s rally over the past month, and our Jon Fortt shares highlights from his Fortt Knox interview with software company ServiceNow CEO Bill McDermott. Next, Confluent Co-Founder and CEO Jay Kreps joins after the enterprise stock beat expectations in Q2, and CNBC’s Phil LeBeau reports on results from EV makers Lucid and Tesla. Evercore ISI Head of Internet Research Mark Mahaney also shares his insight on online travel platform Booking Holdings’ recent quarterly numbers, and our Julia Boorstin analyzes the latest wave of media earnings. Later, data center company Equinix CEO Charles Meyers discusses investor Jim Chanos’ short on the space.

PayPal Beats the Street in Q2, Microchip Technology CEO Ganesh Moorthy on Earnings & SoFi CEO Anthony Noto on Latest Results 8/3/22 Aug 03, 2022

Our anchors begin today’s show breaking down PayPal’s Q2 earnings with Wedbush analyst Moshe Katri, and NZS Capital Co-Founder Brad Slingerlend weighs in on chip giant AMD’s latest results. Then, we continue our earnings coverage with semiconductor maker Microchip Technology CEO Ganesh Moorthy and personal finance firm SoFi CEO Anthony Noto after both companies beat the Street. Next, our Julia Boorstin covers dating services company Match Group missing estimates for the quarter, and CNBC’s Kate Rooney shares new details on a hack affecting Solana crypto wallets. Later, CNBC’s Ylan Mui reports on congressional lawmakers introducing a new bill that could increase the regulation of digital currencies.

Onsemi CEO Hassane El-Khoury on Q2 Earnings Beat, ZoomInfo CEO Henry Schuck on Latest Results & Global Payments CEO Jeff Sloan on Expansion Plans 8/2/22 Aug 02, 2022

Our anchors begin today’s show with CNBC’s Steve Liesman covering new data showing inflation pushing up household debt, and our Julia Boorstin breaks down social media platform Pinterest’s latest results. Then, Wells Fargo Chairman of Global Internet Investment Banking Bob Peck offers his outlook for the broader markets, and Onsemi CEO Hassane El-Khoury joins after the chipmaker exceeded expectations in Q2. Next, ZoomInfo Founder and CEO Henry Schuck shares his perspective on the software company’s recent earnings beat, and our Jon Fortt recaps highlights from his interview with San Francisco Fed President Mary Daly. Later, Global Payments CEO Jeff Sloan discusses his plans to expand the fintech firm’s reach with a new acquisition.

Breaking Down FAANG’s Q2 Earnings, Retail Investors Ramp Up Interest in Tech & Ethereum Rises 60% in July 8/1/22 Aug 01, 2022

Our anchors start today’s show with Needham senior analyst Laura Martin breaking down last week’s FAANG earnings, and Wall Street Journal markets reporter Gunjan Banerji joins after publishing a new story on retail investors ramping up interest in tech stocks. Next, Satori Fund Founder Dan Niles discusses the potential for a recession, and CNBC’s Steve Kovach offers insight on mega-cap names flashing warning signs about the economy. Then, Bernstein analyst Stacy Rasgon joins on Intel’s Q2 results, and CNBC’s Leslie Picker reports on David Einhorn’s Greenlight Capital investing in Twitter. Our Julia Boorstin also checks in on the continued expansion of the metaverse, and CNBC’s Jennifer Elias covers Google calling on employees to help drive better results. Later, CNBC’s Kate Rooney looks at cryptocurrency Ethereum’s 60% rise over the last month.

Amazon Amazes, Apple Shows its Strength & Intel CEO on the Quarter 7/29/22 Jul 29, 2022

Our anchors kick off this Friday morning breaking down Amazon and Apple’s strong results. Then, Intel CEO Pat Gelsinger joins in a first on CNBC interview to discuss the chipmaker’s lackluster Q2. Also, CNBC’s Julia Boorstin is here to cover why shares of Roku are falling off a cliff this morning. Later, we return to Amazon’s quarter with UBS Analyst Lloyd Walmsley who raised his price target on the stock. Also, CNBC’s Eunice Yoon reports on the health of Apple’s business in China and Cowen Analyst Krish Sankar joins for more on the tech giant. Plus, we look ahead to another busy week of tech earnings.

Meta’s Mega Challenges, Qualcomm CEO on the Quarter & What to Expect From Apple’s Earnings 7/28/22 Jul 28, 2022

Our anchors start off today’s show with CNBC’s Julia Boorstin covering Meta’s latest earnings report. Then, Bernstein Analyst Mark Shmulik and Truist Analyst Youssef Squali join for more insight into the stock. Next, Qualcomm CEO Cristiano Amon is here to break down the chipmaker’s quarterly performance and discuss the progress of the Chips Act. Later, The Wall Street Journal’s Joanna Stern and CNBC’s Steve Kovach join with what to expect heading into Apple’s earnings report. We also highlight what to watch for in Amazon and Intel’s earnings reports this afternoon.

Breaking Down Microsoft and Alphabet’s Results, What to Expect From Meta & The Health of the Subscription Model 7/27/22 Jul 27, 2022

Our anchors kick off today’s show breaking down earnings results from Microsoft and Alphabet. Then, Mizuho Analyst James Lee and RBC Capital Markets Analyst Rishi Jaluria join for more insight into the two tech giants. Next, we cover Cathie Wood’s latest trade and Shopify’s second quarter results. With Meta earnings on deck this afternoon, Big Technology Founder Alex Kantrowitz joins on what to expect from the report. We also hear from CNBC’s Bob Pisani on the performance of some of the biggest names in tech this year. Later, we check on the health of subscription models amid the current down cycle.

What to Expect From Big Tech, Measuring the Digital Ad Slowdown & Forecasting the Cloud 7/26/22 Jul 26, 2022

Our anchors kick off today’s show with Walmart’s consumer demand warning and Bespoke Investment Group’s Paul Hickey joins to discuss what it means for the tech sector. Then, CNBC’s Julia Boorstin covers the digital advertising slowdown and how it will impact Alphabet. Next, The Verge Editor-in-Chief Nilay Patel and Jefferies Analyst Brent Thill join to share their thoughts on Big Tech ahead of this week’s huge earnings lineup. CNBC’s Kate Rooney also reports on the SEC’s investigation of Coinbase, which is sending shares to the downside today. Then, we have Former VMware COO Sanjay Poonen break down his outlook for Big Tech’s cloud businesses. Later, we cover two celebrities criticizing Instagram for becoming too much like TikTok.

Big Tech on Deck, Klarna CEO on Valuation Cut & NFL+ Launches 7/25/22 Jul 25, 2022

Our anchors begin today’s show with CNBC’s Dom Chu breaking down what to expect from Big Tech earnings this week. Then, we hear from Bank of America Analyst Tal Liani after he downgraded key networking stocks. Later, we return to Big Tech’s big week with insight from Wedbush Securities Head of Equity Trading Sahak Manuelian. Plus, Klarna CEO Sebastian Siemiatkowski joins for his first broadcast interview since the buy now, pay later company’s valuation plunged 85%. We also cover the National Football League launching its NFL+ app for $4.99 a month.

Snap Shares Plunge on Q2 Results, Cano Health CEO Marlow Hernandez on Amazon in Healthcare & Baidu Bets Big on Autonomous Vehicles 7/22/22 Jul 22, 2022

Our anchors begin today’s show breaking down social media platform Snap’s latest results with “Margins” Editor Ranjan Roy and Platformer News Founder Casey Newton. Then, CNBC’s Dom Chu covers potential trouble ahead for the Nasdaq with a slew of big tech names reporting earnings next week, and Truist Co-Chief Investment Officer Keith Lerner joins after publishing a new call upgrading the tech sector. Next, we circle back to Snap with Guggenheim analyst Michael Morris and Stifel analyst Mark Kelley, and primary care provider Cano Health Founder and CEO Marlow Hernandez offers his insight on Amazon’s impact in the medical space. Later, CNBC’s Eunice Yoon shares new reporting on Chinese search giant Baidu making a big bet on autonomous vehicles.

Amazon Branches into Healthcare, President Biden Tests Positive for Covid & Binance CEO Changpeng Zhao on the Crypto Ecosystem 7/21/22 Jul 21, 2022

Our anchors begin today’s show covering Amazon on pace for its best month in more than two years, and primary care tech company Founder and CEO Adrian Aoun weighs in on the e-commerce giant buying healthcare provider One Medical. Then, CNBC’s Kayla Tausche reports on President Biden testing positive for Covid-19, and Bank of America Managing Director John Murphy breaks down Tesla’s latest earnings. Next, Evercore ISI Head of Internet Research Mark Mahaney takes a closer look at Amazon, and Loup Ventures Managing Partner Doug Clinton shares his insight on private market valuations. Later, CNBC’s Kate Rooney delivers new details on the first-ever crypto insider trading case, and crypto exchange Binance CEO Changpeng Zhao offers his perspective on the broader digital currency landscape.

Breaking Down Netflix’s Latest Earnings, Former Twitter CEO Dick Costolo on Elon Musk’s Legal Battle & Previewing Tesla’s Q2 Results 7/20/22 Jul 20, 2022

Our anchors begin today’s show recapping Netflix’s latest earnings with Citi analyst Jason Bazinet, and CNBC’s Mike Santoli breaks down the Nasdaq showing signs of life to start July. Then, Former Twitter CEO Dick Costolo offers his take on the platform’s lawsuit against Elon Musk, and we circle back for more on Netflix with CNBC’s Dom Chu. Next, FullCycle Founder and Managing Partner Ibrahim AlHusseini previews Tesla’s Q2 results after the bell, and CNBC’s Ylan Mui covers the CHIPS Act clearing a key hurdle in the Senate. Later, CNBC’s Eunice Yoon shares new reporting on potential trouble brewing for Chinese tech companies and their workers.

TechCheck+ Meta's Chief Diversity Officer Maxine Williams 7/19/22 Jul 19, 2022

CNBC's Julia Boorstin chats with Maxine Williams, chief diversity officer at Meta, on fostering diversity and inclusion initiatives at the company, remote work trends, and much more.

Elon Musk and Twitter Face Off in Court, Previewing Netflix’s Earnings & New Reporting on the Bankruptcy of Celsius Network 7/19/22 Jul 19, 2022

Our anchors begin today’s show covering the latest in the Elon Musk-Twitter saga as their lawyers face off for the first time in court, with insight from Plexo Capital Founding Managing Partner Lo Toney and Verge Editor-in-Chief Nilay Patel. Then, Former Amazon Studios Head of Strategy Matthew Ball joins to preview Netflix’s earnings after the bell, and CNBC’s Kate Rooney shares new reporting on the bankruptcy of crypto lender Celsius Network. Later, we circle back to the legal battle between Musk and Twitter with insight from Former Delaware Court of Chancery Vice Chancellor Carolyn Berger.

Potential Consolidation Targets in Streaming, Airbus CEO Guillaume Faury on Supply Chain Challenges & GlobalFoundries CEO Thomas Caulfield on Domestic Chip Production 7/18/22 Jul 18, 2022

Our anchors start today’s show with CNBC’s Mike Santoli analyzing the state of the bear market, and GGV Capital Managing Partner Jeff Richards joins with his outlook for consolidation in the software space. Then, BMO Wealth Management Chief Investment Strategist Yung-Yu Ma joins to discuss Netflix before the streaming giant reports earnings tomorrow, and CNBC’s Phil LeBeau sits down with Airbus CEO Guillaume Faury at Britain’s Farnborough International Airshow. Later, chipmaker GlobalFoundries CEO Thomas Caulfield offers insight on what lies ahead for domestic semiconductor production, and CNBC’s Ylan Mui shares highlights from her interview with Lockheed Martin CEO Jim Taiclet on the potential for a vote on the CHIPS Act in Congress this week.

Stripe Slashes Internal Valuation, Morgan Stanley Lowers Estimates for Microsoft & A Look at the Turbulent Crypto Ecosystem 7/15/22 Jul 15, 2022

Our anchors begin today’s show with New Street Advisors Group Founder and CEO Delano Saporu offering his outlook for tech earnings and the current interest rate environment, and NYU Stern School of Business Professor Aswath Damodaran offers his insight on payments company Stripe cutting its internal valuation by nearly 30%. Then, Morgan Stanley analyst Keith Weiss joins after lowering his estimates for Microsoft, and KeyBanc Capital Markets analyst Brandon Nispel shares his outlook for Apple. Later, CNBC’s MacKenzie Sigalos looks at the broader crypto landscape in the wake of lender Celsius Network filing for bankruptcy, and CNBC’s Kayla Tausche reports on President Biden’s meeting in Saudi Arabia with Crown Prince Mohammed bin Salman.

E-Commerce Reacts to Market Volatility, Netflix Teams With Microsoft on Ad-Supported Tier & Potential Advertising Opportunities for Apple 7/14/22 Jul 14, 2022

Our anchors begin today’s show with CNBC’s Steve Liesman breaking down Federal Reserve Governor Christopher Waller’s latest comments on the economy, and Founders Fund Partner Keith Rabois joins to discuss the reaction of e-commerce to the ongoing volatility. Then, our Julia Boorstin covers Netflix’s plans to team up with Microsoft on an ad-supported subscription platform, and Bank of America analyst Wamsi Mohan offers his thoughts on advertising opportunities for Apple. Next, CNBC’s Ylan Mui reports on potential legislation that could provide billions in tax incentives and grants for domestic semiconductor manufacturing, and CNBC’s Kate Rooney looks at bankruptcy proceedings across the crypto industry. MoffettNathanson Partner Lisa Ellis also shares her insight on the fintech space, and CNBC’s Phil LeBeau analyzes Tesla’s market share in the U.S. Later, our Julia Boorstin returns to recap her interview with toy company Mattel CEO Ynon Kreiz from CNBC’s annual Evolve Summit.

Twitter Sues Elon Musk, Finding Red Flags in the Investing Industry & Unity Announces Plans to Merge with IronSource 7/13/22 Jul 13, 2022

Our anchors begin today’s show with CNBC’s Mike Santoli breaking down the impact of the morning’s CPI data on high-growth tech trading, and Citi analyst Ron Josey shares his outlook for Amazon amid the current inflationary environment. Then, our Julia Boorstin reports on Twitter filing a lawsuit against Elon Musk in hopes of getting him to complete his deal to buy the platform. Next, QVR Advisors CIO and Managing Member Benn Eifert joins after publishing a new piece on red flags in the investment industry, and CNBC’s Steve Kovach covers video game software company Unity’s plans to merge with app business platform ironSource. Later, Guggenheim Partners Senior Managing Director Robert Bartlett offers his thoughts on consolidation in the software space, and we circle back to the Musk-Twitter lawsuit with Vanderbilt Law Professor Morgan Ricks.

Etsy CEO Josh Silverman and Code.org CEO Hadi Partovi on Expanding Computer Science Education & NetApp CEO George Kurian on Enterprise Cloud Outlook 7/12/22 Jul 12, 2022

Our anchors begin today’s show with CNBC’s Mike Santoli looking ahead to the impact of tomorrow’s inflation numbers on high-growth tech trading, and Morgan Stanley Head of Global Auto Research Adam Jonas offers his thoughts on a potential car from Apple. Then, Etsy CEO Josh Silverman and Code.org Co-Founder and CEO Hadi Partovi join after signing a new letter alongside 500 other corporate leaders calling on governors to expand access to computer science classes in schools across the country. Later, data management company NetApp CEO George Kurian offers his outlook for macro and foreign exchange crosswinds affecting the enterprise cloud space.

Elon Musk Looks to Scrap Twitter Deal, The Bull Case for Meta and Alphabet & Family Offices Go Big on Crypto 7/11/22 Jul 11, 2022

Our anchors begin today’s show covering Elon Musk looking to scrap his deal to buy Twitter, and Satori Fund Founder Dan Niles shares his thoughts on the state of the broader market. Then, Goldman Sachs Managing Director Eric Sheridan offers his bear case for Meta and Alphabet, and CNBC’s Leslie Picker breaks down the performance of hedge funds in the first half of 2022. Next, we circle back to the Twitter-Musk legal battle with analysis from Columbia Law School Professor Zohar Goshen, and CNBC’s Robert Frank reports on prominent family offices investing large portions of their holdings in digital currencies. Later, Council on Foreign Relations Senior Fellow Sebastian Mallaby joins after publishing a new column in the Washington Post betting big on crypto’s future.

Breaking Down the Growth Rally, The Bull Case for Software and Semis & Tether CTO Paolo Ardoino on the Stablecoin Ecosystem 7/8/22 Jul 08, 2022

Our anchors begin today’s show breaking down the rally in growth stocks with CNBC’s Dom Chu, and Goldman Sachs Asset Management Portfolio Manager Brook Dane joins with his bull case for software and semiconductors. Then, Former Square Executive Chairman Jackie Reses offers her outlook for fintech, and CNBC’s Steve Kovach highlights the week’s gains for mega-cap tech names. Next, CNBC’s Steve Liesman covers recent comments from Fed Governor Lael Brainard on the crypto space, and stablecoin Tether Chief Technology Officer Paolo Ardoino shares his insight amid the broader turbulence hitting digital currencies. Later, our Julia Boorstin recaps her interview with Liberty Media CEO Greg Maffei from the Sun Valley conference, covering M&A, the expansion of Formula 1 and more.

Tech Start-Up Funding Plunges in 2022, A Look at TikTok’s User Data Storage & Samsung Reports Q2 Results 7/7/22 Jul 07, 2022

Our anchors begin today’s show with CNBC’s Mike Santoli weighing in on the market’s rotation back into growth, and Craft Ventures Co-Founder David Sacks offers his insight on tech start-ups amid the current volatility. Then, Platformer Editor Casey Newton joins after publishing a new piece on TikTok’s storage of user data, and CNBC’s Kristina Partsinevelos reports on Samsung’s Q2 results. Next, Evercore ISI Head of Internet Research Mark Mahaney shares his outlook for the sector, and our Julia Boorstin covers the latest on the broader pullback in ad spending from the Sun Valley conference in Idaho. Later, CNBC’s Kate Rooney breaks down the role of FTX CEO Sam Bankman-Fried in helping to stabilize the crypto ecosystem.

Amazon Takes Stake in Grubhub, Arm CEO Rene Haas on Chip Space Outlook & Sun Valley Conference Kicks Off in Idaho 7/6/22 Jul 06, 2022

Our anchors begin today’s show with Needham analyst Bernie McTernan offering his insight on Amazon taking a stake in food delivery platform Grubhub, and Evercore ISI analyst Amit Daryanani explains his recent decision to downgrade HP. Then, Incisive Ventures Founder and Managing Partner Martin Tobias makes his case against VC firms becoming investment advisors, and chip designer Arm CEO Rene Haas shares his outlook for the broader semiconductor space. Later, our Julia Boorstin reports from the Sun Valley conference in Idaho as some of the biggest names in media and tech gather with macroeconomic uncertainty, streaming and advertising spending in full focus.

Tesla Misses Q2 Vehicle Delivery Estimates, A Look at Andy Jassy’s First Year as Amazon CEO & Breaking Down Micron’s Earnings and Guidance 7/5/22 Jul 05, 2022

Our anchors begin today’s show looking at Tesla missing the Street’s consensus for Q2 vehicle deliveries, with insight from CNBC’s Phil LeBeau and Threadneedle Ventures Founder and Managing Partner Ann Berry. Then, Morgan Stanley analyst Erik Woodring shares his thoughts on Apple amid the current macro environment, and Madrona Venture Group Managing Partner Matt McIlwain joins with his perspective on what to expect from Amazon CEO Andy Jassy’s second year on the job. Next, CNBC’s Mike Santoli looks at the Nasdaq pricing in negative investor sentiment, and former VMware COO Sanjay Poonen offers his perspective on what to expect from tech trading in the second half of 2022. Later, our team breaks down chipmaker Micron posting earnings and disappointing guidance amid a volatile year for semiconductor stocks.

TechCheck+ 'The Offer' EP Nikki Toscano on Showcasing The Making of 'The Godfather' 7/1/22 Jul 01, 2022

: CNBC's Carl Quintanilla sits down with Nikki Toscano, showrunner and executive producer of "The Offer” on Paramount+, to dive into how the limited series showcases Oscar-winning producer Albert S. Ruddy's never-before-seen experiences making “The Godfather.” They discuss how the show’s producers cast fresh faces to play cinema icons Al Pacino and Marlon Brando, competing in a flooded streaming environment contending with bidding wars, and words of advice for young up-and-coming showrunners entering the industry.

Meta Slashes Engineer Hiring Targets, Micron’s Guidance Miss Sends Shares Sliding & FTX Reportedly Looks to Buy BlockFi 7/1/22 Jul 01, 2022

Our anchors begin today’s show covering Meta’s plans to adapt to the current downturn, and Bessemer Venture Partners’ Elliott Robinson joins with his outlook for the cloud sector. Then, Needham analyst Rajvindra Gill shares his insight on chipmaker Micron’s latest earnings and guidance. Next, we take a deep dive into rumors that crypto exchange FTX might be looking to buy crypto lender BlockFi with CNBC’s Kate Rooney and Telstra Ventures General Partner Yash Patel. Former Google SVP of Ads and Commerce Sridhar Ramaswamy also discusses Meta’s digital ad spend, and CNBC’s Leslie Picker breaks down the macro headwinds driving a drop in buyout volume. Later, CNBC’s Phil LeBeau reports on a lawsuit alleging racial abuse against Black employees at Tesla, and we share highlights from the latest episode of our Carl Quintanilla’s “Binge” digital series, sitting down with “The Offer” Showrunner and Executive Producer Nikki Toscano.

TechCheck+ Yelp's Chief Diversity Officer on Roe v. Wade Reversal 6/30/22 Jun 30, 2022

How are tech executives responding to the Supreme Court’s ruling to overturn Roe v. Wade? TechCheck producer Brandon Gomez talks with Yelp's Chief Diversity Officer Miriam Warren. They discuss the ruling's impact on company benefits for employees, covering out-of-state travel for reproductive care and how their companies decide when to weigh in on social issues that impact their teams.

Bumble CEO Whitney Wolfe Herd on Roe v. Wade, Digital Realty CEO William Stein Responds to Chanos Short & Snapchat Unveils New Subscription Service 6/30/22 Jun 30, 2022

Our anchors start today’s show breaking down the first half of the year for tech trading with Wall Street Journal markets reporter Gunjan Banerji and Neuberger Berman CIO of Global Research Strategies Hari Ramanan. Then, CNBC’s Kate Rooney reports on the SEC rejecting crypto investment platform Grayscale’s proposal to turn its Bitcoin fund into an ETF. Next, Bumble Founder and CEO Whitney Wolfe Herd offers her thoughts on the Supreme Court overturning Roe v. Wade and more, and Digital Realty CEO William Stern joins to respond to investor Jim Chanos’ short on data center companies. Later, CNBC’s Steve Kovach reports on the potential impact of China’s Covid lockdowns on Apple’s business, and our Julia Boorstin covers the features that will become available through the new Snapchat Plus subscription service.

FCC Commissioner Calls for App Stores to Remove TikTok, Pinterest CEO Ben Silbermann Announces Plans to Step Down & iPhone Celebrates 15th Anniversary 6/29/22 Jun 29, 2022

Our anchors begin today’s show looking at the current environment for short sellers with GGV Capital Managing Partner Jeff Richards, and FCC Commissioner Brendan Carr joins after publishing a letter calling for Apple and Google to remove TikTok from their app stores. Then, CNBC’s Frank Holland recaps his interview with FedEx CEO Raj Subramaniam ahead of the company’s investor day, and Greycroft Partner Kamran Ansari offers his perspective on Pinterest as founder and CEO Ben Silbermann announces plans to step down. Next, our Jon Fortt shares highlights from his conversation on the current market turbulence with Nasdaq CEO Adena Friedman, and CNBC’s Leslie Picker breaks down the effects of the recent crypto collapse on the broader financial system. CNBC’s Kate Rooney also reports on customers being impacted by crypto company Celsius Network freezing withdrawals. Later, Wall Street Journal Senior Personal Technology Columnist Joanna Stern and CNBC’s Steve Kovach share their insight on Apple as the Journal debuts a new documentary marking the 15th anniversary of the iPhone.

FTX Denies Robinhood Acquisition Rumors, A Look at the Fintech Consolidation Landscape & Big Tech Pushes Back Against Anti-LGBTQ Legislation 6/28/22 Jun 28, 2022

Our anchors start today’s show covering the rumors that crypto exchange FTX might be looking to buy trading platform Robinhood, with insight from CNBC’s Kate Rooney and Slow Ventures General Partner Sam Lessin. Then, Bain & Company Partner Michael Cashman offers his perspective on the broader consolidation landscape in fintech, and Jefferies analyst Brent Thill joins to discuss his upgrade of cloud computing firm Snowflake. Next, our Julia Boorstin looks at catalysts sending Disney shares higher, and Wedbush Securities Head of Equity Trading Sahak Manuelian shares his outlook for tech amid the ongoing volatility. Later, CNBC’s Steve Kovach reports on big tech names pushing back against anti-LGBTQ legislation.

Tech Companies React to Overturn of Roe v. Wade, Snowflake CEO Frank Slootman on User Conference & FalconX CEO Raghu Yarlagadda on Latest Funding Round 6/27/22 Jun 27, 2022

We start today’s show with New Street Advisors Group Founder and CEO Delano Saporu sharing his outlook for Meta, Coinbase and more, and Citi Co-Head of U.S. Software Equity Research Tyler Radke joins with his top picks amid the volatility. Then, our Julia Boorstin reports on the reaction of tech companies to the Supreme Court overturning Roe v. Wade, and Snowflake CEO Frank Slootman offers his main takeaways from the cloud computing firm’s recent global user conference. Later, FalconX CEO Raghu Yarlagadda discusses the crypto trading platform doubling its valuation with a $150 million funding round.

The Supreme Court Overturns Roe v. Wade 6/24/22 Jun 24, 2022

We spend today’s show bringing you CNBC’s breaking coverage of the Supreme Court overturning Roe v. Wade, with live reporting from Chief General News Anchor Shepard Smith and insight on the implications of the ruling moving forward.

Federal Reserve Chair Jerome Powell Testifies Before the House Financial Services Committee 06/23/22 Jun 23, 2022

We spend today’s show covering Federal Reserve Chairman Jerome Powell’s live testimony on monetary policy before the House Financial Services Committee, discussing inflation, quantitative tightening, unemployment and more.

Federal Reserve Chair Jerome Powell Testifies Before the Senate Banking Committee 6/22/22 Jun 22, 2022

We spend today’s show bringing you Federal Reserve Chairman Jerome Powell’s live testimony on monetary policy before the Senate Banking Committee, sharing his thoughts on interest rates, inflation, energy prices and more.

TechCheck+ Crypto Winter; Where does bitcoin go next? 6/21/2022 Jun 21, 2022

CNBC TechCheck’s Deirdre Bosa on the latest bitcoin price volatility and continued fallout with Samson Mow, CEO of JAN3.

Snap CEO Evan Spiegel on Outlook, ProShares Launches First Bitcoin Short ETF & Gong CEO Amit Bendov on Tech Revenue Guidance 06/21/22Bitcoin Short ETF & Gong CEO Amit Bendov on Tech Revenue Guidance 06/ Jun 21, 2022

Our anchors begin today’s show with Snap CEO Evan Spiegel after the social media platform started testing a paid subscription model last week to try boosting revenue. Then, CNBC’s Kate Rooney reports on the recent crash in crypto prices, and ProShares Global Investment Strategist Simeon Hyman joins after launching the first Bitcoin short ETF. Next, CNBC’s Frank Holland looks at how currency values are impacting growth for cloud and enterprise tech, and revenue forecasting firm Gong Co-Founder and CEO Amit Bendov offers his thoughts on sales guidance amid the ongoing volatility. Later, Verge Editor-in-Chief Nilay Patel previews the news site’s Netflix series, “The Future Of,” before the show premieres tonight.

Finding Reasons for Near-Term Bullishness, Elon Musk Holds First Meeting with Twitter Staff & The State of Crypto in Latin America 6/17/22 Jun 17, 2022

Our anchors begin today’s show with CNBC’s Mike Santoli analyzing the Nasdaq 100 losing a third of its value amid the recent volatility, and NorthmanTrader Founder Sven Henrich offers some reasons for being bullish in the near term. Then, CNBC’s Steve Kovach recaps highlights from Elon Musk’s first meeting with Twitter’s staff, and Bank of America analyst Jessica Reif Ehrlich shares her outlook for media stocks. Next, March Capital Co-Founder and Managing Partner Sumant Mandal discusses where to find value following yesterday’s tech sell-off, and CNBC’s Kate Rooney reports on crypto investor sentiment in Miami. Later, Big Technology newsletter author Alex Kantrowitz joins after publishing a new piece on the state of digital currency in Latin America, and CNBC’s Frank Holland covers efforts being taken to increase minority representation in tech.

Nasdaq Plunges to Start the Morning, T-Mobile CEO Mike Sievert on Free In-Flight Internet Announcement & Silvergate Capital CEO Alan Lane on Crypto Plunge 6/16/22 Jun 16, 2022

Our anchors begin today’s show with CNBC’s Mike Santoli breaking down the Nasdaq selling off to start the morning, and Satori Fund Founder Dan Niles offers his outlook for whether investors should expect more pain ahead for the markets. Then, T-Mobile CEO Mike Sievert joins as the telecom provider announces free in-flight internet and streaming on U.S. airlines, and crypto bank Silvergate Capital CEO Alan Lane offers his outlook as the ongoing volatility hammers digital currencies. Next, CNBC’s Dom Chu covers some of the top tech laggards plunging on the day, and Microsoft EVP and Chief Commercial Officer Judson Althoff discusses the company launching a new product to expand its influence in the sales software market. Later, CNBC’s Kristina Partsinevelos takes a deeper dive into some of the worst performing names across fintech, semiconductors and Chinese tech.

The Bull Case for Netflix, Maryland Apple Store Workers Kick Off Union Vote & Ways to Improve Hybrid Work Meetings 06/15/22 Jun 15, 2022

Our anchors begin today’s show breaking down defensive tech plays amid the volatility in the markets with CNBC’s Dom Chu, and Credit Suisse Head of U.S. Equity Strategy and Quantitative Research Jonathan Golub offers his long-term outlook for the sector. Then, Cowen analyst John Blackledge joins to discuss his bull case for Netflix, and CNBC’s Steve Kovach reports on Apple Store workers in Maryland kicking off their union election today. Next, we bring in a pair of opposing viewpoints on Bitcoin as the digital currency continues its declines this morning, with crypto investor and Archetype Venture Partner Katherine Wu facing off against crypto critic and Pinboard Founder Maciej Ceglowski. Later, Wall Street Journal Senior Personal Technology Columnist Joanna Stern discusses remote work trends and ways to improve hybrid meetings.

Finding Software Plays Amid Volatility, Coinbase Announces Layoffs & Congressional Lawmakers Work Toward Tech Legislation 06/14/22 Jun 14, 2022

Our anchors begin today’s show hunting for defensive and value plays in software with Wells Fargo Senior Analyst Michael Turrin and Altimeter Capital Partner Jamin Ball. Then, CNBC’s Kate Rooney breaks down crypto exchange Coinbase’s plans to lay off 18% of its workforce. Next, MoffettNathanson analyst Lisa Ellis and Castle Island Ventures Founding Partner Nic Carter offer their takes on how to play the digital currency space, and CNBC’s Kristina Partsinevelos covers some of 2022’s top Nasdaq laggards. Later, Wilmington Trust Head of Investment Strategy Meghan Shue discusses her outlook for tech amid fears of a recession, and CNBC’s Ylan Mui reports on congressional lawmakers working toward new privacy legislation and a tech antitrust bill.

Nasdaq Plunges to Start the Week, Former Zillow CEO Spencer Rascoff on Finding Value in Amazon & Bitcoin Hits Lowest Levels Since Late 2020 6/13/22 Jun 13, 2022

Our anchors begin today’s show breaking down the morning’s massive sell-off with CNBC’s Mike Santoli, and CNBC’s Steve Kovach breaks down the impact of the volatility on some of the biggest names in tech. Then, Zillow Co-Founder and Former CEO Spencer Rascoff shares his bull case for Amazon, and CNBC’s Kate Rooney looks at Bitcoin hitting its lowest levels since late 2020. Next, Bank of America analyst Jason Kupferberg weighs in on consumer interest in crypto, and Goldman Sachs analyst Kash Rangan offers insight on finding value in the software space. Later, New Street Advisors Group Founder and CEO Delano Saporu and Neuberger Berman Managing Director Daniel Flax share a broader perspective on navigating the volatility and hunting for opportunity in the current environment.

TechCheck+ Jim Cramer in San Francisco 6/10/22 Jun 10, 2022

Join CNBC TechCheck’s Deirdre Bosa for a livestream with Jim Cramer at CNBC’s 1 Market Studio in San Francisco. As Jim wraps up his week on the west coast, they’ll discuss the state of tech in the markets, the CNBC Investing Club, and takeaways from his week in Silicon Valley.

Jim Cramer Joins to Talk Today’s Tech Weakness, DocuSign CEO on the Quarter & How to Play the Sell-Off 6/10/22 Jun 10, 2022

Our anchors kick off this Friday’s show with Jim Cramer covering today’s big movers amid the broader sell-off. Then, DocuSign CEO Dan Springer joins to break down the latest quarterly results that sent shares off a cliff this morning. Later, we discuss how to play the sell-off with Needham Portfolio Manager Chris Retzler. Plus, New York Times Reporter Peter Coy joins to speak about his latest op-ed, “The U.S. Tech Sector is Looking Weak. That’s a Geopolitical Risk.”

The Bull and Bear Case for Meta, Microsoft Launches Game Pass Service for Samsung TVs & Citi Lowers Estimates on Intel 06/09/22 Jun 09, 2022

Our anchors begin today’s show taking a deep dive into Meta’s valuation, headwinds and more with CNBC’s Dom Chu and our Julia Boorstin. Then, Canvas Ventures General Partner Mike Ghaffary and Jefferies analyst Brent Thill debate the bull and bear cases for Meta, and CNBC’s Steve Kovach reports on Microsoft launching a game pass service for Samsung TVs. Next, Citi analyst Christopher Danely shares his outlook for Intel and the broader chip space, and Bernstein analyst Nikhil Devnani weighs in on top picks DoorDash, Etsy and Uber. Later, CNBC’s Kate Rooney covers SEC Chair Gary Gensler’s proposed rule changes for stock trading firms.

Breaking Down Netflix-Roku Acquisition Rumors, Flexport CEO Ryan Petersen on C-Suite Change & Smartsheet CEO Mark Mader on Results 6/8/22 Jun 08, 2022

Our anchors start today’s show hunting for opportunity amid the down market with CNBC’s Dom Chu, and our Julia Boorstin reports on rumors surrounding Netflix acquiring streamer Roku. Then, MoffettNathanson Senior Managing Director Michael Nathanson circles back with more insight on Netflix, and Flexport CEO Ryan Petersen joins after announcing outgoing Amazon Worldwide Consumer CEO Dave Clark will become the freight forwarding company’s new CEO. Next, CNBC’s Bob Pisani joins for a look at the crypto landscape from Piper Sandler’s Global Exchange Conference, and our Julia Boorstin returns with highlights from Spotify’s first investor day since going public in 2018. Later, Smartsheet CEO Mark Mader breaks down the software-as-a-service firm’s latest results and guidance.

MongoDB CEO Dev Ittycheria on Outlook, GitLab CEO Sid Sijbrandij on Q1 Beat & Uber Teams with Waymo on Autonomous Trucking 6/7/22 Jun 07, 2022

Our anchors begin today’s show with CNBC’s Jim Cramer sharing his thoughts on Apple following the start of the tech giant’s Worldwide Developers Conference, and MongoDB CEO Dev Ittycheria offers insight as the software firm hosts its investor day. Next, our Julia Boorstin reports on Texas Attorney General Ken Paxton opening an investigation into bot accounts on Twitter, and Verge Editor-in-Chief Nilay Patel circles back for a closer look at Apple’s biggest announcements from WWDC. DevOps platform GitLab CEO Sid Sijbrandij also joins after beating the Street’s expectations in Q1, and CNBC’s Kate Rooney delivers an update on PayPal letting users transfer crypto on and off the platform. Later, CNBC’s Phil LeBeau covers Uber’s plans to team up with Waymo on autonomous trucking.

What to Expect from Apple’s WWDC, Affirm CEO Max Levchin on Buy-Now-Pay-Later Outlook & Big Tech Reacts to Potential Federal Privacy Bill Jun 06, 2022

Our anchors start today’s show with Satori Fund Founder Dan Niles offering his outlook for the markets, and CNBC’s Steve Kovach joins Wall Street Journal Senior Personal Technology Columnist Joanna Stern to share their expectations for Apple’s annual Worldwide Developers Conference. Next, our Julia Boorstin reports on the latest in the Elon Musk-Twitter saga, and Affirm Founder and CEO Max Levchin shares his thoughts on the headwinds facing the buy-now-pay-later space. Later, CNBC’s Kate Rooney breaks down software firm MicroStrategy’s attempts to become a Bitcoin company, and CNBC’s Ylan Mui covers big tech’s reaction to a new bipartisan bill that could create a federal framework for data collection and privacy.

Previewing Apple’s Worldwide Developers Conference, Layoffs Sweep Across Tech & Autonomous Robo-Taxi Service Gains Approval in San Francisco 6/3/22 Jun 03, 2022

Our show begins with President Joe Biden delivering remarks on the May jobs report before our anchors share highlights from interviews with HashiCorp CEO Dave McJannet, PagerDuty CEO Jennifer Tejada and Samsara CEO Sanjit Biswas offering their outlook after delivering Q1 results. Then, BMO Wealth Management Chief Investment Strategist Yung-Yu Ma joins with his thoughts on the volatility in tech, and CNBC’s Steve Kovach breaks down the latest on Apple as the tech giant gets set to kick off its annual Worldwide Developers Conference. Later, CNBC’s Kate Rooney covers layoffs and hiring freezes sweeping across the sector, and CNBC’s Phil LeBeau reports on autonomous vehicle company Cruise gaining approval to offer a robo-taxi service to paying riders in San Francisco.

TechCheck+ Guild Co-founder & CEO Rachel Romer Carlson 6/2/22 Jun 02, 2022

CNBC's Julia Boorstin chats with Guild co-founder and CEO Rachel Romer Carlson on the heels of the edtech unicorn announcing a $175 million Series F financing round this morning, including an investment from Oprah Winfrey.

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