TechCheck

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

28 Apr 2023

Contributed by Lukas

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...

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

25 Apr 2023

Contributed by Lukas

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

TechCheck+ Google on Defense 4/21/23

21 Apr 2023

Contributed by Lukas

Is something happening to Google’s dominance? For two decades it enjoyed one of the best business models in history – search. The stock boomed. Th...

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

20 Apr 2023

Contributed by Lukas

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-CUTTI...

Google’s New Phone. Why? 4/19/23

19 Apr 2023

Contributed by Lukas

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 $170...

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

18 Apr 2023

Contributed by Lukas

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 Ne...

Samsung CONSIDERED Replacing Google Search 4/17/23

17 Apr 2023

Contributed by Lukas

Deirdre is back with the story of Samsung considering switching from Google as its default search engine. Where’d it think about going? Microsoft Bi...

Tesla Price Cuts & Walmart Sells Bonobos 4/14/23

14 Apr 2023

Contributed by Lukas

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 ab...

Jassy’s Letter to Amazon Shareholders 4/13/23

13 Apr 2023

Contributed by Lukas

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...

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

12 Apr 2023

Contributed by Lukas

Warner Brothers and Discovery combining HBOMax and Discovery+ and naming it… Max? Inside WBD’s new streaming service. Plus – the difference betw...

PC Demand Falls 4/10/23

11 Apr 2023

Contributed by Lukas

CNBC’s Steve Kovach and Kristina Partsinevelos report on demand fears from top technology producers. Hosted by Simplecast, an AdsWizz company. See p...

TechCheck+ Creator of 'Extrapolations' on Apple TV+ 4/6/23

06 Apr 2023

Contributed by Lukas

Carl Quintanilla sits down with Scott Z. Burns, the creator, EP, and showrunner of 'Extrapolations' on Apple TV+ for a long-ranging conversation on ho...

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

06 Apr 2023

Contributed by Lukas

Chamath Palihapitiya released his annual investor letter. His SPACs and public investments have cratered. Where to look for lessons in that performanc...

TechCheck+ Sports Rights Sleeper Hold 4/6/23

06 Apr 2023

Contributed by Lukas

Ari Emanuel & Vince McMahon. WWE & UFC. Apple & Major League Soccer? A whole lot of investors, owners, CEOs and companies are betting that the value o...

Google Takes On Nvidia in AI 4/5/23

05 Apr 2023

Contributed by Lukas

AI is redrawing the lines of competition in big tech. Today it's Google going after Nvidia, arguing its supercomputers / computing capacity is faster ...

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

03 Apr 2023

Contributed by Lukas

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 invest...

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

31 Mar 2023

Contributed by Lukas

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 busi...

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

27 Mar 2023

Contributed by Lukas

Today the CFTC sues Binance, CEO CZ and other members of management, arguing they “have failed to properly supervise Binance’s activities and, ind...

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

24 Mar 2023

Contributed by Lukas

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 i...

TechCheck+ Amazon’s Missing Profit 3/24/23

24 Mar 2023

Contributed by Lukas

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 i...

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

21 Mar 2023

Contributed by Lukas

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 tod...

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

17 Mar 2023

Contributed by Lukas

Tiger Global is reportedly writing down its venture portfolio – marking to market some of those massive unicorn investments it made before the marke...

TechCheck+ The VC Bailout 3/17/23

17 Mar 2023

Contributed by Lukas

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 ma...

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

17 Mar 2023

Contributed by Lukas

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...

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

15 Mar 2023

Contributed by Lukas

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 plann...

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

15 Mar 2023

Contributed by Lukas

CNBC’s Carl Quintanilla sits down with Jon Favreau – creator, executive producer, and writer behind "The Mandalorian" as it enters its third seaso...

The Meta Layoffs 3/14/23

14 Mar 2023

Contributed by Lukas

Inside Mark Zuckerberg’s decision to lay off another ten thousand employees at Meta Hosted by Simplecast, an AdsWizz company. See https://pcm.adswiz...

TechCheck+ Jack Henry CEO David Foss on SVB collapse 3/24/23

14 Mar 2023

Contributed by Lukas

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

13 Mar 2023

Contributed by Lukas

Tech moved decidedly higher Monday following the U.S. government’s decision to backstop Silicon Valley Bank’s depositors – why, what that tells...

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

10 Mar 2023

Contributed by Lukas

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 sp...

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

10 Mar 2023

Contributed by Lukas

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 th...

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

10 Mar 2023

Contributed by Lukas

Mark Zuckerberg has promised this is the “year of efficiency” – out is the metaverse, in are cost cuts, focus, discipline. But one noted tech in...

TechCheck+ Bessemer Venture Partners' Elliott Robinson 3/9/23

09 Mar 2023

Contributed by Lukas

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

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

09 Mar 2023

Contributed by Lukas

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 in...

Software Buyouts 3/8/23

08 Mar 2023

Contributed by Lukas

"a difficult time in this market" -- can make for some interesting opportunities. Deirdre looks at a few possible buyout targets within software, base...

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

07 Mar 2023

Contributed by Lukas

Why are tech companies doing multiple rounds of layoffs? Meta reportedly the latest. Investor Brad Gerstner told CNBC today: “This is a re-founding ...

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

06 Mar 2023

Contributed by Lukas

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...

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

03 Mar 2023

Contributed by Lukas

Semiconductor stocks have outperformed this year – why, why now and what it has to do with AI and ChatGPT. Amazon pausing further construction on it...

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

03 Mar 2023

Contributed by Lukas

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,...

The Real Story in Enterprise Spending and Cash Burn 3/2/23

02 Mar 2023

Contributed by Lukas

Salesforce was strong, but Snowflake and Box forecasts have the street worried. Plus – speaking of growth, Rivian’s cash burn has us thinking abou...

The Pressure on Salesforce and Putting The Instacart Before The Horse 3/1/23

01 Mar 2023

Contributed by Lukas

Salesforce reported strong numbers, but it’s under pressure from a number of activist investors pushing for margin growth. And the IPO market has b...

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

28 Feb 2023

Contributed by Lukas

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 tryi...

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

28 Feb 2023

Contributed by Lukas

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. ventu...

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

27 Feb 2023

Contributed by Lukas

Deirdre Bosa debuts the new TechCheck format – the stories investors need to know within tech. The gang starts with a discussion of unprofitable, hi...

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

17 Feb 2023

Contributed by Lukas

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 ...

TechCheck+ Exclusive: SNAP CEO Evan Siegel 2/16/23

17 Feb 2023

Contributed by Lukas

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...

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

16 Feb 2023

Contributed by Lukas

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 Kristi...

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

15 Feb 2023

Contributed by Lukas

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 ...

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

15 Feb 2023

Contributed by Lukas

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 Leigh...

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

14 Feb 2023

Contributed by Lukas

CNBC's Julia Boorstin chats with CookUnity co-founder and CEO Mateo Marietti on creating the first chef-to-consumer marketplace in food delivery, clos...

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

14 Feb 2023

Contributed by Lukas

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’...

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

13 Feb 2023

Contributed by Lukas

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 repo...

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

12 Feb 2023

Contributed by Lukas

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 ye...

Breaking Down Super Bowl Ad Spending, Expedia Group CEO Peter Kern on Earnings & DraftKings CEO Jason Robins on Sports Betting 2/10/23

10 Feb 2023

Contributed by Lukas

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...

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

10 Feb 2023

Contributed by Lukas

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 ferti...

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

09 Feb 2023

Contributed by Lukas

CNBC's Julia Boorstin speaks with Shivani Siroya, founder and CEO of Tala, an emerging markets microlender. Siroya dives into the the company's succes...

Disney’s Earnings Beat the Street, Sonos CEO Patrick Spence on Q4 Results & General Motors Partners with GlobalFoundries 2/9/23

09 Feb 2023

Contributed by Lukas

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 ...

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

08 Feb 2023

Contributed by Lukas

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 Ni...

TechCheck+ Microsoft CEO Satya Nadella 2/7/23

07 Feb 2023

Contributed by Lukas

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

07 Feb 2023

Contributed by Lukas

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-Found...

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

06 Feb 2023

Contributed by Lukas

Our anchors begin today’s show with Macquarie Head of Technology Research Americas Sarah Hindlian-Bowler offering her outlook for the rest of Q1, an...

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

03 Feb 2023

Contributed by Lukas

CNBC’s Carl Quintanilla sits down with ‘The Last of Us' Craig Mazin – the showrunner, co-creator, executive producer, writer, and director behin...

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

03 Feb 2023

Contributed by Lukas

Our anchors begin today’s show discussing disappointing Q4 results from Alphabet and Amazon, with insight from Cowen Managing Director John Blackled...

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

02 Feb 2023

Contributed by Lukas

We begin today’s show discussing Meta’s latest earnings sending shares surging, with insight from our Julia Boorstin and Bernstein analyst Mark Sh...

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

01 Feb 2023

Contributed by Lukas

We begin today’s show with our Julia Boorstin breaking down Snap’s Q4 results, and Goldman Sachs Managing Director Eric Sheridan shares his expect...

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

31 Jan 2023

Contributed by Lukas

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 V...

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

30 Jan 2023

Contributed by Lukas

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...

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

27 Jan 2023

Contributed by Lukas

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 ...

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

26 Jan 2023

Contributed by Lukas

CNBC's Pippa Stevens chats with Jake Loosararian, co-founder and CEO of Gecko Robotics. Loosararian shares his expectations and predictions around AI ...

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

26 Jan 2023

Contributed by Lukas

Our anchors begin today’s show with CNBC’s Dom Chu covering the intersection of GDP and tech stocks, and Bernstein Managing Director Toni Sacconag...

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

25 Jan 2023

Contributed by Lukas

Our anchors begin today’s show with CNBC’s Steve Kovach and Goldman Sachs analyst Kash Rangan breaking down Microsoft’s latest earnings. Then, C...

TechCheck+ Plaid CEO Zach Perret on his 2023 fintech predictions 1/24/23

24 Jan 2023

Contributed by Lukas

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 finte...

Microsoft Reports Earnings After the Bell, Amazon Unveils New Prescription Drug Perk & Plaid CEO Zach Perret on Fintech Outlook 01/24/23

24 Jan 2023

Contributed by Lukas

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 To...

Spotify Announces Layoffs, Playing the China Tech Rally & Big Banks Plan New Payment Wallet 1/23/23

23 Jan 2023

Contributed by Lukas

Our anchors begin today’s show with CNBC’s Frank Holland and Deutsche Bank analyst Brad Zelnick covering activist investor Elliott Management repo...

Alphabet Announces Layoffs, Netflix Surges on Q4 Subscriber Adds & President Biden’s Tech Scorecard 1/20/23

20 Jan 2023

Contributed by Lukas

Our anchors begin today’s show with Big Technology newsletter author Alex Kantrowitz discussing Alphabet laying off 12,000 employees. Then, we break...

TechCheck+ Cybersecurity Tech with Walmart's Chief Information Security Officer 1/19/23

19 Jan 2023

Contributed by Lukas

CNBC’s Frank Holland sits down with Walmart’s chief information security officer Jerry Geisler at Walmart headquarters in Arkansas to discuss the ...

Big Tech Earnings Season Gets Started, Breyer Capital CEO Jim Breyer on Meta & Crypto Lender Genesis Prepares to File for Bankruptcy 01/19/23

19 Jan 2023

Contributed by Lukas

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 H...

Microsoft Announces Layoffs, Mastercard CEO Michael Miebach on Consumer Demand & Walmart Ups Investment in Tech 1/18/23

18 Jan 2023

Contributed by Lukas

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 ann...

TechCheck+ The Future of Biotech Innovation and Investment 1/17/23

17 Jan 2023

Contributed by Lukas

CNBC's Meg Tirrell sits down with Dr. Christiana Bardon, co-managing director of BioImpact Capital, one of the world’s largest dedicated biotech inv...

Citi CEO Jane Fraser on Economic Outlook, Splunk CEO Gary Steele on Cybersecurity & Guggenheim Downgrades Microsoft to Sell 1/17/23

17 Jan 2023

Contributed by Lukas

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 Fo...

What Q4 Bank Earnings Mean for Tech, Retail Investors Return to Meme Stocks & Apple CEO Tim Cook Takes 40% Pay Cut 1/13/23

13 Jan 2023

Contributed by Lukas

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 da...

Nelson Peltz Launches Proxy Fight with Disney, December CPI Data Shows Inflation Easing & Box CEO Aaron Levie on Software Outlook 1/12/23

12 Jan 2023

Contributed by Lukas

Our anchors begin today’s show with New York Times columnist Jim Stewart discussing billionaire investor Nelson Peltz’s activist firm launching a ...

Barclays Cuts Estimates on Apple, Digital Advertising Trends to Watch in 2023 & Gauging a Potential Tech Stock Recovery 1/11/23

11 Jan 2023

Contributed by Lukas

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 wit...

TechCheck+ Pay Equity with 'Girls Who Code' founder Reshma Saujani

10 Jan 2023

Contributed by Lukas

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 ...

Medtronic CEO Geoffrey Martha on Biotech Developments, Coinbase Announces Layoffs & Novartis CEO Vasant Narasimhan Shares Health Care Outlook 1/10/23

10 Jan 2023

Contributed by Lukas

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 Profes...

China Tech Rallies to Start 2023, What’s to Expect from IPOs This Year & WWE Explores a Sale 1/9/23

09 Jan 2023

Contributed by Lukas

Our anchors begin today’s show with Annandale Capital Founder and Chairman George Seay discussing his outlook for Apple, Uber and crypto. Then, CNBC...

TechCheck+ Magic Leap CEO Peggy Johnson from CES on the AR revolution 1/6/23

06 Jan 2023

Contributed by Lukas

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 202...

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

06 Jan 2023

Contributed by Lukas

Our anchors begin today’s show with Trivariate Research Founder Adam Parker sharing his outlook for software and semis, and Nasdaq CEO Adena Friedma...

TechCheck+ Roku CEO Anthony Wood live from CES

05 Jan 2023

Contributed by Lukas

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 ...

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

05 Jan 2023

Contributed by Lukas

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’...

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

04 Jan 2023

Contributed by Lukas

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, CN...

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

03 Jan 2023

Contributed by Lukas

Our anchors begin today’s show with CNBC’s Phil LeBeau and New Street Research analyst Pierre Ferragu discussing Tesla missing estimates for year-...

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

30 Dec 2022

Contributed by Lukas

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 Mik...

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

29 Dec 2022

Contributed by Lukas

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 f...

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

28 Dec 2022

Contributed by Lukas

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 Stev...

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

27 Dec 2022

Contributed by Lukas

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...

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

23 Dec 2022

Contributed by Lukas

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 secto...

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

22 Dec 2022

Contributed by Lukas

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 A...

Finding Value in E-Commerce, The State of Big Tech Regulations & What to Expect from Disney in 2023 12/21/22

21 Dec 2022

Contributed by Lukas

Our anchors begin today’s show with Plexo Capital Founding Managing Partner Lo Toney discussing the e-commerce landscape for 2023, and MoffettNathan...

What to Expect from Amazon’s Holiday Season, Wedbush Initiates Coverage Across Software & Finding Top Chip Picks for 2023 12/20/22

20 Dec 2022

Contributed by Lukas

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 T...