TechCheck

CNBC
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Sep 8, 2021 • 42min

The SEC vs. Coinbase, PayPal to Acquire Paidy for $2.7 Billion & Checking in on Cloud Stocks

Our anchors start off the morning on Coinbase after the SEC targeted the platform’s lending product “Coinbase Lend” ahead of its launch. We also bring you the details on PayPal’s planned acquisition of Japanese payment company Paidy for $2.7 billion as the buy now, pay later space heats up. Then, Slow Ventures General Partner Sam Lessin joins to share his take on the fintech space and the world of crypto. Plus, CNBC’s Dom Chu is here to break down this morning’s moves in crypto following yesterday’s big Bitcoin drop. Next, Bessemer Ventures Partner Byron Deeter joins to share his cloud investment thesis. Later, Morgan Stanley Managing Director Brian Nowak is here to speak about his latest note detailing why an Amazon branded TV could be a needle mover. We also have CNBC’s Scott Cohn with fresh updates on Elizabeth Holmes’ trial as it begins today. And later, Wall Street Journal Reporter Joanna Stern joins to discuss what to expect from Apple’s annual product event scheduled for next week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Sep 7, 2021 • 42min

eToro’s New U.S. CEO Lule Demmissie, Apple Employee’s NLRB Complaint & El Salvador Adopts Bitcoin as Legal Currency

Our anchors start off the morning with a check on software stocks with CNBC’s Dom Chu taking a look at names spanning from Fortinet and FireEye to Microsoft and Adobe. Then, CNBC’s Mike Santoli joins to cover a divergence in the market between caution and the so-called “crazy.” Next, trading platform eToro’s new U.S. CEO Lule Demmissie joins as she takes on the role. Then, CNBC’s Dom Chu returns to check in on crypto with Bitcoin plunging this morning. Later, Apple employee Cher Scarlett joins after filing a complaint with the National Labor Relations Board against Apple for interfering with efforts to gather wage data. Also, Argus Financial Research Director and buy now, pay later bear Stephen Biggar is here to talk the trend. Later, CNBC’s Phil LeBeau speaks with Solid Power Co-Founder and CEO Doug Campbell about the EV battery startup’s big investment to increase production capacity. And don’t miss CNBC’s Mackenzie Sigalos with all the details on El Salvador officially making Bitcoin a legal currency today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Sep 3, 2021 • 44min

Breaking Down Software Earnings, YouTube Chief Business Officer Robert Kyncl & Earnings Exclusive with MongoDB CEO

Our anchors start off this Friday morning with details on software earnings from Hewlett Packard Enterprise, PagerDuty and MongoDB. Then, Hewlett Packard Enterprise CEO Antonio Neri joins for more on the company’s most recent quarter. Plus, we bring you the latest headlines from Apple, including the company’s announcement today that it will put its new child safety features on hold. Then, YouTube Chief Business Officer Robert Kyncl joins as YouTube hits a major milestone of 50 million Premium and Music subscribers. We also cover Netflix’s record run with the stock posting gains for 14 out of the last 15 trading sessions. Later, PagerDuty CEO Jennifer Tejada joins exclusively on the company’s strong second quarter and current quarter guidance. And don’t miss an earnings exclusive interview with MongoDB CEO Dev Ittycheria. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Sep 2, 2021 • 45min

Apple’s App Store Concession, The Rise of Social Audio & “Bad Blood” Author John Carreyrou on Elizabeth Holmes’ Trial

Our anchors start off today’s show with the details on Apple’s latest app store changes as part of a settlement with the Japan Fair Trade Commission. We bring in Platformer Editor Casey Newton to further break down the changes and share where he sees future growth for the company outside of its app store. We also have the details on YouTube Music hitting a major milestone of 50 million paid subscribers and we cover the launch of Twitter’s subscription service Super Follows. Next, Co-Founder of new social podcasting app Callin’ and Former PayPal COO David Sacks joins to discuss the social audio space and investing in fintech. Later, we’re following the Elizabeth Holmes trial with “Bad Blood” Author John Carreyrou joining us live outside the courthouse in San Jose to share his take on the case. Then, we hear from Solv CEO Heather Fernandez as the health tech startup secures a $45 million funding round. And later, Wall Street Journal Reporter Joanna Stern is here to share her thoughts on Apple’s app store saga. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Sep 1, 2021 • 44min

Nasdaq Hits an All-Time High, Google’s New Partnership with C3 AI & Former DOJ Antitrust Chief on Regulating Big Tech

Our anchors start off today’s show with Wolfe Research Analyst Jeff Kvaal reversing his bear take on Apple as the stock hits an all-time high. Then, Bespoke Investment Group Co-Founder Paul Hickey joins to share his thoughts on the market as we kick off the first trading day of the month with a Nasdaq all-time high. We also have CNBC’s Eunice Yoon on China’s new data and cybersecurity laws going into effect today. Next, we hear exclusively from Google Cloud CEO Thomas Kurian and C3 AI CEO Tom Siebel on a new partnership announced this morning. Plus, CNBC’s Yasmin Khorram is live outside the courtroom with fresh updates on day two of jury selection for Elizabeth Holmes’ trial. Later, Former DOJ Antitrust Chief Makan Delrahim joins to discuss regulating Big Tech touching on South Korea’s new app store law and much more. Also, Rosenblatt Securities Analyst Mark Zgutowicz is here after he downgraded Facebook to neutral this morning. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Aug 31, 2021 • 44min

Breaking Down Zoom Earnings, South Korea Passes App Store Bill & Databricks CEO on New Funding Round

To start off the show our anchors bring you all the details on Zoom earnings reported after the bell yesterday. Then, Deutsche Bank Director of Equity Research Matthew Niknam joins to further discuss Zoom as the stock tumbles more than 15 percent this morning. We also have Mizuho Analyst Dan Dolev share his thoughts on Amazon and Affirm’s new partnership with Mizuho bumping up its price target for Affirm on the news. Next, CNBC’s Eunice Yoon joins with the details on South Korea officially passing its bill targeting app stores. Then, “The Verge” Editor-in-Chief Nilay Patel is here to share his thoughts on app store regulation. Plus, CNBC’s Scott Cohn joins live outside the San Jose courthouse where Elizabeth Holmes’ trial is set with the latest details on the case. And Later, Databricks Co-Founder and CEO Ali Ghodsi joins as the company announces a $1.6 billion funding round bringing its valuation to $38 billion. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Aug 30, 2021 • 44min

Big Tech’s Lobbying Power, Cracking Down on App Stores & PayPal Explores Stock Trading Feature

To start off today’s show, CNBC’s Mike Santoli joins our anchors to cover how much is left in the tank for this tech rally. We also have all the details on China cracking down on entertainment with a new ban for young gamers. Plus, we cover Amazon’s partnership with Affirm to offer buy now, pay later and FuboTV’s push into gaming. Then, American Economic Liberties Project Fellow Reed Showalter joins to discuss his new report on Big Tech’s lobbying power and influence. Next, we have New York Times Contributor and “Sway” podcast host Kara Swisher to speak about the crackdown on app stores as South Korea prepares to vote on a law prohibiting in-app commission fees. We also have CNBC’s Kate Rooney with the scoop on PayPal exploring the launch of a stock trading platform. And later, Marvell Technology CEO Matt Murphy joins in an earnings exclusive to break down the company’s latest quarter. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Aug 27, 2021 • 44min

Apple’s App Store Update, A New China Growth Fund & Peloton Post-Earnings

To start of the show our anchors have all the details on Apple’s latest app store changes as part of a settlement to a class action lawsuit. Then, Coalition for App Fairness Executive Director Meghan DiMuzio joins to share her criticism of the new changes. Next, we have William Blair Portfolio Manager Vivian Lin Thurston to speak about her new China Growth Fund launching in an unfriendly environment for Chinese stocks. We also have Wedbush Analyst James Hardiman, a Peloton bear, to discuss the stock after the company’s latest earnings report. Plus, Former Uber Chief Business Officer Emil Michael joins to discuss recent regulatory decisions targeting gig economy companies like Uber. Then, CNBC’s Frank Holland is here with a story on how one conference is aiming to increase diversity in tech companies. And later, we return to Apple’s latest update with Slow Ventures General Partner and Former Facebook VP Sam Lessin who thinks competition is under assault. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Aug 26, 2021 • 44min

Breaking Down Cloud Earnings, Paychex CEO on 50th Anniversary & 10 Years of Facebook Messenger

Our anchors kick off the morning with the latest earnings results from Snowflake, Salesforce and Box. Then, Wolfe Research Managing Director Alex Zukin joins to further break down Salesforce’s numbers. We also cover the latest in the chip space with Western Digital reportedly in talks to buy Japan’s Kioxia and Apple’s supplier Taiwan Semiconductors hiking up chip prices. Next, Paychex CEO Martin Mucci joins to discuss the fintech space and his company as Paychex celebrates its 50th anniversary. Later, Fundstrat Global Advisors’ Tom Lee joins to talk markets following the Nasdaq and S&P 500’s record closes yesterday. Plus, CNBC’s Julia Boorstin shares the highlights from her interview with Facebook Messenger VP Stan Chudnovsky as the app hits its 10-year anniversary. And later, “The Verge” Senior Reporter Ashley Carman joins on her article detailing how Joe Rogan’s influence may be waning after taking his podcast exclusively to Spotify Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Aug 25, 2021 • 44min

The Nasdaq’s Record Climb, Exclusive Interviews with Intuit CEO and Twilio CEO & OnlyFans Reverses its Content Ban

Our anchors start off the morning on the Nasdaq’s record climb with CNBC’s Mike Santoli here to break down valuations in tech. Then, we cover the latest surge in the meme stock world led by meme stock darlings GameStop and AMC. Plus, we bring you all the details on Warby Parker filing to go public via direct listing in an environment that has been unfriendly to direct-to-consumer IPOs. Then, in two exclusive interviews, we hear from Intuit CEO Sasan Goodarzi on the quarter, and later, Twilio Co-Founder and CEO Jeff Lawson on the company’s decision to invest in a SPAC. Next, CNBC’s Julia Boorstin covers her interview with Calibrate CEO Isabelle Kenyon as the telehealth startup announces a $100 million funding round. Also, hear why OnlyFans reversed its decision to ban explicit content on its platform. Plus, we have Brex Co-Founder and Co-CEO Henrique Dubugras on the fintech company’s launch of venture debt financing Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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