TechCheck

CNBC
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Feb 9, 2023 • 43min

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

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. 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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Feb 8, 2023 • 44min

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

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.  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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Feb 7, 2023 • 16min

TechCheck+ Microsoft CEO Satya Nadella 2/7/23

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.  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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Feb 7, 2023 • 44min

Big Tech Doubles Down on AI, Arm CEO Rene Haas on Chip Sector & Predictions for the Future of Television 02/07/23

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. 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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Feb 6, 2023 • 44min

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

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. 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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Feb 3, 2023 • 17min

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

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. 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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Feb 3, 2023 • 43min

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

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. 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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Feb 2, 2023 • 43min

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

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. 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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Feb 1, 2023 • 43min

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

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. 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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Jan 31, 2023 • 44min

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

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. 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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