TechCheck

CNBC
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Jan 19, 2023 • 44min

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

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. 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 18, 2023 • 43min

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

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. 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 17, 2023 • 20min

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

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. 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 17, 2023 • 43min

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

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. 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 13, 2023 • 44min

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

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. 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 12, 2023 • 44min

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

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. 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 11, 2023 • 44min

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

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. 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 10, 2023 • 18min

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

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. 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 10, 2023 • 44min

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

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. 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 9, 2023 • 43min

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

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. 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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