TechCheck

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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.