TechCheck

CNBC
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Sep 22, 2022 • 44min

Tech Reacts to Fed Rate Hikes, Meta Looks to Cut Costs & Qualcomm CEO Cristiano Amon on Automotive Business 9/22/22

Our anchors begin today’s show with NorthmanTrader Founder Sven Henrich breaking down the impact of the Fed’s latest rate hike, and MoffettNathanson analyst Sterling Auty joins after initiating coverage on 25 software names. Then, our Julia Boorstin reports on the latest cost cutting measures from Meta, and Qualcomm CEO Cristiano Amon discusses the chipmaker’s push into the automotive market. Later, Fundstrat Global Advisors Managing Partner Tom Lee offers his thoughts on whether to expect more pain ahead for growth stocks, and CNBC’s Kate Rooney covers crypto exchange FTX reportedly looking to raise up to $1 billion in new venture capital. 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 21, 2022 • 1h 1min

Bank CEOs Testify Before Congress, President Biden Addresses United Nations & New York Attorney General Letitia James Announces Lawsuit Against Former President Trump 9/21/22

We spend today’s show covering the testimony of several banking leaders before the House Financial Services Committee, including JPMorgan Chase CEO Jamie Dimon, Bank of America CEO Brian Moynihan and Citigroup CEO Jane Fraser. We also bring you President Biden’s address to the United Nations General Assembly on Russia’s invasion of Ukraine, and a press conference from New York Attorney General Letitia James announcing a lawsuit against former President Trump, the Trump Organization, and three of his children over allegations of fraud. 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 20, 2022 • 44min

DoorDash CEO Tony Xu on Inflation, Volatility Weighs on Software Stocks & Nvidia Announces New Products 9/20/22

Our anchors begin today’s show with Satori Fund Founder Dan Niles offering his predictions for how the market could respond to this week’s Fed meeting. Then, DoorDash Co-Founder and CEO Tony Xu joins for an exclusive interview on the delivery platform’s new partnerships, consumer sentiment and outlook for inflation. Next, Morgan Stanley analyst Erik Woodring takes a deep dive into the demand picture for Apple’s new iPhones, and Bessemer Venture Partners’ Elliott Robinson discusses the volatility weighing on software stocks. Later, CNBC’s Kristina Partsinevelos reports on chipmaker Nvidia’s latest product announcements. 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 19, 2022 • 44min

A Look at Tech Consolidation, Oppenheimer Upgrades Netflix & Appian CEO Matt Calkins on Investing in Growth Opportunities 9/19/22

Our anchors begin today’s show with CNBC’s Jim Cramer sharing his outlook for Meta, Netflix and investor concerns as the Street braces for another rate hike from the Fed. Then, Bain & Company Partner Anne Hoecker offers her take on consolidation in tech, and Oppenheimer Managing Director Jason Helfstein joins after upgrading Netflix to outperform. Later, CNBC’s Frank Holland tracks the movement of several cloud stocks, and Appian Founder and CEO Matt Calkins discusses his plans to use the current downturn as an opportunity to grow the enterprise software firm’s business. 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 16, 2022 • 44min

Uber Reports Cybersecurity Incident, California Files Antitrust Lawsuit Against Amazon & FTX CEO Sam Bankman-Fried’s Growing Crypto Empire 9/16/22

Our anchors begin today’s show with New Street Advisors Group Founder and CEO Delano Saporu offering his outlook for softening demand across tech, and CNBC’s Eamon Javers reports on a cybersecurity incident affecting Uber. Then, California Attorney General Rob Bonta joins to discuss the state’s new antitrust lawsuit against Amazon, and Incisive Ventures Managing Partner Martin Tobias weighs in on Adobe’s plans to acquire design platform Figma. Later, our Julia Boorstin covers how tech and media companies are positioned for a decline in advertising spending, and CNBC’s Kate Rooney shares her interview with FTX CEO Sam Bankman-Fried on his growing crypto empire. 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 15, 2022 • 50min

Adobe Announces Plans to Acquire Figma, EDX CEO Jamil Nazarali on Crypto Exchange Launch & Breaking Down the NFL’s Streaming Push 9/15/22

Our anchors begin today’s show with Plexo Capital Founding Managing Partner Lo Toney offers his insight on Adobe’s plans to acquire design platform Figma, and Evercore ISI Head of Internet Research Mark Mahaney joins after upgrading Netflix to outperform. Then, we cover a press conference from President Biden on the recent agreement struck between rail companies and unions to avoid a nationwide strike. Next, our Jon Fortt shares highlights from his interviews at Goldman Sachs’ Communacopia Conference with the CEOs of software firms Nutanix and MongoDB. We also sit down with EDX CEO Jamil Nazarali to discuss the new crypto exchange’s launch, backed by a blend of financial leaders and venture capital firms. Later, CNBC’s Kate Rooney reports on higher funding costs facing buy-now-pay-later companies, and NFL Chief Media and Business Officer Brian Rolapp discusses the league’s opening weekend and push into streaming. 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 14, 2022 • 44min

What to Expect from Yesterday’s Record Losses, Airbnb CEO Brian Chesky on Travel Demand & Reviewing the iPhone 14 9/14/22

Our anchors begin today’s show with CNBC’s Mike Santoli and Wall Street Journal reporter Gunjan Banerji taking a look at the markets on the heels of yesterday’s record losses. Then, our Deirdre Bosa shares highlights from her exclusive conversation with Airbnb Co-Founder and CEO Brian Chesky at Goldman Sachs’ Communacopia Conference, and Cresset Capital CIO Jack Ablin offers his take on yesterday’s CPI report. Next, CNBC’s Frank Holland covers the volatility hitting cloud stocks, and our Jon Fortt recaps his Communacopia interviews with the CEOs of enterprise software firms Informatica and Bill.com. Later, our Julia Boorstin reports on the underperformance of Meta, and CNBC’s Sofia Pitt joins with a review of the new iPhone 14. 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 13, 2022 • 55min

Tech Plunges on August CPI Data, Palo Alto Networks CEO Nikesh Arora on Cybersecurity Outlook & Pinterest CEO Bill Ready on Growth Strategies 9/13/22

Our anchors begin today’s show with CNBC’s Mike Santoli and Wells Fargo Investment Institute Head of Global Market Strategy Paul Christopher covering the major indices plunging on the heels of this morning’s CPI data. Then, our Julia Boorstin shares highlights from today’s testimony on Capitol Hill from whistleblower and former Twitter head of security Peiter Zatko. Next, Palo Alto Networks CEO Nikesh Arora offers his outlook for the broader cybersecurity space, and CNBC’s Dom Chu analyzes the sectors hit hardest by today’s inflation report. Wilmington Trust Head of Investment Strategy Meghan Shue also shares her take on the sell-off, and CNBC’s Frank Holland breaks down the weakness affecting cloud stocks. Later, Pinterest CEO Bill Ready discusses his growth strategies for the social media platform. 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 12, 2022 • 43min

Confluent CEO Jay Kreps on Software Outlook, Breaking Down Threats to Goldman Sachs’ Apple Card & Ethereum’s Energy Efficiency Upgrade 9/12/22

Our anchors begin today’s show with CNBC’s Steve Liesman reporting on the New York Fed’s Survey of Consumer Expectations showing falling one- and three-year inflation expectations. Then, CNBC’s Dom Chu breaks down last week’s tech bounce, and Goldman Sachs Managing Director Eric Sheridan offers his take on the volatility plaguing e-commerce. Next, data management firm Confluent Co-Founder and CEO Jay Kreps shares his outlook for enterprise software, and our Julia Boorstin covers the latest from Disney’s D23 fan event. CNBC’s Hugh Son also discusses mounting threats to Goldman Sachs’ Apple card business, and Morgan Stanley Managing Director Brian Nowak makes the case for Amazon as his top internet pick. Later, CNBC’s Kate Rooney joins for a deep dive into Ethereum getting an upgrade projected to make the network more energy efficient. 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 9, 2022 • 43min

Zscaler CEO Jay Chaudhry on Earnings, Intel Breaks Ground on Ohio Chip Factory & Finding Software Consolidation Targets 9/9/22

Zscaler CEO Jay Chaudhry discusses the cloud security company’s latest earnings beat. Intel breaks ground on its chip factory in Ohio. BMO Wealth Management Chief Investment Strategist Yung-Yu Ma offers his long-term bull case for cybersecurity and enterprise software. Crypto prices rise. Union Square Advisors Co-Founder and President Ted Smith shares his outlook for M&A in software.

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