TechCheck

CNBC
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May 2, 2022 • 43min

Onsemi CEO Hassane El-Khoury on Earnings, Finding Value in the Nasdaq’s Decline & Apple Faces EU Regulatory Scrutiny 5/2/22

Our anchors begin today’s show with CNBC’s Mike Santoli breaking down Warren Buffett’s recent investments amid the current volatility following this weekend’s Berkshire Hathaway Shareholders Meeting. Then, Morgan Stanley Managing Director Brian Nowak offers his outlook for big tech on the heels of last week’s earnings, and CNBC’s Frank Holland covers tech names exceeding expectations despite the broader sell-off hitting the sector. Next, Onsemi CEO Hassane El-Khoury joins after the chip supplier posted record earnings, revenue and margins in Q1, and Plexo Capital Founding Managing Partner Lo Toney breaks down places to look for value after the Nasdaq posted its worst month since 2008. Later, our Julia Boorstin reports on the stock performance of media giants including Netflix and Roku, and CNBC’s Steve Kovach looks at the regulatory scrutiny facing Apple in the European Union. 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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Apr 29, 2022 • 43min

Intel CEO Pat Gelsinger on Earnings, Snap CEO Evan Spiegel on New Innovations & Amazon Results Send Shares Plunging 4/29/22

Our anchors begin today’s show with Intel CEO Pat Gelsinger breaking down the chipmaker’s latest earnings, and Snap CEO Evan Spiegel joins for an exclusive conversation following the social media firm’s annual Partner Summit. Then, CNBC’s Dom Chu looks at Amazon from a valuation perspective after the e-commerce giant posted earnings that missed the Street’s expectations. Later, our Julia Boorstin shares highlights from her exclusive interview with streaming platform Roku CEO Anthony Wood, and CNBC’s Steve Kovach weighs in on Apple’s quarterly results. 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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Apr 28, 2022 • 43min

Meta Beats the Street in Q1, ServiceNow CEO Bill McDermott on Results & Previewing Apple’s Earnings 04/28/22

Our anchors begin today’s show breaking down Meta’s Q1 earnings beat with Evercore ISI Head of Internet Research Mark Mahaney, and ServiceNow CEO Bill McDermott joins to discuss the software firm’s latest results. Then, CNBC’s Mike Santoli and Verge Editor-in-Chief Nilay Patel circle back to Meta as the stock targets its best day since 2016. Next, our Jon Fortt recaps his exclusive interview earlier this morning with Qualcomm CEO Cristiano Amon on the chipmaker’s digital transformation. Later, CNBC’s Steve Kovach previews Apple’s earnings with the tech giant reporting after the bell. 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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Apr 27, 2022 • 44min

FAANG Stocks Underperform in 2022, Alphabet’s Q1 Earnings Miss & Microsoft Beats Street in Latest Results 4/27/22

Our anchors begin today’s show looking at the underperformance of FAANG stocks with Fundstrat Global Advisors Managing Partner Tom Lee, and Bernstein Senior Analyst Mark Shmulik weighs in on Alphabet’s Q1 earnings miss. Then, Evercore ISI analyst Kirk Materne discusses Microsoft’s latest results, and CNBC’s Mike Santoli breaks down the impact of valuation compression on different parts of the market. Next, CNBC’s Dom Chu looks at the Nasdaq showing signs of life just a day after hitting fresh lows for the year, and Former VMware COO Sanjay Poonen joins with insight on Microsoft and Google’s growing cloud business. Later, our Julia Boorstin offers an overview of big tech’s start to earnings season ahead of Meta and Pinterest reporting after the bell. 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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Apr 26, 2022 • 49min

Breaking Down the Nasdaq’s Sell-Off, Analyzing Elon Musk’s Purchase of Twitter & A Look at Mega-Caps Fueling Market Swings 4/26/22

Our anchors begin today’s show breaking down the Nasdaq plunging to start the morning with CNBC’s Dom Chu and Satori Fund Founder Dan Niles. Then, Former Andreessen Horowitz Partner Benedict Evans and Slow Ventures General Partner Sam Lessin join to discuss Elon Musk’s purchase of Twitter, and CNBC’s Mike Santoli analyzes the impact of several mega-caps on the market’s daily swings. Next, Kindred Ventures Managing Partner Kanyi Maqubela weighs in on how to play today’s sell-off, and Former Twitter COO and CFO Ali Rowghani offers his perspective on the Twitter-Musk saga. Later, Wilmington Trust Head of Investment Strategy Meghan Shue looks at the ongoing volatility driving new lows for 2022, and CNBC’s Robert Frank reports on Elon Musk becoming America’s most leveraged CEO. 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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Apr 25, 2022 • 42min

Twitter and Elon Musk Reportedly Near a Deal, Previewing This Week’s Big Tech Earnings & Finding Opportunities in Semiconductors 4/25/22

Our anchors start today’s show on reports of Twitter nearing a deal to accept Elon Musk’s purchase offer, with insight from Verge Editor-in-Chief Nilay Patel. Then, Goldman Sachs analyst Eric Sheridan previews this week’s big tech earnings, and Mark Asset Management CEO and Managing Partner Morris Mark breaks down the underperformance of FAANG stocks in 2022. Later, CNBC’s Mike Santoli looks at the Nasdaq amid the broader market sell-off, and Citi analyst Christopher Danely weighs in on opportunities in the semiconductor space. 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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Apr 22, 2022 • 46min

Recapping Snap’s Q1 Results, Treasury Secretary Janet Yellen and ECB President Christine Lagarde on Inflation & Seismic Changes Hit Internet Stocks 4/22/22

Our anchors begin today’s show covering social media firm Snap’s Q1 results, with insight from Guggenheim Securities analyst Michael Morris. Then, Treasury Secretary Janet Yellen and European Central Bank President Christine Lagarde sit down with CNBC’s Sara Eisen to discuss inflation, the Russia-Ukraine conflict and more. Later, ACME Capital Co-Founder and Partner Hany Nada joins for a look at the recent seismic changes in internet stocks, and CNBC’s Dom Chu breaks down a few factors driving the markets lower to start the 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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Apr 21, 2022 • 42min

Tesla’s Q1 Earnings Beat, Apple Store Employees in Atlanta File for Union Election & Warner Bros. Discovery Shuts Down CNN+ 4/21/22

Our anchors begin today’s show breaking down Tesla’s Q1 earnings beat with Bernstein Senior Research Analyst Toni Sacconaghi. Then, Satori Fund Founder Dan Niles discusses Netflix on the heels of the streamer posting a decline in subscribers for the first time in more than a decade. Next, CNBC’s Mike Santoli weighs in on the durability of the big tech trade, and Worm Capital Director of Research Eric Markowitz offers his outlook for Tesla over the decade ahead. Later, CNBC’s Steve Kovach reports on Apple Store employees in Atlanta filing for a union election, and our Julia Boorstin covers news service CNN+ shutting down later this month after launching just three weeks ago. 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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Apr 20, 2022 • 43min

Netflix Posts First Subscriber Loss Since 2011: Breaking Down the Falling Users, Plunging Market Cap & Major Production Deals 4/20/22

Our anchors begin today’s show with Netflix shares cratering after posting its first decline in subscribers since 2011, with insight from Bank of America Director of Equity Research Nat Schindler. Then, Former Amazon Studios Head of Strategy Matthew Ball weighs in on the platform’s plunging market cap, and CNBC’s Mike Santoli breaks down the Nasdaq sinking lower to start the morning. Next, Puck News Founding Partner Matthew Belloni looks at Netflix’s multimillion-dollar deals with major media producers in light of the day’s news. Later, crypto bank Silvergate Capital CEO Alan Lane joins after posting results that beat the Street’s expectations. 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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Apr 19, 2022 • 43min

Former Zillow CEO Spencer Rascoff on Elon Musk’s Twitter Bid, “Shark Tank” Investor Robert Herjavec on Cybersecurity & AOL Co-Founder Steve Case on Big Tech Outlook 4/19/22

Our anchors begin today’s show previewing Netflix’s earnings after the bell with Citi analyst Jason Bazinet, and CNBC’s Leslie Picker reports on the potential for a private equity firm to finance a buyout of Twitter as Elon Musk remains in the bidding for the social media giant. Then, real estate company Zillow Co-Founder and Former CEO Spencer Rascoff weighs in on the Musk-Twitter saga, and “Shark Tank” investor Robert Herjavec shares his insight on investment opportunities in cybersecurity. Next, CNBC’s Dom Chu covers Nasdaq names avoiding the year’s volatility, and AOL Co-Founder Steve Case offers his outlook for big tech. Later, CNBC’s Kate Rooney breaks down the bull and bear cases for Robinhood as the trading platform agrees to buy British crypto firm Ziglu. 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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