TechCheck

CNBC
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Jan 14, 2022 • 44min

Tech’s Continued Sell-Off, Increased Gaming Interest Across Social Media & Sexism Allegations Against SpaceX

Our anchors begin today’s show joined by CNBC’s Dom Chu, who covers the recent tech sell-off with the Nasdaq on track for its third consecutive negative week. Then, Credit Suisse Co-Head of Quantitative Research and Senior Equity Strategist Patrick Palfrey joins with thoughts on the potential for low PE stocks to lead the market in 2022. CNBC’s Courtney Reagan also reports on December’s decrease in retail sales, and our Julia Boorstin analyzes heightened interest in gaming across platforms including Twitter, Facebook and Reddit. Next, CNBC’s Mike Santoli takes a long-term look at the Nasdaq’s performance, and our Jon Fortt shares highlights from his Fortt Knox interview with Snowflake CEO Frank Slootman. Later, Former SpaceX Mission Integration Engineer Ashley Kosak visits to discuss her allegations of sexism against her former employer. 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, 2022 • 43min

TSMC’s Record Q4 Profits, Checkout.com’s $1 Billion Series D Round & Chegg CEO Dan Rosensweig on the Future of EdTech

Our anchors start today’s show covering chipmaker TSMC’s Q4 results, with insight and top sector picks from Cambiar Investors Investment Principal Joseph Chin. Then, CNBC’s Leslie Picker reports on the trading debut of private equity firm TPG, and former Amazon Studios Head of Strategy Matthew Ball provides a look at opportunities in the metaverse. Checkout.com CEO Guillaume Pousaz also visits after the online payments company raised $1 billion in Series D funding. Next, our Julia Boorstin highlights some key trends among start-ups as CNBC seeks nominations for its annual Disruptor 50 list. Later, education tech firm Chegg CEO Dan Rosensweig joins to discuss the platform’s new, more personalized study service, “Learn With Chegg.” 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, 2022 • 43min

Apple’s Reported MLB Streaming Talks, Redwood Materials CEO JB Straubel on EV Batteries & Bitcoin Leverage Hits a Record High

Our anchors start today’s show with software valuations amid a series of calls on growth stocks, joined by GGV Capital Managing Partner Jeff Richards. Then, our Julia Boorstin covers Apple’s reported interest in acquiring the rights to stream MLB games on select regular season weekdays. Next, Bank of America analyst Jason Kupferberg discusses his decision to upgrade Coinbase to a buy rating, and CNBC’s Phil LeBeau sits down with EV battery recycling firm Redwood Materials CEO JB Straubel in an exclusive interview on the company’s new facility in Nevada. CNBC’s Kate Rooney also looks at the recent boom in Bitcoin leverage, adding to risks of volatility. Later, app business platform ironSource CEO Tomer Bar-Zeev offers insight on the growth of mobile gaming and a series of recent deals in 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 11, 2022 • 60min

Key Factors Weighing on Tech Stocks, Fed Chair Jerome Powell’s Confirmation Hearing & GameStop’s NFT Marketplace Plans

Our anchors begin today’s show taking a look at inflation, rising rates and comments from the Fed currently weighing on tech stocks, with insight from Wedgewood Partners CIO David Rolfe. We also track Fed Chair Jerome Powell’s confirmation hearing as he appears before the Senate Banking Committee in search of a second term leading the central bank. Later, CNBC’s Frank Holland reports on the first anniversary of the Reddit rebellion and gaming retailer GameStop’s plans to develop an NFT marketplace. 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, 2022 • 46min

Tech Opportunities Amid the Nasdaq’s Sell-Off, Take-Two Interactive’s Plans to Acquire Zynga & Merck CEO Robert Davis on Covid Treatments

Our anchors begin today’s show looking at the Nasdaq’s sell-off, with insight on the sector from CNBC’s Mike Santoli. Next, Plexo Capital Managing Partner Lo Toney joins to discuss investment opportunities in tech for 2022 and video game publisher Take-Two Interactive’s planned acquisition of mobile game developer Zynga. Then, CNBC’s Meg Tirrell interviews Merck CEO Robert Davis from the virtual J.P. Morgan Health Care Conference, and Satori Fund Founder Dan Niles visits to break down the Nasdaq’s latest slump. Our Julia Boorstin also reports on a series of media stocks soaring on their M&A potential, including ViacomCBS, Discovery and AMC Networks. Later, Evercore ISI Managing Director Rich Ross delivers his top picks for the year ahead, including Nvidia and Tesla. 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 7, 2022 • 52min

Tech Stocks Slide to Start 2022, Goldman Sachs’ Top Software Picks for the Year Ahead & New York Times CEO Meredith Kopit Levien on Plans to Acquire The Athletic

Our anchors begin today’s show looking at the Nasdaq on track for its worst week since November, with insight on the downturn from Pacaso and Zillow Co-Founder Spencer Rascoff. Next, we talk software with Goldman Sachs analyst Kash Rangan, who delivers some top picks for the year ahead including Microsoft, Salesforce and Adobe. Then, our Jon Fortt brings us his interview with Abbott Laboratories CEO Robert Ford, who highlights the biotech firm’s latest wearable health products and demand for its at-home COVID-19 tests. Later, New York Times CEO Meredith Kopit Levien visits after the newspaper announced plans to acquire sports media giant The Athletic for $550 million. 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 6, 2022 • 44min

Tech’s Big Tumble, Exclusive Interview with Logitech CEO Bracken Darrell & Fed Tightening Hits Fintech and Cloud Stocks

Our anchors begin today’s show covering the tech sell-off with Satori Fund Founder Dan Niles, who also shares his top picks for 2022. Then, CNBC’s Eamon Javers covers the changes social media platforms have made in the wake of the Capitol riots last January 6th. Also, Logitech CEO Bracken Darrell joins in an exclusive interview as part of our Consumer Tech Week to highlight various consumer tech trends. Next, CNBC’s Kristina Partsinevelos covers the impact of the Federal Reserve’s tightening on fintech stocks, and Wolfe Research Analyst Darrin Peller digs deeper into fintech plays. Our Julia Boorstin also reports on Fed taper plans hitting cloud stocks, and CNBC’s Robert Frank delivers some stark numbers on tech billionaires hemorrhaging cash to start the year. And later, CNBC’s Leslie Picker highlights several hedge funds dumping tech stocks at a breakneck pace. 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 5, 2022 • 44min

Qualcomm CEO Cristiano Amon on Expansion Into Autos, Exclusive Interview with Amazon SVP of Devices and Services Dave Limp & HP CEO Enrique Lores on Newly Announced Products

Our anchors begin today’s show looking at negative tech sentiment with CNBC’s Mike Santoli after UBS downgraded the entire sector to neutral. Then, Qualcomm CEO Cristiano Amon joins in a first on CNBC interview to discuss expansion into the automotive space. Next, Amazon SVP of Devices and Services David Limp visits in an exclusive interview to talk Alexa, the company’s Astro robot and much more. HP CEO Enrique Lores also joins exclusively as the company announces nearly 50 new products and services, including desktops, gaming products and video conferencing tools. Later, our Julia Boorstin highlights growth opportunities in social stocks, and CNBC’s Phil LeBeau previews GM CEO Mary Barra’s keynote speech at CES. 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 4, 2022 • 44min

Elizabeth Holmes’ Partially Guilty Verdict, Exclusive Interview with AMD CEO Lisa Su & A Final Send-off for Blackberry Phones

Our anchors begin today’s show with CNBC’s Yasmin Khorram recapping the partially guilty verdict in the trial of Elizabeth Holmes. Next, Byron Deeter of Bessemer Venture Partners delivers some of his top cloud picks for the year ahead, including Datadog and Snowflake. Then, AMD CEO Lisa Su joins in an exclusive interview to kick off our Consumer Tech Week as AMD announces 25 new products today. We also follow up on the Holmes verdict with Former Wall Street Journal Reporter and “Bad Blood” Author John Carreyrou, whose work helped crack the case open. Then, our Julia Boorstin reports on Warren Buffett’s massive stake in Apple, and Bernstein Analyst Mark Shmulik offers insight on the metaverse. Later, our anchors pay tribute to Blackberry phones, which go offline today after 22 years. 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 3, 2022 • 44min

Tech Outlook for 2022, Tesla’s Record Deliveries & Slow Ventures’ Sam Lessin on Crypto and Web3

Our anchors start off today’s show with the latest bullish chip calls. Then, New Street Advisors Founder and CEO Delano Saporu joins to share his outlook for tech in 2022. CNBC’s Phil LeBeau also covers Tesla’s record deliveries for the latest quarter and Wedbush Securities Analyst Dan Ives joins for more on the stock. Next, we have Slow Ventures General Partner Sam Lessin to talk all things crypto and Web3. Later, CNBC’s Julia Boorstin covers the battle over 5G’s rollout as well as Twitter’s permanent account ban of Georgia Congresswoman Marjorie Taylor Greene. We also have CNBC’s Robert Frank with the details on record insider sales for tech execs. 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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