TechCheck

CNBC
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Dec 2, 2021 • 42min

Apple Shares Fall on Report of Weaker iPhone 13 Demand, Exclusive Interview with Snowflake CEO Frank Slootman & Square Announces Name Change

Our anchors kick off today’s show with CNBC’s Mike Santoli covering the slump we’re seeing in software stocks and what’s driving the broader tech market. Then, Wedbush Securities Analyst Daniel Ives joins on his decision to raise Apple’s price target to a street high amid reports of weak iPhone 13 demand. Plus, Snowflake CEO Frank Slootman joins in an exclusive interview after the company beat revenue expectations for its latest quarter and issued higher guidance through the end of the year. Next, are movie stocks a good buying opportunity? CNBC’s Julia Boorstin is here to analyze theater names plunging on concerns over the omicron variant. Also, C3 AI CEO Thomas Siebel joins as the stock hits all-time lows this morning despite beating second quarter estimates. Next, we have Okta CEO Todd McKinnon to talk quarterly results, hybrid work and much more. And later, our anchors highlight Square CEO Jack Dorsey announcing plans to change the company’s corporate name to Block. 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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Dec 1, 2021 • 43min

Salesforce in the Red Post-Earnings, Box CEO on the Quarter & Exclusive Interview with Amazon Web Services CEO Adam Selipsky

Our anchors start off today’s show with weak guidance sending shares of Salesforce lower this morning. Then, CNBC’s Mike Santoli is here to cover software versus semiconductors versus everything else. Next, NorthmanTrader Founder Sven Henrich joins to talk “the good, the bad and the ugly” in today’s market. We also have Box CEO Aaron Levie here with the stock rallying this morning after an earnings beat. Plus, it’s cloud week! Our Jon Fortt brings us his exclusive conversation with the new Amazon Web Services CEO Adam Selipsky on innovation in chips, the impact of inflation on pricing and much more. Later, CNBC’s Robert Frank has the details on CEOs unloading a record amount of shares this year. And also, in a second Cloud Week interview, we hear from Microsoft Executive Vice President Jason Zander. 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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Nov 30, 2021 • 60min

Tracking Today’s Losses, Federal Reserve Chair Jerome Powell’s Comments Hit Equities & Let’s Talk Taper

Our anchors kick of the morning with CNBC’s Mike Santoli as the market begins dropping after a short-lived rally yesterday. Then, Wells Fargo Chairman of Global Internet Investment Banking Bob Peck is here to further discuss the market, M&A activity, valuations and much more. Next, we listen in on Federal Reserve Chair Jerome Powell’s testimony before the U.S. Senate Banking Committee. We also have CNBC’s Steve Liesman cover Fed Chair Powell’s comments that the central bank may accelerate its taper of bond purchases. We bring in Yardeni Research’s Ed Yardeni, Wilmington Trust Investment Advisor’s Meghan Shue and Lafayette College Endowment CIO Krishna Memani to further discuss the sell-off, how it changes their playbooks and how the new COVID-19 omicron variant plays a role. 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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Nov 29, 2021 • 43min

Jack Dorsey to Step Down as Twitter CEO, Flexport CEO on the Supply Chain & Nextdoor CEO Talks Company Growth

Our anchors kick off the morning with news that Jack Dorsey will be stepping down as the CEO of Twitter. Then, Platformer Editor Casey Newton and Plexo Capital’s Lo Toney are here to share their thoughts on the change in Twitter’s leadership. Next, CNBC’s Kate Rooney joins to cover how Dorsey’s move will affect the other company he runs, Square. We also have CNBC’s Kristina Partsinevelos with the details on port backlogs. Then, Flexport CEO Ryan Petersen is here for more on the current supply chain and shipping disruptions. Plus, Nextdoor CEO and Former Square CFO Sarah Friar joins to discuss Nextdoor’s growth and Jack Dorsey stepping down as the CEO of Twitter. 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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Nov 26, 2021 • 60min

Tracking Today’s Sell-Off, Work-From-Home Winners & Sezzle CEO Talks Buy Now, Pay Later

Our anchors kick off this Friday morning with CNBC’s Meg Tirrell with the details on the new COVID-19 variant. Then, CNBC’s Mike Santoli is here to discuss today’s sell-off. We also have Bleakley Advisory Group CIO Peter Boockvar and New Street Advisors CEO Delano Saporu for more on the sell-off and where they are looking for opportunity. Next, CNBC’s Kate Rooney joins to cover the sell-off hitting cryptocurrencies. Then, Evercore ISI’s Mark Mahaney joins with his top picks, including Meta Platforms and Uber. Later, Piper Sandler Analyst James Fish is here to discuss work-from-home stocks with names like Zoom in the green today. Plus, CNBC’s Frank Holland has the story on whether supply chains will hold up this holiday season. Later, Sezzle CEO Charlie Youakim joins to discuss the buy now, pay later space. And don’t miss the Dean of Brown University’s School of Public Health Dr. Ashish Jha for more on the new South African COVID variant. 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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Nov 24, 2021 • 43min

Cathie Wood’s Latest Strategy, Underweight on Robinhood & Betting Against Innovation

Our anchors kick off today’s show with Cathie Wood’s latest strategy that she says is like “Ark on steroids.” Then, Bespoke Investment Group Co-Founder Paul Hickey joins to discuss inflation, cloud, semiconductors and much more. Next, JP Morgan Analyst Ken Worthington is here to talk Robinhood with shares down nearly 20 percent in the last five sessions. Then, CNBC’s Leslie Picker is here to with the details on short interest at all-time lows. Next, we have Tuttle Capital Management CEO Matthew Tuttle to discuss his new ETF that is betting against Cathie Wood’s Ark Innovation Fund. And later, Nutanix CEO Rajiv Ramaswami joins to discuss the company’s latest earnings report. 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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Nov 23, 2021 • 51min

Zoom Plummets Post-Earnings, “The Tesla-Financial Complex” & Shipt CEO on the Holiday Season

Our anchors start off today’s show with Zoom’s stock plummeting following its latest earnings report. Then, Citi Software Analyst Tyler Radke joins for more on Zoom, which he calls a high-risk play. Next, CNBC’s Mike Santoli is here to break down what’s driving the recent market activity. We also have Wedgewood Partners CIO David Rolfe share where he sees opportunity in today’s market and why he’s bullish on Taiwan Semiconductor. Then, CNBC’s Kate Rooney covers payment stocks slipping as we head into the holiday season. Plus, Financial Times Correspondent Robin Wigglesworth joins to discuss his latest piece “The ‘Tesla-Financial Complex’: how carmaker gained influence over markets.” Also, CNBC’s Dom Chu covers the negative sentiment around Cathie Wood’s Ark ETF. And later, CEO of delivery service Shipt Kelly Caruso is here to discuss what to expect this holiday shopping season. 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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Nov 22, 2021 • 43min

Goldman Sachs Calls Amazon a Top Pick, Roku Gets Downgraded to Sell & What’s Next for Activision Blizzard?

Our anchors kick off today’s show with CNBC’s Mike Santoli on the connection between interest rates, inflation and the valuation of tech stocks. Then, we have Goldman Sachs Managing Director Eric Sheridan who named Amazon a top pick going into the holiday season. Plus, CNBC’s Ylan Mui has the details on President Biden nominating Jerome Powell for a second term as Chairman of the Federal Reserve. Next, Moffett Nathanson Founding Partner Michael Nathanson is here to talk streaming stocks after he downgraded Roku to sell. Also, CNBC’s Scott Cohn is here with the latest updates on the Elizabeth Holmes trial. Then, Corporate Governance Expert and ValueEdge Advisors Vice Chair Nell Minow joins to discuss what’s next for Activision Blizzard after CEO Bobby Kotick told colleagues he would consider leaving the company. And later, we cover why Adele pushed Spotify to remove its shuffle feature from all artist albums. 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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Nov 19, 2021 • 43min

Apple at All-Time Highs, Intuit CEO on the Quarter & Betting on Bitcoin ETFs

Our anchors kick off this Friday morning with news that Chamath Palihapitiya sold 15% of his stake in fintech company Sofi in addition to issuing caution to investors. Then, we take a look at today’s earnings movers including Intuit, Palo Alto Networks and Applied Materials. Next, Bernstein Analyst Toni Sacconaghi joins to give his take on Apple with the stock trading at record highs today. We also have Intuit CEO Sasan Goodarzi after the company posted strong results for its latest quarter. Later, VanEck CEO Jan van Eck is here after the company launched a new Bitcoin futures ETF this week after the SEC rejected its pure play Bitcoin ETF. Then, CNBC’s Courtney Reagan joins to talk e-commerce trends from top retailers like Target and Walmart. Also, CNBC’s Frank Holland has the details on how Amazon is preparing for Black Friday. Plus, don’t miss Morgan Stanley’s underappreciated metaverse picks. 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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Nov 18, 2021 • 43min

Nvidia Pops on Strong Earnings, Sonos CEO on the Quarter & Activision Blizzard Taking the Heat

CNBC’s Jim Cramer joins our anchors to kick off this morning’s show covering Nvidia and Alibaba post-earnings and UBS naming Square a top pick. Then, CNBC’s Dom Chu has the breakdown of what’s driving the tech sector’s rally. Next, Sonos CEO Patrick Spence joins after the company reported a strong forecast, even though sales missed estimates for the quarter. Later, CNBC’s Josh Lipton is here to cover Activision Blizzard taking the heat after reports showed CEO Bobby Kotick knew of sexual misconduct at the company for years. And later, we return to Nvidia with BMO Capital Markets Analyst Ambrish Srivastava who has an outperform rating on the stock. Plus, we have the details on Amazon teaming up with Starbucks to launch a café in Manhattan. 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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