TechCheck

Our anchors begin today’s show with Moor Insights & Strategy CEO Patrick Moorhead discussing Apple warning of a major slowdown in iPhone 14 shipments. Then, CNBC’s Steve Kovach covers reports that Meta could be planning large-scale layoffs, and Truist Co-CIO Keith Lerner explains why he downgraded the entire tech sector. Next, Verge Editor-in-Chief Nilay Patel previews upcoming gaming earnings fro...

Our anchors begin today’s show with Wolfe Research Managing Director Darrin Peller breaking down earnings from fintech names Square and PayPal, and Twilio Co-Founder and CEO Jeff Lawson takes a deep dive into the enterprise software firm’s latest results and guidance. Next, Expedia Group CEO Peter Kern discusses the travel platform beating the Street in Q3, and we continue our earnings coverage wi...

Our anchors begin today’s show with Wells Fargo Chairman of Global Internet Investment Banking Bob Peck sharing his outlook for tech on the heels of yesterday’s Fed rate hike. Then, our Julia Boorstin breaks down Roku’s latest results sending shares lower, and Confluent Co-Founder and CEO Jay Kreps discusses the data management firm beating the Street in Q3. Next, CNBC’s Dom Chu covers tech names...

Our anchors begin today’s show with CNBC’s Kristina Partsinevelos breaking down chipmaker AMD’s latest earnings, and CNBC’s Dom Chu analyzes several key tech stocks that have rallied and fallen since the last Fed rate hike. Next, our Julia Boorstin discusses FCC Commissioner Brendan Carr calling on the U.S. government to ban TikTok, and CNBC’s Frank Holland covers Bank of America’s double downgrad...

Our anchors begin today’s show with Needham analyst Bernie McTernan discussing Uber beating the Street in Q3, and Destination Wealth Management CEO and Founder Michael Yoshikami weighs in on how to judge winning investments across big tech. Then, SoFi CEO Anthony Noto breaks down the personal finance firm’s latest results, and our Julia Boorstin reports on Disney+ testing an initiative giving subs...

Our anchors begin today’s show with CNBC’s Mike Santoli taking a deep dive into the market setup for the week ahead, and 645 Ventures Co-Founder Nnamdi Okike shares his insight on big tech’s growth story. Then, our Julia Boorstin looks at growing concerns about misinformation and hate speech on Twitter since Elon Musk bought the platform, and Onsemi CEO Hassane El-Khoury discusses the chipmaker’s...

Our anchors begin today’s show with CNBC’s Steve Kovach breaking down Apple’s latest earnings beat, and our Julia Boorstin joins with insight as Elon Musk takes over Twitter. Then, Intel CEO Pat Gelsinger breaks down the chipmaker’s Q3 results and perspective on the broader sector, and Needham analyst Laura Martin shares her thoughts on opportunities in big tech. Later, we take a second look at Ap...

Our anchors begin today’s show with Julia Boorstin and Platformer News Founder Casey Newton taking a deep dive into Meta’s Q3 earnings miss and Elon Musk nearing a deal to buy Twitter. Then, CNBC’s Steve Kovach and Cowen Managing Director Krish Sankar preview Apple’s results after the bell, and Bernstein analyst Mark Shmulik joins for a closer look at Mark Zuckerberg’s investments in the metaverse...

Our anchors begin today’s show with RBC analyst Rishi Jaluria and Evercore ISI Head of Internet Research Mark Mahaney weighing in on the latest earnings and guidance from Microsoft and Alphabet. Then, our Julia Boorstin breaks down Spotify’s Q3 results, and supply chain solutions firm Manhattan Associates CEO Eddie Capel offers his outlook for e-commerce heading into the holidays. Next, Wall Stree...

Our anchors begin today’s show with Verge Editor-in-Chief Nilay Patel taking a look at what to expect when Alphabet and Microsoft report earnings after the bell. Then, Grow Investment Group Chief Economist Hao Hong offers his insight on the volatility in Chinese tech names, and our Julia Boorstin reports on the release of Meta’s new Quest Pro VR headset. Next, Mark Asset Management CEO and Managin...

Our anchors begin today’s show with Julia Boorstin covering activist investor Altimeter Capital calling on Meta to reduce headcount and limit its investments in the metaverse. Then, MoffettNathanson Senior Managing Director Michael Nathanson looks ahead to a massive series of big tech earnings on the horizon, and NorthmanTrader Founder Sven Henrich offers his outlook for the current bear market ra...

Our anchors begin today’s show covering Snap’s Q3 revenue miss with Platformer News Founder Casey Newton and Big Technology newsletter author Alex Kantrowitz. Then, Canaccord Genuity analyst Kingsley Crane joins with his outlook for Datadog after upgrading the software company to a buy rating, and CNBC’s Steve Kovach takes a deep dive into the impact of currency headwinds on big tech names posting...

Our anchors begin today’s show breaking down IBM’s Q3 earnings with MoffettNathanson Partner Lisa Ellis, and Oppenheimer analyst Colin Rusch shares his take on the latest results from Tesla. Then, our Julia Boorstin and Plexo Capital Founding Managing Partner Lo Toney take a deep dive into the digital ad space, and Satori Fund Founder Dan Niles shares his outlook for the broader market volatility....

Our anchors begin today’s show with Julia Boorstin and Cowen analyst John Blackledge breaking down Netflix beating the street in Q3, sending shares surging. Then, BMO Wealth Management Chief Investment Strategist Yung-Yu Ma shares his bull case for enterprise software, and CNBC’s Dom Chu highlights the top Nasdaq gainers of the morning. Later, we take another look at Netflix’s ad-supported tier wi...

Our anchors begin today’s show with Adobe CEO Shantanu Narayen offering his outlook for the broader macro environment and the company’s plans to acquire design platform Figma. Then, Bank of America analyst Nat Schindler looks ahead to Netflix’s earnings after the bell, and Arjuna Capital Managing Partner Natasha Lamb shares her top picks across big tech. Next, Needham analyst Charles Shi joins wit...

Our anchors begin today’s show with CNBC’s Mike Santoli breaking down the morning’s massive rebound for the Nasdaq, and Los Angeles Clippers Owner and Chairman Steve Ballmer discusses the team’s new direct-to-consumer streaming service. Then, our Julia Boorstin reports on Fox and News Corp potentially exploring a re-merger after splitting in 2013, and Citi Managing Director Jim Suva joins with his...

Our anchors begin today’s show with CNBC’s Mike Santoli breaking down the start of earnings season, and Verge Editor-in-Chief offers his take on Apple’s push to buy NFL Sunday Ticket. Then, Former Cypress Semiconductor CEO TJ Rodgers discusses U.S. chip restrictions on China, and Wilmington Trust Head of Investment Strategy Meghan Shue offers her outlook for how to invest amid the ongoing volatili...

Our anchors begin today’s show with CNBC’s Mike Santoli breaking down the latest CPI data coming in hotter than expected, and Satori Fund Founder Dan Niles shares his thoughts on how to play the volatility in tech. Then, CNBC’s Kristina Partsinevelos reports on chipmaker TSMC cutting capital expenditures, and Morgan Stanley analyst Erik Woodring discusses the current environment for hardware deman...

Our anchors begin today’s show with Morgan Stanley Chief Investment Officer Mike Wilson offering his outlook for equities through the rest of 2022, and Evercore ISI Head of Internet Research Mark Mahaney discusses current valuations across big tech. Next, CNBC’s Kate Rooney takes a deep dive into crypto regulations, and we take a deep dive into Microsoft’s new updates and Surface products with the...

Our anchors begin today’s show with CNBC’s Steve Liesman sharing data from the New York Fed showing a sharp decline in one-year inflation expectations, and CNBC’s Mike Santoli breaks down the Nasdaq falling to its lowest levels since July 2020. Next, Madrona Venture Group Managing Partner Matt McIlwain offers his outlook for e-commerce, and our Julia Boorstin joins as she launches her new book – “...

Our anchors begin today’s show with Bedrock Capital Founder Geoff Lewis sharing his outlook for how to play the current volatility, and Cowen Managing Director offers his top picks in semiconductors. Then, Platformer News Founder Casey Newton discusses content moderation on Twitter, and BNP Paribas Asset Management Chief Market Strategist Daniel Morris weighs in on the potential for a major tech r...

Our anchors begin today’s show with CNBC’s Steve Kovach breaking down chipmaker AMD’s decision to cut revenue guidance for the quarter. Then, Rosenberg Research Chief Strategist David Rosenberg and Citi U.S. Equity Strategist Scott Chronert offer their take on Fed rate hikes, September’s jobs report from the Bureau of Labor Statistics and more. Next, CNBC’s Frank Holland reports on FedEx forecasti...

ur anchors begin today’s show with Julia Boorstin breaking down the latest drama in Elon Musk’s potential deal to buy Twitter, and Goldman Sachs Managing Director Eric Sheridan discusses the broader digital ad market. Next, Wall Street Journal Senior Personal Technology Columnist Joanna Stern offers her perspective on what to expect from hardware sales in Q4, and Index Ventures Partner Mike Volpi...

Our anchors begin today’s show with Bespoke Investment Group Co-Founder Paul Hickey and Crossmark Global Investments CIO Bob Doll weighing in on what to expect from valuations and a potential recession. Then, MoffettNathanson analyst Sterling Auty offers his outlook for the software sector. Next, CNBC’s Robert Frank and Wharton School of Business Professor Americus Reed break down Elon Musk’s offe...

Our anchors start today’s show with NYU Stern School of Business Professor Aswath Damodaran offering his outlook for valuations at current levels, and CNBC’s Leslie Picker reports on the state of the IPO market in Q3. Then, Ark Invest Founder & CEO Cathie Wood offers her outlook for inflation, cryptocurrency and her recent major investment in Tesla. Later, our Julia Boorstin reports on a series of...