TechCheck

Our anchors kick off today’s show with a trio of bullish calls on Amazon. Then, Credit Suisse Chief Equity Strategist and Head of Quantitative Research Jonathan Golub joins to take a deep dive into what defines a tech stock. Next, our Julia Boorstin covers a string of high-profile names missing CES this year amid Covid concerns. She also premieres day two of her three-part series on the metaverse....

Our anchors begin today’s show on semiconductor maker Micron’s quarterly results, with insight from Cowen’s Karl Ackerman. Then, CNBC’s Mike Santoli joins to look at the broader market picture, focusing on the performance of e-commerce over the past two years. Next, we turn to the highlights from an exclusive interview CNBC’s David Faber held with Disney Chairman Bob Iger, who is stepping down at...

Our anchors begin the show analyzing today’s sell-off with CNBC’s Mike Santoli before discussing Oracle’s largest-ever acquisition of medical records company Cerner. Then, Wedbush Securities Head of Technology and Media Trading Joel Kulina joins with insight on worthwhile investments in the current trading environment. Next, LinkedIn Co-Founder Reid Hoffman is here to talk investing in the metaver...

Our anchors are joined by guest anchor The Verge’s Editor-in-Chief Nilay Patel this Friday morning. They start off today’s show with a check on the markets with NorthmanTrader Founder Sven Henrich. Then, Bank of America Analyst Justin Post joins to discuss his top picks going into 2022, which include Amazon and Uber. Next, Index Ventures’ Nina Achadjian is here to speak about cloud stocks, zeroing...

Our anchors start off the morning with shares of Adobe plummeting on weak guidance. Then, we are joined by Craft Ventures Co-Founder David Sacks, who says the crash is already here – it’s just not very evenly distributed. Sacks, who was an early investor in Reddit, also shares his thoughts on the social media company confidentially filing to go public. Next, Sony Pictures Chairman and CEO Tony Vin...

Our anchors start of the morning with a bunch of bullish street calls on semis. Then, UBS Analyst Lloyd Walmsley joins to talk about his top picks in the internet space. Next, CNBC’s Ylan Mui is here to cover tech executives meeting with the Biden Administration to discuss broadband access. We also have our own Deirdre Bosa join from vacation with breaking news out of Airbnb! Then, CNBC’s Bob Pisa...

Our anchors are joined by guest anchor Plexo Capital’s Lo Toney this morning. They start off today’s show with Bank of America Analyst Wamsi Mohan who upgraded Apple to buy as the stock approaches a $3 trillion market cap. Next, our anchors cover Morgan Stanley’s top picks for the new year and Vox Media’s acquisition of Group Nine. Then, J.P. Morgan Analyst Sterling Auty is here to dive into the s...

Our anchors kick off this Monday morning on Apple as the tech giant approaches a $3 trillion market cap. Next, we bring in Cowen Analyst John Blackledge who named Amazon a top mega cap pick heading into 2022. We also have NBC’s Morgan Chesky live from Edwardsville, Illinois to cover this weekend’s tornados that caused massive destruction, including six fatalities in an Amazon warehouse. Then, Serv...

Our anchors begin today’s show looking at Oracle shares surging to an all-time high on strong quarterly results. Then, we bring in Mizuho Securities Analyst Vijay Rakesh and turn to Broadcom, which beat street estimates on the top and bottom lines. Next, Andreessen Horowitz Partner Andrew Chen discusses his new book, “The Cold Start Problem: How to Start and Scale Network Effects.” Then, Credit Su...

Our anchors kick off today’s show with Bernstein Research Analyst Toni Sacconaghi on all things Apple as the company approaches a $3 trillion market cap. Then, we bring in The Information Reporter Wayne Ma on his latest piece detailing Tim Cook’s secret $275 billion agreement with China. Also, CNBC’s Julia Boorstin brings us the highlights from Instagram Chief Adam Mosseri’s testimony before Congr...

Our anchors start off today’s show on Apple as the stock hits yet another all-time high. Then, Morgan Stanley Head of Global Auto and Shared Mobility Research Adam Jonas joins to discuss the electric vehicle space, zeroing in on Rivian, Tesla and more. We also cover shares of Stitch Fix plunging today after the company slashed its revenue outlook. Plus, CNBC’s Julia Boorstin has the details on Rok...

Our anchors kick off the morning with news that Intel is taking its self-driving car unit Mobileye public by mid-2022. Then, Mobileye CEO Amnon Shashua joins to discuss the potential IPO that could value the group at $50 billion. Plus, Elon Musk took the stage at The Wall Street Journal’s CEO Council Summit last night and spoke out against government spending to support electric vehicle adoption....

Our anchors begin today’s show looking at tech stocks lagging again to start the week, with insight from Credit Suisse Chief U.S. Equity Strategist Jonathan Golub. Then, we highlight today’s electric vehicle stock moves and speak with Bank of America Analyst John Murphy who initiated Rivian at buy this morning. Next, CNBC’s Leslie Picker covers Buzzfeed’s volatile first day of trading after comple...

Our anchors kick off this Friday morning on semis vs. software amid the sell-off in the Nasdaq. Then, we focus on the FTC’s lawsuit to block Nvidia’s acquisition of chip designer Arm before speaking with Bessemer Venture Partners’ Byron Deeter on all things cloud. Also, Marvell Technology CEO Matt Murphy joins after the company beat third quarter estimates with revenue increasing by 61 percent. Th...

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 rev...

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 earning...

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 hav...

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...

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 hittin...

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...

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...

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....

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 als...

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 co...

Our anchors start off the morning with CNBC’s Jim Cramer to talk tech e-commerce, electric vehicles and chips. Then, Bessemer Venture Partners’ Byron Deeter joins to share some of his top picks and discuss how tech will weather an inflationary environment. Later, we cover a downgrade on Roku by Moffett Nathanson. Also, Crypto.com CEO Kris Marszalek joins on news that LA’s Staples Center will be re...