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

Federal Reserve Chair Jerome Powell Testifies Before the Senate Banking Committee, C3 AI CEO Tom Siebel on Quarterly Performance & Samsara CEO Sanjit Biswas on First Results as a Public Company: We start today’s show bringing you Federal Reserve Chairman Jerome Powell’s live testimony before the Senate Committee on Banking, Housing and Urban Affairs before CNBC’s Steve Liesman recaps highlights from Powell’s comments this morning. Then, CNBC’s Mike Santoli weighs in on crude oil trading and the latest market moves, and C3 AI CEO Tom Siebel discusses the enterprise software provider’s most recent quarterly results. Next, our Julia Boorstin reports on the increase of women in executive roles at Russell 3000 companies, and internet-of-things software firm Samsara CEO Sanjit Biswas joins after posting results for the first time as a public company. Later, CNBC’s Steve Liesman returns with the latest from Fed Chair Powell’s ongoing remarks before the panel of congressional lawmakers. by TechCheck

47 min listen

TechCheck + Bolt founder Ryan Breslow: TechCheck’s Deirdre Bosa spoke with Ryan Breslow, founder of the “one-click” checkout tech company Bolt Financial, to chat about fintech competition and his recent Twitter thread arguing that accelerator program Y Combinator and Stripe are the “mob bosses of Silicon Valley.” by TechCheck

26 min listen

Affirm CEO Max Levchin on Quarterly Results, Zillow CEO Rich Barton on Earnings Beat & NFL Players Investing in Crypto: Our anchors begin today’s show breaking down the NFL’s ratings, broadcast rights and more with our Julia Boorstin, live from SoFi Stadium in California, home to this weekend’s Super Bowl. Then, Affirm Founder and CEO Max Levchin discusses the buy-now-pay-later platform’s latest results in a first-on interview, and NFL Chief Media and Business Officer Brian Rolapp breaks down the league’s media deals and the evolution of sports betting ahead of the big game. Next, Zillow Co-Founder and CEO Rich Barton joins for an exclusive conversation after the real estate firm’s Q4 earnings beat the Street, sending shares soaring. Later, CNBC’s Jane Wells takes a closer look at athletes cashing in on crypto and the metaverse, with interviews from Arizona Cardinals wide receiver DeAndre Hopkins, Green Bay Packers running back Aaron Jones and Hall of Fame quarterback Joe Montana. by TechCheck

43 min listen

Amazon’s Rumored Peloton Acquisition, Breaking Down Meta’s Earnings Fallout & IRS Guidance on Reporting Crypto Holdings: Our anchors begin today’s show covering rumors that Amazon could be acquiring interactive fitness platform Peloton, with analysis from Plexo Capital Founding Managing Partner Lo Toney. Then, CNBC’s Mike Santoli breaks down the widening divergence among big tech names, and Arjuna Capital Managing Partner Natasha Lamb joins to discuss the fallout from Meta’s disappointing earnings last week. Next, UBS Equity Research Analyst Arpine Kocharyan circles back to Peloton ahead of the company’s earnings tomorrow, and our Julia Boorstin reports on the Street’s response to the ongoing controversy surrounding Spotify and Joe Rogan. Later, CNBC’s Robert Frank covers guidance from the IRS on how cryptocurrency owners should properly report those holdings on their tax returns. by TechCheck

43 min listen

Amazon Surges on Strong Earnings, Snap CEO Evan Spiegel on Quarterly Results & House Legislators Pass the America COMPETES Act: Our anchors start today’s show covering shares of Amazon surging on the e-commerce giant’s Q4 earnings, with analysis on both those numbers and the week’s other big tech results from Satori Fund Founder Dan Niles. Then, Snap CEO Evan Spiegel joins for an exclusive interview after the social media firm posted strong earnings in its first profitable quarter ever. Next, CNBC’s Ylan Mui delivers breaking news on the House passing the America COMPETES Act, aimed at taking on China and bolstering both supply chain shortages and the semiconductor industry. CNBC’s Mike Santoli also covers the convergence of the retail and cloud sectors following Amazon’s earnings, and CNBC’s Frank Holland reports on Atlanta’s emergence as a growing hub for Black tech talent. Later, payment platform Bill.com Founder and CEO René Lacerte discusses the company beating the Street in its l by TechCheck

44 min listen

Analyzing the Latest Russia-Ukraine Developments, Cyber Threats to U.S. Businesses Amid the Crisis & Outlining the Foreign Policy Implications of Russia’s Invasion: Our anchors start today’s show with CNBC’s Kayla Tausche reporting on the global response to Russia invading Ukraine overnight. Next, CNBC’s Dom Chu covers market volatility amid the ongoing crisis, and Retired Brigadier General and Former Assistant Secretary of State Mark Kimmitt discusses what to expect in Eastern Europe in the days ahead. Then, Wells Fargo Chairman of Global Internet Investment Banking Bob Peck weighs in on the financial implications of Russia’s invasion, and CNBC’s Eamon Javers covers new warnings on cyber threats to American businesses. Atlantic Council President and CEO Fred Kempe also breaks down the foreign policy implications of the conflict, and our Julia Boorstin expands on some of the morning’s top market movers. Later, CNBC’s Leslie Picker explains how the current geopolitical tensions might af by TechCheck

52 min listen

Shopify President Harley Finkelstein on Earnings, Colorado’s Crypto Push & CrowdStrike CEO George Kurtz on Cybersecurity: We start today’s show sharing highlights from our Deirdre Bosa’s recent interview with Airbnb Co-Founder and CEO Brian Chesky after the rental company’s latest earnings beat the Street. Then, Shopify President Harley Finkelstein breaks down the e-commerce firm’s Q4 results, and CNBC’s Kate Rooney covers Colorado’s push to start accepting cryptocurrency for taxes. Next, our Jon Fortt recaps his conversation with Google Cloud CEO Thomas Kurian, focusing on earnings and how a rising rate environment could affect the platform. Later, cybersecurity firm CrowdStrike Co-Founder and CEO George Kurtz also joins to discuss last year’s uptick in ransomware attacks, and our Julia Boorstin reports on media conglomerate ViacomCBS posting its quarterly results and rebranding to Paramount. by TechCheck

44 min listen

Peloton CEO John Foley Steps Down, Nvidia’s Acquisition of Arm Collapses & The Connection Between Equity and EdTech: Our anchors start today’s show covering the resignation of Peloton CEO John Foley, with insight on incoming CEO Barry McCarthy from our Julia Boorstin. Then, Fundstrat Global Advisors Managing Partner Tom Lee joins to discuss slumping stay-at-home stocks, and CNBC’s Steve Liesman covers 2021’s $1 trillion increase in household debt nationwide. Next, Bernstein Research Managing Director and Senior Analyst Stacy Rasgon breaks down the collapse of chipmaker Nvidia’s acquisition of semiconductor designer Arm, and Lightspeed Ventures Partners’ Mercedes Bent discusses the connection between equity and educational technology. CNBC’s Eamon Javers also reports on the arrest of a couple in New York allegedly involved in a plot to launder $4.5 billion in stolen crypto. Later, CNBC’s Robert Frank takes a look at how former Peloton CEO John Foley spent his more than $120 million in s by TechCheck

44 min listen

TechCheck+ The Metaverse Garbage Dump: TechCheck’s Deirdre Bosa spoke with Tech writer and author of the Garbage Day newsletter, Ryan Broderick, about the future of social media. Broderick argues that the way Facebook has fostered content over the past decade could spell the end of their metaverse before it even begins. by TechCheck

12 min listen

TechCheck+ Substack CEO on Content Moderation & Social Media: TechCheck’s Deirdre Bosa spoke with Substack CEO and co-founder Chris Best. Earlier this week the newsletter platform unveiled its own iOS app. They’ll discuss the decision to send newsletters from inboxes to a mobile app, as well as its expansion into podcasts and videos. by TechCheck

18 min listen

Congressional Stock Trading Ban Gains Ground, Doximity CEO Jeff Tangney on Latest Earnings & Arm CEO Rene Haas on Plans to Go Public: Our anchors begin today’s show breaking down Meta’s plunging market cap, ride-hailing app Lyft’s Q4 earnings and rumors surrounding Microsoft acquiring cybersecurity firm Mandiant with Wheelhouse Capital CIO Ann Berry. Then, CNBC’s Ylan Mui joins with new developments on a potential stock trading ban for congressional lawmakers, and our Julia Boorstin previews Disney’s earnings after the bell. Next, Doximity Co-Founder and CEO Jeff Tangney joins to discuss the medical networking platform’s latest results, and CNBC’s Eamon Javers shares highlights from his exclusive conversation with Microsoft President Brad Smith on the software giant’s plans to upgrade its app store. Later, chip designer Arm’s new CEO Rene Haas joins exclusively after Nvidia’s deal to acquire the firm folded under regulatory pressure. by TechCheck

43 min listen

TechCheck+ VanEck CEO Jan van Eck: As the SEC seeks public comments on a spot bitcoin ETF proposal, CNBC TechCheck’s Deirdre Bosa chats with Jan van Eck, CEO of VanEck. They do a deep dive on all things crypto including possible regulation, recent volatility in Bitcoin and Ethereum, as well as stablecoins. by TechCheck

16 min listen

Binance CEO Changpeng Zhao on Forbes Investment, Disney’s Results Beat the Street & Sonos CEO Patrick Spence Breaks Down Earnings: Our anchors start today’s show recapping Disney’s latest earnings beat, with highlights from our Julia Boorstin’s recent interview with CEO Bob Chapek. Then, Binance CEO Changpeng Zhao joins for an exclusive interview after the crypto trading platform announced a $200 million strategic investment in Forbes as the magazine looks to go public via SPAC. Next, Bank of America analyst Jessica Ehrlich takes a deeper dive into Disney, and CNBC’s Ylan Mui reports on the Senate Judiciary Committee advancing new legislation aimed at cracking down on child sexual abuse material online. Later, CNBC’s Kate Rooney previews buy-now-pay-later platform Affirm’s earnings after the bell, and Sonos CEO Patrick Spence discusses the audio company’s quarterly results after exceeding Street expectations on the top and bottom lines. by TechCheck

43 min listen

Russia-Ukraine Conflict Threatens Chip Stocks, Finding Opportunities in Cloud Names & Flowcode CEO Tim Armstrong on QR Codes in Advertising: Our anchors start today’s show breaking down the macro factors shaking up the markets with CNBC’s Mike Santoli, and Plexo Capital Founding Managing Partner Lo Toney joins for a look at both chip and gig economy stocks. Then, CNBC’s Steve Liesman delivers breaking news on data from the New York Federal Reserve showing a decrease in consumer inflation expectations, and Piper Sandler Senior Research Analyst Brent Bracelin discusses opportunities in cloud names and his outlook for the sector. Next, Mark Asset Management CEO and Managing Partner Morris Mark shares his safe bets in tech amid the ongoing volatility, and QR code maker Flowcode Founder and CEO Tim Armstrong discusses the use of those digital codes in television advertising. Later, CNBC’s Robert Frank reports on hedge fund manager Bill Ackman fighting against New York’s crypto regulations. by TechCheck

44 min listen

Investment Opportunities in Low P/E Stocks, Dropbox CEO Drew Houston on Earnings & Virgin Galactic Chairman Chamath Palihapitiya Steps Down: Our anchors begin today’s show breaking down the best and most cost-effective tech plays with CNBC’s Dom Chu, and Credit Suisse Co-Head of Quantitative Research Patrick Palfrey shares his insight on undervalued stocks with low P/E ratios. Then, MoffettNathanson Co-Founder and Senior Managing Director Michael Nathanson takes a closer look at streaming service Roku’s Q4 earnings miss, and Dropbox Co-Founder and CEO Drew Houston sits down for an exclusive interview on the cloud storage platform’s latest results. “Margins” Editor Ranjan Roy also discusses his outlook for pandemic stocks including DoorDash, Airbnb and Peloton, and CNBC’s Kate Rooney profiles new and more sophisticated trading tools for Ethereum. Later, CNBC’s Morgan Brennan reports on Virgin Galactic Chairman Chamath Palihapitiya stepping down from the space tourism company’s board. by TechCheck

45 min listen

TechCheck+ NFTs with Cent co-founder & CEO: Cent, the platform which sold an NFT of Jack Dorsey's first tweet, decided to halt transactions on its marketplace. TechCheck’s Deirdre Bosa and Cent co-founder and CEO Cameron Hejazi discuss why he made that decision and what’s next for Cent and NFT platforms. by TechCheck

15 min listen

TechCheck+ The Future of Live Sports Content: CNBC's Julia Boorstin sat down with Buzzer CEO, Bo Han, to talk about the company's latest growth initiatives. Buzzer is a short-form, live video platform that allows users to access some of the biggest moments in sports right from their phone. by TechCheck

14 min listen

Spotify’s New Payment Deal with Google, Investment Opportunities Amid Software’s Turnaround & Instacart CEO Fidji Simo on Quick Commerce 3/24/22: Our anchors begin today’s show with CNBC’s Steve Kovach and our Julia Boorstin breaking down the implications of Spotify reaching an agreement with Google for users to pay through either the streaming platform or Google Play Billing. Next, Satori Fund Founder Dan Niles weighs in on the tech bounce, and Morgan Stanley analyst Keith Weiss discusses how to play the ongoing software turnaround. Then, Evercore ISI Director of Internet Research Shweta Khajuria discusses her thoughts on investing in video streaming service Roku. Later, our Deirdre Bosa recaps her recent interview with Instacart CEO Fidji Simo as the delivery company announces plans to build out a network of warehouses to fulfill grocery orders in 15 minutes. by TechCheck

44 min listen

AppLovin CEO Adam Foroughi on Results, Fmr. Amazon Studios Head of Strategy Matthew Ball on the Metaverse & Upstart CEO Dave Girouard on Q4 Earnings: Our anchors start today’s show recapping earnings from food delivery app DoorDash and chipmaker Nvidia, and software maker AppLovin CEO Adam Foroughi joins for a look at the company’s latest results. Then, our Julia Boorstin reports on Melinda Gates’ business incubator Pivotal Ventures investing in eldercare innovations, and Former Amazon Studios Head of Strategy Matthew Ball weighs in on the future of the metaverse. CNBC’s Kayla Tausche also delivers breaking news on Secretary of State Antony Blinken’s remarks on the Russia-Ukraine conflict to the U.N. Security Council, and CNBC’s Frank Holland covers the consequences of underrepresentation in the tech workforce as we continue our celebration of Black history. Later, CNBC’s Eamon Javers reports on the potential for a cyber war if Russia invades Ukraine, and AI lending platform Upstart CE by TechCheck

42 min listen

TechCheck+ The Role of Crypto in Geopolitics: TechCheck’s Deirdre Bosa discusses the evolving role of crypto in geopolitics with Blockstream’s Samson Mow and VanEck’s Gabor Gurbacs. They discussed the current challenges of using cryptocurrencies as the war in Ukraine unfolds and how NFTs and decentralized autonomous organizations (DAOs) are being used to raise support for Ukraine. by TechCheck

26 min listen

Analyzing the Market Response to Russian Banking Sanctions, Software Plays Amid the Ongoing Crisis & Qualcomm CEO Cristiano Amon on New Product Announcements: Our anchors begin today’s show with CNBC’s Leslie Picker breaking down the effects that sanctioning Russian banks from the SWIFT payment system could have on U.S. financial institutions, and CNBC’s Mike Santoli profiles the trading response to the crisis in Eastern Europe. Then, Wedgewood Partners CIO David Rolfe takes a deeper dive into the market fallout surrounding the conflict, and Former Facebook Chief Security Officer and Stanford Internet Observatory Director Alex Stamos argues for stricter penalties from social media platforms targeting Russian misinformation. Next, Citi analyst Tyler Radke discusses software plays amid the broader geopolitical tensions, and chipmaker Qualcomm CEO Cristiano Amon joins in a first-on interview from the Mobile World Congress in Barcelona. Later, CNBC’s Shepard Smith reports on the latest dev by TechCheck

44 min listen

Portfolio Structuring Amid the Conflict in Eastern Europe, Recapping Zoom’s Earnings & Russia-Ukraine Tensions Test the Case for Cryptocurrency: Our anchors start today’s show with CNBC’s Mike Santoli covering the bounce in growth stocks, and Plexo Capital Founding Managing Partner Lo Toney discusses portfolio structuring amid the current geopolitical tensions. Next, CNBC’s Kate Rooney reports on tech firms evacuating their employees from Ukraine, and Baird Senior Research Analyst Will Power breaks down video conferencing platform Zoom’s latest earnings after cutting his price target on the stock. CNBC’s Steve Liesman also profiles the impacts of the far-reaching sanctions against Russia, and our Julia Boorstin profiles movie studios pulling their releases from the Russian box office. Later, Slow Ventures General Partner Sam Lessin joins for a look at how the conflict between Russia and Ukraine is testing the case for cryptocurrency, and CNBC’s Dom Chu recaps the last volatile month of by TechCheck

44 min listen

Recapping Apple’s Product Launch Event, President Biden’s Executive Order on Crypto & Space Force Chief of Space Operations John Raymond on the Russia-Ukraine Conflict: Our anchors start today’s show with CNBC’s Dom Chu breaking down the last volatile few days in tech trading, and Daring Fireball blogger John Gruber joins to recap Apple’s recent product launch event. Next, Wall Street Journal reporter Dave Michaels discusses his latest article on a federal probe into trades by entertainment moguls Barry Diller and David Geffen surrounding Microsoft’s acquisition of video game publisher Activision. Then, Sequoia Capital Partner Shaun Maguire talks crypto after President Biden signed an executive order addressing the regulation of digital assets, and CNBC’s Morgan Brennan interviews Space Force Chief of Space Operations Gen. John Raymond for his insight on the Russia-Ukraine conflict. Later, former VMware COO Sanjay Poonen weighs in on the performance of several cloud and software names, by TechCheck

44 min listen

Arista Networks CEO Jayshree Ullal on Earnings, BlockFi Co-Founder and CEO Zac Prince on SEC Settlement & F5 CEO François Locoh-Donou on New Cloud Security: Our anchors begin today’s show taking a closer look at names leading the Nasdaq higher with CNBC’s Dom Chu, and Bessemer Venture Partners’ Byron Deeter offers a deep dive into the cloud sector. Then, Arista Networks CEO Jayshree Ullal discusses the software firm’s latest earnings beating the Street’s expectations, and our Julia Boorstin breaks down this year’s Super Bowl ratings. Next, crypto platform BlockFi Co-Founder and CEO Zac Prince joins after the company agreed to pay the SEC and 32 states a $100 million settlement over its retail crypto lending product. CNBC’s Ylan Mui also reports on Senate Republicans’ plans to boycott a committee vote to advance President Biden’s nominees to the Federal Reserve. Later, cybersecurity provider F5 CEO François Locoh-Donou shares details on a new cloud protection service the company recentl by TechCheck

47 min listen

Visa and Mastercard Suspend Operations in Russia, Former Cisco CEO John Chambers on Ukraine Conflict & GameStop Chairman Ryan Cohen’s Bed Bath & Beyond Stake: Our anchors start today’s show breaking down the current macro headwinds for tech with CNBC’s Mike Santoli, and Bessemer Venture Partners’ Byron Deeter offers a look at opportunities in the cloud sector. Next, CNBC’s Kate Rooney reports on payments firms including Visa and Mastercard suspending operations in Russia, and Baird Senior Research Analyst Colin Sebastian weighs in on a range of delivery platforms competing in the advertising ecosystem. Then, Former Cisco CEO John Chambers discusses the market implications of the Russia-Ukraine conflict, and CNBC’s Dom Chu analyzes the performance of several pandemic stay-at-home stocks. Later, CNBC’s Leslie Picker covers billionaire GameStop Chairman Ryan Cohen taking a nearly 10% stake in retailer Bed Bath & Beyond, sending shares soaring. by TechCheck

44 min listen

Amazon Announces Stock Split, MongoDB CEO Dev Ittycheria on Earnings & Tesla CEO Elon Musk’s Ongoing SEC Feud: Our anchors begin today’s show covering the historical impact of stock splits for Apple with CNBC’s Dom Chu after Amazon announced a 20-for-1 stock split and a $10 billion buyback. Next, Evercore ISI Head of Internet Research Mark Mahaney joins for a closer look at Amazon, and our Julia Boorstin highlights changes at Disney between the tenures of CEO Bob Chapek and his predecessor, Bob Iger. Then, MongoDB CEO Dev Ittycheria weighs in on the software firm’s latest earnings, and Fundstrat Global Advisors Managing Partner Tom Lee offers his perspective on the continued plunge in valuations. “Margins” Editor Ranjan Roy also weighs in on Tesla CEO Elon Musk’s ongoing feud with the SEC, and our Julia Boorstin returns with the results of a new CNBC-Momentive survey for women in the workplace. Later, CNBC’s Frank Holland reports on tech’s slow start to 2022 ahead of his special on the by TechCheck

42 min listen

Breaking Down the Russia-Ukraine Conflict, Finding Opportunities in the Valuation Reset & Lendistry CEO Everett Sands on Growing Small Businesses: Our anchors start today’s show breaking down the White House’s response to the Russia-Ukraine conflict with CNBC’s Ylan Mui. Then, Stifel Co-Head of Global Technology Cole Bader joins for a look at tech valuations resetting, and CNBC’s Kate Rooney reports on Bitcoin plunging over rate hike concerns and the ongoing uncertainty in Eastern Europe. Next, Wall Street Journal Markets Reporter Gunjan Banerji highlights the current surge in short sellers adding to their positions amid the Russia-Ukraine tensions, and NBC News Correspondent Erin McLaughlin reports on Russian President Vladimir Putin receiving legislative permission to deploy the country’s military. CNBC’s Frank Holland also reports on supply chain issues stemming from the conflict, and GGV Capital Managing Partner Jeff Richards offers insight on valuations and opportunities in softwa by TechCheck

45 min listen

Federal Reserve Chair Jerome Powell Testifies Before the House Committee on Financial Services: We bring you a full hour of Federal Reserve Chairman Jerome Powell’s testimony before the House Committee on Financial Services. He offers his perspective on inflation, wages, the impact of the Russia-Ukraine conflict and more with the panel of bipartisan legislators. by TechCheck

61 min listen

Breaking Down the Bounce in Tech Stocks, Irreverent Labs CEO Rahul Sood on GameStop’s Results & Embark CEO Alex Rodrigues on Quarterly Performance 3/18/22: Our anchors begin today’s show with Crossmark Global Investments CIO Bob Doll discussing whether to trust the ongoing bounce in tech stocks, and CNBC’s Steve Kovach covers the impact of China’s current Covid lockdowns on Apple’s supply chain. Then, Irreverent Labs CEO Rahul Sood weighs in on GameStop’s latest results, and Evercore ISI analyst Amit Daryanani offers guidance on investing in stocks with buybacks and higher dividend yields. Next, CNBC’s Ylan Mui reports on congressional lawmakers investing in Chinese stocks, and our Julia Boorstin reports on women entrepreneurs emerging during the economic recovery from Covid. Later, self-driving truck software maker Embark CEO Alex Rodrigues joins to discuss the company’s first results since going public via SPAC by TechCheck

44 min listen

Software Plays Amid the Ongoing Volatility, Finding Long-Term Value in Marketplace Stocks & Starbucks CEO Kevin Johnson Retires 3/16/22: Our anchors start today’s show breaking down the rally in Chinese tech stocks with Bank of Communications International Managing Director and Head of Research Hao Hong. Then, Wells Fargo Senior Equity Analyst Michael Turrin talks software plays, and CNBC’s Dom Chu weighs in on how to navigate the ongoing volatility stemming from the prospect of rate hikes. Next, Canvas Ventures General Partner Mike Ghaffary offers his outlook on marketplace stocks including Airbnb and DoorDash, and our Julia Boorstin reports on Instagram introducing parental controls in the U.S. Later, CNBC’s Kate Rogers covers the retirement of Starbucks CEO Kevin Johnson from a tech perspective, and CNBC’s Steve Kovach analyzes a new report from Microsoft on the highlights and limits of remote work. by TechCheck

44 min listen

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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

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

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