TechCheck

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 software sector. We also have TeraWulf CEO Paul Prager live from the Nasdaq as the green Bitcoin mining company makes its public debut today. And later, Vox Media CEO Jim Bankoff and Group Nine CEO Ben Lerer join in an exclusive interview on the companies’ merger agreement. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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, ServiceNow CEO Bill McDermott and EY CEO Carmine Di Sibio are here to exclusively discuss their new strategic partnership that they say will double the value of their existing relationship to $1 billion by 2025. Later, Adobe CEO Shantanu Narayen joins in an exclusive interview to speak about the company’s new product, Creative Cloud Express. And finally, Airtable CEO Howie Liu joins as the company announces a new fundraise of $735 million bringing Airtable’s valuation to over $11 billion. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Suisse Analyst Kaumil Gajrawala is here after downgrading Peloton to neutral and cutting his price target by more than 50%. Later, our anchors focus on C3 AI winning a $500 million contract with the U.S. Department of Defense, Google’s refusal to raise worker pay to match inflation, and a historic wave of stock sales from executives and insiders this year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Congress yesterday. We also have HashiCorp CEO Dave McJannet join from the Nasdaq ahead of the company’s market debut today. The IPO priced at $80 a share giving the software company a $14 billion valuation. Later, Databricks CEO Ali Ghodsi is here as the company announces it is launching its own venture fund to invest in data and AI technologies. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Roku finally reaching a deal with Google over YouTube. Next, Citi Global Head of Technology and Communications Banking Phil Drury joins to discuss this year’s IPOs. Also, CNBC’s Kate Rooney covers the crypto hearing today with CEOs from half a dozen cryptocurrency firms testifying before Congress. Later, PagerDuty CEO Jennifer Tejada is here as the company’s latest quarterly results are sending shares higher this morning Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. The Wall Street Journal’s Joanna Stern, who held the interview with Musk, joined us this morning to recap the highlights. We also have Calixto Global Investors Founder Eduardo Costa to talk tech picks going into 2022. Later, Gitlab CEO Sid Sijbrandij joins after the company reported results for its latest quarter. Plus, CNBC’s Scott Cohn is here with an update on Elizabeth Holmes’ trial. And later, CNBC’s Phil LeBeau brings us Stellantis CEO Carlos Tavares to discuss the company’s new technology announcements out of its first Software Day today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 completing its SPAC merger. Then, Fundstrat Global Advisors Managing Partner Tom Lee shares why he thinks there is a high probability of a year-end rally. Also, we check in on some DevOps companies ahead of HashiCorp’s public debut this week. Finally, Reddit Co-Founder Alexis Ohanian discusses the growth potential of a company he is invested in – entertainment tech startup Invisible Universe. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Then, CNBC’s Mike Santoli is here to take a look at the convergence in tech, IPOs and Cathie Wood’s Ark Fund. Next, DocuSign CEO Dan Springer joins to talk about his company missing revenue and billing guidance estimates, sending shares lower by 40 percent this morning. And later, CNBC’s Dom Chu highlights the biggest movers of the market sell-off and our Jon Fortt brings us a wrap-up of Cloud Week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

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.