Uber’s ride business can snap back much more than appreciated, says Morgan Stanley’s Nowak
Morgan Stanley’s Brian Nowak joins ‘TechCheck’ to discuss if any of the fundamentals for big cap technology companies changed last week, his thoughts on ride-hailing companies and more.
Read More »
Meta is one of the best assets in consumer tech, says Evercore ISI’s Mahaney
Mark Mahaney, Evercore ISI head of internet research, joins ‘TechCheck’ to discuss Meta’s quarterly earnings results, how the market views investments in the metaverse and the companies likely to succeed in today’s advertising landscape.
Read More »
Software is the most deflationary force in the world, says ServiceNow CEO
Bill McDermott, ServiceNow CEO, joins ‘TechCheck’ to discuss the company’s quarterly earnings results, his mindset toward M&A and thoughts towards raising prices in the future.
Read More »
Former VMware COO Sanjay Poonen likes Salesforce and ServiceNow
Sanjay Poonen, former VMware COO and former SAP president, joins ‘TechCheck’ to discuss the importance behind Microsoft’s cloud growth, opportunities in the sector and what to expect from Amazon’s quarterly earnings results.
Read More »
The enterprise ‘pie’ is growing, says Evercore ISI’s Materne
Kirk Materne, Evercore ISI analyst, joins ‘TechCheck’ to discuss Microsoft’s quarterly earnings results, whether the enterprise software is getting bigger or if it’s just Microsoft, and more.
Read More »
I think there is genuine value in FAANG stocks, says Fundstrat’s Tom Lee
Tom Lee, Fundstrat Global Advisors managing partner, joins ‘TechCheck’ to discuss mega-cap tech companies recent earnings results, whether there’s genuine value in these companies and if there’s opportunity in the smaller technology companies.
Read More »
We do still have a downside ahead of us, says Kindred Ventures’ Kanyi Maqubela
Kanyi Maqubela, Kindred Ventures, joins ‘TechCheck’ to discuss Tesla’s modest stock gain after the company’s earnings beat, what investors should do in today’s equity markets and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: …
Read More »
Security software companies are going to be steady if we go into a recession, says ACME’s Hany Nada
Hany Nada, ACME Capital co-founder, joins ‘TechCheck’ to discuss tech stocks and valuations.
Read More »