Alphabet and Amazon Disappoint in Q4, Breaking Down Apple’s Earnings & Microchip Technology CEO Ganesh Moorthy on Results 2/3/23

TechCheck

CNBC

Management, Cnbc, Tech, Faang, Investing, Business, Disruptors, Technology

4.5 • 66 Ratings

🗓️ 3 February 2023

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

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Summary

Our anchors begin today’s show discussing disappointing Q4 results from Alphabet and Amazon, with insight from Cowen Managing Director John Blackledge. Then, our Julia Boorstin discusses what these big tech earnings mean for digital advertising revenue, and we take a deep dive into Apple’s quarter with CNBC’s Steve Kovach and Bank of America analyst Wamsi Mohan. Next, CNBC’s Robert Frank reports on the increasing pace of workers returning to the office, and CNBC’s Steve Liesman breaks down the stronger-than-expected January jobs report from the Bureau of Labor Statistics. Later, we share highlights from the latest episode of our Carl Quintanilla’s “Binge” digital series with the co-creator of HBO’s “The Last of Us,” and Microchip Technology CEO Ganesh Moorthy joins on the company’s earnings beat. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcript

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0:00.0	I'm Deerejibosa and you're listening to see MBC's Tech Check.
0:03.6	Our show is live weekdays at 11 a.m. Eastern.
0:06.7	Listen in.
0:07.7	You welcome to Tech Check.
0:08.7	I'm Carl Cantonier with the Deere de Beauza and John Ford.
0:11.3	Today we'll talk about this tech turnaround.
0:13.2	The NASDAQ goes positive
0:14.9	after the steep drop this morning
0:16.7	and what that red hot jobs number means for tech today.
0:19.5	Plus, some deep dives on the results
0:21.1	of the biggest of the big, why Apple turned around in today's
0:24.5	session and Amazon has not later on an exclusive with the CEO of microchip why
0:29.3	the street thinks that stock is undervalued what What a Friday, D?
0:33.4	What a Friday, and we made it.
0:35.2	Let's take a look at the markets as we close out
0:37.2	a very busy week of earnings and economic data.
0:39.7	As Carl said, we were way off the lows of the day.
0:41.6	The NASDAQ's still down about two-tenths of 1%, but we were way off the lows of the day the NASDAQ still down about two
0:43.0	tenths of one percent but we were down as much as two percent in earlier
0:46.9	trading right now it is down like I said two tenths of a percent the Dow
0:50.7	up by a few points 40 that is despite turning lower
0:53.2	after earnings results take a look at the mega caps Apple is now positive
	...

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