I'm John Fort. You're listening to CNVC's Tech Check. Our show is live weekdays at 11 a.m. Eastern. Listen in.

Happy Friday and welcome to Tech Check. I'm John Fort. Carl Ketania and Julia Borsden. Today,

tech stocks rally despite the street's warnings on earnings and the risks ahead is what we'll luck at for names like Amazon, Facebook, and Alphabet. And then Bitcoin at 60K, the possibility of a Bitcoin ETF and Coinbase surging,

how to play the crypto comeback, and later a Tech Check exclusive with the CEO of Roblox.

Who's best positioned to own the Metaverse? Carl.

John, we're coming up on earnings starting next week.

We're going to get some big ones and some

skepticism from the street on technology. RBC warns of a controversial Q4, a bullish on names like

Alphabet and Amazon, unsure on stocks like Snap and Pinterest. Webbush enters the fray today, predicting

some deceleration in ad spend. City also today blames some of that on inflation.

In the meantime, maybe the strongest call comes out of Evercore.

They add Facebook to tactical underperform.

That's after a 13% drop in the last month.

So is another season of big tech beats ahead, or will there be some serious headwinds?

Interesting mix of dynamics at work

in the Evercore call on Facebook, Julia. They talk about advertising weakness potentially if some

of these big advertisers have to deal with inflation in their core business. And then they say the

risk on the Apple engagement issue is being underappreciated by the street.

Yes, I mean, I think Carl is worth noting that Facebook has been talking about the Apple risk for some time, but this is the first quarter when we're going to see the full impact of the Apple risk.

And there are many pieces of this. It is one whether advertisers are not able to accurately measure the impact of

their ads, is whether the ads don't work as well, and whether advertisers are saying, hey,

maybe this is an opportunity for us to move to other platforms where we can have a better sense

...