I'm Deerreboza, and you're listening to CNBC's Tech Check. Our show is live weekdays at 11 a.m.

Eastern. Listen in. Good Wednesday morning. Welcome to Tech Check. I'm Carl Keintania with John Ford.

Your DeBriboza is off today. Two earning CEOs this hour, MongoDB and Sentinel One join us in just a moment.

Some big stories on both fronts. Then trouble in tech travel, Expedia, trip, Airbnb, booking,

all downgraded today by various firms. Later on, what we learned from Biden's chip trip to Arizona,

John, and what that means for U.S. industrial policy. Yes, and we've got to start with MongoDB.

That stock is surging the enterprise software company.

I mean, I could say off the highest, but it's up about 19% this morning after reporting beats on the top and bottom lines for the fiscal third quarter.

Strong guidance for the remainder of the fiscal year.

Joining us now on CNBC in an exclusive MongoDB's CEO, David Charia.

Dave, good morning.

So this is the tech stock of the morning for me because of what there is to learn about the overall enterprise space from your results.

So let's start with consumption.

The trends seem to have stabilized.

Give some more color on what you saw

on the difference between your Q2 and Q3, including kind of the selling by hyperscalers

and ISVs that helped you out. Hi, John. Thanks for having me. What we saw in Q3 was definitely an uptick and consumption trends,

and it was broad-based across every geography as well as every customer segment.

So that was, you know, we feel like in many ways, that was probably a lot of people coming back off the summer holidays,

coming back to work, engaging with their applications more,

and that's what potentially drove the consumption uptake across the board.

And that's both at the high level as well as the S&B space.

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