Onsemi CEO Hassane El-Khoury on Earnings, BMO CEO Darryl White on Fintech & Bill CEO René Lacerte on Q4 Results 2/6/23

TechCheck

CNBC

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

4.5 • 66 Ratings

🗓️ 6 February 2023

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

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Summary

Our anchors begin today’s show with Macquarie Head of Technology Research Americas Sarah Hindlian-Bowler offering her outlook for the rest of Q1, and our Julia Boorstin previews Pinterest’s earnings after the bell. Then, Onsemi CEO Hassane El-Khoury discusses the chipmaker’s latest results, and CNBC’s Eamon Javers reports on criminals using messaging platforms to commit check fraud. Next, UBS analyst Lloyd Walmsley discusses whether ChatGPT poses a threat to Alphabet, and our Deirdre Bosa shares highlights from her interview with BMO CEO Darryl White. Later, Bill Founder and CEO René Lacerte joins on the payments firm’s earnings, and CNBC’s Steve Kovach looks ahead to gaming results from Take-Two Interactive and Activision Blizzard. 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 John Ford. You're listening to CNVC's Tech Check. Our show is live weekdays at 11 a.m. Eastern, listen in.
0:06.9	Good Monday morning. Welcome to Tech Check. I'm Carl Quintanilla with your gerbosa. John Ford's on assignment.
0:11.5	Today, a switch and sentiment takeaways from the tech earnings as the NASDAQ continues
0:16.4	struggles to build on a five-week win streak which takes us to Pinterest and take two and
0:21.2	Activision a lot more results coming tonight after the bell.
0:24.4	Later on, two earnings exclusives with the CEOs of Bill and on Semi
0:28.7	to Industries, one warning that a slowdown is here, Dee. And that is helping to keep the NASDAQ
0:35.0	underwater today but the index of course has come out swinging this year
0:38.2	notching five straight weeks of gains that is its longest winning streak
0:42.3	since it reached record highs back in
0:44.7	November of 2021. Sentiment was a little different then though and this comes
0:48.8	despite bumpy earnings from some of the biggest names in tech including all the mega caps which we've heard
0:54.2	from over the last few weeks so what can we look forward to for the rest of the
0:57.6	quarter for the year joining us now McCorry's head of technology research Sarah
1:01.6	Hindley and Boler Sarah thanks for being with us head of technology research, Sarah Hinnlian Buller.
1:03.1	Sarah, thanks for being with us.
1:05.3	What's going to be driving the tech trade
1:07.8	for the next quarters for the next year?
1:10.1	Earnings were bumpy to week,
1:11.6	but the market seems to have taken it in stride.
1:14.1	What keeps it working amid higher rates than a weakening macro?
1:17.3	Yeah, I think the market is clearly climbing a wall of worries so to speak and I think it just takes into
	...

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