I'm Deerreboza, and you're listening to CNBC's Tech Check.

Our show is live weekdays at 11 a.m. Welcome to Tech Check. I'm Carl Kintania in New York. Deirdreboza and San Francisco.

John Forts in Washington today. Chapter and Metaverse, a breakdown of why Roblox stock is up so much today.

Van Hood gets hacked.

What exactly was lost as millions of customers' data get exposed?

Later on, PayPal turns around, Palantir losing its touch, and NVIDIA rips higher again, Dee.

Well, Carl, we led yesterday with the losers, so we're going to start today with a huge winner.

Roblox, check out shares. They are surging this morning after seeing revenue more than double year every year.

Alongside a boost in daily active users and engagement hours, the company overcoming a speed bump from last month after a three-day outage led to an estimated loss of $25 million worth of bookings, excluding $6 million that

arrived during the outage itself. Roblox's win. It comes amid recent boosts for chipmakers

fueling the metaverse like Nvidia and AMD as well as Unity. And guys, many people were

expecting a drop-off here like we've seen at the likes of Peloton in Zoom. But, you know, as kids went back to school, but Roblox has seen those numbers increase. And I know we're talking ad nauseum about the Metaverse. But here's the play, right? You talk about concerts in the Metaverse that are already happening, not some far-off thing. And brands getting into it like Netflix and vans

in terms of the Roblox Metaverse, John, there's a lot already happening here while some others

are talking about what will happen. Now, I don't think there is, Dee. I'm going to be the

metaverse bear, I guess. I don't think the Metaverse is a thing. Roblox is a game. It's a very successful game. It's an immersive game. There are lots of immersive games like it. Fortnite is an immersive game. EA, other companies are working on immersive games. What exactly does that have to do with AR and VR, hardware and equipment, which is what some other companies are working on? What does that have to do with Microsoft Holo VR hardware and equipment, which is what some other companies are working on.

What does that have to do with Microsoft HoloLens? Nothing, really.

Somebody's created, Zuckerberg has had a big role in this, created this narrative trying to link

these things together. Roblox is doing really well.

AR and VR equipment is not doing really well.

Any expectation that some overall metaverse trend is going to

lift both things, not necessarily true. So I think investors need to be really, really careful.

But John, can't you have a metaverse without the AR VR goggles? I mean, I know kids, including

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