Shows / TechCheck
TechCheck
Where Silicon Valley meets Wall Street, TechCheck dives deep into stocks, trades, trends and opportunities focused on new technologies while highlighting news from mega-cap heavyweights, social media darlings, streaming giants, growth software and red-hot disruptors. Everyday TechCheck delivers investors what they need to know with compelling in-depth reporting and analysis from investors, analysts and leaders in the industry.
Episodes
- TechCheck
AI Threatens Ad Industry 5/8/23
Investors are trying to price in the downside stock impact of the AI boom, and advertising agencies like WPP, Omnicom Group and Publicis Groupe could be at…
- TechCheck
Block CFO & Dropbox CEO weigh in after earnings 5/5/23
Block CFO Amrita Ahuja discusses the company’s earnings, cash app growth, and how worked it with regulators about the issues raised in a short seller report…
TechCheckTechCheck+ AI Roadkill 5/5/23
You’ve heard about the AI winners – Microsoft, Google, Nvidia and others leading the shift. But what about AI roadkill? The companies who could see their…
- TechCheck
Previewing Apple Earnings Plus Big Tech At The White House 5/4/23
Apple is set to report earnings after the bell today, but calling it just a hardware or software company is stale. Instead, Deirdre Bosa explains why more and…
- TechCheck
Chegg Shares Sink on ChatGPT Threat, Plus AI’s Larger Impact on Business and Society 5/2/23
Chegg shares were cut nearly in half after its CEO described how students have increasingly turned to ChatGPT in recent months, hurting new user growth. And…
- TechCheck
Softbank’s Arm Files For IPO & How Google Lost Its Edge to OpenAI 5/1/23
Softbank’s chip designer Arm has confidentially filed to go public, seeking a valuation of $30 billion to $70 billion in what is shaping up to be the biggest…
TechCheckTechCheck+ The Creators of HBO's Watergate series 'White House Plumbers' 5/1/23
Carl Quintanilla sits down with Alex Gregory and Peter Huyck, co-creators, writers and executive producers behind HBO’s five-part mini-series “White House…
- TechCheck
Digging into Snap, Pinterest, and Amazon earnings 4/28/23
Snap and Pinterest stock are both plummeting today as they warn of ad revenue challenges ahead – even though other big tech names that reported this week are…
- TechCheck
AI’s Proving Ground, Plus Microsoft & Alphabet Earnings 4/25/23
Microsoft and Alphabet both report earnings today – key for investors will be what they signal about AI in terms of announcements already made and what’s in…
TechCheckTechCheck+ Google on Defense 4/21/23
Is something happening to Google’s dominance? For two decades it enjoyed one of the best business models in history – search. The stock boomed. The company…
- TechCheck
Tesla Margins Shrink & So Do Tiger Global’s Returns 4/20/23
Tesla cut prices a half dozen times in the last 6 months, and that cut into margins for the latest quarter. As investors are focused on the COST-CUTTING side…
- TechCheck
Google’s New Phone. Why? 4/19/23
CNBC reported that Google is at work developing its new Pixel phone with a foldable screen – set for a June release and costing in the realm of $1700. Why does…
- TechCheck
Nvidia’s AI lead, Netflix earnings & Meta’s non-meta plays 4/18/23
A bull-bear debate on wall street about Nvidia as Microsoft reportedly starts to work on its own chip production. Plus – a look at the stakes for Netflix…
- TechCheck
Samsung CONSIDERED Replacing Google Search 4/17/23
Deirdre is back with the story of Samsung considering switching from Google as its default search engine. Where’d it think about going? Microsoft Bing of…
- TechCheck
Tesla Price Cuts & Walmart Sells Bonobos 4/14/23
Tesla just keeps cutting prices. A sign of strength or weakness? And Walmart is selling Bonobos for much less than it bought it for. What that says about its…
- TechCheck
Jassy’s Letter to Amazon Shareholders 4/13/23
Amazon CEO Andy Jassy published his letter to Amazon shareholders this morning – we parse some of the messages and themes that’ll play out for the rest of 2023…
- TechCheck
Mad MAX from Warner Brothers Discovery, and Apple iPhone Buttons 4/12/23
Warner Brothers and Discovery combining HBOMax and Discovery+ and naming it… Max? Inside WBD’s new streaming service. Plus – the difference between a…
- TechCheck
PC Demand Falls 4/10/23
CNBC’s Steve Kovach and Kristina Partsinevelos report on demand fears from top technology producers. Hosted by Simplecast, an AdsWizz company. See…
TechCheckTechCheck+ Creator of 'Extrapolations' on Apple TV+ 4/6/23
Carl Quintanilla sits down with Scott Z. Burns, the creator, EP, and showrunner of 'Extrapolations' on Apple TV+ for a long-ranging conversation on how the…
- TechCheck
Learn from Chamath Palihapitiya's Mistakes, Plus Big Tech Stocks, Congress & China 4/6/23
Chamath Palihapitiya released his annual investor letter. His SPACs and public investments have cratered. Where to look for lessons in that performance and…
TechCheckTechCheck+ Sports Rights Sleeper Hold 4/6/23
Ari Emanuel & Vince McMahon. WWE & UFC. Apple & Major League Soccer? A whole lot of investors, owners, CEOs and companies are betting that the value of…
- TechCheck
Google Takes On Nvidia in AI 4/5/23
AI is redrawing the lines of competition in big tech. Today it's Google going after Nvidia, arguing its supercomputers / computing capacity is faster (and…
- TechCheck
WWE UFC Math, Plus The Most 2023 VC Deal of 2023 4/3/23
Ari Emanuel and Endeavor are buying the WWE and merging it with UFC. We break down the math. Plus the most 2023 VC deal of 2023 -- investing in investing in…
- TechCheck
Why Are Chinese Tech Companies Breaking Up? 3/31/23
First Alibaba, now JD.com – why some of the largest Chinese tech companies are splitting up, preparing for spin-offs and IPOs of parts of their business, and…
- TechCheck
The Government Comes For Crypto Again & Twitter Lost 24 Billion Dollars 3/27/23
Today the CFTC sues Binance, CEO CZ and other members of management, arguing they “have failed to properly supervise Binance’s activities and, indeed, have…
- TechCheck
Another VC Bubble? And how the tech rally is all Apple & Microsoft 3/24/23
Is there a bubble already brewing in VC? A billion dollar valuation for a pre-revenue AI company, backed by Andreessen Horowitz. Or maybe, this time it's…
TechCheckTechCheck+ Amazon’s Missing Profit 3/24/23
What happened to Amazon’s stock? It’s underperformed the S&P and its big tech peers since the start of 2020. The answer lies in what happened to its…
- TechCheck
Chinese Tech Stocks Sit Back & Another AI Gold Rush 3/21/23
Tech has outperformed in 2023, but Chinese tech stocks have been sitting out this rally. The $KWEB is down 8% this year. Plus – AI announcements today from…
- TechCheck
Investors in La La Land & Another Reason to Fear the Bank Runs 3/17/23
Tiger Global is reportedly writing down its venture portfolio – marking to market some of those massive unicorn investments it made before the market for tech…
TechCheckTechCheck+ The VC Bailout 3/17/23
Investors in Silicon Valley Bank were wiped out; depositors were saved. But what about the investors in Silicon Valley? We look at how VCs were the major…
- TechCheck
The “Bizarro Trade” in Tech, and What Happens if TikTok Is Banned 3/16/23
Why are tech stocks rallying in the face of bank crises and broader market uncertainty – yields. Bad news is back to being good news for high-growth tech…
- TechCheck
Stocks Suffer Post-SVB and Foxconn Says Demand for Consumer Electronics is Getting Weaker 3/15/23
Stocks fell sharply on Wednesday – we look at how investing in tech has changed post-SVB. Plus – Foxconn has a warning for investors, and is planning a move…
TechCheckTechCheck+ 'The Mandalorian' Creator Jon Favreau On The Storytelling Process 3/15/23
CNBC’s Carl Quintanilla sits down with Jon Favreau – creator, executive producer, and writer behind "The Mandalorian" as it enters its third season on Disney+…
- TechCheck
The Meta Layoffs 3/14/23
Inside Mark Zuckerberg’s decision to lay off another ten thousand employees at Meta Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for…
TechCheckTechCheck+ Jack Henry CEO David Foss on SVB collapse 3/24/23
Jack Henry CEO David Foss discusses how the SASS operator supports regional banks and how the fallout from Silicon Valley Bank's collapse could change the…
- TechCheck
The Failure and Savior of Silicon Valley Bank, and Why Tech Stocks Are Rising 3/13/23
Tech moved decidedly higher Monday following the U.S. government’s decision to backstop Silicon Valley Bank’s depositors – why, what that tells us about tech…
TechCheckTechCheck+ Oscars Preview & The Future of Moviegoing 3/10/23
CNBC’s Julia Boorstin is on the red carpet ahead of Sunday’s Oscars with an expert cast to talk all things media, streaming & moviegoing. Julia spoke with Gail…
- TechCheck
The Fallout and Failure of Silicon Valley Bank 3/10/23
A run at Silicon Valley Bank, a failure and the regulators take over. Inside the fallout of a major bank seizing up, and how it will ripple through the market…
TechCheckTechCheck+ Zuckerberg’s Steve Jobs Moment 03/10/23
Mark Zuckerberg has promised this is the “year of efficiency” – out is the metaverse, in are cost cuts, focus, discipline. But one noted tech investor says…
TechCheckTechCheck+ Bessemer Venture Partners' Elliott Robinson 3/9/23
CNBC TechCheck Anchor Deirdre Bosa talks with Elliott Robinson of Bessemer Venture Partners about the current market outlook amid rising interest rates and…
- TechCheck
Silvergate, Silicon Valley Bank & UBER For Spinning Out Your Logistics Business 3/9/23
Tough morning if your company name begins with S-I-L. Tough morning if you’re a California-based bank. Tough morning if you’re a bank that dove into tech…
- TechCheck
Software Buyouts 3/8/23
"a difficult time in this market" -- can make for some interesting opportunities. Deirdre looks at a few possible buyout targets within software, based off the…
- TechCheck
MORE Layoffs at Meta and Sonos As Higher-Price Case Study 3/7/23
Why are tech companies doing multiple rounds of layoffs? Meta reportedly the latest. Investor Brad Gerstner told CNBC today: “This is a re-founding moment for…
- TechCheck
What Musk vs AWS Tells Us About Cloud Pricing and An ARM IPO A-Coming 3/6/23
Elon Musk is reportedly looking to cut his AWS bill, and it’s highlighting a major theme in software right now: how consumption-based fee models are affecting…
- TechCheck
Semi Hot Start To The Year, Amazon HQ HOLD ON, and The Debacle at Silvergate 3/3/23
Semiconductor stocks have outperformed this year – why, why now and what it has to do with AI and ChatGPT. Amazon pausing further construction on its HQ2 in…
TechCheckTechCheck+ AI’S “iPhone Moment” – Separating ChatGPT Hype and Reality 03/03/23
In the first installment of TechCheck Weekly, Deirdre Bosa looks at the next stage in the AI arms race: the hype wars -- whose announcements are real, which…
- TechCheck
The Real Story in Enterprise Spending and Cash Burn 3/2/23
Salesforce was strong, but Snowflake and Box forecasts have the street worried. Plus – speaking of growth, Rivian’s cash burn has us thinking about the biggest…
- TechCheck
The Pressure on Salesforce and Putting The Instacart Before The Horse 3/1/23
Salesforce reported strong numbers, but it’s under pressure from a number of activist investors pushing for margin growth. And the IPO market has been frozen…
- TechCheck
A TikTok Ban and Everyone’s Trying to Make an AI Announcement 2/28/23
What would a TikTok ban mean for American tech companies amid a wider U.S. / China decoupling in tech, and Deirdre runs through all the companies trying to…
TechCheckTechCheck+ Cleo Capital’s Sarah Kunst on black VCs' investment dollars 2/28/23
CNBC’s Julia Boorstin spoke with Sarah Kunst of Cleo Capital about a new report in partnership with Harvard Business School that examines U.S. venture assets…
- TechCheck
The Quality Question for tech stocks, and Nvidia’s AI ChatGPT Opportunity 2/27/23
Deirdre Bosa debuts the new TechCheck format – the stories investors need to know within tech. The gang starts with a discussion of unprofitable, high-beta…
- TechCheck
LA Clippers Owner & Former Microsoft CEO Steve Ballmer on Artificial Intelligence & NBA Tech Initiatives 2/17/23
Our anchors begin today’s show with CNBC’s Steve Liesman breaking down the Fed’s messaging around rate hikes, and CNBC’s Kate Rooney looks at the risk-on rally…
TechCheckTechCheck+ Exclusive: SNAP CEO Evan Siegel 2/16/23
CNBC’s Julia Boorstin sits down with SNAP CEO Evan Siegel to discuss the increase in active users and the company’s roadmap for how it will exceed 1 billion…
- TechCheck
Three C-Suite Perspectives on Results: Twilio CEO Jeff Lawson, Synopsys CEO Aart de Geus & Toast CEO Chris Comparato 2/16/23
Our anchors begin today’s show with CNBC’s Steve Liesman reporting on New York Fed data showing an increase in household debt, and CNBC’s Kristina…
TechCheckTechCheck+ The Future of A.I. Technology & Impact on Education 2/15/23
As AI hype hits a fever pitch, CNBC's Brandon Gomez and Fahiemah Al-Ali kick off a conversation around the widespread interest in the technology with Paper…
- TechCheck
Akamai CEO Tom Leighton on Earnings, Airbnb Delivers in Q4 & Goldman Sachs Scraps DTC Credit Card Plan 2/15/23
Our anchors begin today’s show with Satori Fund Founder Dan Niles discussing whether to trust tech stocks rallying in 2023, and Akamai CEO Tom Leighton joins…
TechCheckTechCheck+ CookUnity CEO on Creating a Chef-To-Consumer Marketplace 2/14/23
CNBC's Julia Boorstin chats with CookUnity co-founder and CEO Mateo Marietti on creating the first chef-to-consumer marketplace in food delivery, closing the…
- TechCheck
Inflation Rises to Start 2023, GlobalFoundries CEO Thomas Caulfield on Earnings & Checking the State of Venture Capital 02/14/23
Our anchors begin today’s show with CNBC’s Steve Liesman and Mike Santoli breaking down January’s hotter-than-expected inflation data, and CNBC’s Kristina…
- TechCheck
Lawmakers Renew Calls for TikTok Ban, Check Point Software CEO Gil Shwed on Earnings & Evercore ISI Upgrades Zillow to Buy 2/13/23
Our anchors begin today’s show with CNBC’s Eunice Yoon covering what to expect from China’s potential reopening, and CNBC’s Arjun Kharpal reports on China’s…
TechCheckTechCheck+ NFL’s Chief Media Officer on the Future of Sports Streaming 2/11/23
CNBC’s Julia Boorstin speaks with the NFL’s chief media and business officer Brian Rolapp from the Super Bowl in Arizona. Rolapp discusses this year’s big…