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
SoFi CEO Anthony Noto on Q4 Results, Tesla Surges to Start 2023 & Playing the Digital Ad Space 1/30/23
Our anchors begin today’s show with Wilmington Trust Head of Investment Strategy Meghan Shue looking ahead to the Fed’s decision on interest rates later this…
- TechCheck
Intel CEO Pat Gelsinger on Q4 Earnings Miss, Salesforce to Add New Board Members & Previewing Meta’s Results 1/27/23
Our anchors begin today’s show with Intel CEO Pat Gelsinger as shares of the chipmaker plunge following a Q4 earnings miss. Then Bernstein Managing Director…
TechCheckTechCheck+ Gecko Robotics CEO on AI, robotics & renewable energy 1/26/23
CNBC's Pippa Stevens chats with Jake Loosararian, co-founder and CEO of Gecko Robotics. Loosararian shares his expectations and predictions around AI and the…
- TechCheck
Tesla Surges on Q4 Results, JetBlue CEO Robin Hayes on Earnings & Meta to Reinstate Former President Trump’s Facebook Account 1/26/23
Our anchors begin today’s show with CNBC’s Dom Chu covering the intersection of GDP and tech stocks, and Bernstein Managing Director Toni Sacconaghi takes a…
- TechCheck
Microsoft Delivers Mixed Earnings, Department of Justice Files Lawsuit Against Google & Silicon Valley Bank CEO Greg Becker on Venture Capital 1/25/23
Our anchors begin today’s show with CNBC’s Steve Kovach and Goldman Sachs analyst Kash Rangan breaking down Microsoft’s latest earnings. Then, CNBC’s Mike…
TechCheckTechCheck+ Plaid CEO Zach Perret on his 2023 fintech predictions 1/24/23
CNBC's Deirdre Bosa and Kate Rooney sit down with Plaid co-founder and CEO Zach Perret from CNBC's San Francisco bureau. Zach shares his biggest fintech…
- TechCheck
Microsoft Reports Earnings After the Bell, Amazon Unveils New Prescription Drug Perk & Plaid CEO Zach Perret on Fintech Outlook 01/24/23
Our anchors begin today’s show previewing Microsoft’s earnings after the bell with CNBC’s Steve Kovach and New Age Wealth Advisors Co-Founder Todd Gordon…
- TechCheck
Spotify Announces Layoffs, Playing the China Tech Rally & Big Banks Plan New Payment Wallet 1/23/23
Our anchors begin today’s show with CNBC’s Frank Holland and Deutsche Bank analyst Brad Zelnick covering activist investor Elliott Management reportedly taking…
- TechCheck
Alphabet Announces Layoffs, Netflix Surges on Q4 Subscriber Adds & President Biden’s Tech Scorecard 1/20/23
Our anchors begin today’s show with Big Technology newsletter author Alex Kantrowitz discussing Alphabet laying off 12,000 employees. Then, we break down…
TechCheckTechCheck+ Cybersecurity Tech with Walmart's Chief Information Security Officer 1/19/23
CNBC’s Frank Holland sits down with Walmart’s chief information security officer Jerry Geisler at Walmart headquarters in Arkansas to discuss the growing need…
- TechCheck
Big Tech Earnings Season Gets Started, Breyer Capital CEO Jim Breyer on Meta & Crypto Lender Genesis Prepares to File for Bankruptcy 01/19/23
Our anchors begin today’s show with CNBC’s Dom Chu analyzing what to expect from tech earnings season. Then, our Julia Boorstin and Evercore ISI Head of…
- TechCheck
Microsoft Announces Layoffs, Mastercard CEO Michael Miebach on Consumer Demand & Walmart Ups Investment in Tech 1/18/23
Our anchors begin today’s show with Verge Editor-in-Chief Nilay Patel and CNBC’s Steve Kovach discussing the one-year anniversary of Microsoft announcing plans…
TechCheckTechCheck+ The Future of Biotech Innovation and Investment 1/17/23
CNBC's Meg Tirrell sits down with Dr. Christiana Bardon, co-managing director of BioImpact Capital, one of the world’s largest dedicated biotech investment…
- TechCheck
Citi CEO Jane Fraser on Economic Outlook, Splunk CEO Gary Steele on Cybersecurity & Guggenheim Downgrades Microsoft to Sell 1/17/23
Our anchors begin today’s show with Citi CEO Jane Fraser offering her outlook for rate hikes, inflation and consumer demand at the World Economic Forum’s…
- TechCheck
What Q4 Bank Earnings Mean for Tech, Retail Investors Return to Meme Stocks & Apple CEO Tim Cook Takes 40% Pay Cut 1/13/23
Our anchors begin today’s show with CNBC’s Bob Pisani breaking down the first wave of Q4 bank earnings, and CNBC’s Steve Liesman delivers new data on Federal…
- TechCheck
Nelson Peltz Launches Proxy Fight with Disney, December CPI Data Shows Inflation Easing & Box CEO Aaron Levie on Software Outlook 1/12/23
Our anchors begin today’s show with New York Times columnist Jim Stewart discussing billionaire investor Nelson Peltz’s activist firm launching a proxy fight…
- TechCheck
Barclays Cuts Estimates on Apple, Digital Advertising Trends to Watch in 2023 & Gauging a Potential Tech Stock Recovery 1/11/23
Our anchors begin today’s show with CNBC’s Dom Chu covering emerging themes in the Dow to start 2023, and Grasso Global CEO Steve Grasso joins with his take on…
TechCheckTechCheck+ Pay Equity with 'Girls Who Code' founder Reshma Saujani
CNBC's Julia Boorstin and Brandon Gomez chat with 'Girls Who Code' and 'Marshall Plan for Moms' founder Reshma Saujani on the heels of JUST Capital's newly…
- TechCheck
Medtronic CEO Geoffrey Martha on Biotech Developments, Coinbase Announces Layoffs & Novartis CEO Vasant Narasimhan Shares Health Care Outlook 1/10/23
Our anchors begin today’s show breaking down the recent revaluation across tech stocks with CNBC’s Dom Chu and NYU Stern School of Business Professor Aswath…
- TechCheck
China Tech Rallies to Start 2023, What’s to Expect from IPOs This Year & WWE Explores a Sale 1/9/23
Our anchors begin today’s show with Annandale Capital Founder and Chairman George Seay discussing his outlook for Apple, Uber and crypto. Then, CNBC’s Steve…
TechCheckTechCheck+ Magic Leap CEO Peggy Johnson from CES on the AR revolution 1/6/23
CNBC’s Julia Boorstin talks to Magic Leap CEO Peggy Johnson from the floor of the world's largest innovation event, the Consumer Electronic Show 2023 in Las…
- TechCheck
Nasdaq CEO Adena Friedman on 2023 Outlook, Amazon Unveils New Products at CES & The Trade Desk CEO Jeff Green on Digital Ad Landscape 1/6/23
Our anchors begin today’s show with Trivariate Research Founder Adam Parker sharing his outlook for software and semis, and Nasdaq CEO Adena Friedman offers…
TechCheckTechCheck+ Roku CEO Anthony Wood live from CES
In a CNBC exclusive, Julia Boorstin speaks with Roku CEO Anthony Wood live from CES in Las Vegas about the launch of its own TV line, the impact from ad market…
- TechCheck
A Trio of CEOs Join from CES: AMD’s Lisa Su, CrowdStrike’s George Kurtz & Qualcomm’s Cristiano Amon 01/05/23
Our anchors begin today with CNBC’s Steve Liesman discussing tech layoffs and cost cuts to start 2023. Then, our Julia Boorstin kicks off the show’s coverage…
- TechCheck
Breaking Down Meta’s Resurgence, Stellantis Raises Investment in Electric Aircraft & Shopify Pushes into Digital Advertising 1/4/23
Our anchors begin today’s show with New Age Wealth Advisors Co-Founder Todd Gordon discussing Meta’s resurgence over the past few months. Then, CNBC’s Phil…
- TechCheck
Tesla Misses Year-End Delivery Estimates, Software Stocks to Watch in 2023 & Higher Lithium Prices Raise Cost of EVs 01/03/23
Our anchors begin today’s show with CNBC’s Phil LeBeau and New Street Research analyst Pierre Ferragu discussing Tesla missing estimates for year-end…
- TechCheck
The Case for Tech in 2023 & Hardware Predictions for Next Year 12/30/22
Our anchors begin today’s show with CNBC’s Bob Pisani explaining why the tech sector could stage a comeback in 2023, and Optimize Advisors CIO Mike Khouw…
- TechCheck
The Bull Case for Netflix, What to Expect from the Metaverse in 2023 & Top Fintech Picks for Next Year 12/29/22
Our anchors begin today’s show with Mark Asset Management CEO and Managing Partner Morris Mark explaining why Netflix and Disney are his top picks for 2023…
- TechCheck
Finding Value in China Tech, Looking Ahead to Apple’s 2023 & Motive CEO Shoaib Makani on Supply Chain Woes 12/28/22
Our anchors begin today’s show with GFM Focus Investing Co-Founder Anand Batepati sharing his bull case for Chinese tech stocks. Then, CNBC’s Steve Kovach and…
- TechCheck
Tesla Takes a Tumble, Big Tech vs. the Regulators & China Tech Stocks Bounce 12/27/22
Our anchors start today’s show with a check on Tesla as shares continue to drop sharply. Then, New Street Advisors Group Founder Delano Saporu joins to discuss…
- TechCheck
An Ugly End of the Year for Tech, Naming Microsoft a Top Pick in the New Year & Zscaler CEO on the State of Cybersecurity 12/23/22
Our anchors kick off today’s show with Matrix Asset Advisors CIO David Katz to discuss why he’s bullish on tech despite an ugly 2022 for the sector. We also…
- TechCheck
uTube Clinches Rights to NFL Sunday Ticket, FTX Founder Sam Bankman-Fried Extradited to U.S. & Finding Opportunities in Fintech 12/22/22
Our anchors begin today’s show with Evercore ISI Head of Internet Research Mark Mahaney explaining his decision to cut price targets on Amazon and Alphabet…
- TechCheck
Finding Value in E-Commerce, The State of Big Tech Regulations & What to Expect from Disney in 2023 12/21/22
Our anchors begin today’s show with Plexo Capital Founding Managing Partner Lo Toney discussing the e-commerce landscape for 2023, and MoffettNathanson analyst…
- TechCheck
What to Expect from Amazon’s Holiday Season, Wedbush Initiates Coverage Across Software & Finding Top Chip Picks for 2023 12/20/22
Our anchors begin today’s show with CNBC’s Mike Santoli covering the market’s reaction to the Bank of Japan shifting policy on yields, and Big Technology…
- TechCheck
Nasdaq Volatility Continues Into Year-End, Citi Names Amazon Top 2023 Pick & Cowen Calls Take-Two Interactive Best Idea in Gaming 12/19/22
Our anchors begin today’s show with CNBC’s Mike Santoli analyzing the Nasdaq’s volatility heading into year-end, and Wedbush Securities Managing Director Sahak…
- TechCheck
Citi Names Microsoft Top Large-Cap Software Pick, Adobe CEO Shantanu Narayen on Earnings & The Bull Case for Airbnb 12/16/22
Our anchors begin today’s show with BMO Wealth Management Chief Investment Strategist Yung-Yu Ma discussing how to navigate tech following yesterday’s massive…
- TechCheck
Tech Roiled by Market Sell-off & Finding Top Chip Stocks for 2023 12/15/22
Our anchors begin today’s show with NorthmanTrader Founder Sven Henrich offering his insight on the Fed announcing another 50-basis-point rate hike. Then, we…
- TechCheck
Finding Value in the Cloud, Goldman Sachs Names Uber Top 2023 Pick & Cloudflare CEO Matthew Prince Shares Cybersecurity Outlook 12/14/22
Our anchors begin today’s show with CNBC’s Mike Santoli offering his thoughts ahead of another potential rate hike from the Fed this afternoon, and Wilmington…
- TechCheck
New FTX CEO John J. Ray III Testifies Before the House Financial Services Committee 12/13/22
We spend today’s show covering new FTX CEO John J. Ray III testifying before the House Financial Services Committee on the crypto exchange’s collapse. Hosted…
- TechCheck
Thoma Bravo Buys Coupa, Cowen Names Netflix Top Large-Cap Pick & Finding Fintech Plays for 2023 12/12/22
Our anchors begin today’s show with CNBC’s Steve Liesman covering New York Fed data showing a decline in one-year inflation expectations, and Destination…
TechCheckTechCheck+ Netflix's 'The Playlist' Creative Team on Spotify's Story 12/09/22
CNBC's Carl Quintanilla breaks down the story of Spotify with the creative team behind Netflix series 'The Playlist' for the latest episode of digital…
- TechCheck
FTC Sues to Block Microsoft’s Purchase of Activision, DocuSign CEO Allan Thygesen on Earnings & Procore CEO Tooey Courtemanche on Enterprise Software Demand 12/9/22
Our anchors begin today’s show with CNBC’s Steve Kovach covering the FTC suing Microsoft to block the company’s acquisition of Activision-Blizzard, and our…
- TechCheck
C3 AI CEO Tom Siebel on Results, Disney Launches Ad-Supported Tier & HashiCorp CEO Dave McJannet on Q3 Performance 12/08/22
Our anchors begin today’s show with CNBC’s Frank Holland covering the start of the “Salesforce World Tour” in New York City as CEO Marc Benioff delivers his…
TechCheckTechCheck+ Netflix's 'Wednesday' Creators on Reimagining 'The Addams Family' 12/7/22
CNBC's Carl Quintanilla speaks to Al Gough and Miles Millar, creators, showrunners and executive producers of Netflix’s ‘Wednesday.’ They discuss how the…
- TechCheck
MongoDB CEO Dev Ittycheria on Earnings Beat, Fmr. Theranos President Sunny Balwani Awaits Sentencing & SentinelOne CEO Tomer Weingarten on Q3 Results 12/7/22
Our anchors begin today’s show with MongoDB CEO Dev Ittycheria discussing the software firm’s latest earnings, and CNBC’s Steve Liesman breaks down new data on…
- TechCheck
Breaking Down Salesforce’s C-Suite Shake-Up, The Case for Growth Tech & President Biden Visits TSMC’s Arizona Construction Site 12/06/22
Our anchors begin today’s show with CNBC’s Mike Santoli analyzing the divergence in small-cap and mega-cap tech. Then CNBC’s Steve Kovach breaks down Microsoft…
- TechCheck
Bear Case Scenarios for Amazon, Circle CEO Jeremy Allaire on Reversing Decision to Go Public & Ghana Hosts Africa’s First-Ever Bitcoin Conference 12/5/22
Our anchors begin today’s show with CNBC’s Steve Kovach and Seema Mody covering reports that Apple might be planning to accelerate production away from China…
- TechCheck
PagerDuty CEO Jennifer Tejada on Earnings, Smartsheet CEO Mark Mader on Q3 Results & Defense Tech Start-Up Anduril Reaches $7 Billion Valuation 12/2/22
Our anchors begin today’s show with Verge Editor-in-Chief Nilay Patel discussing layoffs across tech, and CNBC’s Kate Rooney reports on the Department of…
- TechCheck
Salesforce Co-CEO Bret Taylor to Step Down, VMware CEO Raghu Raghuram on Multi-Cloud Strategy & Pure Storage CEO Charles Giancarlo on Earnings Beat 12/01/22
Our anchors begin today’s show with CNBC’s Frank Holland covering Salesforce’s latest earnings as Co-CEO Bret Taylor announces plans to leave the software…
- TechCheck
ServiceNow CEO Bill McDermott Shares Cloud Outlook, HPE CEO Antonio Neri on Latest Results & Intuit CEO Sasan Goodarzi on Earnings Beat 11/30/22
Our anchors begin today’s show with ServiceNow CEO Bill McDermott sharing his outlook for software as we kick off day three of Cloud Week, and CNBC’s Dom Chu…
- TechCheck
Elon Musk Takes Aim at Apple, AWS CEO Adam Selipsky on Cloud Outlook & Breaking Down Internet Activism in China 11/29/22
Our anchors begin today’s show with CNBC’s Steve Kovach and Bernstein analyst Toni Sacconaghi discussing Elon Musk taking aim at Apple’s relationship with…
- TechCheck
Covid Lockdown Protests Sweep Across China, BlockFi Reportedly Plans to File for Bankruptcy & Appian CEO Matt Calkins Kicks Off Cloud Week 11/28/22
Our anchors begin today’s show with CNBC’s Eunice Yoon reporting on rare protests in China over the country’s “Zero Covid” approach, and CNBC’s Steve Kovach…
- TechCheck
Black Friday Ecommerce Expectations, Shopify President Harley Finkelstein & Apple’s Holiday Quarter 11/25/22
Our anchors begin today’s show with CNBC’s Kristina Partsinevelos and CommerceIQ CEO Guru Hariharan on shopping trends to expect this Black Friday and beyond…
- TechCheck
HP Announces Layoffs, Diving into Apple’s Holiday Demand & Klarna CEO Sebastian Siemiatkowski Shares Black Friday Outlook 11/23/22
Our anchors begin today’s show with CNBC’s Dom Chu breaking down the market impact of layoffs, guidance cuts and negative sentiment across tech. Then, Wall…
- TechCheck
FTX Makes First Appearance in Bankruptcy Court, Chainalysis CEO Michael Gronager on Crypto Turbulence & New Disney CEO Bob Iger Announces Restructuring Plans 11/22/22
Our anchors begin today’s show with CNBC’s Eamon Javers reporting on FTX’s first-ever appearance in bankruptcy court. Then, Baird analyst Will Power and Mighty…
- TechCheck
Bob Iger Returns as Disney CEO, Checking Consumer Demand Ahead of Black Friday & A Deep Dive into China Tech 11/21/22
Our anchors begin today’s show covering Bob Iger’s return as CEO of Disney with Julia Boorstin and New York Magazine Editor-At-Large and “Pivot” podcast host…
- TechCheck
Palo Alto Networks Surges on Earnings Beat, Incoming Kraken CEO Dave Ripley on Crypto Turbulence & Covering the Upcoming Sentencing of Elizabeth Holmes 11/18/22
Our anchors begin today’s show with Cohesity CEO Sanjay Poonen discussing cybersecurity demand after Palo Alto Networks beat the Street in its latest earnings…
- TechCheck
Breaking Down Nvidia’s Q3 Earnings, Airbnb CEO Brian Chesky on Travel Demand & Sonos CEO Patrick Spence on Latest Results 11/17/22
Our anchors begin today’s show with Needham analyst Rajvindra Gill breaking down chipmaker Nvidia’s Q3 earnings, and lodging platform Airbnb Co-Founder and CEO…
- TechCheck
IBM CEO Arvind Krishna on Demand Outlook, CoinShares CEO Jean-Marie Mognetti on Crypto Turbulence & FBI Voices Security Concerns Over TikTok 11/16/22
Our anchors begin today’s show with IBM CEO Arvind Krishna sharing his outlook for enterprise demand, consumer spending, and M&A opportunities in an exclusive…
- TechCheck
What to Expect from Black Friday E-Commerce, Activist Investor Calls for Cost Cutting at Alphabet & Data Center Face Risks from Climate Change 11/15/22
Our anchors begin today’s show with CNBC’s Steve Liesman breaking down new data on household debt from the New York Fed, and CommerceIQ CEO Guru Hariharan…