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
TechCheckPagerDuty 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…
TechCheckSalesforce 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…
TechCheckServiceNow 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…
TechCheckElon 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…
TechCheckCovid 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…
TechCheckBlack 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…
TechCheckHP 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…
TechCheckFTX 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…
TechCheckBob 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…
TechCheckPalo 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…
TechCheckBreaking 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…
TechCheckIBM 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…
TechCheckWhat 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…
TechCheckFTX Collapse Impacts Ad Markets, CFPB Director Rohit Chopra on Crypto Regulations & Finding Value in Chips and Cybersecurity 11/14/22
Our anchors begin today’s show with CNBC’s Steve Liesman outlining new data from the New York Fed showing rising inflation expectations, and CNBC’s Kate Rooney…
TechCheckCNBC Special: Crocodile Of Wall Street & The Battle Over Billions In Stolen Bitcoin 11/11/22
CNBC takes you inside one of the largest crypto currency heists in history and delivers a revealing look at the investigation to recover $3.6 billion dollars…
TechCheckGalaxy Digital CEO Mike Novogratz & Shark Tank Investor Kevin O’Leary on FTX Collapse 11/11/22
Our anchors begin today’s show with CNBC’s Kate Rooney and crypto exchange OKX Managing Director Lennix Lai discussing FTX’s decision to file for bankruptcy…
TechCheckOctober CPI Data Sends Tech Soaring, FTX CEO Sam Bankman-Fried Faces Possible Bankruptcy & Unity CEO John Riccitiello on Q3 Results 11/10/22
Our anchors begin today’s show with Wall Street Journal reporter Gunjan Banerji breaking down October’s cooler-than-expected CPI data sending tech surging, and…
TechCheckAkamai CEO Tom Leighton on Q3 Results, eToro U.S. CEO Lule Demmissie on Binance-FTX Deal & Gen CEO Vincent Pilette on Earnings 11/9/22
Our anchors begin today’s show with Production Board Founder and CEO David Friedberg covering newly announced layoffs from Meta and crypto exchange Binance’s…
TechCheckMicrosoft Gaming CEO Phil Spencer on Holiday Season Demand, Binance Announces Plans to Buy FTX & FCC Chairwoman Jessica Rosenworcel on Media Landscape 11/8/22
Our anchors begin today’s show with Oppenheimer analyst Martin Yang discussing the latest results from Activision and Take-Two Interactive, and Microsoft…
TechCheckApple Warns of iPhone 14 Shipment Slowdown, Truist Downgrades Tech Sector & GoDaddy CEO Aman Bhutani on Q3 Results 11/7/22
Our anchors begin today’s show with Moor Insights & Strategy CEO Patrick Moorhead discussing Apple warning of a major slowdown in iPhone 14 shipments. Then…
TechCheckA Trio of CEOs on Quarterly Results: Twilio’s Jeff Lawson, Expedia Group’s Peter Kern & Microchip Technology’s Ganesh Moorthy 11/4/22
Our anchors begin today’s show with Wolfe Research Managing Director Darrin Peller breaking down earnings from fintech names Square and PayPal, and Twilio…
TechCheckConfluent CEO Jay Kreps on Earnings, Robinhood Beats Estimates in Q3 & Equinix CEO Charles Meyers on Latest Results 11/3/22
Our anchors begin today’s show with Wells Fargo Chairman of Global Internet Investment Banking Bob Peck sharing his outlook for tech on the heels of…
TechCheckZoomInfo CEO Henry Schuck on Q3 Results, White House Cyber Czar Anne Neuberger on Ransomware & Chegg CEO Dan Rosensweig on Earnings Beat 11/2/22
Our anchors begin today’s show with CNBC’s Kristina Partsinevelos breaking down chipmaker AMD’s latest earnings, and CNBC’s Dom Chu analyzes several key tech…
TechCheckUber Beats the Street in Q3, SoFi CEO Anthony Noto on Results & Previewing AMD’s Upcoming Earnings 11/1/22
Our anchors begin today’s show with Needham analyst Bernie McTernan discussing Uber beating the Street in Q3, and Destination Wealth Management CEO and Founder…
TechCheckOnsemi CEO Hassane El-Khoury on Earnings, Previewing Uber’s Results & Anchorage Digital Announces Partnership with Apollo Global Management 10/31/22
Our anchors begin today’s show with CNBC’s Mike Santoli taking a deep dive into the market setup for the week ahead, and 645 Ventures Co-Founder Nnamdi Okike…
TechCheckElon Musk Takes Over Twitter, Intel CEO Pat Gelsinger on Earnings & Apple’s Results Beat the Street 10/28/22
Our anchors begin today’s show with CNBC’s Steve Kovach breaking down Apple’s latest earnings beat, and our Julia Boorstin joins with insight as Elon Musk…
TechCheckMeta Plunges on Q3 Earnings Miss, Elon Musk Nears Twitter Deal & Previewing Apple’s Upcoming Results 10/27/22
Our anchors begin today’s show with Julia Boorstin and Platformer News Founder Casey Newton taking a deep dive into Meta’s Q3 earnings miss and Elon Musk…
TechCheckMicrosoft and Google Sink on Results, A Deep Dive Into E-Commerce & Mobileye CEO Amnon Shashua on Today’s IPO 10/26/22
Our anchors begin today’s show with RBC analyst Rishi Jaluria and Evercore ISI Head of Internet Research Mark Mahaney weighing in on the latest earnings and…
TechCheckVolatility Rattles Chinese Tech, Meta Releases Quest Pro VR Headset & Venmo Launches on Amazon 10/24/22
Our anchors begin today’s show with Verge Editor-in-Chief Nilay Patel taking a look at what to expect when Alphabet and Microsoft report earnings after the…
TechCheckAltimeter Capital Calls on Meta to Cut Costs, Growth Headwinds for Microsoft & Previewing Apple’s Earnings 10/24/22
Our anchors begin today’s show with Julia Boorstin covering activist investor Altimeter Capital calling on Meta to reduce headcount and limit its investments…
TechCheckSnap Shares Plunge on Q3 Results, Mercedes-AMG Petronas F1 Team Principal Toto Wolff on Motorsport Growth & Flexport Co-CEO Ryan Petersen on Supply Chain Pressures 10/21/22
Our anchors begin today’s show covering Snap’s Q3 revenue miss with Platformer News Founder Casey Newton and Big Technology newsletter author Alex Kantrowitz…
TechCheckIBM’s Earnings Beat the Street, Tesla’s Revenue Misses in Q3 & A Deep Dive into Digital Advertising 10/20/22
Our anchors begin today’s show breaking down IBM’s Q3 earnings with MoffettNathanson Partner Lisa Ellis, and Oppenheimer analyst Colin Rusch shares his take on…
TechCheckNetflix Surges on Q3 Beat, The Bull Case for Enterprise Software & Previewing Tesla’s Earnings 10/19/22
Our anchors begin today’s show with Julia Boorstin and Cowen analyst John Blackledge breaking down Netflix beating the street in Q3, sending shares surging…
TechCheckAdobe CEO Shantanu Narayen on Figma Acquisition, Previewing Netflix’s Q3 Earnings & Apple Unveils New iPad 10/18/22
Our anchors begin today’s show with Adobe CEO Shantanu Narayen offering his outlook for the broader macro environment and the company’s plans to acquire design…
TechCheckLA Clippers Owner Steve Ballmer on New Streaming Service, Netflix Earnings on Deck & Mastercard’s Crypto Trading Program for Banks 10/17/22
Our anchors begin today’s show with CNBC’s Mike Santoli breaking down the morning’s massive rebound for the Nasdaq, and Los Angeles Clippers Owner and Chairman…
TechCheckBanks Kick Off Earnings Season, Apple’s Push to Buy NFL Sunday Ticket & Bernstein Ranks Meta Top Pick 10/14/22
Our anchors begin today’s show with CNBC’s Mike Santoli breaking down the start of earnings season, and Verge Editor-in-Chief offers his take on Apple’s push…
TechCheckTSMC Cuts Capital Expenditures, Breaking Down the Travel Demand Environment & White House Council of Economic Advisors Chair Cecilia Rouse on Inflation 10/13/22
Our anchors begin today’s show with CNBC’s Mike Santoli breaking down the latest CPI data coming in hotter than expected, and Satori Fund Founder Dan Niles…
TechCheckMicrosoft Unveils New Surface Products, The Case for VR in Elder Care & TripActions CEO Ariel Cohen on $300 Million Funding Round 10/12/22
Our anchors begin today’s show with Morgan Stanley Chief Investment Officer Mike Wilson offering his outlook for equities through the rest of 2022, and…
TechCheckNasdaq Falls to Lowest Levels Since July 2020, Meta Launches New VR Headset & PagerDuty CEO Jennifer Tejada on Women in Leadership 10/11/22
Our anchors begin today’s show with CNBC’s Steve Liesman sharing data from the New York Fed showing a sharp decline in one-year inflation expectations, and…
TechCheckFinding Value in Semiconductors, Twitter Locks Out Kanye West for Antisemitic Content & White House Cyber Czar Chris Inglis on Threat Landscape 10/10/22
Our anchors begin today’s show with Bedrock Capital Founder Geoff Lewis sharing his outlook for how to play the current volatility, and Cowen Managing Director…
TechCheckAMD Cuts Revenue Guidance, Tech Plunges on September Jobs Report & Chinese EV Makers Push to Gain Share in Europe 10/7/22
Our anchors begin today’s show with CNBC’s Steve Kovach breaking down chipmaker AMD’s decision to cut revenue guidance for the quarter. Then, Rosenberg…
TechCheckElon Musk Delays Twitter Deposition, What to Expect from Q4 Hardware Sales & Google Pixel 7 Smartphone Launches 10/06/22
ur anchors begin today’s show with Julia Boorstin breaking down the latest drama in Elon Musk’s potential deal to buy Twitter, and Goldman Sachs Managing…
TechCheckTech Gives Back This Week’s Gains, Elon Musk Offers to Buy Twitter & A Deep Dive into Crypto Crime 10/5/22
Our anchors begin today’s show with Bespoke Investment Group Co-Founder Paul Hickey and Crossmark Global Investments CIO Bob Doll weighing in on what to expect…
TechCheckArk Invest CEO Cathie Wood on Inflation, Crypto & Tesla 10/4/22
Our anchors start today’s show with NYU Stern School of Business Professor Aswath Damodaran offering his outlook for valuations at current levels, and CNBC’s…
TechCheckWhat to Expect from Tech in Q4, Mobileye Files for IPO & Kim Kardashian Settles SEC Crypto Charges 10/3/22
Our anchors begin today’s show with CNBC’s Bob Pisani breaking down key themes dominating the market to start Q4. Then, Kindred Ventures Managing Partner Kanyi…
TechCheckNew Texts Released in Elon Musk-Twitter Saga, WisdomTree Unveils Blockchain-Enabled Fund & Sheryl Sandberg’s Last Day at Meta 9/30/22
Our anchors begin today’s show with Mark Asset Management CEO and Managing Partner Morris Mark offering his outlook for mega-caps following a brutal week for…
TechCheckA Deep Dive Into Streaming, Breaking Down Amazon’s Latest Product Releases & ZoomInfo CEO Henry Schuck on Software Demand 9/29/22
Our anchors begin today’s show taking a deep dive into the private markets and IPOs with Battery Ventures General Partner Dharmesh Thakker, and CNBC’s Frank…
TechCheckApple Pulls Back iPhone 14 Production Increase, The Bull Case for Google Cloud & Netflix Surges on Atlantic Equities 9/28/22
Our anchors begin today’s show with Plexo Capital Founding Managing Partner Lo Toney and CNBC’s Steve Kovach covering reports that Apple will be pulling back…
TechCheckFinding Discounted Stocks Worth Watching, Recent IPOs Suffer in 2022 & FTX to Buy Voyager Digital 9/27/22
Our anchors begin today’s show with Cambria Investment Management Founder and CIO Meb Faber sharing his outlook for a potential recession, and CNBC’s Dom Chu…
TechCheckNasdaq Hovers Around June Lows, CrowdStrike CEO George Kurtz on Cybersecurity Outlook & Weighing Risks for a Potential Recession 9/26/22
Our anchors begin today’s show with CNBC’s Mike Santoli analyzing the Nasdaq hovering around its June lows, and CNBC’s Steve Kovach explains how some of the…
TechCheckTechCheck+ Celebrity Chef Tom Colicchio and Flavrs CEO Alejandro Oropeza 9/25/22
CNBC’s Julia Boorstin is joined by celebrity chef Tom Colicchio and Flavrs CEO Alejandro Oropeza to discuss the launch of a new social media app, Flavrs, being…
TechCheckTechCheck+ 'She-Hulk' Showrunner Jessica Gao 9/24/22
On the latest episode of “Binge,” CNBC's Carl Quintanilla speaks to Jessica Gao, showrunner and executive producer of Marvel’s ‘She-Hulk: Attorney At Law’ on…
TechCheckNasdaq Slides on Economic Uncertainty, Tech Goes Big on Cost Cutting & Breaking Down Opendoor’s Home-Flipping Losses 9/23/22
Our anchors begin today’s show with CNBC’s Mike Santoli breaking down major tech names dragging lower amid the morning’s volatility, and Big Technology…
TechCheckTech Reacts to Fed Rate Hikes, Meta Looks to Cut Costs & Qualcomm CEO Cristiano Amon on Automotive Business 9/22/22
Our anchors begin today’s show with NorthmanTrader Founder Sven Henrich breaking down the impact of the Fed’s latest rate hike, and MoffettNathanson analyst…
TechCheckBank CEOs Testify Before Congress, President Biden Addresses United Nations & New York Attorney General Letitia James Announces Lawsuit Against Former President Trump 9/21/22
We spend today’s show covering the testimony of several banking leaders before the House Financial Services Committee, including JPMorgan Chase CEO Jamie…
TechCheckDoorDash CEO Tony Xu on Inflation, Volatility Weighs on Software Stocks & Nvidia Announces New Products 9/20/22
Our anchors begin today’s show with Satori Fund Founder Dan Niles offering his predictions for how the market could respond to this week’s Fed meeting. Then…
TechCheckA Look at Tech Consolidation, Oppenheimer Upgrades Netflix & Appian CEO Matt Calkins on Investing in Growth Opportunities 9/19/22
Our anchors begin today’s show with CNBC’s Jim Cramer sharing his outlook for Meta, Netflix and investor concerns as the Street braces for another rate hike…
TechCheckUber Reports Cybersecurity Incident, California Files Antitrust Lawsuit Against Amazon & FTX CEO Sam Bankman-Fried’s Growing Crypto Empire 9/16/22
Our anchors begin today’s show with New Street Advisors Group Founder and CEO Delano Saporu offering his outlook for softening demand across tech, and CNBC’s…
TechCheckAdobe Announces Plans to Acquire Figma, EDX CEO Jamil Nazarali on Crypto Exchange Launch & Breaking Down the NFL’s Streaming Push 9/15/22
Our anchors begin today’s show with Plexo Capital Founding Managing Partner Lo Toney offers his insight on Adobe’s plans to acquire design platform Figma, and…
TechCheckWhat to Expect from Yesterday’s Record Losses, Airbnb CEO Brian Chesky on Travel Demand & Reviewing the iPhone 14 9/14/22
Our anchors begin today’s show with CNBC’s Mike Santoli and Wall Street Journal reporter Gunjan Banerji taking a look at the markets on the heels of…