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
TechCheckTech’s Continued Sell-Off, Increased Gaming Interest Across Social Media & Sexism Allegations Against SpaceX
Our anchors begin today’s show joined by CNBC’s Dom Chu, who covers the recent tech sell-off with the Nasdaq on track for its third consecutive negative week…
TechCheckTSMC’s Record Q4 Profits, Checkout.com’s $1 Billion Series D Round & Chegg CEO Dan Rosensweig on the Future of EdTech
Our anchors start today’s show covering chipmaker TSMC’s Q4 results, with insight and top sector picks from Cambiar Investors Investment Principal Joseph Chin…
TechCheckApple’s Reported MLB Streaming Talks, Redwood Materials CEO JB Straubel on EV Batteries & Bitcoin Leverage Hits a Record High
Our anchors start today’s show with software valuations amid a series of calls on growth stocks, joined by GGV Capital Managing Partner Jeff Richards. Then…
TechCheckKey Factors Weighing on Tech Stocks, Fed Chair Jerome Powell’s Confirmation Hearing & GameStop’s NFT Marketplace Plans
Our anchors begin today’s show taking a look at inflation, rising rates and comments from the Fed currently weighing on tech stocks, with insight from…
TechCheckTech Opportunities Amid the Nasdaq’s Sell-Off, Take-Two Interactive’s Plans to Acquire Zynga & Merck CEO Robert Davis on Covid Treatments
Our anchors begin today’s show looking at the Nasdaq’s sell-off, with insight on the sector from CNBC’s Mike Santoli. Next, Plexo Capital Managing Partner Lo…
TechCheckTech Stocks Slide to Start 2022, Goldman Sachs’ Top Software Picks for the Year Ahead & New York Times CEO Meredith Kopit Levien on Plans to Acquire The Athletic
Our anchors begin today’s show looking at the Nasdaq on track for its worst week since November, with insight on the downturn from Pacaso and Zillow Co-Founder…
TechCheckTech’s Big Tumble, Exclusive Interview with Logitech CEO Bracken Darrell & Fed Tightening Hits Fintech and Cloud Stocks
Our anchors begin today’s show covering the tech sell-off with Satori Fund Founder Dan Niles, who also shares his top picks for 2022. Then, CNBC’s Eamon Javers…
TechCheckQualcomm CEO Cristiano Amon on Expansion Into Autos, Exclusive Interview with Amazon SVP of Devices and Services Dave Limp & HP CEO Enrique Lores on Newly Announced Products
Our anchors begin today’s show looking at negative tech sentiment with CNBC’s Mike Santoli after UBS downgraded the entire sector to neutral. Then, Qualcomm…
TechCheckElizabeth Holmes’ Partially Guilty Verdict, Exclusive Interview with AMD CEO Lisa Su & A Final Send-off for Blackberry Phones
Our anchors begin today’s show with CNBC’s Yasmin Khorram recapping the partially guilty verdict in the trial of Elizabeth Holmes. Next, Byron Deeter of…
TechCheckTech Outlook for 2022, Tesla’s Record Deliveries & Slow Ventures’ Sam Lessin on Crypto and Web3
Our anchors start off today’s show with the latest bullish chip calls. Then, New Street Advisors Founder and CEO Delano Saporu joins to share his outlook for…
TechCheckThe Tale of Tech in 2021, A Look at Top Semi Stocks For the Year Ahead & Heliogen’s Public Debut Via SPAC
Our anchors begin the last show of 2021 taking a look at the wild ride for tech stocks this past year. Then, we focus on Disney, one of the year’s worst…
TechCheckWall Street’s Favorite Mega-Caps, Quick Commerce Companies Promising 15-Minute Deliveries & VanEck Associates CEO Jan van Eck on Bitcoin and ETFs in 2022
Our anchors begin today’s show with CNBC’s Josh Lipton taking a look at Apple, Microsoft and Nvidia, three of Wall Street’s favorite mega-caps. Then, guest…
TechCheckFintech’s Recent Fall, Evercore’s Top Five Product Catalysts of 2022 & Tech’s Favorite Tax Loophole
Our anchors begin today’s show highlighting the underperformance of fintech, with insight from Mizuho Managing Director Dan Dolev on opportunities within the…
TechCheckApple Closes NYC Stores Amid Covid Surge, Mizuho Securities Analyst Vijay Rakesh on Chipmakers to Watch in 2022 & Automattic CEO Matt Mullenweg on the Internet’s Future
Our anchors begin today’s show with Apple closing its New York City stores due to omicron concerns as the stock once again inches towards a $3 trillion market…
TechCheckS&P Reaches a Record High, Truist’s Top Internet Picks for 2022 & Why Bitcoin is Worse Than a Ponzi Scheme
Our anchors begin today’s show with insight from CNBC’s Mike Santoli on the S&P hitting a record high and stocks having the greatest impact on the index this…
TechCheckThe Satori Fund’s Dan Niles Talks Tech Picks, Trivago CEO Axel Hefer on Holiday Travel Trends & Exclusive Interview with Dwayne Johnson
Our anchors begin today’s show looking at the S&P hovering within 1% of all-time highs, with tech outperforming all other sectors on the week. Next, Dan Niles…
TechCheckWhat is a Tech Stock?, High-Profile Names Set to Miss CES & Triller CEO Mahi de Silva’s Plans to Go Public
Our anchors kick off today’s show with a trio of bullish calls on Amazon. Then, Credit Suisse Chief Equity Strategist and Head of Quantitative Research…
TechCheckQuarterly Results from Micron and Braze, Exclusive Highlights from Bob Iger’s Exit Interview & Building the Metaverse
Our anchors begin today’s show on semiconductor maker Micron’s quarterly results, with insight from Cowen’s Karl Ackerman. Then, CNBC’s Mike Santoli joins to…
TechCheckOracle to Acquire Medical Records Company Cerner, LinkedIn Co-Founder Reid Hoffman on the Metaverse & Citi’s Tyler Radke on Software Sector Winners
Our anchors begin the show analyzing today’s sell-off with CNBC’s Mike Santoli before discussing Oracle’s largest-ever acquisition of medical records company…
TechCheckBank of America’s Top Picks, Investing in Cloud & Peloton’s Ride Lower
Our anchors are joined by guest anchor The Verge’s Editor-in-Chief Nilay Patel this Friday morning. They start off today’s show with a check on the markets…
TechCheckIs the Crash Already Here?, Sony Pictures CEO Ahead of New Spider-Man Release & Founders Fund’s Keith Rabois on the Future of Fintech
Our anchors start off the morning with shares of Adobe plummeting on weak guidance. Then, we are joined by Craft Ventures Co-Founder David Sacks, who says the…
TechCheckBullish Sentiment on Semis, UBS’ Top Internet Picks & Samsara CEO on IPO Day
Our anchors start of the morning with a bunch of bullish street calls on semis. Then, UBS Analyst Lloyd Walmsley joins to talk about his top picks in the…
TechCheckBank of America Calls Apple a Buy, TeraWulf CEO on Nasdaq Debut & Exclusive Interview with Vox Media CEO and Group Nine CEO on Merger Agreement
Our anchors are joined by guest anchor Plexo Capital’s Lo Toney this morning. They start off today’s show with Bank of America Analyst Wamsi Mohan who upgraded…
TechCheckCowen Calls Amazon its Top Mega Cap Pick for 2022, ServiceNow and EY Announce New Strategic Partnership & Exclusive Interview with Adobe CEO Shantanu Narayen
Our anchors kick off this Monday morning on Apple as the tech giant approaches a $3 trillion market cap. Next, we bring in Cowen Analyst John Blackledge who…
TechCheckOracle Shares Surge to All-Time High, Peloton Gets a Downgrade & Elon Musk Sells Nearly $1 Billion in Tesla Stock
Our anchors begin today’s show looking at Oracle shares surging to an all-time high on strong quarterly results. Then, we bring in Mizuho Securities Analyst…
TechCheckApple Approaches $3 Trillion Market Cap, HashiCorp CEO on Nasdaq Debut & Databricks CEO on Launching Venture Fund
Our anchors kick off today’s show with Bernstein Research Analyst Toni Sacconaghi on all things Apple as the company approaches a $3 trillion market cap. Then…
TechCheckThe Electric Vehicle Trade, Roku and Google Strike a Deal & PagerDuty CEO on the Quarter
Our anchors start off today’s show on Apple as the stock hits yet another all-time high. Then, Morgan Stanley Head of Global Auto and Shared Mobility Research…
TechCheckMobileye CEO on Plans to Go Public, Elon Musk Slams Government Spending Plan & Stellantis CEO Talks New Tech
Our anchors kick off the morning with news that Intel is taking its self-driving car unit Mobileye public by mid-2022. Then, Mobileye CEO Amnon Shashua joins…
TechCheckBullish on Rivian, Buzzfeed’s Volatile Market Debut & Reddit Co-Founder Alexis Ohanian Talks Expansion of Invisible Universe
Our anchors begin today’s show looking at tech stocks lagging again to start the week, with insight from Credit Suisse Chief U.S. Equity Strategist Jonathan…
TechCheckSoftware vs. Semis Amid the Sell-Off, FTC Sues to Block Nvidia’s Arm Acquisition & Marvell Technology CEO Matt Murphy on the Quarter
Our anchors kick off this Friday morning on semis vs. software amid the sell-off in the Nasdaq. Then, we focus on the FTC’s lawsuit to block Nvidia’s…
TechCheckApple Shares Fall on Report of Weaker iPhone 13 Demand, Exclusive Interview with Snowflake CEO Frank Slootman & Square Announces Name Change
Our anchors kick off today’s show with CNBC’s Mike Santoli covering the slump we’re seeing in software stocks and what’s driving the broader tech market. Then…
TechCheckSalesforce in the Red Post-Earnings, Box CEO on the Quarter & Exclusive Interview with Amazon Web Services CEO Adam Selipsky
Our anchors start off today’s show with weak guidance sending shares of Salesforce lower this morning. Then, CNBC’s Mike Santoli is here to cover software…
TechCheckTracking Today’s Losses, Federal Reserve Chair Jerome Powell’s Comments Hit Equities & Let’s Talk Taper
Our anchors kick of the morning with CNBC’s Mike Santoli as the market begins dropping after a short-lived rally yesterday. Then, Wells Fargo Chairman of…
TechCheckJack Dorsey to Step Down as Twitter CEO, Flexport CEO on the Supply Chain & Nextdoor CEO Talks Company Growth
Our anchors kick off the morning with news that Jack Dorsey will be stepping down as the CEO of Twitter. Then, Platformer Editor Casey Newton and Plexo…
TechCheckTracking Today’s Sell-Off, Work-From-Home Winners & Sezzle CEO Talks Buy Now, Pay Later
Our anchors kick off this Friday morning with CNBC’s Meg Tirrell with the details on the new COVID-19 variant. Then, CNBC’s Mike Santoli is here to discuss…
TechCheckCathie Wood’s Latest Strategy, Underweight on Robinhood & Betting Against Innovation
Our anchors kick off today’s show with Cathie Wood’s latest strategy that she says is like “Ark on steroids.” Then, Bespoke Investment Group Co-Founder Paul…
TechCheckZoom Plummets Post-Earnings, “The Tesla-Financial Complex” & Shipt CEO on the Holiday Season
Our anchors start off today’s show with Zoom’s stock plummeting following its latest earnings report. Then, Citi Software Analyst Tyler Radke joins for more on…
TechCheckGoldman Sachs Calls Amazon a Top Pick, Roku Gets Downgraded to Sell & What’s Next for Activision Blizzard?
Our anchors kick off today’s show with CNBC’s Mike Santoli on the connection between interest rates, inflation and the valuation of tech stocks. Then, we have…
TechCheckApple at All-Time Highs, Intuit CEO on the Quarter & Betting on Bitcoin ETFs
Our anchors kick off this Friday morning with news that Chamath Palihapitiya sold 15% of his stake in fintech company Sofi in addition to issuing caution to…
TechCheckNvidia Pops on Strong Earnings, Sonos CEO on the Quarter & Activision Blizzard Taking the Heat
CNBC’s Jim Cramer joins our anchors to kick off this morning’s show covering Nvidia and Alibaba post-earnings and UBS naming Square a top pick. Then, CNBC’s…
TechCheckJim Cramer Talks E-Commerce and EVs, Staples Center to be Renamed Crypto.com Arena & Live from CNBC’s Tech Executive Council Summit
Our anchors start off the morning with CNBC’s Jim Cramer to talk tech e-commerce, electric vehicles and chips. Then, Bessemer Venture Partners’ Byron Deeter…
TechCheckBitcoin’s Tumble, Tesla Bull Turns Bearish & Qualcomm CEO on Investor Day
Our anchors start off the morning with today’s sell-off in crypto and comments from Twitter CFO Ned Segal that it doesn’t make sense for the company to put…
TechCheckCNBC’s Jim Cramer Makes His TechCheck Debut, Bill.com CEO Talks Growth Trajectory & Into the Icelandverse
Our anchors kick off this morning with CNBC’s Jim Cramer on his top stock picks in the electric vehicle and semiconductor sectors. Then, Bill.com Founder and…
TechCheckBullish Options Run Wild, Nvidia Gets a Downgrade & Mark Zuckerberg’s Hail Mary Play
Our anchors start off the morning with a discussion on what Big Tech break-ups would look like after this week’s break-up announcements from General Electric…
TechCheckBumble CEO Talks Optimistic Outlook, Affirm CEO on the Quarter & Weave CEO on Public Debut
Our anchors kick off the morning with CNBC’s Julia Boorstin on Disney’s earnings results sending the stock lower this morning. Then, CNBC’s Phil LeBeau joins…
TechCheckRivian’s Highly Anticipated Public Debut, Unity Software CEO on Earnings & FuboTV CEO on Third Quarter Results
Our anchors break down DoorDash and Coinbase’s earnings results to start off the morning. Then, CNBC’s Phil LeBeau joins to cover Rivian ahead of its highly…
TechCheckRoblox Surges Post-Earnings, Checking in on Chips & Why to Be Bullish on Three Hard-to-Love Stocks
Our anchors start off today with the massive move to the upside in Roblox’s stock post-earnings. Then, CNBC’s Kate Rooney joins to cover the story on…
TechCheckElon Musk’s Tesla Twitter Poll, Confluent CEO on the Quarter & Substack CEO Talks Social Media
Our anchors kick off the morning with some of this year’s tech winners and losers. Then, CNBC’s Robert Frank joins to cover Elon Musk, Tesla, taxes and a…
TechCheckPeloton Plummets Post-Earnings, Dropbox CEO Drew Houston on the Quarter & Microchip Technology CEO on Record Results
Our anchors kick off this Friday morning with all the earnings movers: Peloton, Airbnb, Square, Pinterest and Uber. We also hear from Airbnb CEO Brian Chesky…
TechCheckSatori Fund’s Dan Niles Says Apple is the Most Overpriced Tech Stock, Ford CFO on Electric Vehicle Ambitions & Bird CEO on Public Debut
Our anchors start off today with Qualcomm’s strong quarter and Roku’s disappointing results. Then, Satori Fund Founder Dan Niles joins to share why he thinks…
TechCheckAre Stocks Too Hot?, Post-Lyft and Pre-Uber Earnings & Into the Metaverse
Our anchors start off the show with CNBC’s Mike Santoli taking a look at whether stocks are too hot right now. Then, NYU Stern School of Business Professor…
TechCheckToday’s Tesla Pullback, Circle CEO on Stablecoin Regulation & On Semiconductor on the Quarter
Our anchors start off the morning with CNBC’s Phil LeBeau on Tesla with the stock in the red today after Musk tweeted the company’s deal with Hertz has yet to…
TechCheckMorgan Stanley Names Spotify a Top Pick, From Facebook to Meta & CEO of Coinbase Competitor Kraken
Our anchors start off the morning with CNBC’s Dom Chu on some key themes to watch one month into Q4. Then, Morgan Stanley Analyst Benjamin Swinburne joins on…
TechCheckAmazon and Apple Post Disappointing Earnings, Facebook’s Meta-Morphosis & October’s Tech Movers
Our anchors start off the show with Apple and Amazon in the red after posting disappointing earnings largely due to supply chain issues. Then, CNBC’s Josh…
TechCheckExclusive with Intel CEO Pat Gelsinger, GlobalFoundries CEO on Market Debut & Awaiting Apple Earnings
Our anchors start off the morning with CNBC’s Mike Santoli on mega-cap tech versus growth stocks. We also cover high-growth tech taking a step back with names…
TechCheckBreaking Down Microsoft and Alphabet Earnings, Robinhood’s Lackluster Quarter & Informatica CEO on IPO Day
Our anchors start off today’s show with Microsoft and Alphabet’s strong quarters reported after the bell yesterday. Then, Morgan Stanley Analyst Keith Weiss…
TechCheckFacebook Post-Earnings, Tesla Hits $1 Trillion & Exclusive Interview with Adobe CEO Shantanu Narayen
Our anchors start off the morning with CNBC’s Julia Boorstin to talk Facebook after the company reported its earnings results last night. Then, CNBC’s Mike…
TechCheckBig Tech on Deck, Facebook Facing Headwinds & Unpacking Amazon
Our anchors start off this busy week of tech earnings with the details on Snap feeling the impact of Apple’s privacy changes in its latest earnings report…
TechCheckSocial Media Stocks Stumble, Intel CEO on the Quarter & Robinhood’s Gamification of Stocks
Our anchors start off this Friday morning with Snap stumbling post-earnings in large part due the impact of Apple’s new privacy changes on the company. We also…
TechCheckPayPal’s Pinterest Interest, WeWork Makes its Market Debut & Big Tech’s Geopolitical Pull
Our anchors kick off today’s show with the details on PayPal exploring an acquisition of Pinterest. Then, CNBC’s Phil LeBeau covers Tesla’s earnings beat…