CNBC

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.

Author

CNBC

Category

Technology

Podcast website

www.cnbc.com

Latest episode

Jul 9, 2026

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Episodes

Alphabet Plunges on AI Chatbot Rollout, Uber’s Earnings Beat the Street & Khosla Ventures Founder Vinod Khosla on Artificial Intelligence 2/8/23 08.02.2023

Our anchors begin today’s show looking at Alphabet shares sliding on the company’s AI chatbot rollout, with analysis from Verge Editor-in-Chief Nilay Patel and Evercore ISI Head of Internet Research Mark Mahaney. Then, our Julia Boorstin previews Disney’s earnings after the bell, and CNBC’s Eamon Javers reports on legal fees stemming from the collapse of FTX. Next, Goldman Sachs Asset Management P...

TechCheck+ Microsoft CEO Satya Nadella 2/7/23 07.02.2023

CNBC’s Jon Fortt sits down with Microsoft CEO Satya Nadella to discuss its new AI-powered updates to its Bing search engine, Edge browser and more.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big Tech Doubles Down on AI, Arm CEO Rene Haas on Chip Sector & Predictions for the Future of Television 02/07/23 07.02.2023

Our anchors begin today’s show with CNBC’s Kate Rooney and Jennifer Elias covering the uptick in competition over AI chatbots, and Zillow Co-Founder and former CEO Spencer Rascoff discusses venture capital’s push into artificial intelligence. Then, chip designer Arm CEO Rene Haas offers his outlook for the broader semiconductor space, and our Julia Boorstin recaps Pinterest’s latest earnings. Next...

Onsemi CEO Hassane El-Khoury on Earnings, BMO CEO Darryl White on Fintech & Bill CEO René Lacerte on Q4 Results 2/6/23 06.02.2023

Our anchors begin today’s show with Macquarie Head of Technology Research Americas Sarah Hindlian-Bowler offering her outlook for the rest of Q1, and our Julia Boorstin previews Pinterest’s earnings after the bell. Then, Onsemi CEO Hassane El-Khoury discusses the chipmaker’s latest results, and CNBC’s Eamon Javers reports on criminals using messaging platforms to commit check fraud. Next, UBS anal...

TechCheck+ HBO's 'The Last of Us' Showrunner Craig Mazin 2/3/23 03.02.2023

CNBC’s Carl Quintanilla sits down with ‘The Last of Us' Craig Mazin – the showrunner, co-creator, executive producer, writer, and director behind the HBO hit-series. The two discuss the challenges of adapting a beloved video game into a primetime TV show and how Mazin's experience building HBO's Emmy-award winning ‘Chernobyl’ and passion for the game itself sparked a partnership with co-creator Ne...

Alphabet and Amazon Disappoint in Q4, Breaking Down Apple’s Earnings & Microchip Technology CEO Ganesh Moorthy on Results 2/3/23 03.02.2023

Our anchors begin today’s show discussing disappointing Q4 results from Alphabet and Amazon, with insight from Cowen Managing Director John Blackledge. Then, our Julia Boorstin discusses what these big tech earnings mean for digital advertising revenue, and we take a deep dive into Apple’s quarter with CNBC’s Steve Kovach and Bank of America analyst Wamsi Mohan. Next, CNBC’s Robert Frank reports o...

Meta Surges on Q4 Results, TikTok Fights Back Against Regulatory Scrutiny & Hologic CEO Stephen MacMillan on Earnings 2/2/23 02.02.2023

We begin today’s show discussing Meta’s latest earnings sending shares surging, with insight from our Julia Boorstin and Bernstein analyst Mark Shmulik. Then, Barclays Head of U.S. Equities Venu Krishna to discuss the Fed’s latest rate hike, and we preview Apple’s results after the bell with CNBC’s Steve Kovach and Cowen Managing Director Krish Sankar. Later, our Julia Boorstin returns for a look...

Snap’s Q4 Sends Shares Skidding, Juniper Networks CEO Rami Rahim on Earnings & Match Group CFO Gary Swidler on Results 2/1/23 01.02.2023

We begin today’s show with our Julia Boorstin breaking down Snap’s Q4 results, and Goldman Sachs Managing Director Eric Sheridan shares his expectations for this week’s earnings from Meta and Amazon. Then, Juniper Networks CEO Rami Rahim joins after the company posted a miss on Q4 revenue, and BMO Wealth Management Chief Investment Strategist Yung-Yu Ma offers his outlook for how to navigate the c...

Spotify CFO Paul Vogel on Earnings, U.S. Weighs More China Export Restrictions & The Bear Case for Paramount 01/31/23 31.01.2023

Our anchors begin today’s show with CNBC’s Dom Chu breaking down a barrage of earnings moving markets to start the morning, and Spotify CFO Paul Vogel discusses the music streamer’s fourth quarter. Then, CNBC’s Kayla Tausche reports on the U.S. weighing more China export restrictions, and CNBC’s Kristina Partsinevelos previews chipmaker AMD’s results after the bell. Next, Macquarie analyst Tim Nol...

SoFi CEO Anthony Noto on Q4 Results, Tesla Surges to Start 2023 & Playing the Digital Ad Space 1/30/23 30.01.2023

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 week, and CNBC’s Seema Mody discusses China tech stocks surging to start 2023. Then, SoFi CEO Anthony Noto joins after the personal finance firm delivered a beat in Q4, and our Julia Boorstin covers TikTok’s CEO testifying before the House En...

Intel CEO Pat Gelsinger on Q4 Earnings Miss, Salesforce to Add New Board Members & Previewing Meta’s Results 1/27/23 27.01.2023

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 Stacy Rasgon offers his perspective on Intel’s quarter, and KKM Financial CEO Jeff Kilburg shares his outlook for Tesla. Later, our team covers Salesforce confirming plans to add three new board members, and RBC Managing Director Brad Erickson...

TechCheck+ Gecko Robotics CEO on AI, robotics & renewable energy 1/26/23 26.01.2023

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 intersection of robotics and renewable energy. They discuss how energy reliability and resiliency will be a critical front line in the future of warfare - particularly given how the war in Ukraine has exposed the vulnerability of public infra...

Tesla Surges on Q4 Results, JetBlue CEO Robin Hayes on Earnings & Meta to Reinstate Former President Trump’s Facebook Account 1/26/23 26.01.2023

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 deep dive into Tesla’s latest results. Then, our Julia Boorstin breaks down Comcast’s fourth quarter, and JetBlue CEO Robin Hayes joins for a conversation on the airline’s earnings. Next, we analyze the state of M&A with CNBC’s Frank Holland a...

Microsoft Delivers Mixed Earnings, Department of Justice Files Lawsuit Against Google & Silicon Valley Bank CEO Greg Becker on Venture Capital 1/25/23 25.01.2023

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 Santoli looks at Microsoft’s impact on the markets, and Trivariate Research Founder Adam Parker offers guidance on how to play the tech sector. Next, our Julia Boorstin reports on the Department of Justice filing an antitrust lawsuit against Goo...

TechCheck+ Plaid CEO Zach Perret on his 2023 fintech predictions 1/24/23 24.01.2023

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 predictions for the year ahead. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Microsoft Reports Earnings After the Bell, Amazon Unveils New Prescription Drug Perk & Plaid CEO Zach Perret on Fintech Outlook 01/24/23 24.01.2023

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. Then, Mizuho Managing Director Dan Dolev outlines his bear case for Coinbase, and our Julia Boorstin reports on Verizon’s latest quarterly results. Next, Guggenheim Securities Senior Managing Director Eric Mandl offers his outlook for tech M&A,...

Spotify Announces Layoffs, Playing the China Tech Rally & Big Banks Plan New Payment Wallet 1/23/23 23.01.2023

Our anchors begin today’s show with CNBC’s Frank Holland and Deutsche Bank analyst Brad Zelnick covering activist investor Elliott Management reportedly taking a multibillion-dollar stake in Salesforce. Then, our Julia Boorstin breaks down newly announced layoffs from Spotify, and Credit Suisse Head of U.S. Equity Strategy and Quantitative Research Jonathan Golub offers his predictions for tech EP...

Alphabet Announces Layoffs, Netflix Surges on Q4 Subscriber Adds & President Biden’s Tech Scorecard 1/20/23 20.01.2023

Our anchors begin today’s show with Big Technology newsletter author Alex Kantrowitz discussing Alphabet laying off 12,000 employees. Then, we break down Netflix’s Q4 earnings with our Julia Boorstin and Bank of America Managing Director Jessica Reif Ehrlich. Next, CNBC’s Kayla Tausche looks at tech regulations as we mark the halfway point of President Biden’s first term, and New Street Advisors G...

TechCheck+ Cybersecurity Tech with Walmart's Chief Information Security Officer 1/19/23 19.01.2023

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 for cybersecurity during the company’s Global Media Tech event. As the retail giant moves into new lines of business including an online marketplace with more than 100,000 third party sellers and creating an in house Buy Now Pay Later produc...

Big Tech Earnings Season Gets Started, Breyer Capital CEO Jim Breyer on Meta & Crypto Lender Genesis Prepares to File for Bankruptcy 01/19/23 19.01.2023

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 Internet Research Mark Mahaney preview Netflix’s Q4 results after the bell, and Breyer Capital Founder and CEO Jim Breyer shares his expectations for Meta and TikTok. Next, CNBC’s Robert Frank looks at whether Elon Musk could be facing headaches o...

Microsoft Announces Layoffs, Mastercard CEO Michael Miebach on Consumer Demand & Walmart Ups Investment in Tech 1/18/23 18.01.2023

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 to acquire Activision-Blizzard. Then, Mastercard CEO Michael Miebach offers his outlook for consumer demand, inflation and the reopening of China, and our Julia Boorstin takes a deep dive into media stocks with Netflix reporting earnings to...

TechCheck+ The Future of Biotech Innovation and Investment 1/17/23 17.01.2023

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 firms dedicated to oncology therapeutics. The two discuss biotech innovation and investment in the space going into 2023, progress in areas such as obesity and Alzheimer’s, and the current regulatory environment for the industry. Hosted by Simp...

Citi CEO Jane Fraser on Economic Outlook, Splunk CEO Gary Steele on Cybersecurity & Guggenheim Downgrades Microsoft to Sell 1/17/23 17.01.2023

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 annual meeting in Davos, Switzerland. Then, Requisite Capital Management Managing Partner Bryn Talkington shares her top tech mega-cap picks, and our Julia Boorstin reports on Disney firing back at activist investor Nelson Peltz. Next, Wells Farg...

What Q4 Bank Earnings Mean for Tech, Retail Investors Return to Meme Stocks & Apple CEO Tim Cook Takes 40% Pay Cut 1/13/23 13.01.2023

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 Reserve remittances. Then, New York Magazine Editor-At-Large and “Pivot” podcast host Kara Swisher joins with her thoughts on a trio of CEOs: Disney’s Bob Iger, Microsoft’s Satya Nadella, and Tesla’s Elon Musk. Next, former Uber Chief Busines...

Nelson Peltz Launches Proxy Fight with Disney, December CPI Data Shows Inflation Easing & Box CEO Aaron Levie on Software Outlook 1/12/23 12.01.2023

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 against Disney. Then, OptionsPlay Chief Strategist Tony Zhang analyzes the impact of this morning’s CPI data on mega-cap tech, and CNBC’s Melissa Repko reports on Walmart’s new partnership with Salesforce. Next, CNBC’s Kristina Partsinevelos...

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