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.
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Episodes
Barclays Cuts Estimates on Apple, Digital Advertising Trends to Watch in 2023 & Gauging a Potential Tech Stock Recovery 1/11/23 11.01.2023 43:41
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 Salesforce, Intel and Disney. Then, Barclays analyst Tim Long joins after cutting his estimates and price target on Apple, and Cowen Managing Director John Blackledge shares his outlook for digital advertising in the year ahead. Next, our J...
TechCheck+ Pay Equity with 'Girls Who Code' founder Reshma Saujani 10.01.2023 18:05
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 released 2023 list of 100 “most just” companies. Among the key issues identified in the U.S. across industries, paying a fair living wage remains the top-most prioritized issue for Americans for the third consecutive year. The trio will also di...
Medtronic CEO Geoffrey Martha on Biotech Developments, Coinbase Announces Layoffs & Novartis CEO Vasant Narasimhan Shares Health Care Outlook 1/10/23 10.01.2023 43:40
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 Damodaran. Then, Medtronic CEO Geoffrey Martha discusses biotech advancements in 2023, and our Julia Boorstin explores potential catalysts for the media sector. Next, we cover crypto exchange Coinbase cutting 20% of its workforce with CNBC’s K...
China Tech Rallies to Start 2023, What’s to Expect from IPOs This Year & WWE Explores a Sale 1/9/23 09.01.2023 43:26
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 Liesman shares data from the New York Fed showing a decline in inflation expectations, and UBS Global Wealth Management Equity Strategist David Lefkowitz shares his outlook on whether to invest in tech. Next, KraneShares CIO Brendan Ahern disc...
TechCheck+ Magic Leap CEO Peggy Johnson from CES on the AR revolution 1/6/23 06.01.2023 13:29
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 Vegas, where the high-tech AR headset developer has a presence for the first time. Johnson discusses the announcement around certification of its flagship device, Magic Leap 2, now cleared for use in the operating room and clinical settings. T...
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 06.01.2023 43:24
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 her thoughts on what to expect in the year ahead. Then, Needham analyst Bernie McTernan joins after naming Uber his top large-cap internet pick for 2023, and Amazon SVP of Devices & Services discusses the company’s latest slate of automotive t...
TechCheck+ Roku CEO Anthony Wood live from CES 05.01.2023 4:34
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 headwinds, and outlook on consumer demands. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
A Trio of CEOs Join from CES: AMD’s Lisa Su, CrowdStrike’s George Kurtz & Qualcomm’s Cristiano Amon 01/05/23 05.01.2023 44:22
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 from the Consumer Electronics Show in Las Vegas discussing on recession concerns at the conference, and AMD CEO Dr. Lisa Su joins with her outlook for the chip space. Next, CNBC’s Kristina Partsinevelos breaks down reports that Dell could be...
Breaking Down Meta’s Resurgence, Stellantis Raises Investment in Electric Aircraft & Shopify Pushes into Digital Advertising 1/4/23 04.01.2023 43:12
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 LeBeau sits down with automaker Stellantis CEO Carlos Tavares and Archer Aviation CEO Adam Goldstein for a conversation on the electric aircraft industry. Next, CNBC’s Steve Kovach takes a deep dive into share buybacks at Apple, and Bespoke Inv...
Tesla Misses Year-End Delivery Estimates, Software Stocks to Watch in 2023 & Higher Lithium Prices Raise Cost of EVs 01/03/23 03.01.2023 44:14
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 deliveries. Then, we dive into what to expect from tech stocks in 2023 with CNBC’s Mike Santoli and BMO Wealth Management Chief Investment Strategist Yung-Yu Ma, and our Julia Boorstin reports on potential social media regulations in the year ahead....
The Case for Tech in 2023 & Hardware Predictions for Next Year 12/30/22 30.12.2022 43:33
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 shares his top picks for the year ahead. Later, Wall Street Journal Senior Personal Technology Columnist Joanna Stern offers some predictions for new hardware that could be released in the near future, and former federal prosecutor Renato Mariott...
The Bull Case for Netflix, What to Expect from the Metaverse in 2023 & Top Fintech Picks for Next Year 12/29/22 29.12.2022 42:57
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. Then, CNBC’s Steve Kovach covers what to expect from the metaverse next year, and Former Ford CEO Mark Fields discusses the broader market for electric vehicle sales. Next, we take a deep dive into the fintech space with CNBC’s Hugh Son and D....
Finding Value in China Tech, Looking Ahead to Apple’s 2023 & Motive CEO Shoaib Makani on Supply Chain Woes 12/28/22 28.12.2022 43:16
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 Cowen Managing Director Krish Sankar offer their outlook for Apple in 2023, and CNBC’s Kristina Partsinevelos breaks down some of the top movers on the Nasdaq. Next, CNBC’s Bob Pisani joins for a conversation on the broader IPO market, and C...
Tesla Takes a Tumble, Big Tech vs. the Regulators & China Tech Stocks Bounce 12/27/22 27.12.2022 43:37
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 where he’s finding opportunity in today’s tech market. Next, we cover new Big Tech regulation on the horizon with CNBC Contributor and “Big Technology” Founder Alex Kantrowitz. Also, we break down the holiday demand picture, looking at e-co...
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 23.12.2022 42:32
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 speak to Oppenheimer Analyst Timothy Horan who named Microsoft a top pick heading into the new year. Then, CNBC’s Kate Rooney joins with the latest details on Sam Bankman-Fried and the FTX saga. Later, we hear from Zscaler CEO Jay Chaudhry on...
uTube Clinches Rights to NFL Sunday Ticket, FTX Founder Sam Bankman-Fried Extradited to U.S. & Finding Opportunities in Fintech 12/22/22 22.12.2022 44:18
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, and CNBC’s Steve Kovach reports on YouTube clinching a media rights deal for NFL Sunday Ticket. Then, CNBC’s MacKenzie Sigalos shares the latest on Sam Bankman-Fried after FTX’s founder was extradited back to the U.S., and General Catalyst CEO...
Finding Value in E-Commerce, The State of Big Tech Regulations & What to Expect from Disney in 2023 12/21/22 21.12.2022 43:02
Our anchors begin today’s show with Plexo Capital Founding Managing Partner Lo Toney discussing the e-commerce landscape for 2023, and MoffettNathanson analyst Sterling Auty joins with his top picks in software. Then, we take a deep dive into the state of big tech regulations with CNBC’s Ylan Mui and Platformer News Founder Casey Newton. Later, CNBC’s MacKenzie Sigalos covers FTX Founder Sam Bankm...
What to Expect from Amazon’s Holiday Season, Wedbush Initiates Coverage Across Software & Finding Top Chip Picks for 2023 12/20/22 20.12.2022 44:27
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 newsletter author Alex Kantrowitz weighs in on what to expect from Amazon this holiday season. Then, KBW Managing Director Sanjay Sakhrani discusses Apple’s investments in fintech, and Wedbush analyst Taz Koujalgi joins after initiating coverage...
Nasdaq Volatility Continues Into Year-End, Citi Names Amazon Top 2023 Pick & Cowen Calls Take-Two Interactive Best Idea in Gaming 12/19/22 19.12.2022 44:02
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 Manuelian offers his outlook for software and semiconductors. Then, CNBC’s Steve Kovach covers Elon Musk’s latest Twitter poll on whether he should step down as the platform’s CEO, and “Margins” Editor Ranjan Roy discusses opportunities ahe...
Citi Names Microsoft Top Large-Cap Software Pick, Adobe CEO Shantanu Narayen on Earnings & The Bull Case for Airbnb 12/16/22 16.12.2022 44:04
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 sell-off, and Citi analyst Tyler Radke joins after naming Microsoft his top large-cap software pick. Then, our Jon Fortt shares highlights from his exclusive post-earnings interview with Adobe CEO Shantanu Narayen, and Battery Ventures Gener...
Tech Roiled by Market Sell-off & Finding Top Chip Stocks for 2023 12/15/22 15.12.2022 50:11
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 cover Jefferies downgrading Snap to hold with our Julia Boorstin and the analyst behind that call, Brent Thill. Next, CNBC’s Steve Kovach looks at the big tech names hit hardest by this morning’s sell-off, and Satori Fund Founder Dan Niles we...
Finding Value in the Cloud, Goldman Sachs Names Uber Top 2023 Pick & Cloudflare CEO Matthew Prince Shares Cybersecurity Outlook 12/14/22 14.12.2022 43:14
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 Trust Head of Investment Strategy Meghan Shue discusses value opportunities in the cloud. Then, Goldman Sachs Managing Director Eric Sheridan joins after naming Uber his top pick for 2023, and CNBC’s Steve Kovach explains why millions in pro...
New FTX CEO John J. Ray III Testifies Before the House Financial Services Committee 12/13/22 13.12.2022 1:00:09
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 by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Thoma Bravo Buys Coupa, Cowen Names Netflix Top Large-Cap Pick & Finding Fintech Plays for 2023 12/12/22 12.12.2022 42:43
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 Wealth Management CEO and Founder Michael Yoshikami discusses M&A opportunities in tech. Then, Cowen analyst John Blackledge joins after naming Netflix his top large-cap pick for 2023, and CNBC’s Kate Rooney looks at the latest in crypto as FTX F...
TechCheck+ Netflix's 'The Playlist' Creative Team on Spotify's Story 12/09/22 09.12.2022 17:09
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 interview series 'Binge.' Lead Writer Christian Spurrier and Director-Creator Per-Olav Sørensen share the challenges and extensive research involved in telling a story that's still unfolding, how Spotify co-founder and CEO Daniel Ek inspired the sho...
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