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
Snap to Cut 20% of Employees, HPE CEO Antonio Neri on Latest Results & Klarna CEO Sebastian Siemiatkowski on First Half Losses 8/31/22 31.08.2022 44:27
Our anchors begin today’s show covering social media platform Snap’s plans to cut 20% of its staff, with insight from Verge Deputy Editor Alex Heath. Then, Bank of America analyst Jason Kupferberg shares his outlook for PayPal, and HPE CEO Antonio Neri discusses the enterprise edge-to-cloud company’s latest earnings. Next, Wilmington Trust Head of Investment Strategy Meghan Shue offers her take on...
Analyzing Cracks in Big Tech’s Armor, Previewing the Next Wave of VR Headsets & VMware CEO Raghu Raghuram on Quarterly Results 8/30/22 30.08.2022 44:08
Our anchors begin today’s show with CNBC’s Dom Chu analyzing some cracks in the armor for big tech stocks, and Crossmark Global CIO Bob Doll offers his outlook for rate hikes and inflation. Then, our Julia Boorstin reports on Elon Musk sending a second notice to terminate his deal with Twitter, and CNBC’s Steve Kovach previews a new wave of augmented and virtual reality headsets launching this fal...
Tech Moves Lower on Hawkish Fed Comments, Breaking Down Potential Disruptors in Healthcare & Plug Power CEO Andrew Marsh on Amazon Hydrogen Deal 8/29/22 29.08.2022 44:31
Our anchors begin today’s show with CNBC’s Dom Chu breaking down tech stocks moving lower following hawkish comments from the Fed on Friday, and New Street Advisors Group Founder and CEO Delano Saporu shares his outlook for mega-caps in the sector. Next, Bernstein analyst Lance Wilkes discusses Amazon’s role as a disruptor in healthcare, and CNBC’s Mike Santoli takes a deep dive into the Nasdaq’s...
A Deep Dive Into the Gaming Space, Amazon Prime Streams First NFL Game & Affirm CEO Max Levchin on Results 8/26/22 26.08.2022 46:58
Our anchors begin today’s show with Wells Fargo Investment Institute Senior Global Market Strategist Scott Wren discussing Federal Reserve Chairman Jerome Powell’s comments from the Central Bank’s yearly symposium in Wyoming. Then, CNBC’s Steve Kovach and Verge Editor-in-Chief Nilay Patel take a look at the gaming space on the heels of disproven rumors that Amazon was planning on acquiring Electro...
SoFi CEO Anthony Noto on Biden’s Student Loan Forgiveness Plan, Autodesk CEO Andrew Anagnost on Q2 Earnings Beat & MoviePass CEO Stacy Spikes on Plans to Relaunch 8/25/22 25.08.2022 44:29
Our anchors begin today’s show breaking down the latest earnings from cloud names Snowflake and Salesforce with Evercore ISI Senior Managing Director Kirk Materne. Then, SoFi CEO Anthony Noto discusses President Biden’s student loan debt forgiveness plan, and NorthmanTrader Founder Sven Henrich shares his outlook for Apple. Next, CNBC’s Lauren Thomas offers additional insight on Peloton after the...
Breaking Down Tesla’s 3-for-1 Stock Split, Intuit CEO Sasan Goodarzi on Earnings Beat & TikTok’s Impact on Elections and Advertising 8/24/22 24.08.2022 43:40
Our anchors begin today’s show with CNBC’s Lauren Thomas sharing new reporting on Peloton’s deal to sell equipment and apparel on Amazon, and “Margins” Editor Ranjan Roy discusses Tesla’s 3-for-1 stock split after the close. Then, Intuit CEO Sasan Goodarzi breaks down the financial software firm’s latest earnings beat, and our Julia Boorstin offers a look ahead to TikTok’s potential impact on elec...
Coinbase CEO Brian Armstrong on Crypto Headwinds, Intel Announces Chip Factory Funding Partnership & Whistleblower Accuses Twitter of Deceiving Regulators 8/23/22 23.08.2022 43:24
Our anchors begin today’s show with Satori Fund Founder Dan Niles breaking down his portfolio’s long and short positions amid the ongoing volatility, and CNBC’s Kate Rooney shares highlights from her exclusive interview with crypto exchange Coinbase CEO Brian Armstrong. Then, Intel CFO David Zinsner joins after the chipmaker announced a partnership to help fund two new factories in Arizona. Later,...
Breaking Down Digital Marketing Regulations, A Deep Dive into FTX’s Financials & Silicon Valley Bank CEO Greg Becker on Venture Capital Outlook 8/22/22 22.08.2022 43:14
Our anchors begin today’s show with Craft Ventures Co-Founder David Sacks outlining his expectations for a possible recession, and Consumer Financial Protection Bureau Director Rohit Chopra discusses regulations for digital marketing of financial products. Then, CNBC’s Kate Rooney offers a rare deep dive into the financials of privately held crypto exchange FTX, and CNBC’s Kristina Partsinevelos b...
TechCheck+ HBO's "Industry" Co-Creators on Transitioning from Banking to Hollywood 8/19/22 19.08.2022 15:54
CNBC's Carl Quintanilla sits down with Mickey Down and Konrad Kay, co-creators and executive producers of HBO’s finance drama "Industry.” The collaborators and best friends discuss how their experiences as former bankers inspired the hit series and why it was important to showcase the perspectives of younger professionals in the business. They also dive into how they balanced authenticity and crea...
Apple Warns of New Security Flaw, Ryan Cohen Dumps Bed Bath & Beyond Stake & The Bull Case for PayPal 8/19/22 19.08.2022 42:51
Our anchors begin today’s show with BMO Wealth Management Chief Investment Strategist Yung-Yu Ma offering his take on the current market rally, and Wall Street Journal Senior Personal Technology Columnist Joanna Stern discusses a new Apple security flaw making headlines. Then, our team discusses the meme trade after GameStop Chair Ryan Cohen offloaded his entire stake in Bed Bath & Beyond, and Wed...
Cisco’s Earnings Beat the Street, How to Play the Broader Market Turnaround & Finding Opportunities in Fintech 8/18/22 18.08.2022 44:22
Our anchors begin today’s show breaking down Cisco’s latest earnings beat with J.P. Morgan analyst Samik Chatterjee, and Fundstrat Global Advisors Managing Partner Tom Lee offers his perspective on the broader market turnaround. Then, Morgan Stanley analyst James Faucette shares his take on investment opportunities in fintech. Later, our Julia Boorstin and CNBC’s Steve Kovach cover the digital adv...
Bank of America Reports Surge in Tech Investing, Playing the Meme Trade & Previewing Cisco’s Q2 Earnings 8/17/22 17.08.2022 43:21
Our anchors begin today’s show with CNBC’s Seema Mody covering new Bank of America data showing some of the biggest inflows into tech in more than a decade, and Canvas Ventures General Partner Mike Ghaffary discusses the latest batch of retail and e-commerce earnings. Then, Citi analyst Tyler Radke joins after downgrading Zoom, and Wall Street Journal markets reporter Gunjan Banerji offers her ins...
Walmart’s Streaming Partnership With Paramount, Apple Plans to Expand Advertising on iPhones & Crypto Crimes Decline as Digital Currency Prices Fall 8/16/22 16.08.2022 44:34
Our anchors begin today’s show with CNBC’s Courtney Reagan breaking down Walmart’s latest earnings, and streaming service Vudu’s Former CEO Alain Rossmann joins with insight on the retail giant’s new partnership with Paramount. Then, CNBC’s Leslie Picker recaps some of the biggest moves made by hedge funds in Q2 on the heels of last night’s 13F filing deadline, and Wedbush Securities Head of Equit...
Dan Loeb Takes New Stake in Disney, George Soros Buys 30,000 Shares of Tesla & Unity CEO John Riccitiello on Rejecting AppLovin’s Acquisition Bid 8/15/22 15.08.2022 42:53
Our anchors begin today’s show covering hedge fund manager Dan Loeb’s new stake in Disney and Apple’s scrapped talks with Meta on a potential ad revenue partnership, joined by guest host and Kindred Ventures Managing Partner Kanyi Maqubela. Then, Guggenheim analyst John DiFucci outlines his bear case for cybersecurity stocks, and CNBC’s Leslie Picker breaks down some notable investors rotating out...
Finding Value in the Cloud Space, Defensive Software Picks to Counter Volatility & Toast CEO Chris Comparato on Q2 Results 8/12/22 12.08.2022 44:27
Our anchors begin today’s show with Bessemer Venture Partners’ Elliott Robinson offering his outlook for tech layoffs and the cloud space. Then, we recap highlights from yesterday’s exclusive interview on earnings, streaming and more with Disney CEO Bob Chapek. Next, Citi analyst Tyler Radke shares his top defensive software picks amid the ongoing volatility, and Toast CEO Chris Comparato joins af...
Marqeta CEO Jason Gardner on Results, Disney CEO Bob Chapek on Earnings Beat and Streaming Outlook & Breaking Down the Resurgence of Ethereum 8/11/22 11.08.2022 44:34
Our anchors begin today’s show with Wilmington Trust Head of Investment Strategy Meghan Shue offering her outlook for chips and the current volatility, and Marqeta CEO Jason Gardner discusses his decision to step down and the payments firm’s Q2 results. Then, Disney CEO Bob Chapek joins for an exclusive interview after the entertainment giant’s latest earnings delivered a beat on the top and botto...
Roblox Posts a Miss in Q2, Akamai CEO Dr. Tom Leighton on Earnings & Sony Pictures Entertainment CEO Tony Vinciquerra on Media Outlook 8/10/22 10.08.2022 43:17
Our anchors begin today’s show with Irreverent Labs CEO Rahul Sood sharing his thoughts on Roblox after the gaming platform posted a miss in Q2. Then, CNBC’s Kate Rooney and Citi analyst Pete Christiansen discuss crypto exchange Coinbase’s latest results, and Akamai CEO Dr. Tom Leighton joins with a look at the cybersecurity and cloud company’s recent earnings. Next, CNBC’s Mike Santoli breaks dow...
FedEx Office president and CEO on autonomous robotic delivery 8/9/22 09.08.2022 15:00
CNBC’s Frank Holland chats with FedEx Office president and CEO Brian Philips to dive into the future of AI-powered robotic delivery. They discuss the latest on FedEx's autonomous delivery system, Roxo, and how they're using the SameDay bot to test last-mile deliveries and continue innovating its technology for real-world operation. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz....
Title: AppLovin Proposes Merger with Unity, President Biden Signs the CHIPS Act & 23andMe CEO Anne Wojcicki on Results 8/9/22 09.08.2022 44:23
Our anchors begin today’s show covering app development platform AppLovin’s proposal to acquire video game software company Unity, with insight from CNBC’s David Faber and Plexo Capital Founding Managing Partner Lo Toney. Then, Bank of America analyst Vivek Arya breaks down what President Biden signing the CHIPS Act means for semiconductor makers, and CNBC’s Dom Chu offers a deep dive into some bi...
Nvidia’s Preliminary Results Send Shares Lower, Palantir Posts a Miss in Q2 & Ad Slowdown Hits Big Tech and Social Media 8/8/22 08.08.2022 42:57
Our anchors begin today’s show with CNBC’s Steve Liesman sharing new data on inflation expectations from the New York Federal Reserve. Then, New Street Advisors Group Founder and CEO Delano Saporu offers his perpective on chipmaker Nvidia’s preliminary Q2 earnings and software company Palantir’s latest results. Next, CNBC’s Dom Chu takes a deep dive into a series of growth names, and Benchmark ana...
A Trio of Companies Offer Insight on Q2 Results: Twilio CEO Jeff Lawson, Doximity CEO Jeff Tangney & GoDaddy CEO Aman Bhutani 8/5/22 05.08.2022 44:41
Our anchors begin today’s show breaking down the Bureau of Labor Statistics’ jobs data for July with CNBC’s Mike Santoli, and CNBC’s Kate Rooney breaks down the latest earnings from fintech company Block. Next, Wall Street Journal Senior Personal Technology Columnist Joanna Stern discusses Amazon buying Roomba maker iRobot for $1.7 billion, and Twilio CEO Jeff Lawson offers his insight on the ente...
Coinbase Partners With BlackRock, Confluent CEO Jay Kreps on Earnings & Equinix CEO Charles Meyers on Data Center Ecosystem 8/4/2022 04.08.2022 44:18
Our anchors begin today’s show covering crypto exchange Coinbase’s partnership with asset management firm BlackRock, featuring insight from CNBC’s Kate Rooney and MoffettNathanson Partner Lisa Ellis. Then, CNBC’s Mike Santoli breaks down the Nasdaq’s rally over the past month, and our Jon Fortt shares highlights from his Fortt Knox interview with software company ServiceNow CEO Bill McDermott. Nex...
PayPal Beats the Street in Q2, Microchip Technology CEO Ganesh Moorthy on Earnings & SoFi CEO Anthony Noto on Latest Results 8/3/22 03.08.2022 42:55
Our anchors begin today’s show breaking down PayPal’s Q2 earnings with Wedbush analyst Moshe Katri, and NZS Capital Co-Founder Brad Slingerlend weighs in on chip giant AMD’s latest results. Then, we continue our earnings coverage with semiconductor maker Microchip Technology CEO Ganesh Moorthy and personal finance firm SoFi CEO Anthony Noto after both companies beat the Street. Next, our Julia Boo...
Onsemi CEO Hassane El-Khoury on Q2 Earnings Beat, ZoomInfo CEO Henry Schuck on Latest Results & Global Payments CEO Jeff Sloan on Expansion Plans 8/2/22 02.08.2022 44:33
Our anchors begin today’s show with CNBC’s Steve Liesman covering new data showing inflation pushing up household debt, and our Julia Boorstin breaks down social media platform Pinterest’s latest results. Then, Wells Fargo Chairman of Global Internet Investment Banking Bob Peck offers his outlook for the broader markets, and Onsemi CEO Hassane El-Khoury joins after the chipmaker exceeded expectati...
Breaking Down FAANG’s Q2 Earnings, Retail Investors Ramp Up Interest in Tech & Ethereum Rises 60% in July 8/1/22 01.08.2022 42:57
Our anchors start today’s show with Needham senior analyst Laura Martin breaking down last week’s FAANG earnings, and Wall Street Journal markets reporter Gunjan Banerji joins after publishing a new story on retail investors ramping up interest in tech stocks. Next, Satori Fund Founder Dan Niles discusses the potential for a recession, and CNBC’s Steve Kovach offers insight on mega-cap names flash...
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