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

Breyer Capital CEO Jim Breyer on Investment Outlook, Intuit CEO Sasan Goodarzi on Earnings & Andreessen Horowitz Launches $4.5B Crypto Start-Up Fund 5/25/22 25.05.2022

Our anchors begin today’s show hunting for value amid volatility in tech with Destination Wealth Management CEO and Founder Michael Yoshikami, and our Julia Boorstin previews today’s shareholder meetings from Meta and Twitter. Then, Breyer Capital Founder and CEO Jim Breyer shares his investment outlook in an interview from the World Economic Forum in Davos, Switzerland. Next, Intuit CEO Sasan Goo...

Snap Projects Q2 Revenue Miss, Thoma Bravo Co-Founder Orlando Bravo on Consolidation & Comcast Comments on Electronic Arts Meeting 05/24/22 24.05.2022

Our anchors begin today’s show covering Snap CEO Evan Spiegel warning that the social media giant will miss its Q2 targets for revenue and adjusted earnings. Then, CNBC’s Mike Santoli joins for a closer look at select sectors within tech, and Verge Editor-in-Chief Nilay Patel circles back to the fallout from Snap’s announcement. Next, Thoma Bravo Co-Founder and Managing Partner Orlando Bravo weigh...

Broadcom Reportedly Discusses Buying VMware, Palo Alto Networks CEO Nikesh Arora on Cybersecurity & FTX Pursues Acquisition Targets 5/23/22 23.05.2022

Our anchors begin today’s show breaking down reports that chipmaker Broadcom is in talks to purchase cloud computing firm VMware, with insight from GGV Capital Managing Partner Glenn Solomon and Calixto Global Investors Founder Eduardo Costa. Then, cybersecurity provider Palo Alto Networks Chairman and CEO Nikesh Arora joins for an interview on the global state of digital attacks from the World Ec...

Finding Value in Tech Giants, Elon Musk Accused of Sexual Misconduct & Apple’s Reported Augmented and Virtual Reality Headset 5/20/22 20.05.2022

Our anchors begin today’s show looking for cheap opportunities in tech with CNBC’s Dom Chu, and Wedgewood Partners CIO David Rolfe offers insight on finding value in select sector giants. Then, Bernstein Senior Semiconductors Analyst Stacy Rasgon joins after chipmaker Applied Materials missed on the top and bottom lines in their latest results, and CNBC’s Frank Holland breaks down cybersecurity fi...

TechCheck+ Closing the Wage Gap in Tech 5/19/22 19.05.2022

TechCheck producer Brandon Gomez spoke with U.S. Women’s National Soccer Team star Megan Rapinoe and Trusaic CEO Robert Sheen to discuss how companies can work to close the wage gap in the tech industry. An equal pay champion, Rapinoe recently joined Trusaic - a software company specializing in Human Resources - as their Chief Equality Officer and strategic partner to address gender and racial wag...

Venture Capitalist Tim Draper on Bitcoin, Acquisition Opportunities Amid the Current Environment & The Street Gets More Bullish on Meta 05/19/22 19.05.2022

Our anchors begin today’s show with CNBC’s Mike Santoli taking a longer-term look at the volatility in the Nasdaq, and Wells Fargo Chairman of Global Internet Investment Banking Bob Peck offers his insight on M&A and IPOs in the current environment. Then, Baird analyst David Koning joins with his thoughts on payments company Block, and venture capitalist and Draper Fisher Jurvetson Founding Partne...

A Deep Dive into Big Tech: Taking a Closer Look at Alphabet, Amazon, Apple & Microsoft 5/18/22 18.05.2022

Our anchors begin today’s show with CNBC’s Mike Santoli breaking down the recent performance of Amazon, Apple, Microsoft and Alphabet, and Evercore ISI Head of Internet Research Mark Mahaney shares guidance on what to expect moving forward from those four names. Then, Lightspeed Venture Partners’ Alex Taussig offers his outlook for tech amid the volatility, and our Julia Boorstin covers valuations...

Top Fund Managers Trade Tech’s Volatility, Recapping the 10th Annual CNBC Disruptor 50 & Flexport CEO Ryan Petersen on Supply Chain 5/17/22 17.05.2022

Our anchors begin today’s show with CNBC’s Leslie Picker looking at how some of the top fund managers have been trading the tech volatility of 2022. Then, Cambria Investment Management Founder and CIO Meb Faber weighs in on global tech plays, and CNBC’s Courtney Reagan breaks down Q1 earnings from Walmart and Home Depot. Next, our Julia Boorstin recaps the newly announced members of CNBC’s 10th an...

Nextdoor CEO Sarah Friar on Results, Breaking Down the State of Enterprise Spending & A Look Back at Past CNBC Disruptor 50 Companies 5/16/22 16.05.2022

Our anchors begin today’s show with CNBC’s Mike Santoli explaining similarities and differences between the current sell-off and the dotcom crash, and Satori Fund Founder Dan Niles offers his outlook following last week’s volatility. Then, neighborhood social networking platform Nextdoor CEO Sarah Friar joins after beating the Street in Q1 but posting a miss on guidance, and CNBC’s Dom Chu breaks...

Elon Musk Puts Twitter Deal on Temporary Hold, Breaking Down the Instability in Stablecoins & Alphabet’s Autonomous Driving Plans 5/13/22 13.05.2022

Our anchors begin today’s show with “Margins” Editor Ranjan Roy breaking down Elon Musk temporarily pausing his deal to buy Twitter as the platform calculates its total number of spam and fake accounts. Then, Castle Island Ventures Founding Partner Nic Carter offers his perspective on the volatility in crypto, and former Twitter board member Peter Chernin weighs in on the Musk saga and the broader...

An Exclusive Conversation With Alphabet CEO Sundar Pichai: Discussing Free Speech, Digital Privacy, TikTok’s Rise and More - 5/12/22 12.05.2022

Our anchors begin today’s show breaking down the massive intraday swings in tech stocks, meme stocks and crypto with CNBC’s Mike Santoli. Then, we share highlights from our exclusive interview with Alphabet CEO Sundar Pichai, discussing the impact of inflation, free speech online, the digital privacy landscape and more. Next, our Julia Boorstin reports on Disney’s latest earnings, and CNBC’s Dom C...

Coinbase’s Results Miss Expectations, SoFi CEO Anthony Noto on Q1 Earnings Beat & States Crack Down on Russia-Linked Metaverse Casino 5/11/22 11.05.2022

Our anchors begin today’s show discussing whether the tech bubble has burst with Loup Ventures Managing Partner Gene Munster. Next, CNBC’s Kate Rooney and Mizuho Managing Director Dan Dolev look at the latest results from crypto exchange Coinbase missing the Street’s expectations. Then, SoFi CEO Anthony Noto joins after the personal finance firm posted a beat in Q1, and our Julia Boorstin previews...

TechCheck+ Dapper Labs CEO on the future of NFTs, blockchain & Web3 5/10/22 10.05.2022

CNBC's Julia Boorstin spoke with Dapper Labs CEO, Roham Gharegozlou, about the future of NFTs, blockchain & Web3. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Hunting for Value in Chip Stocks, Peloton Shares Crash After Results Miss & IBM CEO Arvind Krishna on Inflation 5/10/22 10.05.2022

Our anchors begin today’s show discussing opportunities in chip stocks with Bespoke Investment Group Co-Founder Paul Hickey, and Evercore ISI Director of Internet Research Shweta Khajuria takes a deep dive into interactive fitness platform Peloton’s latest results miss. Next, Microchip Technology President & CEO Ganesh Moorthy joins after the semiconductor manufacturer posted record revenue, margi...

Uber Unveils Plans to Cut Costs, Finding Opportunities in FAANG Stocks & Bitcoin’s Price Sinks Amid the Ongoing Sell-Off 5/9/22 09.05.2022

Our anchors begin today’s show looking at the continued cratering of tech valuations with Leuthold Group Chief Investment Strategist Jim Paulsen. Then, former Uber Chief Business Officer Emil Michael weighs in on the platform’s latest push to cut costs, and Plexo Capital Founding Managing Partner Lo Toney offers his perspective on the current market trends. Next, our Julia Boorstin breaks down a p...

Breaking Down the Nasdaq’s Volatility, DoorDash CEO Tony Xu on Earnings & Tech’s Decline Drags Social Media Stocks Lower 5/6/22 06.05.2022

Our anchors start today’s show looking at the recent sharp declines in the Nasdaq with CNBC’s Mike Santoli. Then, Craft Ventures Co-Founder David Sacks offers his perspective on the downturn, and DoorDash Co-Founder and CEO Tony Xu joins to discuss the food delivery platform’s latest earnings. Next, Invesco Global Head of ETFs and Indexed Strategies Anna Paglia and CalSTRS CIO Christopher Ailman s...

Deepening Tech Sell-Off Drags Nasdaq Lower, Paramount CEO Bob Bakish on Entertainment Outlook & Expedia CEO Peter Kern on the State of Travel 5/5/22 05.05.2022

Our anchors begin today’s show breaking down the Nasdaq’s sell-off to start the morning with CNBC’s Mike Santoli and Canvas Ventures General Partner Mike Ghaffary. Then, CIC Wealth Executive Vice President Malcolm Ethridge offers his insight on protection plays amid the volatility in tech, and our Julia Boorstin sits down for an exclusive interview with media giant Paramount CEO Bob Bakish. Next,...

Benchmark Capital General Partner Bill Gurley on Earnings and Private Equity, AMD Beats the Street in Q1 & Breaking Down Airbnb’s Latest Results 5/4/22 04.05.2022

Our anchors begin today’s show covering President Biden’s press conference on economic growth, jobs and deficit reduction. Then, Benchmark Capital General Partner Bill Gurley shares his thoughts on earnings from ride-hailing companies Uber and Lyft, his perspective on private equity and more. Next, Cowen Managing Director Matthew Ramsay breaks down chipmaker AMD’s first quarter earnings beat, and...

Chegg CEO Dan Rosensweig on Earnings, Spotting Opportunity in Software Names & ZoomInfo Founder and CEO Henry Schuck on Q1 Results 5/3/22 03.05.2022

Our anchors start today’s show looking for high-value, low-price tech names with Bernstein Senior Research Analyst Toni Sacconaghi, and education platform Chegg CEO Dan Rosensweig joins after posting guidance that sent shares sliding. Next, CNBC’s Mike Santoli breaks down areas of strength preventing the sector’s ongoing sell-off from worsening, and GGV Capital Managing Partner Jeff Richards weigh...

Onsemi CEO Hassane El-Khoury on Earnings, Finding Value in the Nasdaq’s Decline & Apple Faces EU Regulatory Scrutiny 5/2/22 02.05.2022

Our anchors begin today’s show with CNBC’s Mike Santoli breaking down Warren Buffett’s recent investments amid the current volatility following this weekend’s Berkshire Hathaway Shareholders Meeting. Then, Morgan Stanley Managing Director Brian Nowak offers his outlook for big tech on the heels of last week’s earnings, and CNBC’s Frank Holland covers tech names exceeding expectations despite the b...

Intel CEO Pat Gelsinger on Earnings, Snap CEO Evan Spiegel on New Innovations & Amazon Results Send Shares Plunging 4/29/22 29.04.2022

Our anchors begin today’s show with Intel CEO Pat Gelsinger breaking down the chipmaker’s latest earnings, and Snap CEO Evan Spiegel joins for an exclusive conversation following the social media firm’s annual Partner Summit. Then, CNBC’s Dom Chu looks at Amazon from a valuation perspective after the e-commerce giant posted earnings that missed the Street’s expectations. Later, our Julia Boorstin...

Meta Beats the Street in Q1, ServiceNow CEO Bill McDermott on Results & Previewing Apple’s Earnings 04/28/22 28.04.2022

Our anchors begin today’s show breaking down Meta’s Q1 earnings beat with Evercore ISI Head of Internet Research Mark Mahaney, and ServiceNow CEO Bill McDermott joins to discuss the software firm’s latest results. Then, CNBC’s Mike Santoli and Verge Editor-in-Chief Nilay Patel circle back to Meta as the stock targets its best day since 2016. Next, our Jon Fortt recaps his exclusive interview earli...

FAANG Stocks Underperform in 2022, Alphabet’s Q1 Earnings Miss & Microsoft Beats Street in Latest Results 4/27/22 27.04.2022

Our anchors begin today’s show looking at the underperformance of FAANG stocks with Fundstrat Global Advisors Managing Partner Tom Lee, and Bernstein Senior Analyst Mark Shmulik weighs in on Alphabet’s Q1 earnings miss. Then, Evercore ISI analyst Kirk Materne discusses Microsoft’s latest results, and CNBC’s Mike Santoli breaks down the impact of valuation compression on different parts of the mark...

Breaking Down the Nasdaq’s Sell-Off, Analyzing Elon Musk’s Purchase of Twitter & A Look at Mega-Caps Fueling Market Swings 4/26/22 26.04.2022

Our anchors begin today’s show breaking down the Nasdaq plunging to start the morning with CNBC’s Dom Chu and Satori Fund Founder Dan Niles. Then, Former Andreessen Horowitz Partner Benedict Evans and Slow Ventures General Partner Sam Lessin join to discuss Elon Musk’s purchase of Twitter, and CNBC’s Mike Santoli analyzes the impact of several mega-caps on the market’s daily swings. Next, Kindred...

Twitter and Elon Musk Reportedly Near a Deal, Previewing This Week’s Big Tech Earnings & Finding Opportunities in Semiconductors 4/25/22 25.04.2022

Our anchors start today’s show on reports of Twitter nearing a deal to accept Elon Musk’s purchase offer, with insight from Verge Editor-in-Chief Nilay Patel. Then, Goldman Sachs analyst Eric Sheridan previews this week’s big tech earnings, and Mark Asset Management CEO and Managing Partner Morris Mark breaks down the underperformance of FAANG stocks in 2022. Later, CNBC’s Mike Santoli looks at th...

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