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

The European Union’s Big Tech Crackdown, Invesco Global Head of ETFs Anna Paglia on Semi Stocks & Streaming Services Take Center Stage at the Oscars 3/25/22 25.03.2022

Our anchors begin today’s show with Verge Editor-in-Chief Nilay Patel breaking down the impact of new European Union tech regulations on Apple, and Bank of America analyst Wamsi Mohan weighs in on reports that the company is developing a hardware subscription service. Next, Invesco Global Head of ETFs Anna Paglia shares her insight on increased investor interest in semiconductor stocks, and CNBC’s...

Spotify’s New Payment Deal with Google, Investment Opportunities Amid Software’s Turnaround & Instacart CEO Fidji Simo on Quick Commerce 3/24/22 24.03.2022

Our anchors begin today’s show with CNBC’s Steve Kovach and our Julia Boorstin breaking down the implications of Spotify reaching an agreement with Google for users to pay through either the streaming platform or Google Play Billing. Next, Satori Fund Founder Dan Niles weighs in on the tech bounce, and Morgan Stanley analyst Keith Weiss discusses how to play the ongoing software turnaround. Then,...

GlobalFoundries CEO Thomas Caulfield on Domestic Chip Manufacturing, CrowdStrike Co-Founder Dmitri Alperovitch on Cybersecurity & Intercom CEO Karen Peacock on Consumer Engagement 3/23/22 23.03.2022

Our anchors start today’s show with CNBC’s Ylan Mui covering the CEOs of semiconductor firms Intel and Micron testifying before Congress, and chipmaker GlobalFoundries CEO Thomas Caulfield weighs in on the sector’s domestic manufacturing push. Then, cybersecurity provider CrowdStrike Co-Founder Dmitri Alperovitch joins after Microsoft and identity management company Okta reported security breaches...

TechCheck+ Sequoia Capital’s Shaun Maguire on Crypto-Focused Fund 3/22/22 22.03.2022

TechCheck’s Deirdre Bosa spoke with Sequoia Capital partner Shaun Maguire. On the heels of the firm’s crypto-focused fund, they discussed the fund’s strategy, which will invest primarily in liquid tokens, the infrastructure needed for the multi-chain future and Sequoia’s broader crypto portfolio. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collec...

Previewing Nvidia’s Investor Day, Robinhood Releases New Cash Cards & ConsenSys Founder and CEO Joseph Lubin on Blockchain Technology 3/22/22 22.03.2022

Our anchors begin today’s show with Jacob Asset Management Chairman and CIO Ryan Jacob weighing in on the risks of owning large-cap stocks in the current environment, and our Julia Boorstin reports on Disney outlining plans to address the fallout from its response to Florida’s “Don’t Say Gay” Bill. Next, CNBC’s Kristina Partsinevelos reports on Nvidia ahead of the start of the chipmaker’s Investor...

TechCheck+ Empowering Displaced Persons with Technology 3/21/22 21.03.2022

TechCheck Producer Brandon Gomez spoke with Alina Vandenberghe, CEO of tech unicorn Chili Piper, about how her company has helped more than 100,000 Ukrainian refugees displaced by the ongoing conflict with Russia. Raj Burman, CEO of Techfugees, a nonprofit focused on empowering displaced persons with tech, also breaks down the role technology plays in aiding communities during times of war and cri...

SEC Unveils New Proposed Climate Risk Disclosure Rules, Evaluating the Ongoing Nasdaq Bounce & Verizon and Live Nation Announce 5G Partnership 3/21/22 21.03.2022

Our anchors start today’s show discussing software valuations with GGV Capital Managing Partner Glenn Solomon, and CNBC’s Diana Olick covers the SEC releasing new proposed rules on climate risk disclosures. Next, our Julia Boorstin reports on Disney planning an event to address Florida’s “Don’t Say Gay” Bill with employees, and Baird analyst Tristan Gerra weighs in on chip stocks. Later, CNBC’s Mi...

Breaking Down the Bounce in Tech Stocks, Irreverent Labs CEO Rahul Sood on GameStop’s Results & Embark CEO Alex Rodrigues on Quarterly Performance 3/18/22 18.03.2022

Our anchors begin today’s show with Crossmark Global Investments CIO Bob Doll discussing whether to trust the ongoing bounce in tech stocks, and CNBC’s Steve Kovach covers the impact of China’s current Covid lockdowns on Apple’s supply chain. Then, Irreverent Labs CEO Rahul Sood weighs in on GameStop’s latest results, and Evercore ISI analyst Amit Daryanani offers guidance on investing in stocks w...

Former Twitter CEO Dick Costolo on Nasdaq Outlook, Unity CEO John Riccitiello on Gaming Growth & PagerDuty CEO Jennifer Tejada on Q4 Results 3/17/22 17.03.2022

Our anchors begin today’s show with former Twitter CEO Dick Costolo offering his outlook for the Nasdaq, and Unity CEO John Riccitiello shares insights from the video game software company’s latest industry report. Then, CNBC’s Steve Kovach weighs in on how the Federal Reserve’s plan to hike rates will impact the cash stockpiled by tech firms, and PagerDuty CEO Jennifer Tejada joins following the...

Software Plays Amid the Ongoing Volatility, Finding Long-Term Value in Marketplace Stocks & Starbucks CEO Kevin Johnson Retires 3/16/22 16.03.2022

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

South Korea’s New App Store Law, Adobe CEO Shantanu Narayen on New Innovations & SARK Inverse Fund Trades Higher than Cathie Wood’s ARKK ETF 15.03.2022

Our anchors begin today’s show with CNBC’s Dom Chu taking a deep dive into the software sell-off, and Wall Street Journal tech columnist Laura Forman discusses her latest piece on companies pivoting their business models. Then, CNBC’s Steve Kovach breaks down a new app store law in South Korea targeting Apple and Google, and CNBC’s Kristina Partsinevelos covers the renewed push for domestic semico...

Sweeping Covid Lockdowns Return in China, NFTs and the Metaverse at South by Southwest & Investment Opportunities Amid the Inflationary Environment 14.03.2022

Our anchors begin today’s show with CNBC’s Dom Chu breaking down the pullback in valuations and the underperformance of the Nasdaq, and CNBC’s Eunice Yoon reports on sweeping Covid lockdowns affecting 51 million people across China. Then, Arjuna Capital Managing Partner Natasha Lamb offers her outlook for Meta and Disney, and our Julia Boorstin covers NFTs and the metaverse in the spotlight at Sou...

TechCheck+ Substack CEO on Content Moderation & Social Media 11.03.2022

TechCheck’s Deirdre Bosa spoke with Substack CEO and co-founder Chris Best. Earlier this week the newsletter platform unveiled its own iOS app. They’ll discuss the decision to send newsletters from inboxes to a mobile app, as well as its expansion into podcasts and videos. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal...

Breaking Down Rivian’s Latest Results, Evaluating the Direct-to-Consumer Landscape & Marqeta CEO Jason Gardner on Quarterly Performance 11.03.2022

Our anchors start today’s show with CNBC’s Dom Chu covering the ongoing volatility in tech trading, and CNBC’s Phil LeBeau joins to recap electric vehicle maker Rivian’s latest results. Then, CNBC’s Eunice Yoon breaks down the recent sell-off in Chinese tech stocks, and Big Technology newsletter author Alex Kantrowitz evaluates the direct-to-consumer landscape. Next, Founders Fund General Partner...

Amazon Announces Stock Split, MongoDB CEO Dev Ittycheria on Earnings & Tesla CEO Elon Musk’s Ongoing SEC Feud 10.03.2022

Our anchors begin today’s show covering the historical impact of stock splits for Apple with CNBC’s Dom Chu after Amazon announced a 20-for-1 stock split and a $10 billion buyback. Next, Evercore ISI Head of Internet Research Mark Mahaney joins for a closer look at Amazon, and our Julia Boorstin highlights changes at Disney between the tenures of CEO Bob Chapek and his predecessor, Bob Iger. Then,...

Recapping Apple’s Product Launch Event, President Biden’s Executive Order on Crypto & Space Force Chief of Space Operations John Raymond on the Russia-Ukraine Conflict 09.03.2022

Our anchors start today’s show with CNBC’s Dom Chu breaking down the last volatile few days in tech trading, and Daring Fireball blogger John Gruber joins to recap Apple’s recent product launch event. Next, Wall Street Journal reporter Dave Michaels discusses his latest article on a federal probe into trades by entertainment moguls Barry Diller and David Geffen surrounding Microsoft’s acquisition...

President Biden Bans Russian Oil Imports, ConocoPhillips CEO Ryan Lance on Oil Prices & Block Co-Founder Jim McKelvey on Fintech and Crypto 08.03.2022

Our anchors start today’s show looking at the performance of FAANG stocks to start 2022 with CNBC’s Mike Santoli and NYU Stern School of Business Professor Aswath Damodaran. Then, CNBC’s Steve Kovach and Wall Street Journal Senior Personal Technology Columnist Joanna Stern join to preview today’s Apple product launch event, and we bring you live coverage of President Biden’s press conference annou...

TechCheck+ The Creative Process Behind Viral Social Ad Campaigns 07.03.2022

TechCheck Producer Brandon Gomez discusses the future of marketing and advertising on social media. Movers + Shakers co-founders Evan Horowitz and Geoffrey Goldberg have been called “the go-to agency for brands making moves on TikTok”. They’ve worked with Amazon, Match.com, Hasbro, DSW, Warner Bros., and E.L.F. to pull in over 150 billion views and tap into the desirable Gen-Z and Millennial demog...

Visa and Mastercard Suspend Operations in Russia, Former Cisco CEO John Chambers on Ukraine Conflict & GameStop Chairman Ryan Cohen’s Bed Bath & Beyond Stake 07.03.2022

Our anchors start today’s show breaking down the current macro headwinds for tech with CNBC’s Mike Santoli, and Bessemer Venture Partners’ Byron Deeter offers a look at opportunities in the cloud sector. Next, CNBC’s Kate Rooney reports on payments firms including Visa and Mastercard suspending operations in Russia, and Baird Senior Research Analyst Colin Sebastian weighs in on a range of delivery...

Sequoia Capital Unveils New Fund Structure, Previewing Apple’s Shareholders Meeting & Flexport CEO Ryan Petersen on Supply Chain Management Amid the Russia-Ukraine Conflict 04.03.2022

Our anchors begin today’s show looking at stocks sinking lower to start the day with CNBC’s Mike Santoli, and Sequoia Capital Partner Roelof Botha sits down for an exclusive interview as the firm unveils a new fund structure. Then, CNBC’s Steve Kovach and J.P. Morgan analyst Samik Chatterjee weigh in on Apple ahead of the tech giant’s shareholders meeting and upcoming product launch event. Next, C...

Federal Reserve Chair Jerome Powell Testifies Before the Senate Banking Committee, C3 AI CEO Tom Siebel on Quarterly Performance & Samsara CEO Sanjit Biswas on First Results as a Public Company 03.03.2022

We start today’s show bringing you Federal Reserve Chairman Jerome Powell’s live testimony before the Senate Committee on Banking, Housing and Urban Affairs before CNBC’s Steve Liesman recaps highlights from Powell’s comments this morning. Then, CNBC’s Mike Santoli weighs in on crude oil trading and the latest market moves, and C3 AI CEO Tom Siebel discusses the enterprise software provider’s most...

Federal Reserve Chair Jerome Powell Testifies Before the House Committee on Financial Services 02.03.2022

We bring you a full hour of Federal Reserve Chairman Jerome Powell’s testimony before the House Committee on Financial Services. He offers his perspective on inflation, wages, the impact of the Russia-Ukraine conflict and more with the panel of bipartisan legislators. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data...

TechCheck+ The Role of Crypto in Geopolitics 01.03.2022

TechCheck’s Deirdre Bosa discusses the evolving role of crypto in geopolitics with Blockstream’s Samson Mow and VanEck’s Gabor Gurbacs. They discussed the current challenges of using cryptocurrencies as the war in Ukraine unfolds and how NFTs and decentralized autonomous organizations (DAOs) are being used to raise support for Ukraine. Hosted by Simplecast, an AdsWizz company. See https://pcm.adsw...

Portfolio Structuring Amid the Conflict in Eastern Europe, Recapping Zoom’s Earnings & Russia-Ukraine Tensions Test the Case for Cryptocurrency 01.03.2022

Our anchors start today’s show with CNBC’s Mike Santoli covering the bounce in growth stocks, and Plexo Capital Founding Managing Partner Lo Toney discusses portfolio structuring amid the current geopolitical tensions. Next, CNBC’s Kate Rooney reports on tech firms evacuating their employees from Ukraine, and Baird Senior Research Analyst Will Power breaks down video conferencing platform Zoom’s l...

Analyzing the Market Response to Russian Banking Sanctions, Software Plays Amid the Ongoing Crisis & Qualcomm CEO Cristiano Amon on New Product Announcements 28.02.2022

Our anchors begin today’s show with CNBC’s Leslie Picker breaking down the effects that sanctioning Russian banks from the SWIFT payment system could have on U.S. financial institutions, and CNBC’s Mike Santoli profiles the trading response to the crisis in Eastern Europe. Then, Wedgewood Partners CIO David Rolfe takes a deeper dive into the market fallout surrounding the conflict, and Former Face...

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