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
Analyzing Earnings from Square and Coinbase, VMware CEO Raghu Raghuram on Q4 Results & Russia Partially Limits Facebook 25.02.2022 43:25
Our anchors begin today’s show looking at the ongoing swing in tech stocks with CNBC’s Dom Chu, and Bespoke Investment Group Co-Founder Paul Hickey offers more context on the current market volatility. Then, our Julia Boorstin covers misinformation on social media surrounding Russia’s invasion of Ukraine, and Mizuho Managing Director Dan Dolev weighs in on the latest earnings from fintech platform...
Analyzing the Latest Russia-Ukraine Developments, Cyber Threats to U.S. Businesses Amid the Crisis & Outlining the Foreign Policy Implications of Russia’s Invasion 24.02.2022 51:44
Our anchors start today’s show with CNBC’s Kayla Tausche reporting on the global response to Russia invading Ukraine overnight. Next, CNBC’s Dom Chu covers market volatility amid the ongoing crisis, and Retired Brigadier General and Former Assistant Secretary of State Mark Kimmitt discusses what to expect in Eastern Europe in the days ahead. Then, Wells Fargo Chairman of Global Internet Investment...
Recapping CNBC’s Exclusive Emails from Elon Musk, Monday.com Co-CEO Eran Zinman on Earnings & NASCAR President Steve Phelps on Digital Expansion 23.02.2022 43:39
Our anchors begin today’s show breaking down the recent slump in mega-cap stocks with CNBC’s Dom Chu, and Bank of America Head of U.S. Equity and Quantitative Strategy Savita Subramanian shares her thoughts on opportunities in tech stocks that sunk during the latest correction. Then, RBC Capital Markets analyst Brad Erickson weighs in on privacy concerns surrounding Apple, and CNBC’s Brian Schwart...
Breaking Down the Russia-Ukraine Conflict, Finding Opportunities in the Valuation Reset & Lendistry CEO Everett Sands on Growing Small Businesses 22.02.2022 44:30
Our anchors start today’s show breaking down the White House’s response to the Russia-Ukraine conflict with CNBC’s Ylan Mui. Then, Stifel Co-Head of Global Technology Cole Bader joins for a look at tech valuations resetting, and CNBC’s Kate Rooney reports on Bitcoin plunging over rate hike concerns and the ongoing uncertainty in Eastern Europe. Next, Wall Street Journal Markets Reporter Gunjan Ban...
Investment Opportunities in Low P/E Stocks, Dropbox CEO Drew Houston on Earnings & Virgin Galactic Chairman Chamath Palihapitiya Steps Down 18.02.2022 44:31
Our anchors begin today’s show breaking down the best and most cost-effective tech plays with CNBC’s Dom Chu, and Credit Suisse Co-Head of Quantitative Research Patrick Palfrey shares his insight on undervalued stocks with low P/E ratios. Then, MoffettNathanson Co-Founder and Senior Managing Director Michael Nathanson takes a closer look at streaming service Roku’s Q4 earnings miss, and Dropbox Co...
AppLovin CEO Adam Foroughi on Results, Fmr. Amazon Studios Head of Strategy Matthew Ball on the Metaverse & Upstart CEO Dave Girouard on Q4 Earnings 17.02.2022 42:29
Our anchors start today’s show recapping earnings from food delivery app DoorDash and chipmaker Nvidia, and software maker AppLovin CEO Adam Foroughi joins for a look at the company’s latest results. Then, our Julia Boorstin reports on Melinda Gates’ business incubator Pivotal Ventures investing in eldercare innovations, and Former Amazon Studios Head of Strategy Matthew Ball weighs in on the futu...
Shopify President Harley Finkelstein on Earnings, Colorado’s Crypto Push & CrowdStrike CEO George Kurtz on Cybersecurity 16.02.2022 44:21
We start today’s show sharing highlights from our Deirdre Bosa’s recent interview with Airbnb Co-Founder and CEO Brian Chesky after the rental company’s latest earnings beat the Street. Then, Shopify President Harley Finkelstein breaks down the e-commerce firm’s Q4 results, and CNBC’s Kate Rooney covers Colorado’s push to start accepting cryptocurrency for taxes. Next, our Jon Fortt recaps his con...
TechCheck+ The Future of Live Sports Content 16.02.2022 13:42
CNBC's Julia Boorstin sat down with Buzzer CEO, Bo Han, to talk about the company's latest growth initiatives. Buzzer is a short-form, live video platform that allows users to access some of the biggest moments in sports right from their phone. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
TechCheck+ NFTs with Cent co-founder & CEO 15.02.2022 15:24
Cent, the platform which sold an NFT of Jack Dorsey's first tweet, decided to halt transactions on its marketplace. TechCheck’s Deirdre Bosa and Cent co-founder and CEO Cameron Hejazi discuss why he made that decision and what’s next for Cent and NFT platforms. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for ad...
Arista Networks CEO Jayshree Ullal on Earnings, BlockFi Co-Founder and CEO Zac Prince on SEC Settlement & F5 CEO François Locoh-Donou on New Cloud Security 15.02.2022 47:10
Our anchors begin today’s show taking a closer look at names leading the Nasdaq higher with CNBC’s Dom Chu, and Bessemer Venture Partners’ Byron Deeter offers a deep dive into the cloud sector. Then, Arista Networks CEO Jayshree Ullal discusses the software firm’s latest earnings beating the Street’s expectations, and our Julia Boorstin breaks down this year’s Super Bowl ratings. Next, crypto plat...
Russia-Ukraine Conflict Threatens Chip Stocks, Finding Opportunities in Cloud Names & Flowcode CEO Tim Armstrong on QR Codes in Advertising 14.02.2022 44:25
Our anchors start today’s show breaking down the macro factors shaking up the markets with CNBC’s Mike Santoli, and Plexo Capital Founding Managing Partner Lo Toney joins for a look at both chip and gig economy stocks. Then, CNBC’s Steve Liesman delivers breaking news on data from the New York Federal Reserve showing a decrease in consumer inflation expectations, and Piper Sandler Senior Research...
Affirm CEO Max Levchin on Quarterly Results, Zillow CEO Rich Barton on Earnings Beat & NFL Players Investing in Crypto 11.02.2022 42:41
Our anchors begin today’s show breaking down the NFL’s ratings, broadcast rights and more with our Julia Boorstin, live from SoFi Stadium in California, home to this weekend’s Super Bowl. Then, Affirm Founder and CEO Max Levchin discusses the buy-now-pay-later platform’s latest results in a first-on interview, and NFL Chief Media and Business Officer Brian Rolapp breaks down the league’s media dea...
TechCheck+ The Metaverse Garbage Dump 10.02.2022 11:49
TechCheck’s Deirdre Bosa spoke with Tech writer and author of the Garbage Day newsletter, Ryan Broderick, about the future of social media. Broderick argues that the way Facebook has fostered content over the past decade could spell the end of their metaverse before it even begins. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of...
Binance CEO Changpeng Zhao on Forbes Investment, Disney’s Results Beat the Street & Sonos CEO Patrick Spence Breaks Down Earnings 10.02.2022 43:08
Our anchors start today’s show recapping Disney’s latest earnings beat, with highlights from our Julia Boorstin’s recent interview with CEO Bob Chapek. Then, Binance CEO Changpeng Zhao joins for an exclusive interview after the crypto trading platform announced a $200 million strategic investment in Forbes as the magazine looks to go public via SPAC. Next, Bank of America analyst Jessica Ehrlich t...
TechCheck + Bolt founder Ryan Breslow 09.02.2022 26:04
TechCheck’s Deirdre Bosa spoke with Ryan Breslow, founder of the “one-click” checkout tech company Bolt Financial, to chat about fintech competition and his recent Twitter thread arguing that accelerator program Y Combinator and Stripe are the “mob bosses of Silicon Valley.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of person...
Congressional Stock Trading Ban Gains Ground, Doximity CEO Jeff Tangney on Latest Earnings & Arm CEO Rene Haas on Plans to Go Public 09.02.2022 42:54
Our anchors begin today’s show breaking down Meta’s plunging market cap, ride-hailing app Lyft’s Q4 earnings and rumors surrounding Microsoft acquiring cybersecurity firm Mandiant with Wheelhouse Capital CIO Ann Berry. Then, CNBC’s Ylan Mui joins with new developments on a potential stock trading ban for congressional lawmakers, and our Julia Boorstin previews Disney’s earnings after the bell. Nex...
TechCheck+ VanEck CEO Jan van Eck 08.02.2022 15:39
As the SEC seeks public comments on a spot bitcoin ETF proposal, CNBC TechCheck’s Deirdre Bosa chats with Jan van Eck, CEO of VanEck. They do a deep dive on all things crypto including possible regulation, recent volatility in Bitcoin and Ethereum, as well as stablecoins. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal...
Peloton CEO John Foley Steps Down, Nvidia’s Acquisition of Arm Collapses & The Connection Between Equity and EdTech 08.02.2022 44:14
Our anchors start today’s show covering the resignation of Peloton CEO John Foley, with insight on incoming CEO Barry McCarthy from our Julia Boorstin. Then, Fundstrat Global Advisors Managing Partner Tom Lee joins to discuss slumping stay-at-home stocks, and CNBC’s Steve Liesman covers 2021’s $1 trillion increase in household debt nationwide. Next, Bernstein Research Managing Director and Senior...
Amazon’s Rumored Peloton Acquisition, Breaking Down Meta’s Earnings Fallout & IRS Guidance on Reporting Crypto Holdings 07.02.2022 42:39
Our anchors begin today’s show covering rumors that Amazon could be acquiring interactive fitness platform Peloton, with analysis from Plexo Capital Founding Managing Partner Lo Toney. Then, CNBC’s Mike Santoli breaks down the widening divergence among big tech names, and Arjuna Capital Managing Partner Natasha Lamb joins to discuss the fallout from Meta’s disappointing earnings last week. Next, U...
Amazon Surges on Strong Earnings, Snap CEO Evan Spiegel on Quarterly Results & House Legislators Pass the America COMPETES Act 04.02.2022 44:21
Our anchors start today’s show covering shares of Amazon surging on the e-commerce giant’s Q4 earnings, with analysis on both those numbers and the week’s other big tech results from Satori Fund Founder Dan Niles. Then, Snap CEO Evan Spiegel joins for an exclusive interview after the social media firm posted strong earnings in its first profitable quarter ever. Next, CNBC’s Ylan Mui delivers break...
Meta Shares Sink on Weak Earnings, Previewing Amazon’s Q4 Results & Senate Committee Advances Tech Competition Bill 03.02.2022 44:24
Our anchors start today’s show covering Meta’s shares plunging after posting weak earnings and previewing Amazon’s Q4 results after the bell, with insight from Needham Senior Analyst Laura Martin. Next, CNBC’s Mike Santoli covers Meta’s disappointing quarter dragging the Nasdaq lower, and Redburn Partner Nick Delfas joins for an in-depth conversation on Spotify. Then, our Julia Boorstin highlights...
Breaking Down Alphabet’s Earnings, PayPal’s Underwhelming Guidance & Jack Dorsey’s Meta Criticism 02.02.2022 44:23
Our anchors begin today’s show covering Google parent Alphabet’s earnings beating Street expectations, with analysis from CNBC’s Mike Santoli. Then, our Julia Boorstin profiles what Alphabet’s Q4 could mean for Meta and Spotify’s earnings after the bell, and CNBC’s Kate Rooney covers PayPal’s latest results and underwhelming guidance after speaking with CEO Dan Schulman. Next, Bank of America anal...
TechCheck+ TerraZero CEO Dan Reitzik 01.02.2022 20:27
CNBC TechCheck’s Deirdre Bosa chats with Dan Reitzik, director and CEO of TerraZero, a metaverse developer. The company issued one of the first mortgages in the metaverse. They’ll discuss the digital land grab, as well the company’s broader strategy to develop, acquire and finance projects in the metaverse. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about...
AT&T Spins Off WarnerMedia, Recapping 2022’s Massive Gaming Deals & A Preview of Alphabet’s Earnings 01.02.2022 44:18
Our anchors start today’s show looking at stocks bouncing back to start February, and Calixto Global Investors Founder and Portfolio Manager Eduardo Costa visits to discuss opportunities in tech as he repositions within software. Then, our Julia Boorstin reports on AT&T’s plans to spin off WarnerMedia and merge the entertainment giant with mass media firm Discovery. Next, Verge Editor-in-Chief Nil...
Nasdaq Rallies to End January, Spotify’s New Covid Misinformation Precautions & Micron CEO Sanjay Mehrotra on Chip Industry Expectations 31.01.2022 44:20
Our anchors begin today’s show with CNBC’s Mike Santoli covering the Nasdaq’s rally to end the month. Then, our Julia Boorstin reports on streaming giant Spotify taking steps to prevent the spread of Covid misinformation, and Citi Managing Director Jason Bazinet joins after upgrading Netflix and Spotify. Next, chipmaker Micron CEO Sanjay Mehrotra shares his expectations for the industry following...
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