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

Apple Sees Record Quarterly Revenue in Latest Results, Robinhood’s Losses Exceed Street Expectations & A Look at Next Week’s Tech Earnings 28.01.2022

Our anchors begin today’s show with a closer look at Apple’s latest earnings after the tech giant saw its largest quarterly revenues ever, joined by Bernstein Research analyst Toni Sacconaghi. Then, CNBC’s Kate Rooney covers trading platform Robinhood reporting deeper losses and lower guidance than the Street expected after posting results Thursday after the bell. Next, we circle back to Apple wit...

Intel CEO Pat Gelsinger on Latest Earnings, Softbank COO Marcelo Claure’s Plans to Step Down & Pershing Square’s Massive Netflix Investment 27.01.2022

Our anchors start today’s show joined by Intel CEO Pat Gelsinger in a first-on interview after the chipmaker posted earnings yesterday. Then, CNBC’s Andrew Ross Sorkin reports on Softbank COO Marcelo Claure’s plans to step down, and CNBC’s Mike Santoli breaks down the tech stock rally and the volatility hitting the sector. Next, Guggenheim Managing Director of Automotive Research Ali Faghri discus...

Microsoft’s Earnings Beat Street Estimates, WarnerMedia CEO Jason Kilar on Discovery Merger & Tech Mega-Cap Investment Opportunities 26.01.2022

Our anchors begin today’s show covering Microsoft’s latest earnings report, with insight from Citi Senior Equity Research Analyst Tyler Radke. Then, our Julia Boorstin sits down with WarnerMedia CEO Jason Kilar after AT&T posted results this morning and updated its timeline for the entertainment company’s merger with mass media firm Discovery. Next, Matrix Asset Advisors CIO David Katz joins for m...

Commerce Department Releases New Chip Shortage Report, Okta CEO Todd McKinnon on Business Trends & GM’s $7 Billion Electric Vehicle Investment 25.01.2022

Our anchors begin today’s show with CNBC’s Mike Santoli, who analyzes the current trading price of cloud firm Snowflake. Then, Plexo Capital Founding Managing Partner Lo Toney breaks down investment opportunities amid the ongoing tech volatility, and CNBC’s Kayla Tausche covers a recent Department of Commerce report on the nation’s chip shortage. Next, our Julia Boorstin takes a look at Apple and...

Crypto Crash Hits Bitcoin and Ethereum, Investment Opportunities in Payments & Robinhood’s IPO Access Program Sees Stocks Slump 24.01.2022

Our anchors begin today’s show breaking down the relationship between stocks and rates with CNBC’s Mike Santoli, and Satori Fund Founder Dan Niles joins with in-depth analysis on the tech sell-off. Then, CNBC’s Kate Rooney profiles the ongoing crypto crash, and Mark Asset Management CEO and Managing Partner Morris Mark discusses Netflix’s continued plunge after the streaming giant reported results...

Netflix Shares Plunge on Q4 Results, Intel Announces New Plants in Ohio & Airbnb Co-Founder and CEO Brian Chesky’s Nationwide Rental Journey 21.01.2022

Our anchors start today’s show covering shares of streaming giant Netflix plunging after reporting Q4 results and interactive fitness company Peloton temporarily halting production of key bikes and treadmills, with insight from Verge Editor-in-Chief Nilay Patel. Then, CNBC’s Mike Santoli reports on the deepening sell-off, and our Jon Fortt recaps his earlier interview with Intel CEO Pat Gelsinger...

The Nasdaq Enters Correction Territory, Piper Sandler Downgrades AMD to Neutral & Previewing Tonight’s Netflix Earnings 20.01.2022

Our anchors begin today’s show with CNBC’s Mike Santoli covering the Nasdaq’s historic drop to start the year as the index enters correction territory. Then, Index Ventures Partner Nina Achadjian joins to discuss the current drop-off in valuations and the potential for an increase in big tech M&A. Next, Piper Sandler analyst Harsh Kumar visits after downgrading chipmaker AMD to neutral and lowerin...

Former FTC Chair Bill Kovacic on Big Tech Regulation, SoFi Receives Approval to Become a Bank & Airline Safety Concerns Surrounding the Nationwide 5G Rollout 19.01.2022

Our anchors begin today’s show looking at market moves driving the current tech sell-off, with analysis from CNBC’s Mike Santoli. Then, former Federal Trade Commission Chair Bill Kovacic explains the antitrust implications of the FTC and Department of Justice looking to rewrite the country’s business merger guidelines. Next, CNBC’s Kate Rooney reports on personal finance firm SoFi receiving regula...

Microsoft’s $68.7 Billion Acquisition of Activision, Investor Chamath Palihapitiya’s Controversial Uyghur Comments & Gopuff’s Private Label Launch 18.01.2022

Our anchors start today’s show covering Microsoft’s plans to acquire video game publisher Activision for $68.7 billion, with insight from Wells Fargo Chairman of Global Internet Investment Banking Bob Peck. Then, CNBC’s Mike Santoli looks at the S&P and Nasdaq’s ongoing sell-off, and Irreverent Labs CEO Rahul Sood joins for more on the mega-deal between Activision and Microsoft. Our Jon Fortt also...

Tech’s Continued Sell-Off, Increased Gaming Interest Across Social Media & Sexism Allegations Against SpaceX 14.01.2022

Our anchors begin today’s show joined by CNBC’s Dom Chu, who covers the recent tech sell-off with the Nasdaq on track for its third consecutive negative week. Then, Credit Suisse Co-Head of Quantitative Research and Senior Equity Strategist Patrick Palfrey joins with thoughts on the potential for low PE stocks to lead the market in 2022. CNBC’s Courtney Reagan also reports on December’s decrease i...

TSMC’s Record Q4 Profits, Checkout.com’s $1 Billion Series D Round & Chegg CEO Dan Rosensweig on the Future of EdTech 13.01.2022

Our anchors start today’s show covering chipmaker TSMC’s Q4 results, with insight and top sector picks from Cambiar Investors Investment Principal Joseph Chin. Then, CNBC’s Leslie Picker reports on the trading debut of private equity firm TPG, and former Amazon Studios Head of Strategy Matthew Ball provides a look at opportunities in the metaverse. Checkout.com CEO Guillaume Pousaz also visits aft...

Apple’s Reported MLB Streaming Talks, Redwood Materials CEO JB Straubel on EV Batteries & Bitcoin Leverage Hits a Record High 12.01.2022

Our anchors start today’s show with software valuations amid a series of calls on growth stocks, joined by GGV Capital Managing Partner Jeff Richards. Then, our Julia Boorstin covers Apple’s reported interest in acquiring the rights to stream MLB games on select regular season weekdays. Next, Bank of America analyst Jason Kupferberg discusses his decision to upgrade Coinbase to a buy rating, and C...

Key Factors Weighing on Tech Stocks, Fed Chair Jerome Powell’s Confirmation Hearing & GameStop’s NFT Marketplace Plans 11.01.2022

Our anchors begin today’s show taking a look at inflation, rising rates and comments from the Fed currently weighing on tech stocks, with insight from Wedgewood Partners CIO David Rolfe. We also track Fed Chair Jerome Powell’s confirmation hearing as he appears before the Senate Banking Committee in search of a second term leading the central bank. Later, CNBC’s Frank Holland reports on the first...

Tech Opportunities Amid the Nasdaq’s Sell-Off, Take-Two Interactive’s Plans to Acquire Zynga & Merck CEO Robert Davis on Covid Treatments 10.01.2022

Our anchors begin today’s show looking at the Nasdaq’s sell-off, with insight on the sector from CNBC’s Mike Santoli. Next, Plexo Capital Managing Partner Lo Toney joins to discuss investment opportunities in tech for 2022 and video game publisher Take-Two Interactive’s planned acquisition of mobile game developer Zynga. Then, CNBC’s Meg Tirrell interviews Merck CEO Robert Davis from the virtual J...

Tech Stocks Slide to Start 2022, Goldman Sachs’ Top Software Picks for the Year Ahead & New York Times CEO Meredith Kopit Levien on Plans to Acquire The Athletic 07.01.2022

Our anchors begin today’s show looking at the Nasdaq on track for its worst week since November, with insight on the downturn from Pacaso and Zillow Co-Founder Spencer Rascoff. Next, we talk software with Goldman Sachs analyst Kash Rangan, who delivers some top picks for the year ahead including Microsoft, Salesforce and Adobe. Then, our Jon Fortt brings us his interview with Abbott Laboratories C...

Tech’s Big Tumble, Exclusive Interview with Logitech CEO Bracken Darrell & Fed Tightening Hits Fintech and Cloud Stocks 06.01.2022

Our anchors begin today’s show covering the tech sell-off with Satori Fund Founder Dan Niles, who also shares his top picks for 2022. Then, CNBC’s Eamon Javers covers the changes social media platforms have made in the wake of the Capitol riots last January 6th. Also, Logitech CEO Bracken Darrell joins in an exclusive interview as part of our Consumer Tech Week to highlight various consumer tech t...

Qualcomm CEO Cristiano Amon on Expansion Into Autos, Exclusive Interview with Amazon SVP of Devices and Services Dave Limp & HP CEO Enrique Lores on Newly Announced Products 05.01.2022

Our anchors begin today’s show looking at negative tech sentiment with CNBC’s Mike Santoli after UBS downgraded the entire sector to neutral. Then, Qualcomm CEO Cristiano Amon joins in a first on CNBC interview to discuss expansion into the automotive space. Next, Amazon SVP of Devices and Services David Limp visits in an exclusive interview to talk Alexa, the company’s Astro robot and much more....

Elizabeth Holmes’ Partially Guilty Verdict, Exclusive Interview with AMD CEO Lisa Su & A Final Send-off for Blackberry Phones 04.01.2022

Our anchors begin today’s show with CNBC’s Yasmin Khorram recapping the partially guilty verdict in the trial of Elizabeth Holmes. Next, Byron Deeter of Bessemer Venture Partners delivers some of his top cloud picks for the year ahead, including Datadog and Snowflake. Then, AMD CEO Lisa Su joins in an exclusive interview to kick off our Consumer Tech Week as AMD announces 25 new products today. We...

Tech Outlook for 2022, Tesla’s Record Deliveries & Slow Ventures’ Sam Lessin on Crypto and Web3 03.01.2022

Our anchors start off today’s show with the latest bullish chip calls. Then, New Street Advisors Founder and CEO Delano Saporu joins to share his outlook for tech in 2022. CNBC’s Phil LeBeau also covers Tesla’s record deliveries for the latest quarter and Wedbush Securities Analyst Dan Ives joins for more on the stock. Next, we have Slow Ventures General Partner Sam Lessin to talk all things crypt...

The Tale of Tech in 2021, A Look at Top Semi Stocks For the Year Ahead & Heliogen’s Public Debut Via SPAC 31.12.2021

Our anchors begin the last show of 2021 taking a look at the wild ride for tech stocks this past year. Then, we focus on Disney, one of the year’s worst performing big-caps, with Arjuna Capital Managing Partner Natasha Lamb. Next, Moor Insights & Strategy President and Principal Analyst Patrick Moorhead delivers his top semiconductor picks amid a huge year for sector names including Nvidia, Applie...

Wall Street’s Favorite Mega-Caps, Quick Commerce Companies Promising 15-Minute Deliveries & VanEck Associates CEO Jan van Eck on Bitcoin and ETFs in 2022 30.12.2021

Our anchors begin today’s show with CNBC’s Josh Lipton taking a look at Apple, Microsoft and Nvidia, three of Wall Street’s favorite mega-caps. Then, guest anchor CNBC’s Kayla Tausche focuses on lawmakers pushing President Biden to prioritize big tech regulation, and Former Uber Chief Business Officer Emil Michael visits to talk quick commerce companies promising deliveries in 15 minutes or less....

Fintech’s Recent Fall, Evercore’s Top Five Product Catalysts of 2022 & Tech’s Favorite Tax Loophole 29.12.2021

Our anchors begin today’s show highlighting the underperformance of fintech, with insight from Mizuho Managing Director Dan Dolev on opportunities within the sector. Next, CNBC’s Mike Santoli joins to cover the mega-cap stocks driving the market’s latest rally. Evercore ISI Head of Internet Research Mark Mahaney also focuses on his top five product development catalysts in 2022, including Uber’s s...

Apple Closes NYC Stores Amid Covid Surge, Mizuho Securities Analyst Vijay Rakesh on Chipmakers to Watch in 2022 & Automattic CEO Matt Mullenweg on the Internet’s Future 28.12.2021

Our anchors begin today’s show with Apple closing its New York City stores due to omicron concerns as the stock once again inches towards a $3 trillion market cap. Then, Leuthold Group Chief Investment Strategist Jim Paulsen discusses his outlook for 2022, including his projection that tech and growth stocks will underperform broader market plays in the first half of new year. Next, our team shift...

S&P Reaches a Record High, Truist’s Top Internet Picks for 2022 & Why Bitcoin is Worse Than a Ponzi Scheme 27.12.2021

Our anchors begin today’s show with insight from CNBC’s Mike Santoli on the S&P hitting a record high and stocks having the greatest impact on the index this year. Next, CNBC’s Courtney Reagan covers retail winners from this holiday season, and Wilmington Trust’s Meghan Shue offers guidance on tech stocks in the year ahead. Truist Securities Senior Internet Analyst Youssef Squali also delivers his...

The Satori Fund’s Dan Niles Talks Tech Picks, Trivago CEO Axel Hefer on Holiday Travel Trends & Exclusive Interview with Dwayne Johnson 23.12.2021

Our anchors begin today’s show looking at the S&P hovering within 1% of all-time highs, with tech outperforming all other sectors on the week. Next, Dan Niles, founder and senior portfolio manager of the Satori Fund, joins with his top tech picks of 2022, and our Julia Boorstin highlights why shares of JD.com are sinking today. Trivago CEO Axel Hefer also visits with insight into how the omicron v...

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