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
Bitcoin’s Tumble, Tesla Bull Turns Bearish & Qualcomm CEO on Investor Day 16.11.2021 42:51
Our anchors start off the morning with today’s sell-off in crypto and comments from Twitter CFO Ned Segal that it doesn’t make sense for the company to put crypto on its balance sheet. Then, Wedbush Securities’ Joel Kulina is here to discuss fintech stocks, metaverse plays and much more. Plus, we’re diving into quantum computing today— CNBC’s Eamon Javers covers its importance to America’s securit...
CNBC’s Jim Cramer Makes His TechCheck Debut, Bill.com CEO Talks Growth Trajectory & Into the Icelandverse 15.11.2021 42:33
Our anchors kick off this morning with CNBC’s Jim Cramer on his top stock picks in the electric vehicle and semiconductor sectors. Then, Bill.com Founder and CEO René Lacerte joins to discuss opportunity in the small and medium sized business space. Next, Fundstrat’s Tom Lee is here to give his take on markets and Bitcoin, which he says will top $100k before the end of the year. Plus, CNBC’s Macke...
Bullish Options Run Wild, Nvidia Gets a Downgrade & Mark Zuckerberg’s Hail Mary Play 12.11.2021 44:17
Our anchors start off the morning with a discussion on what Big Tech break-ups would look like after this week’s break-up announcements from General Electric, Toshiba and Johnson & Johnson. Then, The Wall Street Journal’s Gunjan Banerji joins to discuss retail investors, options trading and much more. Also, CNBC’s Julia Boorstin is here to talk Disney as the company celebrates the 2-year anniversa...
Bumble CEO Talks Optimistic Outlook, Affirm CEO on the Quarter & Weave CEO on Public Debut 11.11.2021 44:21
Our anchors kick off the morning with CNBC’s Julia Boorstin on Disney’s earnings results sending the stock lower this morning. Then, CNBC’s Phil LeBeau joins to cover Rivian after the company made its public debut yesterday. Next, CNBC’s Kate Rooney is here with the details on fintech earnings movers Affirm and Sofi. Also, Bumble CEO Whitney Wolfe Herd joins to discuss the latest quarter and her o...
Rivian’s Highly Anticipated Public Debut, Unity Software CEO on Earnings & FuboTV CEO on Third Quarter Results 10.11.2021 44:23
Our anchors break down DoorDash and Coinbase’s earnings results to start off the morning. Then, CNBC’s Phil LeBeau joins to cover Rivian ahead of its highly anticipated public debut. Next, “Newcomer” Substack Writer Eric Newcomer is here to share why he’s bearish on the EV maker. Also, we have Unity Software CEO John Riccitiello to talk the company’s latest earnings report, the metaverse and its p...
Roblox Surges Post-Earnings, Checking in on Chips & Why to Be Bullish on Three Hard-to-Love Stocks 09.11.2021 44:22
Our anchors start off today with the massive move to the upside in Roblox’s stock post-earnings. Then, CNBC’s Kate Rooney joins to cover the story on Robinhood’s data security breach. We also have the details on PayPal plummeting today after issuing disappointing revenue guidance. Next, we break down comments from Apple CEO Tim Cook on Apple Pay and crypto. Then, Wells Fargo Semiconductor Analyst...
Elon Musk’s Tesla Twitter Poll, Confluent CEO on the Quarter & Substack CEO Talks Social Media 08.11.2021 46:51
Our anchors kick off the morning with some of this year’s tech winners and losers. Then, CNBC’s Robert Frank joins to cover Elon Musk, Tesla, taxes and a Twitter poll. Next, we bring in Canaccord Analyst Jed Dorsheimer for more on Tesla with the stock moving lower this morning. Then, Confluent Co-Founder and CEO Jay Kreps joins as the company’s shares get a boost off of strong earnings. Later, CNB...
Peloton Plummets Post-Earnings, Dropbox CEO Drew Houston on the Quarter & Microchip Technology CEO on Record Results 05.11.2021 40:11
Our anchors kick off this Friday morning with all the earnings movers: Peloton, Airbnb, Square, Pinterest and Uber. We also hear from Airbnb CEO Brian Chesky on the company’s focus. Then, Dropbox Co-Founder and CEO Drew Houston joins to discuss the company’s latest quarter with shares dropping today despite reporting a beat. Later, we return to Peloton with Truist Securities’ Youssef Squali as the...
Satori Fund’s Dan Niles Says Apple is the Most Overpriced Tech Stock, Ford CFO on Electric Vehicle Ambitions & Bird CEO on Public Debut 04.11.2021 43:58
Our anchors start off today with Qualcomm’s strong quarter and Roku’s disappointing results. Then, Satori Fund Founder Dan Niles joins to share why he thinks Apple is the most overpriced tech stock that exists and much more. We also have CNBC’s Phil LeBeau join with Ford CFO John Lawler to discuss the company’s $30 billion spending plan for electric vehicles. Then, CNBC’s Mike Santoli is here to t...
Are Stocks Too Hot?, Post-Lyft and Pre-Uber Earnings & Into the Metaverse 03.11.2021 42:44
Our anchors start off the show with CNBC’s Mike Santoli taking a look at whether stocks are too hot right now. Then, NYU Stern School of Business Professor Aswath Damodaran joins to talk markets, Tesla, meme stocks and more. We also cover today’s downgrades on Zillow after the company said it will be scrapping its home flipping business. Next, Former Uber for Business SVP Emil Michael is here to t...
Today’s Tesla Pullback, Circle CEO on Stablecoin Regulation & On Semiconductor on the Quarter 02.11.2021 43:08
Our anchors start off the morning with CNBC’s Phil LeBeau on Tesla with the stock in the red today after Musk tweeted the company’s deal with Hertz has yet to be signed. LeBeau also has the details on EV start-up Rivian, which is slated to go public next week with an expected valuation north of $53 billion. Then, Nuveen Global Equities CIO Saira Malik is here to share her outlook for the tech sect...
Morgan Stanley Names Spotify a Top Pick, From Facebook to Meta & CEO of Coinbase Competitor Kraken 01.11.2021 43:19
Our anchors start off the morning with CNBC’s Dom Chu on some key themes to watch one month into Q4. Then, Morgan Stanley Analyst Benjamin Swinburne joins on his latest note where he names Spotify a top pick. Next, Former VMware COO Sanjay Poonen is here to talk the biggest winners in cloud and cybersecurity. We also have Wall Street Journal Personal Tech Columnist Joanna Stern to share her though...
Amazon and Apple Post Disappointing Earnings, Facebook’s Meta-Morphosis & October’s Tech Movers 29.10.2021 46:48
Our anchors start off the show with Apple and Amazon in the red after posting disappointing earnings largely due to supply chain issues. Then, CNBC’s Josh Lipton joins with more details on Apple’s results after speaking with CEO Tim Cook yesterday. Next, Citi Analyst Jim Suva is here to share his take on Apple, which he has a buy rating on. Also, Evercore ISI Head of Internet Research Mark Mahaney...
Exclusive with Intel CEO Pat Gelsinger, GlobalFoundries CEO on Market Debut & Awaiting Apple Earnings 28.10.2021 59:43
Our anchors start off the morning with CNBC’s Mike Santoli on mega-cap tech versus growth stocks. We also cover high-growth tech taking a step back with names like Twilio and eBay dropping after earnings. Plus, GlobalFoundries CEO Thomas Caulfield joins as the company makes its debut on the Nasdaq today. Also, CNBC’s Kate Rooney is here to cover Senator Toomey’s bill to protect revenue from paymen...
Breaking Down Microsoft and Alphabet Earnings, Robinhood’s Lackluster Quarter & Informatica CEO on IPO Day 27.10.2021 43:47
Our anchors start off today’s show with Microsoft and Alphabet’s strong quarters reported after the bell yesterday. Then, Morgan Stanley Analyst Keith Weiss, who has an overweight rating on Microsoft, joins to further discuss the company post-earnings. Next, Piper Sandler’s Rich Repetto is here to talk Robinhood’s latest quarter, which sent shares below their IPO price. Also, CNBC’s Julia Boorstin...
Facebook Post-Earnings, Tesla Hits $1 Trillion & Exclusive Interview with Adobe CEO Shantanu Narayen 26.10.2021 44:20
Our anchors start off the morning with CNBC’s Julia Boorstin to talk Facebook after the company reported its earnings results last night. Then, CNBC’s Mike Santoli is here to cover Tesla’s run as the company tops a $1 trillion market cap. Next, CNBC’s Kate Rooney joins to discuss Robinhood ahead of its earnings report set for after the bell today. Plus, Adobe CEO Shantanu Narayen joins in his firs...
Big Tech on Deck, Facebook Facing Headwinds & Unpacking Amazon 25.10.2021 44:17
Our anchors start off this busy week of tech earnings with the details on Snap feeling the impact of Apple’s privacy changes in its latest earnings report. Then, Plexo Capital Managing Partner Lo Toney joins for more on what to expect out of earnings this week. Plus, a number of new reports are out on Facebook this morning ahead of the company’s earnings slated for after the bell. Platformer Edito...
Social Media Stocks Stumble, Intel CEO on the Quarter & Robinhood’s Gamification of Stocks 22.10.2021 43:16
Our anchors start off this Friday morning with Snap stumbling post-earnings in large part due the impact of Apple’s new privacy changes on the company. We also cover Intel’s stock slide after its latest earnings report. Then, Wedgewood Partners CIO David Rolfe joins to discuss the social media space as well as share his take on PayPal’s potential acquisition of Pinterest. Next, Intel CEO Pat Gelsi...
PayPal’s Pinterest Interest, WeWork Makes its Market Debut & Big Tech’s Geopolitical Pull 21.10.2021 41:56
Our anchors kick off today’s show with the details on PayPal exploring an acquisition of Pinterest. Then, CNBC’s Phil LeBeau covers Tesla’s earnings beat reported last night. Plus, we cover WeWork finally going public today two years after its failed IPO. Then, Eurasia Group President Ian Bremmer joins to discuss the power of Big Tech today. Next, Bow Capital Founder and WeWork Board Member Vivek...
Breaking Down Netflix Earnings, iPod Inventor Talks Hardware & PayPal Explores Pinterest Acquisition 20.10.2021 45:32
Our anchors start off the show with CNBC’s Julia Boorstin covering Netflix’s earnings released yesterday. Then, Moffett Nathanson Founding Partner Michael Nathanson joins for his take on the company post-earnings. We also cover a report that a Facebook name change may be on its way. Next, iPod Inventor and iPhone Co-Inventor Tony Fadell joins to discuss Big Tech’s hardware play. Plus, we cover a r...
First Bitcoin Futures ETF Makes its Debut, What to Expect from Netflix Earnings & Breaking Down Apple’s “Unleashed” Event 19.10.2021 43:04
Our anchors start off today’s show with the announcements out of Apple’s “Unleashed” event yesterday, including new chips. Then, CNBC’s Kate Rooney joins to discuss the first-ever Bitcoin futures ETF making its debut today. Next, CNBC’s Bob Pisani is here to talk crypto, trading and gamification after his conversation with SEC Chair Gary Gensler this morning. Also, CNBC’s Julia Boorstin brings us...
Tracking Facebook’s Fallout, What to Expect from Apple’s “Unleashed” Event & Bakkt CEO on Going Public via SPAC 18.10.2021 42:44
Our anchors start off the morning with the latest street calls on streaming companies Netflix and Disney. Then, Pacaso Co-Founder Spencer Rascoff joins to give his take on the latest headlines out of Facebook as we continue to track the company’s fallout. We also have The Wall Street Journal’s Joanna Stern on what to expect from Apple’s “Unleashed” event slated for later today. Plus, CNBC’s Mike S...
Investor Concerns for Q4, Bitcoin Hits 60K & Roblox CEO on the Metaverse 15.10.2021 44:05
Our anchors start off this Friday morning with skepticism from the street on tech earnings for the fourth quarter. Then, RBC Capital Internet Analyst Brad Erickson joins on his latest note to talk the risks ahead for names like Facebook. Plus, we cover Bitcoin hitting 60K for the first time since mid-April as the SEC prepares to approve several Bitcoin ETFs. Next, Roblox Founder and CEO David Basz...
Today’s Nasdaq Rally, Lebron James’ Production Company Hits $725 Million Valuation & GitLab CEO on Market Debut 14.10.2021 44:00
Our anchors start off the show with Fundstrat’s Tom Lee to give his take on market as the Nasdaq rallies by more than 1 percent. Next, SpringHill Company CEO and Lebron James’ business partner Maverick Carter joins as the company sells a minority stake and hits a $725 million valuation. We also cover Shopify’s new partnerships with Microsoft and Oracle to help businesses streamline their operation...
Apple’s Supply Chain Squeeze, The Fintech Effect & SeatGeek to Go Public via Billy Beane’s SPAC 13.10.2021 29:05
Our anchors kick off today’s show with CNBC’s Morgan Brennan tracking Blue Origin’s successful space flight this morning. Then, we cover a report that Apple could cut its iPhone 13 production targets by 10 million units due to the global chip supply shortage. Next, Wolfe Research’s Darrin Peller joins to discuss the fintech space after JPMorgan Chase reported an earnings beat this morning. Plus, w...
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