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

Is Facebook Investable?, Piper Sandler’s Top Picks in Cloud & A Crypto Nightmare 12.10.2021

Our anchors start off the show with Bernstein Analyst Mark Shmulik on his note calling Facebook “internet’s third rail” and posing the question “is Facebook investable?” Then, we bring in Angel Investor Jason Calacanis to debate whether now is the right time to buy Facebook stock. We also cover JPMorgan Chase CEO Jamie Dimon’s latest comments on Bitcoin and this morning’s upgrades of Square and Ai...

Facebook’s Fallout w/ David Sacks on Defense, Apple’s Appeal in Epic Games Case, and Checking up on the Metaverse 11.10.2021

Our anchors are back this Monday with friend of the show Lo Toney of Plexo Capital co-hosting while Carl is out. The gang digs into the Facebook fallout after last week’s complications for the social network and Apple’s appeal of the recent epic games ruling. We then turn to CNBC’s Dom Chu for a look at today’s opportunities amid the month’s volatility in the tech sector. We’re then joined by Craf...

Highlights from Tesla’s Shareholder Meeting, What to Expect From Q3 Tech Earnings & Wrapping Up Facebook’s Rough Week 08.10.2021

Our anchors kick off this Friday morning with CNBC’s Dom Chu to check in on tech’s volatile week. Then, CNBC’s Phil LeBeau is here to cover the highlights from Tesla’s annual shareholder meeting yesterday. Next, Datatrek Co-Founder Nick Colas joins to discuss what to expect from Q3 earnings for Big Tech. We also have ServiceNow CEO Bill McDermott and Celonis Co-Founder and Co-CEO Alexander Rinke o...

Bullish on Square, How to Fix Facebook & Abbott Laboratories CEO Talks Health Tech 07.10.2021

Our anchors start off the show with CNBC’s Mike Santoli as the market rallies this morning. Then, Jefferies Analyst Trevor Williams is here to talk why he is bullish on Square. Next, we have NZS Capital Co-Founder Brad Slingerlend to discuss some of his picks in cloud, social media and cybersecurity. Later, New York Times Tech Reporter Shira Ovide joins to share ideas from her latest column “How t...

Mark Zuckerberg Responds to Whistleblower’s Claims, Box CEO’s First Media Appearance Since Winning Proxy Battle & Upstart CEO on New Auto Retail Product 06.10.2021

Our anchors kick off this morning with CNBC’s Dom Chu checking in on tech stocks as the Nasdaq makes a comeback from a steep drop earlier. Then, we cover Mark Zuckerberg’s response to whistleblower Frances Haugen’s claims. Also, Needham Portfolio Manager Chris Retzler is here to give his take on the semiconductor space. Plus, Box Co-Founder and CEO Aaron Levie joins in his first media appearance s...

Facebook Whistleblower Frances Haugen Testifies Before Senate Commerce Subcommittee on Consumer Protection 05.10.2021

Our anchors have been tracking Facebook’s fallout since The Wall Street Journal published a series of articles “The Facebook Files,” detailing that Facebook knows it causes harm through its platforms. The reports were based on documents provided by whistleblower and Former Facebook Product Manager Frances Haugen who revealed her identity Sunday night on “60 Minutes.” Today, Haugen testifies before...

Today’s Tech Stock Carnage, Facebook Whistleblower Identity Revealed & Facebook’s Global Head of Safety Antigone Davis Speaks Out 04.10.2021

Our anchors kick off the morning with CNBC’s Mike Santoli on today’s market sell-off as we come off of a weak September. Then, Wedbush Securities’ Joel Kulina joins to give his take on the market, including his thoughts on supply chain issues, social media stocks and more. Next, we cover the Facebook whistleblower Frances Haugen who revealed her identity last night and New York Times Columnist Kar...

Kicking Off Q4, Amazon SVP of Hardware on Company’s New Robot “Astro” & Tracking Facebook’s Hearing 01.10.2021

Our anchors start off this Friday morning with CNBC’s Dom Chu on tech stocks at a bargain to start the fourth quarter. Then, we cover Zoom and Five9 calling off their $14.9 billion deal and discuss the highlights from yesterday’s Facebook hearing. Also, CNBC’s Jon Fortt had an exclusive demo with Amazon’s new robot “Astro.” Next, Wedgewood Partners CIO David Rolfe is here to talk markets and inves...

Facebook Back on Defense, The Pied Piper of SPACs & Microsoft Corporate VP on Slate of New Devices 30.09.2021

Our anchors kick off this morning on Facebook as the company defends how its platforms impact teens on Capitol Hill today. With shares of Facebook down more than 10 percent this month we speak to Goldman Sachs Managing Director Eric Sheridan who has a buy rating on the stock. Then, The New Yorker Contributor Charles Duhigg, who wrote a popular profile on Social Capital CEO Chamath Palihapitiya, jo...

Tech Bouncing Back, Upfront Ventures Partner Mark Suster on Investment Outlook & TCV Founding General Partner Jay Hoag Talks Netflix 29.09.2021

Our anchors kick off the show from the Code Conference in Los Angeles with reactions to Elon Musk’s comments on crypto yesterday. Then, Plexo Capital Managing Partner Lo Toney joins to cover more the themes from the conference. We also get Toney’s reaction to comments from European Commission Executive VP Margrethe Vestager on regulating Big Tech from her interview with CNBC’s Carl Quintanilla. Ne...

Tracking Today’s Sell-Off, Breyer Capital Founder Jim Breyer on the Market & Kara Swisher Live From the Code Conference 28.09.2021

Our anchors kick off the show with today’s market sell-off live from the Code Conference in Los Angeles. Then, Breyer Capital Founder and CEO Jim Breyer joins to give his take on the sell-off, semiconductors, Facebook and much more. Next, we bring in New York Times Contributor and “Sway” podcast host Kara Swisher to break down some of Code’s most notable moments, including comments from Microsoft...

Instagram Pauses Kids Product, Bank of America’s Take on Netflix & Bolt CEO on Company’s 4-Day Workweek 27.09.2021

Our anchors kick off the morning with Kindred Ventures Co-Founder Kanyi Maqubela on today’s trendiest stories including Instagram putting its kids product on hold and Google Cloud slashing its marketplace fees from 20 percent to just 3 percent. Maqubela also shares his take on Amazon and Square. Then, CNBC’s Leslie Picker is here to cover hedge funds ramping up their stake in private markets. Next...

China Cracks Down on Crypto, Deep Dive on Demand for Apple’s iPhone 13 & Previewing Netflix’s ‘Tudum’ Event 24.09.2021

Our anchors kick off this Friday morning on news that the People’s Bank of China declared all crypto related activities illegal. Then, we cover Lina Khan’s recent memo to FTC staffers and commissioners outlining her vision to crack down on Big Tech. Next, CNBC’s Kate Rooney is here with the details on Robinhood’s internal communications showing panic during the GameStop crisis back in January. Als...

Bank of America’s 14 Moonshot Ideas, NYT Reporter on Delivery Apps Serving “Food and Misery” & Remitly CEO on Public Debut 23.09.2021

Our anchors kick off the show with four trendy names this morning: Apple, Facebook, Microsoft and Roku. Then, Bank of America’s Head of Global Thematic Investing Research Haim Israel joins on 14 moonshot ideas to watch to catch the next Apple or Amazon on its way up. We also have New York Times Tech Reporter Shira Ovide on her latest article where she says apps like Uber, DoorDash and Grubhub “del...

Facebook Under Fire, Former CBS CEO on SPAC Launch & Freshworks CEO on Public Debut Today 22.09.2021

Our anchors start off with a full feed of Facebook news with the stock down nearly 4 percent this morning. Then, The Margins Founder Ranjan Roy joins to give his take on Chinese tech stocks, including why he’s bullish on JD.com. We also cover the move in Adobe’s stock after its latest earnings report released last night. Next, Former CBS CEO Joe Ianniello joins as he launches his own media and tec...

Checking in on Semis, Wedbush Securities’ Market Take & CrowdStrike CEO on 10th Anniversary 21.09.2021

Our anchors kick off this morning with CNBC’s Mike Santoli for a check on the semiconductor ETF and the software sector. Then, CNBC’s Kate Rooney is here to cover how Ark Invest’s Cathie Wood is playing the sell-off. Next, Wedbush Securities’ Joel Kulina is here to give his take on the market and share where he sees opportunity. We also cover the pop in Uber today after the company boosted its thi...

Tracking Today’s Sell-Off, Exclusive Interview with DoorDash CEO Tony Xu & “The Contrarian” Author on Peter Thiel’s Influence and Power 20.09.2021

Our anchors kick off the morning tracking the markets with CNBC’s Mike Santoli and Fundstrat’s Tom Lee as the September slide intensifies. Next, we hear exclusively from DoorDash Co-Founder and CEO Tony Xu with the company announcing today that users can now buy alcohol directly through the DoorDash app. Later, we check on the markets again with CNBC’s Dom Chu covering the divergences within tech....

FireEye Mandiant CEO on Cybersecurity, Morgan Stanley’s EV Picks & Former Reddit CEO Ellen Pao’s Take on the Holmes Trial 17.09.2021

Our anchors start off this Friday morning with CNBC’s Dom Chu on the tech stocks getting left behind and where you can find opportunity. Then, Morgan Stanley Auto Analyst Adam Jonas joins to give his take on EVs, saying today Tesla is “like the mechanical white rabbit at the dog race.” Next, FireEye Mandiant CEO Kevin Mandia is here to talk all things cybersecurity as the Biden Administration prep...

Betting on E-Commerce and Fintech, Interactive Brokers Announces Crypto Trading & ForgeRock CEO on Public Debut 16.09.2021

Our anchors start off the morning on a new report from FTC Chair Lina Khan alleging hundreds of deals by some of tech’s largest companies have gone unchecked. Then, Stifel Analyst Scott Devitt joins as the firm announces its top e-commerce picks. We also have Plexo Capital Managing Partner Lo Toney to give his take on the buy now, pay later trend that is boosting up fintech companies. Then, Intera...

Apple Launches New Product Lineup, Facebook Under Fire & Live From the Kennedy Space Center Ahead of the SpaceX Launch 15.09.2021

Our anchors start off the morning on the wins and losses from Apple’s “California Streaming” event yesterday. Wall Street Journal Tech Columnist Joanna Stern and Bank of America Analyst Wamsi Mohan join to further discuss the new product announcements and what they mean for the stock. We also have Wall Street Journal Reporter Jeff Horwitz to speak about his recent article based on internal documen...

TechCheck Special Edition: The Andy Jassy Interview. An Exclusive Conversation With Amazon's New CEO– The Second In The Company's History– on Antitrust Pressures, the Labor Environment, Media Strategy & Much More 14.09.2021

On today’s special edition of TechCheck, we bring you Jon Fortt’s exclusive interview with Amazon CEO Andy Jassy. The interview kicks off with Jassy’s take on the antitrust pressures facing Amazon and Big Tech at large. Jassy also discusses Amazon’s e-commerce business, the pandemic’s impact on the company and the future of work. Next, Fortt covers the labor environment with Jassy after Former Ama...

Apple’s App Store Saga, Forge Global to Go Public Via SPAC & The Fintech Frenzy 13.09.2021

Our anchors start off today’s show with the latest on the Apple vs. Epic Games ruling with Epic planning to appeal the decision. The Verge Editor-in-Chief Nilay Patel joins this morning to share his thoughts on the app store saga ahead of Apple’s “California Streaming” event tomorrow. We also cover Goldman Sachs’ new internet initiations today, including buy ratings on Amazon, Google, Facebook and...

Breaking Down Affirm’s Earnings, Identifying the Next Big Terror Threat & U.S. Judge Issues Ruling in Apple vs. Epic Trial 10.09.2021

Our anchors kick off this Friday morning with all the details on Affirm’s earnings boosting the stock over 20 percent this morning. Then, Angel Investor Jason Calacanis joins to share his thoughts on the buy now, pay later trend, the SEC targeting Coinbase and much more. Also, it’s been 20 years since the September 11th attacks, and CNBC’s Eamon Javers joins to cover where the next big terror thre...

Exclusive Interview with Microsoft CEO and LinkedIn CEO, NFL and Verizon Announce 5G Partnership & Amazon Calls Out Elon Musk 09.09.2021

Our anchors kick off today’s big show with Jon Fortt’s exclusive interview with Microsoft CEO Satya Nadella and LinkedIn CEO Ryan Roslansky on a slew of new features, the future of work and much more. Then, we check in on GameStop with the stock tumbling today after the company reported earnings last night. Next, Logitech CEO Bracken Darrell joins to discuss the company’s climate commitment to be...

The SEC vs. Coinbase, PayPal to Acquire Paidy for $2.7 Billion & Checking in on Cloud Stocks 08.09.2021

Our anchors start off the morning on Coinbase after the SEC targeted the platform’s lending product “Coinbase Lend” ahead of its launch. We also bring you the details on PayPal’s planned acquisition of Japanese payment company Paidy for $2.7 billion as the buy now, pay later space heats up. Then, Slow Ventures General Partner Sam Lessin joins to share his take on the fintech space and the world of...

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