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

eToro’s New U.S. CEO Lule Demmissie, Apple Employee’s NLRB Complaint & El Salvador Adopts Bitcoin as Legal Currency 07.09.2021

Our anchors start off the morning with a check on software stocks with CNBC’s Dom Chu taking a look at names spanning from Fortinet and FireEye to Microsoft and Adobe. Then, CNBC’s Mike Santoli joins to cover a divergence in the market between caution and the so-called “crazy.” Next, trading platform eToro’s new U.S. CEO Lule Demmissie joins as she takes on the role. Then, CNBC’s Dom Chu returns t...

Breaking Down Software Earnings, YouTube Chief Business Officer Robert Kyncl & Earnings Exclusive with MongoDB CEO 03.09.2021

Our anchors start off this Friday morning with details on software earnings from Hewlett Packard Enterprise, PagerDuty and MongoDB. Then, Hewlett Packard Enterprise CEO Antonio Neri joins for more on the company’s most recent quarter. Plus, we bring you the latest headlines from Apple, including the company’s announcement today that it will put its new child safety features on hold. Then, YouTube...

Apple’s App Store Concession, The Rise of Social Audio & “Bad Blood” Author John Carreyrou on Elizabeth Holmes’ Trial 02.09.2021

Our anchors start off today’s show with the details on Apple’s latest app store changes as part of a settlement with the Japan Fair Trade Commission. We bring in Platformer Editor Casey Newton to further break down the changes and share where he sees future growth for the company outside of its app store. We also have the details on YouTube Music hitting a major milestone of 50 million paid subscr...

Nasdaq Hits an All-Time High, Google’s New Partnership with C3 AI & Former DOJ Antitrust Chief on Regulating Big Tech 01.09.2021

Our anchors start off today’s show with Wolfe Research Analyst Jeff Kvaal reversing his bear take on Apple as the stock hits an all-time high. Then, Bespoke Investment Group Co-Founder Paul Hickey joins to share his thoughts on the market as we kick off the first trading day of the month with a Nasdaq all-time high. We also have CNBC’s Eunice Yoon on China’s new data and cybersecurity laws going i...

Breaking Down Zoom Earnings, South Korea Passes App Store Bill & Databricks CEO on New Funding Round 31.08.2021

To start off the show our anchors bring you all the details on Zoom earnings reported after the bell yesterday. Then, Deutsche Bank Director of Equity Research Matthew Niknam joins to further discuss Zoom as the stock tumbles more than 15 percent this morning. We also have Mizuho Analyst Dan Dolev share his thoughts on Amazon and Affirm’s new partnership with Mizuho bumping up its price target for...

Big Tech’s Lobbying Power, Cracking Down on App Stores & PayPal Explores Stock Trading Feature 30.08.2021

To start off today’s show, CNBC’s Mike Santoli joins our anchors to cover how much is left in the tank for this tech rally. We also have all the details on China cracking down on entertainment with a new ban for young gamers. Plus, we cover Amazon’s partnership with Affirm to offer buy now, pay later and FuboTV’s push into gaming. Then, American Economic Liberties Project Fellow Reed Showalter joi...

Apple’s App Store Update, A New China Growth Fund & Peloton Post-Earnings 27.08.2021

To start of the show our anchors have all the details on Apple’s latest app store changes as part of a settlement to a class action lawsuit. Then, Coalition for App Fairness Executive Director Meghan DiMuzio joins to share her criticism of the new changes. Next, we have William Blair Portfolio Manager Vivian Lin Thurston to speak about her new China Growth Fund launching in an unfriendly environme...

Breaking Down Cloud Earnings, Paychex CEO on 50th Anniversary & 10 Years of Facebook Messenger 26.08.2021

Our anchors kick off the morning with the latest earnings results from Snowflake, Salesforce and Box. Then, Wolfe Research Managing Director Alex Zukin joins to further break down Salesforce’s numbers. We also cover the latest in the chip space with Western Digital reportedly in talks to buy Japan’s Kioxia and Apple’s supplier Taiwan Semiconductors hiking up chip prices. Next, Paychex CEO Martin M...

The Nasdaq’s Record Climb, Exclusive Interviews with Intuit CEO and Twilio CEO & OnlyFans Reverses its Content Ban 25.08.2021

Our anchors start off the morning on the Nasdaq’s record climb with CNBC’s Mike Santoli here to break down valuations in tech. Then, we cover the latest surge in the meme stock world led by meme stock darlings GameStop and AMC. Plus, we bring you all the details on Warby Parker filing to go public via direct listing in an environment that has been unfriendly to direct-to-consumer IPOs. Then, in tw...

Benchmark General Partner Bill Gurley on Proposition 22, Shopify President Talks TikTok Partnership & Tim Cook’s 10 Years as Apple CEO 24.08.2021

To kick off today’s show our anchors speak with Early Uber Investor and Benchmark General Partner Bill Gurley about Proposition 22 being ruled unconstitutional by a California judge. We also get Gurley’s take on the market and Tim Cook’s legacy at Apple upon reaching the 10-year mark as CEO. Then, Shopify President Harley Finkelstein joins after the company announced a partnership with TikTok to c...

Rating Robinhood Shares, Proposition 22 Ruled Unconstitutional & Klarna CEO on Customer Growth 23.08.2021

Our anchors kick off today’s show with a host of initiations on newly public stock Robinhood. Then, JMP Securities’ Devin Ryan is here to explain why he has an outperform rating on the stock. We also bring you the latest details on a judge ruling Proposition 22, California’s gig worker law, unconstitutional. New York Times Contributor and “Sway” Podcast Host Kara Swisher joins to further break dow...

Tesla’s A.I. Ambitions, Fund Manager Shares Bear Case on Ark Funds & Former Facebook General Counsel on the FTC’s Antitrust Case 20.08.2021

To start off this Friday morning our anchors cover the latest announcements out of Tesla’s A.I. event, including the introduction of a humanoid robot. Then, following our interview with Ark Invest’s Cathie Wood yesterday, Semper Augustus Investments CIO Chris Bloomstran joins to defend his bear case against the Ark Funds. We also have CNBC’s Eunice Yoon with the details on China’s new law putting...

Ark Invest’s Cathie Wood on Short Bets, Strategy and Much More, A Rare Sell Call for Palantir & Bird CEO on Earnings Ahead of SPAC Merger 19.08.2021

Our anchors kick off the show with details on this morning’s earnings movers Robinhood and Nvidia. We also cover the latest announcements from Facebook including the company’s release of its first ever “widely viewed content report” as well as new virtual reality workspace tools. Then, CNBC’s Dom Chu joins to cover the recent performance of Cathie Wood’s Ark Funds ahead of our interview with Wood....

Checking in on Cathie Wood’s Ark Fund, Substack Writer Talks “Rational Irrationality” & Analyst Takes on ViacomCBS, Shopify and Coinbase 18.08.2021

Our anchors kick off today’s show with CNBC’s Dom Chu wrapping up the latest tech market action. Then, NYU Stern Finance Professor Aswath Damodaran joins to break down the valuation of Cathie Wood’s Ark fund as more hedge funds bet against it. We also have Wells Fargo Senior Equity Analyst Steven Cahall on why he upgraded ViacomCBS to overweight. Then, CNBC’s Kate Rooney joins ahead of Robinhood’s...

Chinese Tech Sell-Off, A Look at Big Tech’s Future, the Bear Case for IBM & Burry vs. Wood 17.08.2021

Kicking off today’s show with a look at the significant sell-off in Chinese tech stocks, then digging into Roblox earnings with Metaverse ETF Founder Matthew Ball. CNBC’s Courtney Reagan then helps us break down the latest Walmart earnings and where those e-commerce numbers stand. Next, we hear from Ruchir Sharma of Morgan Stanley Investment Management on his latest Financial Times Op-Ed. He wonde...

Tracking the Nasdaq Sell-Off, U.S. Investigates Tesla’s Autopilot System & Blade CEO on the Quarter 16.08.2021

Our anchors start off the show with CNBC’s Dom Chu comparing the tech and communication sectors as the major indexes come off record highs. Then, Plexo Capital’s Lo Toney joins to share his take on the market and where he sees opportunity in the tech sector after strong second quarter earnings. We also have Evercore ISI’s Mark Mahaney on why Uber is taking Amazon’s spot for their top mega cap pick...

Sofi CEO Post-Earnings, DoorDash CEO on the Quarter & Reddit CEO Talks $10 Billion Valuation 13.08.2021

To start off the show, our anchors have coverage of today’s earnings movers: Disney, Airbnb and DoorDash. Then, in a first on CNBC interview Sofi CEO Anthony Noto joins to discuss the company’s latest quarter and competition in the broader fintech space. Plus, CNBC’s Mackenzie Sigalos is here with an update on the family who liquidated all of their assets to buy Bitcoin back when it was just $900....

ServiceNow CEO on Acquisition of Mapwize, Snap Creators Leave the App’s Spotlight Feature & Exclusive Interview with Marqeta CEO Post-Earnings 12.08.2021

To start off the morning, our anchors have all the details on new legislation aimed at Big Tech’s app stores, a deal falling through between Instacart and Doordash and a recap of Palantir’s latest earnings report. Then, ServiceNow CEO Bill McDermott joins as cloud stocks have been on a tear recently to speak about the company’s acquisition of Mapwize and much more. Next, CNBC’s Sal Rodriguez is he...

Breaking Down Coinbase’s Latest Quarter, Earnings Exclusives with FuboTV CEO and Doximity CEO & the FTC Probes Two Uber Deals 11.08.2021

Our anchors start off the show with all the details on Coinbase’s latest earnings report. Initialized Capital Founder and Early Coinbase Investor Garry Tan joins to further break down Coinbase’s quarter and outlook. Then, CNBC’s Eamon Javers is here to cover what may be the biggest crypto theft ever with $600 million stolen. Later, Unity Software CFO Luis Visoso joins to discuss the company’s stro...

AMC Stock Pops on Earnings, Cloud 100 Rankings Announced & Privacy in Focus for Apple 10.08.2021

Our anchors start off today’s show with AMC after the meme stock company reported a smaller loss than expected and a revenue beat yesterday. Margins Editor Ranjan Roy joins to share his thoughts on AMC’s stock amid the hype as well as his take on crypto. Then, Bessemer Venture Partners’ Byron Deeter joins to discuss where to invest in cloud after Forbes released its Cloud 100 ranking today in part...

Fundstrat’s Tom Lee Forecasts an “Everything Rally,” Binance CEO on the World of Crypto & Apple’s Latest Announcement Faces Backlash 09.08.2021

Our anchors kick off today’s show with CNBC’s Ylan Mui on the latest crypto update from the infrastructure bill. Then, Fundstrat’s Tom Lee is here to talk markets, Bitcoin and his prediction for an “everything rally” into the end of the year. We also have Binance CEO ChangPeng Zhao to discuss the trading platform and crypto regulation as digital currencies take center stage this year. Plus, we cov...

Zygna CEO on the Quarter, Apple’s Delicate Dance with Privacy & Confluent CEO on First Earnings Report Since Going Public 06.08.2021

Our anchors kick off this Friday morning with cloud names like Datadog, Asana and Cloudflare hitting record highs yesterday. Then, we hit gaming with Zynga CEO Frank Gibeau on the company’s latest earnings report and M&A plans. We also cover Apple’s announcement of a new program to scan devices for child abuse imagery. Next, we speak with Dropbox CEO Drew Houston after the company reported strong...

Robinhood’s Wild Moves, Breaking Down the Latest Tech Earnings & WarnerMedia CEO Ann Sarnoff on Streaming, Studios and Stars 05.08.2021

Our anchors have the latest coverage of Robinhood’s wild moves to start off the morning. Then, Wolfe Research Managing Director Steven Chubak joins to share his latest note on “Why Hood is Uninvestible Today.” Next, we cover Etsy post-earnings and Morgan Stanley Analyst Lauren Schenk is here to speak about her latest note upgrading the stock. We also have the details on Roku and Uber earnings repo...

Robinhood Stock Surges, Former Disney Executives Kevin Mayer and Tom Staggs on Acquiring Hello Sunshine & Coursera CEO Post-Earnings 04.08.2021

Our anchors kick off the morning with Robinhood as the stock surges to meme stock levels after its lackluster market debut last Thursday. Then, MKM Partners Managing Director Rohit Kulkarni, and later, Cambria Investment Management CIO Meb Faber join to further break down the stock pop. Next, we take you into the metaverse with Former Amazon Studios Head of Strategy Matthew Ball to discuss investi...

Reese Witherspoon and Hello Sunshine CEO Talk Latest $900 Million Deal, ZoomInfo CEO on the Quarter & Substack CEO on Big Tech’s Ad-Supported Models 03.08.2021

Our anchors start off the show with moves lower in Chinese gaming stocks and Alibaba post-earnings. Then, Wall Street Journal Reporter Joanna Stern is here to talk about Google’s decision to ditch Qualcomm and build its own chip for its Pixel 6 phones. Next, ZoomInfo CEO Henry Schuck joins to break down the company’s latest earnings report. Plus, Reese Witherspoon and Hello Sunshine CEO Sarah Hard...

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