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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

The Tech Sell-Off Shaking the Industry, The Pipeline Attack Hackers Speak & ServiceNow CEO

Tom Lee of Fundstrat Global Advisors joins us amid the global tech sell-off to break down his thesis that tech stocks could drop up to another 7%. We’ve also got an exclusive with ServiceNow CEO Bill McDermott on his outlook for the software company amidst the sell-off and his plans for M&A (spoiler: none!). Eamon Javers then joins the rest of the TechCheck crew with the latest on the Colonial Pipeline hack. The hackers’ aim? Cash, not chaos. Biden is set to meet with Russian Pres. Putin on ...

May 11, 202142 min

Kara Swisher Weighs in on Musk on SNL, Dogecoin Takes a Tumble & the Cloudflare CEO

After Tesla CEO Elon Musk’s highly-anticipated SNL hosting debut over the weekend, NYT Contributor and Pivot Co-Host Kara Swisher gives us her thoughts on how he did. TLDR: it was a win. The biggest thing in tech right now? We’re calling it as the software stocks taking a tumble today and Dogecoin’s negative response to Musk’s comments on the cryptocurrency during SNL. Lo Toney of Plexo Capital helps us break down those moves and how investors are reacting. Dom Chu takes us inside Nasdaq’s tough...

May 10, 202146 min

Amazon Sidewalk’s Latest Features & Partners, Dropbox CEO Post-Earnings & Our Exclusive with DraftKing’s CEO

Amazon’s Senior Vice President of Devices and Services David Limp joins us to unpack Amazon Sidewalk’s latest features and partnerships announced today and how the new technology competes with similar Apple products. Then, following Dropbox’s earnings, Dropbox Co-Founder & CEO Drew Houston joins us in an exclusive interview to discuss the company’s recent performance and future outlook as employees return to the office. Later, CNBC’s Dom Chu explores speculative tech’s recent slowdown, focus...

May 07, 202143 min

Work-From-Home Stocks Losing Steam, General Atlantic CEO on Investing Strategy & Dell CEO on the Company’s Latest Technology

CNBC’s Deirdre Bosa breaks down Uber earnings and explains why the stock slowed down today. Then, CNBC’s Leslie Picker joins for an exclusive interview with General Atlantic Chairman and CEO Bill Ford on the company’s investing strategy and where he sees opportunity. Ford also gives his take on IPOs, Uber and Airbnb. Then, CNBC’s Dom Chu checks in on your favorite work-from-home plays, some of which have lost steam since being on a tear during the pandemic. CNBC’s Julia Boorstin previews Roku, w...

May 06, 202143 min

Trump’s Facebook Ban Continues, Coursera CEO on First Earnings Report Since Going Public & Are Tech Stocks Resetting?

CNBC’s Julia Boorstin chats with our anchors about the Facebook Oversight Board’s decision to uphold Trump’s Facebook ban. Evercore Head of Internet Research Mark Mahaney joins the conversation to further discuss Facebook’s new homework given by the Oversight Board to create better rules for suspending users. Then, Mahaney pivots to the latest Lyft news after the company reported a revenue and earnings beat yesterday. Later, CNBC’s Eamon Javers brings us Trump’s first reaction after learning of ...

May 05, 202143 min

Inside the Courtroom at the Apple vs. Epic Trial, Investor Garry Tan on his Anti-Amazon Thesis & the Gates Divorce

NYT’s Erin Griffith gives us the inside scoop on the Apple and Epic Games trial after being front and center on trial day one. Then, investor Garry Tan provides us with his anti-Amazon thesis highlighting that “If Amazon is the empire, we like to fund rebels.” Tan, the first-ever Coinbase investor, also gives his take on the future direction of cryptocurrency. In light of the tech selloff today, CNBC’s Dom Chu zeroes in on the performance of small to mid-cap tech stocks since the start of the ye...

May 04, 202143 min

Apple & Epic Games Take to Court, Buffett’s Robinhood Comments & Chicago Cubs Chairman Tom Ricketts

On the first day of Apple and Epic Games’ showdown in court over their app store monopoly dispute, NYT Contributor and “Sway” podcast host Kara Swisher joins us to weigh in on the many fronts of the battles Apple is waging and how sustainable they are. We also asked her about the Verizon sale of its Yahoo! and AOL media assets to Apollo Global Management, with the news of the $5 billion sale breaking this morning. Then, CNBC’s Kate Rooney reports on Warren Buffett’s controversial comments on the...

May 03, 202143 min

Recapping Big Tech’s Massive Week in Earnings, The Music Streaming Fight & BEEPLE

Tech executive and big-time tech investor Keith Rabois joins us at the top of the show to talk the Amazon quarterly earnings that brought in over $100 billion in revenue. We also get his thoughts on the charges the EU just slapped on Apple over its app store breaking competition rules after Spotify launched a complaint at the tech giant in 2019. Then, an exciting interview with digital artist Beeple on his new spring NFT launch. You’ll remember he sold his NFT collage at Christie’s earlier this ...

Apr 30, 202144 min

Rivals Facebook & Apple Crush Their Earnings, Amazon’s Workplace Culture & Qualcomm’s CEO-Elect

A massive day for mega cap tech: Apple and Facebook reported blowout earnings last night, in the midst of their privacy fight over the new iOS 14.5 software update. We cover what Tim Cook and Mark Zuckerberg had to say on their earnings calls. And the Qualcomm earnings are no slouch either—incoming CEO Cristiano Amon joins us for the first time on TechCheck to break down their quarter. On those Apple earnings, we had this to ask of our audience: what’s the bear case for this stock that just won’...

Apr 29, 202144 min

Big Tech Earnings: Microsoft & Google, What Went Wrong For Spotify & Pinterest This Quarter & the Shopify President

Microsoft and Alphabet reported earnings last night with clean beats, both banking big in reaching post-pandemic peaks. Ranjan Roy, one half of the duo behind the Substack tech newsletter “The Margins,” joins us to discuss the tech giants’ revenue growth, the future of Cloud and which companies are positioned well coming out of the pandemic. Then, Shopify President Harley Finkelstein makes his TechCheck debut to talk the company reporting better than expected earnings and revenue for its quarter...

Apr 28, 202144 min

Tesla’s Record Earnings, The Latest in the Delivery and Driving Space & Adobe’s CEO

Leaders of big name companies are joining us today to break down the latest in tech. We get Lyft Co-Founder John Zimmer’s thoughts on the ride-share app’s deal with Toyota to sell its sell-driving unit. DoorDash COO Christopher Payne joins in to talk the food delivery app’s news to lower the fees it charges restaurants. We also get hedge fund manager Dan Niles’ take on Tesla’s record Q1 earnings reported yesterday and his top picks, given the state of the industry right now. Not to mention the T...

Apr 27, 202144 min

The Week to Come in Tech Earnings, The Latest in the Facebook vs. Apple Feud & Elon’s SNL Debut

Big Tech has a BIG week in earnings, as most of the FAANG names report their Q1 numbers this week. Tech investor and Palantir Co-Founder Joe Lonsdale joins CNBC’s Carl Quintanilla, Jon Fortt & Deirdre Bosa today to talk his expectations for the biggest names in the industry. He also gave us his thoughts on Bitcoin after it’s tough week and rallying weekend. Kara Swisher is also back with us today to give her two cents on the latest in the Facebook vs. Apple privacy feud. We’re also covering ...

Apr 26, 202144 min

A Look at Intel Earnings, Biden’s Tax Hike’s Implications for Tech & the Nextdoor CEO

The biggest thing in tech today? Those Intel earnings—the stock is falling today despite earnings beating estimates. Then, we bring in investor Tim Draper to dish on his opposition to Biden’s capital gains tax hike proposal and his belief that Bitcoin is the future, as evidenced by his biting tweets yesterday. Draper believes that the tax increase could lead to the end of Silicon Valley as we know it. Then, we have an exclusive interview with Nextdoor CEO Sarah Friar. The social networking servi...

Apr 23, 202144 min

Big Tech’s Big Lobbying Spend, Just Eat’s Spat w/ Uber & STEVE AOKI

Big things today for TechCheck. The Verge’s EIC Nilay Patel joins us to talk Big Tech vs. Small Tech, just as app makers took to Capitol Hill to testify before Congress that they are “afraid” of tech giants like Apple and Google. Then, from the horse’s mouth: we get the scoop on what went down on Twitter yesterday between Uber CEO Dara Khosrowshahi and Just Eat’s CEO Jitse Groen from Groen himself. Our media and streaming expert Julia Boorstin brings us an interview with Sony Pictures CEO Tony V...

Apr 22, 202144 min

The Aftermath of Apple’s Spring Event, Netflix’s Disappointing Earnings Day & the UiPath IPO

There’s so much to cover in the aftermath of yesterday’s Apple ‘Spring Loaded’ event, we had to bring WSJ tech columnist Joanna Stern back to break down all the new products: from the iPad Pro to the new AirTags. She also gives us her take on the audio space that is starting to get crowded by big tech players. Then, one of the greats: Mark Mahaney of Evercore gives his outlook on Netflix, given their disappointing earnings report and decline in subscriber growth. We also hear from the Co-Founder...

Apr 21, 202144 min

Looking Ahead to Apple’s ‘Spring Loaded’ Event, Netflix & IBM Earnings & ‘National Doge Day’

It’s 4/20 and according to Dogecoin fanatics, it’s also ‘National Doge Day.’ As Bitcoin takes a hit, fans of the meme-based cryptocurrency are trying to send Doge to the moon. We discuss that and count down to Apple’s ‘Spring Loaded’ event with long-time investor and Zillow Co-Founder Spencer Rascoff. We also bring WSJ tech columnist Joanna Stern into the conversation to preview the expected product announcements from the Apple event. Julia Boorstin gives us a look into Netflix’s Q1 earnings rep...

Apr 20, 202145 min

Clubhouse’s $4B Valuation, Facebook’s Plan for Audio Domination & Sonos CEO Patrick Spence

TechCheck kicks off week 2 with a jam-packed hour on audio news. Starting off with podcast extraordinaire Kara Swisher with her take on Clubhouse’s $4 billion valuation after its latest funding round, Facebook’s plan to launch a suite of audio products and Apple Music’s ‘one penny’ policy. Then, we go to Sonos CEO Patrick Spence, a leader in the audio space taking on big tech in an infringement suit against Google. We also cover the SPAC slump as some of those names begin to cool off after surgi...

Apr 19, 202145 min

Capping off our Inaugural Week: an Exclusive with Airbnb CEO Brian Chesky, Jason Calacanis Weighs in on the Week in Debuts, The Reopening of Universal Studios Hollywood and so much more.

We’re capping off our inaugural week packed with powerhouse guests and the top stories in tech with an exclusive interview with Airbnb CEO Brian Chesky. He discusses the future of work and his travel expectations post-Covid with our Deirdre Bosa. Plus, big time tech investor Jason Calacanis joins us to weigh in on the week of market debuts, Coinbase’s implications for crypto and Robinhood’s fight in Massachusetts. We’ve also got new product news coming up next week from Apple-we’re digging into ...

Apr 16, 202144 min

The Coinbase Hangover, Bezos Speaks on the Amazon Union Vote, the AppLovin’ IPO, Where in the World is Jack Ma? And much more.

Lots to cover in tech today. We’ve got a packed show. We hit the biggest news of the day in tech with Kanyi Maqubela of Kindred Ventures. He gives us his take on Bezos’ comments to shareholders on the Alabama union vote defeat and the record-breaking Coinbase market debut yesterday. On the Coinbase front, the OG investor in the crypto platform Garry Tan joins on why he got in early and his initial belief in the company. Plus, we’ve got AppLovin CEO Adam Foroughi ahead of the IPO shaping up to be...

Apr 15, 202143 min

Bitcoin’s Big Day: Coinbase Goes Public, an Exclusive Chat with Slack’s CEO and the Scoop on the Trump-Hosted GOP Retreat

We’ve got a new show and we’re in the swing of things. Today on the show, CNBC’s Carl Quintanilla, Jon Fortt and Deirdre Bosa take a deep dive into the long-awaited Coinbase IPO and talk the future of crypto with Coinbase investor Ron Conway. Plus, we’ve got an exclusive interview with Slack CEO Stewart Butterfield, and Julia Boorstin joins to break down a CNBC.com scoop on the recent GOP retreat that brought together major donors and leaders at Trump’s Mar-a-Lago resort. Hosted by Simplecast, a...

Apr 14, 202144 min

Twitter’s Former CEO Talks Tech’s Biggest Headlines, an Exclusive with Affirm’s CEO, and Facebook’s Plans for Speed Dating

TechCheck Day 2! On our second day as a new show, CNBC’s Carl Quintanilla, Jon Fortt and Deirdre Bosa talk to Twitter’s Former CEO Dick Costolo about Grab, SPACs, valuations and how Bitcoin keeps climbing higher. Then, Affirm’s Founder & CEO Max Levchin weighs in on the future of payments and gives us a gutcheck after the company’s IPO earlier this year. We also hit the J&J news of the day and Julia Boorstin talks Facebook’s plan to delve deeper into the dating space. Hosted by Simplecas...

Apr 13, 202144 min

TechCheck Liftoff: Big Day, Big Names in Tech, Big News

CNBC’s TechCheck launches! BIG DAY, BIG NAMES IN TECH, BIG NEWS. CNBC’s Carl Quintanilla, Jon Fortt, Deirdre Bosa and Julia Boorstin talk to the powerhouses behind the BIG 3: Intel, Uber, and LinkedIn. Intel CEO Pat Gelsinger weighs in on the global chip shortage. Uber CEO Dara Khosrowshahi discusses March being the best month for gross bookings in the company's history. And LinkedIn Co-founder and CEO Reid Hoffman talks about crypto's massive rise, his NFT investments and shares his thoughts on...

Apr 12, 202144 min

Introducing TechCheck

TechCheck is home to the boldest ideas and most influential names in the tech industry. The bi-coastal program dives deep into stocks focused on new technologies and trends while highlighting the latest news out of iconic companies, FAANG heavyweights, social media darlings, streaming giants, red-hot disruptors and more. Every weekday, TechCheck offers investors compelling, in-depth reporting, analysis and news-making interviews from the most notable and disruptive founders and CEOs in the tech ...

Apr 05, 202136 sec
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