TechCheck - podcast cover

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.
Last refreshed:
Download Metacast podcast app
Podcasts are better in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episodes

TechCheck+ The Role of Crypto in Geopolitics

TechCheck’s Deirdre Bosa discusses the evolving role of crypto in geopolitics with Blockstream’s Samson Mow and VanEck’s Gabor Gurbacs. They discussed the current challenges of using cryptocurrencies as the war in Ukraine unfolds and how NFTs and decentralized autonomous organizations (DAOs) are being used to raise support for Ukraine. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 01, 202226 min

Portfolio Structuring Amid the Conflict in Eastern Europe, Recapping Zoom’s Earnings & Russia-Ukraine Tensions Test the Case for Cryptocurrency

Our anchors start today’s show with CNBC’s Mike Santoli covering the bounce in growth stocks, and Plexo Capital Founding Managing Partner Lo Toney discusses portfolio structuring amid the current geopolitical tensions. Next, CNBC’s Kate Rooney reports on tech firms evacuating their employees from Ukraine, and Baird Senior Research Analyst Will Power breaks down video conferencing platform Zoom’s latest earnings after cutting his price target on the stock. CNBC’s Steve Liesman also profiles the i...

Mar 01, 202244 min

Analyzing the Market Response to Russian Banking Sanctions, Software Plays Amid the Ongoing Crisis & Qualcomm CEO Cristiano Amon on New Product Announcements

Our anchors begin today’s show with CNBC’s Leslie Picker breaking down the effects that sanctioning Russian banks from the SWIFT payment system could have on U.S. financial institutions, and CNBC’s Mike Santoli profiles the trading response to the crisis in Eastern Europe. Then, Wedgewood Partners CIO David Rolfe takes a deeper dive into the market fallout surrounding the conflict, and Former Facebook Chief Security Officer and Stanford Internet Observatory Director Alex Stamos argues for strict...

Feb 28, 202244 min

Analyzing Earnings from Square and Coinbase, VMware CEO Raghu Raghuram on Q4 Results & Russia Partially Limits Facebook

Our anchors begin today’s show looking at the ongoing swing in tech stocks with CNBC’s Dom Chu, and Bespoke Investment Group Co-Founder Paul Hickey offers more context on the current market volatility. Then, our Julia Boorstin covers misinformation on social media surrounding Russia’s invasion of Ukraine, and Mizuho Managing Director Dan Dolev weighs in on the latest earnings from fintech platforms Block and Coinbase. Next, CNBC’s Steve Sedgwick reports on the newest developments in Eastern Euro...

Feb 25, 202243 min

Analyzing the Latest Russia-Ukraine Developments, Cyber Threats to U.S. Businesses Amid the Crisis & Outlining the Foreign Policy Implications of Russia’s Invasion

Our anchors start today’s show with CNBC’s Kayla Tausche reporting on the global response to Russia invading Ukraine overnight. Next, CNBC’s Dom Chu covers market volatility amid the ongoing crisis, and Retired Brigadier General and Former Assistant Secretary of State Mark Kimmitt discusses what to expect in Eastern Europe in the days ahead. Then, Wells Fargo Chairman of Global Internet Investment Banking Bob Peck weighs in on the financial implications of Russia’s invasion, and CNBC’s Eamon Jav...

Feb 24, 202252 min

Recapping CNBC’s Exclusive Emails from Elon Musk, Monday.com Co-CEO Eran Zinman on Earnings & NASCAR President Steve Phelps on Digital Expansion

Our anchors begin today’s show breaking down the recent slump in mega-cap stocks with CNBC’s Dom Chu, and Bank of America Head of U.S. Equity and Quantitative Strategy Savita Subramanian shares her thoughts on opportunities in tech stocks that sunk during the latest correction. Then, RBC Capital Markets analyst Brad Erickson weighs in on privacy concerns surrounding Apple, and CNBC’s Brian Schwartz discusses exclusive emails he received from Tesla CEO Elon Musk accusing President Biden of ignori...

Feb 23, 202244 min

Breaking Down the Russia-Ukraine Conflict, Finding Opportunities in the Valuation Reset & Lendistry CEO Everett Sands on Growing Small Businesses

Our anchors start today’s show breaking down the White House’s response to the Russia-Ukraine conflict with CNBC’s Ylan Mui. Then, Stifel Co-Head of Global Technology Cole Bader joins for a look at tech valuations resetting, and CNBC’s Kate Rooney reports on Bitcoin plunging over rate hike concerns and the ongoing uncertainty in Eastern Europe. Next, Wall Street Journal Markets Reporter Gunjan Banerji highlights the current surge in short sellers adding to their positions amid the Russia-Ukraine...

Feb 22, 202245 min

Investment Opportunities in Low P/E Stocks, Dropbox CEO Drew Houston on Earnings & Virgin Galactic Chairman Chamath Palihapitiya Steps Down

Our anchors begin today’s show breaking down the best and most cost-effective tech plays with CNBC’s Dom Chu, and Credit Suisse Co-Head of Quantitative Research Patrick Palfrey shares his insight on undervalued stocks with low P/E ratios. Then, MoffettNathanson Co-Founder and Senior Managing Director Michael Nathanson takes a closer look at streaming service Roku’s Q4 earnings miss, and Dropbox Co-Founder and CEO Drew Houston sits down for an exclusive interview on the cloud storage platform’s l...

Feb 18, 202245 min

AppLovin CEO Adam Foroughi on Results, Fmr. Amazon Studios Head of Strategy Matthew Ball on the Metaverse & Upstart CEO Dave Girouard on Q4 Earnings

Our anchors start today’s show recapping earnings from food delivery app DoorDash and chipmaker Nvidia, and software maker AppLovin CEO Adam Foroughi joins for a look at the company’s latest results. Then, our Julia Boorstin reports on Melinda Gates’ business incubator Pivotal Ventures investing in eldercare innovations, and Former Amazon Studios Head of Strategy Matthew Ball weighs in on the future of the metaverse. CNBC’s Kayla Tausche also delivers breaking news on Secretary of State Antony B...

Feb 17, 202242 min

Shopify President Harley Finkelstein on Earnings, Colorado’s Crypto Push & CrowdStrike CEO George Kurtz on Cybersecurity

We start today’s show sharing highlights from our Deirdre Bosa’s recent interview with Airbnb Co-Founder and CEO Brian Chesky after the rental company’s latest earnings beat the Street. Then, Shopify President Harley Finkelstein breaks down the e-commerce firm’s Q4 results, and CNBC’s Kate Rooney covers Colorado’s push to start accepting cryptocurrency for taxes. Next, our Jon Fortt recaps his conversation with Google Cloud CEO Thomas Kurian, focusing on earnings and how a rising rate environmen...

Feb 16, 202244 min

TechCheck+ The Future of Live Sports Content

CNBC's Julia Boorstin sat down with Buzzer CEO, Bo Han, to talk about the company's latest growth initiatives. Buzzer is a short-form, live video platform that allows users to access some of the biggest moments in sports right from their phone. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 16, 202214 min

TechCheck+ NFTs with Cent co-founder & CEO

Cent, the platform which sold an NFT of Jack Dorsey's first tweet, decided to halt transactions on its marketplace. TechCheck’s Deirdre Bosa and Cent co-founder and CEO Cameron Hejazi discuss why he made that decision and what’s next for Cent and NFT platforms. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 15, 202215 min

Arista Networks CEO Jayshree Ullal on Earnings, BlockFi Co-Founder and CEO Zac Prince on SEC Settlement & F5 CEO François Locoh-Donou on New Cloud Security

Our anchors begin today’s show taking a closer look at names leading the Nasdaq higher with CNBC’s Dom Chu, and Bessemer Venture Partners’ Byron Deeter offers a deep dive into the cloud sector. Then, Arista Networks CEO Jayshree Ullal discusses the software firm’s latest earnings beating the Street’s expectations, and our Julia Boorstin breaks down this year’s Super Bowl ratings. Next, crypto platform BlockFi Co-Founder and CEO Zac Prince joins after the company agreed to pay the SEC and 32 stat...

Feb 15, 202247 min

Russia-Ukraine Conflict Threatens Chip Stocks, Finding Opportunities in Cloud Names & Flowcode CEO Tim Armstrong on QR Codes in Advertising

Our anchors start today’s show breaking down the macro factors shaking up the markets with CNBC’s Mike Santoli, and Plexo Capital Founding Managing Partner Lo Toney joins for a look at both chip and gig economy stocks. Then, CNBC’s Steve Liesman delivers breaking news on data from the New York Federal Reserve showing a decrease in consumer inflation expectations, and Piper Sandler Senior Research Analyst Brent Bracelin discusses opportunities in cloud names and his outlook for the sector. Next, ...

Feb 14, 202244 min

Affirm CEO Max Levchin on Quarterly Results, Zillow CEO Rich Barton on Earnings Beat & NFL Players Investing in Crypto

Our anchors begin today’s show breaking down the NFL’s ratings, broadcast rights and more with our Julia Boorstin, live from SoFi Stadium in California, home to this weekend’s Super Bowl. Then, Affirm Founder and CEO Max Levchin discusses the buy-now-pay-later platform’s latest results in a first-on interview, and NFL Chief Media and Business Officer Brian Rolapp breaks down the league’s media deals and the evolution of sports betting ahead of the big game. Next, Zillow Co-Founder and CEO Rich B...

Feb 11, 202243 min

TechCheck+ The Metaverse Garbage Dump

TechCheck’s Deirdre Bosa spoke with Tech writer and author of the Garbage Day newsletter, Ryan Broderick, about the future of social media. Broderick argues that the way Facebook has fostered content over the past decade could spell the end of their metaverse before it even begins. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 10, 202212 min

Binance CEO Changpeng Zhao on Forbes Investment, Disney’s Results Beat the Street & Sonos CEO Patrick Spence Breaks Down Earnings

Our anchors start today’s show recapping Disney’s latest earnings beat, with highlights from our Julia Boorstin’s recent interview with CEO Bob Chapek. Then, Binance CEO Changpeng Zhao joins for an exclusive interview after the crypto trading platform announced a $200 million strategic investment in Forbes as the magazine looks to go public via SPAC. Next, Bank of America analyst Jessica Ehrlich takes a deeper dive into Disney, and CNBC’s Ylan Mui reports on the Senate Judiciary Committee advanc...

Feb 10, 202243 min

TechCheck + Bolt founder Ryan Breslow

TechCheck’s Deirdre Bosa spoke with Ryan Breslow, founder of the “one-click” checkout tech company Bolt Financial, to chat about fintech competition and his recent Twitter thread arguing that accelerator program Y Combinator and Stripe are the “mob bosses of Silicon Valley.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 09, 202226 min

Congressional Stock Trading Ban Gains Ground, Doximity CEO Jeff Tangney on Latest Earnings & Arm CEO Rene Haas on Plans to Go Public

Our anchors begin today’s show breaking down Meta’s plunging market cap, ride-hailing app Lyft’s Q4 earnings and rumors surrounding Microsoft acquiring cybersecurity firm Mandiant with Wheelhouse Capital CIO Ann Berry. Then, CNBC’s Ylan Mui joins with new developments on a potential stock trading ban for congressional lawmakers, and our Julia Boorstin previews Disney’s earnings after the bell. Next, Doximity Co-Founder and CEO Jeff Tangney joins to discuss the medical networking platform’s lates...

Feb 09, 202243 min

TechCheck+ VanEck CEO Jan van Eck

As the SEC seeks public comments on a spot bitcoin ETF proposal, CNBC TechCheck’s Deirdre Bosa chats with Jan van Eck, CEO of VanEck. They do a deep dive on all things crypto including possible regulation, recent volatility in Bitcoin and Ethereum, as well as stablecoins. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 08, 202216 min

Peloton CEO John Foley Steps Down, Nvidia’s Acquisition of Arm Collapses & The Connection Between Equity and EdTech

Our anchors start today’s show covering the resignation of Peloton CEO John Foley, with insight on incoming CEO Barry McCarthy from our Julia Boorstin. Then, Fundstrat Global Advisors Managing Partner Tom Lee joins to discuss slumping stay-at-home stocks, and CNBC’s Steve Liesman covers 2021’s $1 trillion increase in household debt nationwide. Next, Bernstein Research Managing Director and Senior Analyst Stacy Rasgon breaks down the collapse of chipmaker Nvidia’s acquisition of semiconductor des...

Feb 08, 202244 min

Amazon’s Rumored Peloton Acquisition, Breaking Down Meta’s Earnings Fallout & IRS Guidance on Reporting Crypto Holdings

Our anchors begin today’s show covering rumors that Amazon could be acquiring interactive fitness platform Peloton, with analysis from Plexo Capital Founding Managing Partner Lo Toney. Then, CNBC’s Mike Santoli breaks down the widening divergence among big tech names, and Arjuna Capital Managing Partner Natasha Lamb joins to discuss the fallout from Meta’s disappointing earnings last week. Next, UBS Equity Research Analyst Arpine Kocharyan circles back to Peloton ahead of the company’s earnings ...

Feb 07, 202243 min

Amazon Surges on Strong Earnings, Snap CEO Evan Spiegel on Quarterly Results & House Legislators Pass the America COMPETES Act

Our anchors start today’s show covering shares of Amazon surging on the e-commerce giant’s Q4 earnings, with analysis on both those numbers and the week’s other big tech results from Satori Fund Founder Dan Niles. Then, Snap CEO Evan Spiegel joins for an exclusive interview after the social media firm posted strong earnings in its first profitable quarter ever. Next, CNBC’s Ylan Mui delivers breaking news on the House passing the America COMPETES Act, aimed at taking on China and bolstering both...

Feb 04, 202244 min

Meta Shares Sink on Weak Earnings, Previewing Amazon’s Q4 Results & Senate Committee Advances Tech Competition Bill

Our anchors start today’s show covering Meta’s shares plunging after posting weak earnings and previewing Amazon’s Q4 results after the bell, with insight from Needham Senior Analyst Laura Martin. Next, CNBC’s Mike Santoli covers Meta’s disappointing quarter dragging the Nasdaq lower, and Redburn Partner Nick Delfas joins for an in-depth conversation on Spotify. Then, our Julia Boorstin highlights social stocks sinking on Meta’s results, and Bernstein Senior Analyst Mark Shmulik takes a closer l...

Feb 03, 202244 min

Breaking Down Alphabet’s Earnings, PayPal’s Underwhelming Guidance & Jack Dorsey’s Meta Criticism

Our anchors begin today’s show covering Google parent Alphabet’s earnings beating Street expectations, with analysis from CNBC’s Mike Santoli. Then, our Julia Boorstin profiles what Alphabet’s Q4 could mean for Meta and Spotify’s earnings after the bell, and CNBC’s Kate Rooney covers PayPal’s latest results and underwhelming guidance after speaking with CEO Dan Schulman. Next, Bank of America analyst Vivek Arya breaks down chipmaker AMD’s earnings, and Evercore ISI Head of Internet Research Mark...

Feb 02, 202244 min

TechCheck+ TerraZero CEO Dan Reitzik

CNBC TechCheck’s Deirdre Bosa chats with Dan Reitzik, director and CEO of TerraZero, a metaverse developer. The company issued one of the first mortgages in the metaverse. They’ll discuss the digital land grab, as well the company’s broader strategy to develop, acquire and finance projects in the metaverse. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 01, 202220 min

AT&T Spins Off WarnerMedia, Recapping 2022’s Massive Gaming Deals & A Preview of Alphabet’s Earnings

Our anchors start today’s show looking at stocks bouncing back to start February, and Calixto Global Investors Founder and Portfolio Manager Eduardo Costa visits to discuss opportunities in tech as he repositions within software. Then, our Julia Boorstin reports on AT&T’s plans to spin off WarnerMedia and merge the entertainment giant with mass media firm Discovery. Next, Verge Editor-in-Chief Nilay Patel offers insight on the recent slew of gaming deals after The New York Times announced it...

Feb 01, 202244 min

Nasdaq Rallies to End January, Spotify’s New Covid Misinformation Precautions & Micron CEO Sanjay Mehrotra on Chip Industry Expectations

Our anchors begin today’s show with CNBC’s Mike Santoli covering the Nasdaq’s rally to end the month. Then, our Julia Boorstin reports on streaming giant Spotify taking steps to prevent the spread of Covid misinformation, and Citi Managing Director Jason Bazinet joins after upgrading Netflix and Spotify. Next, chipmaker Micron CEO Sanjay Mehrotra shares his expectations for the industry following a record year for global semiconductor sales, and GGV Capital Managing Partner Jeff Richards discuss...

Jan 31, 202244 min

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

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 with Goldman Sachs analyst Rod Hall, who raised his price target and estimates for revenue and gross ma...

Jan 28, 202243 min

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

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 discusses Tesla’s latest quarterly results, and Bank of America analyst Wamsi Mohan previews Apple’s earni...

Jan 27, 202243 min
For the best experience, listen in Metacast app for iOS or Android