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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

TechCheck+ Closing the Wage Gap in Tech 5/19/22

TechCheck producer Brandon Gomez spoke with U.S. Women’s National Soccer Team star Megan Rapinoe and Trusaic CEO Robert Sheen to discuss how companies can work to close the wage gap in the tech industry. An equal pay champion, Rapinoe recently joined Trusaic - a software company specializing in Human Resources - as their Chief Equality Officer and strategic partner to address gender and racial wage inequality. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information ...

May 19, 202222 min

Venture Capitalist Tim Draper on Bitcoin, Acquisition Opportunities Amid the Current Environment & The Street Gets More Bullish on Meta 05/19/22

Our anchors begin today’s show with CNBC’s Mike Santoli taking a longer-term look at the volatility in the Nasdaq, and Wells Fargo Chairman of Global Internet Investment Banking Bob Peck offers his insight on M&A and IPOs in the current environment. Then, Baird analyst David Koning joins with his thoughts on payments company Block, and venture capitalist and Draper Fisher Jurvetson Founding Partner Tim Draper shares his outlook for Bitcoin, the turmoil in the markets and more. Next, CNBC’s S...

May 19, 202244 min

A Deep Dive into Big Tech: Taking a Closer Look at Alphabet, Amazon, Apple & Microsoft 5/18/22

Our anchors begin today’s show with CNBC’s Mike Santoli breaking down the recent performance of Amazon, Apple, Microsoft and Alphabet, and Evercore ISI Head of Internet Research Mark Mahaney shares guidance on what to expect moving forward from those four names. Then, Lightspeed Venture Partners’ Alex Taussig offers his outlook for tech amid the volatility, and our Julia Boorstin covers valuations among fintech companies on CNBC’s Disruptor 50 list. Next, CNBC’s Steve Kovach and Bernstein Senior...

May 18, 202245 min

Top Fund Managers Trade Tech’s Volatility, Recapping the 10th Annual CNBC Disruptor 50 & Flexport CEO Ryan Petersen on Supply Chain 5/17/22

Our anchors begin today’s show with CNBC’s Leslie Picker looking at how some of the top fund managers have been trading the tech volatility of 2022. Then, Cambria Investment Management Founder and CIO Meb Faber weighs in on global tech plays, and CNBC’s Courtney Reagan breaks down Q1 earnings from Walmart and Home Depot. Next, our Julia Boorstin recaps the newly announced members of CNBC’s 10th annual Disruptor 50 list of private companies, and CNBC’s Leslie Picker returns with breaking news on ...

May 17, 202244 min

Nextdoor CEO Sarah Friar on Results, Breaking Down the State of Enterprise Spending & A Look Back at Past CNBC Disruptor 50 Companies 5/16/22

Our anchors begin today’s show with CNBC’s Mike Santoli explaining similarities and differences between the current sell-off and the dotcom crash, and Satori Fund Founder Dan Niles offers his outlook following last week’s volatility. Then, neighborhood social networking platform Nextdoor CEO Sarah Friar joins after beating the Street in Q1 but posting a miss on guidance, and CNBC’s Dom Chu breaks down Nasdaq names still trading near their 52-week lows. GGV Capital Managing Partner Jeff Richards ...

May 16, 202244 min

Elon Musk Puts Twitter Deal on Temporary Hold, Breaking Down the Instability in Stablecoins & Alphabet’s Autonomous Driving Plans 5/13/22

Our anchors begin today’s show with “Margins” Editor Ranjan Roy breaking down Elon Musk temporarily pausing his deal to buy Twitter as the platform calculates its total number of spam and fake accounts. Then, Castle Island Ventures Founding Partner Nic Carter offers his perspective on the volatility in crypto, and former Twitter board member Peter Chernin weighs in on the Musk saga and the broader media landscape. Next, CNBC’s Dom Chu covers some of the top movers in the Nasdaq as the index rall...

May 13, 202244 min

An Exclusive Conversation With Alphabet CEO Sundar Pichai: Discussing Free Speech, Digital Privacy, TikTok’s Rise and More - 5/12/22

Our anchors begin today’s show breaking down the massive intraday swings in tech stocks, meme stocks and crypto with CNBC’s Mike Santoli. Then, we share highlights from our exclusive interview with Alphabet CEO Sundar Pichai, discussing the impact of inflation, free speech online, the digital privacy landscape and more. Next, our Julia Boorstin reports on Disney’s latest earnings, and CNBC’s Dom Chu analyzes the decline of Apple’s stock after losing its title as the world’s most valuable company...

May 12, 202244 min

Coinbase’s Results Miss Expectations, SoFi CEO Anthony Noto on Q1 Earnings Beat & States Crack Down on Russia-Linked Metaverse Casino 5/11/22

Our anchors begin today’s show discussing whether the tech bubble has burst with Loup Ventures Managing Partner Gene Munster. Next, CNBC’s Kate Rooney and Mizuho Managing Director Dan Dolev look at the latest results from crypto exchange Coinbase missing the Street’s expectations. Then, SoFi CEO Anthony Noto joins after the personal finance firm posted a beat in Q1, and our Julia Boorstin previews Disney’s earnings after the bell. Later, CNBC’s Dom Chu breaks down the Nasdaq’s top movers to star...

May 11, 202243 min

Hunting for Value in Chip Stocks, Peloton Shares Crash After Results Miss & IBM CEO Arvind Krishna on Inflation 5/10/22

Our anchors begin today’s show discussing opportunities in chip stocks with Bespoke Investment Group Co-Founder Paul Hickey, and Evercore ISI Director of Internet Research Shweta Khajuria takes a deep dive into interactive fitness platform Peloton’s latest results miss. Next, Microchip Technology President & CEO Ganesh Moorthy joins after the semiconductor manufacturer posted record revenue, margins and EPS in its most recent earnings. Then, our Jon Fortt shares highlights from his exclusive...

May 10, 202245 min

Uber Unveils Plans to Cut Costs, Finding Opportunities in FAANG Stocks & Bitcoin’s Price Sinks Amid the Ongoing Sell-Off 5/9/22

Our anchors begin today’s show looking at the continued cratering of tech valuations with Leuthold Group Chief Investment Strategist Jim Paulsen. Then, former Uber Chief Business Officer Emil Michael weighs in on the platform’s latest push to cut costs, and Plexo Capital Founding Managing Partner Lo Toney offers his perspective on the current market trends. Next, our Julia Boorstin breaks down a pitch desk Elon Musk presented to Twitter investors outlining his plans for the social media giant, a...

May 09, 202243 min

Breaking Down the Nasdaq’s Volatility, DoorDash CEO Tony Xu on Earnings & Tech’s Decline Drags Social Media Stocks Lower 5/6/22

Our anchors start today’s show looking at the recent sharp declines in the Nasdaq with CNBC’s Mike Santoli. Then, Craft Ventures Co-Founder David Sacks offers his perspective on the downturn, and DoorDash Co-Founder and CEO Tony Xu joins to discuss the food delivery platform’s latest earnings. Next, Invesco Global Head of ETFs and Indexed Strategies Anna Paglia and CalSTRS CIO Christopher Ailman share their outlook for the volatility in tech. Later, our Julia Boorstin breaks down the losses faci...

May 06, 202247 min

Deepening Tech Sell-Off Drags Nasdaq Lower, Paramount CEO Bob Bakish on Entertainment Outlook & Expedia CEO Peter Kern on the State of Travel 5/5/22

Our anchors begin today’s show breaking down the Nasdaq’s sell-off to start the morning with CNBC’s Mike Santoli and Canvas Ventures General Partner Mike Ghaffary. Then, CIC Wealth Executive Vice President Malcolm Ethridge offers his insight on protection plays amid the volatility in tech, and our Julia Boorstin sits down for an exclusive interview with media giant Paramount CEO Bob Bakish. Next, Bespoke Investment Group Co-Founder Paul Hickey weighs in on the markets plunging lower, and Expedia...

May 05, 202257 min

Benchmark Capital General Partner Bill Gurley on Earnings and Private Equity, AMD Beats the Street in Q1 & Breaking Down Airbnb’s Latest Results 5/4/22

Our anchors begin today’s show covering President Biden’s press conference on economic growth, jobs and deficit reduction. Then, Benchmark Capital General Partner Bill Gurley shares his thoughts on earnings from ride-hailing companies Uber and Lyft, his perspective on private equity and more. Next, Cowen Managing Director Matthew Ramsay breaks down chipmaker AMD’s first quarter earnings beat, and Tapas Capital Advisor and Former Airbnb President Greg Greeley joins for a look at the lodging platf...

May 04, 202246 min

Chegg CEO Dan Rosensweig on Earnings, Spotting Opportunity in Software Names & ZoomInfo Founder and CEO Henry Schuck on Q1 Results 5/3/22

Our anchors start today’s show looking for high-value, low-price tech names with Bernstein Senior Research Analyst Toni Sacconaghi, and education platform Chegg CEO Dan Rosensweig joins after posting guidance that sent shares sliding. Next, CNBC’s Mike Santoli breaks down areas of strength preventing the sector’s ongoing sell-off from worsening, and GGV Capital Managing Partner Jeff Richards weighs in on opportunities in software stocks. Later, our Julia Boorstin covers media giant Paramount’s l...

May 03, 202246 min

Onsemi CEO Hassane El-Khoury on Earnings, Finding Value in the Nasdaq’s Decline & Apple Faces EU Regulatory Scrutiny 5/2/22

Our anchors begin today’s show with CNBC’s Mike Santoli breaking down Warren Buffett’s recent investments amid the current volatility following this weekend’s Berkshire Hathaway Shareholders Meeting. Then, Morgan Stanley Managing Director Brian Nowak offers his outlook for big tech on the heels of last week’s earnings, and CNBC’s Frank Holland covers tech names exceeding expectations despite the broader sell-off hitting the sector. Next, Onsemi CEO Hassane El-Khoury joins after the chip supplier...

May 02, 202243 min

Intel CEO Pat Gelsinger on Earnings, Snap CEO Evan Spiegel on New Innovations & Amazon Results Send Shares Plunging 4/29/22

Our anchors begin today’s show with Intel CEO Pat Gelsinger breaking down the chipmaker’s latest earnings, and Snap CEO Evan Spiegel joins for an exclusive conversation following the social media firm’s annual Partner Summit. Then, CNBC’s Dom Chu looks at Amazon from a valuation perspective after the e-commerce giant posted earnings that missed the Street’s expectations. Later, our Julia Boorstin shares highlights from her exclusive interview with streaming platform Roku CEO Anthony Wood, and CN...

Apr 29, 202243 min

Meta Beats the Street in Q1, ServiceNow CEO Bill McDermott on Results & Previewing Apple’s Earnings 04/28/22

Our anchors begin today’s show breaking down Meta’s Q1 earnings beat with Evercore ISI Head of Internet Research Mark Mahaney, and ServiceNow CEO Bill McDermott joins to discuss the software firm’s latest results. Then, CNBC’s Mike Santoli and Verge Editor-in-Chief Nilay Patel circle back to Meta as the stock targets its best day since 2016. Next, our Jon Fortt recaps his exclusive interview earlier this morning with Qualcomm CEO Cristiano Amon on the chipmaker’s digital transformation. Later, C...

Apr 28, 202243 min

FAANG Stocks Underperform in 2022, Alphabet’s Q1 Earnings Miss & Microsoft Beats Street in Latest Results 4/27/22

Our anchors begin today’s show looking at the underperformance of FAANG stocks with Fundstrat Global Advisors Managing Partner Tom Lee, and Bernstein Senior Analyst Mark Shmulik weighs in on Alphabet’s Q1 earnings miss. Then, Evercore ISI analyst Kirk Materne discusses Microsoft’s latest results, and CNBC’s Mike Santoli breaks down the impact of valuation compression on different parts of the market. Next, CNBC’s Dom Chu looks at the Nasdaq showing signs of life just a day after hitting fresh lo...

Apr 27, 202244 min

Breaking Down the Nasdaq’s Sell-Off, Analyzing Elon Musk’s Purchase of Twitter & A Look at Mega-Caps Fueling Market Swings 4/26/22

Our anchors begin today’s show breaking down the Nasdaq plunging to start the morning with CNBC’s Dom Chu and Satori Fund Founder Dan Niles. Then, Former Andreessen Horowitz Partner Benedict Evans and Slow Ventures General Partner Sam Lessin join to discuss Elon Musk’s purchase of Twitter, and CNBC’s Mike Santoli analyzes the impact of several mega-caps on the market’s daily swings. Next, Kindred Ventures Managing Partner Kanyi Maqubela weighs in on how to play today’s sell-off, and Former Twitt...

Apr 26, 202249 min

Twitter and Elon Musk Reportedly Near a Deal, Previewing This Week’s Big Tech Earnings & Finding Opportunities in Semiconductors 4/25/22

Our anchors start today’s show on reports of Twitter nearing a deal to accept Elon Musk’s purchase offer, with insight from Verge Editor-in-Chief Nilay Patel. Then, Goldman Sachs analyst Eric Sheridan previews this week’s big tech earnings, and Mark Asset Management CEO and Managing Partner Morris Mark breaks down the underperformance of FAANG stocks in 2022. Later, CNBC’s Mike Santoli looks at the Nasdaq amid the broader market sell-off, and Citi analyst Christopher Danely weighs in on opportun...

Apr 25, 202242 min

Recapping Snap’s Q1 Results, Treasury Secretary Janet Yellen and ECB President Christine Lagarde on Inflation & Seismic Changes Hit Internet Stocks 4/22/22

Our anchors begin today’s show covering social media firm Snap’s Q1 results, with insight from Guggenheim Securities analyst Michael Morris. Then, Treasury Secretary Janet Yellen and European Central Bank President Christine Lagarde sit down with CNBC’s Sara Eisen to discuss inflation, the Russia-Ukraine conflict and more. Later, ACME Capital Co-Founder and Partner Hany Nada joins for a look at the recent seismic changes in internet stocks, and CNBC’s Dom Chu breaks down a few factors driving th...

Apr 22, 202246 min

Tesla’s Q1 Earnings Beat, Apple Store Employees in Atlanta File for Union Election & Warner Bros. Discovery Shuts Down CNN+ 4/21/22

Our anchors begin today’s show breaking down Tesla’s Q1 earnings beat with Bernstein Senior Research Analyst Toni Sacconaghi. Then, Satori Fund Founder Dan Niles discusses Netflix on the heels of the streamer posting a decline in subscribers for the first time in more than a decade. Next, CNBC’s Mike Santoli weighs in on the durability of the big tech trade, and Worm Capital Director of Research Eric Markowitz offers his outlook for Tesla over the decade ahead. Later, CNBC’s Steve Kovach reports...

Apr 21, 202242 min

Netflix Posts First Subscriber Loss Since 2011: Breaking Down the Falling Users, Plunging Market Cap & Major Production Deals 4/20/22

Our anchors begin today’s show with Netflix shares cratering after posting its first decline in subscribers since 2011, with insight from Bank of America Director of Equity Research Nat Schindler. Then, Former Amazon Studios Head of Strategy Matthew Ball weighs in on the platform’s plunging market cap, and CNBC’s Mike Santoli breaks down the Nasdaq sinking lower to start the morning. Next, Puck News Founding Partner Matthew Belloni looks at Netflix’s multimillion-dollar deals with major media pr...

Apr 20, 202243 min

Former Zillow CEO Spencer Rascoff on Elon Musk’s Twitter Bid, “Shark Tank” Investor Robert Herjavec on Cybersecurity & AOL Co-Founder Steve Case on Big Tech Outlook 4/19/22

Our anchors begin today’s show previewing Netflix’s earnings after the bell with Citi analyst Jason Bazinet, and CNBC’s Leslie Picker reports on the potential for a private equity firm to finance a buyout of Twitter as Elon Musk remains in the bidding for the social media giant. Then, real estate company Zillow Co-Founder and Former CEO Spencer Rascoff weighs in on the Musk-Twitter saga, and “Shark Tank” investor Robert Herjavec shares his insight on investment opportunities in cybersecurity. Ne...

Apr 19, 202243 min

TechCheck+ Korea's Hollywood Breakthrough with 'Pachinko' EP 4/18/22

CNBC's Carl Quintanilla spoke to agent-turned-producer Theresa Kang-Lowe — founder and CEO of Blue Marble Pictures and one of the executive producers of the acclaimed epic drama "Pachinko" on Apple TV+. They discussed how her agency experience at Endeavor prepared her to helm her own production company, the challenges behind bringing a project of Pachinko's scale to fruition, and why now is the moment for global audiences to embrace Korean stories. Hosted by Simplecast, an AdsWizz company. See h...

Apr 18, 202219 min

Twitter Adopts Poison Pill Plan, Select Apple Employees Look to Unionize & Rent the Runway CEO Jennifer Hyman on Quarterly Results 4/18/22

Our anchors begin today’s show with Plexo Capital Founding Managing Partner Lo Toney breaking down Twitter’s decision to adopt a “poison pill” shareholder rights plan in the wake of Tesla CEO Elon Musk’s bid to buy the social media giant. Then, Guggenheim Securities Senior Managing Director Eric Mandl weighs in on consolidation in the tech sector, and Wall Street Journal reporter Tim Higgins joins after publishing a new article on Apple’s transition to making chips in-house. Next, CNBC’s Steve K...

Apr 18, 202243 min

Elon Musk Looks to Buy Twitter: Breaking Down the Offer Price, Potential Rival Bidders & Possible Implications on Tesla and SpaceX 4/14/22

Our anchors start today’s show covering Elon Musk’s bid to buy Twitter, with Verge Editor-in-Chief Nilay Patel discussing the implications Musk’s ownership could have on Tesla and SpaceX. Then, NYU Stern School of Business Professor Aswath Damodaran weighs in on Musk’s offer price for the platform, and former Twitter Global Chair of News Vivian Schiller looks at whether the company could work as a subscription model instead of an ad business. Next, CNBC’s Robert Frank breaks down Musk’s options ...

Apr 14, 202244 min

Glitch CEO Anil Dash on Tech Decentralization, Challenges Facing Roku & Microsoft President Brad Smith on Regulations 4/13/22

Our anchors begin today’s show breaking down New Street Advisors Group Founder and CEO Delano Saporu’s outlook for inflation and the tech sector, and coding platform Glitch CEO Anil Dash shares his thoughts on Elon Musk’s role at Twitter and more. Then, our Julia Boorstin covers a MoffettNathanson note outlining challenges facing streaming service Roku, and CNBC’s Phil LeBeau reports on the TSA extending its mask mandate for air travel. Later, RBC Capital analyst Brad Erickson joins after loweri...

Apr 13, 202243 min

TechCheck+ Bitcoin at $40K: Where does it go next? 4/12/22

TechCheck’s Deirdre Bosa spoke with CNBC tech reporter Kate Rooney about the rising risks facing crypto, as well as key takeaways from the Bitcoin 2022 conference in Miami. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 12, 202221 min
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