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CNBC
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.
Episodes
Mentioned books

Nov 1, 2023 • 10min
Airbnb’s Interest Income 11/1/23
The “Airbnbust”.... that never materialized. How rising rates are actually helping the company’s bottom line. Today on TechCheck, it’s all about interest income. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 31, 2023 • 14min
Tech's Spookiest 10/31/23
The Spookiest bear cases in tech… From Apple to Amazon to Uber, what are the plausible, but low probability outcomes that could deaden these stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 30, 2023 • 8min
An AI Debate 10/31/23
The Biden Administration rolled out sweeping rules meant to create guardrails around the nascent AI industry. Is it good for tech or limiting for tech? Nilay Patel, James Pethokoukis and Eamon Javers discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 27, 2023 • 13min
Amazon’s Big Three 10/27/23
Amazon was a bright spot in tech earnings, giving investors what they wanted. But some major questions remain for the quarters ahead – today, the three that amazon needs to answer. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 27, 2023 • 12min
TechCheck+ Apple’s China problem: how its ticket to success has become a liability 10/27/23
Apple can thank China for much of its success. In the early days, as Apple was on the brink of bankruptcy, it pivoted its manufacturing to China, capitalizing on a massive low-wage workforce, billions in government stimulus to build out enormous factories, and the loyalty of a rapidly growing middle class. But now, what was once a key to its success has become a liability. In just the past few weeks, it’s seen a tax investigation into its biggest manufacturer, accusations of censorship around Jon Stewart’s canceled show, and has lost its market share dominance to competitor Huawei. This week on Tech Check, we dive into Apple’s China problem, and why it’s not going anywhere. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 26, 2023 • 9min
The Fundamentals Story 10/26/23
The NASDAQ is slumping… Tech stocks are rolling over… But why? Growth is strong. AI provides a narrative. And the economy isn’t in bad shape. Today: the fundamentals story within tech. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 25, 2023 • 14min
Autonomous Competition, Meta & Amazon 10/25/23
More details emerge around the suspension of Cruise robo-taxis in San Francisco… The battle over autonomous vehicles. And what the latest numbers from Microsoft and Alphabet tell us about Meta and Amazon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 24, 2023 • 8min
Microsoft, Alphabet & Cruise 10/24/23
What’s most important about megacap tech earnings – Microsoft & Alphabet. Plus, a major development in the battle over driverless cars in San Francisco. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 23, 2023 • 16min
YIELD RISK & RETURN 10/23/23
Higher yields yield big changes in tech, in both megacaps and startups. Today, how the price of money is making its presence felt from Silicon Valley to Wall Street. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 20, 2023 • 11min
TechCheck+ Netflix's side quest: A deep dive into its ambitious plans to become a gaming giant 10/20/23
Netflix has quietly been building out a library of more than 70 video games as part of an ambitious new push to become a gaming giant, testing out a cloud gaming service and posting job openings for its first big-budget, blockbuster game. But it's a notoriously tough market to break into, one that many tech and media giants have tried at and failed. The undertaking is just one of a slew of new business lines that the Netflix has been experimenting with, and they're more important than ever as its stock lags behind the megacaps it used to be on par with. This week on Tech Check, we dive into Netflix's new side quest. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


