

TechCheck
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

Sep 30, 2022 • 43min
New Texts Released in Elon Musk-Twitter Saga, WisdomTree Unveils Blockchain-Enabled Fund & Sheryl Sandberg’s Last Day at Meta 9/30/22
Our anchors begin today’s show with Mark Asset Management CEO and Managing Partner Morris Mark offering his outlook for mega-caps following a brutal week for big tech. Then, our Julia Boorstin and “Margins” Editor Ranjan Roy break down recently released text exchanges from Elon Musk showing the drama behind the Tesla CEO’s deal to buy Twitter. Next, we take a deep dive into WisdomTree’s new blockchain-enabled fund with Founder and CEO Jonathan Steinberg, and CNBC’s Kate Rooney looks at retail sentiment reacting to falling shares of Apple and Tesla. Later, CNBC’s Phil LeBeau reports on Tesla’s artificial intelligence day to attract new talent, and our Julia Boorstin covers Sheryl Sandberg’s final day as COO of Meta. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Sep 29, 2022 • 44min
A Deep Dive Into Streaming, Breaking Down Amazon’s Latest Product Releases & ZoomInfo CEO Henry Schuck on Software Demand 9/29/22
Our anchors begin today’s show taking a deep dive into the private markets and IPOs with Battery Ventures General Partner Dharmesh Thakker, and CNBC’s Frank Holland breaks down a new CFO survey on remote work. Then, Lazard Managing Director Dennis Berman weighs in on the broader streaming landscape, and Wedbush Securities Managing Director Sahak Manuelian joins with his bull case for cybersecurity and mega-cap tech. Next, our Jon Fortt shares highlights from his Fortt Knox interview with Amazon SVP of Devices and Services David Limp on the e-commerce giant’s latest releases, including a new sleep tracker and Kindle. Later, ZoomInfo Founder and CEO Henry Schuck shares his outlook for the software sector amid the current turbulence. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Sep 28, 2022 • 44min
Apple Pulls Back iPhone 14 Production Increase, The Bull Case for Google Cloud & Netflix Surges on Atlantic Equities 9/28/22
Our anchors begin today’s show with Plexo Capital Founding Managing Partner Lo Toney and CNBC’s Steve Kovach covering reports that Apple will be pulling back its planned iPhone 14 production increase. Then, CNBC’s Dom Chu analyzes falling valuations across big tech, and Cowen Managing Director John Blackledge offers his outlook for Google Cloud. Next, our Jon Fortt shares highlights from his Fortt Knox update with Amazon SVP of Devices and Services David Limp, and CNBC’s Seema Mody recaps a volatile session for the European markets. Fidelity Director of Global Macro Jurrien Timmer also joins with his perspective on whether U.S. stocks have further to fall, and our Julia Boorstin breaks down Atlantic Equities’ recent upgrade of Netflix. Later, we circle back to Apple’s iPhone 14 sales with Bernstein analyst Toni Sacconaghi. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Sep 27, 2022 • 44min
Finding Discounted Stocks Worth Watching, Recent IPOs Suffer in 2022 & FTX to Buy Voyager Digital 9/27/22
Our anchors begin today’s show with Cambria Investment Management Founder and CIO Meb Faber sharing his outlook for a potential recession, and CNBC’s Dom Chu breaks down discounted communication services stocks worth watching. Then, Zillow Co-Founder and former CEO Spencer Rascoff discusses the brutal market for recent IPOs, and CNBC’s Kristina Partsinevelos takes a deep dive into the underrepresentation of Hispanic workers in the semi space. Next, Madrona Venture Group Managing Partner Matt McIlwain offers his prediction for stocks falling even further, and CNBC’s Robert Frank reports on the impact of this year’s market turbulence on American wealth. Later, CNBC’s Kate Rooney covers FTX winning the battle to buy crypto lender Voyager Digital out of bankruptcy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Sep 26, 2022 • 43min
Nasdaq Hovers Around June Lows, CrowdStrike CEO George Kurtz on Cybersecurity Outlook & Weighing Risks for a Potential Recession 9/26/22
Our anchors begin today’s show with CNBC’s Mike Santoli analyzing the Nasdaq hovering around its June lows, and CNBC’s Steve Kovach explains how some of the biggest names in tech are mitigating against foreign exchange headwinds. Then, 645 Ventures Co-Founder Nnamdi Okike makes the case for Shopify and Coinbase, and CrowdStrike CEO George Kurtz weighs in on the broader cybersecurity landscape. Next, CNBC’s Dom Chu breaks down key tech stocks worth watching at current levels, and Wilmington Trust Head of Investment Strategy Meghan Shue discusses the risk for a potential recession. Later, Evercore ISI analyst Amit Daryanani offers his take on Apple with the iPhone 14 now in stores. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Sep 25, 2022 • 15min
TechCheck+ Celebrity Chef Tom Colicchio and Flavrs CEO Alejandro Oropeza 9/25/22
CNBC’s Julia Boorstin is joined by celebrity chef Tom Colicchio and Flavrs CEO Alejandro Oropeza to discuss the launch of a new social media app, Flavrs, being hailed as the "TikTok of cooking." The two will break down how the app doubled its funding in a matter of months – attracting the backing of Andreessen Horowitz and Le Bernardin’s Eric Ripert – and how Flavrs can help users recreate meals at home from their favorite chefs and creators. Recorded: 9/22/22
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Sep 24, 2022 • 17min
TechCheck+ 'She-Hulk' Showrunner Jessica Gao 9/24/22
On the latest episode of “Binge,” CNBC's Carl Quintanilla speaks to Jessica Gao, showrunner and executive producer of Marvel’s ‘She-Hulk: Attorney At Law’ on Disney+. Gao discusses the big break that lead to her MCU debut, her process of bringing the comic book icon to the small screen, and how the She-Hulk character serves as a touchstone for identity and vulnerability in the workplace. Recorded: 09/23/22
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Sep 23, 2022 • 44min
Nasdaq Slides on Economic Uncertainty, Tech Goes Big on Cost Cutting & Breaking Down Opendoor’s Home-Flipping Losses 9/23/22
Our anchors begin today’s show with CNBC’s Mike Santoli breaking down major tech names dragging lower amid the morning’s volatility, and Big Technology newsletter author Alex Kantrowitz takes a deep dive into cost cutting measures across the sector. Then, Cresset Capital CIO Jack Ablin offers his outlook for rate hikes and the Nasdaq, and CNBC’s Seema Mody reports on the turbulence affecting the European markets. Founders Fund Partner Keith Rabois also discusses the recent losses hitting Opendoor – the home-flipping platform he co-founded – and the $32 million funding round for his e-commerce roll-up company OpenStore. Later, CNBC’s Kate Rooney covers potential plans from Celsius Network to compensate customers whose funds were frozen by the crypto lender’s bankruptcy, and we share highlights from the latest episode of our Carl Quintanilla’s “Binge” digital series with “She-Hulk” showrunner and executive producer Jessica Gao. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Sep 22, 2022 • 44min
Tech Reacts to Fed Rate Hikes, Meta Looks to Cut Costs & Qualcomm CEO Cristiano Amon on Automotive Business 9/22/22
Our anchors begin today’s show with NorthmanTrader Founder Sven Henrich breaking down the impact of the Fed’s latest rate hike, and MoffettNathanson analyst Sterling Auty joins after initiating coverage on 25 software names. Then, our Julia Boorstin reports on the latest cost cutting measures from Meta, and Qualcomm CEO Cristiano Amon discusses the chipmaker’s push into the automotive market. Later, Fundstrat Global Advisors Managing Partner Tom Lee offers his thoughts on whether to expect more pain ahead for growth stocks, and CNBC’s Kate Rooney covers crypto exchange FTX reportedly looking to raise up to $1 billion in new venture capital. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Sep 21, 2022 • 1h 1min
Bank CEOs Testify Before Congress, President Biden Addresses United Nations & New York Attorney General Letitia James Announces Lawsuit Against Former President Trump 9/21/22
We spend today’s show covering the testimony of several banking leaders before the House Financial Services Committee, including JPMorgan Chase CEO Jamie Dimon, Bank of America CEO Brian Moynihan and Citigroup CEO Jane Fraser. We also bring you President Biden’s address to the United Nations General Assembly on Russia’s invasion of Ukraine, and a press conference from New York Attorney General Letitia James announcing a lawsuit against former President Trump, the Trump Organization, and three of his children over allegations of fraud. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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