

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

Aug 10, 2022 • 43min
Roblox Posts a Miss in Q2, Akamai CEO Dr. Tom Leighton on Earnings & Sony Pictures Entertainment CEO Tony Vinciquerra on Media Outlook 8/10/22
Our anchors begin today’s show with Irreverent Labs CEO Rahul Sood sharing his thoughts on Roblox after the gaming platform posted a miss in Q2. Then, CNBC’s Kate Rooney and Citi analyst Pete Christiansen discuss crypto exchange Coinbase’s latest results, and Akamai CEO Dr. Tom Leighton joins with a look at the cybersecurity and cloud company’s recent earnings. Next, CNBC’s Mike Santoli breaks down the latest CPI data, and Sony Pictures Entertainment CEO Tony Vinciquerra offers his outlook for the broader media space. Later, CNBC’s Steve Kovach recaps a tough quarter for video game companies. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Aug 9, 2022 • 15min
FedEx Office president and CEO on autonomous robotic delivery 8/9/22
CNBC’s Frank Holland chats with FedEx Office president and CEO Brian Philips to dive into the future of AI-powered robotic delivery. They discuss the latest on FedEx's autonomous delivery system, Roxo, and how they're using the SameDay bot to test last-mile deliveries and continue innovating its technology for real-world operation. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Aug 9, 2022 • 44min
Title: AppLovin Proposes Merger with Unity, President Biden Signs the CHIPS Act & 23andMe CEO Anne Wojcicki on Results 8/9/22
Our anchors begin today’s show covering app development platform AppLovin’s proposal to acquire video game software company Unity, with insight from CNBC’s David Faber and Plexo Capital Founding Managing Partner Lo Toney. Then, Bank of America analyst Vivek Arya breaks down what President Biden signing the CHIPS Act means for semiconductor makers, and CNBC’s Dom Chu offers a deep dive into some big meme trade movers. Next, 23andMe CEO Anne Wojcicki joins on the heels of the biotech company’s latest results, and Evercore ISI Head of Technical Analysis Rich Ross offers his bull case for software and semis. Later, our Julia Boorstin shares a new profile on Paris Hilton’s push into the metaverse, and CNBC’s Kate Rooney previews crypto exchange Coinbase’s earnings after the bell. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Aug 8, 2022 • 43min
Nvidia’s Preliminary Results Send Shares Lower, Palantir Posts a Miss in Q2 & Ad Slowdown Hits Big Tech and Social Media 8/8/22
Our anchors begin today’s show with CNBC’s Steve Liesman sharing new data on inflation expectations from the New York Federal Reserve. Then, New Street Advisors Group Founder and CEO Delano Saporu offers his perpective on chipmaker Nvidia’s preliminary Q2 earnings and software company Palantir’s latest results. Next, CNBC’s Dom Chu takes a deep dive into a series of growth names, and Benchmark analyst Mark Miller joins with insight on hard drive maker Western Digital. Later, CNBC’s Kristina Partsinevelos breaks down some of the top Nasdaq movers of the day, and Big Technology newsletter author Alex Kantrowitz covers the ad market slowdown hitting names including Amazon, Snap and Pinterest. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Aug 5, 2022 • 45min
A Trio of Companies Offer Insight on Q2 Results: Twilio CEO Jeff Lawson, Doximity CEO Jeff Tangney & GoDaddy CEO Aman Bhutani 8/5/22
Our anchors begin today’s show breaking down the Bureau of Labor Statistics’ jobs data for July with CNBC’s Mike Santoli, and CNBC’s Kate Rooney breaks down the latest earnings from fintech company Block. Next, Wall Street Journal Senior Personal Technology Columnist Joanna Stern discusses Amazon buying Roomba maker iRobot for $1.7 billion, and Twilio CEO Jeff Lawson offers his insight on the enterprise software firm’s second quarter. Then, our Julia Boorstin reports on Q2 numbers out of several streamers, and Doximity CEO Jeff Tangney joins after the health tech provider slashed its full-year guidance. Later, GoDaddy CEO Aman Bhutani covers the internet services platform’s recent results, and our Julia Boorstin returns with the latest in the Elon Musk-Twitter saga. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Aug 4, 2022 • 44min
Coinbase Partners With BlackRock, Confluent CEO Jay Kreps on Earnings & Equinix CEO Charles Meyers on Data Center Ecosystem 8/4/2022
Our anchors begin today’s show covering crypto exchange Coinbase’s partnership with asset management firm BlackRock, featuring insight from CNBC’s Kate Rooney and MoffettNathanson Partner Lisa Ellis. Then, CNBC’s Mike Santoli breaks down the Nasdaq’s rally over the past month, and our Jon Fortt shares highlights from his Fortt Knox interview with software company ServiceNow CEO Bill McDermott. Next, Confluent Co-Founder and CEO Jay Kreps joins after the enterprise stock beat expectations in Q2, and CNBC’s Phil LeBeau reports on results from EV makers Lucid and Tesla. Evercore ISI Head of Internet Research Mark Mahaney also shares his insight on online travel platform Booking Holdings’ recent quarterly numbers, and our Julia Boorstin analyzes the latest wave of media earnings. Later, data center company Equinix CEO Charles Meyers discusses investor Jim Chanos’ short on the space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Aug 3, 2022 • 43min
PayPal Beats the Street in Q2, Microchip Technology CEO Ganesh Moorthy on Earnings & SoFi CEO Anthony Noto on Latest Results 8/3/22
Our anchors begin today’s show breaking down PayPal’s Q2 earnings with Wedbush analyst Moshe Katri, and NZS Capital Co-Founder Brad Slingerlend weighs in on chip giant AMD’s latest results. Then, we continue our earnings coverage with semiconductor maker Microchip Technology CEO Ganesh Moorthy and personal finance firm SoFi CEO Anthony Noto after both companies beat the Street. Next, our Julia Boorstin covers dating services company Match Group missing estimates for the quarter, and CNBC’s Kate Rooney shares new details on a hack affecting Solana crypto wallets. Later, CNBC’s Ylan Mui reports on congressional lawmakers introducing a new bill that could increase the regulation of digital currencies. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Aug 2, 2022 • 45min
Onsemi CEO Hassane El-Khoury on Q2 Earnings Beat, ZoomInfo CEO Henry Schuck on Latest Results & Global Payments CEO Jeff Sloan on Expansion Plans 8/2/22
Our anchors begin today’s show with CNBC’s Steve Liesman covering new data showing inflation pushing up household debt, and our Julia Boorstin breaks down social media platform Pinterest’s latest results. Then, Wells Fargo Chairman of Global Internet Investment Banking Bob Peck offers his outlook for the broader markets, and Onsemi CEO Hassane El-Khoury joins after the chipmaker exceeded expectations in Q2. Next, ZoomInfo Founder and CEO Henry Schuck shares his perspective on the software company’s recent earnings beat, and our Jon Fortt recaps highlights from his interview with San Francisco Fed President Mary Daly. Later, Global Payments CEO Jeff Sloan discusses his plans to expand the fintech firm’s reach with a new acquisition. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Aug 1, 2022 • 43min
Breaking Down FAANG’s Q2 Earnings, Retail Investors Ramp Up Interest in Tech & Ethereum Rises 60% in July 8/1/22
Our anchors start today’s show with Needham senior analyst Laura Martin breaking down last week’s FAANG earnings, and Wall Street Journal markets reporter Gunjan Banerji joins after publishing a new story on retail investors ramping up interest in tech stocks. Next, Satori Fund Founder Dan Niles discusses the potential for a recession, and CNBC’s Steve Kovach offers insight on mega-cap names flashing warning signs about the economy. Then, Bernstein analyst Stacy Rasgon joins on Intel’s Q2 results, and CNBC’s Leslie Picker reports on David Einhorn’s Greenlight Capital investing in Twitter. Our Julia Boorstin also checks in on the continued expansion of the metaverse, and CNBC’s Jennifer Elias covers Google calling on employees to help drive better results. Later, CNBC’s Kate Rooney looks at cryptocurrency Ethereum’s 60% rise over the last month. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Jul 29, 2022 • 44min
Amazon Amazes, Apple Shows its Strength & Intel CEO on the Quarter 7/29/22
Our anchors kick off this Friday morning breaking down Amazon and Apple’s strong results. Then, Intel CEO Pat Gelsinger joins in a first on CNBC interview to discuss the chipmaker’s lackluster Q2. Also, CNBC’s Julia Boorstin is here to cover why shares of Roku are falling off a cliff this morning. Later, we return to Amazon’s quarter with UBS Analyst Lloyd Walmsley who raised his price target on the stock. Also, CNBC’s Eunice Yoon reports on the health of Apple’s business in China and Cowen Analyst Krish Sankar joins for more on the tech giant. Plus, we look ahead to another busy week of tech earnings. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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