

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

Mar 24, 2022 • 44min
Spotify’s New Payment Deal with Google, Investment Opportunities Amid Software’s Turnaround & Instacart CEO Fidji Simo on Quick Commerce 3/24/22
Our anchors begin today’s show with CNBC’s Steve Kovach and our Julia Boorstin breaking down the implications of Spotify reaching an agreement with Google for users to pay through either the streaming platform or Google Play Billing. Next, Satori Fund Founder Dan Niles weighs in on the tech bounce, and Morgan Stanley analyst Keith Weiss discusses how to play the ongoing software turnaround. Then, Evercore ISI Director of Internet Research Shweta Khajuria discusses her thoughts on investing in video streaming service Roku. Later, our Deirdre Bosa recaps her recent interview with Instacart CEO Fidji Simo as the delivery company announces plans to build out a network of warehouses to fulfill grocery orders in 15 minutes. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Mar 23, 2022 • 38min
GlobalFoundries CEO Thomas Caulfield on Domestic Chip Manufacturing, CrowdStrike Co-Founder Dmitri Alperovitch on Cybersecurity & Intercom CEO Karen Peacock on Consumer Engagement 3/23/22
Our anchors start today’s show with CNBC’s Ylan Mui covering the CEOs of semiconductor firms Intel and Micron testifying before Congress, and chipmaker GlobalFoundries CEO Thomas Caulfield weighs in on the sector’s domestic manufacturing push. Then, cybersecurity provider CrowdStrike Co-Founder Dmitri Alperovitch joins after Microsoft and identity management company Okta reported security breaches, and Index Ventures Partner Nina Achadjian offers insight on the state of the IPO market. Later, our Julia Boorstin breaks down headwinds affecting Facebook’s user base and advertising, and customer communications platform Intercom CEO Karen Peacock discusses consumer engagement and unveils a series of new innovations. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Mar 22, 2022 • 28min
TechCheck+ Sequoia Capital’s Shaun Maguire on Crypto-Focused Fund 3/22/22
TechCheck’s Deirdre Bosa spoke with Sequoia Capital partner Shaun Maguire. On the heels of the firm’s crypto-focused fund, they discussed the fund’s strategy, which will invest primarily in liquid tokens, the infrastructure needed for the multi-chain future and Sequoia’s broader crypto portfolio. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Mar 22, 2022 • 45min
Previewing Nvidia’s Investor Day, Robinhood Releases New Cash Cards & ConsenSys Founder and CEO Joseph Lubin on Blockchain Technology 3/22/22
Our anchors begin today’s show with Jacob Asset Management Chairman and CIO Ryan Jacob weighing in on the risks of owning large-cap stocks in the current environment, and our Julia Boorstin reports on Disney outlining plans to address the fallout from its response to Florida’s “Don’t Say Gay” Bill. Next, CNBC’s Kristina Partsinevelos reports on Nvidia ahead of the start of the chipmaker’s Investor Day, and Bernstein Senior Semiconductors Analyst Stacy Rasgon offers additional insight on what to expect from the event. Then, CNBC’s Frank Holland covers cybersecurity as the White House warns Russia could expand digital attacks against the U.S., and CNBC’s Kate Rooney discusses trading platform Robinhood announcing cash cards and savings accounts for customers. Later, blockchain start-up ConsenSys Founder and CEO Joseph Lubin joins after the company’s valuation doubled following its latest funding round, and our Julia Boorstin returns for a look at NBCUniversal’s push to compete with Meta and Google for advertising market share. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Mar 21, 2022 • 22min
TechCheck+ Empowering Displaced Persons with Technology 3/21/22
TechCheck Producer Brandon Gomez spoke with Alina Vandenberghe, CEO of tech unicorn Chili Piper, about how her company has helped more than 100,000 Ukrainian refugees displaced by the ongoing conflict with Russia. Raj Burman, CEO of Techfugees, a nonprofit focused on empowering displaced persons with tech, also breaks down the role technology plays in aiding communities during times of war and crisis. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Mar 21, 2022 • 44min
SEC Unveils New Proposed Climate Risk Disclosure Rules, Evaluating the Ongoing Nasdaq Bounce & Verizon and Live Nation Announce 5G Partnership 3/21/22
Our anchors start today’s show discussing software valuations with GGV Capital Managing Partner Glenn Solomon, and CNBC’s Diana Olick covers the SEC releasing new proposed rules on climate risk disclosures. Next, our Julia Boorstin reports on Disney planning an event to address Florida’s “Don’t Say Gay” Bill with employees, and Baird analyst Tristan Gerra weighs in on chip stocks. Later, CNBC’s Mike Santoli evaluates the ongoing Nasdaq bounce, and Verizon CEO Hans Vestberg and Live Nation CEO Michael Rapino join to announce a new 5G technology partnership for concert venues. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Mar 18, 2022 • 44min
Breaking Down the Bounce in Tech Stocks, Irreverent Labs CEO Rahul Sood on GameStop’s Results & Embark CEO Alex Rodrigues on Quarterly Performance 3/18/22
Our anchors begin today’s show with Crossmark Global Investments CIO Bob Doll discussing whether to trust the ongoing bounce in tech stocks, and CNBC’s Steve Kovach covers the impact of China’s current Covid lockdowns on Apple’s supply chain. Then, Irreverent Labs CEO Rahul Sood weighs in on GameStop’s latest results, and Evercore ISI analyst Amit Daryanani offers guidance on investing in stocks with buybacks and higher dividend yields. Next, CNBC’s Ylan Mui reports on congressional lawmakers investing in Chinese stocks, and our Julia Boorstin reports on women entrepreneurs emerging during the economic recovery from Covid. Later, self-driving truck software maker Embark CEO Alex Rodrigues joins to discuss the company’s first results since going public via SPAC Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Mar 17, 2022 • 44min
Former Twitter CEO Dick Costolo on Nasdaq Outlook, Unity CEO John Riccitiello on Gaming Growth & PagerDuty CEO Jennifer Tejada on Q4 Results 3/17/22
Our anchors begin today’s show with former Twitter CEO Dick Costolo offering his outlook for the Nasdaq, and Unity CEO John Riccitiello shares insights from the video game software company’s latest industry report. Then, CNBC’s Steve Kovach weighs in on how the Federal Reserve’s plan to hike rates will impact the cash stockpiled by tech firms, and PagerDuty CEO Jennifer Tejada joins following the cloud computing platform’s Q4 results. Later, our Julia Boorstin reports on Netflix testing a new fee for users sharing their accounts, and CNBC’s Kate Rooney covers tech workers whose stock in their employers has plunged amid the sell-off hitting the sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Mar 16, 2022 • 44min
Software Plays Amid the Ongoing Volatility, Finding Long-Term Value in Marketplace Stocks & Starbucks CEO Kevin Johnson Retires 3/16/22
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Mar 15, 2022 • 44min
South Korea’s New App Store Law, Adobe CEO Shantanu Narayen on New Innovations & SARK Inverse Fund Trades Higher than Cathie Wood’s ARKK ETF
Our anchors begin today’s show with CNBC’s Dom Chu taking a deep dive into the software sell-off, and Wall Street Journal tech columnist Laura Forman discusses her latest piece on companies pivoting their business models. Then, CNBC’s Steve Kovach breaks down a new app store law in South Korea targeting Apple and Google, and CNBC’s Kristina Partsinevelos covers the renewed push for domestic semiconductor manufacturing amid fears of China invading Taiwan. Next, Citi analyst Chris Danely also weighs in on investor concerns surrounding chip stocks, and Adobe CEO Shantanu Narayen joins for an exclusive interview from the first day of the Adobe Summit in San Jose. Later, CNBC’s Kate Rooney looks at investors generating passive income using their digital assets, and Tuttle Capital Management CEO Matthew Tuttle joins as his inverse fund betting against Cathie Wood’s ARK Innovation ETF trades higher than Wood’s. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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