

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 14, 2022 • 44min
Sweeping Covid Lockdowns Return in China, NFTs and the Metaverse at South by Southwest & Investment Opportunities Amid the Inflationary Environment
Our anchors begin today’s show with CNBC’s Dom Chu breaking down the pullback in valuations and the underperformance of the Nasdaq, and CNBC’s Eunice Yoon reports on sweeping Covid lockdowns affecting 51 million people across China. Then, Arjuna Capital Managing Partner Natasha Lamb offers her outlook for Meta and Disney, and our Julia Boorstin covers NFTs and the metaverse in the spotlight at South by Southwest in Texas. Next, our Jon Fortt shares highlights from his conversation with Volkswagen Group CEO Herbert Diess as the automaker expands into electric vehicles. Investor David Friedberg also weighs in on investment opportunities in the current inflationary environment, and CNBC’s Sara Eisen recaps her recent interview with EU Commissioner for Competition Margrethe Vestager on tech regulations, Facebook and more. Later, CNBC’s Steve Kovach covers the Russian government applying pressure to big tech firms amid the ongoing conflict in Ukraine. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Mar 11, 2022 • 18min
TechCheck+ Substack CEO on Content Moderation & Social Media
TechCheck’s Deirdre Bosa spoke with Substack CEO and co-founder Chris Best. Earlier this week the newsletter platform unveiled its own iOS app. They’ll discuss the decision to send newsletters from inboxes to a mobile app, as well as its expansion into podcasts and videos. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Mar 11, 2022 • 43min
Breaking Down Rivian’s Latest Results, Evaluating the Direct-to-Consumer Landscape & Marqeta CEO Jason Gardner on Quarterly Performance
Our anchors start today’s show with CNBC’s Dom Chu covering the ongoing volatility in tech trading, and CNBC’s Phil LeBeau joins to recap electric vehicle maker Rivian’s latest results. Then, CNBC’s Eunice Yoon breaks down the recent sell-off in Chinese tech stocks, and Big Technology newsletter author Alex Kantrowitz evaluates the direct-to-consumer landscape. Next, Founders Fund General Partner Keith Rabois weighs in on the impact of inflation and potential rate hikes on the fintech sector. Later, Marqeta CEO Jason Gardner discusses the payments firm’s latest quarterly numbers. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Mar 10, 2022 • 42min
Amazon Announces Stock Split, MongoDB CEO Dev Ittycheria on Earnings & Tesla CEO Elon Musk’s Ongoing SEC Feud
Our anchors begin today’s show covering the historical impact of stock splits for Apple with CNBC’s Dom Chu after Amazon announced a 20-for-1 stock split and a $10 billion buyback. Next, Evercore ISI Head of Internet Research Mark Mahaney joins for a closer look at Amazon, and our Julia Boorstin highlights changes at Disney between the tenures of CEO Bob Chapek and his predecessor, Bob Iger. Then, MongoDB CEO Dev Ittycheria weighs in on the software firm’s latest earnings, and Fundstrat Global Advisors Managing Partner Tom Lee offers his perspective on the continued plunge in valuations. “Margins” Editor Ranjan Roy also weighs in on Tesla CEO Elon Musk’s ongoing feud with the SEC, and our Julia Boorstin returns with the results of a new CNBC-Momentive survey for women in the workplace. Later, CNBC’s Frank Holland reports on tech’s slow start to 2022 ahead of his special on the changing sector landscape airing at 6 pm ET. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Mar 9, 2022 • 44min
Recapping Apple’s Product Launch Event, President Biden’s Executive Order on Crypto & Space Force Chief of Space Operations John Raymond on the Russia-Ukraine Conflict
Our anchors start today’s show with CNBC’s Dom Chu breaking down the last volatile few days in tech trading, and Daring Fireball blogger John Gruber joins to recap Apple’s recent product launch event. Next, Wall Street Journal reporter Dave Michaels discusses his latest article on a federal probe into trades by entertainment moguls Barry Diller and David Geffen surrounding Microsoft’s acquisition of video game publisher Activision. Then, Sequoia Capital Partner Shaun Maguire talks crypto after President Biden signed an executive order addressing the regulation of digital assets, and CNBC’s Morgan Brennan interviews Space Force Chief of Space Operations Gen. John Raymond for his insight on the Russia-Ukraine conflict. Later, former VMware COO Sanjay Poonen weighs in on the performance of several cloud and software names, and our Julia Boorstin covers Disney employees and shareholders criticizing CEO Bob Chapek for the company’s response to Florida’s “Don’t Say Gay” Bill. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Mar 8, 2022 • 55min
President Biden Bans Russian Oil Imports, ConocoPhillips CEO Ryan Lance on Oil Prices & Block Co-Founder Jim McKelvey on Fintech and Crypto
Our anchors start today’s show looking at the performance of FAANG stocks to start 2022 with CNBC’s Mike Santoli and NYU Stern School of Business Professor Aswath Damodaran. Then, CNBC’s Steve Kovach and Wall Street Journal Senior Personal Technology Columnist Joanna Stern join to preview today’s Apple product launch event, and we bring you live coverage of President Biden’s press conference announcing a ban on Russian oil imports. Next, CNBC’s Brian Sullivan sits down with oil producer ConocoPhillips CEO Ryan Lance live from the CERAWeek energy conference in Houston for more on oil prices and sanctions. Later, fintech platform Block Co-Founder Jim McKelvey offers his outlook for the sector and crypto, and CNBC’s Frank Holland reports on the impact of the Russia-Ukraine conflict on cloud and enterprise software firms. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Mar 7, 2022 • 18min
TechCheck+ The Creative Process Behind Viral Social Ad Campaigns
TechCheck Producer Brandon Gomez discusses the future of marketing and advertising on social media. Movers + Shakers co-founders Evan Horowitz and Geoffrey Goldberg have been called “the go-to agency for brands making moves on TikTok”. They’ve worked with Amazon, Match.com, Hasbro, DSW, Warner Bros., and E.L.F. to pull in over 150 billion views and tap into the desirable Gen-Z and Millennial demographic. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Mar 7, 2022 • 44min
Visa and Mastercard Suspend Operations in Russia, Former Cisco CEO John Chambers on Ukraine Conflict & GameStop Chairman Ryan Cohen’s Bed Bath & Beyond Stake
Our anchors start today’s show breaking down the current macro headwinds for tech with CNBC’s Mike Santoli, and Bessemer Venture Partners’ Byron Deeter offers a look at opportunities in the cloud sector. Next, CNBC’s Kate Rooney reports on payments firms including Visa and Mastercard suspending operations in Russia, and Baird Senior Research Analyst Colin Sebastian weighs in on a range of delivery platforms competing in the advertising ecosystem. Then, Former Cisco CEO John Chambers discusses the market implications of the Russia-Ukraine conflict, and CNBC’s Dom Chu analyzes the performance of several pandemic stay-at-home stocks. Later, CNBC’s Leslie Picker covers billionaire GameStop Chairman Ryan Cohen taking a nearly 10% stake in retailer Bed Bath & Beyond, sending shares soaring. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Mar 4, 2022 • 44min
Sequoia Capital Unveils New Fund Structure, Previewing Apple’s Shareholders Meeting & Flexport CEO Ryan Petersen on Supply Chain Management Amid the Russia-Ukraine Conflict
Our anchors begin today’s show looking at stocks sinking lower to start the day with CNBC’s Mike Santoli, and Sequoia Capital Partner Roelof Botha sits down for an exclusive interview as the firm unveils a new fund structure. Then, CNBC’s Steve Kovach and J.P. Morgan analyst Samik Chatterjee weigh in on Apple ahead of the tech giant’s shareholders meeting and upcoming product launch event. Next, CNBC’s Frank Holland reports on cyberattack concerns facing U.S. supply chain operators, and freight forwarding company Flexport CEO Ryan Petersen offers additional insight on how businesses are navigating supply chains amid the Russia-Ukraine crisis. Later, our Julia Boorstin covers Disney releasing a cheaper, ad-supported subscription streaming option this year, and CNBC’s Kristina Partsinevelos breaks down the impact of the conflict in Ukraine on the semiconductor industry. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Mar 3, 2022 • 47min
Federal Reserve Chair Jerome Powell Testifies Before the Senate Banking Committee, C3 AI CEO Tom Siebel on Quarterly Performance & Samsara CEO Sanjit Biswas on First Results as a Public Company
We start today’s show bringing you Federal Reserve Chairman Jerome Powell’s live testimony before the Senate Committee on Banking, Housing and Urban Affairs before CNBC’s Steve Liesman recaps highlights from Powell’s comments this morning. Then, CNBC’s Mike Santoli weighs in on crude oil trading and the latest market moves, and C3 AI CEO Tom Siebel discusses the enterprise software provider’s most recent quarterly results. Next, our Julia Boorstin reports on the increase of women in executive roles at Russell 3000 companies, and internet-of-things software firm Samsara CEO Sanjit Biswas joins after posting results for the first time as a public company. Later, CNBC’s Steve Liesman returns with the latest from Fed Chair Powell’s ongoing remarks before the panel of congressional lawmakers. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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