

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 22, 2021 • 42min
Facebook Under Fire, Former CBS CEO on SPAC Launch & Freshworks CEO on Public Debut Today
Our anchors start off with a full feed of Facebook news with the stock down nearly 4 percent this morning. Then, The Margins Founder Ranjan Roy joins to give his take on Chinese tech stocks, including why he’s bullish on JD.com. We also cover the move in Adobe’s stock after its latest earnings report released last night. Next, Former CBS CEO Joe Ianniello joins as he launches his own media and tech focused SPAC today called Argus Capital Corp. Then, CNBC’s Kate Rooney joins to speak with Robinhood’s Chief Product Officer as the company announces new crypto features. We also bring you the details on new product announcements from Microsoft’s ongoing Surface event today. Later, we have Squarespace CEO Anthony Casalena as the company takes on Shopify with a slew of new e-commerce tools. Plus, Freshworks CEO Girish Mathrubootham joins live from the Nasdaq on the company’s public debut today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Sep 21, 2021 • 42min
Checking in on Semis, Wedbush Securities’ Market Take & CrowdStrike CEO on 10th Anniversary
Our anchors kick off this morning with CNBC’s Mike Santoli for a check on the semiconductor ETF and the software sector. Then, CNBC’s Kate Rooney is here to cover how Ark Invest’s Cathie Wood is playing the sell-off. Next, Wedbush Securities’ Joel Kulina is here to give his take on the market and share where he sees opportunity. We also cover the pop in Uber today after the company boosted its third-quarter financial outlook. Then, Bernstein Analyst Stacy Rasgon joins for a check on semiconductor stocks- which he says are increasingly becoming an enigma. We also cover the latest in gaming with Netflix releasing its first game… but not Netflix. Later, CrowdStrike CEO George Kurtz joins on the cybersecurity company’s 10th anniversary. We also cover the highlights from iPhone 13 reviews out this morning and Apple’s latest push into health. And later, Revolut CEO Nikolay Storonsky joins as the company announces it will launch commission-free stock trading in the U.S. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Sep 20, 2021 • 43min
Tracking Today’s Sell-Off, Exclusive Interview with DoorDash CEO Tony Xu & “The Contrarian” Author on Peter Thiel’s Influence and Power
Our anchors kick off the morning tracking the markets with CNBC’s Mike Santoli and Fundstrat’s Tom Lee as the September slide intensifies. Next, we hear exclusively from DoorDash Co-Founder and CEO Tony Xu with the company announcing today that users can now buy alcohol directly through the DoorDash app. Later, we check on the markets again with CNBC’s Dom Chu covering the divergences within tech. We also have Northman Trader Founder Sven Henrich to give his take on tech markets amid today’s sell-off. Then, CNBC’s Leslie Picker covers the performance of IPOs this year. We also have CNBC’s Josh Lipton on the biggest movers in the Nasdaq today. Later, “The Contrarian” Author Max Chafkin joins to discuss his new book on Peter Thiel’s influence and Silicon Valley’s pursuit of power. Plus, don’t miss CNBC’s Kate Rooney with a news alert on Coinbase and its crypto lending program. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Sep 17, 2021 • 45min
FireEye Mandiant CEO on Cybersecurity, Morgan Stanley’s EV Picks & Former Reddit CEO Ellen Pao’s Take on the Holmes Trial
Our anchors start off this Friday morning with CNBC’s Dom Chu on the tech stocks getting left behind and where you can find opportunity. Then, Morgan Stanley Auto Analyst Adam Jonas joins to give his take on EVs, saying today Tesla is “like the mechanical white rabbit at the dog race.” Next, FireEye Mandiant CEO Kevin Mandia is here to talk all things cybersecurity as the Biden Administration prepares sanctions targeting crypto ransomware payments. And what if TikTok actually got banned and sold its U.S. operations? Tune in for TechCheck’s take. Later, Former Reddit CEO Ellen Pao joins to discuss her op-ed in the New York Times on the Elizabeth Holmes trial, which she says is a wake-up call for sexism in tech. We also cover billionaire investor Mark Cuban’s series of tweets defending moves to regulate crypto. And later, CNBC’s Diana Olick joins with the story on how real estate agents are using artificial intelligence. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Sep 16, 2021 • 44min
Betting on E-Commerce and Fintech, Interactive Brokers Announces Crypto Trading & ForgeRock CEO on Public Debut
Our anchors start off the morning on a new report from FTC Chair Lina Khan alleging hundreds of deals by some of tech’s largest companies have gone unchecked. Then, Stifel Analyst Scott Devitt joins as the firm announces its top e-commerce picks. We also have Plexo Capital Managing Partner Lo Toney to give his take on the buy now, pay later trend that is boosting up fintech companies. Then, Interactive Brokers Chairman Thomas Peterffy joins as the company announces the launch of crypto trading. Plus, we have J.P. Morgan Analyst Samik Chatterjee on why he has an overweight rating on Apple despite what he sees as modest upgrades to the new products announced this week. Also, CNBC’s Jennifer Elias is here to discuss her report on Google Cloud’s reorganization of its engineering leadership under Google Cloud CEO Thomas Kurian. And later, ForgeRock CEO Fran Rosch joins live from the New York Stock Exchange on the identity software’s public debut today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Sep 15, 2021 • 44min
Apple Launches New Product Lineup, Facebook Under Fire & Live From the Kennedy Space Center Ahead of the SpaceX Launch
Our anchors start off the morning on the wins and losses from Apple’s “California Streaming” event yesterday. Wall Street Journal Tech Columnist Joanna Stern and Bank of America Analyst Wamsi Mohan join to further discuss the new product announcements and what they mean for the stock. We also have Wall Street Journal Reporter Jeff Horwitz to speak about his recent article based on internal documents out of Facebook showing there is a group of secret elite users who are excused from standard content moderation rules. Horwitz also shares his thoughts on a second report detailing how Facebook downplayed its knowledge that Instagram is toxic for teen girls. Later, we return to Apple with Daring Fireball Blogger John Gruber who talks the company’s strategy after its event yesterday. Then, we have CNBC’s Morgan Brennan live from the Kennedy Space Center in Florida ahead of SpaceX’s all-civilian flight launch today. Plus, to kick off Hispanic Heritage Month, we hear from HP Enterprise CEO Antonio Neri on how he brings his heritage to table and works to ensure diversity and inclusion is built at every level. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Sep 14, 2021 • 43min
TechCheck Special Edition: The Andy Jassy Interview. An Exclusive Conversation With Amazon's New CEO– The Second In The Company's History– on Antitrust Pressures, the Labor Environment, Media Strategy & Much More
On today’s special edition of TechCheck, we bring you Jon Fortt’s exclusive interview with Amazon CEO Andy Jassy. The interview kicks off with Jassy’s take on the antitrust pressures facing Amazon and Big Tech at large. Jassy also discusses Amazon’s e-commerce business, the pandemic’s impact on the company and the future of work. Next, Fortt covers the labor environment with Jassy after Former Amazon CEO Jeff Bezos set the tone in his last shareholder letter by writing “We are going to be earth’s best employer, and earth’s safest place to work.” We also hear about the moment when Bezos called Jassy and asked him to take the top position at Amazon. And later, Fortt covers Amazon’s artificial intelligence approach with Jassy and the company’s forward-looking media strategy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Sep 13, 2021 • 45min
Apple’s App Store Saga, Forge Global to Go Public Via SPAC & The Fintech Frenzy
Our anchors start off today’s show with the latest on the Apple vs. Epic Games ruling with Epic planning to appeal the decision. The Verge Editor-in-Chief Nilay Patel joins this morning to share his thoughts on the app store saga ahead of Apple’s “California Streaming” event tomorrow. We also cover Goldman Sachs’ new internet initiations today, including buy ratings on Amazon, Google, Facebook and more. Next, Motive Capital CEO Blythe Masters and Forge Global CEO Kelly Rodriquez join after announcing their $2 billion SPAC deal today to take Forge Global public. Later, we return to the Apple vs. Epic ruling and bring in Former Andreessen Horowitz Partner Benedict Evans to break it all down. Plus, we check in on the fintech space with Wolfe Research Managing Director Darrin Peller as digital payments company Stripe is in talks to go public soon. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Sep 10, 2021 • 51min
Breaking Down Affirm’s Earnings, Identifying the Next Big Terror Threat & U.S. Judge Issues Ruling in Apple vs. Epic Trial
Our anchors kick off this Friday morning with all the details on Affirm’s earnings boosting the stock over 20 percent this morning. Then, Angel Investor Jason Calacanis joins to share his thoughts on the buy now, pay later trend, the SEC targeting Coinbase and much more. Also, it’s been 20 years since the September 11th attacks, and CNBC’s Eamon Javers joins to cover where the next big terror threat may come from. Plus, we cover the breaking story on a U.S. judge issuing a ruling today on the Apple vs. Epic trial sending shares of Apple down more than 3 percent. We bring in The Verge Editor-in-Chief Nilay Patel, Loup Ventures Managing Partner Gene Munster and Daring Fireball Founder John Gruber to analyze this latest decision and its implications on Apple’s walled garden, the app store and antitrust regulation. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Sep 9, 2021 • 43min
Exclusive Interview with Microsoft CEO and LinkedIn CEO, NFL and Verizon Announce 5G Partnership & Amazon Calls Out Elon Musk
Our anchors kick off today’s big show with Jon Fortt’s exclusive interview with Microsoft CEO Satya Nadella and LinkedIn CEO Ryan Roslansky on a slew of new features, the future of work and much more. Then, we check in on GameStop with the stock tumbling today after the company reported earnings last night. Next, Logitech CEO Bracken Darrell joins to discuss the company’s climate commitment to be net zero by 2030 and climate positive beyond then. Also, with football season kicking off, we hear from NFL Commissioner Roger Goodell and Verizon CEO Hans Vestberg on a 10-year 5G partnership. Later, Varo CEO Colin Walsh joins as the digital bank announced it closed a $510 million funding round. Plus, don’t miss the details on Amazon calling out Elon Musk in a letter to the Federal Communications Commission. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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