

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

May 14, 2021 • 44min
Disney’s Streaming Subscriber Miss, Airbnb CEO Post-Earnings & The Latest on Ghost Kitchen Start-Ups
CNBC’s Julia Boorstin joins us to break down Disney’s latest earnings report. The company reporting an earnings beat, but a miss on subscribers and revenue yesterday. Then, Needham Managing Director Laura Martin gives her take on Disney and other FAANG names amid tech’s volatile run. CNBC’s Deirdre Bosa speaks with Airbnb Co-Founder and CEO Brian Chesky in a First on CNBC interview to break down the company’s earnings report and outlook as the economy reopens. Then, CNBC’s Kate Rooney gives us the scoop on Coinbase, which released its first earnings report since going public, and Dogecoin’s price boost after Elon Musk vows to work with Dogecoin developers to improve efficiency. Later, CNBC’s Kate Rogers has the latest details on a ghost kitchen start-up initiated by a group of former Uber executives. And then, Lazard Managing Director Dennis Berman focuses on the rise of digital subscriptions in light of Disney’s subscriber miss. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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May 13, 2021 • 44min
Bitcoin Bust, Applovin CEO on Earnings & the Buzz on Bumble with CEO Whitney Wolfe Herd
Founder of Bespoke Investment Group Paul Hickey joins us to chat about Apple and the broader tech sector. Then, CNBC’s Josh Lipton seeks out opportunity amid the dip in tech stocks. Later, Applovin CEO Adam Foroughi breaks down the company’s first earnings report since going public - the stock seeing a drop since its IPO in mid-April. And we get into all the latest details behind bitcoin’s big tumble since Elon Musk suspended cryptocurrency payments for Tesla cars, citing environmental concerns. Julia Boorstin also brings us Bumble Founder and CEO Whitney Wolfe Herd to discuss the company’s latest earnings report and outlook in what many are calling the upcoming “summer of love” as pandemic restrictions continue to ease. And CNBC’s Dom Chu zeroes in on the most crowded stocks outlined in a UBS note today. We also get to our Deirdre Bosa, who is breaking the news on Masterclass securing its latest funding round today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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May 12, 2021 • 44min
Byron Deeter’s Tech Stock Picks, the Successes & Challenges Facing ARKK & the FuboTV & Unity CEOs
Bessemer Venture Partner Byron Deeter joins the TechCheck anchors to reveal his top tech picks, as the tech tumble rages on. Then, we ask Unity Software CEO John Riccitiello to weigh in on the Epic Games vs. Apple battle over the App Store’s fees, as the leader of a video game development company that benefits from the store’s visibility. CNBC’s Dom Chu then helps us break down the successes and challenges facing Cathie Wood’s Ark Invest Fund right now. And our Julia Boorstin brings us a First On CNBC interview with FuboTV’s CEO David Gandler after the company reported earnings that beat estimates and has seen significant subscriber growth since the beginning of the pandemic. We’ve got all that and gut checks on some of the biggest stock movers in tech right now. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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May 11, 2021 • 42min
The Tech Sell-Off Shaking the Industry, The Pipeline Attack Hackers Speak & ServiceNow CEO
Tom Lee of Fundstrat Global Advisors joins us amid the global tech sell-off to break down his thesis that tech stocks could drop up to another 7%. We’ve also got an exclusive with ServiceNow CEO Bill McDermott on his outlook for the software company amidst the sell-off and his plans for M&A (spoiler: none!). Eamon Javers then joins the rest of the TechCheck crew with the latest on the Colonial Pipeline hack. The hackers’ aim? Cash, not chaos. Biden is set to meet with Russian Pres. Putin on the cyber attack. We also cover the big moves Shopify and Roblox are seeing today. And lastly, Lucid Motors CEO Peter Rawlinson is with us on his decision to go public pre-production and the future of the EV space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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May 10, 2021 • 46min
Kara Swisher Weighs in on Musk on SNL, Dogecoin Takes a Tumble & the Cloudflare CEO
After Tesla CEO Elon Musk’s highly-anticipated SNL hosting debut over the weekend, NYT Contributor and Pivot Co-Host Kara Swisher gives us her thoughts on how he did. TLDR: it was a win. The biggest thing in tech right now? We’re calling it as the software stocks taking a tumble today and Dogecoin’s negative response to Musk’s comments on the cryptocurrency during SNL. Lo Toney of Plexo Capital helps us break down those moves and how investors are reacting. Dom Chu takes us inside Nasdaq’s tough week (it’s on a major losing streak) and Eamon Javers reports on the cyber ransomware pipeline attack. Then, Cloudflare Co-Founder & CEO Matthew Prince joins the TechCheck gang to talk earnings and what he calls the “unparalleled amount of cyber activity going on in the world right now." Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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May 7, 2021 • 43min
Amazon Sidewalk’s Latest Features & Partners, Dropbox CEO Post-Earnings & Our Exclusive with DraftKing’s CEO
Amazon’s Senior Vice President of Devices and Services David Limp joins us to unpack Amazon Sidewalk’s latest features and partnerships announced today and how the new technology competes with similar Apple products. Then, following Dropbox’s earnings, Dropbox Co-Founder & CEO Drew Houston joins us in an exclusive interview to discuss the company’s recent performance and future outlook as employees return to the office. Later, CNBC’s Dom Chu explores speculative tech’s recent slowdown, focusing on whether the Ark Innovation ETF will make a comeback after its dip in performance this year. Also, now you can send money directly to select users on Twitter through its new “tip jar” feature. And bet on DraftKings? CEO Jason Robins joins us in an exclusive interview to break down the company’s recent earnings report. Robins also discusses the company’s future outlook as more states look to legalize sports betting. Later, CNBC’s Josh Lipton highlights what we learned from week one of the Apple vs. Epic Trial. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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May 6, 2021 • 43min
Work-From-Home Stocks Losing Steam, General Atlantic CEO on Investing Strategy & Dell CEO on the Company’s Latest Technology
CNBC’s Deirdre Bosa breaks down Uber earnings and explains why the stock slowed down today. Then, CNBC’s Leslie Picker joins for an exclusive interview with General Atlantic Chairman and CEO Bill Ford on the company’s investing strategy and where he sees opportunity. Ford also gives his take on IPOs, Uber and Airbnb. Then, CNBC’s Dom Chu checks in on your favorite work-from-home plays, some of which have lost steam since being on a tear during the pandemic. CNBC’s Julia Boorstin previews Roku, which is set to report earnings today after the bell, and highlights that the company’s response to its standoff with YouTube will be key to watch for. Later, Dell CEO Michael Dell joins us in an exclusive interview to explain the company’s latest technology and offerings. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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May 5, 2021 • 43min
Trump’s Facebook Ban Continues, Coursera CEO on First Earnings Report Since Going Public & Are Tech Stocks Resetting?
CNBC’s Julia Boorstin chats with our anchors about the Facebook Oversight Board’s decision to uphold Trump’s Facebook ban. Evercore Head of Internet Research Mark Mahaney joins the conversation to further discuss Facebook’s new homework given by the Oversight Board to create better rules for suspending users. Then, Mahaney pivots to the latest Lyft news after the company reported a revenue and earnings beat yesterday. Later, CNBC’s Eamon Javers brings us Trump’s first reaction after learning of the Oversight Board’s ruling on his Facebook account. Later, Coursera CEO Jeff Maggioncalda joins us to break down Coursera’s first earnings report since going public. Then, are tech stocks resetting? CNBC’s Bob Pisani explores the selloff yesterday and tells us where tech stocks are headed. Former Cisco Systems CEO John Chambers adds more details on the tech sector and tells us where he sees opportunity. And would you take a vacation to outer space? CNBC’s Morgan Brennan shares the latest details on Blue Origin’s plans for space tourism. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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May 4, 2021 • 43min
Inside the Courtroom at the Apple vs. Epic Trial, Investor Garry Tan on his Anti-Amazon Thesis & the Gates Divorce
NYT’s Erin Griffith gives us the inside scoop on the Apple and Epic Games trial after being front and center on trial day one. Then, investor Garry Tan provides us with his anti-Amazon thesis highlighting that “If Amazon is the empire, we like to fund rebels.” Tan, the first-ever Coinbase investor, also gives his take on the future direction of cryptocurrency. In light of the tech selloff today, CNBC’s Dom Chu zeroes in on the performance of small to mid-cap tech stocks since the start of the year. Later, listen to CNBC’s Julia Boorstin on the advertising wars heating up—not only are top tech companies competing in this space, but retailers like Walmart and Target are joining the fight as well. Also, more details on Bill and Melinda Gates splitting up after 27 years, including how they plan to split their fortune. And live from San Jose, CNBC’s Scott Cohn on what to expect from the Elizabeth Holmes’ trial set to begin today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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May 3, 2021 • 43min
Apple & Epic Games Take to Court, Buffett’s Robinhood Comments & Chicago Cubs Chairman Tom Ricketts
On the first day of Apple and Epic Games’ showdown in court over their app store monopoly dispute, NYT Contributor and “Sway” podcast host Kara Swisher joins us to weigh in on the many fronts of the battles Apple is waging and how sustainable they are. We also asked her about the Verizon sale of its Yahoo! and AOL media assets to Apollo Global Management, with the news of the $5 billion sale breaking this morning. Then, CNBC’s Kate Rooney reports on Warren Buffett’s controversial comments on the popular trading platform Robinhood at Berkshire Hathaway’s annual shareholder meeting on Saturday and his lack of commentary on the rise of bitcoin. Julia Boorstin then takes us inside Max Hodak’s decision to step down as President of Elon Musk’s brain-implant start-up, Nueralink. Speaking of Musk, the Tesla founder tweeting recently about his upcoming SNL hosting debut and asking for feedback on some sketch ideas. We’ve also got an interview with Chicago Cubs Chairman Tom Ricketts and retail start-up Enjoy’s CEO Ron Johnson on their SPAC merger. All that, plus the tech headlines you should know today on the show. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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