

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

Apr 30, 2021 • 44min
Recapping Big Tech’s Massive Week in Earnings, The Music Streaming Fight & BEEPLE
Tech executive and big-time tech investor Keith Rabois joins us at the top of the show to talk the Amazon quarterly earnings that brought in over $100 billion in revenue. We also get his thoughts on the charges the EU just slapped on Apple over its app store breaking competition rules after Spotify launched a complaint at the tech giant in 2019. Then, an exciting interview with digital artist Beeple on his new spring NFT launch. You’ll remember he sold his NFT collage at Christie’s earlier this year for a whopping $69 million. We get all his thoughts on the growth of the NFT space in such a short amount of time and where it can go from here. We’ve also noticed a more easy-going social media presence from Jeff Bezos, as the world’s richest man is noticeably posting more and more on Instagram. We’re also covering the lack of gender diversity in the Venture Capital world, particularly this year, and Twitter’s miss in analyst expectations of its monetizable daily users for the quarter. And Julia Boorstin takes the rest of the TechCheck squad live to the reopening of the Disneyland theme park. Don’t miss all that and more of the biggest tech headlines. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Apr 29, 2021 • 44min
Rivals Facebook & Apple Crush Their Earnings, Amazon’s Workplace Culture & Qualcomm’s CEO-Elect
A massive day for mega cap tech: Apple and Facebook reported blowout earnings last night, in the midst of their privacy fight over the new iOS 14.5 software update. We cover what Tim Cook and Mark Zuckerberg had to say on their earnings calls. And the Qualcomm earnings are no slouch either—incoming CEO Cristiano Amon joins us for the first time on TechCheck to break down their quarter. On those Apple earnings, we had this to ask of our audience: what’s the bear case for this stock that just won’t quit? And who needs a reality check? Well, that would be Amazon, as LinkedIn names the company as the top place where Americans want to work, despite the company facing its biggest unionization effort at an Alabama warehouse earlier this month. More on the labor concerns and workplace culture at Amazon on the show today. Then, we’re joined by the CEO of one of the most successful SPACs— John Carrington of Stem. And Julia Boorstin joins the rest of the TechCheck gang to explain Verizon’s latest effort to potentially sell off Yahoo and AOL for about half what they bought them for not long ago. Don’t miss all this and more of today’s tech headlines. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Apr 28, 2021 • 44min
Big Tech Earnings: Microsoft & Google, What Went Wrong For Spotify & Pinterest This Quarter & the Shopify President
Microsoft and Alphabet reported earnings last night with clean beats, both banking big in reaching post-pandemic peaks. Ranjan Roy, one half of the duo behind the Substack tech newsletter “The Margins,” joins us to discuss the tech giants’ revenue growth, the future of Cloud and which companies are positioned well coming out of the pandemic. Then, Shopify President Harley Finkelstein makes his TechCheck debut to talk the company reporting better than expected earnings and revenue for its quarter, benefitting from the online shopping boom. We also jump into some of the earnings misses, covering Spotify’s tough day after earnings were reported. And Julia Boorstin details the slump in Pinterest’s subscriber growth, as pandemic restrictions are eased. Finally, Basecamp Co-Founder David Heinemeier Hansson comes on the show to address the pushback he’s received from Basecamp’s decision to ban political conversations at work. Listen in for that spirited conversation and all the tech movers of the day. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Apr 27, 2021 • 44min
Tesla’s Record Earnings, The Latest in the Delivery and Driving Space & Adobe’s CEO
Leaders of big name companies are joining us today to break down the latest in tech. We get Lyft Co-Founder John Zimmer’s thoughts on the ride-share app’s deal with Toyota to sell its sell-driving unit. DoorDash COO Christopher Payne joins in to talk the food delivery app’s news to lower the fees it charges restaurants. We also get hedge fund manager Dan Niles’ take on Tesla’s record Q1 earnings reported yesterday and his top picks, given the state of the industry right now. Not to mention the Twitter spats Elon Musk is fining himself in lately. Then, we’ve got an exclusive interview with Adobe CEO Shantanu Narayen on the company’s deal with FedEx to integrate its ShopRunner e-commerce service to help brands manage shipping and logistics. And our Julia Boorstin brings us an interview with ESPN Chairman on all the deals going on in the world of streaming and media distribution. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Apr 26, 2021 • 44min
The Week to Come in Tech Earnings, The Latest in the Facebook vs. Apple Feud & Elon’s SNL Debut
Big Tech has a BIG week in earnings, as most of the FAANG names report their Q1 numbers this week. Tech investor and Palantir Co-Founder Joe Lonsdale joins CNBC’s Carl Quintanilla, Jon Fortt & Deirdre Bosa today to talk his expectations for the biggest names in the industry. He also gave us his thoughts on Bitcoin after it’s tough week and rallying weekend. Kara Swisher is also back with us today to give her two cents on the latest in the Facebook vs. Apple privacy feud. We’re also covering GameStop letting CEO George Sherman walk away with millions and Tesla’s EV competition in China. Then, an interview with the Henrique Dubugras, CEO of fintech unicorn Brex, receiving a $7.4 billion valuation. And lastly, we ask our viewers to write a joke for Elon Musk’s upcoming SNL monologue in today’s #crowdsource. The most entertaining of answers air on the show. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Apr 23, 2021 • 44min
A Look at Intel Earnings, Biden’s Tax Hike’s Implications for Tech & the Nextdoor CEO
The biggest thing in tech today? Those Intel earnings—the stock is falling today despite earnings beating estimates. Then, we bring in investor Tim Draper to dish on his opposition to Biden’s capital gains tax hike proposal and his belief that Bitcoin is the future, as evidenced by his biting tweets yesterday. Draper believes that the tax increase could lead to the end of Silicon Valley as we know it. Then, we have an exclusive interview with Nextdoor CEO Sarah Friar. The social networking service is now available in a third of homes in North America. We also take a look at the stocks millennials are driving up and the hacker group going after Apple. And our Julia Boorstin recaps our Oscar pre-show livestream last night with some of the biggest names in Hollywood. Bringing you all that and other big tech headlines today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Apr 22, 2021 • 44min
Big Tech’s Big Lobbying Spend, Just Eat’s Spat w/ Uber & STEVE AOKI
Big things today for TechCheck. The Verge’s EIC Nilay Patel joins us to talk Big Tech vs. Small Tech, just as app makers took to Capitol Hill to testify before Congress that they are “afraid” of tech giants like Apple and Google. Then, from the horse’s mouth: we get the scoop on what went down on Twitter yesterday between Uber CEO Dara Khosrowshahi and Just Eat’s CEO Jitse Groen from Groen himself. Our media and streaming expert Julia Boorstin brings us an interview with Sony Pictures CEO Tony Vinciquerra ahead of the Oscars this weekend. The entertainment company announcing a new streaming deal with Disney. And then… the legend that is Steve Aoki announces his new NFT project on our air. Listen for all that and much more tech news of the day. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Apr 21, 2021 • 44min
The Aftermath of Apple’s Spring Event, Netflix’s Disappointing Earnings Day & the UiPath IPO
There’s so much to cover in the aftermath of yesterday’s Apple ‘Spring Loaded’ event, we had to bring WSJ tech columnist Joanna Stern back to break down all the new products: from the iPad Pro to the new AirTags. She also gives us her take on the audio space that is starting to get crowded by big tech players. Then, one of the greats: Mark Mahaney of Evercore gives his outlook on Netflix, given their disappointing earnings report and decline in subscriber growth. We also hear from the Co-Founder & CEO of UiPath, with the cloud player going public in one of the biggest software IPOs today. Then, CNBC’s Senior Washington Correspondent Eamon Javers joins us with a report on the $50 million ransomware hack with Apple’s supplier as the target. We also get a look into Amazon’s new partnership with Dish to help launch their 5G network from David Brown, VP of Amazon Elastic Compute Cloud (EC2). Digging into all that and more of the tech headlines you should know today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Apr 20, 2021 • 45min
Looking Ahead to Apple’s ‘Spring Loaded’ Event, Netflix & IBM Earnings & ‘National Doge Day’
It’s 4/20 and according to Dogecoin fanatics, it’s also ‘National Doge Day.’ As Bitcoin takes a hit, fans of the meme-based cryptocurrency are trying to send Doge to the moon. We discuss that and count down to Apple’s ‘Spring Loaded’ event with long-time investor and Zillow Co-Founder Spencer Rascoff. We also bring WSJ tech columnist Joanna Stern into the conversation to preview the expected product announcements from the Apple event. Julia Boorstin gives us a look into Netflix’s Q1 earnings reporting today after a record 2020 in subscriber growth. We also chat IBM earnings that beat expectations after a slowdown for the company in recent years. Then, CNBC Asia’s Eunice Yoon joins us live from Shanghai on the integration of the digital Yuan into transactions in China. All that and more of the biggest tech headlines of the day Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Apr 19, 2021 • 45min
Clubhouse’s $4B Valuation, Facebook’s Plan for Audio Domination & Sonos CEO Patrick Spence
TechCheck kicks off week 2 with a jam-packed hour on audio news. Starting off with podcast extraordinaire Kara Swisher with her take on Clubhouse’s $4 billion valuation after its latest funding round, Facebook’s plan to launch a suite of audio products and Apple Music’s ‘one penny’ policy. Then, we go to Sonos CEO Patrick Spence, a leader in the audio space taking on big tech in an infringement suit against Google. We also cover the SPAC slump as some of those names begin to cool off after surging to new highs this year, Tesla finding itself in hot water after some concerning accidents and Julia Boorstin joins on the myriad ways Facebook and Apple are becoming rivals. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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