

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

Feb 14, 2023 • 15min
TechCheck+ CookUnity CEO on Creating a Chef-To-Consumer Marketplace 2/14/23
CNBC's Julia Boorstin chats with CookUnity co-founder and CEO Mateo Marietti on creating the first chef-to-consumer marketplace in food delivery, closing the chef distribution gap, the company's ambitious expansion plans, and Marietti's mission to become the 'Spotify' of food delivery. They also discussed the platform's "digital-first business," and how CookUnity is working with farmers to create a sustainable model while providing critical tech layer infrastructure for both the consumer app and the chef apps.

Feb 14, 2023 • 44min
Inflation Rises to Start 2023, GlobalFoundries CEO Thomas Caulfield on Earnings & Checking the State of Venture Capital 02/14/23
Our anchors begin today’s show with CNBC’s Steve Liesman and Mike Santoli breaking down January’s hotter-than-expected inflation data, and CNBC’s Kristina Partsinevelos reports on Citadel Securities disclosing a stake in crypto bank Silvergate Capital. Next, GlobalFoundries CEO Thomas Caulfield discusses the chipmaker’s Q4 earnings beat, and RSE Ventures Co-Founder and CEO Matt Higgins offers his outlook for the state of venture capital. Later, IAC CEO Joey Levin weighs in on the company’s latest results, and Oppenheimer Executive Director Owen Lau shares his bull case for digital currency exchange Coinbase.

Feb 13, 2023 • 45min
Lawmakers Renew Calls for TikTok Ban, Check Point Software CEO Gil Shwed on Earnings & Evercore ISI Upgrades Zillow to Buy 2/13/23
Our anchors begin today’s show with CNBC’s Eunice Yoon covering what to expect from China’s potential reopening, and CNBC’s Arjun Kharpal reports on China’s e-commerce push in the U.S. Then, our Julia Boorstin looks at lawmakers reviving efforts to ban TikTok, and CNBC’s Rick Santelli breaks down the New York Fed’s consumer expectations survey ahead of tomorrow’s CPI report. Next, Check Point Software CEO Gil Shwed joins after the cybersecurity firm delivered a beat in Q4, and CNBC’s Frank Holland looks at Salesforce attracting the attention of activist investors. We also discuss the uptick in retail inflows with CNBC’s Kate Rooney and Interactive Brokers Chief Strategist Steve Sosnick. Later, Evercore ISI Head of Internet Research Mark Mahaney explains his decision to upgrade Zillow.

Feb 12, 2023 • 19min
TechCheck+ NFL’s Chief Media Officer on the Future of Sports Streaming 2/11/23
CNBC’s Julia Boorstin speaks with the NFL’s chief media and business officer Brian Rolapp from the Super Bowl in Arizona. Rolapp discusses this year’s big game, ratings, the league’s move to bring Sunday Ticket to YouTube, and what it all means for the future of sports streaming.

Feb 10, 2023 • 43min
Breaking Down Super Bowl Ad Spending, Expedia Group CEO Peter Kern on Earnings & DraftKings CEO Jason Robins on Sports Betting 2/10/23
We begin today’s show with CNBC’s Mike Santoli looking at this week’s divergence in the performance of the major indices, and our Julia Boorstin reports on ad spending for the Super Bowl this weekend. Then, Expedia Group CEO Peter Kern discusses travel demand after the travel platform posted a miss in Q4, and CNBC’s Kate Rooney covers the SEC doubling down on efforts to regulate crypto. Later, DraftKings CEO Jason Robins offers his outlook for sports betting ahead of the big game on Sunday, and CNBC’s Kristina Partsinevelos reports on demand for tech employees as more companies announce layoffs.

Feb 10, 2023 • 15min
TechCheck+ Oma Fertility CEO on using AI to improve IVF outcomes 2/10/23
CNBC's Meg Tirrell sits down with Oma Fertility Co-founder and CEO Gurjeet Singh to discuss how the company is using AI to improve the future of fertility outcomes and lower costs for patients. Singh will discuss Oma Fertility's technology during the IVF process—including how Oma uses machine learning for optimal sperm selection and overall treatment efficacy. They'll also chat about Oma's nationwide expansion into patient-level clinics and their mission to make fertility care more effective and affordable.

Feb 9, 2023 • 15min
TechCheck+ Tala founder and CEO Shivani Siroya on fintech's global growth 2/9/23
CNBC's Julia Boorstin speaks with Shivani Siroya, founder and CEO of Tala, an emerging markets microlender. Siroya dives into the the company's success in the current economic environment and shares why she thinks fintech can help dissolve barriers to entry for entrepreneurs worldwide.

Feb 9, 2023 • 43min
Disney’s Earnings Beat the Street, Sonos CEO Patrick Spence on Q4 Results & General Motors Partners with GlobalFoundries 2/9/23
We begin today’s show breaking down Disney’s earnings and cost-cutting plans, with insight from our Julia Boorstin, former Amazon Studios Head of Strategy Matthew Ball and Cowen Managing Director Doug Creutz. Then, Sonos CEO Patrick Spence breaks down the audio equipment maker’s strong holiday quarter, and CNBC’s Phil LeBeau reports on a new partnership between General Motors and chipmaker GlobalFoundries. Next, New Age Wealth Advisors Co-Founder Todd Gordon weighs in on fintech results from Affirm and Robinhood, and CNBC’s Hugh Son covers the state of the tech IPO market. Later, Morgan Stanley Managing Director Brian Nowak discusses Google’s push into AI, and CNBC’s Kristina Partsinevelos looks at layoffs affecting the semiconductor space.

Feb 8, 2023 • 44min
Alphabet Plunges on AI Chatbot Rollout, Uber’s Earnings Beat the Street & Khosla Ventures Founder Vinod Khosla on Artificial Intelligence 2/8/23
Our anchors begin today’s show looking at Alphabet shares sliding on the company’s AI chatbot rollout, with analysis from Verge Editor-in-Chief Nilay Patel and Evercore ISI Head of Internet Research Mark Mahaney. Then, our Julia Boorstin previews Disney’s earnings after the bell, and CNBC’s Eamon Javers reports on legal fees stemming from the collapse of FTX. Next, Goldman Sachs Asset Management Portfolio Manager Brook Dane discusses how to position your portfolio amid rising rates, and CNBC’s Kate Rooney looks ahead to fintech earnings from Robinhood and Affirm this afternoon. Later, Khosla Ventures Founder Vinod Khosla shares his perspective on big tech’s push into artificial intelligence.

Feb 7, 2023 • 16min
TechCheck+ Microsoft CEO Satya Nadella 2/7/23
CNBC’s Jon Fortt sits down with Microsoft CEO Satya Nadella to discuss its new AI-powered updates to its Bing search engine, Edge browser and more.