

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

Nov 1, 2022 • 44min
Uber Beats the Street in Q3, SoFi CEO Anthony Noto on Results & Previewing AMD’s Upcoming Earnings 11/1/22
Our anchors begin today’s show with Needham analyst Bernie McTernan discussing Uber beating the Street in Q3, and Destination Wealth Management CEO and Founder Michael Yoshikami weighs in on how to judge winning investments across big tech. Then, SoFi CEO Anthony Noto breaks down the personal finance firm’s latest results, and our Julia Boorstin reports on Disney+ testing an initiative giving subscribers access to certain Disney merchandise. Next, Goldman Sachs Managing Director Eric Sheridan explains what Uber’s Q3 means for gig economy names like Airbnb, DoorDash and Lyft, and CNBC’s Kristina Partsinevelos covers what investors should watch for as some of the biggest names in chips post earnings. Later, RXO CEO Drew Wilkerson offers a closer look at the truck brokerage business spinning off from freight transportation company XPO Logistics. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Oct 31, 2022 • 44min
Onsemi CEO Hassane El-Khoury on Earnings, Previewing Uber’s Results & Anchorage Digital Announces Partnership with Apollo Global Management 10/31/22
Our anchors begin today’s show with CNBC’s Mike Santoli taking a deep dive into the market setup for the week ahead, and 645 Ventures Co-Founder Nnamdi Okike shares his insight on big tech’s growth story. Then, our Julia Boorstin looks at growing concerns about misinformation and hate speech on Twitter since Elon Musk bought the platform, and Onsemi CEO Hassane El-Khoury discusses the chipmaker’s Q3 results. Next, Citi Managing Director Ron Josey previews this week’s earnings from Uber and DoorDash, and CNBC’s Eunice Yoon covers reports of Foxconn employees fleeing a Covid lockdown at one of the electronics manufacturer’s plants in China. Later, Anchorage Digital Co-Founder Diogo Mónica breaks down the crypto asset platform’s new partnership with Apollo Global Management. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Oct 28, 2022 • 43min
Elon Musk Takes Over Twitter, Intel CEO Pat Gelsinger on Earnings & Apple’s Results Beat the Street 10/28/22
Our anchors begin today’s show with CNBC’s Steve Kovach breaking down Apple’s latest earnings beat, and our Julia Boorstin joins with insight as Elon Musk takes over Twitter. Then, Intel CEO Pat Gelsinger breaks down the chipmaker’s Q3 results and perspective on the broader sector, and Needham analyst Laura Martin shares her thoughts on opportunities in big tech. Later, we take a second look at Apple’s quarter with Bank of America analyst Wamsi Mohan, and CNBC’s Diana Olick reports on tech firms cutting costs by leasing less real estate. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Oct 27, 2022 • 44min
Meta Plunges on Q3 Earnings Miss, Elon Musk Nears Twitter Deal & Previewing Apple’s Upcoming Results 10/27/22
Our anchors begin today’s show with Julia Boorstin and Platformer News Founder Casey Newton taking a deep dive into Meta’s Q3 earnings miss and Elon Musk nearing a deal to buy Twitter. Then, CNBC’s Steve Kovach and Cowen Managing Director Krish Sankar preview Apple’s results after the bell, and Bernstein analyst Mark Shmulik joins for a closer look at Mark Zuckerberg’s investments in the metaverse. Later, CNBC’s Kate Rooney reports on high-net-worth individuals finding buying opportunities in crypto, and CNBC’s Kristina Partsinevelos covers chipmakers that stand to benefit from increased spending on the metaverse. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Oct 26, 2022 • 43min
Microsoft and Google Sink on Results, A Deep Dive Into E-Commerce & Mobileye CEO Amnon Shashua on Today’s IPO 10/26/22
Our anchors begin today’s show with RBC analyst Rishi Jaluria and Evercore ISI Head of Internet Research Mark Mahaney weighing in on the latest earnings and guidance from Microsoft and Alphabet. Then, our Julia Boorstin breaks down Spotify’s Q3 results, and supply chain solutions firm Manhattan Associates CEO Eddie Capel offers his outlook for e-commerce heading into the holidays. Next, Wall Street Journal Senior Personal Technology Columnist Joanna Stern takes a deep dive into Snap CEO Evan Spiegel’s recent comments on the metaverse, Apple’s privacy changes and more. Our Jon Fortt also shares highlights from his recent interview with Labor Secretary Marty Walsh and Education Secretary Miguel Cardona. Later, CNBC’s Kristina Partsinevelos discusses the latest quarterly figures from chipmaker Texas Instruments, and Mobileye CEO Amnon Shashua joins after the self-driving tech business went public on the Nasdaq. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Oct 25, 2022 • 44min
Volatility Rattles Chinese Tech, Meta Releases Quest Pro VR Headset & Venmo Launches on Amazon 10/24/22
Our anchors begin today’s show with Verge Editor-in-Chief Nilay Patel taking a look at what to expect when Alphabet and Microsoft report earnings after the bell. Then, Grow Investment Group Chief Economist Hao Hong offers his insight on the volatility in Chinese tech names, and our Julia Boorstin reports on the release of Meta’s new Quest Pro VR headset. Next, Mark Asset Management CEO and Managing Partner shares his bull case for Meta, and CNBC’s Frank Holland breaks down data analytics company Qualtrics’ latest results. CNBC’s Kate Rooney also covers PayPal launching access to Venmo on Amazon, and J.P. Morgan Global Head of Payments Takis Georgakopoulos weighs in on opportunities in fintech. Later, our Julia Boorstin returns to preview music streamer Spotify’s earnings this afternoon. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Oct 24, 2022 • 43min
Altimeter Capital Calls on Meta to Cut Costs, Growth Headwinds for Microsoft & Previewing Apple’s Earnings 10/24/22
Our anchors begin today’s show with Julia Boorstin covering activist investor Altimeter Capital calling on Meta to reduce headcount and limit its investments in the metaverse. Then, MoffettNathanson Senior Managing Director Michael Nathanson looks ahead to a massive series of big tech earnings on the horizon, and NorthmanTrader Founder Sven Henrich offers his outlook for the current bear market rally. Next, CNBC’s Eamon Javers shares new reporting on investments in artificial intelligence made by Former Google CEO Eric Schmidt while chairing a federal commission on AI. Later, CNBC’s Steve Kovach breaks down growth headwinds affecting Microsoft ahead of earnings this week, and Evercore ISI analyst Amit Daryanani previews Apple’s upcoming results. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Oct 21, 2022 • 42min
Snap Shares Plunge on Q3 Results, Mercedes-AMG Petronas F1 Team Principal Toto Wolff on Motorsport Growth & Flexport Co-CEO Ryan Petersen on Supply Chain Pressures 10/21/22
Our anchors begin today’s show covering Snap’s Q3 revenue miss with Platformer News Founder Casey Newton and Big Technology newsletter author Alex Kantrowitz. Then, Canaccord Genuity analyst Kingsley Crane joins with his outlook for Datadog after upgrading the software company to a buy rating, and CNBC’s Steve Kovach takes a deep dive into the impact of currency headwinds on big tech names posting results. Next, we share highlights from our Deirdre Bosa’s interview on the international growth of F1 racing with Mercedes-AMG Petronas Team Principal Toto Wolff and CrowdStrike CEO George Kurtz. Later, we dive back into Snap with UBS analyst Lloyd Walmsley, and our Julia Boorstin recaps her conversation with Flexport Co-CEO Ryan Petersen on decreasing supply chain challenges. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Oct 20, 2022 • 44min
IBM’s Earnings Beat the Street, Tesla’s Revenue Misses in Q3 & A Deep Dive into Digital Advertising 10/20/22
Our anchors begin today’s show breaking down IBM’s Q3 earnings with MoffettNathanson Partner Lisa Ellis, and Oppenheimer analyst Colin Rusch shares his take on the latest results from Tesla. Then, our Julia Boorstin and Plexo Capital Founding Managing Partner Lo Toney take a deep dive into the digital ad space, and Satori Fund Founder Dan Niles shares his outlook for the broader market volatility. Next, CNBC’s Kristina Partsinevelos reports on the impact of U.S. chip restrictions on China for semiconductor equipment maker Lam Research. Later, our Julia Boorstin returns for a closer look at AT&T as shares surge after posting a beat on the quarter. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Oct 19, 2022 • 43min
Netflix Surges on Q3 Beat, The Bull Case for Enterprise Software & Previewing Tesla’s Earnings 10/19/22
Our anchors begin today’s show with Julia Boorstin and Cowen analyst John Blackledge breaking down Netflix beating the street in Q3, sending shares surging. Then, BMO Wealth Management Chief Investment Strategist Yung-Yu Ma shares his bull case for enterprise software, and CNBC’s Dom Chu highlights the top Nasdaq gainers of the morning. Later, we take another look at Netflix’s ad-supported tier with Mobile Dev Memo Founder Eric Seufert, and CNBC’s Phil LeBeau previews today’s earnings from Tesla after the bell. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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