

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

Jul 19, 2022 • 44min
Elon Musk and Twitter Face Off in Court, Previewing Netflix’s Earnings & New Reporting on the Bankruptcy of Celsius Network 7/19/22
Our anchors begin today’s show covering the latest in the Elon Musk-Twitter saga as their lawyers face off for the first time in court, with insight from Plexo Capital Founding Managing Partner Lo Toney and Verge Editor-in-Chief Nilay Patel. Then, Former Amazon Studios Head of Strategy Matthew Ball joins to preview Netflix’s earnings after the bell, and CNBC’s Kate Rooney shares new reporting on the bankruptcy of crypto lender Celsius Network. Later, we circle back to the legal battle between Musk and Twitter with insight from Former Delaware Court of Chancery Vice Chancellor Carolyn Berger. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Jul 18, 2022 • 44min
Potential Consolidation Targets in Streaming, Airbus CEO Guillaume Faury on Supply Chain Challenges & GlobalFoundries CEO Thomas Caulfield on Domestic Chip Production 7/18/22
Our anchors start today’s show with CNBC’s Mike Santoli analyzing the state of the bear market, and GGV Capital Managing Partner Jeff Richards joins with his outlook for consolidation in the software space. Then, BMO Wealth Management Chief Investment Strategist Yung-Yu Ma joins to discuss Netflix before the streaming giant reports earnings tomorrow, and CNBC’s Phil LeBeau sits down with Airbus CEO Guillaume Faury at Britain’s Farnborough International Airshow. Later, chipmaker GlobalFoundries CEO Thomas Caulfield offers insight on what lies ahead for domestic semiconductor production, and CNBC’s Ylan Mui shares highlights from her interview with Lockheed Martin CEO Jim Taiclet on the potential for a vote on the CHIPS Act in Congress this week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Jul 15, 2022 • 44min
Stripe Slashes Internal Valuation, Morgan Stanley Lowers Estimates for Microsoft & A Look at the Turbulent Crypto Ecosystem 7/15/22
Our anchors begin today’s show with New Street Advisors Group Founder and CEO Delano Saporu offering his outlook for tech earnings and the current interest rate environment, and NYU Stern School of Business Professor Aswath Damodaran offers his insight on payments company Stripe cutting its internal valuation by nearly 30%. Then, Morgan Stanley analyst Keith Weiss joins after lowering his estimates for Microsoft, and KeyBanc Capital Markets analyst Brandon Nispel shares his outlook for Apple. Later, CNBC’s MacKenzie Sigalos looks at the broader crypto landscape in the wake of lender Celsius Network filing for bankruptcy, and CNBC’s Kayla Tausche reports on President Biden’s meeting in Saudi Arabia with Crown Prince Mohammed bin Salman. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Jul 14, 2022 • 44min
E-Commerce Reacts to Market Volatility, Netflix Teams With Microsoft on Ad-Supported Tier & Potential Advertising Opportunities for Apple 7/14/22
Our anchors begin today’s show with CNBC’s Steve Liesman breaking down Federal Reserve Governor Christopher Waller’s latest comments on the economy, and Founders Fund Partner Keith Rabois joins to discuss the reaction of e-commerce to the ongoing volatility. Then, our Julia Boorstin covers Netflix’s plans to team up with Microsoft on an ad-supported subscription platform, and Bank of America analyst Wamsi Mohan offers his thoughts on advertising opportunities for Apple. Next, CNBC’s Ylan Mui reports on potential legislation that could provide billions in tax incentives and grants for domestic semiconductor manufacturing, and CNBC’s Kate Rooney looks at bankruptcy proceedings across the crypto industry. MoffettNathanson Partner Lisa Ellis also shares her insight on the fintech space, and CNBC’s Phil LeBeau analyzes Tesla’s market share in the U.S. Later, our Julia Boorstin returns to recap her interview with toy company Mattel CEO Ynon Kreiz from CNBC’s annual Evolve Summit. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Jul 13, 2022 • 44min
Twitter Sues Elon Musk, Finding Red Flags in the Investing Industry & Unity Announces Plans to Merge with IronSource 7/13/22
Our anchors begin today’s show with CNBC’s Mike Santoli breaking down the impact of the morning’s CPI data on high-growth tech trading, and Citi analyst Ron Josey shares his outlook for Amazon amid the current inflationary environment. Then, our Julia Boorstin reports on Twitter filing a lawsuit against Elon Musk in hopes of getting him to complete his deal to buy the platform. Next, QVR Advisors CIO and Managing Member Benn Eifert joins after publishing a new piece on red flags in the investment industry, and CNBC’s Steve Kovach covers video game software company Unity’s plans to merge with app business platform ironSource. Later, Guggenheim Partners Senior Managing Director Robert Bartlett offers his thoughts on consolidation in the software space, and we circle back to the Musk-Twitter lawsuit with Vanderbilt Law Professor Morgan Ricks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Jul 12, 2022 • 44min
Etsy CEO Josh Silverman and Code.org CEO Hadi Partovi on Expanding Computer Science Education & NetApp CEO George Kurian on Enterprise Cloud Outlook 7/12/22
Our anchors begin today’s show with CNBC’s Mike Santoli looking ahead to the impact of tomorrow’s inflation numbers on high-growth tech trading, and Morgan Stanley Head of Global Auto Research Adam Jonas offers his thoughts on a potential car from Apple. Then, Etsy CEO Josh Silverman and Code.org Co-Founder and CEO Hadi Partovi join after signing a new letter alongside 500 other corporate leaders calling on governors to expand access to computer science classes in schools across the country. Later, data management company NetApp CEO George Kurian offers his outlook for macro and foreign exchange crosswinds affecting the enterprise cloud space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Jul 11, 2022 • 43min
Elon Musk Looks to Scrap Twitter Deal, The Bull Case for Meta and Alphabet & Family Offices Go Big on Crypto 7/11/22
Our anchors begin today’s show covering Elon Musk looking to scrap his deal to buy Twitter, and Satori Fund Founder Dan Niles shares his thoughts on the state of the broader market. Then, Goldman Sachs Managing Director Eric Sheridan offers his bear case for Meta and Alphabet, and CNBC’s Leslie Picker breaks down the performance of hedge funds in the first half of 2022. Next, we circle back to the Twitter-Musk legal battle with analysis from Columbia Law School Professor Zohar Goshen, and CNBC’s Robert Frank reports on prominent family offices investing large portions of their holdings in digital currencies. Later, Council on Foreign Relations Senior Fellow Sebastian Mallaby joins after publishing a new column in the Washington Post betting big on crypto’s future. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Jul 8, 2022 • 43min
Breaking Down the Growth Rally, The Bull Case for Software and Semis & Tether CTO Paolo Ardoino on the Stablecoin Ecosystem 7/8/22
Our anchors begin today’s show breaking down the rally in growth stocks with CNBC’s Dom Chu, and Goldman Sachs Asset Management Portfolio Manager Brook Dane joins with his bull case for software and semiconductors. Then, Former Square Executive Chairman Jackie Reses offers her outlook for fintech, and CNBC’s Steve Kovach highlights the week’s gains for mega-cap tech names. Next, CNBC’s Steve Liesman covers recent comments from Fed Governor Lael Brainard on the crypto space, and stablecoin Tether Chief Technology Officer Paolo Ardoino shares his insight amid the broader turbulence hitting digital currencies. Later, our Julia Boorstin recaps her interview with Liberty Media CEO Greg Maffei from the Sun Valley conference, covering M&A, the expansion of Formula 1 and more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Jul 7, 2022 • 44min
Tech Start-Up Funding Plunges in 2022, A Look at TikTok’s User Data Storage & Samsung Reports Q2 Results 7/7/22
Our anchors begin today’s show with CNBC’s Mike Santoli weighing in on the market’s rotation back into growth, and Craft Ventures Co-Founder David Sacks offers his insight on tech start-ups amid the current volatility. Then, Platformer Editor Casey Newton joins after publishing a new piece on TikTok’s storage of user data, and CNBC’s Kristina Partsinevelos reports on Samsung’s Q2 results. Next, Evercore ISI Head of Internet Research Mark Mahaney shares his outlook for the sector, and our Julia Boorstin covers the latest on the broader pullback in ad spending from the Sun Valley conference in Idaho. Later, CNBC’s Kate Rooney breaks down the role of FTX CEO Sam Bankman-Fried in helping to stabilize the crypto ecosystem. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Jul 6, 2022 • 43min
Amazon Takes Stake in Grubhub, Arm CEO Rene Haas on Chip Space Outlook & Sun Valley Conference Kicks Off in Idaho 7/6/22
Our anchors begin today’s show with Needham analyst Bernie McTernan offering his insight on Amazon taking a stake in food delivery platform Grubhub, and Evercore ISI analyst Amit Daryanani explains his recent decision to downgrade HP. Then, Incisive Ventures Founder and Managing Partner Martin Tobias makes his case against VC firms becoming investment advisors, and chip designer Arm CEO Rene Haas shares his outlook for the broader semiconductor space. Later, our Julia Boorstin reports from the Sun Valley conference in Idaho as some of the biggest names in media and tech gather with macroeconomic uncertainty, streaming and advertising spending in full focus. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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