

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

Jun 9, 2022 • 44min
The Bull and Bear Case for Meta, Microsoft Launches Game Pass Service for Samsung TVs & Citi Lowers Estimates on Intel 06/09/22
Our anchors begin today’s show taking a deep dive into Meta’s valuation, headwinds and more with CNBC’s Dom Chu and our Julia Boorstin. Then, Canvas Ventures General Partner Mike Ghaffary and Jefferies analyst Brent Thill debate the bull and bear cases for Meta, and CNBC’s Steve Kovach reports on Microsoft launching a game pass service for Samsung TVs. Next, Citi analyst Christopher Danely shares his outlook for Intel and the broader chip space, and Bernstein analyst Nikhil Devnani weighs in on top picks DoorDash, Etsy and Uber. Later, CNBC’s Kate Rooney covers SEC Chair Gary Gensler’s proposed rule changes for stock trading firms. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Jun 8, 2022 • 44min
Breaking Down Netflix-Roku Acquisition Rumors, Flexport CEO Ryan Petersen on C-Suite Change & Smartsheet CEO Mark Mader on Results 6/8/22
Our anchors start today’s show hunting for opportunity amid the down market with CNBC’s Dom Chu, and our Julia Boorstin reports on rumors surrounding Netflix acquiring streamer Roku. Then, MoffettNathanson Senior Managing Director Michael Nathanson circles back with more insight on Netflix, and Flexport CEO Ryan Petersen joins after announcing outgoing Amazon Worldwide Consumer CEO Dave Clark will become the freight forwarding company’s new CEO. Next, CNBC’s Bob Pisani joins for a look at the crypto landscape from Piper Sandler’s Global Exchange Conference, and our Julia Boorstin returns with highlights from Spotify’s first investor day since going public in 2018. Later, Smartsheet CEO Mark Mader breaks down the software-as-a-service firm’s latest results and guidance. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Jun 7, 2022 • 45min
MongoDB CEO Dev Ittycheria on Outlook, GitLab CEO Sid Sijbrandij on Q1 Beat & Uber Teams with Waymo on Autonomous Trucking 6/7/22
Our anchors begin today’s show with CNBC’s Jim Cramer sharing his thoughts on Apple following the start of the tech giant’s Worldwide Developers Conference, and MongoDB CEO Dev Ittycheria offers insight as the software firm hosts its investor day. Next, our Julia Boorstin reports on Texas Attorney General Ken Paxton opening an investigation into bot accounts on Twitter, and Verge Editor-in-Chief Nilay Patel circles back for a closer look at Apple’s biggest announcements from WWDC. DevOps platform GitLab CEO Sid Sijbrandij also joins after beating the Street’s expectations in Q1, and CNBC’s Kate Rooney delivers an update on PayPal letting users transfer crypto on and off the platform. Later, CNBC’s Phil LeBeau covers Uber’s plans to team up with Waymo on autonomous trucking. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Jun 6, 2022 • 44min
What to Expect from Apple’s WWDC, Affirm CEO Max Levchin on Buy-Now-Pay-Later Outlook & Big Tech Reacts to Potential Federal Privacy Bill
Our anchors start today’s show with Satori Fund Founder Dan Niles offering his outlook for the markets, and CNBC’s Steve Kovach joins Wall Street Journal Senior Personal Technology Columnist Joanna Stern to share their expectations for Apple’s annual Worldwide Developers Conference. Next, our Julia Boorstin reports on the latest in the Elon Musk-Twitter saga, and Affirm Founder and CEO Max Levchin shares his thoughts on the headwinds facing the buy-now-pay-later space. Later, CNBC’s Kate Rooney breaks down software firm MicroStrategy’s attempts to become a Bitcoin company, and CNBC’s Ylan Mui covers big tech’s reaction to a new bipartisan bill that could create a federal framework for data collection and privacy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Jun 3, 2022 • 50min
Previewing Apple’s Worldwide Developers Conference, Layoffs Sweep Across Tech & Autonomous Robo-Taxi Service Gains Approval in San Francisco 6/3/22
Our show begins with President Joe Biden delivering remarks on the May jobs report before our anchors share highlights from interviews with HashiCorp CEO Dave McJannet, PagerDuty CEO Jennifer Tejada and Samsara CEO Sanjit Biswas offering their outlook after delivering Q1 results. Then, BMO Wealth Management Chief Investment Strategist Yung-Yu Ma joins with his thoughts on the volatility in tech, and CNBC’s Steve Kovach breaks down the latest on Apple as the tech giant gets set to kick off its annual Worldwide Developers Conference. Later, CNBC’s Kate Rooney covers layoffs and hiring freezes sweeping across the sector, and CNBC’s Phil LeBeau reports on autonomous vehicle company Cruise gaining approval to offer a robo-taxi service to paying riders in San Francisco. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Jun 2, 2022 • 14min
TechCheck+ Guild Co-founder & CEO Rachel Romer Carlson 6/2/22
CNBC's Julia Boorstin chats with Guild co-founder and CEO Rachel Romer Carlson on the heels of the edtech unicorn announcing a $175 million Series F financing round this morning, including an investment from Oprah Winfrey.
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Jun 2, 2022 • 44min
Meta COO Sheryl Sandberg Plans to Step Down, Hewlett Packard Enterprise CEO Antonio Neri on Q2 Earnings & C3 AI CEO Tom Siebel Discusses Latest Results 6/2/22
Our anchors begin today’s show covering Microsoft cutting its quarterly revenue and earnings guidance, with insight from CNBC’s Steve Kovach and Bespoke Investment Group Co-Founder Paul Hickey. Then, our Julia Boorstin reports on Meta COO Sheryl Sandberg’s plans to step down from her role, and Hewlett Packard Enterprise CEO Antonio Neri joins for a look at the company’s Q2 earnings. Next, we circle back to Sheryl Sandberg’s announcement with Chegg CEO Dan Rosensweig, who helped introduce her to Meta CEO Mark Zuckerberg. C3 AI CEO Tom Siebel also weighs in on the enterprise software provider’s latest results, and our Julia Boorstin returns for a deep dive into social media platforms Snap and Pinterest. Later, our Jon Fortt shares highlights from his interview with Qualcomm CEO Cristiano Amon and ServiceNow CEO Bill McDermott at the first-ever Fortt Knox dinner. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Jun 1, 2022 • 45min
Breaking Down Salesforce’s Latest Earnings, San Francisco Federal Reserve President Mary Daly on Inflation & “Stranger Things” Breaks Netflix Opening Weekend Viewing Record 6/1/22
Our anchors begin today’s show breaking down the latest earnings from software company Salesforce with Index Ventures Partner Nina Achadjian and Evercore ISI Senior Managing Director Kirk Materne. Then, CNBC’s Frank Holland covers HP’s quarterly results, and San Francisco Federal Reserve President and CEO Mary Daly joins for an exclusive interview on inflation, rate hikes and more. Next, our Julia Boorstin reports on the Supreme Court temporarily blocking a controversial Texas law that would ban online platforms from moderating or removing content based on viewpoint. CNBC’s Ylan Mui also covers the Senate moving closer to a bipartisan deal on antitrust legislation that could affect Amazon, and Neuberger Berman CIO Hari Ramanan shares insight on tech investments that could help investors ride out the current economic headwinds. Later, our Julia Boorstin returns for a look at “Stranger Things” breaking Netflix’s opening weekend viewing record. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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May 31, 2022 • 44min
The Bull and Bear Case for Software, “Top Gun: Maverick” Beats Box Office Expectations & Finding Opportunity in Fintech 5/31/22
Our anchors begin today’s show with CNBC’s Dom Chu breaking down falling valuations among stocks with strong fundamentals. Then, ACME Capital Co-Founder and Partner Hany Nada and Jefferies analyst Brent Thill debate the bull and bear cases for software, and Citi Managing Director Jim Suva shares his insight on opportunities in hardware. Next, our Julia Boorstin recaps the massive opening weekend for “Top Gun: Maverick,” and CNBC’s Kristina Partsinevelos highlights the top Nasdaq movers of the morning. NorthmanTrader Founder Sven Henrich also joins for a look at inflation and the tech sector, and CNBC’s Kate Rooney analyzes winners and losers in the fintech space. Later, CNBC’s Frank Holland previews earnings from Salesforce and HP before both companies report results after the bell. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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May 27, 2022 • 45min
Zscaler CEO Jay Chaudhry, Snowflake CEO Frank Slootman & Autodesk CEO Andrew Anagnost Break Down Their Latest Earnings 5/27/22
Our anchors begin today’s show with Bessemer Venture Partners’ Byron Deeter sharing his outlook for enterprises pulling back hiring and spending, and Zscaler CEO Jay Chaudhry joins for a look at the cloud security provider’s latest earnings. Then, our Julia Boorstin reports on Twitter shareholders filing a class action lawsuit against Elon Musk and the platform, and Snowflake CEO Frank Slootman offers his insight on the cloud computing firm’s results and guidance. Later, software company Autodesk CEO Andrew Anagnost weighs in after beating the Street in Q1, sending shares surging. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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