

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 18, 2022 • 19min
TechCheck+ Korea's Hollywood Breakthrough with 'Pachinko' EP 4/18/22
CNBC's Carl Quintanilla spoke to agent-turned-producer Theresa Kang-Lowe — founder and CEO of Blue Marble Pictures and one of the executive producers of the acclaimed epic drama "Pachinko" on Apple TV+. They discussed how her agency experience at Endeavor prepared her to helm her own production company, the challenges behind bringing a project of Pachinko's scale to fruition, and why now is the moment for global audiences to embrace Korean stories. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Apr 18, 2022 • 43min
Twitter Adopts Poison Pill Plan, Select Apple Employees Look to Unionize & Rent the Runway CEO Jennifer Hyman on Quarterly Results 4/18/22
Our anchors begin today’s show with Plexo Capital Founding Managing Partner Lo Toney breaking down Twitter’s decision to adopt a “poison pill” shareholder rights plan in the wake of Tesla CEO Elon Musk’s bid to buy the social media giant. Then, Guggenheim Securities Senior Managing Director Eric Mandl weighs in on consolidation in the tech sector, and Wall Street Journal reporter Tim Higgins joins after publishing a new article on Apple’s transition to making chips in-house. Next, CNBC’s Steve Kovach covers employees looking to unionize at Apple’s Grand Central Terminal store in New York City, and CNBC’s Dom Chu looks at how to play the 10-year yield hitting a three-year high. Later, Rent the Runway CEO Jennifer Hyman discusses the e-commerce platform’s performance following its latest quarterly results, and our Carl Quintanilla recaps his interview with Blue Marble Pictures Founder and CEO Theresa Kang-Lowe on the global expansion of Korean cinema. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Apr 14, 2022 • 44min
Elon Musk Looks to Buy Twitter: Breaking Down the Offer Price, Potential Rival Bidders & Possible Implications on Tesla and SpaceX 4/14/22
Our anchors start today’s show covering Elon Musk’s bid to buy Twitter, with Verge Editor-in-Chief Nilay Patel discussing the implications Musk’s ownership could have on Tesla and SpaceX. Then, NYU Stern School of Business Professor Aswath Damodaran weighs in on Musk’s offer price for the platform, and former Twitter Global Chair of News Vivian Schiller looks at whether the company could work as a subscription model instead of an ad business. Next, CNBC’s Robert Frank breaks down Musk’s options for funding the purchase, and former investment banker William Cohan shares his outlook for rival bidders who could also try to take over Twitter. NBC News Correspondent Gadi Schwartz also recaps his reporting on using crypto in El Salvador after the country made Bitcoin a national currency. Later, New York Times Contributor Kara Swisher joins for more on Musk’s potential motivations for wanting to own Twitter, and CNBC’s Mike Santoli analyzes the platform’s long-term share performance. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Apr 13, 2022 • 43min
Glitch CEO Anil Dash on Tech Decentralization, Challenges Facing Roku & Microsoft President Brad Smith on Regulations 4/13/22
Our anchors begin today’s show breaking down New Street Advisors Group Founder and CEO Delano Saporu’s outlook for inflation and the tech sector, and coding platform Glitch CEO Anil Dash shares his thoughts on Elon Musk’s role at Twitter and more. Then, our Julia Boorstin covers a MoffettNathanson note outlining challenges facing streaming service Roku, and CNBC’s Phil LeBeau reports on the TSA extending its mask mandate for air travel. Later, RBC Capital analyst Brad Erickson joins after lowering his estimates and price target for Meta, and CNBC’s Steve Kovach hosts an exclusive conversation with Microsoft President Brad Smith at the IAPP Global Privacy Summit in Washington, D.C. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Apr 12, 2022 • 21min
TechCheck+ Bitcoin at $40K: Where does it go next? 4/12/22
TechCheck’s Deirdre Bosa spoke with CNBC tech reporter Kate Rooney about the rising risks facing crypto, as well as key takeaways from the Bitcoin 2022 conference in Miami. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Apr 12, 2022 • 41min
The Bull Case for Microsoft, Apple CEO Tim Cook Speaks at Global Privacy Summit & Bolt CEO Maju Kuruvilla on $1.5B Acquisition 4/12/22
Our anchors start today’s show with Kindred Ventures Managing Partner Kanyi Maqubela offering his perspective on the tech sector and Elon Musk deciding against joining Twitter’s board of directors. Then, Evercore ISI analyst Kirk Materne shares his bullish outlook for Microsoft, and Wall Street Journal markets reporter Gunjan Banerji discusses investor confusion surrounding the current market volatility. Next, CNBC’s Steve Kovach reports on Apple CEO Tim Cook’s comments at the IAPP Global Privacy Summit in Washington, D.C., and our Julia Boorstin breaks down three bearish calls on Netflix this morning. Later, fintech check-out company Bolt CEO Maju Kuruvilla joins after announcing plans to acquire crypto infrastructure provider Wyre for $1.5 billion. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Apr 11, 2022 • 43min
Elon Musk No Longer Joining Twitter’s Board, Appian CEO Matt Calkins on Low-Code Software & Actor Mark Wahlberg on the Media Landscape 4/11/22
Our anchors begin today’s show with Verge Editor-in-Chief Nilay Patel looking at Elon Musk no longer joining Twitter’s board of directors, and Wedbush analyst Matt Bryson weighs in on the underperformance of select chip stocks. Then, CNBC’s Frank Holland reports on cloud names declining amid pressure from geopolitical tensions and rate hike fears, and low-code software maker Appian Founder and CEO Matt Calkins offers his perspective on investor interest in the space. Later, actor, producer and entrepreneur Mark Wahlberg joins to discuss the media landscape for streaming platforms and traditional movie studios before the release of his latest movie, “Father Stu,” on Wednesday. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Apr 8, 2022 • 44min
Axiom Space Launches First Commercial Flight to the ISS, CrowdStrike CEO George Kurtz on Cybersecurity & NetApp CEO George Kurian on Tech Consolidation 4/8/22
Our anchors start today’s show with CNBC’s Kristina Partsinevelos recapping the Nasdaq’s decline over the past week, and Former VMware COO Sanjay Poonen analyzes whether the tech rally has come to an end. Then, CNBC’s Morgan Brennan reports live as Axiom Space launches the first fully commercial private flight to the International Space Station, and Big Technology newsletter author Alex Kantrowitz breaks down Elon Musk opening Tesla’s newest factory in Texas, joining Twitter’s board and more. Next, cybersecurity firm CrowdStrike CEO George Kurtz joins after receiving clearance to protect U.S. Department of Defense assets. Later, CNBC’s Steve Kovach previews Apple’s first “Friday Night Baseball” broadcast this evening, and data management services provider NetApp CEO George Kurian offers a look at the state of M&A in the tech sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Apr 7, 2022 • 31min
TechCheck+ Binance CEO Changpeng Zhao 4/7/22
TechCheck’s Deirdre Bosa spoke with Binance CEO Changpeng Zhao, as the company’s U.S. affiliate raises its first round of funding at a $4.5 billion valuation. They discussed crypto prices and the current regulatory environment. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Apr 7, 2022 • 43min
Berkshire Hathaway Becomes HP’s Largest Shareholder, Thoma Bravo Co-Founder Orlando Bravo on Bitcoin & Former Reddit CEO Ellen Pao on Twitter Content Moderation 4/7/22
Our anchors begin today’s show breaking down Berkshire Hathaway becoming HP’s largest shareholder with CNBC’s Mike Santoli, and Satori Fund Founder Dan Niles looks at tech investment opportunities in today’s market. Then, Thoma Bravo Co-Founder Orlando Bravo discusses the private equity firm’s latest ventures, his thoughts on the future of Bitcoin and more. Next, Former Reddit CEO Ellen Pao offers her insight on Twitter’s content moderation in light of Elon Musk joining the social media platform’s board, and our Jon Fortt recaps his recent interview with tax software maker Avalara CEO Scott McFarlane. Later, our Deirdre Bosa shares highlights from her conversation with Binance CEO Changpeng Zhao on digital currency and fee compression for crypto exchanges. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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