

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 6, 2022 • 44min
Breaking Down the Tech Rally’s Pause, Atlassian Co-CEO Scott Farquhar on Remote Work & Miami’s Emergence as a Crypto Hub 4/6/22
Our anchors start today’s show breaking down the pause in the tech stock rally with CNBC’s Mike Santoli, and Plexo Capital Founding Managing Partner Lo Toney joins to discuss his bull case for Adobe and Alphabet. Next, our Jon Fortt shares sound from his interview with Atlassian Co-Founder and Co-CEO Scott Farquhar ahead of the software company’s Team 22 conference, and CNBC’s Kate Rooney reports on Miami’s emergence as a hub for crypto investors. Then, CNBC’s Kristina Partsinevelos highlights today’s Nasdaq movers as the index moves lower to start the day, and Credit Suisse Head of U.S. Equity Strategy and Quantitative Research Jonathan Golub offers his long-term investment outlook for tech stocks. Later, CNBC’s Steve Kovach covers Piper Sandler’s annual survey on investment and brand preferences among teenagers, and Needham semiconductors analyst Rajvindra Gill takes a closer look at the chip sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Apr 5, 2022 • 27min
TechCheck+ Short Interest in Stablecoins 4/5/22
TechCheck’s Deirdre Bosa spoke with Matt Ballensweig, Genesis Trading’s co-head of trading and lending, on the recent interest in short positions. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Apr 5, 2022 • 45min
Elon Musk to Join Twitter’s Board, WarnerMedia CEO Jason Kilar on Decision to Step Down & Amazon’s Plans for Satellite-Based Internet Service 4/5/22
Our anchors begin today’s show with Craft Ventures General Partner David Sacks discussing Twitter appointing Elon Musk to its board of directors and opportunities in the fintech space. Then, CNBC’s Kristina Partsinevelos reports on chipmaker Analog Devices’ investor day, and Citi Senior Tech Analyst Jim Suva weighs in on tech hardware providers and concerns over softening demand affecting investors. Next, our Julia Boorstin sits down with WarnerMedia CEO Jason Kilar for an exclusive interview on his plans to step down as head of the entertainment giant. CNBC’s Morgan Brennan also covers Amazon’s plans to launch satellite-based broadband internet service, and our Jon Fortt shares highlights from his interview with IBM Senior Vice President and Director of Research Darío Gil. Later, CNBC’s Steve Kovach breaks down gaming company Roblox CEO David Baszucki receiving a $233 million pay package in 2021. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Apr 4, 2022 • 19min
TechCheck+ Latino Representation in VC 4/04/22
TechCheck producer Brandon Gomez spoke with LAT VC (L’ATTITUDE Ventures) partner Laura Moreno Lucas about Latino representation in venture capital and her work to change the investment landscape for Latinos. They also discussed the 2022 IPO drought. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Apr 4, 2022 • 45min
Elon Musk Becomes Twitter’s Largest Outside Shareholder, Amazon Labor Union President Chris Smalls on Vote to Unionize & Twitch Co-Founder Justin Kan on NFTs in Gaming 4/4/22
Our anchors start today’s show looking at Twitter after Elon Musk became the social media platform’s largest outside shareholder, with insight from Goldman Sachs analyst Eric Sheridan and Verge Editor-in-Chief Nilay Patel. Then, Amazon Labor Union President Chris Smalls joins after successfully leading the first vote for Amazon warehouse workers to unionize in the company’s history, and Stifel analyst Scott Devitt offers his thoughts on how the union vote could affect the e-commerce giant’s bottom line. Later, CNBC’s Phil LeBeau reports on Tesla delivering a record number of vehicles in Q1, and livestreaming service Twitch Co-Founder Justin Kan discusses gaming companies expanding into NFT offerings. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Apr 1, 2022 • 35min
Breaking Down Tech’s Volatile Q1, The Bear Case for Disney & IPOs Drop Off to Start 2022 4/1/22
We begin today’s show covering President Biden’s remarks on the March jobs report before our anchors bring in CNBC’s Mike Santoli to recap a volatile Q1. Next, MoffettNathanson Senior Managing Director Michael Nathanson discusses his bearish outlook on Disney, and CNBC’s Leslie Picker analyzes the drop-off in IPOs to start the year. Then, Former Andreessen Horowitz Partner Benedict Evans weighs in on tech regulations, and O’Shaughnessy Asset Management Co-CIO Chris Meredith shares insight on how investors should think about risk and tech positioning heading into the second quarter. Later, our Julia Boorstin reports on ad spending growth flattening out, and CNBC’s Kate Rooney looks at banks including Morgan Stanley and Goldman Sachs expanding their dedicated crypto teams. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Mar 31, 2022 • 44min
SentinelOne CEO Tomer Weingarten on Cybersecurity, Finding Value in Crypto Exchanges & Instagram Unveils New Features 3/31/22
Our anchors begin today’s show with CNBC’s Eamon Javers reporting on a small business advocacy organization financed by Google and Amazon, and GGV Capital Managing Partner Jeff Richards weighs in on the current market volatility. Next, SentinelOne CEO Tomer Weingarten discusses the findings of new research from the cybersecurity firm alleging vulnerabilities in the Microsoft Azure cloud computing platform. Then, Electric Capital Co-Founder and Managing Partner Avichal Garg shares his insight on investment opportunities in crypto exchanges, and our Julia Boorstin covers a series of features rolling out on Instagram. Later, CNBC’s Phil LeBeau looks at an EV company targeting ride-hail and last mile delivery drivers with a new lease model. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Mar 30, 2022 • 43min
Micron’s Earnings Beat the Street, HashiCorp CEO Dave McJannet on Enterprise Spending & Fraud Concerns Surrounding the Metaverse 3/30/22
Our anchors begin today’s show covering chipmaker Micron’s earnings beat with Piper Sandler Senior Research Analyst Harsh Kumar, and CNBC’s Dom Chu looks at Apple aiming for its 12th consecutive day of gains. Then, Bessemer Venture Partners’ Byron Deeter weighs in on the cloud sector, and CNBC’s Robert Frank breaks down how President Biden’s billionaire tax could lead some publicly traded businesses to go private. Next, our Julia Boorstin profiles the Street’s outlook on Disney, and software firm HashiCorp CEO Dave McJannet offers insight on enterprise spending and the company’s performance since its December IPO. Later, CNBC’s Steve Kovach discusses video game publisher Activision Blizzard’s agreement to settle a sexual harassment lawsuit against the company, and CNBC’s Kristina Partsinevelos reports on fraud and security concerns surrounding the metaverse. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Mar 29, 2022 • 43min
Department of Justice Endorses New Tech Antitrust Legislation, District of Columbia Attorney General Karl Racine on Grubhub Lawsuit & Finding Value in the Streaming Space 3/29/22
Our anchors begin today’s show breaking down where to find opportunity in tech stocks with Cambria Investment Management Co-Founder and CIO Meb Faber. Then, our Julia Boorstin covers the Department of Justice endorsing new antitrust legislation targeting big tech firms, and District of Columbia Attorney General Karl Racine discusses his lawsuits against Amazon and Grubhub. Next, our Julia Boorstin returns with the results of a new report detailing growing pressure on Netflix, and Mark Asset Management Founder and Managing Partner Morris Mark weighs in on the streaming space. Later, CNBC’s Kate Rooney looks at Bitcoin’s rebound, and Loop Capital Markets analyst Laura Champine shares insight on e-commerce platform Etsy after downgrading the stock and lowering her price target. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Mar 28, 2022 • 37min
President Biden Unveils 2023 Budget, Apple’s ‘Best Picture’ Oscar & Cloudflare CEO Matthew Prince on Cybersecurity 3/28/22
Our anchors begin today’s show with CNBC’s Ylan Mui sharing details from President Biden’s newly released 2023 budget proposal, and Morgan Stanley Head of Global Auto Research Adam Jonas joins for a look at Tesla’s tumultuous start to 2022. Then, Bespoke Investment Group Co-Founder Paul Hickey shares insight on the relationship between rising rates and tech stocks, and our Julia Boorstin discusses Apple becoming the first streaming platform to win ‘Best Picture’ at the Academy Awards. Next, cybersecurity firm Cloudflare CEO Matthew Prince offers his take on the state of the sector amid the Russia-Ukraine conflict, and Wall Street Journal markets reporter Gunjan Banerji elaborates on her latest reporting about a change in tech investing behavior driven by the ongoing volatility in the market. Later, CNBC’s Robert Frank highlights the tax impact Biden’s budget could have on some of the country’s top tech CEOs. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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