

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

Mar 4, 2022 • 44min
Sequoia Capital Unveils New Fund Structure, Previewing Apple’s Shareholders Meeting & Flexport CEO Ryan Petersen on Supply Chain Management Amid the Russia-Ukraine Conflict
Our anchors begin today’s show looking at stocks sinking lower to start the day with CNBC’s Mike Santoli, and Sequoia Capital Partner Roelof Botha sits down for an exclusive interview as the firm unveils a new fund structure. Then, CNBC’s Steve Kovach and J.P. Morgan analyst Samik Chatterjee weigh in on Apple ahead of the tech giant’s shareholders meeting and upcoming product launch event. Next, CNBC’s Frank Holland reports on cyberattack concerns facing U.S. supply chain operators, and freight forwarding company Flexport CEO Ryan Petersen offers additional insight on how businesses are navigating supply chains amid the Russia-Ukraine crisis. Later, our Julia Boorstin covers Disney releasing a cheaper, ad-supported subscription streaming option this year, and CNBC’s Kristina Partsinevelos breaks down the impact of the conflict in Ukraine on the semiconductor industry. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Mar 3, 2022 • 47min
Federal Reserve Chair Jerome Powell Testifies Before the Senate Banking Committee, C3 AI CEO Tom Siebel on Quarterly Performance & Samsara CEO Sanjit Biswas on First Results as a Public Company
We start today’s show bringing you Federal Reserve Chairman Jerome Powell’s live testimony before the Senate Committee on Banking, Housing and Urban Affairs before CNBC’s Steve Liesman recaps highlights from Powell’s comments this morning. Then, CNBC’s Mike Santoli weighs in on crude oil trading and the latest market moves, and C3 AI CEO Tom Siebel discusses the enterprise software provider’s most recent quarterly results. Next, our Julia Boorstin reports on the increase of women in executive roles at Russell 3000 companies, and internet-of-things software firm Samsara CEO Sanjit Biswas joins after posting results for the first time as a public company. Later, CNBC’s Steve Liesman returns with the latest from Fed Chair Powell’s ongoing remarks before the panel of congressional lawmakers. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Mar 2, 2022 • 1h 1min
Federal Reserve Chair Jerome Powell Testifies Before the House Committee on Financial Services
We bring you a full hour of Federal Reserve Chairman Jerome Powell’s testimony before the House Committee on Financial Services. He offers his perspective on inflation, wages, the impact of the Russia-Ukraine conflict and more with the panel of bipartisan legislators. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Mar 1, 2022 • 26min
TechCheck+ The Role of Crypto in Geopolitics
TechCheck’s Deirdre Bosa discusses the evolving role of crypto in geopolitics with Blockstream’s Samson Mow and VanEck’s Gabor Gurbacs. They discussed the current challenges of using cryptocurrencies as the war in Ukraine unfolds and how NFTs and decentralized autonomous organizations (DAOs) are being used to raise support for Ukraine. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Mar 1, 2022 • 44min
Portfolio Structuring Amid the Conflict in Eastern Europe, Recapping Zoom’s Earnings & Russia-Ukraine Tensions Test the Case for Cryptocurrency
Our anchors start today’s show with CNBC’s Mike Santoli covering the bounce in growth stocks, and Plexo Capital Founding Managing Partner Lo Toney discusses portfolio structuring amid the current geopolitical tensions. Next, CNBC’s Kate Rooney reports on tech firms evacuating their employees from Ukraine, and Baird Senior Research Analyst Will Power breaks down video conferencing platform Zoom’s latest earnings after cutting his price target on the stock. CNBC’s Steve Liesman also profiles the impacts of the far-reaching sanctions against Russia, and our Julia Boorstin profiles movie studios pulling their releases from the Russian box office. Later, Slow Ventures General Partner Sam Lessin joins for a look at how the conflict between Russia and Ukraine is testing the case for cryptocurrency, and CNBC’s Dom Chu recaps the last volatile month of trading in the tech sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Feb 28, 2022 • 44min
Analyzing the Market Response to Russian Banking Sanctions, Software Plays Amid the Ongoing Crisis & Qualcomm CEO Cristiano Amon on New Product Announcements
Our anchors begin today’s show with CNBC’s Leslie Picker breaking down the effects that sanctioning Russian banks from the SWIFT payment system could have on U.S. financial institutions, and CNBC’s Mike Santoli profiles the trading response to the crisis in Eastern Europe. Then, Wedgewood Partners CIO David Rolfe takes a deeper dive into the market fallout surrounding the conflict, and Former Facebook Chief Security Officer and Stanford Internet Observatory Director Alex Stamos argues for stricter penalties from social media platforms targeting Russian misinformation. Next, Citi analyst Tyler Radke discusses software plays amid the broader geopolitical tensions, and chipmaker Qualcomm CEO Cristiano Amon joins in a first-on interview from the Mobile World Congress in Barcelona. Later, CNBC’s Shepard Smith reports on the latest developments in talks between Russia and Ukraine, and CNBC’s Kate Rooney covers the impact of sanctions on cryptocurrency transactions in Russia. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Feb 25, 2022 • 43min
Analyzing Earnings from Square and Coinbase, VMware CEO Raghu Raghuram on Q4 Results & Russia Partially Limits Facebook
Our anchors begin today’s show looking at the ongoing swing in tech stocks with CNBC’s Dom Chu, and Bespoke Investment Group Co-Founder Paul Hickey offers more context on the current market volatility. Then, our Julia Boorstin covers misinformation on social media surrounding Russia’s invasion of Ukraine, and Mizuho Managing Director Dan Dolev weighs in on the latest earnings from fintech platforms Block and Coinbase. Next, CNBC’s Steve Sedgwick reports on the newest developments in Eastern Europe, and VMWare CEO Raghu Raghuram joins exclusively to discuss the cloud-computing firm’s Q4 results. CNBC’s Kate Rooney also expands on the emergence of crypto as a viable currency alternative amid the ongoing crisis in Ukraine. Later, our Julia Boorstin returns with breaking news on Russia partially limiting access to Facebook in response to restrictions on the country’s media, and CNBC’s Robert Frank breaks down reports of an SEC investigation into Tesla CEO Elon Musk and his brother over alleged insider trading. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Feb 24, 2022 • 52min
Analyzing the Latest Russia-Ukraine Developments, Cyber Threats to U.S. Businesses Amid the Crisis & Outlining the Foreign Policy Implications of Russia’s Invasion
Our anchors start today’s show with CNBC’s Kayla Tausche reporting on the global response to Russia invading Ukraine overnight. Next, CNBC’s Dom Chu covers market volatility amid the ongoing crisis, and Retired Brigadier General and Former Assistant Secretary of State Mark Kimmitt discusses what to expect in Eastern Europe in the days ahead. Then, Wells Fargo Chairman of Global Internet Investment Banking Bob Peck weighs in on the financial implications of Russia’s invasion, and CNBC’s Eamon Javers covers new warnings on cyber threats to American businesses. Atlantic Council President and CEO Fred Kempe also breaks down the foreign policy implications of the conflict, and our Julia Boorstin expands on some of the morning’s top market movers. Later, CNBC’s Leslie Picker explains how the current geopolitical tensions might affect hedge funds, and Wilmington Trust Head of Investment Strategy Meghan Shue offers insight on the impact the conflict could have in the short- and long-terms. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Feb 23, 2022 • 44min
Recapping CNBC’s Exclusive Emails from Elon Musk, Monday.com Co-CEO Eran Zinman on Earnings & NASCAR President Steve Phelps on Digital Expansion
Our anchors begin today’s show breaking down the recent slump in mega-cap stocks with CNBC’s Dom Chu, and Bank of America Head of U.S. Equity and Quantitative Strategy Savita Subramanian shares her thoughts on opportunities in tech stocks that sunk during the latest correction. Then, RBC Capital Markets analyst Brad Erickson weighs in on privacy concerns surrounding Apple, and CNBC’s Brian Schwartz discusses exclusive emails he received from Tesla CEO Elon Musk accusing President Biden of ignoring the EV giant. Monday.com Co-CEO Eran Zinman also joins as shares of the cloud platform slide on its Q4 results. Later, NASCAR President Steve Phelps breaks down the sport’s expansion into gaming, simulated racing and more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Feb 22, 2022 • 45min
Breaking Down the Russia-Ukraine Conflict, Finding Opportunities in the Valuation Reset & Lendistry CEO Everett Sands on Growing Small Businesses
Our anchors start today’s show breaking down the White House’s response to the Russia-Ukraine conflict with CNBC’s Ylan Mui. Then, Stifel Co-Head of Global Technology Cole Bader joins for a look at tech valuations resetting, and CNBC’s Kate Rooney reports on Bitcoin plunging over rate hike concerns and the ongoing uncertainty in Eastern Europe. Next, Wall Street Journal Markets Reporter Gunjan Banerji highlights the current surge in short sellers adding to their positions amid the Russia-Ukraine tensions, and NBC News Correspondent Erin McLaughlin reports on Russian President Vladimir Putin receiving legislative permission to deploy the country’s military. CNBC’s Frank Holland also reports on supply chain issues stemming from the conflict, and GGV Capital Managing Partner Jeff Richards offers insight on valuations and opportunities in software. Later, Lendistry CEO Everett Sands discusses the community development financial institution’s work to provide capital to vulnerable small businesses. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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