

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

Nov 17, 2021 • 43min
Jim Cramer Talks E-Commerce and EVs, Staples Center to be Renamed Crypto.com Arena & Live from CNBC’s Tech Executive Council Summit
Our anchors start off the morning with CNBC’s Jim Cramer to talk tech e-commerce, electric vehicles and chips. Then, Bessemer Venture Partners’ Byron Deeter joins to share some of his top picks and discuss how tech will weather an inflationary environment. Later, we cover a downgrade on Roku by Moffett Nathanson. Also, Crypto.com CEO Kris Marszalek joins on news that LA’s Staples Center will be renamed Crypto.com Arena this December. Plus, our Jon Fortt is live at CNBC’s Tech Executive Council Summit in New York with MongoDB Chief Technology Officer Mark Porter to discuss the impact of supply chain bottlenecks and the great resignation on the company. And later, Meta Platforms shows off a new haptic glove to enhance experiences in the metaverse. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Nov 16, 2021 • 43min
Bitcoin’s Tumble, Tesla Bull Turns Bearish & Qualcomm CEO on Investor Day
Our anchors start off the morning with today’s sell-off in crypto and comments from Twitter CFO Ned Segal that it doesn’t make sense for the company to put crypto on its balance sheet. Then, Wedbush Securities’ Joel Kulina is here to discuss fintech stocks, metaverse plays and much more. Plus, we’re diving into quantum computing today— CNBC’s Eamon Javers covers its importance to America’s security, while CNBC’s Kate Rooney breaks down investor appetite in the space. Later, CNBC’s Robert Frank is here to explain why Elon Musk is selling shares of Tesla. Then, Elazar Advisors Analyst Chaim Siegel joins after he downgraded Tesla to neutral. Also, CNBC’s Julia Boorstin gives us an update on the trial between IAC and Tinder’s Co-Founders. And don’t miss a first on CNBC interview with Qualcomm CEO Cristiano Amon live from the company’s investor day today in New York. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Nov 15, 2021 • 43min
CNBC’s Jim Cramer Makes His TechCheck Debut, Bill.com CEO Talks Growth Trajectory & Into the Icelandverse
Our anchors kick off this morning with CNBC’s Jim Cramer on his top stock picks in the electric vehicle and semiconductor sectors. Then, Bill.com Founder and CEO René Lacerte joins to discuss opportunity in the small and medium sized business space. Next, Fundstrat’s Tom Lee is here to give his take on markets and Bitcoin, which he says will top $100k before the end of the year. Plus, CNBC’s Mackenzie Sigalos has the story on Bitcoin’s network getting its biggest upgrade in four years. Also, CNBC’s Hugh Son brings us the details on Apple’s digital ID rollout and how taxpayers are footing part of the bill. Later, Loop Capital Analyst Anthony Chukumba joins after he downgraded Shopify this morning. And later, into the Icelandverse! Head of Visit Iceland Sigríður Dögg Guðmundsdóttir is here after the tourism board created a commercial for the country mocking Mark Zuckerberg’s metaverse. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Nov 12, 2021 • 44min
Bullish Options Run Wild, Nvidia Gets a Downgrade & Mark Zuckerberg’s Hail Mary Play
Our anchors start off the morning with a discussion on what Big Tech break-ups would look like after this week’s break-up announcements from General Electric, Toshiba and Johnson & Johnson. Then, The Wall Street Journal’s Gunjan Banerji joins to discuss retail investors, options trading and much more. Also, CNBC’s Julia Boorstin is here to talk Disney as the company celebrates the 2-year anniversary of its streaming service. Next, Wedbush Securities SVP Matt Bryson is here on his latest note downgrading Nvidia to neutral today. Also, CNBC’s Courtney Reagan joins to cover the performance of direct-to-consumer companies like Warby Parker and Allbirds. We also have The New Yorker Contributor Charles Duhigg to talk Mark Zuckerberg’s metaverse, which he calls a hail Mary play. Plus, we cover the SEC turning down Vaneck’s plans for a spot Bitcoin ETF. And later, we check in on Rivian’s performance since its public debut this week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Nov 11, 2021 • 44min
Bumble CEO Talks Optimistic Outlook, Affirm CEO on the Quarter & Weave CEO on Public Debut
Our anchors kick off the morning with CNBC’s Julia Boorstin on Disney’s earnings results sending the stock lower this morning. Then, CNBC’s Phil LeBeau joins to cover Rivian after the company made its public debut yesterday. Next, CNBC’s Kate Rooney is here with the details on fintech earnings movers Affirm and Sofi. Also, Bumble CEO Whitney Wolfe Herd joins to discuss the latest quarter and her optimistic outlook for the company. Then, AppLovin CEO Adam Foroughi is here on the company’s record third quarter results boosting shares today. Plus, CNBC’s Robert Frank has the story on Elon Musk selling shares of Tesla. Next, Affirm CEO Max Levchin joins as the shares of Affirm rally post-earnings. And later, we have Weave CEO Roy Banks as his small business communications company makes its public debut today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Nov 10, 2021 • 44min
Rivian’s Highly Anticipated Public Debut, Unity Software CEO on Earnings & FuboTV CEO on Third Quarter Results
Our anchors break down DoorDash and Coinbase’s earnings results to start off the morning. Then, CNBC’s Phil LeBeau joins to cover Rivian ahead of its highly anticipated public debut. Next, “Newcomer” Substack Writer Eric Newcomer is here to share why he’s bearish on the EV maker. Also, we have Unity Software CEO John Riccitiello to talk the company’s latest earnings report, the metaverse and its plan to acquire a large portion of visual-effects company Weta Digital. Plus, we hear from U.S. Secretary of Education Dr. Miguel Cardona on the role of technology in education. Later, FuboTV Co-Founder and CEO David Gandler joins to discuss the company’s third quarter results and competition in the space. And in a third earnings interview, we have Doximity Co-Founder and CEO Jeff Tangney on the quarter with shares dropping 9 percent today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Nov 9, 2021 • 44min
Roblox Surges Post-Earnings, Checking in on Chips & Why to Be Bullish on Three Hard-to-Love Stocks
Our anchors start off today with the massive move to the upside in Roblox’s stock post-earnings. Then, CNBC’s Kate Rooney joins to cover the story on Robinhood’s data security breach. We also have the details on PayPal plummeting today after issuing disappointing revenue guidance. Next, we break down comments from Apple CEO Tim Cook on Apple Pay and crypto. Then, Wells Fargo Semiconductor Analyst Aaron Rakers joins to talk chips after we heard Meta Platforms is partnering with AMD and now Nvidia is teaming up with Luminar. Later, we bring in Unikrn Co-Founder Rahul Sood for more on Roblox and the metaverse. Then, Evercore ISI’s Mark Mahaney joins on the day of his new book release to talk hard-to-love stocks Zillow, Uber and Meta. And later, CNBC’s Phil LeBeau is here to cover Rivian, which prices later tonight ahead of its public debut tomorrow. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Nov 8, 2021 • 47min
Elon Musk’s Tesla Twitter Poll, Confluent CEO on the Quarter & Substack CEO Talks Social Media
Our anchors kick off the morning with some of this year’s tech winners and losers. Then, CNBC’s Robert Frank joins to cover Elon Musk, Tesla, taxes and a Twitter poll. Next, we bring in Canaccord Analyst Jed Dorsheimer for more on Tesla with the stock moving lower this morning. Then, Confluent Co-Founder and CEO Jay Kreps joins as the company’s shares get a boost off of strong earnings. Later, CNBC’s Mike Santoli is here on how long this rally in tech stocks can continue. Plus, Bernstein Research’s Stacy Rasgon joins on breaking news that AMD is partnering with Meta Platforms on data center chips. And later, Substack CEO Chris Best is here on his latest op-ed where he says Facebook is “captive to that original sin of the internet, the ad-based business model.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Nov 5, 2021 • 40min
Peloton Plummets Post-Earnings, Dropbox CEO Drew Houston on the Quarter & Microchip Technology CEO on Record Results
Our anchors kick off this Friday morning with all the earnings movers: Peloton, Airbnb, Square, Pinterest and Uber. We also hear from Airbnb CEO Brian Chesky on the company’s focus. Then, Dropbox Co-Founder and CEO Drew Houston joins to discuss the company’s latest quarter with shares dropping today despite reporting a beat. Later, we return to Peloton with Truist Securities’ Youssef Squali as the stock plummets by more than 30 percent today. Next, Microchip Technology CEO Ganesh Moorthy is here to talk his company’s record results and the challenges facing the broader semiconductor industry. And, in an earnings triple threat, we have IAC CEO Joey Levin to discuss the company’s quarter and competition with Big Tech companies like Facebook. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Nov 4, 2021 • 44min
Satori Fund’s Dan Niles Says Apple is the Most Overpriced Tech Stock, Ford CFO on Electric Vehicle Ambitions & Bird CEO on Public Debut
Our anchors start off today with Qualcomm’s strong quarter and Roku’s disappointing results. Then, Satori Fund Founder Dan Niles joins to share why he thinks Apple is the most overpriced tech stock that exists and much more. We also have CNBC’s Phil LeBeau join with Ford CFO John Lawler to discuss the company’s $30 billion spending plan for electric vehicles. Then, CNBC’s Mike Santoli is here to talk the divergence in the tech sector. Plus, CNBC’s Yasmin Khorram joins with new details from never-before-seen deposition tapes of Elizabeth Holmes. And later, Bird CEO Travis VanderZanden joins live from the NYSE as the company makes its public debut via SPAC. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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