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TechCheck episodes

  • Amazon Surges on Strong Earnings, Snap CEO Evan Spiegel on Quarterly Results & House Legislators Pass the America COMPETES Act
    Our anchors start today’s show covering shares of Amazon surging on the e-commerce giant’s Q4 earnings, with analysis on both those numbers and the week’s other big tech results from Satori Fund Founder Dan Niles. Then, Snap CEO Evan Spiegel joins for an exclusive interview after the social media firm posted strong earnings in its first profitable quarter ever. Next, CNBC’s Ylan Mui delivers breaking news on the House passing the America COMPETES Act, aimed at taking on China and bolstering both supply chain shortages and the semiconductor industry. CNBC’s Mike Santoli also covers the convergence of the retail and cloud sectors following Amazon’s earnings, and CNBC’s Frank Holland reports on Atlanta’s emergence as a growing hub for Black tech talent. Later, payment platform Bill.com Founder and CEO René Lacerte discusses the company beating the Street in its latest results. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    45 min
  • Meta Shares Sink on Weak Earnings, Previewing Amazon’s Q4 Results & Senate Committee Advances Tech Competition Bill
    Our anchors start today’s show covering Meta’s shares plunging after posting weak earnings and previewing Amazon’s Q4 results after the bell, with insight from Needham Senior Analyst Laura Martin. Next, CNBC’s Mike Santoli covers Meta’s disappointing quarter dragging the Nasdaq lower, and Redburn Partner Nick Delfas joins for an in-depth conversation on Spotify. Then, our Julia Boorstin highlights social stocks sinking on Meta’s results, and Bernstein Senior Analyst Mark Shmulik takes a closer look at the social media giant’s underwhelming numbers. Later, Harlem Capital Managing Partner Jarrid Tingle discusses capital deployment for Black-led companies, and CNBC’s Ylan Mui reports on the Senate Judiciary Committee advancing a new bill focused on Apple and Google’s app stores. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    45 min
  • Breaking Down Alphabet’s Earnings, PayPal’s Underwhelming Guidance & Jack Dorsey’s Meta Criticism
    Our anchors begin today’s show covering Google parent Alphabet’s earnings beating Street expectations, with analysis from CNBC’s Mike Santoli. Then, our Julia Boorstin profiles what Alphabet’s Q4 could mean for Meta and Spotify’s earnings after the bell, and CNBC’s Kate Rooney covers PayPal’s latest results and underwhelming guidance after speaking with CEO Dan Schulman. Next, Bank of America analyst Vivek Arya breaks down chipmaker AMD’s earnings, and Evercore ISI Head of Internet Research Mark Mahaney joins for a closer look at Alphabet. Our Carl Quintanilla also shares Block CEO Jack Dorsey’s recent comments criticizing Meta, and CNBC’s Ylan Mui reports on a new House bill that could enable the Treasury to go after bad actors in cryptocurrency. Later, tech ethicist and startup studio super{set} Co-Founder Tom Chavez weighs in on privacy concerns surrounding Meta, and Mizuho analyst Dan Dolev looks at PayPal’s fundamentals. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    45 min
  • TechCheck+ TerraZero CEO Dan Reitzik
    CNBC TechCheck’s Deirdre Bosa chats with Dan Reitzik, director and CEO of TerraZero, a metaverse developer. The company issued one of the first mortgages in the metaverse. They’ll discuss the digital land grab, as well the company’s broader strategy to develop, acquire and finance projects in the metaverse. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    21 min
  • AT&T Spins Off WarnerMedia, Recapping 2022’s Massive Gaming Deals & A Preview of Alphabet’s Earnings
    Our anchors start today’s show looking at stocks bouncing back to start February, and Calixto Global Investors Founder and Portfolio Manager Eduardo Costa visits to discuss opportunities in tech as he repositions within software. Then, our Julia Boorstin reports on AT&T’s plans to spin off WarnerMedia and merge the entertainment giant with mass media firm Discovery. Next, Verge Editor-in-Chief Nilay Patel offers insight on the recent slew of gaming deals after The New York Times announced it would acquire the popular web game Wordle. Our Jon Fortt also shares his conversation with Meta Vice President for Civil Rights Roy Austin as we celebrate the first day of Black History Month. Then, CNBC’s Robert Frank covers last year’s more than $500 million worth of land sales in the metaverse, and Baird Senior Research Analyst Colin Sebastian offers a preview of Alphabet’s earnings after the bell. Later, CNBC’s Leslie Picker profiles the SPAC market’s struggles throughout January’s volatility. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    45 min
  • Nasdaq Rallies to End January, Spotify’s New Covid Misinformation Precautions & Micron CEO Sanjay Mehrotra on Chip Industry Expectations
    Our anchors begin today’s show with CNBC’s Mike Santoli covering the Nasdaq’s rally to end the month. Then, our Julia Boorstin reports on streaming giant Spotify taking steps to prevent the spread of Covid misinformation, and Citi Managing Director Jason Bazinet joins after upgrading Netflix and Spotify. Next, chipmaker Micron CEO Sanjay Mehrotra shares his expectations for the industry following a record year for global semiconductor sales, and GGV Capital Managing Partner Jeff Richards discusses software amid strong earnings for sector names including Microsoft, Qualtrics and ServiceNow. Later, CNBC’s Dom Chu covers investors pulling money from Cathie Wood’s ARK Funds to start 2022, and D.A. Davidson Senior Research Analyst Christopher Brendler visits for a closer look at fintech company Affirm. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    45 min
  • Apple Sees Record Quarterly Revenue in Latest Results, Robinhood’s Losses Exceed Street Expectations & A Look at Next Week’s Tech Earnings
    Our anchors begin today’s show with a closer look at Apple’s latest earnings after the tech giant saw its largest quarterly revenues ever, joined by Bernstein Research analyst Toni Sacconaghi. Then, CNBC’s Kate Rooney covers trading platform Robinhood reporting deeper losses and lower guidance than the Street expected after posting results Thursday after the bell. Next, we circle back to Apple with Goldman Sachs analyst Rod Hall, who raised his price target and estimates for revenue and gross margins on the company’s results. Later, Wedgewood Partners CIO David Rolfe joins with insight on two of his favorite names, Visa and chipmaker TSMC, and our anchors preview next week’s tech earnings. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    43 min
  • Intel CEO Pat Gelsinger on Latest Earnings, Softbank COO Marcelo Claure’s Plans to Step Down & Pershing Square’s Massive Netflix Investment
    Our anchors start today’s show joined by Intel CEO Pat Gelsinger in a first-on interview after the chipmaker posted earnings yesterday. Then, CNBC’s Andrew Ross Sorkin reports on Softbank COO Marcelo Claure’s plans to step down, and CNBC’s Mike Santoli breaks down the tech stock rally and the volatility hitting the sector. Next, Guggenheim Managing Director of Automotive Research Ali Faghri discusses Tesla’s latest quarterly results, and Bank of America analyst Wamsi Mohan previews Apple’s earnings before the tech giant reports after the bell. Our Julia Boorstin also covers investor Bill Ackman’s hedge fund Pershing Square buying more than 3.1 million shares of Netflix. Later, CNBC’s Yasmin Khorram recaps comments from her exclusive interview on big tech regulation with California Governor Gavin Newsom. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    44 min
  • Microsoft’s Earnings Beat Street Estimates, WarnerMedia CEO Jason Kilar on Discovery Merger & Tech Mega-Cap Investment Opportunities
    Our anchors begin today’s show covering Microsoft’s latest earnings report, with insight from Citi Senior Equity Research Analyst Tyler Radke. Then, our Julia Boorstin sits down with WarnerMedia CEO Jason Kilar after AT&T posted results this morning and updated its timeline for the entertainment company’s merger with mass media firm Discovery. Next, Matrix Asset Advisors CIO David Katz joins for more on investment opportunities in tech mega-caps, including Microsoft, Alphabet and Meta. CNBC’s Kate Rooney also profiles the implications of the crypto crash on athletes, celebrities and public officials who requested their salaries be paid in digital currencies. Later, Madrona Ventures Group Managing Director Hope Cochran takes a closer look at Microsoft’s plans to acquire video game publisher Activision for $68.7 billion, and CNBC’s Eamon Javers delivers breaking news on the retirement of Supreme Court Justice Stephen Breyer. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    45 min
  • Commerce Department Releases New Chip Shortage Report, Okta CEO Todd McKinnon on Business Trends & GM’s $7 Billion Electric Vehicle Investment
    Our anchors begin today’s show with CNBC’s Mike Santoli, who analyzes the current trading price of cloud firm Snowflake. Then, Plexo Capital Founding Managing Partner Lo Toney breaks down investment opportunities amid the ongoing tech volatility, and CNBC’s Kayla Tausche covers a recent Department of Commerce report on the nation’s chip shortage. Next, our Julia Boorstin takes a look at Apple and Microsoft as both tech giants prepare to post earnings this week, and Goldman Sachs Managing Director Eric Sheridan joins after cutting price targets on social media names including Snap, Pinterest and Twitter. Wall Street Journal Markets Reporter Gunjan Banerji also offers insight on the relationship between options trading and meme stocks, and cybersecurity provider Okta Co-Founder and CEO Todd McKinnon discusses the trends observed in the company’s latest “Businesses at Work” report. Later, CNBC’s Phil LeBeau details General Motors’ $7 billion investment into developing electric vehicles, and our Jon Fortt recaps his Fortt Knox interview with fintech firm Klarna Co-Founder and CEO Sebastian Siemiatkowski. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    49 min

About TechCheck

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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…

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