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TechCheck episodes

  • Tech Stocks Slide to Start 2022, Goldman Sachs’ Top Software Picks for the Year Ahead & New York Times CEO Meredith Kopit Levien on Plans to Acquire The Athletic
    Our anchors begin today’s show looking at the Nasdaq on track for its worst week since November, with insight on the downturn from Pacaso and Zillow Co-Founder Spencer Rascoff. Next, we talk software with Goldman Sachs analyst Kash Rangan, who delivers some top picks for the year ahead including Microsoft, Salesforce and Adobe. Then, our Jon Fortt brings us his interview with Abbott Laboratories CEO Robert Ford, who highlights the biotech firm’s latest wearable health products and demand for its at-home COVID-19 tests. Later, New York Times CEO Meredith Kopit Levien visits after the newspaper announced plans to acquire sports media giant The Athletic for $550 million. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    53 min
  • Tech’s Big Tumble, Exclusive Interview with Logitech CEO Bracken Darrell & Fed Tightening Hits Fintech and Cloud Stocks
    Our anchors begin today’s show covering the tech sell-off with Satori Fund Founder Dan Niles, who also shares his top picks for 2022. Then, CNBC’s Eamon Javers covers the changes social media platforms have made in the wake of the Capitol riots last January 6th. Also, Logitech CEO Bracken Darrell joins in an exclusive interview as part of our Consumer Tech Week to highlight various consumer tech trends. Next, CNBC’s Kristina Partsinevelos covers the impact of the Federal Reserve’s tightening on fintech stocks, and Wolfe Research Analyst Darrin Peller digs deeper into fintech plays. Our Julia Boorstin also reports on Fed taper plans hitting cloud stocks, and CNBC’s Robert Frank delivers some stark numbers on tech billionaires hemorrhaging cash to start the year. And later, CNBC’s Leslie Picker highlights several hedge funds dumping tech stocks at a breakneck pace. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    45 min
  • Qualcomm CEO Cristiano Amon on Expansion Into Autos, Exclusive Interview with Amazon SVP of Devices and Services Dave Limp & HP CEO Enrique Lores on Newly Announced Products
    Our anchors begin today’s show looking at negative tech sentiment with CNBC’s Mike Santoli after UBS downgraded the entire sector to neutral. Then, Qualcomm CEO Cristiano Amon joins in a first on CNBC interview to discuss expansion into the automotive space. Next, Amazon SVP of Devices and Services David Limp visits in an exclusive interview to talk Alexa, the company’s Astro robot and much more. HP CEO Enrique Lores also joins exclusively as the company announces nearly 50 new products and services, including desktops, gaming products and video conferencing tools. Later, our Julia Boorstin highlights growth opportunities in social stocks, and CNBC’s Phil LeBeau previews GM CEO Mary Barra’s keynote speech at CES. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    45 min
  • Elizabeth Holmes’ Partially Guilty Verdict, Exclusive Interview with AMD CEO Lisa Su & A Final Send-off for Blackberry Phones
    Our anchors begin today’s show with CNBC’s Yasmin Khorram recapping the partially guilty verdict in the trial of Elizabeth Holmes. Next, Byron Deeter of Bessemer Venture Partners delivers some of his top cloud picks for the year ahead, including Datadog and Snowflake. Then, AMD CEO Lisa Su joins in an exclusive interview to kick off our Consumer Tech Week as AMD announces 25 new products today. We also follow up on the Holmes verdict with Former Wall Street Journal Reporter and “Bad Blood” Author John Carreyrou, whose work helped crack the case open. Then, our Julia Boorstin reports on Warren Buffett’s massive stake in Apple, and Bernstein Analyst Mark Shmulik offers insight on the metaverse. Later, our anchors pay tribute to Blackberry phones, which go offline today after 22 years. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    45 min
  • Tech Outlook for 2022, Tesla’s Record Deliveries & Slow Ventures’ Sam Lessin on Crypto and Web3
    Our anchors start off today’s show with the latest bullish chip calls. Then, New Street Advisors Founder and CEO Delano Saporu joins to share his outlook for tech in 2022. CNBC’s Phil LeBeau also covers Tesla’s record deliveries for the latest quarter and Wedbush Securities Analyst Dan Ives joins for more on the stock. Next, we have Slow Ventures General Partner Sam Lessin to talk all things crypto and Web3. Later, CNBC’s Julia Boorstin covers the battle over 5G’s rollout as well as Twitter’s permanent account ban of Georgia Congresswoman Marjorie Taylor Greene. We also have CNBC’s Robert Frank with the details on record insider sales for tech execs. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    45 min
  • The Tale of Tech in 2021, A Look at Top Semi Stocks For the Year Ahead & Heliogen’s Public Debut Via SPAC
    Our anchors begin the last show of 2021 taking a look at the wild ride for tech stocks this past year. Then, we focus on Disney, one of the year’s worst performing big-caps, with Arjuna Capital Managing Partner Natasha Lamb. Next, Moor Insights & Strategy President and Principal Analyst Patrick Moorhead delivers his top semiconductor picks amid a huge year for sector names including Nvidia, Applied Materials and Marvell Technology. Then, solar tech company Heliogen CEO Bill Gross joins to talk about his firm’s public debut via SPAC merger. Our Deirdre Bosa also reports on Amazon falling from first to fourth on Apptopia’s list of shopping apps, and New York Times technology reporter Ryan Mac visits to discuss his recent article asking “Are Apple AirTags Being Used to Track People and Steal Cars?” Later, CNBC’s Kayla Tausche covers data from the University of Florida showing 2021 marked the highest number of dual class IPOs in the last 41 years. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    43 min
  • Wall Street’s Favorite Mega-Caps, Quick Commerce Companies Promising 15-Minute Deliveries & VanEck Associates CEO Jan van Eck on Bitcoin and ETFs in 2022
    Our anchors begin today’s show with CNBC’s Josh Lipton taking a look at Apple, Microsoft and Nvidia, three of Wall Street’s favorite mega-caps. Then, guest anchor CNBC’s Kayla Tausche focuses on lawmakers pushing President Biden to prioritize big tech regulation, and Former Uber Chief Business Officer Emil Michael visits to talk quick commerce companies promising deliveries in 15 minutes or less. Next, VanEck Associates CEO Jan van Eck delivers details on his outlook for Bitcoin and ETFs in the year ahead, and our Deirdre Bosa reports on substandard conditions at a Foxconn plant in India. CNBC’s Bob Pisani also joins to break down tech stock buybacks, including the $48 billion worth of buybacks from Apple, Meta and Alphabet in Q3. Later, software consultant Paul Butler discusses his newest piece comparing blockchain “play to earn” games to Ponzi schemes. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    45 min
  • Fintech’s Recent Fall, Evercore’s Top Five Product Catalysts of 2022 & Tech’s Favorite Tax Loophole
    Our anchors begin today’s show highlighting the underperformance of fintech, with insight from Mizuho Managing Director Dan Dolev on opportunities within the sector. Next, CNBC’s Mike Santoli joins to cover the mega-cap stocks driving the market’s latest rally. Evercore ISI Head of Internet Research Mark Mahaney also focuses on his top five product development catalysts in 2022, including Uber’s subscription service and Netflix branching into gaming. Then, our Deirdre Bosa takes a look at how Apple, Alphabet and other tech firms are spending massive amounts of cash, and CNBC’s Josh Lipton covers strong performers in the cybersecurity sector. Later, our team recaps CNBC’s final quarterly stock report of the year, and New York Times reporter Maureen Farrell discusses her recent article on tech’s favorite tax loophole. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    45 min
  • Apple Closes NYC Stores Amid Covid Surge, Mizuho Securities Analyst Vijay Rakesh on Chipmakers to Watch in 2022 & Automattic CEO Matt Mullenweg on the Internet’s Future
    Our anchors begin today’s show with Apple closing its New York City stores due to omicron concerns as the stock once again inches towards a $3 trillion market cap. Then, Leuthold Group Chief Investment Strategist Jim Paulsen discusses his outlook for 2022, including his projection that tech and growth stocks will underperform broader market plays in the first half of new year. Next, our team shifts focus to semis: CNBC’s Josh Lipton joins with insight into investors’ favorite chipmakers, followed by a closer look at the sector with Mizuho Securities Senior Semiconductor Analyst Vijay Rakesh. Automattic CEO and WordPress Co-Founder Matt Mullenweg also shares his thoughts on the internet’s future and open web. Later, CNBC’s Bob Pisani highlights the underperformance of Cathie Wood’s ARK Fund this year, and our Deirdre Bosa covers the broader collapse of stocks that went public via SPAC in 2021. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    45 min
  • S&P Reaches a Record High, Truist’s Top Internet Picks for 2022 & Why Bitcoin is Worse Than a Ponzi Scheme
    Our anchors begin today’s show with insight from CNBC’s Mike Santoli on the S&P hitting a record high and stocks having the greatest impact on the index this year. Next, CNBC’s Courtney Reagan covers retail winners from this holiday season, and Wilmington Trust’s Meghan Shue offers guidance on tech stocks in the year ahead. Truist Securities Senior Internet Analyst Youssef Squali also delivers his top internet picks for 2022, including Alphabet and Meta. Then, our Carl Quintanilla profiles Apple facing antitrust scrutiny in the Netherlands over app store fees, and CNBC’s Leslie Picker recaps this year’s wave of underperforming SPACs and IPOs. Later, non-resident senior fellow at Boston University’s Global Development Policy Center Robert McCauley joins to discuss his piece where he argues that comparing Bitcoin to a Ponzi scheme is unfair to Ponzi schemes. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    45 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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