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TechCheck episodes

  • 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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    45 min
  • 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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    45 min
  • 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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    47 min
  • 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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    41 min
  • 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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    44 min
  • Are Stocks Too Hot?, Post-Lyft and Pre-Uber Earnings & Into the Metaverse
    Our anchors start off the show with CNBC’s Mike Santoli taking a look at whether stocks are too hot right now. Then, NYU Stern School of Business Professor Aswath Damodaran joins to talk markets, Tesla, meme stocks and more. We also cover today’s downgrades on Zillow after the company said it will be scrapping its home flipping business. Next, Former Uber for Business SVP Emil Michael is here to talk Lyft post-earnings and Uber ahead of its report. Then, into the metaverse! Former Amazon Studios Head of Strategy and Founder of the Ball Metaverse ETF Matthew Ball is here to discuss the space. And later, Goldman Sachs Managing Director Eric Sheridan joins to talk Peloton ahead of its earnings report with the stock down 40 just this year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    43 min
  • Today’s Tesla Pullback, Circle CEO on Stablecoin Regulation & On Semiconductor on the Quarter
    Our anchors start off the morning with CNBC’s Phil LeBeau on Tesla with the stock in the red today after Musk tweeted the company’s deal with Hertz has yet to be signed. LeBeau also has the details on EV start-up Rivian, which is slated to go public next week with an expected valuation north of $53 billion. Then, Nuveen Global Equities CIO Saira Malik is here to share her outlook for the tech sector, including why she’s bullish on Amazon and cautious on Apple. Plus, we cover Meta VP of Global Affairs Nick Clegg speaking out to defend the company formerly known as Facebook. Next, Circle CEO Jeremy Allaire joins after the company released a statement in support of the Biden Administration’s call for stablecoin regulation. Then, Margins Editor Ranjan Roy is here with his take on Tesla’s stock moves and Rivian’s upcoming IPO. And later, On Semiconductor CEO Hassane El-Khoury joins after the company reported a strong quarter. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    44 min
  • Morgan Stanley Names Spotify a Top Pick, From Facebook to Meta & CEO of Coinbase Competitor Kraken
    Our anchors start off the morning with CNBC’s Dom Chu on some key themes to watch one month into Q4. Then, Morgan Stanley Analyst Benjamin Swinburne joins on his latest note where he names Spotify a top pick. Next, Former VMware COO Sanjay Poonen is here to talk the biggest winners in cloud and cybersecurity. We also have Wall Street Journal Personal Tech Columnist Joanna Stern to share her thoughts on Facebook’s name change to Meta. Then, CNBC’s Ylan Mui joins with more details on G20 leaders endorsing a global minimum corporate tax of 15 percent over the weekend. Plus, CNBC’s Kate Rooney brings us the Co-Founder and CEO of Kraken, one of the world’s top crypto exchanges. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    44 min
  • Amazon and Apple Post Disappointing Earnings, Facebook’s Meta-Morphosis & October’s Tech Movers
    Our anchors start off the show with Apple and Amazon in the red after posting disappointing earnings largely due to supply chain issues. Then, CNBC’s Josh Lipton joins with more details on Apple’s results after speaking with CEO Tim Cook yesterday. Next, Citi Analyst Jim Suva is here to share his take on Apple, which he has a buy rating on. Also, Evercore ISI Head of Internet Research Mark Mahaney joins to talk why he’s still bullish on Amazon. Plus, we bring you the details on Facebook’s corporate name change to Meta. Later, CNBC’s Dom Chu joins to cover October’s biggest tech movers as we close out the month of trading. Also, school is in session! We have Wharton School of Business Marketing Professor Americus Reed here to grade Facebook’s new name. And later, CNBC’s Mike Santoli joins with a different way to look at Amazon’s valuation. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    47 min
  • Exclusive with Intel CEO Pat Gelsinger, GlobalFoundries CEO on Market Debut & Awaiting Apple Earnings
    Our anchors start off the morning with CNBC’s Mike Santoli on mega-cap tech versus growth stocks. We also cover high-growth tech taking a step back with names like Twilio and eBay dropping after earnings. Plus, GlobalFoundries CEO Thomas Caulfield joins as the company makes its debut on the Nasdaq today. Also, CNBC’s Kate Rooney is here to cover Senator Toomey’s bill to protect revenue from payment for order flow. Then, we hear exclusively from Intel CEO Pat Gelsinger on his forward-looking plan for the company as well as his journey to becoming CEO. Later, Bank of America Analyst Wamsi Mohan is here to talk Apple ahead of the company’s earnings report slated for after the bell today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    1 hr

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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